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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
SMGScotts Miracle-Gro CoStock6,363$782.0K0.2%+3,417+116.0%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF16,502$781.0K0.2%+2,032+14.0%Added–
Vanguard Star FDS921909768VG TL INTL STK F12,906$771.0K0.2%−737−5.4%Reduced–
CBChubb LtdStock3,565$763.0K0.2%+1,535+75.6%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND8,169$749.0K0.2%+588+7.8%Added–
LINLinde PLCSHS2,335$746.0K0.2%+1,176+101.5%AddedHistory
NEENextera Energy IncStock8,696$736.0K0.2%+887+11.4%AddedHistory
NDSNNordson CorpCOM3,240$736.0K0.2%+1,743+116.4%AddedHistory
American Centy ETF Tr025072877US SML CP VALU9,102$726.0K0.2%+463+5.4%Added–
EFXEquifax IncCOM3,028$718.0K0.2%+1,594+111.2%AddedHistory
iShares Tr46434V613CORE UNIVRSL USD14,444$717.0K0.2%+4,877+51.0%Added–
BLKBlackRock, Inc.COM938$717.0K0.2%+227+31.9%AddedHistory
LMTLockheed Martin CorpStock1,589$702.0K0.2%+541+51.6%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT11,811$700.0K0.2%+1,109+10.4%Added–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,592$694.0K0.2%−838−9.9%Reduced–
EOGEOG Resources IncStock5,690$679.0K0.2%+2,296+67.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF6,270$672.0K0.2%+3,760+149.8%Added–
RTXRTX CorpStock6,707$664.0K0.2%+1,817+37.2%AddedHistory
AMGNAmgen IncStock2,749$664.0K0.2%+270+10.9%AddedHistory
CPRTCopart IncCOM5,284$663.0K0.2%+2,552+93.4%AddedHistory
ADPAutomatic Data Processing IncStock2,815$640.0K0.2%+341+13.8%AddedHistory
COSTCostco Wholesale CorpStock1,111$638.0K0.2%+426+62.2%AddedHistory
BSYBentley Systems IncCOM CL B14,351$634.0K0.2%+9,048+170.6%AddedHistory
ADBEAdobe Inc.Stock1,384$631.0K0.2%+417+43.1%AddedHistory
iShares Tr464288158SHRT NAT MUN ETF5,959$623.0K0.2%+3,619+154.7%Added–
AZPNASPENTECH CorpCOM3,708$613.0K0.2%+1,924+107.8%AddedHistory
TJXTJX Companies IncStock10,100$611.0K0.2%+1,313+14.9%AddedHistory
BACBank of America CorpStock14,779$610.0K0.2%+362+2.5%AddedHistory
WFCWells Fargo & CompanyStock12,484$605.0K0.2%−102−0.8%ReducedHistory
iShares Tr464288414NATIONAL MUN ETF5,496$603.0K0.2%−457−7.7%Reduced–
FISFidelity National Information Services, Inc.Stock5,736$576.0K0.1%+2,216+63.0%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock8,650$570.0K0.1%+4,670+117.3%AddedHistory
JKHYJack Henry & Associates IncStock2,876$567.0K0.1%+1,688+142.1%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF22,687$565.0K0.1%+8,042+54.9%Added–
Vanguard Total Bond Market ETF921937835ETF7,097$565.0K0.1%−848−10.7%Reduced–
DGDollar General CorpCOM2,491$555.0K0.1%+596+31.5%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,595$553.0K0.1%+245+18.1%AddedHistory
iShares Russell 2000 ETF464287655ETF2,661$546.0K0.1%+693+35.2%Added–
ALLEAllegion plcORD SHS4,813$528.0K0.1%+2,580+115.5%AddedHistory
Timothy Plan887432276HIGH DIVIDEND19,316$528.0K0.1%+19,316New–
PFEPfizer IncStock10,079$522.0K0.1%+1,494+17.4%AddedHistory
NSPInsperity, Inc.COM5,188$521.0K0.1%+5,188NewHistory
BRK.BBerkshire Hathaway IncStock1,465$517.0K0.1%+28+1.9%AddedHistory
THOThor Industries IncCOM6,579$517.0K0.1%+3,522+115.2%AddedHistory
iShares Tr464288885EAFE GRWTH ETF5,347$515.0K0.1%−1,443−21.3%Reduced–
AZNAstraZeneca PLCSPONSORED ADR7,756$515.0K0.1%+4,806+162.9%AddedHistory
INTCIntel CorpStock10,358$514.0K0.1%+3,121+43.1%AddedHistory
MSCIMSCI Inc.Stock1,020$513.0K0.1%+231+29.3%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF3,070$509.0K0.1%−245−7.4%Reduced–
BFAMBright Horizons Family Solutions Inc.COM3,818$506.0K0.1%+2,051+116.1%AddedHistory
ICEIntercontinental Exchange, Inc.Stock3,808$503.0K0.1%+1,313+52.6%AddedHistory
LIILennox International IncCOM1,914$494.0K0.1%+1,015+112.9%AddedHistory
AMTAmerican Tower CorpREIT1,958$492.0K0.1%+428+28.0%AddedHistory
CRMSalesforce, Inc.Stock2,284$485.0K0.1%+579+34.0%AddedHistory
GLDSPDR Gold TrustETF2,673$483.0K0.1%−31−1.1%ReducedHistory
DEODiageo PLCSPON ADR NEW2,336$474.0K0.1%+865+58.8%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF1,696$471.0K0.1%−108−6.0%Reduced–
CHEChemed CorpCOM930$471.0K0.1%+497+114.8%AddedHistory
GPNGlobal Payments IncStock3,411$467.0K0.1%−53−1.5%ReducedHistory
HONHoneywell International IncCOM2,377$463.0K0.1%+783+49.1%AddedHistory
Invesco QQQ Trust Series I46090E103ETF1,262$457.0K0.1%−433−25.5%Reduced–
iShares Inc46434G764MSCI EMRG CHN7,878$457.0K0.1%−6,150−43.8%Reduced–
NVDANVIDIA CorpStock1,660$453.0K0.1%+210+14.5%AddedHistory
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF15,128$447.0K0.1%+9,660+176.7%Added–
iShares S&P 100 ETF464287101ETF2,135$446.0K0.1%+2,135New–
COPConocoPhillipsStock4,464$446.0K0.1%+290+6.9%AddedHistory
EXPOExponent IncCOM4,078$441.0K0.1%+2,145+111.0%AddedHistory
ORLYO Reilly Automotive IncStock635$435.0K0.1%+21+3.4%AddedHistory
MRKMerck & Co., Inc.Stock5,275$433.0K0.1%+1,379+35.4%AddedHistory
CCICrown Castle Inc.REIT2,340$433.0K0.1%+1,460+165.9%AddedHistory
WMTWalmart Inc.Stock2,845$424.0K0.1%+232+8.9%AddedHistory
ELANElanco Animal Health IncCOM16,091$420.0K0.1%+8,708+117.9%AddedHistory
LOWLowes Companies IncStock2,066$417.0K0.1%+288+16.2%AddedHistory
AMATApplied Materials IncStock3,159$416.0K0.1%+26+0.8%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR3,981$415.0K0.1%+1,485+59.5%AddedHistory
iShares Tr46435U218ESG MSCI LEADR5,049$399.0K0.1%+5,049New–
ANSSAnsys IncCOM1,243$395.0K0.1%+656+111.8%AddedHistory
ADIAnalog Devices IncStock2,382$394.0K0.1%+294+14.1%AddedHistory
Timothy Plan887432284US LARGE MID CP15,407$394.0K0.1%+13,177+590.9%Added–
iShares Russell 1000 Value ETF464287598ETF2,343$389.0K0.1%+3+0.1%Added–
ACNAccenture plcStock1,132$382.0K0.1%+389+52.4%AddedHistory
DHRDanaher CorpStock1,301$381.0K0.1%+511+64.7%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT14,809$377.0K0.1%+13,605+1,130.0%Added–
ROLRollins IncCOM10,653$374.0K0.1%+5,699+115.0%AddedHistory
iShares Tr46436E767ESG MSCI USA ETF10,428$372.0K0.1%−213−2.0%Reduced–
ROKRockwell Automation, IncStock1,309$366.0K0.1%+350+36.5%AddedHistory
PMPhilip Morris International Inc.Stock3,808$358.0K0.1%+3,092+431.8%AddedHistory
PAYXPaychex IncStock2,557$349.0K0.1%+481+23.2%AddedHistory
FICOFair Isaac CorpCOM746$348.0K0.1%+396+113.1%AddedHistory
DFSDiscover Financial ServicesCOM3,154$348.0K0.1%+1,037+49.0%AddedHistory
NKENIKE, Inc.Stock2,581$347.0K0.1%+1,310+103.1%AddedHistory
ELVElevance Health, Inc.Stock704$346.0K0.1%+153+27.8%AddedHistory
VZVerizon Communications IncStock6,790$345.0K0.1%+745+12.3%AddedHistory
TDYTeledyne Technologies IncCOM722$342.0K0.1%+365+102.2%AddedHistory
CMECME Group Inc.COM1,425$339.0K0.1%+1,066+296.9%AddedHistory
RFRegions Financial CorpCOM15,141$337.0K0.1%−6,950−31.5%ReducedHistory
PHParker-Hannifin CorpStock1,174$333.0K0.1%+211+21.9%AddedHistory
PEPPepsiCo IncStock1,982$332.0K0.1%−841−29.8%ReducedHistory
SLViShares Silver TrustETF14,322$328.0K0.1%+4,362+43.8%AddedHistory
PSXPhillips 66Stock3,771$326.0K0.1%+738+24.3%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