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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
DENNDENNY'S CorpCOM558$3.47K<0.1%−126−18.4%ReducedHistory
iShares Tr46435G334MSCI UK ETF NEW79$3.47K<0.1%00.0%Unchanged–
ABRArbor Realty Trust IncCOM450$3.49K<0.1%−230−33.8%ReducedHistory
RAPPRapport Therapeutics, Inc.COM115$3.49K<0.1%00.0%UnchangedHistory
CIMChimera Investment CorpCOM SHS281$3.49K<0.1%−345−55.1%ReducedHistory
FFWMFirst Foundation Inc.COM570$3.51K<0.1%+115+25.3%AddedHistory
UNTYUnity Bancorp IncCOM68$3.52K<0.1%+59+655.6%AddedHistory
CHRSCoherus Oncology, Inc.COM2,479$3.52K<0.1%+544+28.1%AddedHistory
LIONLionsgate Studios Corp.COM387$3.53K<0.1%−2,577−86.9%ReducedHistory
CXWCoreCivic, Inc.COM185$3.54K<0.1%−85−31.5%ReducedHistory
USBCUSBC, Inc.COM NEW5,583$3.54K<0.1%00.0%UnchangedHistory
VTSVitesse Energy, Inc.COMMON STOCK184$3.54K<0.1%−191−50.9%ReducedHistory
WEAVWeave Communications, Inc.Stock470$3.57K<0.1%+442+1,578.6%AddedHistory
AMSCAmerican Superconductor CorpStock124$3.57K<0.1%−73−37.1%ReducedHistory
HPKHighPeak Energy, Inc.COM755$3.58K<0.1%−40−5.0%ReducedHistory
ZLABZai Lab LtdADR203$3.58K<0.1%+27+15.3%AddedHistory
Nushares ETF Tr67092P854ESG HI TLD CRP166$3.58K<0.1%00.0%Unchanged–
CYHCommunity Health Systems IncCOM1,151$3.59K<0.1%+701+155.8%AddedHistory
SMBCSouthern Missouri Bancorp, Inc.COM61$3.61K<0.1%+53+662.5%AddedHistory
BKVBKV CorpCOM133$3.61K<0.1%00.0%UnchangedHistory
ESRTEmpire State Realty Trust, Inc.CL A554$3.61K<0.1%−658−54.3%ReducedHistory
PRCHPorch Group, Inc.COM396$3.62K<0.1%+115+40.9%AddedHistory
Matthews Asia FDS577125818EMER MKTS EQUITY101$3.62K<0.1%00.0%Unchanged–
GLDDGreat Lakes Dredge & Dock CORPCOM276$3.62K<0.1%−50−15.3%ReducedHistory
CNTBConnect Biopharma Holdings LtdADS1,288$3.63K<0.1%−294−18.6%ReducedHistory
SNBRQSleep Number CorpCOM432$3.65K<0.1%−7−1.6%ReducedHistory
BHBiglari Holdings Inc.COM STK CL B11$3.66K<0.1%+2+22.2%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.66K<0.1%00.0%Unchanged–
ATKRAtkore Inc.COM58$3.67K<0.1%+4+7.4%AddedHistory
BFSTBusiness First Bancshares, Inc.COM141$3.69K<0.1%−40−22.1%ReducedHistory
RWTRedwood Trust IncCOM667$3.69K<0.1%−448−40.2%ReducedHistory
NATRNatures Sunshine Products IncCOM171$3.69K<0.1%−15−8.1%ReducedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF57$3.70K<0.1%00.0%Unchanged–
FMNBFarmers National Banc CorpCOM278$3.70K<0.1%−29−9.4%ReducedHistory
OABIOmniAb, Inc.COM2,003$3.71K<0.1%+1,338+201.2%AddedHistory
HOVHovnanian Enterprises IncCL A NEW38$3.71K<0.1%−6−13.6%ReducedHistory
ANGOAngiodynamics IncCOM289$3.71K<0.1%+52+21.9%AddedHistory
PLPCPreformed Line Products CoCOM18$3.72K<0.1%−6−25.0%ReducedHistory
CALCaleres IncCOM306$3.72K<0.1%−834−73.2%ReducedHistory
Tidal ETF Tr886364280SOFI ENHANCED YL248$3.77K<0.1%+248New–
PNNTPennantpark Investment CorpCOM639$3.81K<0.1%−3,199−83.4%ReducedHistory
SEDGSolaredge Technologies, Inc.COM132$3.81K<0.1%−2−1.5%ReducedHistory
WVEWave Life Sciences, Inc.SHS224$3.81K<0.1%+24+12.0%AddedHistory
LBLandBridge Co LLCCL A78$3.82K<0.1%+78NewHistory
Innovator ETFs Trust45783Y889US EQT ACLRTD 9100$3.83K<0.1%+100New–
CURBCurbline Properties Corp.COM165$3.83K<0.1%+2+1.2%AddedHistory
NEONeogenomics IncCOM NEW326$3.83K<0.1%−536−62.2%ReducedHistory
SVVSavers Value Village, Inc.COM411$3.84K<0.1%−461−52.9%ReducedHistory
INBKFirst Internet BancorpCOM184$3.84K<0.1%−13−6.6%ReducedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3.85K<0.1%00.0%Unchanged–
AIC3.ai, Inc.Stock286$3.85K<0.1%−601−67.8%ReducedHistory
TRDAEntrada Therapeutics, Inc.COM376$3.87K<0.1%−13−3.3%ReducedHistory
EWTXEdgewise Therapeutics, Inc.COM156$3.87K<0.1%+14+9.9%AddedHistory
WAVEEco Wave Power Global AB (publ)SPONSORED ADS665$3.88K<0.1%−2,246−77.2%ReducedHistory
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3.89K<0.1%+49New–
KNTKKinetik Holdings Inc.COM NEW CL A108$3.89K<0.1%−31−22.3%ReducedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT705$3.91K<0.1%+34+5.1%AddedHistory
AEBIAebi Schmidt Holding AGCOM309$3.91K<0.1%00.0%UnchangedHistory
RGPResources Connection, Inc.COM776$3.91K<0.1%−333−30.0%ReducedHistory
VCTRVictory Capital Holdings, Inc.COM CL A62$3.91K<0.1%−142−69.6%ReducedHistory
RBBRBB BancorpCOM190$3.92K<0.1%+12+6.7%AddedHistory
TDUPThredUp Inc.CL A615$3.93K<0.1%−103−14.3%ReducedHistory
SAILSailPoint, Inc.COM195$3.94K<0.1%+184+1,672.7%AddedHistory
SLDPSolid Power, Inc.CLASS A COM932$3.96K<0.1%−43−4.4%ReducedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD60$3.97K<0.1%+1+1.7%Added–
HWKNHawkins IncCOM28$3.98K<0.1%−72−72.0%ReducedHistory
UFPTUfp Technologies IncCOM18$4.00K<0.1%−31−63.3%ReducedHistory
HDSNHudson Technologies IncCOM589$4.04K<0.1%−175−22.9%ReducedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$4.04K<0.1%00.0%Unchanged–
WINAWinmark CorpCOM10$4.05K<0.1%−30−75.0%ReducedHistory
RRBIRed River Bancshares IncCOM57$4.07K<0.1%−143−71.5%ReducedHistory
HTLDHeartland Express IncCOM453$4.09K<0.1%−401−47.0%ReducedHistory
TCPCBlackRock TCP Capital Corp.COM750$4.10K<0.1%00.0%UnchangedHistory
RHLDResolute Holdings Management, Inc.COM20$4.13K<0.1%00.0%UnchangedHistory
HLMNHillman Solutions Corp.COM477$4.13K<0.1%−2−0.4%ReducedHistory
KROSKeros Therapeutics, Inc.COM203$4.13K<0.1%−37−15.4%ReducedHistory
FUNSix Flags Entertainment CorporationCOM270$4.14K<0.1%+250+1,250.0%AddedHistory
LOARLoar Holdings Inc.COM SHS61$4.15K<0.1%+53+662.5%AddedHistory
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4.19K<0.1%−10−5.0%Reduced–
HESMHess Midstream LPCL A SHS122$4.21K<0.1%+115+1,642.9%AddedHistory
ROADConstruction Partners, Inc.COM CL A39$4.23K<0.1%+4+11.4%AddedHistory
EVCMEverCommerce Inc.COM351$4.25K<0.1%−44−11.1%ReducedHistory
Elevation Series Trust210322731OPAL DIVID INCOM117$4.25K<0.1%00.0%Unchanged–
RGENRepligen CorpCOM26$4.26K<0.1%+14+116.7%AddedHistory
PAYPaymentus Holdings, Inc.Stock135$4.26K<0.1%+135NewHistory
WALDWaldencast plcCOMMON STOCK2,272$4.27K<0.1%−995−30.5%ReducedHistory
RNWReNew Energy Global plcCL A SHS758$4.28K<0.1%−180−19.2%ReducedHistory
PLUGPlug Power IncStock2,178$4.29K<0.1%+155+7.7%AddedHistory
BZHBeazer Homes USA IncCOM NEW212$4.30K<0.1%−100−32.1%ReducedHistory
FWRDForward Air CorpCOM172$4.30K<0.1%+97+129.3%AddedHistory
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4.32K<0.1%+200New–
NXENexGen Energy Ltd.COM470$4.32K<0.1%+215+84.3%AddedHistory
OSPNOneSpan Inc.COM337$4.33K<0.1%−231−40.7%ReducedHistory
EXTRExtreme Networks IncCOM260$4.33K<0.1%−69−21.0%ReducedHistory
CPSCooper-Standard Holdings Inc.COM132$4.33K<0.1%+38+40.4%AddedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW509$4.34K<0.1%−59−10.4%ReducedHistory
VECOVeeco Instruments IncCOM152$4.34K<0.1%−3−1.9%ReducedHistory
SPFISouth Plains Financial, Inc.COM112$4.34K<0.1%−32−22.2%ReducedHistory
ALMSAlumis Inc.COM447$4.36K<0.1%−657−59.5%ReducedHistory
LZMLifezone Metals LtdORD SHS1,022$4.36K<0.1%−102−9.1%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