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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
SHGShinhan Financial Group Co LtdSPN ADR RESTRD7,732$389.4K<0.1%+279+3.7%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM7,151$387.3K<0.1%+235+3.4%AddedHistory
ESEversource EnergyStock5,434$386.6K<0.1%+2,069+61.5%AddedHistory
CPRTCopart IncCOM8,584$386.0K<0.1%+2,102+32.4%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$385.1K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,321$383.3K<0.1%+8+0.1%Added–
SYFSynchrony FinancialCOM5,387$382.7K<0.1%+342+6.8%AddedHistory
NYTNew York Times CoCL A6,651$381.8K<0.1%+1,165+21.2%AddedHistory
VLTOVeralto CorpStock3,566$380.2K<0.1%+1,064+42.5%AddedHistory
TRMBTrimble Inc.COM4,613$376.6K<0.1%+1,437+45.2%AddedHistory
LAMRLamar Advertising CoREIT3,073$376.2K<0.1%+354+13.0%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$375.4K<0.1%00.0%Unchanged–
SFMSprouts Farmers Market, Inc.COM3,445$374.8K<0.1%−46−1.3%ReducedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW118,577$374.1K<0.1%−564−6.2%ReducedHistory
SRESempraStock4,150$373.5K<0.1%−530−11.3%ReducedHistory
ITGartner IncCOM1,416$372.2K<0.1%+658+86.8%AddedHistory
JJacobs Solutions Inc.COM2,483$372.1K<0.1%−97−3.8%ReducedHistory
FICOFair Isaac CorpCOM248$371.5K<0.1%−34−12.1%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF3,966$370.2K<0.1%−6,616−62.5%Reduced–
HWMHowmet Aerospace Inc.Stock1,884$369.7K<0.1%+69+3.8%AddedHistory
EPDEnterprise Products Partners L.P.Stock11,813$369.4K<0.1%−158−1.3%ReducedHistory
HCAHCA Healthcare, Inc.COM866$369.0K<0.1%+115+15.3%AddedHistory
WDAYWorkday, Inc.CL A1,530$368.3K<0.1%−404−20.9%ReducedHistory
VRTXVertex Pharmaceuticals IncStock932$364.8K<0.1%−14−1.5%ReducedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA11,300$363.4K<0.1%−4,668−29.2%Reduced–
LIILennox International IncCOM686$363.3K<0.1%−122−15.1%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR79,546$361.1K<0.1%+7,727+10.8%AddedHistory
MTDMettler Toledo International IncCOM294$360.9K<0.1%+7+2.4%AddedHistory
CFGCitizens Financial Group IncCOM6,784$360.7K<0.1%+219+3.3%AddedHistory
CHWYChewy, Inc.CL A8,915$360.6K<0.1%+7,824+717.1%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,664$360.0K<0.1%+20+0.1%AddedHistory
ZBRAZebra Technologies CorpCL A1,208$358.8K<0.1%−75−5.8%ReducedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,225$358.8K<0.1%00.0%Unchanged–
Columbia ETF Tr II19762B202EM CORE EX ETF9,861$358.3K<0.1%+6,078+160.7%Added–
ADMArcher-Daniels-Midland CoStock5,995$358.1K<0.1%−4−0.1%ReducedHistory
ROSTRoss Stores, Inc.COM2,346$357.5K<0.1%+390+19.9%AddedHistory
RACEFerrari N.V.COM736$357.1K<0.1%+36+5.1%AddedHistory
TXTTextron IncCOM4,227$357.1K<0.1%+613+17.0%AddedHistory
COOPMaverick Merger Sub 2, LLCCOM1,694$357.1K<0.1%+26+1.6%AddedHistory
DLRDigital Realty Trust, Inc.COM2,046$353.7K<0.1%+33+1.6%AddedHistory
MLIMueller Industries IncCOM3,496$353.5K<0.1%+2,360+207.7%AddedHistory
ROKURoku, IncCOM CL A3,529$353.4K<0.1%+2,135+153.2%AddedHistory
CMAComerica IncCOM5,153$353.1K<0.1%+33+0.6%AddedHistory
FASTFastenal CoStock7,198$353.0K<0.1%+322+4.7%AddedHistory
PCARPaccar IncCOM3,590$353.0K<0.1%−187−5.0%ReducedHistory
CTASCintas CorpStock1,711$351.0K<0.1%−441−20.5%ReducedHistory
CHTRCharter Communications, Inc.CL A1,275$350.8K<0.1%+420+49.1%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF7,547$349.6K<0.1%−134−1.7%Reduced–
ODFLOld Dominion Freight Line, Inc.COM2,478$348.9K<0.1%−604−19.6%ReducedHistory
iShares Tr46435G409MSCI INTL VLU FT9,824$348.6K<0.1%−497−4.8%Reduced–
SBUXStarbucks CorpStock4,120$348.5K<0.1%+40+1.0%AddedHistory
DINOHF Sinclair CorpCOM6,652$348.2K<0.1%−152−2.2%ReducedHistory
TEAMAtlassian CorpCL A2,179$348.0K<0.1%+339+18.4%AddedHistory
DOVDOVER CorpCOM2,085$347.8K<0.1%+545+35.4%AddedHistory
OSISOsi Systems IncCOM1,393$347.2K<0.1%−45−3.1%ReducedHistory
COKECoca-Cola Consolidated, Inc.COM2,963$347.1K<0.1%+252+9.3%AddedHistory
ITWIllinois Tool Works IncStock1,330$346.8K<0.1%+70+5.6%AddedHistory
GLGlobe Life Inc.COM2,415$345.3K<0.1%+3+0.1%AddedHistory
DDOGDatadog, Inc.CL A COM2,424$345.2K<0.1%+19+0.8%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$344.6K<0.1%00.0%Unchanged–
WTWWillis Towers Watson PLCSHS996$344.2K<0.1%+7+0.7%AddedHistory
ARESAres Management CorpCL A COM STK2,146$343.1K<0.1%+18+0.8%AddedHistory
EWEdwards Lifesciences CorpStock4,410$342.9K<0.1%+1,230+38.7%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM7,859$341.2K<0.1%+29+0.4%Added–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1735$341.1K<0.1%−336−31.4%ReducedHistory
EDConsolidated Edison IncStock3,388$340.5K<0.1%+703+26.2%AddedHistory
MTCHMatch Group, Inc.COM9,615$339.6K<0.1%+9,044+1,583.9%AddedHistory
ROKRockwell Automation, IncStock971$339.4K<0.1%+172+21.5%AddedHistory
CARRCarrier Global CorpStock5,678$339.0K<0.1%−860−13.2%ReducedHistory
BKRBaker Hughes CoCL A6,950$338.6K<0.1%−266−3.7%ReducedHistory
AMTAmerican Tower CorpREIT1,758$338.2K<0.1%−1,124−39.0%ReducedHistory
LENLennar CorpCL A2,677$337.4K<0.1%+50+1.9%AddedHistory
EGPEastgroup Properties IncCOM1,991$337.0K<0.1%+137+7.4%AddedHistory
NTRANatera, Inc.COM2,089$336.3K<0.1%+148+7.6%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,534$336.2K<0.1%+2,811+388.8%Added–
Vanguard Health Care ETF92204A504ETF1,280$332.3K<0.1%+185+16.9%Added–
LPLALPL Financial Holdings Inc.COM997$331.7K<0.1%−236−19.1%ReducedHistory
iShares Tr464287861EUROPE ETF5,061$331.4K<0.1%−279−5.2%Reduced–
HMCHonda Motor Co LtdADR ECH CNV IN 310,723$330.3K<0.1%+1,762+19.7%AddedHistory
CAGConagra Brands Inc.Stock17,985$329.3K<0.1%+6,022+50.3%AddedHistory
GPIGroup 1 Automotive IncCOM751$328.8K<0.1%+125+20.0%AddedHistory
KMBKimberly Clark CorpStock2,642$328.4K<0.1%−1,445−35.4%ReducedHistory
CPAYCorpay, Inc.COM SHS1,139$328.0K<0.1%+22+2.0%AddedHistory
SESea LtdSPONSORD ADS1,835$328.0K<0.1%+160+9.6%AddedHistory
AXONAxon Enterprise, Inc.COM456$327.2K<0.1%+3+0.7%AddedHistory
AYIAcuity Inc. (DE)Stock950$327.2K<0.1%+86+10.0%AddedHistory
EXELExelixis, Inc.COM7,919$327.1K<0.1%+384+5.1%AddedHistory
CVNACarvana Co.CL A864$325.9K<0.1%+64+8.0%AddedHistory
MDBMongoDB, Inc.CL A1,049$325.6K<0.1%−231−18.0%ReducedHistory
CWCurtiss Wright CorpStock597$324.1K<0.1%+137+29.8%AddedHistory
Franklin Templeton ETF Tr35473P686FTSE TAIWAN5,496$322.8K<0.1%−71−1.3%Reduced–
WECWec Energy Group, Inc.Stock2,815$322.6K<0.1%+516+22.4%AddedHistory
HUBSHubSpot IncCOM689$322.3K<0.1%+372+117.4%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock1,607$322.0K<0.1%+184+12.9%AddedHistory
TDYTeledyne Technologies IncCOM549$321.8K<0.1%−130−19.1%ReducedHistory
CICigna GroupStock1,115$321.8K<0.1%−428−27.7%ReducedHistory
EQTEQT CorpStock5,905$321.4K<0.1%−804−12.0%ReducedHistory
MARMarriott International IncStock1,233$321.1K<0.1%+16+1.3%AddedHistory
CAHCardinal Health IncStock2,038$319.8K<0.1%−310−13.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,520$319.7K<0.1%+236+2.1%Added–

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