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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
GIBCgi IncCL A1,097$101.3K<0.1%−36−3.2%ReducedHistory
ZIONZions Bancorporation, National AssociationCOM1,728$101.2K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM548$101.1K<0.1%+33+6.4%AddedHistory
SPSCSPS Commerce IncCOM1,134$101.1K<0.1%+218+23.8%AddedHistory
TXG10x Genomics, Inc.CL A COM6,174$100.7K<0.1%−13−0.2%ReducedHistory
ENSEnerSysCOM686$100.7K<0.1%−19−2.7%ReducedHistory
GPKGraphic Packaging Holding CoCOM6,631$99.9K<0.1%+4,966+298.3%AddedHistory
DXDynex Capital IncCOM7,118$99.7K<0.1%+4,792+206.0%AddedHistory
UHSUniversal Health Services IncCL B456$99.4K<0.1%+35+8.3%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR3,563$99.2K<0.1%−283−7.4%ReducedHistory
TTEKTetra Tech IncCOM2,947$98.8K<0.1%+1,484+101.4%AddedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF3,140$98.8K<0.1%+3,140New–
EXRExtra Space Storage Inc.COM757$98.6K<0.1%−1,385−64.7%ReducedHistory
CROXCrocs, Inc.COM1,152$98.5K<0.1%−746−39.3%ReducedHistory
RITMRithm Capital Corp.REIT9,035$98.5K<0.1%+567+6.7%AddedHistory
MTDRMatador Resources CoCOM2,314$98.2K<0.1%−2,297−49.8%ReducedHistory
RBB FD Inc74933W536US TREASR 10 YR2,222$97.9K<0.1%−7−0.3%Reduced–
PBAPembina Pipeline CorpCOM2,564$97.6K<0.1%+786+44.2%AddedHistory
HLHecla Mining CoCOM5,065$97.2K<0.1%−142−2.7%ReducedHistory
SONSonoco Products CoCOM2,227$97.2K<0.1%−748−25.1%ReducedHistory
Global X FDS37960A529DEFENSE TECH ETF1,500$97.2K<0.1%+1,143+320.2%Added–
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$97.0K<0.1%00.0%Unchanged–
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$96.9K<0.1%00.0%UnchangedHistory
SNSharkNinja, Inc.COM SHS864$96.7K<0.1%+123+16.6%AddedHistory
VMRKVivmark ResidentialSH BEN INT1,531$96.5K<0.1%−1,723−53.0%ReducedHistory
CLXClorox CoStock956$96.5K<0.1%−143−13.0%ReducedHistory
TTANServiceTitan, Inc.SHS CL A906$96.5K<0.1%+209+30.0%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,053$96.3K<0.1%00.0%Unchanged–
ONCBeOne Medicines Ltd.ADR317$96.3K<0.1%+7+2.3%AddedHistory
SSDSimpson Manufacturing Co., Inc.COM596$96.2K<0.1%+422+242.5%AddedHistory
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$96.0K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR14,826$95.9K<0.1%+2,886+24.2%AddedHistory
THWabrdn World Healthcare FundBEN INT SHS7,500$95.8K<0.1%00.0%UnchangedHistory
SUISun Communities IncCOM773$95.8K<0.1%+90+13.2%AddedHistory
NGVTIngevity CorpCOM1,614$95.5K<0.1%−256−13.7%ReducedHistory
SSBSouthState Bank CorpCOM1,012$95.2K<0.1%−1,616−61.5%ReducedHistory
FHBFirst Hawaiian, Inc.COM3,762$95.2K<0.1%+703+23.0%AddedHistory
LNTAlliant Energy CorpStock1,459$94.8K<0.1%−131−8.2%ReducedHistory
BAXBaxter International IncStock4,957$94.7K<0.1%−491−9.0%ReducedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$94.7K<0.1%00.0%UnchangedHistory
WSMWilliams Sonoma IncCOM530$94.7K<0.1%−42−7.3%ReducedHistory
iShares Tr464289420RUS TP200 VL ETF1,026$94.2K<0.1%+1,026New–
GNRCGenerac Holdings Inc.Stock691$94.2K<0.1%−970−58.4%ReducedHistory
AVYAvery Dennison CorpCOM518$94.2K<0.1%−50−8.8%ReducedHistory
EQHEquitable Holdings, Inc.COM1,975$94.1K<0.1%+182+10.2%AddedHistory
FHIFederated Hermes, Inc.CL B1,807$94.1K<0.1%+54+3.1%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY2,070$94.1K<0.1%−1,259−37.8%Reduced–
BCEBce IncCOM NEW3,945$94.0K<0.1%−857−17.8%ReducedHistory
TECKTeck Resources LtdCL B1,961$93.9K<0.1%−256−11.5%ReducedHistory
MZTIMarzetti CoCOM570$93.7K<0.1%+25+4.6%AddedHistory
EQNREquinor ASASPONSORED ADR3,961$93.6K<0.1%−1,421−26.4%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$93.4K<0.1%00.0%Unchanged–
GMABGenmab A/SSPONSORED ADS3,032$93.4K<0.1%+854+39.2%AddedHistory
SWKSSkyworks Solutions, Inc.Stock1,469$93.1K<0.1%−507−25.7%ReducedHistory
FERFerrovial N.V.ORD SHS1,441$93.1K<0.1%+770+114.8%AddedHistory
LBTYALiberty Global Ltd.COM CL A8,323$92.7K<0.1%+473+6.0%AddedHistory
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$92.7K<0.1%+8,323+496.0%AddedHistory
TDCTeradata CorpStock3,040$92.5K<0.1%−876−22.4%ReducedHistory
NTESNetEase, Inc.SPONSORED ADS670$92.2K<0.1%+14+2.1%AddedHistory
PHIPLDT Inc.SPONSORED ADR4,235$92.1K<0.1%+1,530+56.6%AddedHistory
NVMINova Ltd.COM280$92.0K<0.1%+24+9.4%AddedHistory
BNLBroadstone Net Lease, Inc.COM5,287$91.8K<0.1%−24−0.5%ReducedHistory
PODDInsulet CorpStock323$91.8K<0.1%+12+3.9%AddedHistory
NVSTEnvista Holdings CorpCOM4,223$91.7K<0.1%+1,654+64.4%AddedHistory
SNYSanofiSPONSORED ADR1,875$90.9K<0.1%−655−25.9%ReducedHistory
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$90.7K<0.1%00.0%Unchanged–
Unified Ser Tr90470L519ONEA CORE BD ETF3,923$90.4K<0.1%+2,035+107.8%Added–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF374$90.2K<0.1%−84−18.3%Reduced–
KIMKimco Realty CorpCOM4,449$90.2K<0.1%−465−9.5%ReducedHistory
PKPark Hotels & Resorts Inc.COM8,618$90.1K<0.1%−4,461−34.1%ReducedHistory
IONSIonis Pharmaceuticals IncCOM1,137$89.9K<0.1%+310+37.5%AddedHistory
FYBRFrontier Communications Parent, Inc.COM2,359$89.8K<0.1%−303−11.4%ReducedHistory
PENNPENN Entertainment, Inc.COM6,087$89.8K<0.1%+5,657+1,315.6%AddedHistory
WDSWoodside Energy Group LtdADR5,756$89.7K<0.1%+477+9.0%AddedHistory
CRWVCoreWeave, Inc.Stock1,251$89.6K<0.1%+295+30.9%AddedHistory
Global X FDS37954Y715RBTCS ARTFL INTE2,466$89.3K<0.1%+2,074+529.1%Added–
TERNTerns Pharmaceuticals, Inc.COM2,207$89.2K<0.1%+841+61.6%AddedHistory
SOFISoFi Technologies, Inc.Stock3,389$88.7K<0.1%−1,196−26.1%ReducedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$88.7K<0.1%−27−1.4%Reduced–
PDIPIMCO Dynamic Income FundSHS5,000$88.5K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F387SHRT HGH YLD MUN3,859$88.4K<0.1%+45+1.2%Added–
HEI.AHeico CorpCL A350$88.4K<0.1%+113+47.7%AddedHistory
LMATLemaitre Vascular IncCOM1,085$88.0K<0.1%+91+9.2%AddedHistory
Vanguard Energy ETF92204A306ETF698$87.9K<0.1%00.0%Unchanged–
BXPBXP, Inc.COM1,303$87.9K<0.1%+67+5.4%AddedHistory
CRCCalifornia Resources CorpCOM STOCK1,966$87.9K<0.1%+479+32.2%AddedHistory
Vanguard Utilities ETF92204A876ETF475$87.9K<0.1%+100+26.7%Added–
AVAAvista CorpCOM2,279$87.8K<0.1%+283+14.2%AddedHistory
STWDStarwood Property Trust, Inc.COM4,872$87.7K<0.1%00.0%UnchangedHistory
FOXAFox CorpCL A COM1,200$87.7K<0.1%−124−9.4%ReducedHistory
CNMCore & Main, Inc.CL A1,679$87.3K<0.1%+1,327+377.0%AddedHistory
RRCRange Resources CorpCOM2,474$87.2K<0.1%−2,427−49.5%ReducedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$86.1K<0.1%00.0%Unchanged–
CPNGCoupang, Inc.CL A3,651$86.1K<0.1%+597+19.5%AddedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$86.1K<0.1%00.0%Unchanged–
BHFBrighthouse Financial, Inc.COM1,315$85.2K<0.1%+109+9.0%AddedHistory
WENWendy's CoStock10,166$84.7K<0.1%−2,995−22.8%ReducedHistory
CORTCorcept Therapeutics IncCOM2,431$84.6K<0.1%−147−5.7%ReducedHistory
BRSPBrightSpire Capital, Inc.COM CL A15,096$84.5K<0.1%−71−0.5%ReducedHistory
HLFHerbalife Ltd.COM SHS6,544$84.4K<0.1%+5,476+512.7%AddedHistory

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