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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
BLNKBlink Charging Co.COM200$133<0.1%00.0%UnchangedHistory
PAMTPamt CorpCOM11$133<0.1%00.0%UnchangedHistory
BWAYBrainsway Ltd.SPONSORED ADS7$133<0.1%00.0%UnchangedHistory
WisdomTree Tr97717X172US HGH YLD CORP3$139<0.1%00.0%Unchanged–
LFVNLifevantage CorpCOM NEW23$141<0.1%+12+109.1%AddedHistory
STRZStarz Entertainment CorpCOM12$141<0.1%+1+9.1%AddedHistory
BARKBark, Inc.COM239$144<0.1%−1,431−85.7%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM4$145<0.1%−48−92.3%ReducedHistory
NCNacco Industries IncCL A3$147<0.1%00.0%UnchangedHistory
FUNDSprott Focus Trust Inc.COM17$147<0.1%00.0%UnchangedHistory
HBBHamilton Beach Brands Holding CoCOM CL A9$148<0.1%−34−79.1%ReducedHistory
BELFABel Fuse IncCL A1$152<0.1%00.0%UnchangedHistory
NFENew Fortress Energy Inc.COM CL A134$153<0.1%+134NewHistory
RMBIRichmond Mutual Bancorporation, Inc.COM11$154<0.1%−17−60.7%ReducedHistory
OESXOrion Energy Systems, Inc.COM NEW10$154<0.1%00.0%UnchangedHistory
SMASmartStop Self Storage REIT, Inc.COMMON STOCK5$155<0.1%−120−96.0%ReducedHistory
JCAPJefferson Capital, Inc.COM7$157<0.1%+7NewHistory
DMRCDigimarc CorpCOM24$157<0.1%+24NewHistory
AMPXAmprius Technologies, Inc.COMMON STOCK20$158<0.1%00.0%UnchangedHistory
HPPHudson Pacific Properties, Inc.COM15$162<0.1%−112−88.2%ReducedConverted for a 1-for-7 splitHistory
JILLJ.Jill, Inc.COM12$164<0.1%+7+140.0%AddedHistory
BWMNBowman Consulting Group Ltd.COM5$165<0.1%00.0%UnchangedHistory
SUPVGrupo Supervielle S.A.SPONSORED ADR14$165<0.1%00.0%UnchangedHistory
YIBOPlanet Image International LtdCOMMON177$168<0.1%00.0%UnchangedHistory
NXXTNextnrg, Inc.COM116$169<0.1%−38−24.7%ReducedHistory
QDELQuidelOrtho CorpCOM6$171<0.1%−758−99.2%ReducedHistory
MREOMereo BioPharma Group plcSPON ADS417$174<0.1%00.0%UnchangedHistory
CNTACentessa Pharmaceuticals plcSPONSORED ADS7$175<0.1%−13−65.0%ReducedHistory
TCITranscontinental Realty Investors IncCOM NEW3$176<0.1%00.0%UnchangedHistory
NTZNatuzzi S P ASPON ADS75$177<0.1%−127−62.9%ReducedHistory
CVRXCVRx, Inc.COM25$178<0.1%−4−13.8%ReducedHistory
ASURAsure Software IncCOM19$179<0.1%+17+850.0%AddedHistory
METCRamaco Resources, Inc.COM CL A10$180<0.1%00.0%UnchangedHistory
CURVTorrid Holdings Inc.COM185$181<0.1%+185NewHistory
LXRXLexicon Pharmaceuticals, Inc.COM NEW158$182<0.1%−297−65.3%ReducedHistory
NNNextnav Inc.COMMON STOCK11$183<0.1%−23−67.6%ReducedHistory
GHGGreenTree Hospitality Group Ltd.SPONSORED ADS109$184<0.1%−240−68.8%ReducedHistory
MPBMid Penn Bancorp IncCOM6$186<0.1%+2+50.0%AddedHistory
BLFYBlue Foundry BancorpCOM15$186<0.1%−2,466−99.4%ReducedHistory
Aspen Insurance Holdings LtdG05384501ORD SHS CL A5$186<0.1%+5New–
NATHNathans Famous, Inc.COM2$188<0.1%−13−86.7%ReducedHistory
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS9$192<0.1%−70−88.6%ReducedConverted for a 1-for-30 splitHistory
AMBOAmbow Education Holding Ltd.SPONSORED ADS70$193<0.1%−19−21.3%ReducedHistory
MGPIMGP Ingredients IncCOM8$194<0.1%−119−93.7%ReducedHistory
GOGOGogo Inc.COM42$196<0.1%−543−92.8%ReducedHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK10$198<0.1%−1−9.1%ReducedHistory
AVRAnteris Technologies Global Corp.COM40$200<0.1%+9+29.0%AddedHistory
MNTKMontauk Renewables, Inc.COM123$205<0.1%−32−20.6%ReducedHistory
MYOMyomo, Inc.COM NEW226$206<0.1%+25+12.4%AddedHistory
CBNAChain Bridge Bancorp IncCL A6$208<0.1%+6NewHistory
CBFVCB Financial Services, Inc.COM6$209<0.1%+3+100.0%AddedHistory
ASICAtegrity Specialty Insurance Co HoldingsCOM10$210<0.1%+10NewHistory
VIRCVirco Mfg CorporationCOM33$211<0.1%−74−69.2%ReducedHistory
AVBPArriVent BioPharma, Inc.COM11$221<0.1%−26−70.3%ReducedHistory
Neos ETF Trust78433H675NASDAQ 100 HIGH4$223<0.1%+1+33.3%Added–
Capital Group Global Equity14020R107SHS7$223<0.1%00.0%Unchanged–
CWHCamping World Holdings, Inc.CL A23$224<0.1%−1,549−98.5%ReducedHistory
HOSHornbeck Offshore Services, Inc.Stock36$226<0.1%−67−65.0%ReducedHistory
GPROGoPro, Inc.CL A163$230<0.1%−201−55.2%ReducedHistory
HNVRHanover Bancorp, Inc.COM10$231<0.1%+10NewHistory
ORGOOrganogenesis Holdings Inc.COM45$233<0.1%+45NewHistory
SKILSkillsoft Corp.CL A25$233<0.1%+4+19.0%AddedHistory
TBITrueBlue, Inc.COM52$237<0.1%+50+2,500.0%AddedHistory
VMDViemed Healthcare, Inc.COM32$237<0.1%−2−5.9%ReducedHistory
ARAIArrive AI Inc.COM NEW91$239<0.1%00.0%UnchangedHistory
MBLYMobileye Global Inc.Stock23$240<0.1%+5+27.8%AddedHistory
FDMT4D Molecular Therapeutics, Inc.COM32$240<0.1%00.0%UnchangedHistory
NNOXNano-X Imaging Ltd.ORD SHS86$240<0.1%−2,277−96.4%ReducedHistory
MVISMicrovision, Inc.COM NEW293$243<0.1%+212+261.7%AddedHistory
REAXReal REMAX Group Inc.COM NEW67$245<0.1%+66+6,600.0%AddedHistory
GOCOGoHealth, Inc.CL A NEW114$245<0.1%+67+142.6%AddedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG19$246<0.1%−50−72.5%ReducedHistory
PEBKPeoples Bancorp of North Carolina IncCOM7$253<0.1%00.0%UnchangedHistory
COSOCoastalSouth Bancshares, Inc.COM NEW11$256<0.1%+11NewHistory
AOSLAlpha & Omega Semiconductor LtdSHS13$258<0.1%−18−58.1%ReducedHistory
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$258<0.1%00.0%UnchangedHistory
GLIBALiberty Capital CorpSER A GCI GROUP7$258<0.1%−32−82.1%ReducedHistory
SAMGSilvercrest Asset Management Group Inc.CL A17$258<0.1%−25−59.5%ReducedHistory
BAERBridger Aerospace Group Holdings, Inc.COM143$262<0.1%−166−53.7%ReducedHistory
COFSChoiceone Financial Services IncCOM9$266<0.1%−8−47.1%ReducedHistory
ISTRInvestar Holding CorpCOM10$267<0.1%+2+25.0%AddedHistory
COOKTraeger, Inc.COMMON STOCK247$267<0.1%−97−28.2%ReducedHistory
BZAIBlaize Holdings, Inc.COM138$269<0.1%+138NewHistory
VALUValue Line IncCOM7$269<0.1%+2+40.0%AddedHistory
LFCRLifecore Biomedical, Inc.COM33$270<0.1%−28−45.9%ReducedHistory
DFHDream Finders Homes, Inc.COM CL A16$274<0.1%−14−46.7%ReducedHistory
BWFGBankwell Financial Group, Inc.COM6$275<0.1%+2+50.0%AddedHistory
PCYOPure Cycle CorpCOM NEW25$275<0.1%+2+8.7%AddedHistory
POWWOutdoor Holding CoCOM162$277<0.1%−84−34.1%ReducedHistory
INSGInseego Corp.COM27$277<0.1%00.0%UnchangedHistory
PRZOParaZero Technologies Ltd.SHS341$278<0.1%+341NewHistory
SRTAStrata Critical Medical, Inc.CL A COM58$279<0.1%00.0%UnchangedHistory
LDIloanDepot, Inc.COM CL A135$279<0.1%00.0%UnchangedHistory
BHBBar Harbor BanksharesCOM9$279<0.1%−397−97.8%ReducedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES8$281<0.1%00.0%UnchangedHistory
HEREHere Group LtdADS55$281<0.1%−5,939−99.1%ReducedHistory
IDRIdaho Strategic Resources, Inc.COM NEW7$282<0.1%−57−89.1%ReducedHistory
AISPAirship AI Holdings, Inc.COM99$286<0.1%+35+54.7%AddedHistory
BZUNBaozun Inc.SPONSORED ADR108$287<0.1%+108NewHistory
ACNBAcnb CorpCOM6$290<0.1%−231−97.5%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