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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
HNIHni CorpStock536$22.5K<0.1%+123+29.8%AddedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A546$22.5K<0.1%−41−7.0%ReducedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,998$22.5K<0.1%+474+31.1%AddedHistory
PIMCO ETF Tr72201R88225YR+ ZERO U S350$22.5K<0.1%00.0%Unchanged–
DCOMDime Commercial Bancshares, Inc.COM747$22.5K<0.1%−82−9.9%ReducedHistory
AMPLAmplitude, Inc.Stock1,939$22.5K<0.1%+1,301+203.9%AddedHistory
VIAVViavi Solutions Inc.COM1,258$22.4K<0.1%+130+11.5%AddedHistory
NBTBNBT Bancorp IncCOM539$22.4K<0.1%−53−9.0%ReducedHistory
MICCMagnum Ice Cream Co N.V.ORD SHS1,411$22.4K<0.1%+1,411NewHistory
WisdomTree Tr97717W703INTL EQUITY FD325$22.3K<0.1%00.0%Unchanged–
AGFirst Majestic Silver CorpCOM1,341$22.3K<0.1%+42+3.2%AddedHistory
HHyatt Hotels CorpCOM CL A139$22.3K<0.1%−77−35.6%ReducedHistory
PLUSEplus IncCOM254$22.3K<0.1%−32−11.2%ReducedHistory
OUTOUTFRONT Media Inc.REIT924$22.3K<0.1%+297+47.4%AddedHistory
SENEASeneca Foods CorpCL A201$22.2K<0.1%−39−16.3%ReducedHistory
STVNStevanato Group S.p.A.ORD SHS1,105$22.2K<0.1%+247+28.8%AddedHistory
SEBSeaboard CorpCOM5$22.2K<0.1%−5−50.0%ReducedHistory
WHWyndham Hotels & Resorts, Inc.COM293$22.2K<0.1%−118−28.7%ReducedHistory
EIGEmployers Holdings, Inc.COM513$22.1K<0.1%−2−0.4%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM2,818$22.1K<0.1%+941+50.1%AddedHistory
CATYCathay General BancorpCOM457$22.1K<0.1%−25−5.2%ReducedHistory
Pacer FDS Tr69374H865EMRG MKT CASH905$22.1K<0.1%−85−8.6%Reduced–
GRBKGreen Brick Partners, Inc.COM350$21.9K<0.1%+11+3.2%AddedHistory
ACMAecomCOM230$21.9K<0.1%−67−22.6%ReducedHistory
HRLHormel Foods CorpCOM924$21.9K<0.1%−1,887−67.1%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM693$21.8K<0.1%−153−18.1%ReducedHistory
EVEREverQuote, Inc.COM CL A806$21.8K<0.1%−160−16.6%ReducedHistory
PDMPiedmont Realty Trust, Inc.COM CL A2,608$21.8K<0.1%−1,482−36.2%ReducedHistory
TEXTerex CorpStock406$21.7K<0.1%−31−7.1%ReducedHistory
WHDCactus, Inc.CL A474$21.7K<0.1%−168−26.2%ReducedHistory
FNDFloor & Decor Holdings, Inc.CL A355$21.6K<0.1%+7+2.0%AddedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF620$21.6K<0.1%00.0%Unchanged–
CAMTCamtek LtdORD203$21.6K<0.1%+105+107.1%AddedHistory
KYMRKymera Therapeutics, Inc.COM277$21.6K<0.1%−7−2.5%ReducedHistory
ONTOnterris, Inc.COM865$21.5K<0.1%+62+7.7%AddedHistory
NUWNuveen AMT-Free Municipal Value FundCOM1,500$21.5K<0.1%+1,500NewHistory
VTOLBristow Group Inc.COM586$21.5K<0.1%−21−3.5%ReducedHistory
PRKPark National CorpCOM141$21.5K<0.1%−33−19.0%ReducedHistory
FETForum Energy Technologies, Inc.COM578$21.4K<0.1%+53+10.1%AddedHistory
LKFNLakeland Financial CorpCOM373$21.3K<0.1%−274−42.3%ReducedHistory
RIGTransocean Ltd.REGISTERED SHS5,145$21.2K<0.1%+1,254+32.2%AddedHistory
UNFUnifirst CorpCOM110$21.2K<0.1%−158−59.0%ReducedHistory
RRXRegal Rexnord CorpCOM151$21.2K<0.1%−114−43.0%ReducedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF365$21.2K<0.1%−225−38.1%Reduced–
Townebank Portsmouth Va89214P109COM633$21.1K<0.1%−118−15.7%Reduced–
CPACCementos Pacasmayo SaaSPONSORED ADR2,021$21.1K<0.1%−118−5.5%ReducedHistory
TGTXTG Therapeutics, Inc.COM703$21.0K<0.1%−306−30.3%ReducedHistory
BOWBowhead Specialty Holdings Inc.COM SHS733$20.9K<0.1%+685+1,427.1%AddedHistory
SGHCSuper Group (SGHC) LtdORD SHS1,748$20.9K<0.1%+579+49.5%AddedHistory
NMRKNewmark Group, Inc.CL A1,201$20.8K<0.1%+30+2.6%AddedHistory
ONONOn Holding AGStock448$20.8K<0.1%−100−18.2%ReducedHistory
AROWArrow Financial CorpCOM662$20.8K<0.1%−43−6.1%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM10$20.8K<0.1%−20−66.7%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM987$20.7K<0.1%+374+61.0%AddedHistory
WERNWerner Enterprises IncCOM689$20.7K<0.1%−379−35.5%ReducedHistory
iShares Tr464288356CALIF MUN BD ETF360$20.7K<0.1%+4+1.1%Added–
NEOGNeogen CorpCOM2,957$20.7K<0.1%−1,860−38.6%ReducedHistory
FROGJFrog LtdStock330$20.6K<0.1%+88+36.4%AddedHistory
NRCNRC HealthCOM NEW1,097$20.6K<0.1%−162−12.9%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF321$20.6K<0.1%00.0%Unchanged–
VVVValvoline IncCOM707$20.5K<0.1%−255−26.5%ReducedHistory
KBRKBR, Inc.COM511$20.5K<0.1%−325−38.9%ReducedHistory
CACCamden National CorpCOM473$20.5K<0.1%+39+9.0%AddedHistory
UEUrban Edge PropertiesCOM1,064$20.4K<0.1%−69−6.1%ReducedHistory
TPBTurning Point Brands, Inc.COM188$20.4K<0.1%−37−16.4%ReducedHistory
DAVEDave Inc.CLASS A COM NEW92$20.4K<0.1%+35+61.4%AddedHistory
AIRAar CorpStock246$20.4K<0.1%+76+44.7%AddedHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A1,615$20.4K<0.1%+32+2.0%AddedHistory
MBINMerchants BancorpCOM596$20.3K<0.1%+212+55.2%AddedHistory
MACMacerich CoCOM1,099$20.3K<0.1%−58−5.0%ReducedHistory
BYDBoyd Gaming CorpCOM238$20.3K<0.1%+32+15.5%AddedHistory
CNSCohen & Steers, Inc.COM323$20.3K<0.1%+157+94.6%AddedHistory
FROFrontline plcCOM929$20.3K<0.1%+4+0.4%AddedHistory
iShares Tr46429B333GNMA BOND ETF455$20.3K<0.1%00.0%Unchanged–
MEIMethode Electronics IncCOM3,051$20.3K<0.1%−208−6.4%ReducedHistory
BUSEFirst Busey CorpCOM NEW848$20.2K<0.1%+182+27.3%AddedHistory
PLGOPelagos Insurance Capital LtdCOM1,030$20.2K<0.1%+312+43.5%AddedHistory
ALRSAlerus Financial CorpCOM894$20.1K<0.1%+140+18.6%AddedHistory
QNSTQuinstreet, IncCOM1,386$19.9K<0.1%−301−17.8%ReducedHistory
HGTYHagerty, Inc.CL A COM1,481$19.9K<0.1%+23+1.6%AddedHistory
NATNordic American Tankers LtdCOM5,783$19.9K<0.1%+1,973+51.8%AddedHistory
HIMSHims & Hers Health, Inc.Stock612$19.9K<0.1%−386−38.7%ReducedHistory
STOKStoke Therapeutics, Inc.COM622$19.7K<0.1%+605+3,558.8%AddedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF336$19.7K<0.1%00.0%Unchanged–
BWXTBWX Technologies, Inc.COM114$19.7K<0.1%−22−16.2%ReducedHistory
UVSPUnivest Financial CorpCOM601$19.7K<0.1%+17+2.9%AddedHistory
ARVNArvinas, Inc.COM1,658$19.7K<0.1%00.0%UnchangedHistory
BBUCBrookfield Business CorpCL A EXC SUB VTG548$19.7K<0.1%+343+167.3%AddedHistory
WPPWPP plcADR875$19.7K<0.1%+427+95.3%AddedHistory
SLGNSilgan Holdings IncCOM485$19.6K<0.1%−168−25.7%ReducedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS2,834$19.6K<0.1%00.0%UnchangedHistory
ACVAACV Auctions Inc.COM CL A2,428$19.5K<0.1%+1,517+166.5%AddedHistory
ADNTAdient plcStock1,014$19.4K<0.1%−296−22.6%ReducedHistory
CLDTChatham Lodging TrustCOM2,852$19.4K<0.1%−863−23.2%ReducedHistory
CVICVR Energy IncCOM763$19.4K<0.1%+165+27.6%AddedHistory
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$19.4K<0.1%00.0%Unchanged–
WKCWorld Kinect CorpCOM828$19.4K<0.1%+115+16.1%AddedHistory
MBWMMercantile Bank CorpCOM403$19.4K<0.1%−49−10.8%ReducedHistory
RVLVRevolve Group, Inc.CL A640$19.3K<0.1%+139+27.7%AddedHistory
ZGNErmenegildo Zegna N.V.ORD SHS1,880$19.3K<0.1%−187−9.0%ReducedHistory

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