Skip to main content
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
CBTCabot CorpCOM1,232$93.7K<0.1%+419+51.5%AddedHistory
AMKRAmkor Technology, Inc.COM3,302$93.8K<0.1%+584+21.5%AddedHistory
UIUbiquiti Inc.COM142$93.8K<0.1%+34+31.5%AddedHistory
CNHCNH Industrial N.V.SHS8,648$93.8K<0.1%+442+5.4%AddedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI1,800$94.1K<0.1%00.0%Unchanged–
MZTIMarzetti CoCOM545$94.2K<0.1%−29−5.1%ReducedHistory
STWDStarwood Property Trust, Inc.COM4,872$94.4K<0.1%−663−12.0%ReducedHistory
FLRFluor CorpStock2,245$94.4K<0.1%+178+8.6%AddedHistory
THWabrdn World Healthcare FundBEN INT SHS7,500$94.5K<0.1%00.0%UnchangedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,613$94.5K<0.1%−11−0.7%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$94.7K<0.1%−389−17.7%Reduced–
ALGNAlign Technology IncCOM756$94.7K<0.1%+225+42.4%AddedHistory
BNLBroadstone Net Lease, Inc.COM5,311$94.9K<0.1%+1,050+24.6%AddedHistory
ETF Ser Solutions26922A321DISTILLATE US1,643$95.2K<0.1%00.0%Unchanged–
SPSCSPS Commerce IncCOM916$95.4K<0.1%+267+41.1%AddedHistory
PODDInsulet CorpStock311$96.0K<0.1%+18+6.1%AddedHistory
BTSGBrightSpring Health Services, Inc.COM3,261$96.4K<0.1%+1,420+77.1%AddedHistory
RITMRithm Capital Corp.REIT8,468$96.5K<0.1%+1,818+27.3%AddedHistory
iShares Core S&P US Value ETF464287663ETF967$96.7K<0.1%00.0%Unchanged–
TECKTeck Resources LtdCL B2,217$97.3K<0.1%+1,004+82.8%AddedHistory
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$97.5K<0.1%00.0%Unchanged–
BKHBlack Hills CorpCOM1,584$97.6K<0.1%−2,058−56.5%ReducedHistory
QGENQiagen N.V.COMMON STOCK2,184$97.6K<0.1%−414−15.9%ReducedHistory
GHIGreystone Housing Impact Investors LPBEN UNIT CTF9,477$97.6K<0.1%+750+8.6%AddedHistory
INSMINSMED IncCOM PAR $.01678$97.6K<0.1%+14+2.1%AddedHistory
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$97.7K<0.1%+1,500+50.0%Added–
HLNEHamilton Lane INCCL A725$97.7K<0.1%−269−27.1%ReducedHistory
ZIONZions Bancorporation, National AssociationCOM1,728$97.8K<0.1%−88−4.8%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM1,316$98.0K<0.1%+9+0.7%AddedHistory
GDDYGoDaddy Inc.CL A717$98.1K<0.1%−413−36.5%ReducedHistory
LNWOLight & Wonder, Inc.COM1,170$98.2K<0.1%−136−10.4%ReducedHistory
CPNGCoupang, Inc.CL A3,054$98.3K<0.1%−262−7.9%ReducedHistory
OMFOneMain Holdings, Inc.COM1,742$98.4K<0.1%+619+55.1%AddedHistory
RBB FD Inc74933W536US TREASR 10 YR2,229$98.6K<0.1%+747+50.4%Added–
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$98.8K<0.1%+1,500+27.3%AddedHistory
PDIPIMCO Dynamic Income FundSHS5,000$99.0K<0.1%00.0%UnchangedHistory
ALVAutoliv IncCOM803$99.2K<0.1%+73+10.0%AddedHistory
HOLXHologic IncCOM1,470$99.2K<0.1%−66−4.3%ReducedHistory
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$99.3K<0.1%00.0%UnchangedHistory
FYBRFrontier Communications Parent, Inc.COM2,662$99.4K<0.1%+147+5.8%AddedHistory
CGCarlyle Group Inc.COM1,587$99.5K<0.1%+33+2.1%AddedHistory
WATWaters CorpCOM332$99.5K<0.1%−54−14.0%ReducedHistory
CARGCarGurus, Inc.COM CL A2,675$99.6K<0.1%+1,036+63.2%AddedHistory
NTESNetEase, Inc.SPONSORED ADS656$99.7K<0.1%+114+21.0%AddedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,618$100.1K<0.1%+2+0.1%AddedHistory
JXNJackson Financial Inc.COM CL A992$100.4K<0.1%+81+8.9%AddedHistory
BF.BBrown Forman CorpStock3,714$100.6K<0.1%+24+0.7%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS5,302$100.7K<0.1%+1,490+39.1%AddedHistory
CVECenovus Energy Inc.COM5,933$100.8K<0.1%+1,021+20.8%AddedHistory
MORNMorningstar, Inc.COM435$100.9K<0.1%−126−22.5%ReducedHistory
GIBCgi IncCL A1,133$101.0K<0.1%−319−22.0%ReducedHistory
ERICEricsson LM Telephone CoADR B SEK 1012,224$101.1K<0.1%−1,909−13.5%ReducedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,272$101.2K<0.1%+1,783+51.1%AddedHistory
LEALear CorpCOM NEW1,009$101.5K<0.1%+41+4.2%AddedHistory
AVAHAveanna Healthcare Holdings, Inc.COM11,466$101.7K<0.1%+11,453+88,100.0%AddedHistory
MCYMercury General CorpCOM1,205$102.2K<0.1%−4−0.3%ReducedHistory
DOCHealthpeak Properties, Inc.COM5,362$102.7K<0.1%+121+2.3%AddedHistory
CASYCaseys General Stores IncCOM182$102.9K<0.1%−36−16.5%ReducedHistory
PCTYPaylocity Holding CorpCOM646$102.9K<0.1%+181+38.9%AddedHistory
NGVTIngevity CorpCOM1,870$103.2K<0.1%+254+15.7%AddedHistory
HWCHancock Whitney CorpCOM1,656$103.7K<0.1%+45+2.8%AddedHistory
TXNMTXNM Energy IncCOM1,839$104.0K<0.1%+311+20.4%AddedHistory
VALEVale S.A.SPONSORED ADS9,607$104.3K<0.1%−1,093−10.2%ReducedHistory
AVTAvnet IncCOM2,005$104.8K<0.1%+87+4.5%AddedHistory
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$105.0K<0.1%+3,898New–
ACTEnact Holdings, Inc.COM2,745$105.2K<0.1%−483−15.0%ReducedHistory
ONCBeOne Medicines Ltd.ADR310$105.6K<0.1%+30+10.7%AddedHistory
BALLBALL CorpCOM2,098$105.8K<0.1%−2,045−49.4%ReducedHistory
iShares Tr464287515EXPANDED TECH920$105.8K<0.1%+842+1,079.5%Added–
DEODiageo PLCSPON ADR NEW1,110$105.9K<0.1%−124−10.0%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW1,048$106.2K<0.1%+358+51.9%AddedHistory
ADUSAddus HomeCare CorpCOM901$106.3K<0.1%+340+60.6%AddedHistory
MATMattel IncCOM6,320$106.4K<0.1%−2,457−28.0%ReducedHistory
Pacer FDS Tr69374H634AMERICAN ENERGY2,670$106.4K<0.1%+6+0.2%Added–
MMSIMerit Medical Systems IncCOM1,283$106.8K<0.1%+361+39.2%AddedHistory
GPNGlobal Payments IncStock1,286$106.9K<0.1%−880−40.6%ReducedHistory
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$107.1K<0.1%+3,900NewHistory
LNTAlliant Energy CorpStock1,590$107.2K<0.1%+7+0.4%AddedHistory
TELFYTelefonica S ASPONSORED ADR21,128$107.3K<0.1%+219+1.0%AddedHistory
KIMKimco Realty CorpCOM4,914$107.4K<0.1%−155−3.1%ReducedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF458$107.6K<0.1%−82−15.2%Reduced–
LCIILci IndustriesCOM1,155$107.6K<0.1%−17−1.5%ReducedHistory
MTArcelorMittalNY REGISTRY SH2,988$108.0K<0.1%+566+23.4%AddedHistory
PBFPBF Energy Inc.CL A3,586$108.2K<0.1%−147−3.9%ReducedHistory
BBarrick Mining CorpStock3,308$108.4K<0.1%+755+29.6%AddedHistory
EVTCEVERTEC, Inc.COM3,216$108.6K<0.1%+1,220+61.1%AddedHistory
FXEInvesco CurrencyShares Euro TrustEURO SHS1,006$109.0K<0.1%+2+0.2%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF1,237$109.7K<0.1%00.0%Unchanged–
ATRAptargroup, Inc.Stock821$109.7K<0.1%+256+45.3%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A2,746$109.8K<0.1%00.0%UnchangedHistory
Vanguard Materials ETF92204A801ETF536$109.8K<0.1%00.0%Unchanged–
DOWDow Inc.Stock4,793$109.9K<0.1%−1,581−24.8%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM4,865$110.1K<0.1%−564−10.4%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,620$110.2K<0.1%+44+1.7%Added–
CHRWC. H. Robinson Worldwide, Inc.COM NEW834$110.4K<0.1%−269−24.4%ReducedHistory
HSYHershey CoCOM595$111.3K<0.1%−102−14.6%ReducedHistory
VVRInvesco Senior Income TrustCOM32,227$111.5K<0.1%+9,235+40.2%AddedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR9,935$111.7K<0.1%−1,239−11.1%ReducedHistory
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$111.7K<0.1%00.0%Unchanged–
MPMP Materials Corp.COM CL A1,666$111.7K<0.1%−162−8.9%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