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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
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–
EVRGEvergy, Inc.Stock103$7.00K<0.1%+33+47.1%AddedHistory
EIXEdison InternationalStock102$7.00K<0.1%−377−78.7%ReducedHistory
AIRAar CorpStock142$7.00K<0.1%00.0%UnchangedHistory
CCJCameco CorpStock216$7.00K<0.1%00.0%UnchangedHistory
NRGNRG Energy, Inc.Stock165$7.00K<0.1%+111+205.6%AddedHistory
RCReady Capital CorpCOM448$7.00K<0.1%−96−17.6%ReducedHistory
CASYCaseys General Stores IncCOM33$7.00K<0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM26$7.00K<0.1%−69−72.6%ReducedHistory
MYEMyers Industries IncCOM340$7.00K<0.1%+340NewHistory
JAZZJazz Pharmaceuticals plcSHS USD43$7.00K<0.1%−5−10.4%ReducedHistory
GGenpact LTDSHS166$7.00K<0.1%−387−70.0%ReducedHistory
BANFBancfirst CorpCOM82$7.00K<0.1%00.0%UnchangedHistory
WATWaters CorpCOM20$7.00K<0.1%+6+42.9%AddedHistory
DOCHealthpeak Properties, Inc.COM210$7.00K<0.1%+102+94.4%AddedHistory
Flexshares Tr33939L605IBOXX 5YR TRGT247$7.00K<0.1%00.0%Unchanged–
YUMCYum China Holdings, Inc.COM169$7.00K<0.1%−149−46.9%ReducedHistory
WYNNWynn Resorts LtdCOM85$7.00K<0.1%+46+117.9%AddedHistory
RBCRBC Bearings INCCOM34$7.00K<0.1%+34NewHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD581$7.00K<0.1%00.0%UnchangedHistory
CALMCal-Maine Foods IncCOM NEW121$7.00K<0.1%00.0%UnchangedHistory
LYGLloyds Banking Group plcSPONSORED ADR2,918$7.00K<0.1%−1,723−37.1%ReducedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$7.00K<0.1%00.0%UnchangedHistory
RAREUltragenyx Pharmaceutical Inc.COM85$7.00K<0.1%−66−43.7%ReducedHistory
MPAAMotorcar Parts of America IncCOM410$7.00K<0.1%+410NewHistory
WFWoori Financial Group Inc.SPONSORED ADS201$7.00K<0.1%00.0%UnchangedHistory
PJTPJT Partners Inc.COM CL A105$7.00K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7.00K<0.1%00.0%Unchanged–
AHRTAH Realty Trust, Inc.COM456$7.00K<0.1%00.0%UnchangedHistory
BGSB&G Foods, Inc.COM267$7.00K<0.1%+267NewHistory
BBTBeacon Financial CorpCOM246$7.00K<0.1%00.0%UnchangedHistory
BILIBilibili Inc.SPONS ADS REP Z288$7.00K<0.1%+188+188.0%AddedHistory
BLNKBlink Charging Co.COM250$7.00K<0.1%00.0%UnchangedHistory
CLDTChatham Lodging TrustCOM502$7.00K<0.1%00.0%UnchangedHistory
AEGAegon Ltd.NY REGISTRY SHS1,253$7.00K<0.1%00.0%UnchangedHistory
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW61$7.00K<0.1%−11−15.3%Reduced–
DISHDISH Network CORPCL A223$7.00K<0.1%+140+168.7%AddedHistory
HBIHanesbrands Inc.COM486$7.00K<0.1%00.0%UnchangedHistory
MDCSekisui House U.S., Inc.COM194$7.00K<0.1%−2−1.0%ReducedHistory
OPIOffice Properties Income TrustCOM SHS BEN INT278$7.00K<0.1%00.0%UnchangedHistory
ROCCBaytex Energy USA, Inc.COM219$7.00K<0.1%00.0%UnchangedHistory
UNITUniti Group Inc.COM480$7.00K<0.1%−193−28.7%ReducedHistory
HNIHni CorpStock151$6.00K<0.1%00.0%UnchangedHistory
WUWestern Union COStock295$6.00K<0.1%−45−13.2%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock66$6.00K<0.1%+18+37.5%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF114$6.00K<0.1%+114New–
OGNOrganon & Co.Stock173$6.00K<0.1%−52−23.1%ReducedHistory
JCIJohnson Controls International plcStock99$6.00K<0.1%+1+1.0%AddedHistory
CMCCommercial Metals CoStock135$6.00K<0.1%00.0%UnchangedHistory
PLUGPlug Power IncStock209$6.00K<0.1%−73−25.9%ReducedHistory
ACLSAxcelis Technologies IncStock84$6.00K<0.1%00.0%UnchangedHistory
APLEApple Hospitality REIT, Inc.REIT357$6.00K<0.1%00.0%UnchangedHistory
PODDInsulet CorpStock24$6.00K<0.1%−25−51.0%ReducedHistory
SLABSilicon Laboratories Inc.Stock43$6.00K<0.1%00.0%UnchangedHistory
XYZBlock, Inc.CL A45$6.00K<0.1%+45NewHistory
Global X FDS37954Y848GLOBAL X SILVER165$6.00K<0.1%00.0%Unchanged–
TGITriumph Group IncCOM245$6.00K<0.1%−2−0.8%ReducedHistory
AZOAutoZone IncCOM3$6.00K<0.1%+3NewHistory
BNSBank of Nova ScotiaCOM81$6.00K<0.1%00.0%UnchangedHistory
AWIArmstrong World Industries IncCOM62$6.00K<0.1%+62NewHistory
TMETencent Music Entertainment GroupSPON ADS1,312$6.00K<0.1%−497−27.5%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW167$6.00K<0.1%−292−63.6%ReducedHistory
JBHTHunt J B Transport Services IncCOM33$6.00K<0.1%+12+57.1%AddedHistory
CBUCommunity Financial System, Inc.COM93$6.00K<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM76$6.00K<0.1%+76NewHistory
PFBCPreferred BankCOM NEW75$6.00K<0.1%00.0%UnchangedHistory
GAPGap IncCOM428$6.00K<0.1%+173+67.8%AddedHistory
BCOBrinks CoCOM83$6.00K<0.1%00.0%UnchangedHistory
AREAlexandria Real Estate Equities, Inc.COM29$6.00K<0.1%+8+38.1%AddedHistory
iShares Tr464288257MSCI ACWI ETF60$6.00K<0.1%00.0%Unchanged–
OTEXOpen Text CorpCOM138$6.00K<0.1%+138NewHistory
CVCOCavco Industries, Inc.COM27$6.00K<0.1%00.0%UnchangedHistory
CVECenovus Energy Inc.COM382$6.00K<0.1%00.0%UnchangedHistory
KALUKaiser Aluminum CorpCOM PAR $0.0163$6.00K<0.1%−137−68.5%ReducedHistory
SCIService Corp InternationalCOM98$6.00K<0.1%+50+104.2%AddedHistory
CVBFCVB Financial CorpCOM263$6.00K<0.1%00.0%UnchangedHistory
ESEEsco Technologies IncCOM86$6.00K<0.1%+86NewHistory
HPHelmerich & Payne, Inc.COM148$6.00K<0.1%+74+100.0%AddedHistory
SABRSabre CorpCOM505$6.00K<0.1%00.0%UnchangedHistory
TRMKTrustmark CorpCOM198$6.00K<0.1%00.0%UnchangedHistory
ASANAsana, Inc.CL A138$6.00K<0.1%+43+45.3%AddedHistory
CWSTCasella Waste Systems IncCL A64$6.00K<0.1%00.0%UnchangedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS64$6.00K<0.1%−21−24.7%ReducedHistory
WKCWorld Kinect CorpCOM221$6.00K<0.1%−96−30.3%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