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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
Polymet MNG Corp731916409COM NEW1,187$5.00K<0.1%+134+12.7%Added–
HOUSAnywhere Real Estate Inc.COM335$5.00K<0.1%−620−64.9%ReducedHistory
THRThermon Group Holdings, Inc.COM326$5.00K<0.1%00.0%UnchangedHistory
PENGPenguin Solutions, Inc.SHS202$5.00K<0.1%−80−28.4%ReducedConverted for a 2-for-1 splitHistory
EDConsolidated Edison IncStock38$4.00K<0.1%−3−7.3%ReducedHistory
GPCGenuine Parts CoStock33$4.00K<0.1%+14+73.7%AddedHistory
GWWW.W. Grainger, Inc.Stock7$4.00K<0.1%+3+75.0%AddedHistory
JWNNordstrom IncStock150$4.00K<0.1%00.0%UnchangedHistory
KEKimball Electronics, Inc.Stock197$4.00K<0.1%+74+60.2%AddedHistory
WHRWhirlpool CorpStock24$4.00K<0.1%−10−29.4%ReducedHistory
PRIPrimerica, Inc.Stock32$4.00K<0.1%+32NewHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE75$4.00K<0.1%−25−25.0%Reduced–
WYWeyerhaeuser CoCOM NEW106$4.00K<0.1%+39+58.2%AddedHistory
iShares Tr464288513IBOXX HI YD ETF53$4.00K<0.1%00.0%Unchanged–
TTCToro CoCOM43$4.00K<0.1%00.0%UnchangedHistory
STRLSterling Infrastructure, Inc.COM150$4.00K<0.1%+150NewHistory
iShares Tr464287622RUS 1000 ETF16$4.00K<0.1%+16New–
Vanguard Mun BD FDS922907746TAX EXEMPT BD75$4.00K<0.1%00.0%Unchanged–
AORTArtivion, Inc.COM183$4.00K<0.1%−1,030−84.9%ReducedHistory
AMCXAMC Global Media Inc.CL A92$4.00K<0.1%00.0%UnchangedHistory
LKQLKQ CorpCOM73$4.00K<0.1%+37+102.8%AddedHistory
IPGPIpg Photonics CorpCOM36$4.00K<0.1%+15+71.4%AddedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM97$4.00K<0.1%00.0%UnchangedHistory
NTRANatera, Inc.COM92$4.00K<0.1%00.0%UnchangedHistory
iShares Tr464287788U.S. FINLS ETF50$4.00K<0.1%+50New–
REGRegency Centers CorpCOM46$4.00K<0.1%+23+100.0%AddedHistory
CARSCars.com Inc.COM304$4.00K<0.1%+304NewHistory
EEni SpASPONSORED ADR130$4.00K<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM35$4.00K<0.1%00.0%UnchangedHistory
CRSCarpenter Technology CorpCOM84$4.00K<0.1%−39−31.7%ReducedHistory
INSMINSMED IncCOM PAR $.01181$4.00K<0.1%00.0%UnchangedHistory
CHCOCity Holding CoCOM45$4.00K<0.1%00.0%UnchangedHistory
PHMPultegroup IncCOM102$4.00K<0.1%+43+72.9%AddedHistory
ALGAlamo Group IncCOM25$4.00K<0.1%00.0%UnchangedHistory
ASBAssociated Banc-CorpCOM187$4.00K<0.1%00.0%UnchangedHistory
WSRWhitestone REITCOM302$4.00K<0.1%00.0%UnchangedHistory
STESTERIS plcSHS USD16$4.00K<0.1%00.0%UnchangedHistory
WHDCactus, Inc.CL A69$4.00K<0.1%00.0%UnchangedHistory
SYBTStock Yards Bancorp, Inc.COM82$4.00K<0.1%+82NewHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN66$4.00K<0.1%00.0%UnchangedHistory
FOXFox CorpCL B COM93$4.00K<0.1%−11−10.6%ReducedHistory
RSIRush Street Interactive, Inc.COM488$4.00K<0.1%00.0%UnchangedHistory
MODModine Manufacturing CoCOM423$4.00K<0.1%+189+80.8%AddedHistory
VREXVarex Imaging CorpCOM210$4.00K<0.1%−130−38.2%ReducedHistory
IDCCInterDigital, Inc.COM69$4.00K<0.1%−160−69.9%ReducedHistory
Hartford FDS Exchange Traded41653L305TOTAL RTRN ETF105$4.00K<0.1%+105New–
MAAMid America Apartment Communities Inc.COM18$4.00K<0.1%+7+63.6%AddedHistory
WDFCWD 40 CoCOM20$4.00K<0.1%+20NewHistory
MURMurphy Oil CorpCOM98$4.00K<0.1%00.0%UnchangedHistory
KFYKorn FerryCOM NEW65$4.00K<0.1%−224−77.5%ReducedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR127$4.00K<0.1%+62+95.4%AddedHistory
BANCBanc of California, Inc.COM208$4.00K<0.1%00.0%UnchangedHistory
ENSGEnsign Group, IncCOM46$4.00K<0.1%00.0%UnchangedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,323$4.00K<0.1%00.0%UnchangedHistory
IRIngersoll Rand Inc.COM73$4.00K<0.1%+17+30.4%AddedHistory
ARVNArvinas, Inc.COM58$4.00K<0.1%00.0%UnchangedHistory
CRCTCricut, Inc.COM CL A327$4.00K<0.1%00.0%UnchangedHistory
FSPFranklin Street Properties CorpCOM724$4.00K<0.1%00.0%UnchangedHistory
FFFutureFuel Corp.COM454$4.00K<0.1%00.0%UnchangedHistory
HAFCHanmi Financial CorpCOM NEW143$4.00K<0.1%00.0%UnchangedHistory
KEPKorea Electric Power CorpSPONSORED ADR404$4.00K<0.1%+251+164.1%AddedHistory
MNKDMannkind CorpCOM NEW1,000$4.00K<0.1%00.0%UnchangedHistory
MGPIMGP Ingredients IncCOM51$4.00K<0.1%00.0%UnchangedHistory
MLRMiller Industries IncCOM NEW143$4.00K<0.1%+143NewHistory
JBSSSanfilippo John B & Son IncCOM51$4.00K<0.1%−1−1.9%ReducedHistory
TMPTompkins Financial CorpCOM49$4.00K<0.1%00.0%UnchangedHistory
ALSumisho Air Lease CorpCL A82$4.00K<0.1%00.0%UnchangedHistory
AUAngloGold Ashanti PLCSPONSORED ADR173$4.00K<0.1%00.0%UnchangedHistory
BRKLBrookline Bancorp IncCOM257$4.00K<0.1%00.0%UnchangedHistory
CKXCKX Lands, Inc.COM400$4.00K<0.1%00.0%UnchangedHistory
CAJPYCanon IncSPONSORED ADR164$4.00K<0.1%+83+102.5%AddedHistory
CTXSCitrix Systems IncCOM41$4.00K<0.1%+30+272.7%AddedHistory
CVETCovetrus, Inc.COM236$4.00K<0.1%+236NewHistory
Discovery Inc25470F302COM SER C161$4.00K<0.1%+79+96.3%Added–
EVBGEverbridge, Inc.COM81$4.00K<0.1%00.0%UnchangedHistory
IAAIAA, Inc.COM104$4.00K<0.1%00.0%UnchangedHistory
LPSNLiveperson IncCOM166$4.00K<0.1%−194−53.9%ReducedHistory
PROPROS Holdings, Inc.COM135$4.00K<0.1%00.0%UnchangedHistory
RUTHRuths Hospitality Group, Inc.COM189$4.00K<0.1%00.0%UnchangedHistory
SLCAU.S. Silica Holdings, Inc.COM227$4.00K<0.1%00.0%UnchangedHistory
UBAUrstadt Biddle Properties IncCL A215$4.00K<0.1%00.0%UnchangedHistory
VGRVector Group LtdCOM312$4.00K<0.1%00.0%UnchangedHistory
WRKWestRock CoCOM96$4.00K<0.1%+48+100.0%AddedHistory
WWWW International, Inc.COM365$4.00K<0.1%+256+234.9%AddedHistory
GENGen Digital Inc.Stock105$3.00K<0.1%+66+169.2%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock21$3.00K<0.1%−106−83.5%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF67$3.00K<0.1%00.0%Unchanged–
SCCOSouthern Copper CorpStock35$3.00K<0.1%00.0%UnchangedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3.00K<0.1%00.0%Unchanged–
State Street Financial Select Sector SPDR ETF81369Y605ETF90$3.00K<0.1%00.0%Unchanged–
NARIInari Medical, Inc.Stock38$3.00K<0.1%00.0%UnchangedHistory
FNVFranco Nevada CorpStock16$3.00K<0.1%00.0%UnchangedHistory
PKGPackaging Corp of AmericaStock18$3.00K<0.1%−3−14.3%ReducedHistory
LNTAlliant Energy CorpStock41$3.00K<0.1%00.0%UnchangedHistory
POWLPowell Industries IncStock175$3.00K<0.1%−43−19.7%ReducedHistory
AGNCAGNC Investment Corp.REIT208$3.00K<0.1%−112−35.0%ReducedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF60$3.00K<0.1%00.0%Unchanged–
NTLAIntellia Therapeutics, Inc.COM44$3.00K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R721STATE STREET SPD53$3.00K<0.1%+53New–
MYRGMyr Group Inc.COM40$3.00K<0.1%−24−37.5%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