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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
CORCencora, Inc.Stock1,633$551.7K<0.1%−70−4.1%ReducedHistory
AMEAmetek IncCOM2,682$550.7K<0.1%−162−5.7%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS34,679$550.0K<0.1%+878+2.6%AddedHistory
HIGHartford Insurance Group, Inc.Stock3,986$549.2K<0.1%−125−3.0%ReducedHistory
EHCEncompass Health CorpCOM5,172$548.9K<0.1%+505+10.8%AddedHistory
AITApplied Industrial Technologies IncCOM2,137$548.6K<0.1%+214+11.1%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF10,018$548.1K<0.1%+6,533+187.5%Added–
SPGSimon Property Group Inc.REIT2,952$546.6K<0.1%+96+3.4%AddedHistory
EXELExelixis, Inc.COM12,411$544.0K<0.1%+4,492+56.7%AddedHistory
ALLAllstate CorpStock2,602$541.6K<0.1%−104−3.8%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK4,516$540.5K<0.1%−235−4.9%ReducedHistory
CMECME Group Inc.COM1,978$540.2K<0.1%−63−3.1%ReducedHistory
AAgilent Technologies, Inc.COM3,969$540.1K<0.1%+380+10.6%AddedHistory
KMIKinder Morgan, Inc.Stock19,643$540.0K<0.1%−1,375−6.5%ReducedHistory
TELTE Connectivity plcStock2,372$539.7K<0.1%+241+11.3%AddedHistory
COLBColumbia Banking System, Inc.COM19,246$537.9K<0.1%−305−1.6%ReducedHistory
MSCIMSCI Inc.Stock934$535.6K<0.1%−529−36.2%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF7,275$535.2K<0.1%+4,811+195.3%Added–
PFEPfizer IncStock21,416$533.3K<0.1%−831−3.7%ReducedHistory
NVTnVent Electric plcSHS5,210$531.3K<0.1%−38−0.7%ReducedHistory
TMUST-Mobile US, Inc.Stock2,608$529.6K<0.1%−73−2.7%ReducedHistory
SHELShell plcADR7,207$529.5K<0.1%−195−2.6%ReducedHistory
KBKB Financial Group Inc.SPONSORED ADR6,126$527.1K<0.1%−1,122−15.5%ReducedHistory
NVSNovartis AGADR3,823$527.0K<0.1%+622+19.4%AddedHistory
NYTNew York Times CoCL A7,556$524.6K<0.1%+905+13.6%AddedHistory
EXASExact Sciences CorpCOM5,158$523.8K<0.1%+2,213+75.1%AddedHistory
VRSNVerisign IncCOM2,154$523.4K<0.1%−982−31.3%ReducedHistory
NRGNRG Energy, Inc.Stock3,256$518.5K<0.1%+212+7.0%AddedHistory
CMCSAComcast CorpStock17,157$512.8K<0.1%+1,177+7.4%AddedHistory
VTRVentas, Inc.REIT6,626$512.7K<0.1%+2,389+56.4%AddedHistory
MKTXMarketaxess Holdings IncCOM2,826$512.2K<0.1%+2,183+339.5%AddedHistory
TDGTransDigm Group INCCOM384$511.5K<0.1%+40+11.6%AddedHistory
Eventide International ETF86280R761ETF20,023$508.4K<0.1%+20,023New–
GRMNGarmin LtdSHS2,505$508.1K<0.1%−750−23.0%ReducedHistory
THCTenet Healthcare CorpCOM NEW2,533$503.4K<0.1%+513+25.4%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM1,479$503.0K<0.1%+652+78.8%AddedHistory
ADTADT Inc.COM62,309$502.8K<0.1%+11,344+22.3%AddedHistory
ECLEcolab Inc.Stock1,905$500.2K<0.1%−8−0.4%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF6,662$500.0K<0.1%+438+7.0%Added–
VEEVVeeva Systems IncStock2,237$499.4K<0.1%−823−26.9%ReducedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF12,973$497.6K<0.1%+3,112+31.6%Added–
IBNIcici Bank LtdADR16,609$495.0K<0.1%+70+0.4%AddedHistory
VRTXVertex Pharmaceuticals IncStock1,091$494.3K<0.1%+159+17.1%AddedHistory
ADSKAutodesk, Inc.COM1,669$494.0K<0.1%+340+25.6%AddedHistory
BPBP PLCADR14,177$492.4K<0.1%−447−3.1%ReducedHistory
BWABorgwarner IncCOM10,917$491.9K<0.1%+1,343+14.0%AddedHistory
ITGartner IncCOM1,947$491.2K<0.1%+531+37.5%AddedHistory
CSXCSX CorpStock13,462$488.0K<0.1%+1,791+15.3%AddedHistory
ROSTRoss Stores, Inc.COM2,709$487.9K<0.1%+363+15.5%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM4,816$485.6K<0.1%+3,191+196.4%Added–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF5,411$482.7K<0.1%−3,149−36.8%Reduced–
IDXXIDEXX Laboratories IncCOM713$482.4K<0.1%+92+14.8%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF10,619$480.1K<0.1%−210−1.9%Reduced–
URIUnited Rentals, Inc.COM591$478.8K<0.1%+74+14.3%AddedHistory
Schwab Strategic Tr8085247141 5YR CORP BD19,189$477.8K<0.1%+15,500+420.2%Added–
JHGJanus Henderson Group Ltd.ORD SHS10,033$477.3K<0.1%+603+6.4%AddedHistory
STZConstellation Brands, Inc.Stock3,458$477.2K<0.1%−1,364−28.3%ReducedHistory
BMOBank of MontrealCOM3,666$475.8K<0.1%+353+10.7%AddedHistory
MTGMgic Investment CorpCOM16,264$475.2K<0.1%+2,368+17.0%AddedHistory
MCOMoodys CorpStock927$473.3K<0.1%−32−3.3%ReducedHistory
FISVFiserv IncStock6,988$469.3K<0.1%+3,222+85.6%AddedHistory
SYFSynchrony FinancialCOM5,618$468.7K<0.1%+231+4.3%AddedHistory
METMetlife IncStock5,908$466.4K<0.1%−729−11.0%ReducedHistory
SPDR Series Trust78464A805ST STR PR SP15005,644$465.6K<0.1%−1,469−20.7%Reduced–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD19,126$462.8K<0.1%+6,643+53.2%Added–
SANBanco Santander, S.A.ADR39,375$461.9K<0.1%+1,440+3.8%AddedHistory
iShares Tr464288885EAFE GRWTH ETF4,040$460.3K<0.1%−1,214−23.1%Reduced–
FDSFactset Research Systems IncStock1,579$458.2K<0.1%+1,421+899.4%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF7,942$457.3K<0.1%+310+4.1%Added–
TOLToll Brothers, Inc.COM3,352$453.3K<0.1%−71−2.1%ReducedHistory
OMCOmnicom Group Inc.COM5,610$453.0K<0.1%+3,668+188.9%AddedHistory
COKECoca-Cola Consolidated, Inc.COM2,955$453.0K<0.1%−8−0.3%ReducedHistory
Profesionally Managed Portfo74316P579AKRE FOCUS ETF6,892$451.5K<0.1%+6,892New–
ODFLOld Dominion Freight Line, Inc.COM2,853$447.4K<0.1%+375+15.1%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR84,042$445.4K<0.1%+4,496+5.7%AddedHistory
WPMWheaton Precious Metals Corp.COM3,785$444.9K<0.1%+244+6.9%AddedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$443.9K<0.1%00.0%Unchanged–
ATIAti IncStock3,867$443.8K<0.1%+910+30.8%AddedHistory
WECWec Energy Group, Inc.Stock4,173$440.2K<0.1%+1,358+48.2%AddedHistory
FNFabrinetSHS964$438.9K<0.1%+240+33.1%AddedHistory
ORealty Income CorpREIT7,769$437.9K<0.1%−452−5.5%ReducedHistory
HPEHewlett Packard Enterprise CoCOM18,143$435.8K<0.1%+2,214+13.9%AddedHistory
BABAAlibaba Group Holding LtdADR2,967$434.9K<0.1%+208+7.5%AddedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF8,585$434.3K<0.1%+221+2.6%Added–
HLIHoulihan Lokey, Inc.CL A2,478$431.7K<0.1%−49−1.9%ReducedHistory
NSCNorfolk Southern CorpStock1,492$431.0K<0.1%−27−1.8%ReducedHistory
SONYSony Group CorpSPONSORED ADR16,801$430.1K<0.1%+2,178+14.9%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$429.5K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock4,906$428.6K<0.1%+18+0.4%AddedHistory
AXSAxis Capital Holdings LtdSHS3,988$427.1K<0.1%+876+28.1%AddedHistory
AFLAflac IncStock3,870$426.8K<0.1%−991−20.4%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,226$424.5K<0.1%−2−0.1%Reduced–
BIIBBiogen Inc.COM2,398$422.1K<0.1%+151+6.7%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM1,061$421.9K<0.1%−69−6.1%ReducedHistory
MTDMettler Toledo International IncCOM302$421.0K<0.1%+8+2.7%AddedHistory
SYYSysco CorpStock5,714$421.0K<0.1%+2,411+73.0%AddedHistory
AWIArmstrong World Industries IncCOM2,203$421.0K<0.1%+136+6.6%AddedHistory
ARMArm Holdings PLCADR3,851$421.0K<0.1%−5,658−59.5%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF3,929$420.9K<0.1%−3,572−47.6%Reduced–
CMAComerica IncCOM4,831$420.0K<0.1%−322−6.2%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