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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
iShares Tr46428865310-20 YR TRS ETF3,099$319.2K<0.1%+559+22.0%Added–
COOCooper Companies, Inc.COM4,630$317.5K<0.1%−1,163−20.1%ReducedHistory
PEverpure, Inc.CL A3,786$317.3K<0.1%+583+18.2%AddedHistory
CMSCMS Energy CorpCOM4,308$315.6K<0.1%−152−3.4%ReducedHistory
BIIBBiogen Inc.COM2,247$314.8K<0.1%+243+12.1%AddedHistory
LECOLincoln Electric Holdings IncCOM1,324$312.2K<0.1%+138+11.6%AddedHistory
DDDuPont de Nemours, Inc.COM4,007$312.2K<0.1%+628+18.6%AddedHistory
UGIUgi CorpStock9,386$312.2K<0.1%−158−1.7%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,870$311.6K<0.1%+260+4.6%AddedHistory
IVZInvesco Ltd.Stock13,582$311.6K<0.1%+636+4.9%AddedHistory
BlackRock ETF Trust09290C780ISHA I IN TE ETF9,112$311.3K<0.1%+4,991+121.1%Added–
CDWCDW CorpCOM1,954$311.2K<0.1%−106−5.1%ReducedHistory
MFCManulife Financial CorpCOM9,989$311.2K<0.1%+103+1.0%AddedHistory
TFXTeleflex IncCOM2,536$310.3K<0.1%+1,533+152.8%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF8,183$309.8K<0.1%+132+1.6%Added–
MGMMGM Resorts InternationalStock8,897$308.4K<0.1%+5,649+173.9%AddedHistory
FNFFidelity National Financial, Inc.COM SHS5,085$307.6K<0.1%+1,518+42.6%AddedHistory
PIMCO ETF Tr72201R817INV GRD CRP BD3,112$306.9K<0.1%−3,904−55.6%Reduced–
CCEPCoca-Cola Europacific Partners plcSHS3,391$306.6K<0.1%+107+3.3%AddedHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI17,582$306.3K<0.1%+5,512+45.7%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF2,151$306.3K<0.1%+10.0%Added–
Vanguard Real Estate ETF922908553ETF3,349$306.2K<0.1%−35−1.0%Reduced–
BAHBooz Allen Hamilton Holding CorpCL A3,054$305.2K<0.1%+1,625+113.7%AddedHistory
LDOSLeidos Holdings, Inc.COM1,609$304.0K<0.1%+288+21.8%AddedHistory
iShares Tr464287150CORE S&P TTL STK2,079$302.9K<0.1%+118+6.0%Added–
SPDR Series Trust78468R721STATE STREET SPD6,636$302.4K<0.1%00.0%Unchanged–
EXRExtra Space Storage Inc.COM2,142$302.0K<0.1%−1,411−39.7%ReducedHistory
Northern LTS FD Tr IV66538H633INSPIRE CORP BD12,483$301.5K<0.1%−1,883−13.1%Reduced–
TXRHTexas Roadhouse, Inc.COM1,807$300.3K<0.1%−630−25.9%ReducedHistory
INGING Groep NVSPONSORED ADR11,479$299.4K<0.1%+286+2.6%AddedHistory
LADLithia Motors IncCOM947$299.4K<0.1%+126+15.3%AddedHistory
SNDKSandisk CorpCOM2,668$299.3K<0.1%+344+14.8%AddedHistory
LLoews CorpCOM2,978$298.9K<0.1%+66+2.3%AddedHistory
RBB FD Inc74933W452F/M US TREASURY5,977$298.9K<0.1%+1,229+25.9%Added–
AXSAxis Capital Holdings LtdSHS3,112$298.1K<0.1%−1,287−29.3%ReducedHistory
VTRVentas, Inc.REIT4,237$296.6K<0.1%+982+30.2%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A8,381$295.7K<0.1%−249−2.9%ReducedHistory
iShares Tr464287556ISHARES BIOTECH2,047$295.6K<0.1%−735−26.4%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,941$294.8K<0.1%−21,021−87.7%Reduced–
Global X FDS37954Y368S&P EX US ETF8,163$293.8K<0.1%+2,770+51.4%Added–
NNNNNN REIT, Inc.REIT6,882$293.0K<0.1%+1,342+24.2%AddedHistory
UTHRUnited Therapeutics CorpCOM693$290.5K<0.1%−47−6.4%ReducedHistory
EXCExelon CorpStock6,431$289.4K<0.1%−320−4.7%ReducedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW2,364$284.8K<0.1%+10.0%Added–
FCFSFirstCash Holdings, Inc.COM1,781$282.1K<0.1%+31+1.8%AddedHistory
FLEXFlex Ltd.Stock4,860$281.7K<0.1%+2,214+83.7%AddedHistory
BCSBarclays PLCADR13,588$280.9K<0.1%+833+6.5%AddedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW5,764$280.5K<0.1%−181−3.0%Reduced–
DUOLDuolingo, Inc.CL A COM871$280.3K<0.1%+362+71.1%AddedHistory
NINisource Inc.COM6,444$279.0K<0.1%+177+2.8%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,356$278.9K<0.1%+120+5.4%Added–
GNRCGenerac Holdings Inc.Stock1,661$278.1K<0.1%+237+16.6%AddedHistory
First Tr Exchange-Traded FD336917109SHS6,402$277.9K<0.1%+600+10.3%Added–
EPREpr PropertiesCOM SH BEN INT4,788$277.8K<0.1%−194−3.9%ReducedHistory
EWBCEast West Bancorp IncCOM2,602$277.0K<0.1%+108+4.3%AddedHistory
RLRalph Lauren CorpCL A882$276.6K<0.1%+69+8.5%AddedHistory
HPQHP IncStock10,133$275.9K<0.1%+2,043+25.3%AddedHistory
PEGAPegasystems IncCOM4,798$275.9K<0.1%+228+5.0%AddedHistory
PWRQuanta Services, Inc.COM665$275.5K<0.1%+100+17.7%AddedHistory
OSKOshkosh CorpCOM2,119$274.8K<0.1%−19−0.9%ReducedHistory
TYLTyler Technologies IncCOM524$274.1K<0.1%+140+36.5%AddedHistory
FFIVF5, Inc.Stock847$273.8K<0.1%+153+22.0%AddedHistory
MTBM&T Bank CorpCOM1,382$273.2K<0.1%−4−0.3%ReducedHistory
ESTCElastic N.V.ORD SHS3,231$273.0K<0.1%+1,121+53.1%AddedHistory
FISFidelity National Information Services, Inc.Stock4,140$272.9K<0.1%−2,451−37.2%ReducedHistory
OVVOvintiv Inc.COM6,755$272.8K<0.1%+3,457+104.8%AddedHistory
SYYSysco CorpStock3,303$271.9K<0.1%−98−2.9%ReducedHistory
EGOEldorado Gold CorpCOM9,406$271.7K<0.1%+908+10.7%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF2,736$271.2K<0.1%−21−0.8%Reduced–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,495$270.6K<0.1%−81−3.1%Reduced–
PRIMPrimoris Services CorpStock1,962$269.5K<0.1%+581+42.1%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF5,902$269.1K<0.1%+500+9.3%Added–
ULUnilever PLCSPON ADR NEW4,531$268.6K<0.1%−163−3.5%ReducedHistory
NGGNational Grid PLCSPONSORED ADR NE3,687$267.9K<0.1%+124+3.5%AddedHistory
NKENIKE, Inc.Stock3,832$267.2K<0.1%−102−2.6%ReducedHistory
PEGPublic Service Enterprise Group IncCOM3,184$265.7K<0.1%+93+3.0%AddedHistory
MTZMastec IncCOM1,248$265.6K<0.1%+221+21.5%AddedHistory
EXLSExlService Holdings, Inc.COM6,027$265.4K<0.1%+3,144+109.1%AddedHistory
FNFabrinetSHS724$264.0K<0.1%+191+35.8%AddedHistory
YUMYum Brands IncStock1,733$263.5K<0.1%+28+1.6%AddedHistory
EXEExpand Energy CorpCOM2,479$263.4K<0.1%+557+29.0%AddedHistory
SSBSouthState Bank CorpCOM2,628$259.8K<0.1%+718+37.6%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF3,055$259.2K<0.1%00.0%Unchanged–
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,284$257.9K<0.1%+381+5.5%AddedHistory
OKEONEOK IncCOM3,532$257.7K<0.1%−212−5.7%ReducedHistory
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL6,951$257.7K<0.1%−48−0.7%Reduced–
GWWW.W. Grainger, Inc.Stock270$257.3K<0.1%+18+7.1%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS23,154$256.8K<0.1%+460+2.0%AddedHistory
KDPKeurig Dr Pepper Inc.COM9,991$254.8K<0.1%−373−3.6%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,060$254.1K<0.1%+59+5.9%Added–
EEni SpASPONSORED ADR7,266$253.9K<0.1%−441−5.7%ReducedHistory
SLBSLB LimitedStock7,343$252.4K<0.1%−1,308−15.1%ReducedHistory
KRKroger CoStock3,725$251.1K<0.1%−235−5.9%ReducedHistory
WSTWest Pharmaceutical Services IncCOM956$250.9K<0.1%+507+112.9%AddedHistory
iShares Flexible Income Active ETF092528603ETF4,708$250.6K<0.1%−3,644−43.6%Reduced–
ASHAshland Inc.COM5,223$250.2K<0.1%−143−2.7%ReducedHistory
ESIElement Solutions IncCOM9,925$249.8K<0.1%+779+8.5%AddedHistory
BSYBentley Systems IncCOM CL B4,838$249.1K<0.1%−2,546−34.5%ReducedHistory
FTNTFortinet, Inc.Stock2,951$248.1K<0.1%−3,903−56.9%ReducedHistory
AUAngloGold Ashanti PLCCOM SHS3,528$248.1K<0.1%+161+4.8%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