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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2025

Holdings as of Dec 31, 2025, filed Feb 6, 2026. Long positions only; changes compare share counts with Q3 2025.

Institution overview
Positions
4,266
−53 vs. Q3 2025
Portfolio value
$2.71B
+$187.0M (+7.4%) vs. Q3 2025
Filed
Feb 6, 2026
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr46438G505IBONDS OCT 2026109$2.79K<0.1%+109New–
SMRTSmartRent, Inc.COM CL A1,381$2.79K<0.1%−567−29.1%ReducedHistory
EPCEdgewell Personal Care CoCOM164$2.80K<0.1%−767−82.4%ReducedHistory
HOFTHooker Furnishings CorpCOM248$2.80K<0.1%−50−16.8%ReducedHistory
VRDNViridian Therapeutics, Inc.COM90$2.80K<0.1%−2−2.2%ReducedHistory
IMKTAIngles Markets IncCL A41$2.81K<0.1%−228−84.8%ReducedHistory
OBTCOsprey Bitcoin TrustCommon Stock100$2.82K<0.1%+100NewHistory
APLDApplied Digital Corp.COM NEW115$2.82K<0.1%−133−53.6%ReducedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS218$2.82K<0.1%−157−41.9%ReducedHistory
FNKOFunko, Inc.COM CL A831$2.83K<0.1%+744+855.2%AddedHistory
NXQuanex Building Products CORPCOM184$2.83K<0.1%−667−78.4%ReducedHistory
NIQNIQ Global Intelligence plcORDINARY SHARES172$2.84K<0.1%+172NewHistory
NMFCNew Mountain Finance CorpCOM308$2.84K<0.1%00.0%UnchangedHistory
STAAStaar Surgical CoCOM PAR $0.01123$2.84K<0.1%+44+55.7%AddedHistory
AVNWAviat Networks, Inc.COM NEW133$2.84K<0.1%−27−16.9%ReducedHistory
PAYOPayoneer Global Inc.COM508$2.85K<0.1%+412+429.2%AddedHistory
HKDAMTD Digital Inc.SPONSORED ADS2,249$2.86K<0.1%−3,072−57.7%ReducedHistory
AMCXAMC Global Media Inc.CL A301$2.87K<0.1%+62+25.9%AddedHistory
SASeabridge Gold IncCOM97$2.87K<0.1%00.0%UnchangedHistory
AORTArtivion, Inc.COM63$2.87K<0.1%−145−69.7%ReducedHistory
JELDJELD-WEN Holding, Inc.COM1,175$2.89K<0.1%−428−26.7%ReducedHistory
CBNKCapital Bancorp IncCOM103$2.90K<0.1%−24−18.9%ReducedHistory
AVDAmerican Vanguard CorpCOM760$2.90K<0.1%−116−13.2%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM5$2.91K<0.1%+1+25.0%AddedHistory
STGSunlands Technology GroupSPONSRD ADS NEW492$2.91K<0.1%−416−45.8%ReducedHistory
NTGRNetgear, Inc.COM119$2.92K<0.1%−149−55.6%ReducedHistory
DJCODaily Journal CorpCOM6$2.92K<0.1%+4+200.0%AddedHistory
AFYAAfya LtdCL A COM190$2.93K<0.1%00.0%UnchangedHistory
LZBLa-Z-Boy IncCOM79$2.94K<0.1%−92−53.8%ReducedHistory
LILALiberty Latin America Ltd.COM CL A399$2.95K<0.1%−25−5.9%ReducedHistory
DCODucommun IncCOM31$2.95K<0.1%−119−79.3%ReducedHistory
BORRBorr Drilling LtdSHS733$2.95K<0.1%−227−23.6%ReducedHistory
MTWManitowoc Co IncCOM NEW249$2.98K<0.1%−45−15.3%ReducedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.99K<0.1%00.0%Unchanged–
First Trust Cloud Computing ETF33734X192ETF23$2.99K<0.1%+3+15.0%Added–
AIRIAir Industries GroupCOM NEW977$3.00K<0.1%00.0%UnchangedHistory
SLDBSolid Biosciences Inc.COM533$3.01K<0.1%00.0%UnchangedHistory
CCNECNB Financial CorpCOM115$3.01K<0.1%−18−13.5%ReducedHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3.03K<0.1%00.0%Unchanged–
UISUnisys CorpCOM NEW1,098$3.03K<0.1%−545−33.2%ReducedHistory
FRHCFreedom Holding Corp.COM25$3.04K<0.1%−8−24.2%ReducedHistory
Capital Grp Fixed Incm ETF T14020Y409SHORT DURATION117$3.04K<0.1%00.0%Unchanged–
HLLYHolley Inc.COM742$3.06K<0.1%−234−24.0%ReducedHistory
PAXPatria Investments LtdCOM CL A193$3.07K<0.1%+57+41.9%AddedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD133$3.08K<0.1%−8−5.7%Reduced–
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3.08K<0.1%00.0%Unchanged–
EVEXEve Holding, Inc.COM774$3.09K<0.1%+52+7.2%AddedHistory
CTOSCustom Truck One Source, Inc.COM CL A537$3.09K<0.1%+7+1.3%AddedHistory
SBGISinclair, Inc.CL A203$3.11K<0.1%+10+5.2%AddedHistory
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS102$3.11K<0.1%−224−68.7%ReducedHistory
IRENIREN LtdORDINARY SHARES83$3.13K<0.1%+55+196.4%AddedHistory
WSCWillScot Holdings CorpCOM CL A167$3.14K<0.1%−577−77.6%ReducedHistory
WGOWinnebago Industries IncCOM78$3.16K<0.1%−531−87.2%ReducedHistory
LRMRLarimar Therapeutics, Inc.COM832$3.17K<0.1%−93−10.1%ReducedHistory
AIOTPowerfleet, Inc.COM596$3.17K<0.1%00.0%UnchangedHistory
MLCOMelco Resorts & Entertainment LTDADR419$3.17K<0.1%−34−7.5%ReducedHistory
Pgim ETF Tr69344A206ACTV HY BD ETF90$3.19K<0.1%−1−1.1%Reduced–
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR100$3.20K<0.1%+100New–
LACLithium Americas Corp.Stock734$3.20K<0.1%+507+223.3%AddedHistory
DAVAEndava plcADS507$3.21K<0.1%+100+24.6%AddedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS241$3.21K<0.1%−224−48.2%ReducedHistory
TTAMTitan America SAStock195$3.21K<0.1%−8−3.9%ReducedHistory
GNKGenco Shipping & Trading LtdSHS175$3.23K<0.1%−183−51.1%ReducedHistory
INNSummit Hotel Properties, Inc.COM666$3.24K<0.1%−116−14.8%ReducedHistory
MQMarqeta, Inc.CLASS A COM684$3.25K<0.1%−2,256−76.7%ReducedHistory
OFLXOmega Flex, Inc.COM111$3.27K<0.1%−76−40.6%ReducedHistory
UAUnder Armour, Inc.CL C681$3.27K<0.1%−1,495−68.7%ReducedHistory
FMCFMC CorpCOM NEW237$3.29K<0.1%−242−50.5%ReducedHistory
iShares Tr464287796U.S. ENERGY ETF69$3.29K<0.1%+9+15.0%Added–
VSTMVerastem, Inc.COM NEW426$3.29K<0.1%00.0%UnchangedHistory
SKINSkinHealth Systems Inc.COM CL A2,369$3.29K<0.1%−107−4.3%ReducedHistory
PIImpinj IncCOM19$3.31K<0.1%+11+137.5%AddedHistory
NRDSNerdwallet, Inc.COM CL A244$3.31K<0.1%00.0%UnchangedHistory
YSGYatsen Holding LtdADS850$3.31K<0.1%−5,122−85.8%ReducedHistory
ATENA10 Networks, Inc.Stock187$3.31K<0.1%−208−52.7%ReducedHistory
First BK Williamstown New Je31931U102COM201$3.31K<0.1%+10+5.2%Added–
RBCAARepublic Bancorp IncCL A48$3.31K<0.1%−160−76.9%ReducedHistory
BNTXBioNTech SESPONSORED ADS35$3.33K<0.1%−27−43.5%ReducedHistory
DGIIDigi International IncCOM77$3.33K<0.1%+38+97.4%AddedHistory
KEKimball Electronics, Inc.Stock120$3.34K<0.1%+99+471.4%AddedHistory
NVCRNovoCure LtdORD SHS259$3.35K<0.1%+172+197.7%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM46$3.35K<0.1%00.0%UnchangedHistory
ESQEsquire Financial Holdings, Inc.COM33$3.37K<0.1%−2−5.7%ReducedHistory
ESPREsperion Therapeutics, Inc.COM914$3.38K<0.1%00.0%UnchangedHistory
ADCTADC Therapeutics SASHS958$3.38K<0.1%+11+1.2%AddedHistory
VELVelocity Financial, Inc.COM163$3.38K<0.1%+112+219.6%AddedHistory
KWKennedy-Wilson Holdings, Inc.COM350$3.38K<0.1%+323+1,196.3%AddedHistory
CCOClear Channel Outdoor Holdings, Inc.COM1,534$3.39K<0.1%+298+24.1%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock176$3.39K<0.1%00.0%Unchanged–
DFTXDefinium Therapeutics, Inc.Stock254$3.40K<0.1%+150+144.2%AddedHistory
GHMGraham CorpCOM53$3.40K<0.1%−2−3.6%ReducedHistory
LINDLindblad Expeditions Holdings, Inc.Stock237$3.42K<0.1%−13−5.2%ReducedHistory
DNLIDenali Therapeutics Inc.COM207$3.42K<0.1%+41+24.7%AddedHistory
Alps ETF Tr00162Q726BARRONS 400 ETF42$3.42K<0.1%+1+2.4%Added–
ARRYArray Technologies, Inc.COM SHS373$3.44K<0.1%00.0%UnchangedHistory
TBLATaboola.com Ltd.ORD SHS746$3.44K<0.1%+18+2.5%AddedHistory
HOGHarley-Davidson, Inc.COM169$3.46K<0.1%−775−82.1%ReducedHistory
BBBLACKBERRY LtdCOM914$3.46K<0.1%+407+80.3%AddedHistory
DAWNDay One Biopharmaceuticals, Inc.Stock372$3.47K<0.1%+141+61.0%AddedHistory
UTMDUtah Medical Products IncCOM62$3.47K<0.1%−37−37.4%ReducedHistory

Options (6)

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 Q4 2025
SecurityClassPutsCalls
SPYSPDR S&P 500 ETF TrustETF$2.05M–
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$1.84M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$1.28M–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$34.0K
PDD 270617C00120000 PDD Holdings Inc CLL Opt 06/27 105.0 Cal7863999WUStock–$31.9K
Dis 260220C00120000 Disney Walt Co CLL Opt 02/26 120.0 Cal8123579LHStock–$23.1K

Sold out since Q3 2025 (243)

Positions held at the end of Q3 2025 that are gone from this filing.

The largest 100 of 243 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2025
SecurityClassShares in Q3 2025Value in Q3 2025% of portfolio in Q3 2025History
PNFPPinnacle Financial Partners, Inc.COM20,320$1.91M0.1%History
AMCRAmcor plcORD201,053$1.64M0.1%History
Direxion Shs ETF Tr25461A494DAILY TECHNOLOGY45,596$881.8K<0.1%–
Direxion Daily Semiconductor Bear 3X Shares25460G112ETF140,023$723.9K<0.1%–
ProShares Tr74347G192ULTRAPRO SHT QQQ39,558$602.5K<0.1%–
iShares Inc46434G780MSCI SINGPOR ETF19,966$565.8K<0.1%–
AZNAstraZeneca PLCSPONSORED ADR7,232$554.8K<0.1%History
Emx Rty Corp26873J107COM97,900$504.2K<0.1%–
COOPMaverick Merger Sub 2, LLCCOM1,694$357.1K<0.1%History
Schwab Fundamental U.S. Small Company ETF808524763ETF11,058$344.6K<0.1%–
ULUnilever PLCSPON ADR NEW4,531$268.6K<0.1%History
ETGEaton Vance Tax-Advantaged Global Dividend Income FundCOM10,893$230.2K<0.1%History
SORSource CapitalCEF4,916$221.3K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS1,974$210.6K<0.1%History
TYTRI-CONTINENTAL CorpCOM6,137$208.7K<0.1%History
ETOEaton Vance Tax-Advantaged Global Dividend Opportunities FundCOM7,342$202.3K<0.1%History
Direxion Shs ETF Tr25460E232DAILY SM CP BEAR21,009$172.5K<0.1%–
FFAFirst Trust Enhanced Equity Income FundCOM7,993$172.0K<0.1%History
Timothy Plan887432284US LARGE MID CP6,225$171.5K<0.1%–
KKellanovaStock1,438$118.0K<0.1%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM7,392$117.5K<0.1%History
ALEAllete IncCOM NEW1,725$114.5K<0.1%History
QQQXNuveen NASDAQ 100 Dynamic Overwrite FundCOM SHS3,900$107.1K<0.1%History
iShares Tr464287515EXPANDED TECH920$105.8K<0.1%–
Kraneshares Trust500767652MOUNT LUCAS ETF3,898$105.0K<0.1%–
LNWOLight & Wonder, Inc.COM1,170$98.2K<0.1%History
QGENQiagen N.V.COMMON STOCK2,184$97.6K<0.1%History
ETF Ser Solutions26922A321DISTILLATE US1,643$95.2K<0.1%–
Timothy Plan887432276HIGH DIVIDEND3,465$90.5K<0.1%–
WNSWNS (Holdings) LtdCOM SHS1,164$88.8K<0.1%History
ProShares Ultrapro Short S&P50074349Y845ETF6,354$85.8K<0.1%–
PINCPremier, Inc.CL A2,798$77.8K<0.1%History
Direxion Shares ETF Trust25460E190DA 500 BE 3X ETF2,006$76.2K<0.1%–
Dole PLC Ord Shs256603101Stock4,338$58.3K<0.1%–
TPVGTriplePoint Venture Growth BDC Corp.COM10,000$57.7K<0.1%History
Invesco Exch Traded FD Tr II46138E198S&P MIDCP LOW860$54.7K<0.1%–
VBTXVeritex Holdings, Inc.COM1,510$50.6K<0.1%History
BRYBerry Corp (bry)COM11,844$44.8K<0.1%History
HSIIHeidrick & Struggles International IncCOM819$40.8K<0.1%History
Copel-ADR20441B605ADR4,095$40.1K<0.1%–
INFAInformatica Inc.COM CL A1,574$39.1K<0.1%History
SCSSteelcase IncCL A2,209$38.0K<0.1%History
VRNTVerint Systems IncCOM1,855$37.6K<0.1%History
IPGInterpublic Group of Companies, Inc.COM1,283$35.8K<0.1%History
Capital Grp Fixed Incm ETF T14020Y888ULTRA SHORT ETF1,184$29.9K<0.1%–
HBIHanesbrands Inc.COM3,651$24.1K<0.1%History
Metals Acquisition CorpG60409110ORD SHS1,701$20.8K<0.1%–
MRCMRC Global Inc.COM1,301$18.8K<0.1%History
SRDXSurmodics IncCOM562$16.8K<0.1%History
GNTYGuaranty Bancshares IncCOM284$13.8K<0.1%History
SEI Exchange Traded Funds81589A304QIM US LARGE VAL350$13.6K<0.1%–
HONEHarborOne Bancorp, Inc.COM NEW954$13.0K<0.1%History
iShares Tr464288117INTL TREA BD ETF267$11.4K<0.1%–
PROPROS Holdings, Inc.COM470$10.8K<0.1%History
PKEPark Aerospace CorpCOM504$10.3K<0.1%History
MSBMesabi TrustCTF BEN INT345$9.96K<0.1%History
SPRSpirit AeroSystems Holdings, Inc.COM CL A257$9.92K<0.1%History
SPDR Series Trust78464A292ST STR PFD ETF280$9.26K<0.1%–
TRMLTourmaline Bio, Inc.COM183$8.75K<0.1%History
Innovator ETFs Trust45782C722INTRNL DEV JULY250$8.17K<0.1%–
FOXFFox Factory Holding CorpCOM320$7.77K<0.1%History
FCFranklin Covey CoCOM395$7.67K<0.1%History
ODPODP CorpCOM269$7.49K<0.1%History
Direxion Shs ETF Tr25461A858DAILY AMZN BL1.5200$6.96K<0.1%–
WYHGWing Yip Food Holdings Group LtdADS4,723$6.09K<0.1%History
VTLEVital Energy, Inc.COM324$5.47K<0.1%History
AVDXAvidXchange Holdings, Inc.COM537$5.34K<0.1%History
iShares Tr46434V4070-5YR HI YL CP112$4.85K<0.1%–
Sandstorm Gold Ltd Com New80013R206Stock372$4.66K<0.1%–
SLMTBrera Holdings PLCCLASS B ORD150$4.50K<0.1%History
ASPNAspen Aerogels IncCOM641$4.46K<0.1%History
KOSKosmos Energy Ltd.COM2,682$4.45K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM180$4.44K<0.1%–
ETNB89bio, Inc.COM294$4.32K<0.1%History
KRROKorro Bio, Inc.COM89$4.26K<0.1%History
IASIntegral Ad Science Holding Corp.COM398$4.05K<0.1%History
HNVRHanover Bancorp, Inc.COM NEW180$4.04K<0.1%History
Global X FDS37954Y780INTERNET OF THNG103$4.02K<0.1%–
PHLTPerformant Healthcare IncCOM507$3.92K<0.1%History
HSAIHesai GroupSPONSORED ADS137$3.85K<0.1%History
MTSRMetsera, Inc.COM72$3.77K<0.1%History
PARPar Technology CorpCOM88$3.48K<0.1%History
TURBTurbo Energy, S.A.SPON ADS611$3.29K<0.1%History
AOUTAmerican Outdoor Brands, Inc.COM363$3.15K<0.1%History
ZIMVZimVie Inc.Stock164$3.11K<0.1%History
iShares Inc464286400MSCI BRAZIL ETF100$3.10K<0.1%–
MGRMMonogram Technologies Inc.COM511$3.00K<0.1%History
AKROAkero Therapeutics, Inc.COM60$2.85K<0.1%History
CCMConcord Medical Services Holdings LtdSPON ADR CL A440$2.70K<0.1%History
HTTHigh Templar Tech LtdSPON ADS610$2.60K<0.1%History
Alps ETF Tr00162Q478DISRUPTIVE TECH50$2.58K<0.1%–
Oneconnect Finl Technology C68248T204SPONSORED ADS338$2.56K<0.1%–
PBPBPotbelly CorpCOM149$2.54K<0.1%History
HEPSD-MARKET Electronic Services & TradingSPONSORED ADS912$2.45K<0.1%History
LMBLimbach Holdings, Inc.COM23$2.23K<0.1%History
TICTIC Solutions, Inc.COM163$2.17K<0.1%History
TOURTuniu CorpSPONSORED ADS A2,216$2.11K<0.1%History
SPDR Index Shs FDS78463X871ST INTL CAP ETF52$2.09K<0.1%–
Global X FDS37954Y343GLBL X MLP ETF41$1.99K<0.1%–
IROQIF Bancorp, Inc.COM75$1.94K<0.1%History