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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
NTGRNetgear, Inc.COM378$9.00K<0.1%−49−11.5%ReducedHistory
CFCF Industries Holdings, Inc.COM84$9.00K<0.1%+56+200.0%AddedHistory
ORNOrion Group Holdings IncCOM3,550$9.00K<0.1%00.0%UnchangedHistory
MHOM/I Homes, Inc.COM191$9.00K<0.1%−54−22.0%ReducedHistory
WDCWestern Digital CorpCOM180$9.00K<0.1%−104−36.6%ReducedHistory
IPInternational Paper CoCOM193$9.00K<0.1%+76+65.0%AddedHistory
AVBAvalonbay Communities IncCOM36$9.00K<0.1%+14+63.6%AddedHistory
NPOEnpro Inc.COM94$9.00K<0.1%00.0%UnchangedHistory
VTOLBristow Group Inc.COM241$9.00K<0.1%00.0%UnchangedHistory
FLGTFulgent Genetics, Inc.COM152$9.00K<0.1%00.0%UnchangedHistory
KELYAKelly Services IncCL A425$9.00K<0.1%+425NewHistory
KOSKosmos Energy Ltd.COM1,228$9.00K<0.1%00.0%UnchangedHistory
HZOMarinemax IncCOM224$9.00K<0.1%00.0%UnchangedHistory
SPTSprout Social, Inc.COM CL A111$9.00K<0.1%00.0%UnchangedHistory
RTLNecessity Retail REIT, Inc.COM CLASS A1,162$9.00K<0.1%+905+352.1%AddedHistory
China Petroleum & Chemical C16941R108SPON ADR H SHS184$9.00K<0.1%00.0%Unchanged–
DRDDrdgold LtdSPON ADR REPSTG1,000$9.00K<0.1%00.0%UnchangedHistory
DEAEasterly Government Properties, Inc.COM417$9.00K<0.1%−10−2.3%ReducedHistory
HOLXHologic IncCOM112$9.00K<0.1%+20+21.7%AddedHistory
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$9.00K<0.1%00.0%Unchanged–
JHXJames Hardie Industries plcSPONSORED ADR276$9.00K<0.1%+36+15.0%AddedHistory
MSBMesabi TrustCTF BEN INT345$9.00K<0.1%00.0%UnchangedHistory
Natura &CO Hldg S A63884N108ADS843$9.00K<0.1%+349+70.6%Added–
TUPTupperware Brands CorpCOM456$9.00K<0.1%+456NewHistory
VTRSViatris IncStock864$10.0K<0.1%−403−31.8%ReducedHistory
CTRACoterra Energy Inc.Stock359$10.0K<0.1%+61+20.5%AddedHistory
ARK Innovation ETF00214Q104ETF146$10.0K<0.1%+81+124.6%Added–
State Street Utilities Select Sector SPDR ETF81369Y886ETF130$10.0K<0.1%−38−22.6%Reduced–
KNSLKinsale Capital Group, Inc.Stock46$10.0K<0.1%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT107$10.0K<0.1%+36+50.7%AddedHistory
CPBCAMPBELL'S CoCOM219$10.0K<0.1%+41+23.0%AddedHistory
Global X FDS37954Y442CLOUD COMPUTNG448$10.0K<0.1%−254−36.2%Reduced–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR720$10.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y657US PFD ETF413$10.0K<0.1%00.0%Unchanged–
EPCEdgewell Personal Care CoCOM264$10.0K<0.1%+133+101.5%AddedHistory
UNFIUnited Natural Foods IncCOM261$10.0K<0.1%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS288$10.0K<0.1%+221+329.9%AddedHistory
AVAAvista CorpCOM223$10.0K<0.1%00.0%UnchangedHistory
PEGAPegasystems IncCOM122$10.0K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM329$10.0K<0.1%+329NewHistory
MFCManulife Financial CorpCOM466$10.0K<0.1%00.0%UnchangedHistory
FITBFifth Third BancorpCOM229$10.0K<0.1%00.0%UnchangedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B113$10.0K<0.1%+46+68.7%AddedHistory
PNWPinnacle West Capital CorpCOM117$10.0K<0.1%+16+15.8%AddedHistory
SONYSony Group CorpSPONSORED ADR104$10.0K<0.1%−1,744−94.4%ReducedHistory
ProShares Tr74348A467S&P 500 DV ARIST110$10.0K<0.1%00.0%Unchanged–
HMCHonda Motor Co LtdADR ECH CNV IN 3365$10.0K<0.1%+312+588.7%AddedHistory
OISOil States International, IncCOM1,465$10.0K<0.1%00.0%UnchangedHistory
ADUSAddus HomeCare CorpCOM110$10.0K<0.1%+25+29.4%AddedHistory
MTHMeritage Homes CORPCOM124$10.0K<0.1%+124NewHistory
ILMNIllumina, Inc.COM29$10.0K<0.1%+8+38.1%AddedHistory
ALKAlaska Air Group, Inc.COM172$10.0K<0.1%+73+73.7%AddedHistory
Fidelity Covington Trust316092857MSCI RL EST ETF319$10.0K<0.1%00.0%Unchanged–
LILi Auto Inc.SPONSORED ADS388$10.0K<0.1%+96+32.9%AddedHistory
UHTUniversal Health Realty Income TrustSH BEN INT163$10.0K<0.1%00.0%UnchangedHistory
WNCWabash National CorpCOM658$10.0K<0.1%00.0%UnchangedHistory
CCMPCMC Materials, Inc.COM52$10.0K<0.1%00.0%UnchangedHistory
KAMNKAMAN CorpCOM234$10.0K<0.1%00.0%UnchangedHistory
UCOProShares Trust IIULTA BLMBG 201768$10.0K<0.1%00.0%UnchangedHistory
SUMSummit Materials, Inc.CL A319$10.0K<0.1%00.0%UnchangedHistory
ODPODP CorpCOM217$10.0K<0.1%+217NewHistory
TSEOQTrinseo PLCCOM216$10.0K<0.1%+65+43.0%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF202$11.0K<0.1%−8−3.8%ReducedConverted for a 2-for-1 split–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF111$11.0K<0.1%+111New–
MRNAModerna, Inc.Stock64$11.0K<0.1%−14−17.9%ReducedHistory
SMPStandard Motor Products, Inc.Stock247$11.0K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock130$11.0K<0.1%−350−72.9%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR1,675$11.0K<0.1%+185+12.4%AddedHistory
STBAS&T Bancorp IncCOM358$11.0K<0.1%00.0%UnchangedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR1,047$11.0K<0.1%00.0%UnchangedHistory
ABGAsbury Automotive Group IncCOM70$11.0K<0.1%+41+141.4%AddedHistory
LCIILci IndustriesCOM103$11.0K<0.1%+103NewHistory
NBTBNBT Bancorp IncCOM319$11.0K<0.1%00.0%UnchangedHistory
SCSCScansource, Inc.COM314$11.0K<0.1%00.0%UnchangedHistory
CVSACovista Inc.COM382$11.0K<0.1%+382NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR119$11.0K<0.1%−867−87.9%ReducedHistory
RUNSunrun Inc.COM355$11.0K<0.1%00.0%UnchangedHistory
HSTHost Hotels & Resorts, Inc.COM580$11.0K<0.1%+156+36.8%AddedHistory
MSMMSC Industrial Direct Co IncCL A134$11.0K<0.1%00.0%UnchangedHistory
GRFSGrifols SASP ADR REP B NVT922$11.0K<0.1%00.0%UnchangedHistory
VPGVishay Precision Group, Inc.COM356$11.0K<0.1%+356NewHistory
FCFFirst Commonwealth Financial CorpCOM746$11.0K<0.1%00.0%UnchangedHistory
CELHCelsius Holdings, Inc.COM NEW194$11.0K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$11.0K<0.1%+498New–
iShares Tr464288273EAFE SML CP ETF173$11.0K<0.1%−2,058−92.2%Reduced–
STXSeagate Technology Holdings plcORD SHS123$11.0K<0.1%+18+17.1%AddedHistory
MTUSMetallus Inc.COM491$11.0K<0.1%00.0%UnchangedHistory
GCOGenesco IncCOM169$11.0K<0.1%00.0%UnchangedHistory
GDOTGreen Dot CorpCL A401$11.0K<0.1%+130+48.0%AddedHistory
MATWMatthews International CorpCL A344$11.0K<0.1%00.0%UnchangedHistory
PHIPLDT Inc.SPONSORED ADR294$11.0K<0.1%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM130$11.0K<0.1%−25−16.1%ReducedHistory
RPT Realty74971D101SH BEN INT847$11.0K<0.1%00.0%Unchanged–
RIGLRigel Pharmaceuticals IncCOM NEW3,869$11.0K<0.1%+3,869NewHistory
VMWVmware LLCCL A COM97$11.0K<0.1%+46+90.2%AddedHistory
Vanguard S&P 500 Growth ETF921932505ETF44$12.0K<0.1%−6−12.0%Reduced–
MKCMcCormick & Co IncStock120$12.0K<0.1%+34+39.5%AddedHistory
DNOWDNOW Inc.COM1,069$12.0K<0.1%+156+17.1%AddedHistory
GLGlobe Life Inc.COM119$12.0K<0.1%+79+197.5%AddedHistory
MPMP Materials Corp.COM CL A213$12.0K<0.1%+155+267.2%AddedHistory

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