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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
CACCCredit Acceptance CorpCOM162$75.6K<0.1%−29−15.2%ReducedHistory
FHBFirst Hawaiian, Inc.COM3,059$76.0K<0.1%+300+10.9%AddedHistory
NENoble Corp plcORD SHS A2,688$76.0K<0.1%+87+3.3%AddedHistory
USALiberty All Star Equity FundSH BEN INT12,000$76.1K<0.1%00.0%UnchangedHistory
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$76.2K<0.1%+2,006New–
SNSharkNinja, Inc.COM SHS741$76.4K<0.1%+46+6.6%AddedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$76.7K<0.1%00.0%UnchangedHistory
TMHCTaylor Morrison Home CorpCOM1,163$76.8K<0.1%+266+29.7%AddedHistory
ESSEssex Property Trust, Inc.COM289$77.4K<0.1%+10+3.6%AddedHistory
EEFTEuronet Worldwide, Inc.COM882$77.4K<0.1%−749−45.9%ReducedHistory
PINCPremier, Inc.CL A2,798$77.8K<0.1%−170−5.7%ReducedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS7,500$77.9K<0.1%+3,000+66.7%AddedHistory
FFINFirst Financial Bankshares IncCOM2,320$78.1K<0.1%+392+20.3%AddedHistory
FMSFresenius Medical Care AGSPONSORED ADR2,972$78.3K<0.1%+66+2.3%AddedHistory
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$78.3K<0.1%+1,000+20.0%AddedHistory
AGXArgan IncStock290$78.3K<0.1%−75−20.5%ReducedHistory
TREXTrex Co IncCOM1,517$78.4K<0.1%+1,318+662.3%AddedHistory
RDNRadian Group IncCOM2,170$78.6K<0.1%+310+16.7%AddedHistory
SIGISelective Insurance Group IncCOM972$78.8K<0.1%+126+14.9%AddedHistory
CRCCalifornia Resources CorpCOM STOCK1,487$79.1K<0.1%+11+0.7%AddedHistory
UTGReaves Utility Income FundCOM SH BEN INT2,000$79.2K<0.1%−500−20.0%ReducedHistory
SPXCSPX Technologies, Inc.COM425$79.4K<0.1%00.0%UnchangedHistory
WDSWoodside Energy Group LtdADR5,279$79.5K<0.1%+142+2.8%AddedHistory
SKYWSkywest IncCOM790$79.5K<0.1%+165+26.4%AddedHistory
ENSEnerSysCOM705$79.6K<0.1%+153+27.7%AddedHistory
GBTCGrayscale Bitcoin Trust ETFETF890$79.9K<0.1%−120−11.9%ReducedHistory
WAYWaystar Holding Corp.COM2,113$80.1K<0.1%+719+51.6%AddedHistory
KRCKilroy Realty CorpCOM1,898$80.2K<0.1%+10+0.5%AddedHistory
GTESGates Industrial Corp Ltd.ORD SHS3,252$80.7K<0.1%+282+9.5%AddedHistory
SEESealed Air CorpCOM2,284$80.7K<0.1%−234−9.3%ReducedHistory
TPHTri Pointe Homes, Inc.COM2,387$81.1K<0.1%+230+10.7%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$81.2K<0.1%00.0%Unchanged–
ABGAsbury Automotive Group IncCOM333$81.4K<0.1%−4−1.2%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD13,565$81.7K<0.1%+1,768+15.0%AddedHistory
NVMINova Ltd.COM256$81.8K<0.1%−4−1.5%ReducedHistory
CALMCal-Maine Foods IncCOM NEW872$82.1K<0.1%−215−19.8%ReducedHistory
BRSPBrightSpire Capital, Inc.COM CL A15,167$82.4K<0.1%+3,712+32.4%AddedHistory
AOSSmith A O CorpCOM1,130$83.0K<0.1%+167+17.3%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$83.4K<0.1%00.0%Unchanged–
FOXAFox CorpCL A COM1,324$83.5K<0.1%−44−3.2%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK9,964$83.9K<0.1%−1,999−16.7%ReducedHistory
TDCTeradata CorpStock3,916$84.2K<0.1%−379−8.8%ReducedHistory
UTFCohen & Steers Infrastructure Fund IncCOM3,400$84.3K<0.1%+2,000+142.9%AddedHistory
NWSNews CorpCL B2,441$84.3K<0.1%−466−16.0%ReducedHistory
OROR Royalties Inc.COM SHS2,105$84.4K<0.1%+151+7.7%AddedHistory
ASCArdmore Shipping CorpCOM7,112$84.4K<0.1%−1,332−15.8%ReducedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$84.4K<0.1%00.0%Unchanged–
ALKSAlkermes plc.SHS2,817$84.5K<0.1%−466−14.2%ReducedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM8,346$84.5K<0.1%+1,308+18.6%AddedHistory
Flexshares Tr33939L886ULTR SHO INC FD1,121$84.8K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138G300S&P SMLCAP QTY1,974$84.9K<0.1%+1,974New–
ENSGEnsign Group, IncCOM495$85.5K<0.1%−41−7.6%ReducedHistory
ProShares Ultrapro Short S&P50074349Y845ETF6,354$85.8K<0.1%+154+2.5%Added–
PSMTPricesmart IncCOM709$85.9K<0.1%−67−8.6%ReducedHistory
UHSUniversal Health Services IncCL B421$86.1K<0.1%−162−27.8%ReducedHistory
INFYInfosys LtdSPONSORED ADR5,298$86.2K<0.1%−798−13.1%ReducedHistory
NXTNextpower Inc.Stock1,171$86.6K<0.1%+44+3.9%AddedHistory
LMATLemaitre Vascular IncCOM994$87.0K<0.1%+427+75.3%AddedHistory
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,814$87.3K<0.1%+34+0.9%Added–
CPTCamden Property TrustREIT818$87.4K<0.1%−1,476−64.3%ReducedHistory
SWKStanley Black & Decker, Inc.COM1,177$87.5K<0.1%+188+19.0%AddedHistory
GRFSGrifols SASP ADR REP B NVT8,784$87.5K<0.1%+565+6.9%AddedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK2,550$87.5K<0.1%−54−2.1%ReducedHistory
ELEstee Lauder Companies IncCL A996$87.7K<0.1%−1−0.1%ReducedHistory
Vanguard Energy ETF92204A306ETF698$87.8K<0.1%00.0%Unchanged–
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,058$87.9K<0.1%+135+14.6%AddedHistory
FAFFirst American Financial CorpStock1,369$87.9K<0.1%+457+50.1%AddedHistory
KGCKinross Gold CorpCOM3,544$88.1K<0.1%+986+38.5%AddedHistory
SUISun Communities IncCOM683$88.1K<0.1%+68+11.1%AddedHistory
DOCUDocuSign, Inc.Stock1,229$88.6K<0.1%+161+15.1%AddedHistory
PFGCPerformance Food Group CoCOM852$88.6K<0.1%+193+29.3%AddedHistory
WNSWNS (Holdings) LtdCOM SHS1,164$88.8K<0.1%−268−18.7%ReducedHistory
SUNSunoco LPCOM UT REP LP1,777$88.9K<0.1%−107−5.7%ReducedHistory
FRSHFreshworks Inc.Stock7,612$89.6K<0.1%+3,133+69.9%AddedHistory
VRNSVaronis Systems IncCOM1,561$89.7K<0.1%+348+28.7%AddedHistory
NOVNOV Inc.COM6,773$89.7K<0.1%−746−9.9%ReducedHistory
LBTYALiberty Global Ltd.COM CL A7,850$90.0K<0.1%+5,055+180.9%AddedHistory
SLMSLM CorpCOM3,267$90.4K<0.1%−728−18.2%ReducedHistory
Timothy Plan887432276HIGH DIVIDEND3,465$90.5K<0.1%+22+0.6%Added–
TPLTexas Pacific Land CorpStock97$90.6K<0.1%+29+42.6%AddedHistory
TIGOMillicom International Cellular SACOM STK1,867$90.6K<0.1%+454+32.1%AddedHistory
TCBITexas Capital Bancshares IncCOM1,073$90.7K<0.1%+327+43.8%AddedHistory
MVSTMicrovast Holdings, Inc.COM23,592$90.8K<0.1%−8,000−25.3%ReducedHistory
FHIFederated Hermes, Inc.CL B1,753$91.0K<0.1%+186+11.9%AddedHistory
EQHEquitable Holdings, Inc.COM1,793$91.1K<0.1%+9+0.5%AddedHistory
TGNATegna IncCOM4,480$91.1K<0.1%+517+13.0%AddedHistory
MKSIMKS IncCOM737$91.2K<0.1%−101−12.1%ReducedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,997$91.4K<0.1%+1,167+140.6%Added–
BXPBXP, Inc.COM1,236$91.9K<0.1%+116+10.4%AddedHistory
KEYKeycorpCOM4,920$92.0K<0.1%−228−4.4%ReducedHistory
ESABESAB CorpCOM824$92.0K<0.1%−148−15.2%ReducedHistory
Schwab Strategic Tr8085247141 5YR CORP BD3,689$92.0K<0.1%+3,689New–
AVYAvery Dennison CorpCOM568$92.1K<0.1%+179+46.0%AddedHistory
ADCAgree Realty CorpCOM1,297$92.1K<0.1%−61−4.5%ReducedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$92.3K<0.1%00.0%UnchangedHistory
NMIHNMI Holdings, Inc.COM2,414$92.6K<0.1%+401+19.9%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,053$92.8K<0.1%00.0%Unchanged–
OZKBank OZKCOM1,822$92.9K<0.1%+33+1.8%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR3,846$93.6K<0.1%−607−13.6%ReducedHistory
CRDOCredo Technology Group Holding LtdStock643$93.6K<0.1%+142+28.3%AddedHistory

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