Skip to main content
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
PRGOPERRIGO Co plcSHS1,888$26.3K<0.1%+1,014+116.0%AddedHistory
GTYGetty Realty CorpCOM958$26.2K<0.1%−495−34.1%ReducedHistory
iShares Tr464287341GLOBAL ENERG ETF624$26.2K<0.1%−54−8.0%Reduced–
CWTCalifornia Water Service GroupCOM603$26.1K<0.1%−295−32.9%ReducedHistory
NBRNabors Industries LtdSHS481$26.1K<0.1%+51+11.9%AddedHistory
SONOSonos IncCOM1,487$26.1K<0.1%+2+0.1%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SUB VTG A572$26.0K<0.1%−901−61.2%ReducedHistory
APPFAppfolio IncCOM CL A111$25.8K<0.1%+56+101.8%AddedHistory
Vanguard Calif Tax Free FDS922021605TAX EXEMPT BD FD257$25.8K<0.1%+2+0.8%Added–
FFICFlushing Financial CorpCOM1,699$25.8K<0.1%+284+20.1%AddedHistory
IAGIamgold CorpCOM1,562$25.8K<0.1%−94−5.7%ReducedHistory
ASTEAstec Industries IncCOM594$25.7K<0.1%+45+8.2%AddedHistory
Dimensional ETF Trust25434V633CALIF MUN BD ETF513$25.7K<0.1%+4+0.8%Added–
J P Morgan Exchange Traded F46641Q779US MOMENTUM377$25.7K<0.1%00.0%Unchanged–
AXIAYAXIA Energia S.A.SPONSORED ADR2,801$25.7K<0.1%+960+52.1%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A1,061$25.6K<0.1%+720+211.1%AddedHistory
KRNYKearny Financial Corp.COM3,448$25.6K<0.1%+1,753+103.4%AddedHistory
AVNTAvient CorpCOM817$25.5K<0.1%+149+22.3%AddedHistory
NBBKNB Bancorp, Inc.COM1,286$25.5K<0.1%+553+75.4%AddedHistory
CMPCompass Minerals International IncStock1,297$25.5K<0.1%+319+32.6%AddedHistory
ETHWBitwise Ethereum ETFSHS1,194$25.4K<0.1%+1,008+541.9%AddedHistory
EFSCEnterprise Financial Services CorpCOM470$25.4K<0.1%−305−39.4%ReducedHistory
HTOH2O AmericaCOM517$25.3K<0.1%−306−37.2%ReducedHistory
BAKBraskem SASP ADR PFD A8,579$25.3K<0.1%+7,003+444.4%AddedHistory
VENUVenu Holding CorpCOM3,001$25.3K<0.1%00.0%UnchangedHistory
HGHamilton Insurance Group, Ltd.CL B905$25.3K<0.1%−48−5.0%ReducedHistory
Sprott ETF Trust85210B201JR GOLD MINERS E300$25.2K<0.1%00.0%Unchanged–
ZZillow Group, Inc.CL C CAP STK369$25.2K<0.1%+24+7.0%AddedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP511$25.2K<0.1%00.0%Unchanged–
COGTCogent Biosciences, Inc.COM708$25.1K<0.1%+652+1,164.3%AddedHistory
PIPRPiper Sandler CompaniesCOM74$25.1K<0.1%+35+89.7%AddedHistory
CBTCabot CorpCOM379$25.1K<0.1%−853−69.2%ReducedHistory
KGSKodiak Gas Services, Inc.COM671$25.1K<0.1%−527−44.0%ReducedHistory
DIODDiodes IncCOM508$25.1K<0.1%−121−19.2%ReducedHistory
DEAEasterly Government Properties, Inc.COM SHS1,180$25.0K<0.1%+77+7.0%AddedHistory
CNRCore Natural Resources, Inc.COM SHS282$25.0K<0.1%−357−55.9%ReducedHistory
TFSLTFS Financial CORPCOM1,865$25.0K<0.1%+91+5.1%AddedHistory
VIRTVirtu Financial, Inc.CL A748$24.9K<0.1%−209−21.8%ReducedHistory
SOHUSohu.com LtdSPONSORED ADS1,593$24.9K<0.1%−354−18.2%ReducedHistory
ICFIICF International, Inc.Stock292$24.9K<0.1%−294−50.2%ReducedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS2,603$24.9K<0.1%+192+8.0%AddedHistory
MOFGMidWestOne Financial Group, Inc.COM645$24.8K<0.1%−213−24.8%ReducedHistory
DMCDel Monte CorpORD696$24.8K<0.1%−275−28.3%ReducedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US327$24.8K<0.1%+1+0.3%Added–
CASHPathward Financial, Inc.COM347$24.6K<0.1%−143−29.2%ReducedHistory
TCBKTrico BancsharesCOM520$24.6K<0.1%−39−7.0%ReducedHistory
SDGRSchrodinger, Inc.COM1,374$24.6K<0.1%+1,207+722.8%AddedHistory
PEBOPeoples Bancorp IncCOM817$24.5K<0.1%+12+1.5%AddedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT340$24.5K<0.1%00.0%Unchanged–
OWLBlue Owl Capital Inc.COM CL A1,636$24.4K<0.1%−83−4.8%ReducedHistory
MANUManchester United plcORD CL A1,535$24.4K<0.1%+194+14.5%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,059$24.4K<0.1%−262−11.3%ReducedHistory
BTGB2GOLD CorpCOM5,397$24.3K<0.1%+284+5.6%AddedHistory
MTRXMatrix Service CoCOM2,077$24.3K<0.1%−84−3.9%ReducedHistory
CWENClearway Energy, Inc.CL C730$24.3K<0.1%−646−46.9%ReducedHistory
NICENICE Ltd.SPONSORED ADR214$24.2K<0.1%+29+15.7%AddedHistory
PAMPampa Energy Inc.SPONS ADR LVL I273$24.2K<0.1%−390−58.8%ReducedHistory
UVVUniversal CorpCOM457$24.1K<0.1%−241−34.5%ReducedHistory
SIISprott Inc.COM NEW246$24.1K<0.1%+117+90.7%AddedHistory
Expro Group Holdings N.V.N33462107COM1,802$24.1K<0.1%+82+4.8%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG818$24.0K<0.1%+782+2,172.2%Added–
QCRHQCR Holdings IncCOM288$24.0K<0.1%−89−23.6%ReducedHistory
ALDXAldeyra Therapeutics, Inc.COM4,629$24.0K<0.1%−211−4.4%ReducedHistory
ICUIIcu Medical IncCOM168$24.0K<0.1%+27+19.1%AddedHistory
RLJRLJ Lodging TrustCOM3,193$23.8K<0.1%+500+18.6%AddedHistory
TRTootsie Roll Industries IncCOM647$23.7K<0.1%+278+75.3%AddedHistory
ZGZillow Group, Inc.CL A347$23.7K<0.1%+190+121.0%AddedHistory
PSTLPostal Realty Trust, Inc.CL A1,466$23.7K<0.1%−15−1.0%ReducedHistory
UDRUDR, Inc.COM645$23.7K<0.1%−225−25.9%ReducedHistory
AMPYAmplify Energy Corp.COM5,159$23.6K<0.1%−335−6.1%ReducedHistory
SAROStandardAero, Inc.COM821$23.5K<0.1%+229+38.7%AddedHistory
DGICADonegal Group IncCL A1,178$23.5K<0.1%−2,149−64.6%ReducedHistory
STELStellar Bancorp, Inc.COM759$23.5K<0.1%−17−2.2%ReducedHistory
CMPXCompass Therapeutics, Inc.COM4,370$23.5K<0.1%−1,859−29.8%ReducedHistory
MXLMaxlinear, IncCOM1,346$23.5K<0.1%−764−36.2%ReducedHistory
HRIHerc Holdings IncCOM158$23.4K<0.1%−4−2.5%ReducedHistory
VACMarriott Vacations Worldwide CorpCOM404$23.3K<0.1%+263+186.5%AddedHistory
NVRIEnviri CorpCOM1,299$23.3K<0.1%+10+0.8%AddedHistory
SLGSL Green Realty CorpCOM507$23.3K<0.1%−163−24.3%ReducedHistory
INTAIntapp, Inc.COM506$23.2K<0.1%+321+173.5%AddedHistory
NABLN-able, Inc.COMMON STOCK3,095$23.2K<0.1%−629−16.9%ReducedHistory
FULTFulton Financial CorpCOM1,197$23.1K<0.1%−429−26.4%ReducedHistory
LXFRLuxfer Holdings PLCSHS1,710$23.1K<0.1%+2+0.1%AddedHistory
GLREGreenlight Capital Re, Ltd.CLASS A1,586$23.1K<0.1%+577+57.2%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW1,051$23.1K<0.1%+472+81.5%AddedHistory
DOCNDigitalOcean Holdings, Inc.COM480$23.1K<0.1%+130+37.1%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM SHS SER C277$23.0K<0.1%+94+51.4%AddedHistory
ANGXAngel Studios, Inc.Stock4,925$23.0K<0.1%+4,925NewHistory
PACSPACS Group, Inc.COM SHS599$23.0K<0.1%−9−1.5%ReducedHistory
CBLCBL & Associates Properties IncCOMMON STOCK621$23.0K<0.1%+81+15.0%AddedHistory
PRLBProto Labs IncCOM451$22.8K<0.1%+191+73.5%AddedHistory
TNKTeekay Tankers Ltd.CL A426$22.8K<0.1%+197+86.0%AddedHistory
LPGDorian LPG Ltd.SHS USD935$22.8K<0.1%−386−29.2%ReducedHistory
RSIRush Street Interactive, Inc.COM1,171$22.8K<0.1%+308+35.7%AddedHistory
ARLPAlliance Resource Partners LPStock979$22.7K<0.1%+23+2.4%AddedHistory
VRTSVirtus Investment Partners, Inc.COM139$22.7K<0.1%−16−10.3%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z922$22.7K<0.1%+12+1.3%AddedHistory
HODLVanEck Bitcoin ETFSH BEN INT913$22.6K<0.1%00.0%UnchangedHistory
BLBDBlue Bird CorpCOM480$22.6K<0.1%+18+3.9%AddedHistory
STNEStoneCo Ltd.COM1,525$22.6K<0.1%+274+21.9%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