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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
PCTPureCycle Technologies, Inc.COM61$802<0.1%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM56$804<0.1%+55+5,500.0%AddedHistory
EVLVEvolv Technologies Holdings, Inc.COM CL A107$808<0.1%00.0%UnchangedHistory
SSTISoundthinking, Inc.COM67$808<0.1%+67NewHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$812<0.1%00.0%Unchanged–
HAFNHafnia LtdORD SHS137$821<0.1%00.0%UnchangedHistory
RICKRci Hospitality Holdings, Inc.COM27$824<0.1%+11+68.8%AddedHistory
MKTWMarketwise, Inc.COM NEW CL A50$827<0.1%+1+2.0%AddedHistory
VIRCVirco Mfg CorporationCOM107$829<0.1%−72−40.2%ReducedHistory
APIAgora, Inc.ADS218$833<0.1%+2+0.9%AddedHistory
CDXSCodexis, Inc.COM342$835<0.1%00.0%UnchangedHistory
PHATPhathom Pharmaceuticals, Inc.COM71$836<0.1%−8−10.1%ReducedHistory
INGMIngram Micro Holding CorpCOM39$838<0.1%+39NewHistory
LWLGLightwave Logic, Inc.COM228$846<0.1%−15−6.2%ReducedHistory
SPDR Series Trust78464A201ST STR SP600GRWO9$849<0.1%+9New–
MREOMereo BioPharma Group plcSPON ADS417$859<0.1%−53−11.3%ReducedHistory
WGSGeneDx Holdings Corp.COM CL A8$861<0.1%+1+14.3%AddedHistory
AOSLAlpha & Omega Semiconductor LtdSHS31$867<0.1%00.0%UnchangedHistory
ACRSAclaris Therapeutics, Inc.COM458$870<0.1%00.0%UnchangedHistory
MLABMesa Laboratories IncCOM13$871<0.1%−65−83.3%ReducedHistory
PRTAProthena Corp Public Ltd CoSHS90$879<0.1%+90NewHistory
IHiHuman Inc.ADS COMMON305$881<0.1%00.0%UnchangedHistory
PBYIPuma Biotechnology, Inc.COM167$887<0.1%+6+3.7%AddedHistory
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB13$890<0.1%+13NewHistory
BYNDBeyond Meat, Inc.COM472$892<0.1%+2+0.4%AddedHistory
Abrdn ETFs003261203BBRG ALL COMMDY26$893<0.1%00.0%Unchanged–
UAAUnder Armour, Inc.Stock180$898<0.1%−1,072−85.6%ReducedHistory
ANNXAnnexon, Inc.COM296$903<0.1%+44+17.5%AddedHistory
GCBCGreene County Bancorp IncCOM40$904<0.1%+25+166.7%AddedHistory
HIPOHippo Holdings Inc.COM NEW25$904<0.1%−14−35.9%ReducedHistory
MECMayville Engineering Company, Inc.COM66$908<0.1%−49−42.6%ReducedHistory
ALTGAlta Equipment Group Inc.COMMON STOCK126$912<0.1%00.0%UnchangedHistory
ALXOAlx Oncology Holdings IncCOM499$913<0.1%−130−20.7%ReducedHistory
FOCLEdap TMS SASPONSORED ADR400$916<0.1%−635−61.4%ReducedHistory
NAMIJinxin Technology Holding CoADS898$916<0.1%+898NewHistory
BVFLBV Financial, Inc.COM NEW57$919<0.1%+7+14.0%AddedHistory
HUMAHumacyte, Inc.COM528$919<0.1%−478−47.5%ReducedHistory
VELVelocity Financial, Inc.COM51$925<0.1%+28+121.7%AddedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$926<0.1%00.0%Unchanged–
DJCODaily Journal CorpCOM2$930<0.1%−8−80.0%ReducedHistory
SPTSprout Social, Inc.COM CL A72$930<0.1%−2−2.7%ReducedHistory
OCULOcular Therapeutix, IncCOM80$935<0.1%+2+2.6%AddedHistory
RDNWRideNow Group, Inc.COM CL B213$937<0.1%−45−17.4%ReducedHistory
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$944<0.1%00.0%Unchanged–
KIDSOrthopediatrics CorpCOM51$945<0.1%−24−32.0%ReducedHistory
MYPSPLAYSTUDIOS, Inc.CLASS A COM985$948<0.1%−3,191−76.4%ReducedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG69$952<0.1%+69NewHistory
SABRSabre CorpCOM520$952<0.1%−213−29.1%ReducedHistory
NRIMNorthrim Bancorp IncCOM44$953<0.1%−4−8.3%ReducedConverted for a 4-for-1 splitHistory
PRAXPraxis Precision Medicines, Inc.COM NEW18$954<0.1%00.0%UnchangedHistory
PKOHPark Ohio Holdings CorpCOM45$956<0.1%+34+309.1%AddedHistory
ABXAbacus Global Management, Inc.CL A168$963<0.1%+168NewHistory
PYXSPyxis Oncology, Inc.COMMON STOCK434$964<0.1%−157−26.6%ReducedHistory
LUNRIntuitive Machines, Inc.CLASS A COM92$968<0.1%−16−14.8%ReducedHistory
VKTXViking Therapeutics, Inc.COM37$972<0.1%−61−62.2%ReducedHistory
FCBCFirst Community Bankshares IncCOM28$974<0.1%+15+115.4%AddedHistory
DGICBDonegal Group IncCL B59$981<0.1%−20−25.3%ReducedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF46$983<0.1%+32+228.6%Added–
EMLEastern CoCOM42$985<0.1%+9+27.3%AddedHistory
CDRECadre Holdings, Inc.COM27$986<0.1%+14+107.7%AddedHistory
STXSStereotaxis, Inc.COM NEW322$1.00K<0.1%−9−2.7%ReducedHistory
UFIUnifi IncCOM NEW211$1.00K<0.1%+211NewHistory
WisdomTree Tr97717W315EMER MKT HIGH FD22$1.01K<0.1%−50−69.4%Reduced–
SIBNSI-BONE, Inc.COM69$1.02K<0.1%−2−2.8%ReducedHistory
DNTHDianthus Therapeutics, Inc.COM26$1.02K<0.1%+26NewHistory
WBTNWEBTOON Entertainment Inc.COM53$1.03K<0.1%+27+103.8%AddedHistory
SPCEVirgin Galactic Holdings, IncStock268$1.03K<0.1%−1,092−80.3%ReducedHistory
GAMGeneral American Investors Co IncCOM17$1.04K<0.1%00.0%UnchangedHistory
LTBRLIGHTBRIDGE CorpCOM49$1.04K<0.1%00.0%UnchangedHistory
CLPRClipper Realty Inc.COM274$1.04K<0.1%+8+3.0%AddedHistory
DDLDingdong (Cayman) LtdADS505$1.04K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1.05K<0.1%00.0%Unchanged–
AGENAgenus IncCOM NEW274$1.05K<0.1%−567−67.4%ReducedHistory
MYFWFirst Western Financial IncCOM46$1.06K<0.1%−5−9.8%ReducedHistory
OABIOmniAb, Inc.COM665$1.06K<0.1%−460−40.9%ReducedHistory
DBIDesigner Brands Inc.CL A301$1.07K<0.1%+124+70.1%AddedHistory
QXOQXO, Inc.COM NEW56$1.07K<0.1%−64−53.3%ReducedHistory
EHTHeHealth, Inc.COM248$1.07K<0.1%+248NewHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG36$1.07K<0.1%+36New–
FLWS1 800 Flowers Com IncCL A233$1.07K<0.1%−19−7.5%ReducedHistory
PSNLPersonalis, Inc.COM165$1.08K<0.1%00.0%UnchangedHistory
SBFGSB Financial Group, Inc.COM56$1.08K<0.1%+13+30.2%AddedHistory
iShares Inc464286392MSCI WORLD ETF6$1.09K<0.1%00.0%Unchanged–
SYRESpyre Therapeutics, Inc.COM NEW65$1.09K<0.1%00.0%UnchangedHistory
MBOTMicrobot Medical Inc.COM NEW357$1.09K<0.1%00.0%UnchangedHistory
ASPSAltisource Portfolio Solutions S.A.SHS NEW94$1.10K<0.1%+94NewHistory
ALVOAlvotechORDINARY SHARES134$1.10K<0.1%−340−71.7%ReducedHistory
NWPXNWPX Infrastructure, Inc.COM21$1.11K<0.1%+12+133.3%AddedHistory
GDLCGrayscale CoinDesk Crypto 5 ETFUSD SHS20$1.12K<0.1%+20NewHistory
FNWDFinward BancorpCOM35$1.12K<0.1%+35NewHistory
NVCRNovoCure LtdORD SHS87$1.12K<0.1%+13+17.6%AddedHistory
VABKVirginia National Bankshares CorpCOM29$1.13K<0.1%+19+190.0%AddedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR25$1.13K<0.1%00.0%UnchangedHistory
INDVIndivior Pharmaceuticals, Inc.ORD47$1.13K<0.1%+47NewHistory
SSPE.W. Scripps CoCL A NEW462$1.14K<0.1%−25−5.1%ReducedHistory
STGWStagwell IncCOM CL A202$1.14K<0.1%+62+44.3%AddedHistory
ATEXAnterix Inc.COM53$1.14K<0.1%+46+657.1%AddedHistory
CLARClarus CorpCOM327$1.15K<0.1%−19−5.5%ReducedHistory
MYDBlackRock Muniyield Fund, Inc.COM109$1.15K<0.1%00.0%UnchangedHistory
CURICuriosityStream Inc.COM CL A217$1.15K<0.1%+13+6.4%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