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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
PFGPrincipal Financial Group IncCOM2,429$201.4K<0.1%+151+6.6%AddedHistory
REYNReynolds Consumer Products Inc.COM8,228$201.3K<0.1%+2,773+50.8%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock844$201.2K<0.1%+14+1.7%AddedHistory
iShares Semiconductor ETF464287523ETF741$201.0K<0.1%+251+51.2%Added–
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,564$200.8K<0.1%−527−25.2%ReducedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW7,360$200.6K<0.1%+232+3.3%AddedHistory
RYNRayonier IncCOM7,556$200.6K<0.1%+403+5.6%AddedHistory
CPACopa Holdings, S.A.CL A1,686$200.3K<0.1%−89−5.0%ReducedHistory
WCCWesco International IncCOM941$199.0K<0.1%+188+25.0%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,018$198.7K<0.1%−265−11.6%ReducedHistory
RMBSRambus IncCOM1,904$198.4K<0.1%+1,127+145.0%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH2,882$197.6K<0.1%+592+25.9%AddedHistory
TGTTarget CorpStock2,199$197.2K<0.1%+1,258+133.7%AddedHistory
KVUEKenvue Inc.Stock12,151$197.2K<0.1%+2,575+26.9%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,247$196.0K<0.1%+19+0.9%Added–
Capital Group Dividend Growe14021L109SHS ETF5,636$195.3K<0.1%+5,636New–
GAPGap IncCOM9,123$195.1K<0.1%+2,107+30.0%AddedHistory
CHRDChord Energy CorpCOM NEW1,945$193.3K<0.1%+390+25.1%AddedHistory
LFUSLittelfuse IncCOM746$193.2K<0.1%+219+41.6%AddedHistory
HMYHarmony Gold Mining Co LtdADR10,644$193.2K<0.1%+128+1.2%AddedHistory
OCOwens CorningStock1,364$193.0K<0.1%+91+7.1%AddedHistory
DTEDte Energy CoCOM1,363$192.7K<0.1%+105+8.3%AddedHistory
AKAMAkamai Technologies IncCOM2,541$192.5K<0.1%+1,378+118.5%AddedHistory
BLDRBuilders FirstSource, Inc.Stock1,587$192.4K<0.1%+5+0.3%AddedHistory
CNXCConcentrix CorpStock4,146$191.3K<0.1%−287−6.5%ReducedHistory
ONOn Semiconductor CorpStock3,874$191.0K<0.1%+3+0.1%AddedHistory
LGOLargo Inc.COMMON STOCK126,561$189.8K<0.1%+126,561NewHistory
NDSNNordson CorpCOM836$189.6K<0.1%−423−33.6%ReducedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF4,427$189.4K<0.1%−4,261−49.0%Reduced–
MHKMohawk Industries IncCOM1,464$188.7K<0.1%+377+34.7%AddedHistory
TRIThomson Reuters CorpCOM NO PAR1,208$187.7K<0.1%+35+3.0%AddedHistory
NMRNomura Holdings IncSPONSORED ADR25,790$187.5K<0.1%+1,854+7.7%AddedHistory
FHNFirst Horizon CorpCOM8,284$187.3K<0.1%+95+1.2%AddedHistory
HEIHeico CorpCOM577$186.3K<0.1%−13−2.2%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF3,485$186.1K<0.1%00.0%Unchanged–
NTRSNorthern Trust CorpCOM1,382$186.0K<0.1%+32+2.4%AddedHistory
MCHPMicrochip Technology IncStock2,897$186.0K<0.1%−44−1.5%ReducedHistory
MMSMaximus, Inc.COM2,032$185.7K<0.1%+259+14.6%AddedHistory
XRAYDentsply Sirona Inc.Stock14,619$185.5K<0.1%−4,732−24.5%ReducedHistory
SITESiteOne Landscape Supply, Inc.COM1,438$185.2K<0.1%−323−18.3%ReducedHistory
YOUClear Secure, Inc.COM CL A5,547$185.2K<0.1%+1,981+55.6%AddedHistory
iShares Tr464287291GLOBAL TECH ETF1,794$185.1K<0.1%−8,605−82.7%Reduced–
iShares Tr46436E221ESG AWR MSCI USA5,880$184.9K<0.1%+5,880New–
SNASnap-on IncCOM533$184.8K<0.1%+69+14.9%AddedHistory
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,397$184.5K<0.1%+3,154+74.3%Added–
RRCRange Resources CorpCOM4,901$184.5K<0.1%+1,969+67.2%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW5,073$184.1K<0.1%−188−3.6%ReducedHistory
BURLBurlington Stores, Inc.COM723$184.0K<0.1%+25+3.6%AddedHistory
WWDWoodward, Inc.COM728$184.0K<0.1%+98+15.6%AddedHistory
NXPINXP Semiconductors N.V.COM806$183.5K<0.1%+29+3.7%AddedHistory
AWKAmerican Water Works Company, Inc.Stock1,318$183.5K<0.1%−365−21.7%ReducedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF5,743$182.8K<0.1%−382−6.2%Reduced–
VanEck Semiconductor ETF92189F676ETF560$182.8K<0.1%+83+17.4%Added–
ARMKAramarkCOM4,747$182.3K<0.1%+1,031+27.7%AddedHistory
Listed FDS Tr53656F599SWAN HEDGED EQTY7,312$182.2K<0.1%−554−7.0%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE1,956$181.9K<0.1%+644+49.1%Added–
NSPInsperity, Inc.COM3,697$181.9K<0.1%+535+16.9%AddedHistory
BHPBHP Group LtdADR3,263$181.9K<0.1%−511−13.5%ReducedHistory
NEUNewmarket CorpCOM219$181.4K<0.1%+68+45.0%AddedHistory
LUVSouthwest Airlines CoCOM5,659$180.6K<0.1%−31−0.5%ReducedHistory
ALSumisho Air Lease CorpCL A2,836$180.5K<0.1%+1,491+110.9%AddedHistory
iShares Tr46434V647GLOBAL REIT ETF7,027$179.6K<0.1%+158+2.3%Added–
ProShares Tr74347R107PSHS ULT S&P 5001,601$179.5K<0.1%+13+0.8%Added–
GLXYGalaxy Digital Inc.CL A5,297$179.1K<0.1%00.0%UnchangedHistory
PPGPPG Industries IncStock1,702$178.9K<0.1%−127−6.9%ReducedHistory
PATKPatrick Industries IncCOM1,729$178.9K<0.1%+572+49.4%AddedHistory
TLNTalen Energy CorpCOM420$178.7K<0.1%+248+144.2%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,602$178.6K<0.1%−173−9.7%Reduced–
CCICrown Castle Inc.REIT1,851$178.6K<0.1%−688−27.1%ReducedHistory
EVRGEvergy, Inc.Stock2,339$177.8K<0.1%+474+25.4%AddedHistory
Columbia ETF Tr I19761L607MULTI SEC MUNI8,659$177.8K<0.1%+5,243+153.5%Added–
WPCW. P. Carey Inc.COM2,629$177.6K<0.1%+17+0.7%AddedHistory
AEMAgnico Eagle Mines LtdStock1,051$177.2K<0.1%+122+13.1%AddedHistory
LOPEGrand Canyon Education, Inc.COM807$177.2K<0.1%+49+6.5%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT3,273$177.0K<0.1%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF2,464$175.9K<0.1%−20−0.8%Reduced–
DECKDeckers Outdoor CorpCOM1,733$175.7K<0.1%−547−24.0%ReducedHistory
ULSUL Solutions Inc.CLASS A COM SHS2,474$175.3K<0.1%+1,998+419.7%AddedHistory
PPLPPL CorpCOM4,702$174.7K<0.1%+7+0.1%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF567$174.6K<0.1%+567New–
VNTVontier CorpStock4,155$174.4K<0.1%+252+6.5%AddedHistory
LVSLas Vegas Sands CorpCOM3,218$173.1K<0.1%+1,072+50.0%AddedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF3,526$172.9K<0.1%+1,242+54.4%Added–
DRIDarden Restaurants IncCOM907$172.6K<0.1%−369−28.9%ReducedHistory
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$172.5K<0.1%+11+0.1%Added–
OPRAOpera LtdSPONSORED ADS8,351$172.4K<0.1%+176+2.2%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,795$172.1K<0.1%00.0%Unchanged–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$172.0K<0.1%+7,993NewHistory
iShares Tr464287630RUS 2000 VAL ETF972$171.9K<0.1%+972New–
VICIVici Properties Inc.COM5,262$171.6K<0.1%−3,767−41.7%ReducedHistory
Timothy Plan887432284US LARGE MID CP6,225$171.5K<0.1%−567−8.3%Reduced–
PAHCPhibro Animal Health CorpCL A COM4,233$171.3K<0.1%+1,513+55.6%AddedHistory
AXTAAxalta Coating Systems Ltd.COM5,943$170.1K<0.1%+2,442+69.8%AddedHistory
PUKPrudential PLCADR6,047$169.3K<0.1%+915+17.8%AddedHistory
KMPRKEMPER CorpCOM3,278$169.0K<0.1%+277+9.2%AddedHistory
iShares Tr464287390LATN AMER 40 ETF5,836$168.6K<0.1%+5,040+633.2%Added–
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$168.5K<0.1%00.0%Unchanged–
FTSFortis Inc.COM3,317$168.3K<0.1%+415+14.3%AddedHistory
CHDNChurchill Downs IncCOM1,732$168.0K<0.1%−357−17.1%ReducedHistory
TKOTKO Group Holdings, Inc.CL A828$167.2K<0.1%−31−3.6%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