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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
iShares Tr46435G433MSCI USA SMCP MN186$8.06K<0.1%−1−0.5%Reduced–
ROCKGibraltar Industries, Inc.COM163$8.06K<0.1%−279−63.1%ReducedHistory
Vanguard World FD921910873MEGA CAP INDEX32$8.04K<0.1%00.0%Unchanged–
SPBSpectrum Brands Holdings, Inc.COM136$8.04K<0.1%−211−60.8%ReducedHistory
ALGTAllegiant Travel COCOM94$8.02K<0.1%−3−3.1%ReducedHistory
LEUCentrus Energy CorpStock33$8.01K<0.1%+6+22.2%AddedHistory
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8.00K<0.1%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A704$8.00K<0.1%−150−17.6%ReducedHistory
VKTXViking Therapeutics, Inc.COM227$7.99K<0.1%+190+513.5%AddedHistory
iShares Tr464288174GL TIMB FORE ETF111$7.97K<0.1%+2+1.8%Added–
CTKBCytek Biosciences, Inc.COM1,579$7.97K<0.1%−206−11.5%ReducedHistory
CONConcentra Group Holdings Parent, Inc.COMMON STOCK399$7.85K<0.1%−671−62.7%ReducedHistory
SEMRSEMrush Holdings, Inc.CL A COM660$7.85K<0.1%−8−1.2%ReducedHistory
SPTSprout Social, Inc.COM CL A694$7.82K<0.1%+622+863.9%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS155$7.80K<0.1%−41−20.9%ReducedHistory
iShares Tr46436E858IBONDS 26 TRM TS341$7.80K<0.1%+341New–
KLARKlarna Group plcStock268$7.75K<0.1%+258+2,580.0%AddedHistory
IOTSamsara Inc.Stock217$7.69K<0.1%+108+99.1%AddedHistory
Nushares ETF Tr67092P300NUVEEN ESG LRGVL170$7.66K<0.1%00.0%Unchanged–
UPBUpstream Bio, Inc.COM282$7.66K<0.1%−28−9.0%ReducedHistory
MCSMarcus CorpCOM490$7.60K<0.1%−108−18.1%ReducedHistory
PUMPProPetro Holding Corp.COM799$7.60K<0.1%+24+3.1%AddedHistory
CALXCalix, IncCOM143$7.57K<0.1%+9+6.7%AddedHistory
SXCSunCoke Energy, Inc.COM1,049$7.55K<0.1%−1,376−56.7%ReducedHistory
RYAMRayonier Advanced Materials Inc.COM1,282$7.55K<0.1%+96+8.1%AddedHistory
GABCGerman American Bancorp, Inc.Stock192$7.52K<0.1%−156−44.8%ReducedHistory
CRTOCriteo S.A.SPONS ADS365$7.52K<0.1%+226+162.6%AddedHistory
BOCBoston Omaha CorpStock608$7.52K<0.1%+608NewHistory
STHOStar HoldingsSHS BEN INT912$7.51K<0.1%−146−13.8%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A3,833$7.47K<0.1%+2,678+231.9%AddedHistory
PWPPerella Weinberg PartnersCLASS A COM431$7.46K<0.1%−307−41.6%ReducedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7.43K<0.1%00.0%Unchanged–
LNNLindsay CorpCOM63$7.43K<0.1%+31+96.9%AddedHistory
SPHRSphere Entertainment Co.CL A78$7.42K<0.1%+10+14.7%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM322$7.41K<0.1%+298+1,241.7%AddedHistory
CUBICustomers Bancorp, Inc.COM101$7.38K<0.1%−3−2.9%ReducedHistory
LGNDLigand Pharmaceuticals IncCOM NEW39$7.37K<0.1%−35−47.3%ReducedHistory
BMBLBumble Inc.COM CL A2,064$7.37K<0.1%−98−4.5%ReducedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW25$7.37K<0.1%+7+38.9%AddedHistory
DINDine Brands Global, Inc.COM229$7.36K<0.1%+33+16.8%AddedHistory
CTRNCiti Trends IncCOM177$7.36K<0.1%+159+883.3%AddedHistory
GKOSGLAUKOS CorpCOM65$7.34K<0.1%−87−57.2%ReducedHistory
IMVTImmunovant, Inc.COM287$7.30K<0.1%+242+537.8%AddedHistory
INRInfinity Natural Resources, Inc.COM CL A495$7.29K<0.1%+458+1,237.8%AddedHistory
AUBNAuburn National Bancorporation, IncCOM270$7.28K<0.1%00.0%UnchangedHistory
LXEOLexeo Therapeutics, Inc.COM731$7.26K<0.1%00.0%UnchangedHistory
SOUNSoundhound AI, Inc.CLASS A COM727$7.25K<0.1%−348−32.4%ReducedHistory
FIVNFive9, Inc.COM361$7.24K<0.1%+198+121.5%AddedHistory
iShares Inc464286202MSCI AUSTRIA ETF204$7.24K<0.1%00.0%Unchanged–
CCSIConsensus Cloud Solutions, Inc.COM330$7.20K<0.1%+22+7.1%AddedHistory
JHXJames Hardie Industries plcStock346$7.18K<0.1%−475−57.9%ReducedHistory
GCMGGCM Grosvenor Inc.COM CL A634$7.18K<0.1%−12−1.9%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS330$7.17K<0.1%−281−46.0%ReducedHistory
ACLXArcellx, Inc.COMMON STOCK110$7.17K<0.1%−36−24.7%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW264$7.17K<0.1%+2+0.8%AddedHistory
ONLOrion Properties Inc.REIT3,147$7.11K<0.1%−417−11.7%ReducedHistory
BLCOBausch & Lomb CorpCOMMON SHARES415$7.09K<0.1%+287+224.2%AddedHistory
OPKOpko Health, Inc.COM5,625$7.09K<0.1%−1,168−17.2%ReducedHistory
GOLDGold.com, Inc.COM208$7.08K<0.1%−43−17.1%ReducedHistory
TNCTennant CoCOM96$7.08K<0.1%−93−49.2%ReducedHistory
UPSTUpstart Holdings, Inc.COM161$7.04K<0.1%+70+76.9%AddedHistory
IIINInsteel Industries IncCOM222$7.03K<0.1%−142−39.0%ReducedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$7.03K<0.1%00.0%Unchanged–
GTGoodyear Tire & Rubber CoCOM800$7.01K<0.1%−949−54.3%ReducedHistory
TBCHTurtle Beach CorpCOM NEW499$7.00K<0.1%−13−2.5%ReducedHistory
iShares Tr464288794US BR DEL SE ETF39$7.00K<0.1%00.0%Unchanged–
ETOReToro Group Ltd.SHS CL A199$6.99K<0.1%+199NewHistory
WMKWeis Markets IncCOM109$6.99K<0.1%−17−13.5%ReducedHistory
RIOTRiot Platforms, Inc.COM551$6.98K<0.1%−62−10.1%ReducedHistory
VIRVir Biotechnology, Inc.COM1,157$6.98K<0.1%+50+4.5%AddedHistory
Invesco Actively Managed Exc46090A101ACTIVE US REAL77$6.95K<0.1%+1+1.3%Added–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6.85K<0.1%+2+1.9%Added–
BKDBrookdale Senior Living Inc.COM632$6.82K<0.1%−15−2.3%ReducedHistory
ANLAdlai Nortye Group Ltd.ADS4,794$6.81K<0.1%+4,075+566.8%AddedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF30$6.79K<0.1%00.0%Unchanged–
PTONPeloton Interactive, Inc.CL A COM1,100$6.78K<0.1%+25+2.3%AddedHistory
IHRTiHeartMedia, Inc.COM CL A1,628$6.77K<0.1%+93+6.1%AddedHistory
MEOHMethanex CorpCOM170$6.75K<0.1%−77−31.2%ReducedHistory
LIFLife360, Inc.COM105$6.74K<0.1%+17+19.3%AddedHistory
TLXTelix Pharmaceuticals LtdADS898$6.73K<0.1%+773+618.4%AddedHistory
PAGSPagSeguro Digital Ltd.COM CL A697$6.72K<0.1%+245+54.2%AddedHistory
AMTBAmerant Bancorp Inc.CL A344$6.71K<0.1%−241−41.2%ReducedHistory
Listed FD Tr53656F789ROUNDHILL SPORTS320$6.71K<0.1%00.0%Unchanged–
MBCNMiddlefield Banc CorpCOM NEW194$6.70K<0.1%−215−52.6%ReducedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6.70K<0.1%00.0%Unchanged–
USNAUsana Health Sciences IncCOM340$6.67K<0.1%+41+13.7%AddedHistory
TRIPTripAdvisor, Inc.COM457$6.65K<0.1%+21+4.8%AddedHistory
EMBCEmbecta Corp.Stock559$6.64K<0.1%−95−14.5%ReducedHistory
CSANYCosan S.A.ADS1,681$6.64K<0.1%−32−1.9%ReducedHistory
DCHDauch CorpCOM1,028$6.59K<0.1%−98−8.7%ReducedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6.58K<0.1%00.0%Unchanged–
CBRLCracker Barrel Old Country Store, IncCOM254$6.46K<0.1%+210+477.3%AddedHistory
FOURShift4 Payments, Inc.CL A102$6.42K<0.1%+33+47.8%AddedHistory
BJRIBJs RESTAURANTS INCCOM163$6.42K<0.1%+5+3.2%AddedHistory
CHCTCommunity Healthcare Trust IncCOM391$6.42K<0.1%−648−62.4%ReducedHistory
MOBMobilicom LtdORD SHS NEW1,050$6.41K<0.1%−1,349−56.2%ReducedHistory
MARAMARA Holdings, Inc.COM710$6.38K<0.1%−31−4.2%ReducedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE445$6.37K<0.1%−10−2.2%Reduced–
FOSLFossil Group, Inc.COM1,694$6.37K<0.1%00.0%UnchangedHistory
Two Harbors Investment Corp.90187B804COM606$6.37K<0.1%−789−56.6%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