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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
BPBP PLCADR14,624$504.0K<0.1%−913−5.9%ReducedHistory
COLBColumbia Banking System, Inc.COM19,551$503.2K<0.1%+1,226+6.7%AddedHistory
CMCSAComcast CorpStock15,980$502.1K<0.1%−4,932−23.6%ReducedHistory
AITApplied Industrial Technologies IncCOM1,923$502.1K<0.1%+366+23.5%AddedHistory
IBNIcici Bank LtdADR16,539$500.0K<0.1%−844−4.9%ReducedHistory
ORealty Income CorpREIT8,221$499.7K<0.1%−284−3.3%ReducedHistory
MPWRMonolithic Power Systems, Inc.COM542$499.4K<0.1%+18+3.4%AddedHistory
PINSPinterest, Inc.CL A15,486$498.2K<0.1%+2,326+17.7%AddedHistory
GISGeneral Mills IncStock9,875$497.9K<0.1%+262+2.7%AddedHistory
ZMZoom Communications, Inc.Stock6,020$496.7K<0.1%+1,745+40.8%AddedHistory
URIUnited Rentals, Inc.COM517$494.0K<0.1%+144+38.6%AddedHistory
BABAAlibaba Group Holding LtdADR2,759$493.1K<0.1%−26−0.9%ReducedHistory
NRGNRG Energy, Inc.Stock3,044$493.0K<0.1%−20−0.7%ReducedHistory
UBSUBS Group AGStock11,984$491.4K<0.1%+835+7.5%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF1,988$491.3K<0.1%+28+1.4%Added–
FISVFiserv IncStock3,766$485.5K<0.1%+29+0.8%AddedHistory
Nextplat Corp Com New68557F100Stock580,686$480.9K<0.1%00.0%Unchanged–
SCCOSouthern Copper CorpStock3,957$480.2K<0.1%−386−8.9%ReducedHistory
NTAPNetApp, Inc.Stock4,033$477.8K<0.1%+430+11.9%AddedHistory
STXSeagate Technology Holdings plcORD SHS2,016$476.0K<0.1%+386+23.7%AddedHistory
TOLToll Brothers, Inc.COM3,423$472.9K<0.1%+280+8.9%AddedHistory
ZTSZoetis Inc.Stock3,207$469.4K<0.1%+175+5.8%AddedHistory
TELTE Connectivity plcStock2,131$467.9K<0.1%+270+14.5%AddedHistory
CMGChipotle Mexican Grill IncCOM11,908$466.6K<0.1%−1,048−8.1%ReducedHistory
TTETotalEnergies SESPONSORED ADS7,814$466.4K<0.1%−879−10.1%ReducedHistory
DGDollar General CorpCOM4,511$466.3K<0.1%+617+15.8%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF10,829$465.2K<0.1%00.0%Unchanged–
UALUnited Airlines Holdings, Inc.COM4,804$463.6K<0.1%+525+12.3%AddedHistory
AAgilent Technologies, Inc.COM3,589$460.7K<0.1%+189+5.6%AddedHistory
MCOMoodys CorpStock959$457.2K<0.1%−6−0.6%ReducedHistory
NSCNorfolk Southern CorpStock1,519$456.4K<0.1%−31−2.0%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF6,224$456.1K<0.1%−477−7.1%Reduced–
PYPLPayPal Holdings, Inc.Stock6,780$454.7K<0.1%−577−7.8%ReducedHistory
TDGTransDigm Group INCCOM344$454.0K<0.1%+67+24.2%AddedHistory
TSCOTractor Supply CoCOM7,970$453.2K<0.1%−198−2.4%ReducedHistory
USBUS Bancorp DECOM NEW9,317$450.3K<0.1%+101+1.1%AddedHistory
BPOPPopular, Inc.COM NEW3,545$450.3K<0.1%+795+28.9%AddedHistory
DELLDell Technologies Inc.Stock3,168$449.2K<0.1%+584+22.6%AddedHistory
OTISOtis Worldwide CorpStock4,888$447.0K<0.1%+371+8.2%AddedHistory
IPInternational Paper CoCOM9,593$445.1K<0.1%+1,329+16.1%AddedHistory
WSOWatsco IncCOM1,101$445.0K<0.1%−3,046−73.5%ReducedHistory
ADTADT Inc.COM50,965$443.9K<0.1%+29,482+137.2%AddedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$442.1K<0.1%+140+1.5%Added–
HBANHuntington Bancshares IncCOM25,568$441.6K<0.1%+2,240+9.6%AddedHistory
VMCVulcan Materials COCOM1,430$440.0K<0.1%+59+4.3%AddedHistory
PAYXPaychex IncStock3,467$439.5K<0.1%−1,109−24.2%ReducedHistory
AVIRAtea Pharmaceuticals, Inc.COM150,881$437.6K<0.1%+56,954+60.6%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF7,632$437.4K<0.1%−2,555−25.1%Reduced–
ANAutonation, Inc.COM1,998$437.1K<0.1%+201+11.2%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,599$436.0K<0.1%+7+0.4%AddedHistory
BMOBank of MontrealCOM3,313$431.5K<0.1%+10+0.3%AddedHistory
WCNWaste Connections, Inc.COM2,452$431.1K<0.1%+13+0.5%AddedHistory
NTNXNutanix, Inc.Stock5,755$428.1K<0.1%+1,989+52.8%AddedHistory
SNPSSynopsys IncCOM866$427.3K<0.1%+116+15.5%AddedHistory
MRVLMarvell Technology, Inc.COM5,076$426.7K<0.1%−823−14.0%ReducedHistory
ARWArrow Electronics, Inc.COM3,526$426.6K<0.1%+852+31.9%AddedHistory
CHDChurch & Dwight Co IncCOM4,857$425.7K<0.1%+150+3.2%AddedHistory
EAElectronic Arts Inc.COM2,108$425.2K<0.1%+50+2.4%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF8,364$424.3K<0.1%+7,370+741.4%Added–
WRBBerkley W R CorpCOM5,524$423.2K<0.1%−2,784−33.5%ReducedHistory
EQIXEquinix IncCOM540$423.1K<0.1%+83+18.2%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF14,260$422.7K<0.1%+13,231+1,285.8%Added–
ADSKAutodesk, Inc.COM1,329$422.2K<0.1%−214−13.9%ReducedHistory
CCKCrown Holdings, Inc.COM4,369$422.0K<0.1%+460+11.8%AddedHistory
SONYSony Group CorpSPONSORED ADR14,623$421.0K<0.1%−1,106−7.0%ReducedHistory
TERTeradyne, IncStock3,059$421.0K<0.1%+34+1.1%AddedHistory
BWABorgwarner IncCOM9,574$420.9K<0.1%+4,043+73.1%AddedHistory
JHGJanus Henderson Group Ltd.ORD SHS9,430$419.7K<0.1%+1,223+14.9%AddedHistory
VRSKVerisk Analytics, Inc.COM1,667$419.4K<0.1%+248+17.5%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,228$418.7K<0.1%−114−3.4%Reduced–
PPCPilgrims Pride CorpStock10,238$416.9K<0.1%+1,503+17.2%AddedHistory
DDominion Energy, IncStock6,808$416.4K<0.1%+235+3.6%AddedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF8,173$416.0K<0.1%−3,179−28.0%Reduced–
CSXCSX CorpStock11,671$414.4K<0.1%+1,204+11.5%AddedHistory
iShares Tr464288281JPMORGAN USD EMG4,344$413.6K<0.1%−1,520−25.9%Reduced–
AONAon plcCL A1,158$412.9K<0.1%+149+14.8%AddedHistory
NVSNovartis AGADR3,201$410.4K<0.1%+180+6.0%AddedHistory
THCTenet Healthcare CorpCOM NEW2,020$410.1K<0.1%+800+65.6%AddedHistory
EBAYeBay IncCOM4,496$409.0K<0.1%+36+0.8%AddedHistory
BMYBristol Myers Squibb CoStock9,063$408.7K<0.1%+1,632+22.0%AddedHistory
HUMHumana IncStock1,563$406.7K<0.1%+213+15.8%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM4,875$406.3K<0.1%+173+3.7%AddedHistory
EFXEquifax IncCOM1,582$406.0K<0.1%−148−8.6%ReducedHistory
USFDUS Foods Holding Corp.COM5,291$405.4K<0.1%+350+7.1%AddedHistory
ILMNIllumina, Inc.COM4,267$405.3K<0.1%+671+18.7%AddedHistory
AWIArmstrong World Industries IncCOM2,067$405.2K<0.1%+567+37.8%AddedHistory
WFWoori Financial Group Inc.SPONSORED ADS7,162$402.1K<0.1%+104+1.5%AddedHistory
TTCToro CoCOM5,262$401.0K<0.1%+1,167+28.5%AddedHistory
SSNCSS&C Technologies Holdings IncCOM4,505$399.9K<0.1%−41−0.9%ReducedHistory
SANBanco Santander, S.A.ADR37,935$397.6K<0.1%+5,086+15.5%AddedHistory
LHLabcorp Holdings Inc.Stock1,383$397.2K<0.1%−93−6.3%ReducedHistory
IDXXIDEXX Laboratories IncCOM621$396.8K<0.1%+15+2.5%AddedHistory
PSAPublic StorageCOM1,371$396.2K<0.1%+22+1.6%AddedHistory
WPMWheaton Precious Metals Corp.COM3,541$396.1K<0.1%+498+16.4%AddedHistory
AIGAmerican International Group, Inc.Stock5,033$395.2K<0.1%−2,431−32.6%ReducedHistory
MTGMgic Investment CorpCOM13,896$394.2K<0.1%+524+3.9%AddedHistory
iShares Tr46435G672CORE INTL AGGR7,660$392.4K<0.1%+293+4.0%Added–
HPEHewlett Packard Enterprise CoCOM15,929$391.2K<0.1%+653+4.3%AddedHistory
LNGCheniere Energy, Inc.COM NEW1,665$391.2K<0.1%+170+11.4%AddedHistory
SNVSynovus Financial CorpCOM NEW7,937$389.6K<0.1%+2,543+47.1%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