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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 25, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
1,717
−66 vs. Q4 2021
Portfolio value
$394.3M
+$37.1M (+10.4%) vs. Q4 2021
Filed
May 25, 2022
SEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF4$00.0%00.0%UnchangedConverted for a 2-for-1 split–
VNTVontier CorpStock1$00.0%−47−97.9%ReducedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF2$00.0%+2New–
KDKyndryl Holdings, Inc.Stock47$00.0%−17−26.6%ReducedHistory
ZIMVZimVie Inc.Stock22$00.0%+22NewHistory
ALBAlbemarle CorpStock2$00.0%−7−77.8%ReducedHistory
UAAUnder Armour, Inc.Stock14$00.0%−37−72.5%ReducedHistory
TECHBIO-TECHNE CorpCOM1$00.0%+1NewHistory
TPGTPG Inc.COM CL A2$00.0%+2NewHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK5$00.0%+5New–
SLVMSylvamo CorpCOMMON STOCK9$00.0%00.0%UnchangedHistory
LEN.BLennar CorpCL B1$00.0%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK6$00.0%−30−83.3%ReducedHistory
MANUManchester United plcORD CL A10$00.0%00.0%UnchangedHistory
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF4$00.0%−21−84.0%Reduced–
Dimensional ETF Trust25434V104US CORE EQT MKT9$00.0%+9New–
Pacer FDS Tr69374H741DATA AND INFRAST10$00.0%−109−91.6%Reduced–
BYNDBeyond Meat, Inc.COM5$00.0%−27−84.4%ReducedHistory
BRCCBRC Inc.COM CL A5$00.0%+5NewHistory
FLNAFilana Therapeutics, Inc.COM5$00.0%00.0%UnchangedHistory
KODKodiak Sciences Inc.COM40$00.0%00.0%UnchangedHistory
LELands' End, Inc.COM3$00.0%00.0%UnchangedHistory
VYXNCR Voyix CorpCOM12$00.0%00.0%UnchangedHistory
NVCRNovoCure LtdORD SHS12$00.0%+12NewHistory
AJRDAerojet Rocketdyne Holdings, Inc.COM6$00.0%+6NewHistory
AEVAAeva Technologies, Inc.COM100$00.0%00.0%UnchangedHistory
AUVIApplied UV, Inc.COM100$00.0%00.0%UnchangedHistory
EXASExact Sciences CorpCOM5$00.0%00.0%UnchangedHistory
IZEAIZEA Worldwide, Inc.COM7$00.0%00.0%UnchangedHistory
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%Unchanged–
SWNSouthwestern Energy CoCOM1$00.0%00.0%UnchangedHistory
PSFEPaysafe LtdORD40$00.0%00.0%UnchangedHistory
Schwab Emerging Markets Equity ETF808524706ETF23$1.00K<0.1%−44−65.7%Reduced–
Vanguard Consumer Staples ETF92204A207ETF4$1.00K<0.1%00.0%Unchanged–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.00K<0.1%00.0%Unchanged–
FSLRFirst Solar, Inc.Stock10$1.00K<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock40$1.00K<0.1%−175−81.4%ReducedHistory
GXOGXO Logistics, Inc.Stock14$1.00K<0.1%00.0%UnchangedHistory
ONLOrion Properties Inc.REIT49$1.00K<0.1%+49NewHistory
KTBKontoor Brands, Inc.Stock36$1.00K<0.1%00.0%UnchangedHistory
ALKTAlkami Technology, Inc.Stock102$1.00K<0.1%00.0%UnchangedHistory
FFIVF5, Inc.Stock6$1.00K<0.1%00.0%UnchangedHistory
TDCTeradata CorpStock12$1.00K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q807SPACE & DEFENSE50$1.00K<0.1%00.0%Unchanged–
QSQuantumScape CorpCOM CL A50$1.00K<0.1%−87−63.5%ReducedHistory
JXNJackson Financial Inc.COM CL A18$1.00K<0.1%−143−88.8%ReducedHistory
FBINFortune Brands Innovations, Inc.COM17$1.00K<0.1%00.0%UnchangedHistory
MHKMohawk Industries IncCOM5$1.00K<0.1%00.0%UnchangedHistory
RLRalph Lauren CorpCL A8$1.00K<0.1%−11−57.9%ReducedHistory
HOGHarley-Davidson, Inc.COM14$1.00K<0.1%00.0%UnchangedHistory
iShares Tr46434V274INTL EQTY FACTOR38$1.00K<0.1%+2+5.6%Added–
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1.00K<0.1%00.0%UnchangedHistory
BFHBread Financial Holdings, Inc.COM17$1.00K<0.1%00.0%UnchangedHistory
BBIOBridgeBio Pharma, Inc.COM109$1.00K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A821ST STR SP400GRW20$1.00K<0.1%00.0%Unchanged–
PACBPacific Biosciences of California, Inc.COM113$1.00K<0.1%00.0%UnchangedHistory
HSICHenry Schein IncCOM16$1.00K<0.1%+4+33.3%AddedHistory
TBBKBancorp, Inc.COM51$1.00K<0.1%00.0%UnchangedHistory
RIGTransocean Ltd.REGISTERED SHS240$1.00K<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM17$1.00K<0.1%00.0%UnchangedHistory
BCEBce IncCOM NEW18$1.00K<0.1%+18NewHistory
CGCarlyle Group Inc.COM28$1.00K<0.1%00.0%UnchangedHistory
NXHNeighborhood Intelligence, Inc.COM18$1.00K<0.1%00.0%UnchangedHistory
ZZillow Group, Inc.CL C CAP STK30$1.00K<0.1%+30NewHistory
AKBAAkebia Therapeutics, Inc.COM1,250$1.00K<0.1%00.0%UnchangedHistory
ALDXAldeyra Therapeutics, Inc.COM213$1.00K<0.1%00.0%UnchangedHistory
BANDBandwidth Inc.COM CL A33$1.00K<0.1%00.0%UnchangedHistory
CATOCato CorpCL A73$1.00K<0.1%00.0%UnchangedHistory
CSRCenterspaceCOM15$1.00K<0.1%00.0%UnchangedHistory
HLITHarmonic Inc.COM140$1.00K<0.1%00.0%UnchangedHistory
NWSNews CorpCL B44$1.00K<0.1%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW17$1.00K<0.1%00.0%UnchangedHistory
SLQTSelectQuote, Inc.COM259$1.00K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.00K<0.1%00.0%Unchanged–
WWRWestwater Resources, Inc.COM NEW500$1.00K<0.1%00.0%UnchangedHistory
AMCAMC Entertainment Holdings, Inc.CL A COM55$1.00K<0.1%00.0%UnchangedHistory
ACCAmerican Campus Communities IncCOM12$1.00K<0.1%00.0%UnchangedHistory
ARRArmour Residential REIT, Inc.COM NEW167$1.00K<0.1%+167NewHistory
DMDesktop Metal, Inc.COM CL A180$1.00K<0.1%00.0%UnchangedHistory
NAPADuckhorn Portfolio, Inc.COM33$1.00K<0.1%00.0%UnchangedHistory
DRRXDurect CorpCOM1,000$1.00K<0.1%00.0%UnchangedHistory
FBCFlagstar Bancorp IncCOM PAR .00132$1.00K<0.1%00.0%UnchangedHistory
Global X FDS37950E408MSCI CHINA CNSMR50$1.00K<0.1%−140−73.7%Reduced–
HMTVHemisphere Media Group, Inc.CL A323$1.00K<0.1%−72−18.2%ReducedHistory
HTHersha Hospitality TrustPR SHS BEN INT135$1.00K<0.1%00.0%UnchangedHistory
NVTAInvitae CorpCOM121$1.00K<0.1%00.0%UnchangedHistory
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$1.00K<0.1%00.0%Unchanged–
NGLNGL Energy Partners LPCOM UNIT REPST250$1.00K<0.1%00.0%UnchangedHistory
NATINational Instruments CorpCOM29$1.00K<0.1%00.0%UnchangedHistory
Northern LTS FD Tr IV66538H351INDPIRE FAITH LR30$1.00K<0.1%00.0%Unchanged–
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD31$1.00K<0.1%00.0%Unchanged–
ProShares Tr74347B169ONLINE RTL ETF30$1.00K<0.1%00.0%Unchanged–
The Very Good Food Co Inc Cad88340B109Common Stock1,000$1.00K<0.1%00.0%Unchanged–
VZIOVizio Holding Corp.CL A COM90$1.00K<0.1%−125−58.1%ReducedHistory
AMCRAmcor plcORD126$1.00K<0.1%−48−27.6%ReducedHistory
Jacob FDS Inc469785703FORWARD ETF100$1.00K<0.1%00.0%Unchanged–
WEBRWeber Inc.CL A142$1.00K<0.1%−396−73.6%ReducedHistory
Schwab U.S. Large-Cap ETF808524201ETF46$2.00K<0.1%+28+155.6%AddedConverted for a 2-for-1 split–
UGIUgi CorpStock52$2.00K<0.1%+52NewHistory
LUMNLumen Technologies, Inc.Stock176$2.00K<0.1%−910−83.8%ReducedHistory

Sold out since Q4 2021 (213)

Positions held at the end of Q4 2021 that are gone from this filing.

The largest 100 of 213 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ETF Ser Solutions26922A511US DIVERSIFIED11,512$454.0K0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,240$362.0K0.1%–
PLANAnaplan, Inc.COM4,015$184.0K0.1%History
iShares Select Dividend ETF464287168ETF734$90.0K<0.1%–
ZSZscaler, Inc.Stock250$80.0K<0.1%History
MDYSPDR S&P Midcap 400 ETF TrustETF108$56.0K<0.1%History
BURLBurlington Stores, Inc.COM131$38.0K<0.1%History
NETCloudflare, Inc.CL A COM261$34.0K<0.1%History
OPTUOptimum Communications, Inc.CL A2,029$33.0K<0.1%History
Farfetch Ltd30744W107ORD SH CL A921$31.0K<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A681$30.0K<0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,678$27.0K<0.1%History
DCBODocebo Inc.COM396$27.0K<0.1%History
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,268$27.0K<0.1%–
AEEAmeren CorpCOM291$26.0K<0.1%History
TREELendingTree, Inc.COM192$24.0K<0.1%History
JDJD.com, Inc.SPON ADS CL A315$22.0K<0.1%History
VanEck Vectors ETF Tr92189F403RUSSIA ETF809$22.0K<0.1%–
CNVYConvey Health Solutions Holdings, Inc.COM2,723$22.0K<0.1%History
Cornerstone Building Brands, Inc.21925D109COM1,200$21.0K<0.1%–
FMBIFirst Midwest Bancorp IncCOM975$20.0K<0.1%History
MGLNMagellan Health IncCOM NEW209$20.0K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS347$19.0K<0.1%–
AMBPArdagh Metal Packaging S.A.SHS2,101$19.0K<0.1%History
RBNCReliant Bancorp, Inc.COM533$19.0K<0.1%History
OSISOsi Systems IncCOM183$17.0K<0.1%History
PUBMPubMatic, Inc.COM CL A500$17.0K<0.1%History
Royal Dutch Shell PLC780259107SPON ADR B391$17.0K<0.1%–
HFCHollyFrontier CorpCOM430$14.0K<0.1%History
PAEPAE IncCOM CL A1,410$14.0K<0.1%History
COOKTraeger, Inc.COMMON STOCK1,126$14.0K<0.1%History
SPNTSiriusPoint LtdCOM1,625$13.0K<0.1%History
KRAKraton CorpCOM272$13.0K<0.1%History
ONTFON24 Inc.COM712$13.0K<0.1%History
DIDIYDiDi Global Inc.SPONSORED ADS2,652$13.0K<0.1%History
WGOWinnebago Industries IncCOM158$12.0K<0.1%History
SUISun Communities IncCOM52$11.0K<0.1%History
TASTCarrols Restaurant Group, Inc.COM3,723$11.0K<0.1%History
CPACopa Holdings, S.A.CL A124$10.0K<0.1%History
LGNDLigand Pharmaceuticals IncCOM NEW62$10.0K<0.1%History
RHRHCOM19$10.0K<0.1%History
LZLegalzoom.com, Inc.COM608$10.0K<0.1%History
GESGuess IncCOM443$10.0K<0.1%History
MTTRMatterport, Inc.COM CL A500$10.0K<0.1%History
SNOWSnowflake Inc.Stock27$9.00K<0.1%History
TTMITTM Technologies IncCOM578$9.00K<0.1%History
NATNordic American Tankers LtdCOM5,312$9.00K<0.1%History
BRF SA10552T107SPONSORED ADR2,271$9.00K<0.1%–
FRTAForterra, Inc.COM371$9.00K<0.1%History
GWBGreat Western Bancorp, Inc.COM266$9.00K<0.1%History
NTUSNatus Medical IncCOM386$9.00K<0.1%History
TCOMTrip.com Group LtdADS293$8.00K<0.1%History
XMTRXometry, Inc.CLASS A COM162$8.00K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF48$8.00K<0.1%–
PAYAPaya Holdings Inc.COM CL A1,322$8.00K<0.1%History
VLDRVelodyne Lidar, Inc.COM1,683$8.00K<0.1%History
MKTXMarketaxess Holdings IncCOM18$7.00K<0.1%History
PRSUPursuit Attractions & Hospitality, Inc.COM157$7.00K<0.1%History
AVAHAveanna Healthcare Holdings, Inc.COM946$7.00K<0.1%History
TDOCTeladoc Health, Inc.COM77$7.00K<0.1%History
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7.00K<0.1%–
STFCState Auto Financial CORPCOM132$7.00K<0.1%History
INFOIHS Markit Ltd.SHS56$7.00K<0.1%History
WENWendy's CoStock251$6.00K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF55$6.00K<0.1%–
TPLTexas Pacific Land CorpStock5$6.00K<0.1%History
CTRECareTrust REIT, Inc.COM273$6.00K<0.1%History
MGAMagna International IncCOM79$6.00K<0.1%History
LZBLa-Z-Boy IncCOM151$6.00K<0.1%History
PARRPar Pacific Holdings, Inc.COM NEW386$6.00K<0.1%History
ERICEricsson LM Telephone CoADR B SEK 10522$6.00K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW76$6.00K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM289$6.00K<0.1%History
XLNXXilinx IncCOM27$6.00K<0.1%History
ARGXArgenx SESPONSORED ADR13$5.00K<0.1%History
IGRCbre Global Real Estate Income FundCOM551$5.00K<0.1%History
CNKCinemark Holdings, Inc.COM290$5.00K<0.1%History
VVXV2X, Inc.COM120$5.00K<0.1%History
VITLVital Farms, Inc.COM285$5.00K<0.1%History
ADVAdvantage Solutions Inc.COM CL A632$5.00K<0.1%History
OSHOak Street Health, Inc.COM161$5.00K<0.1%History
AZZAzz IncCOM80$4.00K<0.1%History
ELFe.l.f. Beauty, Inc.COM114$4.00K<0.1%History
PPLIPeople IncCOM NEW30$4.00K<0.1%History
BHKBlackRock Core Bond TrustSHS BEN INT268$4.00K<0.1%History
BEKEKE Holdings Inc.SPONSORED ADS234$4.00K<0.1%History
COLLCollegium Pharmaceutical, IncCOM190$4.00K<0.1%History
TRUTransUnionCOM33$4.00K<0.1%History
DDD3D Systems CorpCOM NEW177$4.00K<0.1%History
ATHMAutohome Inc.SP ADS RP CL A132$4.00K<0.1%History
MNROMonro, Inc.COM69$4.00K<0.1%History
SHOEShoe Station Group IncCOM90$4.00K<0.1%History
TEADTeads Holding Co.COM274$4.00K<0.1%History
VMDViemed Healthcare, Inc.COM789$4.00K<0.1%History
VNETVNET Group, Inc.SPONSORED ADS A395$4.00K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A192$4.00K<0.1%History
CBAYCymaBay Therapeutics, Inc.COM1,050$4.00K<0.1%History
iShares Tr464287382JPX NIKKEI 40050$4.00K<0.1%–
ITIIteris, Inc.COM997$4.00K<0.1%History
BFXBowflex Inc.COM673$4.00K<0.1%History