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
SCPHscPharmaceuticals Inc.COM63$357<0.1%+4+6.8%AddedHistory
LGVNLongeveron Inc.COM481$361<0.1%00.0%UnchangedHistory
POWWOutdoor Holding CoCOM246$364<0.1%−256−51.0%ReducedHistory
KLARKlarna Group plcStock10$367<0.1%+10NewHistory
FHTXFoghorn Therapeutics Inc.COM75$367<0.1%00.0%UnchangedHistory
OPALOPAL Fuels Inc.CLASS A COM168$370<0.1%+168NewHistory
CDZICadiz IncCOM NEW79$373<0.1%−56−41.5%ReducedHistory
CTGOContango Silver & Gold Inc.COM15$374<0.1%−3−16.7%ReducedHistory
FSTRFoster L B CoCOM14$377<0.1%00.0%UnchangedHistory
EEXEmerald Holding, Inc.COM76$387<0.1%00.0%UnchangedHistory
RCELAVITA Medical, Inc.COM76$388<0.1%+49+181.5%AddedHistory
TCXTucows IncCOM NEW21$390<0.1%+11+110.0%AddedHistory
SWBISmith & Wesson Brands, Inc.COM40$393<0.1%−162−80.2%ReducedHistory
HUYAHUYA Inc.ADS REP SHS A118$393<0.1%−176−59.9%ReducedHistory
STROSutro Biopharma, Inc.COM454$394<0.1%−1,017−69.1%ReducedHistory
RMBIRichmond Mutual Bancorporation, Inc.COM28$398<0.1%+28NewHistory
RNACCartesian Therapeutics, Inc.COM NEW39$399<0.1%−8−17.0%ReducedHistory
AFRIForafric Global PLCORDINARY SHARES46$400<0.1%+8+21.1%AddedHistory
STOKStoke Therapeutics, Inc.COM17$400<0.1%−1−5.6%ReducedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM23$401<0.1%+22+2,200.0%AddedHistory
MBXMBX Biosciences, Inc.COM23$403<0.1%−6−20.7%ReducedHistory
INSGInseego Corp.COM27$404<0.1%−116−81.1%ReducedHistory
VTYXVentyx Biosciences, Inc.COM130$404<0.1%−1,911−93.6%ReducedHistory
PONYPony AI Inc.SPONSORED ADS18$405<0.1%+18NewHistory
ONEWOneWater Marine Inc.CL A COM26$412<0.1%−557−95.5%ReducedHistory
MLGOMicroAlgo Inc.COM45$412<0.1%+45NewHistory
PERIPerion Network Ltd.SHS NEW43$413<0.1%+43NewHistory
LDIloanDepot, Inc.COM CL A135$414<0.1%+135NewHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$418<0.1%00.0%Unchanged–
INNVInnovAge Holding Corp.COM81$418<0.1%+43+113.2%AddedHistory
REPLReplimune Group, Inc.COM100$419<0.1%00.0%UnchangedHistory
SMBCSouthern Missouri Bancorp, Inc.COM8$420<0.1%−1−11.1%ReducedHistory
COOKTraeger, Inc.COMMON STOCK344$420<0.1%−64−15.7%ReducedHistory
METCBRamaco Resources, Inc.COM CL B25$421<0.1%−939−97.4%ReducedHistory
SLPSimulations Plus, Inc.COM28$422<0.1%+28NewHistory
PLSEPulse Biosciences, Inc.COM24$425<0.1%−5−17.2%ReducedHistory
ISPRIspire Technology Inc.COM168$430<0.1%+28+20.0%AddedHistory
OOMAOoma IncCOM36$432<0.1%−447−92.5%ReducedHistory
COYACoya Therapeutics, Inc.COMMON STOCK76$433<0.1%−53−41.1%ReducedHistory
TZOOTravelzooCOM NEW44$433<0.1%+44NewHistory
CADLCandel Therapeutics, Inc.COM86$439<0.1%+86NewHistory
UNTYUnity Bancorp IncCOM9$440<0.1%−119−93.0%ReducedHistory
ALTIAlTi Global, Inc.CL A125$445<0.1%+6+5.0%AddedHistory
TriSalus Life Sciences, Inc.58507N105COM CL A96$446<0.1%+96New–
Tevogen Inc.G8028L107CLASS A ORD569$447<0.1%+489+611.3%Added–
LFCRLifecore Biomedical, Inc. DECOM61$449<0.1%+7+13.0%AddedHistory
AOMRAngel Oak Mortgage REIT, Inc.COM48$450<0.1%+40+500.0%AddedHistory
CLYMClimb Bio, Inc.COM224$450<0.1%+173+339.2%AddedHistory
ANIKAnika Therapeutics, Inc.COM48$451<0.1%−64−57.1%ReducedHistory
JACKJack in the Box IncCOM23$454<0.1%−72−75.8%ReducedHistory
FUNSix Flags Entertainment CorporationCOM20$454<0.1%−313−94.0%ReducedHistory
CSTLCastle Biosciences IncCOM20$455<0.1%−27−57.4%ReducedHistory
ARTVArtiva Biotherapeutics, Inc.COM159$456<0.1%+159NewHistory
NVCTNuvectis Pharma, Inc.COM76$458<0.1%−20−20.8%ReducedHistory
MLNKMeridianLink, Inc.COMMON STOCK23$458<0.1%−404−94.6%ReducedHistory
VMEOVimeo, Inc.COMMON STOCK60$465<0.1%−569−90.5%ReducedHistory
ACTUActuate Therapeutics, Inc.COM70$469<0.1%+70NewHistory
OMEROmeros CorpCOM115$472<0.1%−68−37.2%ReducedHistory
WWRWestwater Resources, Inc.COM NEW500$474<0.1%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock75$484<0.1%00.0%UnchangedHistory
MERCMercer International Inc.COM168$484<0.1%−275−62.1%ReducedHistory
INRInfinity Natural Resources, Inc.COM CL A37$485<0.1%−344−90.3%ReducedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS20$485<0.1%00.0%UnchangedHistory
LCTXLineage Cell Therapeutics, Inc.COM288$487<0.1%−714−71.3%ReducedHistory
NNNextnav Inc.COMMON STOCK34$487<0.1%−72−67.9%ReducedHistory
AVXLAnavex Life Sciences Corp.COM NEW55$490<0.1%−23−29.5%ReducedHistory
RANIRani Therapeutics Holdings, Inc.COM CL A980$490<0.1%+980NewHistory
COFSChoiceone Financial Services IncCOM17$492<0.1%−1−5.6%ReducedHistory
LOBLive Oak Bancshares, Inc.COM14$493<0.1%00.0%UnchangedHistory
EVOEvotec SESPONSORED ADS136$494<0.1%+136NewHistory
MIRAMira Pharmaceuticals, Inc.COM365$496<0.1%+365NewHistory
INSEInspired Entertainment, Inc.COM53$497<0.1%00.0%UnchangedHistory
LWAYLifeway Foods, Inc.COM18$500<0.1%00.0%UnchangedHistory
MURAMural Oncology plcORD SHS243$503<0.1%+243NewHistory
BMGLBasel Medical Group LtdORD SHS277$504<0.1%+277NewHistory
BETRBetter Home & Finance Holding CoCOM NEW CL A9$505<0.1%+9NewHistory
ESOAEnergy Services of America CORPCOM49$507<0.1%+49NewHistory
SMTISanara MedTech Inc.COM16$508<0.1%+9+128.6%AddedHistory
SIDNational Steel CoSPONSORED ADR340$510<0.1%−5,334−94.0%ReducedHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%Unchanged–
NPWRNet Power Inc.COM CL A171$515<0.1%−132−43.6%ReducedHistory
NODKNI Holdings, Inc.COM38$515<0.1%+24+171.4%AddedHistory
ATSATS CorpCOM20$524<0.1%00.0%UnchangedHistory
ACTGAcacia Research CorpACACIA TCH COM162$527<0.1%−2,729−94.4%ReducedHistory
TELOTelomir Pharmaceuticals, Inc.COM379$527<0.1%+333+723.9%AddedHistory
VOCVOC Energy TrustTR UNIT180$527<0.1%00.0%UnchangedHistory
CEVACeva IncCOM20$528<0.1%−47−70.1%ReducedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT120$529<0.1%00.0%UnchangedHistory
HBIOHarvard Bioscience IncCOM1,219$535<0.1%−158−11.5%ReducedHistory
FCCOFirst Community CorpCOM19$536<0.1%+19NewHistory
GRPNGroupon, Inc.COM NEW23$537<0.1%+8+53.3%AddedHistory
PALProficient Auto Logistics, IncCOM78$537<0.1%+46+143.8%AddedHistory
CLMBClimb Global Solutions, Inc.COM4$539<0.1%−33−89.2%ReducedHistory
ABUSArbutus Biopharma CorpCOM119$540<0.1%−50−29.6%ReducedHistory
RZLTRezolute, Inc.COM NEW58$545<0.1%+58NewHistory
DVAXDynavax Technologies CorpCOM NEW55$546<0.1%−59−51.8%ReducedHistory
SCLXScilex Holding CoCOM NEW28$551<0.1%+28NewHistory
SOLEmeren Group LtdSPONSORED ADS293$554<0.1%+101+52.6%AddedHistory
CTRNCiti Trends IncCOM18$558<0.1%+18NewHistory
EUenCore Energy Corp.COM NEW174$559<0.1%00.0%UnchangedHistory

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