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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
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$1.04M<0.1%00.0%UnchangedHistory
TAT&T Inc.Stock36,488$1.03M<0.1%−224−0.6%ReducedHistory
Dimensional ETF Trust25434V740EMERGING MKTS VA32,280$1.03M<0.1%+6,262+24.1%Added–
iShares Tr46435G193ESG AWRE USD ETF43,576$1.03M<0.1%+5,694+15.0%Added–
BlackRock ETF Trust09290C509ISHA US AWAR ETF14,120$1.02M<0.1%−696−4.7%Reduced–
Schwab International Small-Cap Equity ETF808524888ETF22,298$1.01M<0.1%+22,288+222,880.0%Added–
iShares Esg Aware US Aggregate Bond ETF46435U549ETF21,040$1.01M<0.1%+767+3.8%Added–
First Tr Exchange-Traded FD33738D879FT VEST RIS38,901$1.01M<0.1%+5,776+17.4%Added–
FDXFedEx CorpStock4,229$997.3K<0.1%+1,359+47.4%AddedHistory
CCLCarnival Corp Ltd.UNIT 99/99/999934,186$988.3K<0.1%−2,157−5.9%ReducedHistory
INTUIntuit Inc.Stock1,441$984.3K<0.1%+156+12.1%AddedHistory
LOWLowes Companies IncStock3,915$983.9K<0.1%+55+1.4%AddedHistory
iShares Tr46435U853BROAD USD HIGH25,917$979.1K<0.1%+2,231+9.4%Added–
SGOLabrdn Gold ETF TrustETF26,544$977.1K<0.1%−757−2.8%ReducedHistory
DVNDevon Energy CorpStock27,866$977.0K<0.1%+827+3.1%AddedHistory
UPSUnited Parcel Service IncStock11,695$976.9K<0.1%+4,990+74.4%AddedHistory
Strategy Shs86280R811EVEN HIGH DI ETF36,067$964.5K<0.1%+3,269+10.0%Added–
Volatility Shs Tr92864M3012X BITCOIN STRAT17,457$961.6K<0.1%+42+0.2%Added–
Vanguard BD Index FDS92203C303VANGUARD ULTRA19,120$955.9K<0.1%+944+5.2%Added–
EOGEOG Resources IncStock8,449$947.2K<0.1%−501−5.6%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,525$943.3K<0.1%+500+5.5%Added–
VSTVistra Corp.Stock4,806$941.6K<0.1%+919+23.6%AddedHistory
FIXComfort Systems USA IncCOM1,140$940.8K<0.1%+219+23.8%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR48,661$936.7K<0.1%−813−1.6%ReducedHistory
DASHDoorDash, Inc.Stock3,443$936.4K<0.1%+127+3.8%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD18,705$932.1K<0.1%+5,957+46.7%Added–
MDTMedtronic plcStock9,753$928.9K<0.1%+1,963+25.2%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF6,487$924.7K<0.1%+196+3.1%Added–
SPGIS&P Global Inc.Stock1,892$920.8K<0.1%−38−2.0%ReducedHistory
XELXcel Energy IncStock11,390$918.6K<0.1%−85−0.7%ReducedHistory
iShares Tr464288646ISHS 1-5YR INVS17,240$914.3K<0.1%+10,307+148.7%Added–
VEEVVeeva Systems IncStock3,060$911.6K<0.1%+836+37.6%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,874$909.0K<0.1%+125+7.1%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW15,021$899.9K<0.1%+12,053+406.1%Added–
WELLWelltower Inc.REIT5,042$898.1K<0.1%+382+8.2%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF6,422$893.8K<0.1%−4,051−38.7%Reduced–
Schwab U.S. REIT ETF808524847ETF41,388$892.7K<0.1%+41,286+40,476.5%Added–
BLKBlackRock, Inc.Stock765$892.0K<0.1%−103−11.9%ReducedHistory
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$881.8K<0.1%+35,246+340.5%Added–
VRSNVerisign IncCOM3,136$876.9K<0.1%+205+7.0%AddedHistory
Vanguard Long-Term Treasury ETF92206C847ETF15,391$875.1K<0.1%−19,339−55.7%Reduced–
NEMNEWMONT CorpStock10,343$872.0K<0.1%+1,821+21.4%AddedHistory
DISWalt Disney CoStock7,583$868.2K<0.1%−309−3.9%ReducedHistory
PHParker-Hannifin CorpStock1,138$863.2K<0.1%+27+2.4%AddedHistory
iShares Tr464289859CORE 80 20 ETF9,762$860.4K<0.1%+73+0.8%Added–
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF31,486$859.2K<0.1%−134−0.4%Reduced–
EXPEExpedia Group, Inc.Stock4,001$855.2K<0.1%+1,067+36.4%AddedHistory
ADPAutomatic Data Processing IncStock2,911$854.5K<0.1%−14−0.5%ReducedHistory
Pacer FDS Tr69374H709GLOBL CASH ETF21,351$845.9K<0.1%+21+0.1%Added–
TXNTexas Instruments IncStock4,596$844.5K<0.1%−430−8.6%ReducedHistory
DHRDanaher CorpStock4,252$843.0K<0.1%+279+7.0%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN49,072$842.1K<0.1%−6,544−11.8%ReducedHistory
NDAQNasdaq, Inc.COM9,438$834.9K<0.1%+1,672+21.5%AddedHistory
ADIAnalog Devices IncStock3,391$833.2K<0.1%+245+7.8%AddedHistory
WMWaste Management IncStock3,770$832.6K<0.1%−164−4.2%ReducedHistory
GDXUBank of MontrealMICROSCTR 3X LEV4,060$831.8K<0.1%−9,565−70.2%ReducedHistory
MSCIMSCI Inc.Stock1,463$830.4K<0.1%+58+4.1%AddedHistory
ICEIntercontinental Exchange, Inc.Stock4,882$822.6K<0.1%−535−9.9%ReducedHistory
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF23,626$816.5K<0.1%−8,319−26.0%Reduced–
BSXBoston Scientific CorpStock8,360$816.2K<0.1%−1,758−17.4%ReducedHistory
ACNAccenture plcStock3,284$809.8K<0.1%+326+11.0%AddedHistory
MDLZMondelez International, Inc.Stock12,862$803.5K<0.1%−464−3.5%ReducedHistory
GRMNGarmin LtdSHS3,255$801.5K<0.1%+522+19.1%AddedHistory
SHWSherwin Williams CoCOM2,310$799.6K<0.1%+82+3.7%AddedHistory
iShares Tr464288414NATIONAL MUN ETF7,501$798.8K<0.1%−510−6.4%Reduced–
CMICummins IncStock1,888$797.6K<0.1%+216+12.9%AddedHistory
MEDPMedpace Holdings, Inc.COM1,539$791.3K<0.1%+626+68.6%AddedHistory
MSIMotorola Solutions, Inc.Stock1,720$786.7K<0.1%+85+5.2%AddedHistory
iShares Tr464288513IBOXX HI YD ETF9,673$785.3K<0.1%−159−1.6%Reduced–
First Trust Rising Dividend Achievers ETF33738R506ETF11,596$779.9K<0.1%+992+9.4%Added–
iShares Tr46434V803HDG MSCI EAFE19,592$776.0K<0.1%+18,638+1,953.7%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT10,326$775.6K<0.1%+1,394+15.6%Added–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF8,560$774.7K<0.1%−390−4.4%Reduced–
JCIJohnson Controls International plcStock6,949$764.1K<0.1%+120+1.8%AddedHistory
SPOTSpotify Technology S.A.Stock1,092$762.2K<0.1%−25−2.2%ReducedHistory
PCGPG&E CorpStock50,535$762.1K<0.1%+38,960+336.6%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM2,353$761.1K<0.1%+252+12.0%AddedHistory
GLWCorning IncCOM9,271$760.5K<0.1%−183−1.9%ReducedHistory
ROPRoper Technologies IncStock1,520$758.2K<0.1%+151+11.0%AddedHistory
NEENextera Energy IncStock9,946$750.8K<0.1%−565−5.4%ReducedHistory
TPRTapestry, Inc.COM6,592$746.3K<0.1%+938+16.6%AddedHistory
WDCWestern Digital CorpCOM6,163$740.0K<0.1%+986+19.0%AddedHistory
STESTERIS plcSHS USD2,979$737.1K<0.1%+989+49.7%AddedHistory
APPAppLovin CorpCOM CL A1,023$734.9K<0.1%−73−6.7%ReducedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF28,410$734.4K<0.1%−31,371−52.5%Reduced–
DALDelta Air Lines, Inc.COM NEW12,890$731.5K<0.1%+490+4.0%AddedHistory
FCXFreeport-McMoran IncStock18,598$729.4K<0.1%+600+3.3%AddedHistory
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$723.9K<0.1%+68,529+95.9%Added–
MOAltria Group, Inc.Stock10,933$722.2K<0.1%+656+6.4%AddedHistory
ROLRollins IncCOM12,281$721.4K<0.1%−794−6.1%ReducedHistory
TFCTruist Financial CorpCOM15,766$720.9K<0.1%−200−1.3%ReducedHistory
ETREntergy CorpCOM7,733$720.6K<0.1%+313+4.2%AddedHistory
AGQProShares Trust IIULTRA SILVER NEW9,451$720.5K<0.1%−11,999−55.9%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF5,701$718.1K<0.1%−285−4.8%Reduced–
BDXBecton Dickinson & CoStock3,811$713.2K<0.1%+296+8.4%AddedHistory
RYRoyal Bank of CanadaStock4,836$712.6K<0.1%+74+1.6%AddedHistory
iShares Tr464287721U.S. TECH ETF3,619$708.9K<0.1%−1,969−35.2%Reduced–
HLTHilton Worldwide Holdings Inc.COM2,693$698.7K<0.1%−160−5.6%ReducedHistory
EGEverest Group, Ltd.COM1,970$690.0K<0.1%+1,011+105.4%AddedHistory
FTITechnipFMC plcCOM17,406$686.7K<0.1%+3,916+29.0%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