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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
VRTXVertex Pharmaceuticals IncStock157$41.0K<0.1%−5−3.1%ReducedHistory
XELXcel Energy IncStock567$41.0K<0.1%+239+72.9%AddedHistory
SUSuncor Energy IncStock1,255$41.0K<0.1%−75−5.6%ReducedHistory
MPCMarathon Petroleum CorpStock474$41.0K<0.1%−384−44.8%ReducedHistory
VLOValero Energy CorpStock385$40.0K<0.1%+25+6.9%AddedHistory
CEGConstellation Energy CorpStock716$40.0K<0.1%+716NewHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$40.0K<0.1%00.0%Unchanged–
ENTGEntegris IncCOM302$40.0K<0.1%00.0%UnchangedHistory
LOGILogitech International S.A.SHS523$39.0K<0.1%+440+530.1%AddedHistory
UCBUnited Community Banks IncCOM1,123$39.0K<0.1%+524+87.5%AddedHistory
FNFFidelity National Financial, Inc.COM SHS787$38.0K<0.1%00.0%UnchangedHistory
CBRECbre Group, Inc.CL A410$38.0K<0.1%−260−38.8%ReducedHistory
PINSPinterest, Inc.CL A1,540$38.0K<0.1%+500+48.1%AddedHistory
FVRRFiverr International Ltd.ORD SHS500$38.0K<0.1%−100−16.7%ReducedHistory
CDKCDK Global, Inc.COM790$38.0K<0.1%−623−44.1%ReducedHistory
Tata MTRS Ltd876568502SPONSORED ADR1,341$38.0K<0.1%+86+6.9%Added–
CMPCompass Minerals International IncStock592$37.0K<0.1%+592NewHistory
AGOAssured Guaranty LtdCOM579$37.0K<0.1%00.0%UnchangedHistory
FHNFirst Horizon CorpCOM1,569$37.0K<0.1%+14+0.9%AddedHistory
EWBCEast West Bancorp IncCOM465$37.0K<0.1%+417+868.8%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE481$37.0K<0.1%−10−2.0%ReducedHistory
NPKINPK International Inc.COM SHS10,000$37.0K<0.1%00.0%UnchangedHistory
SPGSimon Property Group Inc.REIT272$36.0K<0.1%+81+42.4%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF649$36.0K<0.1%+1+0.2%Added–
HIGHartford Insurance Group, Inc.Stock502$36.0K<0.1%00.0%UnchangedHistory
MAINMain Street Capital CORPCEF852$36.0K<0.1%00.0%UnchangedHistory
DOCUDocuSign, Inc.Stock339$36.0K<0.1%+25+8.0%AddedHistory
SRSpire IncCOM503$36.0K<0.1%+3+0.6%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT226$36.0K<0.1%−18−7.4%Reduced–
APPNAppian CorpCL A591$36.0K<0.1%+15+2.6%AddedHistory
ETRNMidstream Co LLCCOM4,211$36.0K<0.1%+3,531+519.3%AddedHistory
PRUPrudential Financial IncStock297$35.0K<0.1%+9+3.1%AddedHistory
CORCencora, Inc.Stock224$35.0K<0.1%+205+1,078.9%AddedHistory
IQVIQVIA Holdings Inc.Stock151$35.0K<0.1%+107+243.2%AddedHistory
NEMNEWMONT CorpStock434$35.0K<0.1%+102+30.7%AddedHistory
State Street SPDR Portfolio S&P 500 ETF78464A854ETF668$35.0K<0.1%+225+50.8%Added–
ASXASE Technology Holding Co., Ltd.SPONSORED ADS4,992$35.0K<0.1%+3,742+299.4%AddedHistory
KRGKite Realty Group TrustCOM NEW1,535$35.0K<0.1%−126−7.6%ReducedHistory
INVEINVE Technologies, Inc.COM NEW2,195$35.0K<0.1%00.0%UnchangedHistory
TMUST-Mobile US, Inc.Stock266$34.0K<0.1%+91+52.0%AddedHistory
NWLNewell Brands Inc.Stock1,552$34.0K<0.1%+385+33.0%AddedHistory
CHDChurch & Dwight Co IncCOM347$34.0K<0.1%+60+20.9%AddedHistory
AVTRAvantor, Inc.COM1,016$34.0K<0.1%−291−22.3%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN1,107$34.0K<0.1%+824+291.2%Added–
WTWWillis Towers Watson PLCSHS142$34.0K<0.1%+50+54.3%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF766$34.0K<0.1%−219−22.2%Reduced–
UMCUnited Microelectronics CorpSPON ADR NEW3,699$34.0K<0.1%+1,853+100.4%AddedHistory
APOApollo Global Management, Inc.COM555$34.0K<0.1%00.0%UnchangedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF614$34.0K<0.1%00.0%Unchanged–
ONBOld National BancorpStock2,031$33.0K<0.1%+706+53.3%AddedHistory
CNCCentene CorpStock385$33.0K<0.1%+69+21.8%AddedHistory
LVSLas Vegas Sands CorpCOM836$33.0K<0.1%+199+31.2%AddedHistory
CIENCiena CorpCOM NEW537$33.0K<0.1%−419−43.8%ReducedHistory
ESEversource EnergyStock358$32.0K<0.1%−7−1.9%ReducedHistory
ROPRoper Technologies IncStock69$32.0K<0.1%+13+23.2%AddedHistory
SHOPShopify Inc.Stock47$32.0K<0.1%−10−17.5%ReducedHistory
HWCHancock Whitney CorpCOM622$32.0K<0.1%+3+0.5%AddedHistory
DDDuPont de Nemours, Inc.COM437$32.0K<0.1%−93−17.5%ReducedHistory
TEAMAtlassian CorpCL A111$32.0K<0.1%−6−5.1%ReducedHistory
SHELShell plcADR577$31.0K<0.1%+577NewHistory
GNRCGenerac Holdings Inc.Stock105$31.0K<0.1%+12+12.9%AddedHistory
KMIKinder Morgan, Inc.Stock1,651$31.0K<0.1%+38+2.4%AddedHistory
BBYBest Buy Co IncStock335$31.0K<0.1%−18−5.1%ReducedHistory
KEYSKeysight Technologies, Inc.Stock194$31.0K<0.1%−36−15.7%ReducedHistory
BXBlackstone Inc.COM246$31.0K<0.1%+69+39.0%AddedHistory
KMXCarMax IncCOM320$31.0K<0.1%−9−2.7%ReducedHistory
PSAPublic StorageCOM79$31.0K<0.1%+11+16.2%AddedHistory
STRAStrategic Education, Inc.COM474$31.0K<0.1%+133+39.0%AddedHistory
NSITInsight Enterprises IncCOM288$31.0K<0.1%00.0%UnchangedHistory
PPGPPG Industries IncStock232$30.0K<0.1%+30+14.9%AddedHistory
TRVTravelers Companies, Inc.Stock166$30.0K<0.1%+13+8.5%AddedHistory
WisdomTree Tr97717X701EUROPE HEDGED EQ410$30.0K<0.1%00.0%Unchanged–
BKUBankUnited, Inc.COM698$30.0K<0.1%−12−1.7%ReducedHistory
STMSTMicroelectronics N.V.NY REGISTRY681$30.0K<0.1%+312+84.6%AddedHistory
EGPEastgroup Properties IncCOM150$30.0K<0.1%+25+20.0%AddedHistory
AAgilent Technologies, Inc.COM221$29.0K<0.1%+29+15.1%AddedHistory
HSYHershey CoCOM134$29.0K<0.1%+8+6.3%AddedHistory
MTRNMATERION CorpCOM341$29.0K<0.1%−13−3.7%ReducedHistory
SANMSanmina CorpCOM708$29.0K<0.1%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM905$29.0K<0.1%00.0%UnchangedHistory
LENLennar CorpCL A369$29.0K<0.1%+187+102.7%AddedHistory
TTTrane Technologies plcSHS188$29.0K<0.1%+3+1.6%AddedHistory
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM1,640$29.0K<0.1%00.0%UnchangedHistory
DXCDXC Technology CoStock843$28.0K<0.1%+259+44.3%AddedHistory
TDToronto Dominion BankStock353$28.0K<0.1%00.0%UnchangedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT1,140$28.0K<0.1%+1,140New–
BBWIBath & Body Works, Inc.COM585$28.0K<0.1%+486+490.9%AddedHistory
HUBGHub Group, Inc.CL A362$28.0K<0.1%00.0%UnchangedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD855$28.0K<0.1%−467−35.3%ReducedHistory
VCVisteon CorpCOM NEW259$28.0K<0.1%00.0%UnchangedHistory
iShares Tr464287333GLOBAL FINLS ETF344$28.0K<0.1%−1,927−84.9%Reduced–
HSBCHSBC Holdings PLCSPON ADR NEW826$28.0K<0.1%+575+229.1%AddedHistory
AVAVAeroVironment IncCOM295$28.0K<0.1%00.0%UnchangedHistory
WITWipro LtdSPON ADR 1 SH3,666$28.0K<0.1%+686+23.0%AddedHistory
REZIResideo Technologies, Inc.Stock1,129$27.0K<0.1%+913+422.7%AddedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF110$27.0K<0.1%−90−45.0%Reduced–
Vanguard Financials ETF92204A405ETF291$27.0K<0.1%−51−14.9%Reduced–
State Street SPDR S&P Bank ETF78464A797ETF517$27.0K<0.1%−148−22.3%Reduced–
CNICanadian National Railway CoStock202$27.0K<0.1%−1,213−85.7%ReducedHistory
LNTHLantheus Holdings, Inc.Stock482$27.0K<0.1%+57+13.4%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