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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
BETRBetter Home & Finance Holding CoCOM NEW CL A9$293<0.1%00.0%UnchangedHistory
METCBRamaco Resources, Inc.COM CL B25$294<0.1%00.0%UnchangedHistory
ECBKECB Bancorp, Inc.COM17$296<0.1%+4+30.8%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF14$299<0.1%−32−69.6%Reduced–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$300<0.1%00.0%Unchanged–
EDNEdenorSPON ADR10$300<0.1%−1−9.1%ReducedHistory
DDLDingdong (Cayman) LtdADS121$301<0.1%−384−76.0%ReducedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM25$302<0.1%00.0%UnchangedHistory
iShares Inc464286665MSCI PAC JP ETF6$303<0.1%00.0%Unchanged–
SSTISoundthinking, Inc.COM38$305<0.1%−29−43.3%ReducedHistory
PLAYDave & Buster's Entertainment, Inc.COM19$308<0.1%−25−56.8%ReducedHistory
EEXEmerald Holding, Inc.COM69$308<0.1%−7−9.2%ReducedHistory
NRDYNerdy Inc.CL A COM299$311<0.1%+38+14.6%AddedHistory
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$314<0.1%+3New–
HCKTHackett Group, Inc.COM16$314<0.1%+13+433.3%AddedHistory
ISPRIspire Technology Inc.COM113$316<0.1%−55−32.7%ReducedHistory
MRSNMersana Therapeutics, Inc.COM11$318<0.1%−3−21.4%ReducedHistory
Solana ETF92864M822ETP25$319<0.1%+15+150.0%Added–
PMTSCPI Card Group Inc.COM NEW22$323<0.1%+21+2,100.0%AddedHistory
AUTLAutolus Therapeutics plcSPON ADS163$324<0.1%−1,502−90.2%ReducedHistory
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%−52−27.1%ReducedHistory
ICHRIchor Holdings, Ltd.SHS18$331<0.1%+15+500.0%AddedHistory
BEAMBeam Therapeutics Inc.COM12$333<0.1%+5+71.4%AddedHistory
FBLAFB Bancorp, Inc.COM26$334<0.1%+11+73.3%AddedHistory
FLLFull House Resorts IncCOM128$334<0.1%−76−37.3%ReducedHistory
BOOMDMC Global Inc.COM50$335<0.1%−207−80.5%ReducedHistory
NPWRNet Power Inc.COM CL A147$335<0.1%−24−14.0%ReducedHistory
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%−11−84.6%ReducedHistory
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%−26−78.8%Reduced–
NXDTNexpoint Diversified Real Estate TrustCOM NEW89$341<0.1%−80−47.3%ReducedHistory
CIFMFS Intermediate High Income FundSH BEN INT202$343<0.1%+202NewHistory
MDVModiv Industrial, Inc.COM STK CL C24$345<0.1%−59−71.1%ReducedHistory
IIIInformation Services Group Inc.COM61$352<0.1%+32+110.3%AddedHistory
JAKKJakks Pacific IncCOM NEW21$354<0.1%−48−69.6%ReducedHistory
OPRXOptimizeRx CorpCOM NEW29$355<0.1%−2−6.5%ReducedHistory
VOXRVox Royalty Corp.COM75$356<0.1%00.0%UnchangedHistory
STROSutro Biopharma, Inc.COM31$359<0.1%−14−31.7%ReducedConverted for a 1-for-10 splitHistory
VTYXVentyx Biosciences, Inc.COM40$361<0.1%−90−69.2%ReducedHistory
JYNTJOINT CorpCOM42$367<0.1%+35+500.0%AddedHistory
NKSHNational Bankshares IncCOM11$369<0.1%+4+57.1%AddedHistory
SNFCASecurity National Financial CorpCL A NEW41$369<0.1%+23+127.8%AddedHistory
SILASila Realty Trust, Inc.COMMON STOCK16$373<0.1%−70−81.4%ReducedHistory
WWRWestwater Resources, Inc.COM NEW500$375<0.1%00.0%UnchangedHistory
GameStop Corp Class36467W117*W EXP 10/30/202125$376<0.1%+125New–
FSTRFoster L B CoCOM14$377<0.1%00.0%UnchangedHistory
KLCKinderCare Learning Companies, Inc.COM88$380<0.1%+85+2,833.3%AddedHistory
PSECProspect Capital CorpCOM148$384<0.1%−1,661−91.8%ReducedHistory
ARQArq, Inc.COM118$386<0.1%+101+594.1%AddedHistory
REIRing Energy, Inc.COM444$386<0.1%−964−68.5%ReducedHistory
EMLEastern CoCOM20$393<0.1%−22−52.4%ReducedHistory
BALYBally's CorpCOMMON STOCK24$397<0.1%+4+20.0%AddedHistory
HSHPHimalaya Shipping Ltd.ORD SHS44$400<0.1%+10+29.4%AddedHistory
IHiHuman Inc.ADS COMMON191$401<0.1%−114−37.4%ReducedHistory
EGANEGAIN CorpCOM NEW39$402<0.1%00.0%UnchangedHistory
PRSUPursuit Attractions & Hospitality, Inc.COM12$404<0.1%−28−70.0%ReducedHistory
FHTXFoghorn Therapeutics Inc.COM75$405<0.1%00.0%UnchangedHistory
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%−788−77.7%ReducedHistory
DCGODocGo Inc.COM464$407<0.1%+263+130.8%AddedHistory
AIVApartment Investment & Management CoCL A69$410<0.1%+69NewHistory
XRPZFranklin XRP TrustFRANKLIN XRP ETF21$418<0.1%+21NewHistory
NBISNebius Group N.V.Stock5$419<0.1%+5NewHistory
RPCRidgepost Capital, Inc.CL A COM43$422<0.1%−2,431−98.3%ReducedHistory
VGVenture Global, Inc.COM CL A62$423<0.1%−124−66.7%ReducedHistory
TUYATuya Inc.SPONSERED ADS202$426<0.1%−737−78.5%ReducedHistory
BHEBenchmark Electronics IncCOM10$428<0.1%−48−82.8%ReducedHistory
ALARAlarum Technologies Ltd.ADR50$429<0.1%−155−75.6%ReducedHistory
BFRGBullFrog AI Holdings, Inc.COM486$429<0.1%+486NewHistory
EUenCore Energy Corp.COM NEW174$432<0.1%00.0%UnchangedHistory
BWLPBW LPG LtdCOM33$432<0.1%+33NewHistory
WOLFWolfspeed, Inc.COMMON STOCK25$435<0.1%+23+1,150.0%AddedHistory
FLXBingEx LtdSPONSORED ADS A137$436<0.1%−295−68.3%ReducedHistory
COTYCoty Inc.COM CL A142$437<0.1%+99+230.2%AddedHistory
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%+17+50.0%AddedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$440<0.1%00.0%Unchanged–
ANGIAngi Inc.CL A NEW34$440<0.1%−655−95.1%ReducedHistory
INNVInnovAge Holding Corp.COM85$441<0.1%+4+4.9%AddedHistory
CDZICadiz IncCOM NEW79$443<0.1%00.0%UnchangedHistory
GEF.BGreif, IncCL B6$449<0.1%−178−96.7%ReducedHistory
OSGOctave Specialty Group IncCOM NEW58$451<0.1%−14−19.4%ReducedHistory
FRAFFranklin Financial Services CorpCOM9$452<0.1%+3+50.0%AddedHistory
SYBTStock Yards Bancorp, Inc.COM7$455<0.1%−187−96.4%ReducedHistory
FFFutureFuel Corp.COM146$465<0.1%−159−52.1%ReducedHistory
MECMayville Engineering Company, Inc.COM25$468<0.1%−41−62.1%ReducedHistory
QSIQuantum-Si IncCOM CL A427$470<0.1%00.0%UnchangedHistory
FCAPFirst Capital IncCOM8$474<0.1%+1+14.3%AddedHistory
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%−441−48.5%ReducedHistory
CTGOContango Silver & Gold Inc.COM18$475<0.1%+3+20.0%AddedHistory
Thrivent ETF Trust88588G406SMALL CAP VALUE18$478<0.1%+18New–
GWRSGlobal Water Resources, Inc.COM57$482<0.1%−69−54.8%ReducedHistory
ORKAOruka Therapeutics, Inc.COM16$485<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock98$486<0.1%−82−45.6%ReducedHistory
VOCVOC Energy TrustTR UNIT180$486<0.1%00.0%UnchangedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM40$491<0.1%−4,493−99.1%ReducedHistory
TSHATaysha Gene Therapies, Inc.COM SHS91$501<0.1%00.0%UnchangedHistory
CMTCore Molding Technologies IncCOM25$501<0.1%−70−73.7%ReducedHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$503<0.1%00.0%Unchanged–
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%00.0%UnchangedHistory
NODKNI Holdings, Inc.COM38$506<0.1%00.0%UnchangedHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$507<0.1%−509−95.9%ReducedHistory
AFRIForafric Global PLCORDINARY SHARES46$507<0.1%00.0%UnchangedHistory

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