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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 10, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
4,319
+78 vs. Q2 2025
Portfolio value
$2.53B
+$313.9M (+14.2%) vs. Q2 2025
Filed
Nov 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
SHL Telemedicine Ltd78423T200ADS89$182<0.1%00.0%Unchanged–
FLXSFlexsteel Industries IncCOM4$185<0.1%+1+33.3%AddedHistory
ISTRInvestar Holding CorpCOM8$186<0.1%+1+14.3%AddedHistory
WEAVWeave Communications, Inc.Stock28$187<0.1%−146−83.9%ReducedHistory
CIXCompx International IncCL A8$187<0.1%−3−27.3%ReducedHistory
PESIPerma Fix Environmental Services IncCOM NEW19$192<0.1%−41−68.3%ReducedHistory
NAUTNautilus Biotechnology, Inc.COM229$193<0.1%−149−39.4%ReducedHistory
PLPlanet Labs PBCCOM CL A15$195<0.1%+15NewHistory
VALUValue Line IncCOM5$195<0.1%+3+150.0%AddedHistory
ASTHAstrana Health, Inc.COM NEW7$198<0.1%+7NewHistory
SEATVivid Seats Inc.COM CL A12$199<0.1%+12NewHistory
PVBCProvident Bancorp, Inc.COM NEW16$200<0.1%+13+433.3%AddedHistory
KRTKarat Packaging Inc.COM8$202<0.1%−10−55.6%ReducedHistory
ECBKECB Bancorp, Inc.COM13$206<0.1%+13NewHistory
NKSHNational Bankshares IncCOM7$206<0.1%+4+133.3%AddedHistory
VTEXVtexSHS CL A47$206<0.1%+47NewHistory
RDWRedwire CorpStock23$207<0.1%−36−61.0%ReducedHistory
STEXStreamex Corp.COM36$207<0.1%+36NewHistory
SNCRSynchronoss Technologies IncCOM NEW34$207<0.1%+34NewHistory
TCMDTactile Systems Technology IncCOM15$208<0.1%−24−61.5%ReducedHistory
SVRESaverOne 2014 Ltd.COM127$208<0.1%−529−80.6%ReducedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK20$210<0.1%00.0%UnchangedHistory
BWMNBowman Consulting Group Ltd.COM5$212<0.1%00.0%UnchangedHistory
GENVRGen Digital Inc.COM29$214<0.1%00.0%UnchangedHistory
PEBKPeoples Bancorp of North Carolina IncCOM7$215<0.1%+3+75.0%AddedHistory
SGRYSurgery Partners, Inc.Stock10$216<0.1%−13−56.5%ReducedHistory
Capital Group Global Equity14020R107SHS7$216<0.1%00.0%Unchanged–
CHGGChegg, IncCOM144$217<0.1%−261−64.4%ReducedHistory
GSATGlobalstar, Inc.COM NEW6$218<0.1%00.0%UnchangedHistory
KGKestrel Group LtdCOM8$218<0.1%00.0%UnchangedHistory
SLNDSouthland Holdings, Inc.COM51$219<0.1%−2−3.8%ReducedHistory
TRNSTranscat IncCOM3$220<0.1%−20−87.0%ReducedHistory
SPIRSpire Global, Inc.COM CL A20$220<0.1%−22−52.4%ReducedHistory
Solana ETF92864M822ETP10$221<0.1%+10New–
BALYBally's CorpCOMMON STOCK20$222<0.1%+20NewHistory
GDRXGoodRx Holdings, Inc.COM CL A53$224<0.1%−6−10.2%ReducedHistory
KWKennedy-Wilson Holdings, Inc.COM27$225<0.1%−1,396−98.1%ReducedHistory
GOCOGoHealth, Inc.CL A NEW47$227<0.1%+37+370.0%AddedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$228<0.1%00.0%UnchangedHistory
DBVTDBV Technologies S.A.SPONSORED ADS23$230<0.1%−501−95.6%ReducedHistory
VMDViemed Healthcare, Inc.COM34$231<0.1%−62−64.6%ReducedHistory
CVRXCVRx, Inc.COM29$234<0.1%+29NewHistory
GCT Semiconductor Holding, Inc.20607V106COM CL A155$236<0.1%−143−48.0%Reduced–
AIXIXiao-I CorpADS190$238<0.1%+190NewHistory
BNEDBarnes & Noble Education, Inc.COM NEW24$239<0.1%+24NewHistory
YIBOPlanet Image International LtdCOMMON177$239<0.1%+177NewHistory
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$240<0.1%−2−16.7%ReducedHistory
HESMHess Midstream LPCL A SHS7$242<0.1%+7NewHistory
CCRDCoreCard CorpCOM9$242<0.1%+9NewHistory
SAILSailPoint, Inc.COM11$243<0.1%+11NewHistory
NCNOnCino, Inc.COM9$244<0.1%+9NewHistory
KLXEKLX Energy Services Holdings, Inc.COM NEW127$244<0.1%00.0%UnchangedHistory
SGCSuperior Group of Companies, Inc.COM23$247<0.1%+12+109.1%AddedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK23$250<0.1%−629−96.5%ReducedHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK11$252<0.1%+4+57.1%AddedHistory
MBLYMobileye Global Inc.Stock18$254<0.1%00.0%UnchangedHistory
PCYOPure Cycle CorpCOM NEW23$255<0.1%+22+2,200.0%AddedHistory
Cohen & Steers Infrastructur19248A117RIGHT 10/16/20253,400$265<0.1%+3,400New–
SEVNSeven Hills Realty TrustCOM26$268<0.1%−91−77.8%ReducedHistory
ROOTRoot, Inc.CL A NEW3$269<0.1%−1−25.0%ReducedHistory
DCGODocGo Inc.COM201$273<0.1%−316−61.1%ReducedHistory
SKILSkillsoft Corp.CL A21$273<0.1%+21NewHistory
GBFHGBank Financial Holdings Inc.COM7$275<0.1%+7NewHistory
FRAFFranklin Financial Services CorpCOM6$276<0.1%+6NewHistory
JFU9F Inc.SPONSORED ADS105$277<0.1%+105NewHistory
FDMT4D Molecular Therapeutics, Inc.COM32$278<0.1%−89−73.6%ReducedHistory
HSHPHimalaya Shipping Ltd.ORD SHS34$280<0.1%+34NewHistory
NXXTNextnrg, Inc.COM154$282<0.1%+154NewHistory
Global X FDS37954Y137HEALTHTECH ETF9$288<0.1%+9New–
CZWICitizens Community Bancorp Inc.COM18$289<0.1%+18NewHistory
SRTAStrata Critical Medical, Inc.CL A COM58$293<0.1%+32+123.1%AddedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$294<0.1%00.0%Unchanged–
TSHATaysha Gene Therapies, Inc.COM SHS91$298<0.1%−114−55.6%ReducedHistory
FNKOFunko, Inc.COM CL A87$299<0.1%−1,095−92.6%ReducedHistory
ORKAOruka Therapeutics, Inc.COM16$308<0.1%+16NewHistory
iShares Inc464286665MSCI PAC JP ETF6$309<0.1%00.0%Unchanged–
NINENine Energy Service, Inc.COM490$310<0.1%00.0%UnchangedHistory
MNTKMontauk Renewables, Inc.COM155$311<0.1%−19−10.9%ReducedHistory
GLSIGreenwich LifeSciences, Inc.COM32$318<0.1%00.0%UnchangedHistory
FCAPFirst Capital IncCOM7$321<0.1%+7NewHistory
AMBOAmbow Education Holding Ltd.SPONSORED ADS89$322<0.1%+89NewHistory
iShares Tr46429B606MSCI POLAND ETF10$322<0.1%00.0%Unchanged–
VOXRVox Royalty Corp.COM75$323<0.1%+75NewHistory
FMAOFarmers & Merchants Bancorp IncCOM13$325<0.1%+12+1,200.0%AddedHistory
GALTGalectin Therapeutics IncCOM NEW77$326<0.1%−84−52.2%ReducedHistory
BLNKBlink Charging Co.COM200$328<0.1%00.0%UnchangedHistory
NRDYNerdy Inc.CL A COM261$329<0.1%−147−36.0%ReducedHistory
AISPAirship AI Holdings, Inc.COM64$331<0.1%00.0%UnchangedHistory
ARAIArrive AI Inc.COM NEW91$331<0.1%00.0%UnchangedHistory
METCRamaco Resources, Inc.COM CL A10$332<0.1%00.0%UnchangedHistory
NGSNatural Gas Services Group IncCOM12$336<0.1%−3−20.0%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM25$340<0.1%00.0%UnchangedHistory
EGANEGAIN CorpCOM NEW39$340<0.1%+34+680.0%AddedHistory
LARLithium Argentina AGStock102$341<0.1%00.0%UnchangedHistory
RCMTRCM Technologies, Inc.COM NEW13$345<0.1%+13NewHistory
Unified Ser Tr90470L527ONEASCENT LARGE10$348<0.1%00.0%Unchanged–
Meridian Bank587405101COM22$348<0.1%+22New–
IRDMIridium Communications Inc.COM20$349<0.1%00.0%UnchangedHistory
LINCLincoln Educational Services CorpCOM15$353<0.1%−16−51.6%ReducedHistory
BMEABiomea Fusion, Inc.COM177$357<0.1%−999−84.9%ReducedHistory

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q3 2025
SecurityClassPutsCalls
Blackstone Private Credit Fund6926069LLStock$2.13M–
Amazon Com Inc CLL Opt7746619XRStock–$65.9K
Alphabet Inc Cap STK6951179OIStock–$48.6K

Sold out since Q2 2025 (194)

Positions held at the end of Q2 2025 that are gone from this filing.

The largest 100 of 194 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
BRDGBridge Investment Group Holdings Inc.COM CL A298,539$2.99M0.1%History
iShares Tr46436E619ESG ADVAN ETF7,363$320.7K<0.1%–
iShares Tr46436E759ESG EAFE ETF4,000$297.7K<0.1%–
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X3,000$280.7K<0.1%–
ProShares Tr74347R263PSHS UL TELE ETF2,750$273.8K<0.1%–
SCOProShares Trust IIULSHT BLOOMB OIL14,999$270.9K<0.1%History
HESHess CorpStock1,874$259.7K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW1,500$252.9K<0.1%–
Direxion Shs ETF Tr25459Y801DLY CNMSR BULL4,800$199.0K<0.1%–
Direxion Shs ETF Tr25459Y876HEALTHCARE BUL2,150$169.5K<0.1%–
ProShares Tr74347R768ULTRA CONSU STAP7,935$147.4K<0.1%–
JNPRJuniper Networks IncCOM3,649$145.7K<0.1%History
Direxion Shs ETF Tr25460E737DLY INDL BU 3X2,100$142.9K<0.1%–
ANSSAnsys IncCOM380$133.5K<0.1%History
PIMCO ETF Tr72201R718ENHNCD LW DUR AC1,079$103.4K<0.1%–
SPTNSpartanNash CoCOM3,685$97.6K<0.1%History
Direxion Shs ETF Tr25460E265DLY S&P500 BR 3X19,998$93.8K<0.1%–
SKXSkechers USA IncCL A1,360$85.8K<0.1%History
ESGREnstar Group LTDSHS225$75.7K<0.1%History
WBAWalgreens Boots Alliance, Inc.COM5,623$64.6K<0.1%History
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$62.6K<0.1%History
CHXChampionX CorpCOM2,317$57.6K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM6,037$54.9K<0.1%History
Direxion Shs ETF Tr25460E711DLY UTLTIES 3X1,280$47.4K<0.1%–
AMEDAmedisys IncCOM475$46.7K<0.1%History
ProShares Tr74347R776ULTRA MATERIALS1,850$43.9K<0.1%–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM333$42.8K<0.1%–
Direxion Shs ETF Tr25459W755DLY R/E BULL3X4,400$42.0K<0.1%–
BPMCBlueprint Medicines CorpCOM315$40.4K<0.1%History
PPBIPacific Premier Bancorp IncCOM1,903$40.1K<0.1%History
Direxion Shs ETF Tr25460G138DAILY 20+ YEAR T1,000$39.2K<0.1%–
SNNRFSunrise Communications AGADS CL A587$33.2K<0.1%History
BRKLBrookline Bancorp IncCOM3,130$33.0K<0.1%History
SMLRSemler Scientific, Inc.COM750$29.1K<0.1%History
Global X FDS37954Y673US INFR DEV ETF659$28.7K<0.1%–
John Hancock Exchange Traded47804J776PFD INCOME ETF1,219$27.5K<0.1%–
Golden Ocean Group LtdG39637205SHS NEW3,735$27.3K<0.1%–
GMSGMS Inc.COM245$26.6K<0.1%History
AZEKAZEK Co Inc.CL A490$26.6K<0.1%History
SAGESage Therapeutics, Inc.COM2,782$25.4K<0.1%History
FLFoot Locker, Inc.COM995$24.4K<0.1%History
BASECouchbase, Inc.COM980$23.9K<0.1%History
PIMCO ETF Tr72201R2051-5 US TIP IDX338$18.2K<0.1%–
VPGVishay Precision Group, Inc.COM540$15.2K<0.1%History
Chiron Real Estate Inc.37954A204COM NEW2,113$14.6K<0.1%–
First Tr Exchng Traded FD VI33740F789MLT MNGD LRG GRW403$13.6K<0.1%–
RCReady Capital CorpCOM3,028$13.2K<0.1%History
BOCBoston Omaha CorpStock929$13.0K<0.1%History
TGITriumph Group IncCOM494$12.7K<0.1%History
Paramount Global92556H107CL A526$12.1K<0.1%–
AIRJWAirJoule Technologies Corp.*W EXP 03/15/20218,050$11.7K<0.1%History
Goldman Sachs ETF Tr38149W788CMN301$11.4K<0.1%–
EBTCEnterprise Bancorp IncCOM286$11.3K<0.1%History
STRSitio Royalties Corp.CLASS A COM602$11.1K<0.1%History
RDFNRedfin CorpCOM983$11.0K<0.1%History
American Centy ETF Tr025072174AVANTIS ALL INT149$9.73K<0.1%–
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF378$9.41K<0.1%–
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.40K<0.1%History
Centrais Eletricas Brasileir15234Q108SPON ADR PFD B1,098$9.08K<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF166$8.20K<0.1%–
Summit Therapeutics Inc Com86627R102Stock370$7.87K<0.1%–
UNITUniti Group Inc.COM1,791$7.74K<0.1%History
Blueprint Chesapk MLT88636J873TFPN335$7.69K<0.1%–
BRF SA10552T107SPONSORED ADR2,037$7.43K<0.1%–
RDUSRadius Recycling, Inc.CL A245$7.28K<0.1%History
MCIBarings Corporate InvestorsCOM328$7.10K<0.1%History
SWTXSpringWorks Therapeutics, Inc.COM150$7.05K<0.1%History
First Tr Exchange-Traded FD33734X176TECH ALPHADEX43$6.77K<0.1%–
Global Blue Group Holding AGH33700107ORD SHS872$6.51K<0.1%–
NVEENV5 Global, Inc.COM282$6.51K<0.1%History
ITOSiTeos Therapeutics, Inc.COM636$6.34K<0.1%History
EPACEnerpac Tool Group CorpCL A COM154$6.25K<0.1%History
KLGWK Kellogg CoCOM389$6.20K<0.1%History
YMABY-mAbs Therapeutics, Inc.COM1,265$5.71K<0.1%History
Paramount Global92556H206CL B441$5.70K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT106$5.59K<0.1%–
iShares Tr464288844US OIL EQ&SV ETF320$5.43K<0.1%–
VCELVericel CorpCOM112$4.77K<0.1%History
EVRIEveri Holdings Inc.COM329$4.69K<0.1%History
Franklin Templeton ETF Tr35473P439INCOME FOCUS ETF169$4.57K<0.1%–
Vanguard Admiral FDS Inc921932778SMLCP 600 VAL53$4.54K<0.1%–
SHYFShyft Group, Inc.COM356$4.46K<0.1%History
CKXCKX Lands, Inc.COM400$4.28K<0.1%History
CRGXCARGO Therapeutics, Inc.COM862$3.55K<0.1%History
INMDInMode Ltd.SHS234$3.38K<0.1%History
GNTAGenenta Science S.p.A.SPONSORED ADS982$2.99K<0.1%History
PLLPiedmont Lithium Inc.Stock483$2.81K<0.1%History
ETWOE2open Parent Holdings, Inc.COM CL A865$2.79K<0.1%History
CLBTCellebrite DI Ltd.ORDINARY SHARES170$2.72K<0.1%History
Tidal Trust II88636J204RET STCKD GL STK84$2.20K<0.1%–
Strategic Trust48817R870RUNNING GWTH ETF61$2.06K<0.1%–
OLOOlo Inc.CL A213$1.90K<0.1%History
BNTCBenitec Biopharma Inc.COM NEW148$1.73K<0.1%History
HLVXHilleVax, Inc.COM836$1.66K<0.1%History
SPDR Series Trust78468R804ST STR R1K LOWV9$1.57K<0.1%–
NRIXNurix Therapeutics, Inc.COM129$1.47K<0.1%History
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.40K<0.1%–
ZBAOZhibao Technology Inc.CL A SHS1,325$1.34K<0.1%History
EOLSEvolus, Inc.COM145$1.33K<0.1%History
FAROFaro Technologies IncCOM30$1.32K<0.1%History