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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
TRCTejon Ranch CoCOM73$1.15K<0.1%−564−88.5%ReducedHistory
RIGLRigel Pharmaceuticals IncCOM NEW27$1.16K<0.1%+27NewHistory
MDXGMimedx Group, Inc.COM171$1.16K<0.1%−154−47.4%ReducedHistory
MSEXMiddlesex Water CoCOM23$1.16K<0.1%−140−85.9%ReducedHistory
HYLNHyliion Holdings Corp.COMMON STOCK634$1.17K<0.1%00.0%UnchangedHistory
EBMTEagle Bancorp Montana, Inc.COM59$1.17K<0.1%+13+28.3%AddedHistory
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1.18K<0.1%00.0%Unchanged–
NWPXNWPX Infrastructure, Inc.COM19$1.19K<0.1%−2−9.5%ReducedHistory
BVFLBV Financial, Inc.COM NEW66$1.20K<0.1%+9+15.8%AddedHistory
NNENano Nuclear Energy Inc.COM50$1.20K<0.1%+16+47.1%AddedHistory
MXCTMaxcyte, Inc.COM776$1.20K<0.1%−243−23.8%ReducedHistory
REPXRiley Exploration Permian, Inc.COM46$1.21K<0.1%−20−30.3%ReducedHistory
TRUETrueCar, Inc.COM538$1.22K<0.1%+128+31.2%AddedHistory
BKSYBlackSky Technology Inc.CL A NEW65$1.22K<0.1%00.0%UnchangedHistory
WLFCWillis Lease Finance CorpCOM9$1.22K<0.1%−160−94.7%ReducedHistory
LLYVALiberty Live Holdings, Inc.COM SER A15$1.22K<0.1%+1+7.1%AddedHistory
OXMOxford Industries IncCOM36$1.23K<0.1%−11−23.4%ReducedHistory
Iclick Interactive Asia Grou45113Y104SPONSORED ADR713$1.23K<0.1%+498+231.6%Added–
CLNEClean Energy Fuels Corp.COM588$1.24K<0.1%+369+168.5%AddedHistory
Tidal ETF Tr886364306SOFI NEXT 50076$1.24K<0.1%00.0%Unchanged–
SWK Holdings Corp78501P203COM NEW72$1.24K<0.1%+19+35.8%Added–
RMRegional Management Corp.COM32$1.24K<0.1%00.0%UnchangedHistory
GOGrocery Outlet Holding Corp.COM123$1.24K<0.1%−604−83.1%ReducedHistory
SLPSimulations Plus, Inc.COM69$1.26K<0.1%+41+146.4%AddedHistory
PSQHPSQ Holdings, Inc.CL A1,224$1.26K<0.1%+157+14.7%AddedHistory
GRSDGRANDSTAND LtdORDINARY SHARES231$1.26K<0.1%+230+23,000.0%AddedHistory
AEVAAeva Technologies, Inc.COM NEW95$1.26K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.26K<0.1%00.0%Unchanged–
ATRCAtriCure, Inc.COM32$1.27K<0.1%−29−47.5%ReducedHistory
IVVDInvivyd, Inc.COM514$1.27K<0.1%00.0%UnchangedHistory
FSFGFirst Savings Financial Group, Inc.COM40$1.27K<0.1%−4−9.1%ReducedHistory
XPOFXponential Fitness, Inc.COM CL A155$1.28K<0.1%−36−18.8%ReducedHistory
MYFWFirst Western Financial IncCOM48$1.29K<0.1%+2+4.3%AddedHistory
CEPUCentral Puerto S.A.SPONSORED ADR74$1.29K<0.1%00.0%UnchangedHistory
PSNLPersonalis, Inc.COM165$1.31K<0.1%00.0%UnchangedHistory
VABKVirginia National Bankshares CorpCOM33$1.32K<0.1%+4+13.8%AddedHistory
FUBOFuboTV Inc.COM525$1.32K<0.1%−220−29.5%ReducedHistory
ACICAmerican Coastal Insurance CorpCOM105$1.33K<0.1%00.0%UnchangedHistory
KODKEastman Kodak CoCOM NEW157$1.33K<0.1%−283−64.3%ReducedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.33K<0.1%00.0%Unchanged–
CORZCore Scientific, Inc.COM92$1.34K<0.1%−89−49.2%ReducedHistory
iShares Tr464288752US HOME CONS ETF14$1.35K<0.1%+14New–
CFBKCF Bankshares Inc.COM54$1.35K<0.1%+24+80.0%AddedHistory
BQBoqii Holding LtdCOM SHS CL A664$1.35K<0.1%+664NewHistory
iShares MSCI India ETF46429B598ETF25$1.35K<0.1%00.0%Unchanged–
PUBMPubMatic, Inc.COM CL A153$1.36K<0.1%+140+1,076.9%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER77$1.36K<0.1%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock196$1.36K<0.1%+121+161.3%AddedHistory
PBFSPioneer Bancorp, Inc.COM101$1.36K<0.1%+8+8.6%AddedHistory
Global X FDS37954Y467E COMMERCE ETF42$1.36K<0.1%00.0%Unchanged–
RXSTRxSight, Inc.COM131$1.36K<0.1%−247−65.3%ReducedHistory
JBIOJade Biosciences, Inc.COM NEW89$1.37K<0.1%+88+8,800.0%AddedHistory
AIRSAirsculpt Technologies, Inc.COM696$1.38K<0.1%−40−5.4%ReducedHistory
ACRSAclaris Therapeutics, Inc.COM458$1.38K<0.1%00.0%UnchangedHistory
RCKYRocky Brands, Inc.COM47$1.38K<0.1%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM1,208$1.39K<0.1%+1,208NewHistory
LNKBLINKBANCORP, Inc.COMMON STOCK169$1.40K<0.1%−8−4.5%ReducedHistory
IVRInvesco Mortgage Capital Inc.COM167$1.40K<0.1%−110−39.7%ReducedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR26$1.40K<0.1%+1+4.0%AddedHistory
Global X FDS37960A735GBL X BLOCKCHAIN22$1.41K<0.1%00.0%Unchanged–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS18$1.41K<0.1%−25−58.1%ReducedHistory
PBYIPuma Biotechnology, Inc.COM237$1.41K<0.1%+70+41.9%AddedHistory
QTRXQuanterix CorpCOM223$1.42K<0.1%+86+62.8%AddedHistory
GEVOGevo, Inc.COM PAR714$1.43K<0.1%00.0%UnchangedHistory
WGSGeneDx Holdings Corp.COM CL A11$1.43K<0.1%+3+37.5%AddedHistory
GCOGenesco IncCOM58$1.44K<0.1%−2−3.3%ReducedHistory
KWYKINGSWAY CorpCOM NEW107$1.44K<0.1%00.0%UnchangedHistory
IOVAIovance Biotherapeutics, Inc.COM532$1.45K<0.1%−5−0.9%ReducedHistory
EHTHeHealth, Inc.COM318$1.46K<0.1%+70+28.2%AddedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF38$1.47K<0.1%−10−20.8%ReducedHistory
Global X FDS37954Y814FINTECH ETF50$1.47K<0.1%00.0%Unchanged–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM74$1.48K<0.1%+74NewHistory
FLOCFlowco Holdings Inc.COM CL A79$1.48K<0.1%−80−50.3%ReducedHistory
FVRRFiverr International Ltd.ORD SHS75$1.48K<0.1%−54−41.9%ReducedHistory
QXOQXO, Inc.COM NEW77$1.49K<0.1%+21+37.5%AddedHistory
GLIBKLiberty Capital CorpSER C GCI GROUP40$1.49K<0.1%−38−48.7%ReducedHistory
HAPNHappen, Inc.COM NEW79$1.50K<0.1%−355−81.8%ReducedHistory
iShares U.S. Medical Devices ETF464288810ETF24$1.50K<0.1%00.0%Unchanged–
First Tr Exchange-Traded Alp33735B108COM SHS12$1.51K<0.1%00.0%Unchanged–
KRTKarat Packaging Inc.COM67$1.51K<0.1%+59+737.5%AddedHistory
THRYThryv Holdings, Inc.COM NEW250$1.51K<0.1%+33+15.2%AddedHistory
SIDNational Steel CoSPONSORED ADR948$1.52K<0.1%+608+178.8%AddedHistory
CLVTClarivate PLCORD SHS455$1.52K<0.1%+20+4.6%AddedHistory
KYTXKyverna Therapeutics, Inc.COM163$1.53K<0.1%−37−18.5%ReducedHistory
Ea Series Trust02072L607FREEDOM 100 EM30$1.54K<0.1%00.0%Unchanged–
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1.54K<0.1%00.0%Unchanged–
DCDakota Gold Corp.COM272$1.54K<0.1%00.0%UnchangedHistory
NREFNexPoint Real Estate Finance, Inc.COM110$1.55K<0.1%00.0%UnchangedHistory
AB Active ETFs Inc00039J608HIGH YIELD ETF42$1.56K<0.1%+1+2.4%Added–
AMRZAmrize LtdSHS29$1.57K<0.1%−3−9.4%ReducedHistory
AURAAura Biosciences, Inc.COM288$1.57K<0.1%−48−14.3%ReducedHistory
CTLPCantaloupe, Inc.COM148$1.57K<0.1%−91−38.1%ReducedHistory
LUNRIntuitive Machines, Inc.CLASS A COM97$1.57K<0.1%+5+5.4%AddedHistory
DHDefinitive Healthcare Corp.CLASS A COM552$1.58K<0.1%−231−29.5%ReducedHistory
NCNOnCino, Inc.COM62$1.59K<0.1%+53+588.9%AddedHistory
CRNCCerence Inc.COM149$1.59K<0.1%00.0%UnchangedHistory
ACHRArcher Aviation Inc.Stock214$1.61K<0.1%−61−22.2%ReducedHistory
JBIJanus International Group, Inc.COMMON STOCK246$1.61K<0.1%−1,280−83.9%ReducedHistory
NPBNorthpointe Bancshares IncCOM SHS96$1.61K<0.1%−13−11.9%ReducedHistory
RHRHCOM9$1.61K<0.1%−3−25.0%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