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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
CLLSCellectis S.A.SPON ADS196$559<0.1%+183+1,407.7%AddedHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$563<0.1%00.0%Unchanged–
CTNMContineum Therapeutics, Inc.CL A48$564<0.1%+37+336.4%AddedHistory
CLNEClean Energy Fuels Corp.COM219$565<0.1%00.0%UnchangedHistory
IVVDInvivyd, Inc.COM514$565<0.1%+405+371.6%AddedHistory
BAERBridger Aerospace Group Holdings, Inc.COM309$572<0.1%−143−31.6%ReducedHistory
MOLNMolecular Partners AGADS155$575<0.1%+114+278.0%AddedHistory
ESCAEscalade IncCOM46$578<0.1%+7+17.9%AddedHistory
PAYOPayoneer Global Inc.COM96$581<0.1%−307−76.2%ReducedHistory
NWFLNorwood Financial CorpCOM23$585<0.1%+12+109.1%AddedHistory
SIONSionna Therapeutics, Inc.COM20$588<0.1%+20NewHistory
BFINBankFinancial CORPCOM49$589<0.1%+49NewHistory
MGTXMeiraGTx Holdings plcCOM72$593<0.1%00.0%UnchangedHistory
CEPUCentral Puerto S.A.SPONSORED ADR74$593<0.1%−123−62.4%ReducedHistory
AUGOAura Minerals Inc.SHS16$595<0.1%+16NewHistory
OSGOctave Specialty Group IncCOM NEW72$600<0.1%+21+41.2%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF6$601<0.1%00.0%Unchanged–
QSIQuantum-Si IncCOM CL A427$602<0.1%−401−48.4%ReducedHistory
BPRNPrinceton Bancorp, Inc.COM19$605<0.1%+14+280.0%AddedHistory
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$608<0.1%00.0%Unchanged–
MBIMbia IncCOM82$611<0.1%00.0%UnchangedHistory
BRCCBRC Inc.COM CL A392$612<0.1%+373+1,963.2%AddedHistory
NMRANeumora Therapeutics, Inc.COM336$612<0.1%−801−70.4%ReducedHistory
EPSNEpsilon Energy Ltd.COM122$615<0.1%+122NewHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW455$615<0.1%−708−60.9%ReducedHistory
Fidelity High Dividend ETF316092840ETF11$616<0.1%00.0%Unchanged–
TYRATyra Biosciences, Inc.COM44$616<0.1%+4+10.0%AddedHistory
DDIDoubleDown Interactive Co., Ltd.ADS66$616<0.1%−21−24.1%ReducedHistory
IQiQIYI, Inc.SPONSORED ADS241$617<0.1%00.0%UnchangedHistory
HBBHamilton Beach Brands Holding CoCOM CL A43$618<0.1%−40−48.2%ReducedHistory
ABSIAbsci CorpCOM204$620<0.1%−6−2.9%ReducedHistory
OMOutset Medical, Inc.COM NEW44$621<0.1%+44NewHistory
NXDTNexpoint Diversified Real Estate TrustCOM NEW169$623<0.1%−2,124−92.6%ReducedHistory
EVTLVertical Aerospace Ltd.SHS NEW120$623<0.1%+120NewHistory
TASKTaskUs, Inc.CLASS A COM35$625<0.1%00.0%UnchangedHistory
GOTUGaotu Techedu Inc.SPONSORED ADS192$626<0.1%−8−4.0%ReducedHistory
KEKimball Electronics, Inc.Stock21$627<0.1%00.0%UnchangedHistory
RBBNRibbon Communications Inc.COM165$627<0.1%−48−22.5%ReducedHistory
XPELXPEL, Inc.COM19$628<0.1%00.0%UnchangedHistory
TET1 Energy Inc.COM NEW288$628<0.1%00.0%UnchangedHistory
GNLXGENELUX CorpCOM150$630<0.1%+150NewHistory
ERIIEnergy Recovery, Inc.COM41$632<0.1%+4+10.8%AddedHistory
EPMEvolution Petroleum CorpCOM132$636<0.1%+123+1,366.7%AddedHistory
MFINMedallion Financial CorpCOM63$636<0.1%+1+1.6%AddedHistory
OPRXOptimizeRx CorpCOM NEW31$636<0.1%+2+6.9%AddedHistory
RMNIRimini Street, Inc.COM136$636<0.1%−33−19.5%ReducedHistory
MHDBlackRock Muniholdings Fund, Inc.COM54$638<0.1%00.0%UnchangedHistory
LOARLoar Holdings Inc.COM SHS8$640<0.1%−6−42.9%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF8$642<0.1%00.0%Unchanged–
CRD.ACrawford & CoCL A60$642<0.1%+11+22.4%AddedHistory
BIOABioAge Labs, Inc.COM110$647<0.1%+101+1,122.2%AddedHistory
NTZNatuzzi S P ASPON ADS202$650<0.1%−199−49.6%ReducedHistory
KRKR36Kr Holdings Inc.SPONSORED ADS93$653<0.1%00.0%UnchangedHistory
FLLFull House Resorts IncCOM204$655<0.1%−71−25.8%ReducedHistory
FUNCFirst United CorpCOM18$662<0.1%00.0%UnchangedHistory
SAMGSilvercrest Asset Management Group Inc.CL A42$662<0.1%+26+162.5%AddedHistory
ATHEAlterity Therapeutics LtdSPONSORED ADS177$666<0.1%−451−71.8%ReducedHistory
CFFIC & F Financial CorpCOM10$672<0.1%00.0%UnchangedHistory
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$675<0.1%+373NewHistory
XCHXCHG LtdADR523$675<0.1%+376+255.8%AddedHistory
HOSHornbeck Offshore Services, Inc.Stock103$676<0.1%−1,541−93.7%ReducedHistory
XNCRXencor IncCOM58$680<0.1%−298−83.7%ReducedHistory
AVBPArriVent BioPharma, Inc.COM37$683<0.1%00.0%UnchangedHistory
OGIOrganigram Global Inc.COM337$684<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF27$688<0.1%00.0%Unchanged–
RVSBRiverview Bancorp IncCOM128$688<0.1%+128NewHistory
CTEVClaritev CorpCL A NEW13$690<0.1%+13NewHistory
MDCXMedicus Pharma Ltd.COM300$695<0.1%+300NewHistory
ABOSAcumen Pharmaceuticals, Inc.COM407$696<0.1%−8−1.9%ReducedHistory
IMXIInternational Money Express, Inc.COM50$699<0.1%−169−77.2%ReducedHistory
CAAPCorporacion America Airports S.A.COM39$707<0.1%+39NewHistory
LOVELovesac CoCOM42$711<0.1%−67−61.5%ReducedHistory
FVCBFVCBankcorp, Inc.COM55$714<0.1%+49+816.7%AddedHistory
PTLOPortillo's Inc.COM CL A111$716<0.1%+9+8.8%AddedHistory
CFBKCF Bankshares Inc.COM30$719<0.1%+30NewHistory
LCNBLCNB CorpCOM48$720<0.1%+38+380.0%AddedHistory
Iclick Interactive Asia Grou45113Y104SPONSORED ADR215$720<0.1%−76−26.1%Reduced–
RAREUltragenyx Pharmaceutical Inc.COM24$722<0.1%−335−93.3%ReducedHistory
RUMRUM Group Inc.Stock100$724<0.1%−60−37.5%ReducedHistory
IMVTImmunovant, Inc.COM45$726<0.1%+29+181.3%AddedHistory
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM50$727<0.1%+1+2.0%AddedHistory
CVLGCovenant Logistics Group, Inc.CL A34$737<0.1%+22+183.3%AddedHistory
OTLKOutlook Therapeutics, Inc.Stock696$738<0.1%−126−15.3%ReducedHistory
INSPInspire Medical Systems, Inc.COM10$742<0.1%−15−60.0%ReducedHistory
QTRXQuanterix CorpCOM137$744<0.1%−94−40.7%ReducedHistory
FINVFinVolution GroupSPONSORED ADS101$745<0.1%+68+206.1%AddedHistory
TRUETrueCar, Inc.COM410$754<0.1%−177−30.2%ReducedHistory
NGNENeurogene Inc.COM44$762<0.1%+27+158.8%AddedHistory
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS349$768<0.1%+306+711.6%AddedHistory
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$770<0.1%00.0%Unchanged–
GPROGoPro, Inc.CL A364$772<0.1%−3,682−91.0%ReducedHistory
SWK Holdings Corp78501P203COM NEW53$772<0.1%+32+152.4%Added–
DFHDream Finders Homes, Inc.COM CL A30$778<0.1%00.0%UnchangedHistory
AVDLAvadel Pharmaceuticals PLCStock51$779<0.1%+5+10.9%AddedHistory
SGHTSight Sciences, Inc.COM227$781<0.1%+6+2.7%AddedHistory
RGCORGC Resources IncCOM35$785<0.1%+6+20.7%AddedHistory
LVOLiveOne, Inc.COM NEW191$789<0.1%+185+2,931.7%AddedConverted for a 1-for-10 splitHistory
EBMTEagle Bancorp Montana, Inc.COM46$794<0.1%+46NewHistory
AARDAardvark Therapeutics, Inc.COM60$797<0.1%+60NewHistory
PLAYDave & Buster's Entertainment, Inc.COM44$799<0.1%−6−12.0%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