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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
AGCOAGCO CorpCOM383$40.0K<0.1%+43+12.6%AddedHistory
Victory Portfolios II92647N766VCSHS US 500 VOL439$39.9K<0.1%+1+0.2%Added–
AVAVAeroVironment IncCOM165$39.9K<0.1%+2+1.2%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS3,718$39.9K<0.1%+388+11.7%AddedHistory
LASRNlight, Inc.COM1,062$39.8K<0.1%+647+155.9%AddedHistory
GBCIGlacier Bancorp, Inc.COM903$39.8K<0.1%+185+25.8%AddedHistory
HCCWarrior Met Coal, Inc.COM451$39.8K<0.1%−241−34.8%ReducedHistory
VICRVicor CorpCOM362$39.7K<0.1%−40−10.0%ReducedHistory
FBINFortune Brands Innovations, Inc.COM793$39.7K<0.1%−98−11.0%ReducedHistory
HNRGHallador Energy CoStock2,075$39.5K<0.1%−49−2.3%ReducedHistory
ONBOld National BancorpStock1,754$39.1K<0.1%−1,191−40.4%ReducedHistory
JJSFJ&J Snack Foods CorpCOM433$39.1K<0.1%+13+3.1%AddedHistory
ALABAstera Labs, Inc.Stock235$39.1K<0.1%+35+17.5%AddedHistory
NNINelnet IncCL A294$39.1K<0.1%−94−24.2%ReducedHistory
BDCBelden Inc.COM335$39.0K<0.1%+47+16.3%AddedHistory
BANCBanc of California, Inc.COM2,023$39.0K<0.1%+564+38.7%AddedHistory
Franklin Templeton ETF Tr35473P827FTSE CANADA807$39.0K<0.1%00.0%Unchanged–
ECPGEncore Capital Group IncCOM717$39.0K<0.1%+466+185.7%AddedHistory
BLKBBlackbaud IncCOM615$38.9K<0.1%+487+380.5%AddedHistory
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,214$38.9K<0.1%+31+2.6%Added–
HGVHilton Grand Vacations Inc.COM869$38.9K<0.1%−240−21.6%ReducedHistory
RDYDr Reddys Laboratories LtdADR2,767$38.8K<0.1%−598−17.8%ReducedHistory
TDWTidewater IncCOM768$38.8K<0.1%−23−2.9%ReducedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM4,354$38.8K<0.1%+1,399+47.3%AddedHistory
KNSLKinsale Capital Group, Inc.Stock99$38.7K<0.1%−5−4.8%ReducedHistory
BMAMacro Bank Inc.SPON ADR B429$38.7K<0.1%−365−46.0%ReducedHistory
BANRBanner CorpCOM NEW617$38.7K<0.1%−168−21.4%ReducedHistory
GTESGates Industrial Corp Ltd.ORD SHS1,800$38.6K<0.1%−1,452−44.6%ReducedHistory
iShares Tr464288273EAFE SML CP ETF498$38.6K<0.1%00.0%Unchanged–
ACADAcadia Pharmaceuticals IncCOM1,441$38.5K<0.1%+258+21.8%AddedHistory
SRRKScholar Rock Holding CorpCOM872$38.4K<0.1%+525+151.3%AddedHistory
SHBIShore Bancshares IncCOM2,168$38.3K<0.1%+73+3.5%AddedHistory
ADPTAdaptive Biotechnologies CorpCOM2,359$38.3K<0.1%+1,565+197.1%AddedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,965$38.2K<0.1%−25−0.8%ReducedHistory
BMIBadger Meter IncCOM219$38.2K<0.1%+51+30.4%AddedHistory
DRVNDriven Brands Holdings Inc.COM2,578$38.2K<0.1%+510+24.7%AddedHistory
COCOVita Coco Company, Inc.COM720$38.2K<0.1%−565−44.0%ReducedHistory
ALHCAlignment Healthcare, Inc.COM1,928$38.1K<0.1%+457+31.1%AddedHistory
MVSTMicrovast Holdings, Inc.COM13,592$38.1K<0.1%−10,000−42.4%ReducedHistory
CAVACava Group, Inc.COM647$38.0K<0.1%+347+115.7%AddedHistory
FRMEFirst Merchants CorpCOM1,013$38.0K<0.1%+159+18.6%AddedHistory
TACTransalta CorpCOM3,000$37.9K<0.1%+812+37.1%AddedHistory
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR819$37.9K<0.1%+8+1.0%Added–
BFHBread Financial Holdings, Inc.COM511$37.8K<0.1%−130−20.3%ReducedHistory
Vanguard Fixed Income Secs F922031687HIGH-YIELD ACTV500$37.7K<0.1%+500New–
MHOM/I Homes, Inc.COM294$37.6K<0.1%−23−7.3%ReducedHistory
DANDANA IncCOM1,580$37.5K<0.1%+445+39.2%AddedHistory
BNY Mellon ETF Trust09661T107US LRG CP CORE287$37.5K<0.1%00.0%Unchanged–
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$37.5K<0.1%00.0%UnchangedHistory
UHAL.BU-Haul Holding CoCOM SER N802$37.5K<0.1%−365−31.3%ReducedHistory
SKYWSkywest IncCOM373$37.5K<0.1%−417−52.8%ReducedHistory
iShares Tr464288505MRGSTR SM CP ETF574$37.3K<0.1%00.0%Unchanged–
ACMRACM Research, Inc.Stock945$37.3K<0.1%−119−11.2%ReducedHistory
LYTSLsi Industries IncCOM2,029$37.2K<0.1%−755−27.1%ReducedHistory
GSLGlobal Ship Lease, Inc.COM CL A1,057$37.0K<0.1%+68+6.9%AddedHistory
MSMMSC Industrial Direct Co IncCL A440$37.0K<0.1%−86−16.3%ReducedHistory
FBNCFirst BancorpCOM728$37.0K<0.1%+8+1.1%AddedHistory
CAECae IncCOM1,211$36.8K<0.1%−646−34.8%ReducedHistory
BRXBrixmor Property Group Inc.COM1,403$36.8K<0.1%−252−15.2%ReducedHistory
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$36.8K<0.1%00.0%Unchanged–
ENTGEntegris IncCOM436$36.8K<0.1%−103−19.1%ReducedHistory
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,237$36.7K<0.1%−218−15.0%Reduced–
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,028$36.7K<0.1%00.0%Unchanged–
ARQTArcutis Biotherapeutics, Inc.COM1,261$36.6K<0.1%+698+124.0%AddedHistory
GFFGriffon CorpCOM497$36.6K<0.1%−51−9.3%ReducedHistory
ICLICL Group Ltd.SHS6,369$36.5K<0.1%−980−13.3%ReducedHistory
RELYRemitly Global, Inc.COM2,642$36.5K<0.1%+1,545+140.8%AddedHistory
SITMSITIME CorpCOM103$36.4K<0.1%+6+6.2%AddedHistory
Legg Mason ETF Invt52468L505FRANKLIN INTL LW988$36.4K<0.1%+20+2.1%Added–
SBCFSeacoast Banking Corp of FloridaCOM NEW1,154$36.3K<0.1%+214+22.8%AddedHistory
Capital Group Equity ETF Tr14022A102US SM MI CA ETF1,256$36.2K<0.1%+4+0.3%Added–
SQMChemical & Mining Co of Chile IncSPON ADR SER B526$36.2K<0.1%−30−5.4%ReducedHistory
NPOEnpro Inc.COM169$36.2K<0.1%+11+7.0%AddedHistory
AAMIAcadian Asset Management Inc.COM769$36.1K<0.1%−126−14.1%ReducedHistory
LNTHLantheus Holdings, Inc.Stock543$36.1K<0.1%+67+14.1%AddedHistory
RGNXREGENXBIO Inc.COM2,505$36.1K<0.1%+534+27.1%AddedHistory
SLVMSylvamo CorpCOMMON STOCK748$36.0K<0.1%+132+21.4%AddedHistory
BDNBrandywine Realty TrustSH BEN INT NEW12,333$36.0K<0.1%+429+3.6%AddedHistory
TPCTutor Perini CorpCOM536$35.9K<0.1%+188+54.0%AddedHistory
HURNHuron Consulting Group Inc.Stock207$35.8K<0.1%−145−41.2%ReducedHistory
COLDAmericold Realty TrustCOM2,781$35.8K<0.1%+1,432+106.2%AddedHistory
NUVBNuvation Bio Inc.COM CL A3,989$35.7K<0.1%00.0%UnchangedHistory
UUnity Software Inc.COM808$35.7K<0.1%−379−31.9%ReducedHistory
MYEMyers Industries IncCOM1,904$35.6K<0.1%+505+36.1%AddedHistory
LSCCLattice Semiconductor CorpCOM484$35.6K<0.1%+8+1.7%AddedHistory
NHINational Health Investors IncCOM466$35.6K<0.1%+81+21.0%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM450$35.5K<0.1%−12−2.6%ReducedHistory
AMGAffiliated Managers Group, Inc.Stock123$35.5K<0.1%−113−47.9%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK2,062$35.4K<0.1%+1,306+172.8%AddedHistory
KLICKulicke & Soffa Industries IncCOM777$35.4K<0.1%−65−7.7%ReducedHistory
SRCE1st Source CorpCOM565$35.3K<0.1%+96+20.5%AddedHistory
ELMEElme CommunitiesSH BEN INT2,028$35.3K<0.1%−341−14.4%ReducedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF877$35.3K<0.1%−11,944−93.2%Reduced–
BEPCBrookfield Renewable CorpCL A EX SUB VTG917$35.2K<0.1%+7+0.8%AddedHistory
DKSDick's Sporting Goods, Inc.Stock177$35.0K<0.1%−59−25.0%ReducedHistory
BLEBlackRock Municipal Income Trust IICOM3,354$35.0K<0.1%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM1,514$34.9K<0.1%+313+26.1%AddedHistory
EMAEmera IncCOM708$34.9K<0.1%+660+1,375.0%AddedHistory
PRPermian Resources CorpCLASS A COM2,486$34.9K<0.1%−2,358−48.7%ReducedHistory
HRTGHeritage Insurance Holdings, Inc.COM1,189$34.8K<0.1%+330+38.4%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