Skip to main content
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
EMEEMCOR Group, Inc.Stock1,057$686.6K<0.1%+108+11.4%AddedHistory
RFRegions Financial CorpCOM25,997$685.6K<0.1%+1,533+6.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,523$681.2K<0.1%−227−13.0%ReducedHistory
WisdomTree Tr97717W307US LARGECAP DIVD7,819$680.5K<0.1%−10−0.1%Reduced–
HONHoneywell International IncCOM3,217$677.2K<0.1%−155−4.6%ReducedHistory
SHOPShopify Inc.Stock4,545$675.4K<0.1%+385+9.3%AddedHistory
AEPAmerican Electric Power Co IncStock6,002$675.1K<0.1%+1,213+25.3%AddedHistory
MOHMolina Healthcare, Inc.COM3,500$669.8K<0.1%+2,344+202.8%AddedHistory
ENBEnbridge IncStock13,272$669.7K<0.1%+611+4.8%AddedHistory
iShares Tr4642886613 7 YR TREAS BD5,604$669.7K<0.1%+3+0.1%Added–
ELVElevance Health, Inc.Stock2,064$667.0K<0.1%−397−16.1%ReducedHistory
VRTVertiv Holdings CoCOM CL A4,413$665.7K<0.1%+413+10.3%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,960$664.8K<0.1%+468+18.8%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF4,746$662.9K<0.1%−13−0.3%Reduced–
SAPSAP SEADR2,479$662.6K<0.1%+78+3.2%AddedHistory
ZSZscaler, Inc.Stock2,205$660.8K<0.1%+807+57.7%AddedHistory
AMPAmeriprise Financial IncCOM1,345$660.5K<0.1%−24−1.8%ReducedHistory
PNRPENTAIR plcSHS5,945$658.5K<0.1%+1,138+23.7%AddedHistory
STZConstellation Brands, Inc.Stock4,822$649.4K<0.1%+490+11.3%AddedHistory
Vanguard Information Technology ETF92204A702ETF862$643.5K<0.1%−19−2.2%Reduced–
CBRECbre Group, Inc.CL A4,080$642.9K<0.1%+2,385+140.7%AddedHistory
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,032$642.5K<0.1%00.0%Unchanged–
iShares Inc464286764MSCI SPAIN ETF12,969$642.0K<0.1%+895+7.4%Added–
TMUST-Mobile US, Inc.Stock2,681$641.9K<0.1%−34−1.3%ReducedHistory
TRVTravelers Companies, Inc.Stock2,234$623.5K<0.1%+182+8.9%AddedHistory
LYFTLyft, Inc.CL A COM28,056$617.5K<0.1%+1,991+7.6%AddedHistory
MMM3M CoStock3,973$616.4K<0.1%+99+2.6%AddedHistory
COINCoinbase Global, Inc.COM CL A1,818$613.4K<0.1%+57+3.2%AddedHistory
MOSMosaic CoCOM17,635$611.6K<0.1%+6,701+61.3%AddedHistory
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$607.8K<0.1%00.0%Unchanged–
CLColgate Palmolive CoStock7,596$607.2K<0.1%+1,519+25.0%AddedHistory
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$602.5K<0.1%+23,059+139.8%Added–
KBKB Financial Group Inc.SPONSORED ADR7,248$601.0K<0.1%+556+8.3%AddedHistory
iShares Tr464288885EAFE GRWTH ETF5,254$598.4K<0.1%−3,751−41.7%Reduced–
LHXL3HARRIS Technologies, Inc.Stock1,951$595.7K<0.1%−220−10.1%ReducedHistory
KMIKinder Morgan, Inc.Stock21,018$595.0K<0.1%+7,499+55.5%AddedHistory
First Tr Exchange-Traded FD33734H106SHS12,826$593.1K<0.1%+1,566+13.9%Added–
EHCEncompass Health CorpCOM4,667$592.8K<0.1%+213+4.8%AddedHistory
SYKStryker CorpStock1,599$591.1K<0.1%−1−0.1%ReducedHistory
MNSTMonster Beverage CorpCOM8,728$587.5K<0.1%−2,208−20.2%ReducedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,169$587.0K<0.1%+70+0.9%Added–
iShares Tr464288760US AER DEF ETF2,800$585.9K<0.1%+484+20.9%Added–
PLDPrologis, Inc.REIT5,107$584.8K<0.1%+1,550+43.6%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,037$582.9K<0.1%+616+146.3%AddedHistory
ALLAllstate CorpStock2,706$581.0K<0.1%−136−4.8%ReducedHistory
EIXEdison InternationalStock10,475$579.1K<0.1%+3,147+42.9%AddedHistory
EVREvercore Inc.CLASS A1,716$578.9K<0.1%+233+15.7%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF10,551$577.8K<0.1%00.0%Unchanged–
IQVIQVIA Holdings Inc.Stock3,041$577.6K<0.1%+134+4.6%AddedHistory
TMToyota Motor CorpADS3,021$577.3K<0.1%+280+10.2%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW8,096$574.6K<0.1%−70−0.9%ReducedHistory
SPDR Series Trust78464A805ST STR PR SP15007,113$573.7K<0.1%−3,144−30.7%Reduced–
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX18,000$572.3K<0.1%−3,000−14.3%Reduced–
BBYBest Buy Co IncStock7,562$571.9K<0.1%+3,857+104.1%AddedHistory
PFEPfizer IncStock22,247$566.9K<0.1%+1,012+4.8%AddedHistory
ULTAUlta Beauty, Inc.Stock1,036$566.4K<0.1%+34+3.4%AddedHistory
iShares Inc46434G780MSCI SINGPOR ETF19,966$565.8K<0.1%+1,723+9.4%Added–
ABNBAirbnb, Inc.Stock4,615$560.4K<0.1%+2,026+78.3%AddedHistory
AZNAstraZeneca PLCSPONSORED ADR7,232$554.8K<0.1%−426−5.6%ReducedHistory
IIIVi3 Verticals, Inc.COM CL A17,077$554.3K<0.1%+16,536+3,056.6%AddedHistory
TSNTyson Foods, Inc.Stock10,203$554.0K<0.1%+3,251+46.8%AddedHistory
EMREmerson Electric CoStock4,212$552.6K<0.1%+100+2.4%AddedHistory
KEYSKeysight Technologies, Inc.Stock3,155$551.8K<0.1%+133+4.4%AddedHistory
CMECME Group Inc.COM2,041$551.4K<0.1%−92−4.3%ReducedHistory
HIGHartford Insurance Group, Inc.Stock4,111$548.3K<0.1%−121−2.9%ReducedHistory
METMetlife IncStock6,637$546.7K<0.1%+1,101+19.9%AddedHistory
AFLAflac IncStock4,861$543.0K<0.1%+114+2.4%AddedHistory
TRGPTarga Resources Corp.COM3,231$541.3K<0.1%+1,097+51.4%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS33,801$538.8K<0.1%+1,805+5.6%AddedHistory
CDNSCadence Design Systems IncStock1,533$538.2K<0.1%+103+7.2%AddedHistory
CNCCentene CorpStock15,072$537.8K<0.1%+7,813+107.6%AddedHistory
DTMDT Midstream, Inc.COMMON STOCK4,751$537.2K<0.1%−110−2.3%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,081$537.0K<0.1%−41−0.1%ReducedHistory
SPGSimon Property Group Inc.REIT2,856$536.1K<0.1%+259+10.0%AddedHistory
BNYBank of New York Mellon CorpStock4,912$535.2K<0.1%+474+10.7%AddedHistory
AMEAmetek IncCOM2,844$534.7K<0.1%+321+12.7%AddedHistory
CORCencora, Inc.Stock1,703$532.3K<0.1%−88−4.9%ReducedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,529$530.3K<0.1%−379−1.7%ReducedHistory
GILDGilead Sciences, Inc.Stock4,774$530.0K<0.1%−151−3.1%ReducedHistory
ALLEAllegion plcORD SHS2,985$529.5K<0.1%−641−17.7%ReducedHistory
SHELShell plcADR7,402$529.4K<0.1%+887+13.6%AddedHistory
DKNGDraftKings Inc.Stock14,022$524.4K<0.1%+3,258+30.3%AddedHistory
MANHManhattan Associates IncStock2,558$524.3K<0.1%+482+23.2%AddedHistory
ECLEcolab Inc.Stock1,913$524.1K<0.1%+8+0.4%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF11,260$520.7K<0.1%+809+7.7%Added–
iShares Tr46435U218ESG MSCI LEADR4,445$520.3K<0.1%00.0%Unchanged–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,821$520.1K<0.1%−70−0.5%Reduced–
IBKRInteractive Brokers Group, Inc.Stock7,549$519.5K<0.1%−2,286−23.2%ReducedHistory
HLIHoulihan Lokey, Inc.CL A2,527$518.8K<0.1%+128+5.3%AddedHistory
NVTnVent Electric plcSHS5,248$517.7K<0.1%+359+7.3%AddedHistory
NBIXNeurocrine Biosciences IncStock3,685$517.3K<0.1%+1,899+106.3%AddedHistory
CBSHCommerce Bancshares IncStock8,643$516.5K<0.1%−115−1.3%ReducedHistory
JBHTHunt J B Transport Services IncCOM3,841$515.3K<0.1%+1,268+49.3%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM1,130$515.3K<0.1%+693+158.6%AddedHistory
NWSANews CorpCL A16,735$513.9K<0.1%+1,289+8.3%AddedHistory
RELXRELX PLCSPONSORED ADR10,727$512.4K<0.1%−264−2.4%ReducedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE11,953$507.5K<0.1%−1,271−9.6%Reduced–
ORIOld Republic International CorpCOM11,938$507.0K<0.1%+411+3.6%AddedHistory
HASHasbro, Inc.COM6,650$504.4K<0.1%+1,986+42.6%AddedHistory
Emx Rty Corp26873J107COM97,900$504.2K<0.1%−72,100−42.4%Reduced–

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