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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 International Equity ETF808524805ETF229$8.00K<0.1%00.0%Unchanged–
iShares Core MSCI Total International Stock ETF46432F834ETF125$8.00K<0.1%00.0%Unchanged–
PAYCPaycom Software, Inc.Stock24$8.00K<0.1%−10−29.4%ReducedHistory
QRVOQorvo, Inc.Stock70$8.00K<0.1%+16+29.6%AddedHistory
ONCBeOne Medicines Ltd.ADR42$8.00K<0.1%+8+23.5%AddedHistory
PENNPENN Entertainment, Inc.COM178$8.00K<0.1%−116−39.5%ReducedHistory
BMOBank of MontrealCOM63$8.00K<0.1%00.0%UnchangedHistory
RRCRange Resources CorpCOM260$8.00K<0.1%−158−37.8%ReducedHistory
EFREaton Vance Senior Floating-Rate TrustCOM599$8.00K<0.1%−101−14.4%ReducedHistory
AVDAmerican Vanguard CorpCOM402$8.00K<0.1%+402NewHistory
PVHPVH Corp.COM105$8.00K<0.1%+81+337.5%AddedHistory
ASTEAstec Industries IncCOM184$8.00K<0.1%+184NewHistory
NTESNetEase, Inc.SPONSORED ADS89$8.00K<0.1%+11+14.1%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM223$8.00K<0.1%+223NewHistory
HCSGHealthcare Services Group IncCOM432$8.00K<0.1%+432NewHistory
THCTenet Healthcare CorpCOM NEW92$8.00K<0.1%00.0%UnchangedHistory
BENFranklin Templeton IncCOM277$8.00K<0.1%+10+3.7%AddedHistory
TXTTextron IncCOM96$8.00K<0.1%−25−20.7%ReducedHistory
ARWArrow Electronics, Inc.COM67$8.00K<0.1%00.0%UnchangedHistory
MOG.AMoog Inc.CL A95$8.00K<0.1%00.0%UnchangedHistory
TREXTrex Co IncCOM124$8.00K<0.1%00.0%UnchangedHistory
WINGWingstop Inc.COM64$8.00K<0.1%00.0%UnchangedHistory
PUMPProPetro Holding Corp.COM579$8.00K<0.1%00.0%UnchangedHistory
GVAGranite Construction IncCOM226$8.00K<0.1%−152−40.2%ReducedHistory
OMCLOmnicell, Inc.COM64$8.00K<0.1%−17−21.0%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK136$8.00K<0.1%−3−2.2%ReducedHistory
NOKNokia CorpSPONSORED ADR1,528$8.00K<0.1%+733+92.2%AddedHistory
CPRICapri Holdings LtdSHS157$8.00K<0.1%00.0%UnchangedHistory
IPARInterparfums IncCOM87$8.00K<0.1%00.0%UnchangedHistory
KIMKimco Realty CorpCOM304$8.00K<0.1%+158+108.2%AddedHistory
EGEverest Group, Ltd.COM28$8.00K<0.1%+9+47.4%AddedHistory
iShares Tr46435G326CORE MSCI INTL127$8.00K<0.1%00.0%Unchanged–
iShares Tr464288687PFD AND INCM SEC227$8.00K<0.1%+2+0.9%Added–
MDPediatrix Medical Group, Inc.COM330$8.00K<0.1%+263+392.5%AddedHistory
VRSKVerisk Analytics, Inc.COM39$8.00K<0.1%+14+56.0%AddedHistory
XPROExpro LtdCOM431$8.00K<0.1%00.0%UnchangedHistory
TBITrueBlue, Inc.COM287$8.00K<0.1%00.0%UnchangedHistory
EVTCEVERTEC, Inc.COM188$8.00K<0.1%+188NewHistory
MEDPMedpace Holdings, Inc.COM46$8.00K<0.1%−8−14.8%ReducedHistory
NWBINorthwest Bancshares, Inc.COM558$8.00K<0.1%00.0%UnchangedHistory
INSPInspire Medical Systems, Inc.COM32$8.00K<0.1%00.0%UnchangedHistory
ETDEthan Allen Interiors IncCOM327$8.00K<0.1%+157+92.4%AddedHistory
CVICVR Energy IncCOM299$8.00K<0.1%00.0%UnchangedHistory
CARAvis Budget Group, Inc.COM31$8.00K<0.1%00.0%UnchangedHistory
CWTCalifornia Water Service GroupCOM128$8.00K<0.1%−40−23.8%ReducedHistory
CCRNCross Country Healthcare IncCOM339$8.00K<0.1%00.0%UnchangedHistory
DCOMDime Commercial Bancshares, Inc.COM236$8.00K<0.1%00.0%UnchangedHistory
GPREGreen Plains Inc.COM251$8.00K<0.1%−135−35.0%ReducedHistory
MERCMercer International Inc.COM610$8.00K<0.1%00.0%UnchangedHistory
MEIMethode Electronics IncCOM165$8.00K<0.1%00.0%UnchangedHistory
OFIXOrthofix Medical Inc.COM242$8.00K<0.1%+242NewHistory
CNXNPC Connection IncCOM155$8.00K<0.1%+114+278.0%AddedHistory
SAFTSafety Insurance Group IncCOM87$8.00K<0.1%00.0%UnchangedHistory
SCHLScholastic CorpCOM193$8.00K<0.1%00.0%UnchangedHistory
TCMDTactile Systems Technology IncCOM392$8.00K<0.1%+392NewHistory
ARNCArconic CorpCOM298$8.00K<0.1%−958−76.3%ReducedHistory
Barnes Group Inc067806109COM207$8.00K<0.1%00.0%Unchanged–
CSIICardiovascular Systems IncCOM342$8.00K<0.1%−104−23.3%ReducedHistory
CNRCore Natural Resources, Inc.COM211$8.00K<0.1%00.0%UnchangedHistory
GDSGDS Holdings LtdSPONSORED ADS193$8.00K<0.1%+193NewHistory
MGPMGM Growth Properties LLCCL A COM210$8.00K<0.1%+210NewHistory
NWGNatWest Group plcSPONS ADR 2 ORD1,454$8.00K<0.1%+854+142.3%AddedHistory
Adamas Trust, Inc.649604501COM PAR $.022,218$8.00K<0.1%+1,566+240.2%Added–
NKLANikola CorpCOM718$8.00K<0.1%+118+19.7%AddedHistory
OFEDOconee Federal Financial Corp.COM375$8.00K<0.1%00.0%UnchangedHistory
TELFYTelefonica S ASPONSORED ADR1,830$8.00K<0.1%00.0%UnchangedHistory
Two Harbors Investment Corp.90187B408COM NEW1,495$8.00K<0.1%+452+43.3%Added–
BHVNBiohaven Ltd.COM68$8.00K<0.1%00.0%UnchangedHistory
Aris Water Solutions, Inc.04041L106CLASS A COM455$8.00K<0.1%+455New–
CLXClorox CoStock65$9.00K<0.1%−12−15.6%ReducedHistory
SJMJ M SMUCKER CoStock64$9.00K<0.1%+20+45.5%AddedHistory
DELLDell Technologies Inc.Stock183$9.00K<0.1%+64+53.8%AddedHistory
LMNDLemonade, Inc.Stock352$9.00K<0.1%−250−41.5%ReducedHistory
FLRFluor CorpStock300$9.00K<0.1%00.0%UnchangedHistory
ETREntergy CorpCOM80$9.00K<0.1%+52+185.7%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF230$9.00K<0.1%−150−39.5%Reduced–
ICLRIcon PLCCOM36$9.00K<0.1%00.0%UnchangedHistory
AROCArchrock, Inc.COM1,028$9.00K<0.1%00.0%UnchangedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR936$9.00K<0.1%00.0%UnchangedHistory
SAHSonic Automotive IncCL A201$9.00K<0.1%00.0%UnchangedHistory
BIIBBiogen Inc.COM44$9.00K<0.1%−67−60.4%ReducedHistory
HLIHoulihan Lokey, Inc.CL A100$9.00K<0.1%+100NewHistory
BEAMBeam Therapeutics Inc.COM154$9.00K<0.1%00.0%UnchangedHistory
FMCFMC CorpCOM NEW68$9.00K<0.1%+9+15.3%AddedHistory
KEYKeycorpCOM411$9.00K<0.1%+99+31.7%AddedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG625$9.00K<0.1%00.0%UnchangedHistory
DXCMDexcom IncCOM17$9.00K<0.1%−17−50.0%ReducedHistory
Timothy Plan887432359US LRGMD CP CORE244$9.00K<0.1%00.0%Unchanged–
LITELumentum Holdings Inc.COM95$9.00K<0.1%00.0%UnchangedHistory
WSOWatsco IncCOM30$9.00K<0.1%+30NewHistory
NDAQNasdaq, Inc.COM48$9.00K<0.1%−45−48.4%ReducedHistory
IMOImperial Oil LtdCOM NEW189$9.00K<0.1%00.0%UnchangedHistory
AZTAAzenta, Inc.COM110$9.00K<0.1%+110NewHistory
SSPE.W. Scripps CoCL A NEW435$9.00K<0.1%00.0%UnchangedHistory
ADCAgree Realty CorpCOM141$9.00K<0.1%−63−30.9%ReducedHistory
STLAStellantis N.V.SHS572$9.00K<0.1%+302+111.9%AddedHistory
DTEDte Energy CoCOM67$9.00K<0.1%−6−8.2%ReducedHistory
HALOHalozyme Therapeutics, Inc.COM215$9.00K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R812ST STR MSCI USAQ71$9.00K<0.1%00.0%Unchanged–
SXCSunCoke Energy, Inc.COM924$9.00K<0.1%00.0%UnchangedHistory

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