Skip to main content
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
SAFESafehold Inc.COM320$4.38K<0.1%−125−28.1%ReducedHistory
LQDTLiquidity Services IncCOM145$4.39K<0.1%−51−26.0%ReducedHistory
BCRXBiocryst Pharmaceuticals IncCOM564$4.40K<0.1%−518−47.9%ReducedHistory
CTSCTS CorpCOM103$4.42K<0.1%+16+18.4%AddedHistory
NOGNorthern Oil & Gas, Inc.COM206$4.42K<0.1%−867−80.8%ReducedHistory
ARKOARKO Corp.COM978$4.44K<0.1%+569+139.1%AddedHistory
RHPRyman Hospitality Properties, Inc.COM47$4.45K<0.1%−50−51.5%ReducedHistory
ACHCAcadia Healthcare Company, Inc.COM316$4.48K<0.1%−703−69.0%ReducedHistory
CSVCarriage Services IncCOM106$4.48K<0.1%−247−70.0%ReducedHistory
NVGSNavigator Holdings Ltd.SHS259$4.49K<0.1%+181+232.1%AddedHistory
AURAurora Innovation, Inc.CLASS A COM1,175$4.51K<0.1%+149+14.5%AddedHistory
PHRPhreesia, Inc.COM268$4.54K<0.1%−238−47.0%ReducedHistory
CRONCronos Group Inc.COM1,726$4.54K<0.1%+522+43.4%AddedHistory
DBDDiebold Nixdorf, IncCOM SHS67$4.55K<0.1%−235−77.8%ReducedHistory
PANLPangaea Logistics Solutions Ltd.SHS664$4.57K<0.1%−246−27.0%ReducedHistory
VSHVishay Intertechnology IncCOM319$4.62K<0.1%−43−11.9%ReducedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4.63K<0.1%00.0%Unchanged–
NKTRNektar TherapeuticsCOM110$4.65K<0.1%00.0%UnchangedHistory
WNEBWestern New England Bancorp, Inc.COM370$4.67K<0.1%+5+1.4%AddedHistory
SITCSITE Centers Corp.COM728$4.67K<0.1%−1,413−66.0%ReducedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$4.68K<0.1%00.0%Unchanged–
ADAGAdagene Inc.ADS2,478$4.68K<0.1%−4,026−61.9%ReducedHistory
RXORXO, Inc.COMMON STOCK371$4.69K<0.1%−30−7.5%ReducedHistory
ENICEnel Chile S.A.SPONSORED ADR1,172$4.71K<0.1%−111−8.7%ReducedHistory
FRSTPrimis Financial Corp.COM339$4.72K<0.1%+20+6.3%AddedHistory
ETDEthan Allen Interiors IncCOM207$4.73K<0.1%−252−54.9%ReducedHistory
SFSTSouthern First Bancshares IncCOM92$4.74K<0.1%00.0%UnchangedHistory
MRUSMerus N.V.COM53$4.77K<0.1%+21+65.6%AddedHistory
XHRXenia Hotels & Resorts, Inc.COM338$4.78K<0.1%−900−72.7%ReducedHistory
ZYMEZymeworks Inc.COM182$4.79K<0.1%00.0%UnchangedHistory
CXMSprinklr, Inc.CL A616$4.79K<0.1%+24+4.1%AddedHistory
INSPInspire Medical Systems, Inc.COM52$4.80K<0.1%+42+420.0%AddedHistory
BILLBILL Holdings, Inc.Stock88$4.80K<0.1%+27+44.3%AddedHistory
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4.81K<0.1%+267NewHistory
ANIPAni Pharmaceuticals IncCOM61$4.82K<0.1%00.0%UnchangedHistory
CDNACareDx, Inc.COM256$4.82K<0.1%−41−13.8%ReducedHistory
ELVRElevra Lithium LtdSPONSORED ADS92$4.84K<0.1%−120−56.6%ReducedHistory
BLBlackline, Inc.COM88$4.87K<0.1%−25−22.1%ReducedHistory
USACUSA Compression Partners, LPCOMUNIT LTDPAR212$4.88K<0.1%−30−12.4%ReducedHistory
SMSM Energy CoCOM261$4.88K<0.1%−616−70.2%ReducedHistory
EWCZEuropean Wax Center, Inc.CLASS A COM1,358$4.89K<0.1%+99+7.9%AddedHistory
QUADQuad/Graphics, Inc.COM CL A780$4.89K<0.1%−19−2.4%ReducedHistory
LILAKLiberty Latin America Ltd.COM CL C657$4.90K<0.1%−73−10.0%ReducedHistory
WULFTerawulf Inc.COM428$4.92K<0.1%−148−25.7%ReducedHistory
PMTPennyMac Mortgage Investment TrustCOM392$4.92K<0.1%−1,029−72.4%ReducedHistory
IPIIntrepid Potash, Inc.COM178$4.94K<0.1%−600−77.1%ReducedHistory
TGENTecogen Inc.COM NEW1,000$4.94K<0.1%−1,000−50.0%ReducedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4.94K<0.1%00.0%Unchanged–
Curevac N VN2451R105COM1,095$4.95K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V203INTL CORE EQT MK130$4.97K<0.1%00.0%Unchanged–
LSPDLightspeed Commerce Inc.SUB VTG SHS412$4.98K<0.1%00.0%UnchangedHistory
TDOCTeladoc Health, Inc.COM712$4.98K<0.1%+111+18.5%AddedHistory
UNITUniti Group Inc.COM711$4.98K<0.1%+711NewHistory
FLGTFulgent Genetics, Inc.COM191$5.02K<0.1%−24−11.2%ReducedHistory
TRSTrimas CorpCOM NEW142$5.03K<0.1%−366−72.0%ReducedHistory
PAYSPaysign, Inc.COM979$5.04K<0.1%−309−24.0%ReducedHistory
NGNovagold Resources IncCOM NEW541$5.04K<0.1%+77+16.6%AddedHistory
SLNOSoleno Therapeutics IncCOM109$5.05K<0.1%−27−19.9%ReducedHistory
BELFBBel Fuse IncCL B30$5.09K<0.1%−19−38.8%ReducedHistory
GRNDGrindr Inc.COM376$5.09K<0.1%−721−65.7%ReducedHistory
ALLOAllogene Therapeutics, Inc.COM3,719$5.09K<0.1%+1,768+90.6%AddedHistory
HNSTHonest Company, Inc.COM1,978$5.10K<0.1%+1,159+141.5%AddedHistory
ENREnergizer Holdings, Inc.COM257$5.11K<0.1%−807−75.8%ReducedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM110$5.12K<0.1%+43+64.2%AddedHistory
KAIKadant IncCOM18$5.13K<0.1%+5+38.5%AddedHistory
MVBFMVB Financial CorpCOM200$5.17K<0.1%+138+222.6%AddedHistory
CHEFChefs' Warehouse, Inc.COM83$5.17K<0.1%−337−80.2%ReducedHistory
BCAXBicara Therapeutics Inc.COM309$5.20K<0.1%−60−16.3%ReducedHistory
BXCBlueLinx Holdings Inc.COM NEW85$5.22K<0.1%+42+97.7%AddedHistory
HROWHarrow, Inc.COM107$5.24K<0.1%−37−25.7%ReducedHistory
ATMUAtmus Filtration Technologies Inc.COM102$5.29K<0.1%−340−76.9%ReducedHistory
IRONDisc Medicine, Inc.COM67$5.32K<0.1%−8−10.7%ReducedHistory
ABMAbm Industries IncCOM126$5.33K<0.1%−165−56.7%ReducedHistory
AUGOAura Minerals Inc.SHS106$5.34K<0.1%+90+562.5%AddedHistory
CNXNPC Connection IncCOM93$5.37K<0.1%−371−80.0%ReducedHistory
INGMIngram Micro Holding CorpCOM252$5.38K<0.1%+213+546.2%AddedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN300$5.39K<0.1%00.0%UnchangedHistory
VERXVertex, Inc.Stock270$5.39K<0.1%+60+28.6%AddedHistory
RDNTRadNet, Inc.COM76$5.42K<0.1%+30+65.2%AddedHistory
SESSES AI CorpCL A COM3,013$5.42K<0.1%−690−18.6%ReducedHistory
STGWStagwell IncCOM CL A1,113$5.44K<0.1%+911+451.0%AddedHistory
APEIAmerican Public Education IncStock145$5.48K<0.1%00.0%UnchangedHistory
iShares Select U.S. REIT ETF464287564ETF92$5.49K<0.1%−203−68.8%Reduced–
NEXTNextDecade CorpCOM1,044$5.50K<0.1%−209−16.7%ReducedHistory
ZIPZiprecruiter, Inc.CL A1,413$5.51K<0.1%+608+75.5%AddedHistory
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD360$5.56K<0.1%00.0%Unchanged–
AVDLAvadel Pharmaceuticals PLCStock259$5.58K<0.1%+208+407.8%AddedHistory
MLYSMineralys Therapeutics, Inc.COM154$5.59K<0.1%+2+1.3%AddedHistory
WESTWestrock Coffee CoCOM1,377$5.61K<0.1%−3,625−72.5%ReducedHistory
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK122$5.61K<0.1%−1,340−91.7%Reduced–
LPROOpen Lending CorpCOM3,631$5.63K<0.1%−902−19.9%ReducedHistory
FINVFinVolution GroupSPONSORED ADS1,077$5.63K<0.1%+976+966.3%AddedHistory
VSTSVestis CorpCOM SHS845$5.64K<0.1%+266+45.9%AddedHistory
KVYOKlaviyo, Inc.COM SER A174$5.65K<0.1%−63−26.6%ReducedHistory
CRCTCricut, Inc.COM CL A1,142$5.65K<0.1%−350−23.5%ReducedHistory
DAKTDaktronics IncCOM286$5.66K<0.1%−360−55.7%ReducedHistory
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF90$5.66K<0.1%00.0%Unchanged–
GICGlobal Industrial CoCOM194$5.67K<0.1%+6+3.2%AddedHistory
PDFSPDF Solutions IncCOM199$5.68K<0.1%00.0%UnchangedHistory
PPTAPerpetua Resources Corp.COM235$5.69K<0.1%−110−31.9%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