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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
IBRXImmunityBio, Inc.COM815$1.61K<0.1%−162−16.6%ReducedHistory
ANIKAnika Therapeutics, Inc.COM168$1.61K<0.1%+120+250.0%AddedHistory
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW10$1.62K<0.1%00.0%Unchanged–
XPERXperi Inc.COMMON STOCK278$1.63K<0.1%−141−33.7%ReducedHistory
CLMTCalumet, Inc.COM82$1.63K<0.1%+82NewHistory
NWGLCL Workshop Group LtdADS1,147$1.63K<0.1%−719−38.5%ReducedHistory
SHCOSoho House & Co Inc.COM CL A182$1.63K<0.1%00.0%UnchangedHistory
SHENShenandoah Telecommunications CoCOM142$1.64K<0.1%−150−51.4%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.65K<0.1%00.0%UnchangedHistory
UTZUtz Brands, Inc.COM CL A159$1.65K<0.1%−1,018−86.5%ReducedHistory
FAFirst Advantage CorpCOM114$1.66K<0.1%−384−77.1%ReducedHistory
iShares Inc464286806MSCI GERMANY ETF39$1.66K<0.1%00.0%Unchanged–
GRCGorman Rupp CoCOM35$1.67K<0.1%00.0%UnchangedHistory
EVHEvolent Health, Inc.CL A418$1.67K<0.1%−989−70.3%ReducedHistory
VTEXVtexSHS CL A445$1.67K<0.1%+398+846.8%AddedHistory
PKBKParke Bancorp, Inc.COM67$1.68K<0.1%−3−4.3%ReducedHistory
BSVNBank7 Corp.COM41$1.68K<0.1%+2+5.1%AddedHistory
SGHTSight Sciences, Inc.COM212$1.68K<0.1%−15−6.6%ReducedHistory
OCGNOcugen, Inc.COM1,250$1.69K<0.1%00.0%UnchangedHistory
MAMAMama's Creations, Inc.COM126$1.70K<0.1%00.0%UnchangedHistory
DNUTKrispy Kreme, Inc.COM424$1.70K<0.1%−225−34.7%ReducedHistory
DOMOHuckleberry.ai, Inc.Stock203$1.71K<0.1%+33+19.4%AddedHistory
AUDCAudiocodes LtdORD196$1.71K<0.1%−179−47.7%ReducedHistory
ACELAccel Entertainment, Inc.COM CL A1150$1.71K<0.1%−155−50.8%ReducedHistory
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1.72K<0.1%00.0%UnchangedHistory
KMTSKestra Medical Technologies, Ltd.SHS65$1.72K<0.1%00.0%UnchangedHistory
ONTFON24 Inc.COM217$1.73K<0.1%−99−31.3%ReducedHistory
CRBPCorbus Pharmaceuticals Holdings, Inc.COM NEW213$1.73K<0.1%−15−6.6%ReducedHistory
CWBCCommunity West BancsharesCOM77$1.73K<0.1%+6+8.5%AddedHistory
FLXSFlexsteel Industries IncCOM44$1.74K<0.1%+40+1,000.0%AddedHistory
ADTNADTRAN Holdings, Inc.COM200$1.74K<0.1%−352−63.8%ReducedHistory
SEPNSepterna, Inc.COM63$1.76K<0.1%00.0%UnchangedHistory
UDMYUdemy, Inc.COM304$1.78K<0.1%−1,071−77.9%ReducedHistory
MITKMitek Systems IncCOM NEW169$1.78K<0.1%−320−65.4%ReducedHistory
AQSTAquestive Therapeutics, Inc.COM278$1.80K<0.1%00.0%UnchangedHistory
PTLOPortillo's Inc.COM CL A396$1.80K<0.1%+285+256.8%AddedHistory
LELands' End, Inc.COM124$1.80K<0.1%00.0%UnchangedHistory
FSBCFive Star BancorpCOM51$1.82K<0.1%+3+6.3%AddedHistory
VYXNCR Voyix CorpCOM179$1.83K<0.1%+69+62.7%AddedHistory
CRVLCorvel CorpCOM27$1.83K<0.1%−153−85.0%ReducedHistory
XOMAXOMA Royalty CorpCOM NEW69$1.83K<0.1%−10−12.7%ReducedHistory
JMSBJohn Marshall Bancorp, Inc.COM92$1.84K<0.1%−13−12.4%ReducedHistory
LUNGPulmonx CorpCOM832$1.84K<0.1%+783+1,598.0%AddedHistory
LCIDLucid Group, Inc.Stock174$1.84K<0.1%−26−13.0%ReducedHistory
CAAPCorporacion America Airports S.A.COM71$1.85K<0.1%+32+82.1%AddedHistory
IFSIntercorp Financial Services Inc.SHS44$1.86K<0.1%−36−45.0%ReducedHistory
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1.87K<0.1%00.0%UnchangedHistory
ASMBAssembly Biosciences, Inc.COM NEW55$1.87K<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM59$1.87K<0.1%−109−64.9%ReducedHistory
Pacer FDS Tr69374H287METAURUS NASDAQ50$1.88K<0.1%+50New–
MLABMesa Laboratories IncCOM24$1.88K<0.1%+11+84.6%AddedHistory
CRMTAmericas Carmart IncCOM75$1.90K<0.1%+18+31.6%AddedHistory
DYNDyne Therapeutics, Inc.COM97$1.90K<0.1%00.0%UnchangedHistory
FNWDFinward BancorpCOM54$1.90K<0.1%+19+54.3%AddedHistory
ATSATS CorpCOM69$1.90K<0.1%+49+245.0%AddedHistory
BIOABioAge Labs, Inc.COM145$1.92K<0.1%+35+31.8%AddedHistory
TZOOTravelzooCOM NEW270$1.92K<0.1%+226+513.6%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF23$1.92K<0.1%00.0%Unchanged–
SIGASiga Technologies IncCOM315$1.92K<0.1%+104+49.3%AddedHistory
TET1 Energy Inc.COM NEW288$1.92K<0.1%00.0%UnchangedHistory
PLYMPlymouth Industrial REIT, Inc.COM88$1.93K<0.1%−80−47.6%ReducedHistory
LANDGladstone Land CorpCOM211$1.93K<0.1%−15−6.6%ReducedHistory
THRThermon Group Holdings, Inc.COM52$1.93K<0.1%+8+18.2%AddedHistory
MEDMedifast IncCOM181$1.93K<0.1%−872−82.8%ReducedHistory
EVGOEVgo Inc.CL A COM670$1.95K<0.1%−9−1.3%ReducedHistory
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1.95K<0.1%00.0%Unchanged–
ENVXEnovix CorpCOM267$1.95K<0.1%+133+99.3%AddedHistory
ATLOAmes National CorpCOM85$1.95K<0.1%+9+11.8%AddedHistory
GSATGlobalstar, Inc.COM NEW32$1.95K<0.1%+26+433.3%AddedHistory
OPTUOptimum Communications, Inc.CL A1,185$1.96K<0.1%+401+51.1%AddedHistory
CMDBCostamare Bulkers Holdings LtdCOM SHS127$1.96K<0.1%−2,403−95.0%ReducedHistory
Ea Series Trust02072L714BRIDGEWAY BLUE129$1.96K<0.1%+129New–
OMEROmeros CorpCOM115$1.98K<0.1%00.0%UnchangedHistory
LULufax Holding LtdSPONSORED ADR780$2.00K<0.1%+411+111.4%AddedHistory
MOVMovado Group IncCOM97$2.00K<0.1%+15+18.3%AddedHistory
BLNDBlend Labs, Inc.CL A659$2.00K<0.1%−3,835−85.3%ReducedHistory
NVAXNovavax IncCOM NEW300$2.02K<0.1%−21−6.5%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT14$2.02K<0.1%+14New–
RRGBRed Robin Gourmet Burgers IncCOM500$2.02K<0.1%00.0%UnchangedHistory
GOSSGossamer Bio, Inc.COM655$2.03K<0.1%+187+40.0%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW69$2.04K<0.1%00.0%UnchangedHistory
BBAIBigBear.ai Holdings, Inc.COM378$2.04K<0.1%−326−46.3%ReducedHistory
TROXTronox Holdings plcSHS490$2.04K<0.1%−2,658−84.4%ReducedHistory
HYHyster-Yale, Inc.CL A69$2.05K<0.1%−106−60.6%ReducedHistory
FWONALiberty Media CorpCOM LBTY ONE S A23$2.06K<0.1%−158−87.3%ReducedHistory
HAINHain Celestial Group IncCOM1,924$2.06K<0.1%−6,805−78.0%ReducedHistory
FATEFate Therapeutics IncCOM2,133$2.10K<0.1%+16+0.8%AddedHistory
EEExcelerate Energy, Inc.CL A COM75$2.10K<0.1%+23+44.2%AddedHistory
CHMGChemung Financial CorpCOM38$2.12K<0.1%00.0%UnchangedHistory
SYRESpyre Therapeutics, Inc.COM NEW65$2.13K<0.1%00.0%UnchangedHistory
LOBLive Oak Bancshares, Inc.COM62$2.13K<0.1%+48+342.9%AddedHistory
IPXIPERIONX LtdSPONSORED ADS59$2.13K<0.1%−19−24.4%ReducedHistory
INODInnodata IncCOM NEW42$2.14K<0.1%−11−20.8%ReducedHistory
TASKTaskUs, Inc.CLASS A COM183$2.16K<0.1%+148+422.9%AddedHistory
AAOIApplied Optoelectronics, Inc.COM62$2.16K<0.1%00.0%UnchangedHistory
GNEGenie Energy Ltd.CL B157$2.16K<0.1%−162−50.8%ReducedHistory
FWRGFirst Watch Restaurant Group, Inc.COM144$2.17K<0.1%+45+45.5%AddedHistory
DNNDenison Mines Corp.COM817$2.17K<0.1%+817NewHistory
Global X FDS37954Y657US PFD ETF115$2.18K<0.1%−101−46.8%Reduced–
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN10059$2.18K<0.1%−102−63.4%Reduced–

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