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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
DCIDonaldson Co IncStock2,041$167.1K<0.1%+9+0.4%AddedHistory
PRIPrimerica, Inc.Stock598$166.0K<0.1%+288+92.9%AddedHistory
SSRMSSR Mining Inc.Stock6,791$165.8K<0.1%−640−8.6%ReducedHistory
RGLDRoyal Gold IncStock826$165.7K<0.1%−1,063−56.3%ReducedHistory
XYLXylem Inc.COM1,110$163.8K<0.1%−82−6.9%ReducedHistory
PAGPenske Automotive Group, Inc.COM940$163.5K<0.1%+60+6.8%AddedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP2,347$163.3K<0.1%+19+0.8%Added–
TNLTravel & Leisure Co.COM2,741$163.1K<0.1%00.0%UnchangedHistory
BBWIBath & Body Works, Inc.COM6,328$163.0K<0.1%+1,872+42.0%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM1,625$163.0K<0.1%−256−13.6%Reduced–
VMIValmont Industries IncCOM420$162.9K<0.1%+148+54.4%AddedHistory
GPCGenuine Parts CoStock1,175$162.9K<0.1%+170+16.9%AddedHistory
IDAIdacorp IncCOM1,231$162.7K<0.1%−45−3.5%ReducedHistory
BCMLBayCom CorpCOM5,610$161.3K<0.1%−369−6.2%ReducedHistory
Global X FDS37954Y889S&P 500 CATHOLIC1,989$161.2K<0.1%−1,903−48.9%Reduced–
EXASExact Sciences CorpCOM2,945$161.1K<0.1%−259−8.1%ReducedHistory
IBOCInternational Bancshares CorpCOM2,341$160.9K<0.1%00.0%UnchangedHistory
HSTHost Hotels & Resorts, Inc.COM9,441$160.7K<0.1%+4,723+100.1%AddedHistory
UNMUnum GroupStock2,064$160.5K<0.1%+213+11.5%AddedHistory
iShares Tr46434V282U S EQUITY FACTR2,321$160.3K<0.1%−38−1.6%Reduced–
EMBJEmbraer S.A.ADR2,643$159.8K<0.1%−109−4.0%ReducedHistory
STEPStepStone Group Inc.COM CL A2,443$159.5K<0.1%+1,207+97.7%AddedHistory
PHMPultegroup IncCOM1,207$159.5K<0.1%−5−0.4%ReducedHistory
WITWipro LtdSPON ADR 1 SH60,626$159.4K<0.1%−34,475−36.3%ReducedHistory
STNGScorpio Tankers Inc.SHS2,835$158.9K<0.1%+28+1.0%AddedHistory
PSOPearson PLCSPONSORED ADR11,213$158.8K<0.1%−1,984−15.0%ReducedHistory
CROXCrocs, Inc.COM1,898$158.6K<0.1%+1,036+120.2%AddedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$158.5K<0.1%−25−0.2%ReducedHistory
AEEAmeren CorpCOM1,518$158.5K<0.1%−37−2.4%ReducedHistory
OMCOmnicom Group Inc.COM1,942$158.4K<0.1%+25+1.3%AddedHistory
CNQCanadian Natural Resources LtdCOM4,939$157.9K<0.1%+426+9.4%AddedHistory
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD3,043$157.2K<0.1%+3,043NewHistory
RGAReinsurance Group of America IncCOM NEW818$157.2K<0.1%−164−16.7%ReducedHistory
CSGPCostar Group, Inc.COM1,862$157.1K<0.1%+12+0.6%AddedHistory
CMCanadian Imperial Bank of CommerceCOM1,962$156.8K<0.1%+161+8.9%AddedHistory
EATBrinker International, IncStock1,232$156.1K<0.1%+386+45.6%AddedHistory
AZZAzz IncCOM1,429$156.0K<0.1%+495+53.0%AddedHistory
CFCF Industries Holdings, Inc.COM1,738$155.9K<0.1%−2,098−54.7%ReducedHistory
STNStantec IncCOM1,445$155.8K<0.1%+84+6.2%AddedHistory
ARLOArlo Technologies, Inc.COM9,189$155.8K<0.1%+3,573+63.6%AddedHistory
JLLJones Lang Lasalle IncCOM522$155.7K<0.1%+23+4.6%AddedHistory
MWAMueller Water Products, Inc.COM SER A6,083$155.2K<0.1%+2,879+89.9%AddedHistory
SJMJ M SMUCKER CoStock1,426$154.9K<0.1%+355+33.1%AddedHistory
AVBAvalonbay Communities IncCOM799$154.4K<0.1%−445−35.8%ReducedHistory
GGGGraco IncCOM1,808$153.6K<0.1%+43+2.4%AddedHistory
CRUSCirrus Logic, Inc.Stock1,226$153.6K<0.1%−265−17.8%ReducedHistory
BNSBank of Nova ScotiaCOM2,373$153.4K<0.1%+208+9.6%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR2,574$153.4K<0.1%+344+15.4%AddedHistory
OKTAOkta, Inc.CL A1,672$153.3K<0.1%+51+3.1%AddedHistory
SPDR Series Trust78464A672ST INTER ETF5,288$152.8K<0.1%−345−6.1%Reduced–
IHGIntercontinental Hotels Group PLCSPONSORED ADS1,256$152.3K<0.1%+323+34.6%AddedHistory
SWKSSkyworks Solutions, Inc.Stock1,976$152.1K<0.1%−322−14.0%ReducedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK768$151.9K<0.1%+2+0.3%AddedHistory
MANManpowerGroup Inc.COM4,000$151.6K<0.1%+2,227+125.6%AddedHistory
CRBGCorebridge Financial, Inc.COM4,726$151.5K<0.1%+168+3.7%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM1,389$150.8K<0.1%−822−37.2%ReducedHistory
AERAerCap Holdings N.V.SHS1,242$150.3K<0.1%+99+8.7%AddedHistory
SKMSK Telecom Co LtdSPONSORED ADR6,952$150.2K<0.1%+1,220+21.3%AddedHistory
QLYSQualys, Inc.COM1,130$149.5K<0.1%+484+74.9%AddedHistory
WTSWatts Water Technologies IncCL A535$149.5K<0.1%+196+57.8%AddedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$149.4K<0.1%−15−0.1%ReducedHistory
TROWPrice T Rowe Group IncStock1,455$149.3K<0.1%−91−5.9%ReducedHistory
VanEck ETF Trust92189F601URANI NUCLE ETF1,100$149.2K<0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,472$149.0K<0.1%−124−4.8%Reduced–
DRDDrdgold LtdSPON ADR REPSTG5,387$148.7K<0.1%+1,070+24.8%AddedHistory
CRSCarpenter Technology CorpCOM605$148.6K<0.1%+155+34.4%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF3,194$148.2K<0.1%+1,552+94.5%Added–
iShares Inc464286327MSCI GLB SLV&MTL5,395$147.7K<0.1%−984−15.4%Reduced–
BZKanzhun LtdSPONSORED ADS6,320$147.6K<0.1%+470+8.0%AddedHistory
RDDTReddit, Inc.Stock641$147.4K<0.1%+588+1,109.4%AddedHistory
THGHanover Insurance Group, Inc.COM811$147.3K<0.1%+85+11.7%AddedHistory
TSTenaris SASPONSORED ADS4,113$147.1K<0.1%−335−7.5%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY3,329$147.1K<0.1%+493+17.4%Added–
FCNCAFirst Citizens Bancshares IncCL A82$146.7K<0.1%−6−6.8%ReducedHistory
SAIASaia IncCOM489$146.4K<0.1%−82−14.4%ReducedHistory
CRCrane CoCOMMON STOCK794$146.2K<0.1%+256+47.6%AddedHistory
IXOrix CorpSPONSORED ADR5,597$146.2K<0.1%−767−12.1%ReducedHistory
ITTItt Inc.COM812$145.1K<0.1%+112+16.0%AddedHistory
PKPark Hotels & Resorts Inc.COM13,079$144.9K<0.1%−368−2.7%ReducedHistory
TUTelus CorpCOM9,187$144.9K<0.1%+489+5.6%AddedHistory
REXRRexford Industrial Realty, Inc.COM3,493$143.6K<0.1%+241+7.4%AddedHistory
STTState Street CorpCOM1,233$143.1K<0.1%+166+15.6%AddedHistory
FOXFox CorpCL B COM2,493$142.8K<0.1%+193+8.4%AddedHistory
ARAntero Resources CorpCOM4,253$142.7K<0.1%+1,264+42.3%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,941$142.6K<0.1%−3−0.2%Reduced–
SEICSEI Investments CoCOM1,679$142.5K<0.1%+180+12.0%AddedHistory
TTWOTake Two Interactive Software IncCOM547$141.4K<0.1%−179−24.7%ReducedHistory
ALKAlaska Air Group, Inc.COM2,834$141.1K<0.1%+558+24.5%AddedHistory
iShares Inc46434G855MSCI GBL GOLD MN2,175$140.7K<0.1%−109−4.8%Reduced–
FSKFS KKR Capital CorpCOM9,407$140.4K<0.1%+8+0.1%AddedHistory
AMAntero Midstream CorpStock7,214$140.2K<0.1%−342−4.5%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A1,931$139.7K<0.1%−667−25.7%ReducedHistory
SANMSanmina CorpCOM1,210$139.3K<0.1%−17−1.4%ReducedHistory
UMCUnited Microelectronics CorpSPON ADR NEW18,366$139.2K<0.1%−2,745−13.0%ReducedHistory
VODVodafone Group Public Ltd CoADR11,939$138.5K<0.1%−494−4.0%ReducedHistory
FEFirstenergy CorpCOM3,018$138.3K<0.1%+517+20.7%AddedHistory
DOXAmdocs LtdSHS1,681$137.9K<0.1%+21+1.3%AddedHistory
NLYAnnaly Capital Management IncREIT6,813$137.7K<0.1%+557+8.9%AddedHistory
APAMArtisan Partners Asset Management Inc.CL A3,170$137.6K<0.1%+625+24.6%AddedHistory
THOThor Industries IncCOM1,324$137.3K<0.1%−512−27.9%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