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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
FSLRFirst Solar, Inc.Stock571$149.2K<0.1%+19+3.4%AddedHistory
LOPEGrand Canyon Education, Inc.COM895$148.8K<0.1%+88+10.9%AddedHistory
PPGPPG Industries IncStock1,441$147.7K<0.1%−261−15.3%ReducedHistory
SNASnap-on IncCOM428$147.6K<0.1%−105−19.7%ReducedHistory
FRSHFreshworks Inc.Stock12,043$147.5K<0.1%+4,431+58.2%AddedHistory
AVPTAvePoint, Inc.COM CL A10,611$147.4K<0.1%+1,551+17.1%AddedHistory
AGNCAGNC Investment Corp.REIT13,697$146.8K<0.1%−107−0.8%ReducedHistory
SRSpire IncCOM1,775$146.8K<0.1%+169+10.5%AddedHistory
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD4,095$146.7K<0.1%+2,497+156.3%Added–
PHMPultegroup IncCOM1,245$146.0K<0.1%+38+3.1%AddedHistory
STNGScorpio Tankers Inc.SHS2,868$145.8K<0.1%+33+1.2%AddedHistory
ProShares Tr74347X831ULTRAPRO QQQ2,762$145.6K<0.1%+182+7.1%AddedConverted for a 2-for-1 split–
WSOWatsco IncCOM429$144.7K<0.1%−672−61.0%ReducedHistory
FOXFox CorpCL B COM2,225$144.5K<0.1%−268−10.8%ReducedHistory
BSYBentley Systems IncCOM CL B3,783$144.4K<0.1%−1,055−21.8%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,359$144.2K<0.1%−113−4.6%Reduced–
PSOPearson PLCSPONSORED ADR10,270$144.2K<0.1%−943−8.4%ReducedHistory
VanEck ETF Trust92189F601URANI NUCLE ETF1,159$144.0K<0.1%+59+5.4%Added–
XYLXylem Inc.COM1,056$143.9K<0.1%−54−4.9%ReducedHistory
UVXYProShares Trust IIULTRA VIX SHORT3,998$143.6K<0.1%+3,998NewHistory
Global X FDS37954Y830GLOBAL X COPPER2,000$143.6K<0.1%+2,000New–
MRPMillrose Properties, Inc.COM CL A4,806$143.6K<0.1%+1,479+44.5%AddedHistory
CRUSCirrus Logic, Inc.Stock1,211$143.5K<0.1%−15−1.2%ReducedHistory
BTSGBrightSpring Health Services, Inc.COM3,826$143.3K<0.1%+565+17.3%AddedHistory
TREXTrex Co IncCOM4,084$143.3K<0.1%+2,567+169.2%AddedHistory
SSRMSSR Mining Inc.Stock6,526$143.1K<0.1%−265−3.9%ReducedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN913$143.1K<0.1%−17,601−95.1%Reduced–
STNStantec IncCOM1,516$143.0K<0.1%+71+4.9%AddedHistory
EVRGEvergy, Inc.Stock1,973$143.0K<0.1%−366−15.6%ReducedHistory
FSKFS KKR Capital CorpCOM9,631$142.6K<0.1%+224+2.4%AddedHistory
LNGCheniere Energy, Inc.COM NEW729$141.6K<0.1%−936−56.2%ReducedHistory
BKHBlack Hills CorpCOM2,039$141.5K<0.1%+455+28.7%AddedHistory
UMCUnited Microelectronics CorpSPON ADR NEW17,980$141.3K<0.1%−386−2.1%ReducedHistory
IRMIron Mountain IncCOM1,704$141.3K<0.1%+401+30.8%AddedHistory
DTEDte Energy CoCOM1,096$141.3K<0.1%−267−19.6%ReducedHistory
NWENorthWestern Energy Group, Inc.COM NEW2,188$141.2K<0.1%+575+35.6%AddedHistory
OLEDUniversal Display CorpCOM1,209$141.2K<0.1%−438−26.6%ReducedHistory
ELANElanco Animal Health IncCOM6,200$140.3K<0.1%−362−5.5%ReducedHistory
IXOrix CorpSPONSORED ADR4,799$140.2K<0.1%−798−14.3%ReducedHistory
SAIASaia IncCOM428$139.8K<0.1%−61−12.5%ReducedHistory
WATWaters CorpCOM367$139.4K<0.1%+35+10.5%AddedHistory
RBCRBC Bearings INCCOM310$139.0K<0.1%+188+154.1%AddedHistory
BZKanzhun LtdSPONSORED ADS6,820$139.0K<0.1%+500+7.9%AddedHistory
SIGISelective Insurance Group IncCOM1,657$138.6K<0.1%+685+70.5%AddedHistory
SKMSK Telecom Co LtdSPONSORED ADR6,750$138.6K<0.1%−202−2.9%ReducedHistory
SNXTD Synnex CorpCOM921$138.4K<0.1%+141+18.1%AddedHistory
TRIThomson Reuters CorpCOM NO PAR1,042$137.4K<0.1%−166−13.7%ReducedHistory
DOXAmdocs LtdSHS1,705$137.2K<0.1%+24+1.4%AddedHistory
HAEHaemonetics CorpCOM1,709$137.0K<0.1%+1,343+366.9%AddedHistory
TIGOMillicom International Cellular SACOM STK2,470$136.9K<0.1%+603+32.3%AddedHistory
SUSuncor Energy IncStock3,086$136.9K<0.1%+139+4.7%AddedHistory
Gmo ETF Trust90139K100US QUALITY ETF3,550$136.5K<0.1%+3,550New–
KGCKinross Gold CorpCOM4,842$136.3K<0.1%+1,298+36.6%AddedHistory
MMSMaximus, Inc.COM1,574$135.9K<0.1%−458−22.5%ReducedHistory
ALBAlbemarle CorpStock960$135.8K<0.1%+283+41.8%AddedHistory
ESLTElbit Systems LtdStock234$135.2K<0.1%−16−6.4%ReducedHistory
JPCNuveen Preferred & Income Opportunities FundCOM16,645$135.0K<0.1%00.0%UnchangedHistory
FMXMexican Economic Development IncSPON ADR UNITS1,330$134.4K<0.1%+96+7.8%AddedHistory
SHCSotera Health CoCOM7,572$133.6K<0.1%+4,038+114.3%AddedHistory
AMKRAmkor Technology, Inc.COM3,368$133.0K<0.1%+66+2.0%AddedHistory
iShares Tr46432F388MSCI USA VALUE971$132.8K<0.1%+440+82.9%Added–
JAZZJazz Pharmaceuticals plcSHS USD781$132.8K<0.1%−202−20.5%ReducedHistory
NEUNewmarket CorpCOM193$132.7K<0.1%−26−11.9%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,856$132.6K<0.1%−85−4.4%Reduced–
CCICrown Castle Inc.REIT1,491$132.5K<0.1%−360−19.4%ReducedHistory
ENSGEnsign Group, IncCOM760$132.5K<0.1%+265+53.5%AddedHistory
Pacer Trendpilot 100 ETF69374H303ETF1,672$131.5K<0.1%00.0%Unchanged–
ARLOArlo Technologies, Inc.COM9,397$131.5K<0.1%+208+2.3%AddedHistory
VNTVontier CorpStock3,531$131.3K<0.1%−624−15.0%ReducedHistory
CNHCNH Industrial N.V.SHS14,173$130.7K<0.1%+5,525+63.9%AddedHistory
MATMattel IncCOM6,580$130.5K<0.1%+260+4.1%AddedHistory
REXRRexford Industrial Realty, Inc.COM3,363$130.2K<0.1%−130−3.7%ReducedHistory
AEEAmeren CorpCOM1,303$130.1K<0.1%−215−14.2%ReducedHistory
INSMINSMED IncCOM PAR $.01747$130.0K<0.1%+69+10.2%AddedHistory
SUNSunoco LPCOM UT REP LP2,477$129.8K<0.1%+700+39.4%AddedHistory
JXNJackson Financial Inc.COM CL A1,210$129.0K<0.1%+218+22.0%AddedHistory
PSAPublic StorageCOM496$128.9K<0.1%−875−63.8%ReducedHistory
EMBJEmbraer S.A.ADR1,998$128.6K<0.1%−645−24.4%ReducedHistory
GFIGold Fields LtdSPONSORED ADR2,944$128.5K<0.1%−38−1.3%ReducedHistory
AMAntero Midstream CorpStock7,200$128.1K<0.1%−14−0.2%ReducedHistory
GPCGenuine Parts CoStock1,041$128.0K<0.1%−134−11.4%ReducedHistory
PAGPenske Automotive Group, Inc.COM806$127.6K<0.1%−134−14.3%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM5,922$127.4K<0.1%+4,817+435.9%AddedHistory
ABCBAmeris BancorpCOM1,715$127.4K<0.1%+1+0.1%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,637$127.2K<0.1%−40−2.4%Reduced–
CPBCAMPBELL'S CoCOM4,559$127.0K<0.1%+913+25.0%AddedHistory
MAAMid America Apartment Communities Inc.COM914$127.0K<0.1%+376+69.9%AddedHistory
MASIMasimo CorpCOM976$126.9K<0.1%+749+330.0%AddedHistory
GHGuardant Health, Inc.COM1,242$126.9K<0.1%+209+20.2%AddedHistory
WTRGEssential Utilities, Inc.COM3,299$126.5K<0.1%+483+17.2%AddedHistory
AIZAssurant, Inc.Stock524$126.2K<0.1%−19−3.5%ReducedHistory
OIO-I Glass, Inc.COM8,543$126.1K<0.1%+7,104+493.7%AddedHistory
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$125.7K<0.1%+20+0.8%Added–
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$125.6K<0.1%00.0%UnchangedHistory
AFGAmerican Financial Group IncCOM918$125.5K<0.1%+34+3.8%AddedHistory
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$125.3K<0.1%+3,000New–
VFCV F CorpStock6,915$125.0K<0.1%+4,167+151.6%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A760$124.8K<0.1%−5−0.7%ReducedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A2,714$124.8K<0.1%−32−1.2%ReducedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF4,431$124.3K<0.1%−4,546−50.6%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