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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
IROQIF Bancorp, Inc.COM75$1.94K<0.1%00.0%UnchangedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW69$1.94K<0.1%00.0%UnchangedHistory
CCOClear Channel Outdoor Holdings, Inc.COM1,236$1.95K<0.1%+1,156+1,445.0%AddedHistory
CMTCore Molding Technologies IncCOM95$1.95K<0.1%−50−34.5%ReducedHistory
CBRLCracker Barrel Old Country Store, IncCOM44$1.95K<0.1%00.0%UnchangedHistory
AMCXAMC Global Media Inc.CL A239$1.97K<0.1%+197+469.0%AddedHistory
XRXXerox Holdings CorpCOM NEW527$1.98K<0.1%−1,633−75.6%ReducedHistory
Global X FDS37954Y343GLBL X MLP ETF41$1.99K<0.1%00.0%Unchanged–
PAXPatria Investments LtdCOM CL A136$1.99K<0.1%−898−86.8%ReducedHistory
VRDNViridian Therapeutics, Inc.COM92$1.99K<0.1%+43+87.8%AddedHistory
CHMGChemung Financial CorpCOM38$2.00K<0.1%+9+31.0%AddedHistory
BRBSBlue Ridge Bankshares, Inc.COM478$2.02K<0.1%+12+2.6%AddedHistory
GETYGetty Images Holdings, Inc.CL A COM1,028$2.04K<0.1%−36−3.4%ReducedHistory
OCGNOcugen, Inc.COM1,250$2.04K<0.1%−300−19.4%ReducedHistory
PSQHPSQ Holdings, Inc.CL A1,067$2.04K<0.1%+1,011+1,805.4%AddedHistory
ACHAccendra Health IncStock426$2.04K<0.1%−836−66.2%ReducedHistory
SMMTSummit Therapeutics Inc.COM99$2.04K<0.1%+99NewHistory
TMCITreace Medical Concepts, Inc.COM305$2.05K<0.1%−144−32.1%ReducedHistory
MESOMesoblast LtdADR128$2.06K<0.1%−31−19.5%ReducedHistory
OBTOrange County Bancorp, Inc.COM82$2.07K<0.1%−281−77.4%ReducedHistory
LANDGladstone Land CorpCOM226$2.07K<0.1%+136+151.1%AddedHistory
AURAAura Biosciences, Inc.COM336$2.08K<0.1%+28+9.1%AddedHistory
JMSBJohn Marshall Bancorp, Inc.COM105$2.08K<0.1%+22+26.5%AddedHistory
UTIUniversal Technical Institute IncCOM64$2.08K<0.1%−104−61.9%ReducedHistory
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2.09K<0.1%+52New–
IVRInvesco Mortgage Capital Inc.COM277$2.09K<0.1%+277NewHistory
TOURTuniu CorpSPONSORED ADS A2,216$2.11K<0.1%−70−3.1%ReducedHistory
STAAStaar Surgical CoCOM PAR $0.0179$2.12K<0.1%−248−75.8%ReducedHistory
TTGTTechTarget, Inc.COM NEW367$2.13K<0.1%+145+65.3%AddedHistory
ATRCAtriCure, Inc.COM61$2.15K<0.1%+26+74.3%AddedHistory
SILASila Realty Trust, Inc.COMMON STOCK86$2.16K<0.1%+86NewHistory
IDRIdaho Strategic Resources, Inc.COM NEW64$2.16K<0.1%00.0%UnchangedHistory
TICTIC Solutions, Inc.COM163$2.17K<0.1%+163NewHistory
BOOMDMC Global Inc.COM257$2.17K<0.1%+26+11.3%AddedHistory
EYPTEyePoint, Inc.COM NEW153$2.18K<0.1%00.0%UnchangedHistory
CWCOConsolidated Water Co. Ltd.ORD62$2.19K<0.1%+30+93.8%AddedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW56$2.19K<0.1%+30+115.4%AddedHistory
HRTXHeron Therapeutics, Inc.COM1,745$2.20K<0.1%+1,550+794.9%AddedHistory
MCHBMechanics BancorpCL A166$2.21K<0.1%+17+11.4%AddedHistory
NVECNve CorpCOM NEW34$2.22K<0.1%−11−24.4%ReducedHistory
PSNYPolestar Automotive Holding UK PLCADS A2,369$2.23K<0.1%−11,322−82.7%ReducedHistory
LMBLimbach Holdings, Inc.COM23$2.23K<0.1%+3+15.0%AddedHistory
BHEBenchmark Electronics IncCOM58$2.24K<0.1%−31−34.8%ReducedHistory
LYRALyra Therapeutics, Inc.COM NEW345$2.25K<0.1%−13−3.6%ReducedHistory
TRDAEntrada Therapeutics, Inc.COM389$2.26K<0.1%+382+5,457.1%AddedHistory
MDXGMimedx Group, Inc.COM325$2.27K<0.1%+317+3,962.5%AddedHistory
NXENexGen Energy Ltd.COM255$2.28K<0.1%+255NewHistory
OVLYOak Valley BancorpCOM81$2.28K<0.1%+29+55.8%AddedHistory
SPOKSpok Holdings, IncCOM133$2.29K<0.1%−261−66.2%ReducedHistory
ULHUniversal Logistics Holdings, Inc.COM98$2.30K<0.1%−9−8.4%ReducedHistory
EMAEmera IncCOM48$2.30K<0.1%+48NewHistory
EWTXEdgewise Therapeutics, Inc.COM142$2.30K<0.1%+81+132.8%AddedHistory
IBTAIbotta, Inc.CLASS A COM SHS83$2.31K<0.1%+69+492.9%AddedHistory
TUYATuya Inc.SPONSERED ADS939$2.32K<0.1%−935−49.9%ReducedHistory
SASeabridge Gold IncCOM97$2.34K<0.1%00.0%UnchangedHistory
LCUTLifetime Brands, IncCOM606$2.35K<0.1%−852−58.4%ReducedHistory
FRGEForge Global Holdings, Inc.Stock139$2.35K<0.1%+49+54.4%AddedHistory
FLOCFlowco Holdings Inc.COM CL A159$2.36K<0.1%+33+26.2%AddedHistory
LFMDLifeMD, Inc.COM349$2.37K<0.1%−11−3.1%ReducedHistory
iShares Tr46434V860TRS FLT RT BD47$2.38K<0.1%00.0%Unchanged–
CNTBConnect Biopharma Holdings LtdADS1,582$2.39K<0.1%00.0%UnchangedHistory
IBRXImmunityBio, Inc.COM977$2.40K<0.1%−34−3.4%ReducedHistory
DNLIDenali Therapeutics Inc.COM166$2.41K<0.1%+51+44.3%AddedHistory
ALLOAllogene Therapeutics, Inc.COM1,951$2.42K<0.1%+1,951NewHistory
ESPREsperion Therapeutics, Inc.COM914$2.42K<0.1%+37+4.2%AddedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF48$2.43K<0.1%+10+26.3%AddedHistory
RHRHCOM12$2.44K<0.1%00.0%UnchangedHistory
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2.45K<0.1%−248−21.4%ReducedHistory
HPPHudson Pacific Properties, Inc.COM891$2.46K<0.1%+674+310.6%AddedHistory
BBBLACKBERRY LtdCOM507$2.47K<0.1%00.0%UnchangedHistory
TBLATaboola.com Ltd.ORD SHS728$2.48K<0.1%−110−13.1%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM62$2.49K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust316092303CONSMR STAPLES50$2.49K<0.1%00.0%Unchanged–
CMTGClaros Mortgage Trust, Inc.COMMON STOCK752$2.50K<0.1%−2,151−74.1%ReducedHistory
Innov Prem Inc 20 Barr-July45783Y582ETP100$2.50K<0.1%00.0%Unchanged–
DNUTKrispy Kreme, Inc.COM649$2.51K<0.1%+383+144.0%AddedHistory
CTLPCantaloupe, Inc.COM239$2.53K<0.1%00.0%UnchangedHistory
FFWMFirst Foundation Inc.COM455$2.54K<0.1%−362−44.3%ReducedHistory
PBPBPotbelly CorpCOM149$2.54K<0.1%+59+65.6%AddedHistory
GSBDGoldman Sachs BDC, Inc.SHS250$2.54K<0.1%00.0%UnchangedHistory
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2.56K<0.1%+30+9.7%Added–
FORRForrester Research, Inc.COM242$2.56K<0.1%−721−74.9%ReducedHistory
NWGLCL Workshop Group LtdADS1,866$2.58K<0.1%+1,866NewHistory
Nushares ETF Tr67092P409NUVEEN ESG MIDCP53$2.58K<0.1%00.0%Unchanged–
INDIindie Semiconductor, Inc.CLASS A COM634$2.58K<0.1%00.0%UnchangedHistory
BORRBorr Drilling LtdSHS960$2.58K<0.1%−9−0.9%ReducedHistory
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2.58K<0.1%00.0%Unchanged–
CPRICapri Holdings LtdSHS130$2.59K<0.1%+54+71.1%AddedHistory
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$2.60K<0.1%00.0%Unchanged–
OSOneStream, Inc.CL A141$2.60K<0.1%+141NewHistory
HTTHigh Templar Tech LtdSPON ADS610$2.60K<0.1%00.0%UnchangedHistory
AAPGAscentage Pharma Group InternationalSPONSORED ADS67$2.62K<0.1%+43+179.2%AddedHistory
THRYThryv Holdings, Inc.COM NEW217$2.62K<0.1%−95−30.4%ReducedHistory
VSTSVestis CorpCOM SHS579$2.62K<0.1%−4,877−89.4%ReducedHistory
NRDSNerdwallet, Inc.COM CL A244$2.63K<0.1%−182−42.7%ReducedHistory
ATHMAutohome Inc.SP ADS RP CL A92$2.63K<0.1%+79+607.7%AddedHistory
Nushares ETF Tr67092P508NUVEEN ESG MIDVL68$2.63K<0.1%00.0%Unchanged–
FVRFrontView REIT, Inc.COM192$2.63K<0.1%+16+9.1%AddedHistory
ACHRArcher Aviation Inc.Stock275$2.63K<0.1%−158−36.5%ReducedHistory
MNRMach Natural Resources LPCOM UN LT PA IN200$2.64K<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