Skip to main content
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
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100685$20.0K<0.1%+121+21.5%Added–
INCYIncyte CorpCOM252$20.0K<0.1%00.0%UnchangedHistory
PBFPBF Energy Inc.CL A846$20.0K<0.1%00.0%UnchangedHistory
AITApplied Industrial Technologies IncCOM191$20.0K<0.1%00.0%UnchangedHistory
AATAmerican Assets Trust, Inc.COM508$20.0K<0.1%00.0%UnchangedHistory
UNFUnifirst CorpCOM112$20.0K<0.1%+80+250.0%AddedHistory
KNKnowles CorpCOM906$20.0K<0.1%00.0%UnchangedHistory
ELMEElme CommunitiesSH BEN INT788$20.0K<0.1%00.0%UnchangedHistory
HIHillenbrand, Inc.COM453$20.0K<0.1%00.0%UnchangedHistory
CADECadence BancorporationEQUITY US CM681$20.0K<0.1%00.0%UnchangedHistory
ProShares Bitcoin ETF74347G440ETF651$19.0K<0.1%+234+56.1%Added–
RYRoyal Bank of CanadaStock174$19.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF118$19.0K<0.1%+118New–
iShares Tr464287234MSCI EMG MKT ETF425$19.0K<0.1%+425New–
MNSTMonster Beverage CorpCOM233$19.0K<0.1%+55+30.9%AddedHistory
FFBCFirst Financial BancorpCOM827$19.0K<0.1%00.0%UnchangedHistory
PLUSEplus IncCOM334$19.0K<0.1%+64+23.7%AddedHistory
TMToyota Motor CorpADS108$19.0K<0.1%−588−84.5%ReducedHistory
Invesco Exchange Traded FD T46137V407INVESCO MSCI303$19.0K<0.1%−87−22.3%Reduced–
HMNHorace Mann Educators CorpCOM452$19.0K<0.1%00.0%UnchangedHistory
BANRBanner CorpCOM NEW318$19.0K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X202ST STR EU 50 ETF462$19.0K<0.1%−132−22.2%Reduced–
Invesco Exch Traded FD Tr II46138G508SR LN ETF855$19.0K<0.1%−245−22.3%Reduced–
FBKFB Financial CorpCOM420$19.0K<0.1%00.0%UnchangedHistory
CGNXCognex CorpCOM243$19.0K<0.1%+48+24.6%AddedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS893$19.0K<0.1%+293+48.8%AddedHistory
WBDWarner Bros. Discovery, Inc.COM SER A779$19.0K<0.1%+342+78.3%AddedHistory
ISBCInvestors Bancorp, Inc.COM1,235$19.0K<0.1%00.0%UnchangedHistory
LSEALandsea Homes CorpCOM2,233$19.0K<0.1%−1,804−44.7%ReducedHistory
MTORMeritor, Inc.COM550$19.0K<0.1%00.0%UnchangedHistory
SIVBSVB Financial GroupCOM33$19.0K<0.1%−4−10.8%ReducedHistory
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT400$19.0K<0.1%+400New–
BNYBank of New York Mellon CorpStock365$18.0K<0.1%+69+23.3%AddedHistory
BHPBHP Group LtdADR237$18.0K<0.1%+72+43.6%AddedHistory
WELLWelltower Inc.REIT187$18.0K<0.1%+43+29.9%AddedHistory
AALAmerican Airlines Group Inc.Stock1,000$18.0K<0.1%−69−6.5%ReducedHistory
OIIOceaneering International IncStock1,189$18.0K<0.1%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF241$18.0K<0.1%00.0%Unchanged–
FISVFiserv IncStock178$18.0K<0.1%−168−48.6%ReducedHistory
SPOTSpotify Technology S.A.Stock121$18.0K<0.1%+100+476.2%AddedHistory
RMDResmed IncCOM77$18.0K<0.1%−12−13.5%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW522$18.0K<0.1%00.0%UnchangedHistory
RACEFerrari N.V.COM87$18.0K<0.1%−11−11.2%ReducedHistory
SWKStanley Black & Decker, Inc.COM123$18.0K<0.1%−58−32.0%ReducedHistory
SBACSba Communications CorpCL A52$18.0K<0.1%+19+57.6%AddedHistory
IEXIdex CorpCOM91$18.0K<0.1%−42−31.6%ReducedHistory
WSFSWSFS Financial CorpCOM386$18.0K<0.1%00.0%UnchangedHistory
UHSUniversal Health Services IncCL B126$18.0K<0.1%+38+43.2%AddedHistory
LNGCheniere Energy, Inc.COM NEW133$18.0K<0.1%00.0%UnchangedHistory
ITRIItron, Inc.COM340$18.0K<0.1%+56+19.7%AddedHistory
CHKPCheck Point Software Technologies LtdORD126$18.0K<0.1%−14−10.0%ReducedHistory
MLMMartin Marietta Materials IncCOM47$18.0K<0.1%+9+23.7%AddedHistory
RYNRayonier IncCOM429$18.0K<0.1%00.0%UnchangedHistory
WTSWatts Water Technologies IncCL A126$18.0K<0.1%00.0%UnchangedHistory
PDCEPDC Energy, Inc.COM244$18.0K<0.1%−69−22.0%ReducedHistory
SNAPSnap IncStock460$17.0K<0.1%00.0%UnchangedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF196$17.0K<0.1%−136−41.0%Reduced–
iShares MSCI USA Momentum Factor ETF46432F396ETF100$17.0K<0.1%+96+2,400.0%Added–
AWKAmerican Water Works Company, Inc.Stock105$17.0K<0.1%+37+54.4%AddedHistory
CLColgate Palmolive CoStock219$17.0K<0.1%−17−7.2%ReducedHistory
UBSUBS Group AGStock868$17.0K<0.1%+88+11.3%AddedHistory
EXPEExpedia Group, Inc.Stock87$17.0K<0.1%+7+8.8%AddedHistory
GBXGreenbrier Companies IncStock345$17.0K<0.1%−65−15.9%ReducedHistory
LTCLTC Properties IncREIT436$17.0K<0.1%00.0%UnchangedHistory
RVTYRevvity, Inc.COM96$17.0K<0.1%+2+2.1%AddedHistory
RMBSRambus IncCOM524$17.0K<0.1%00.0%UnchangedHistory
ARCBArcbest CorpCOM211$17.0K<0.1%00.0%UnchangedHistory
LSTRLandstar System IncCOM110$17.0K<0.1%+36+48.6%AddedHistory
PLXSPlexus CorpCOM199$17.0K<0.1%−12−5.7%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF269$17.0K<0.1%00.0%Unchanged–
DINOHF Sinclair CorpCOM430$17.0K<0.1%+430NewHistory
RSReliance, Inc.COM90$17.0K<0.1%00.0%UnchangedHistory
AMWDAmerican Woodmark CorpCOM341$17.0K<0.1%+303+797.4%AddedHistory
GMSGMS Inc.COM353$17.0K<0.1%00.0%UnchangedHistory
SRCLStericycle IncCOM290$17.0K<0.1%+258+806.3%AddedHistory
TWTRTwitter, Inc.COM438$17.0K<0.1%+187+74.5%AddedHistory
VRTVVeritiv CorpCOM124$17.0K<0.1%00.0%UnchangedHistory
VTRVentas, Inc.REIT260$16.0K<0.1%+171+192.1%AddedHistory
Vanguard Health Care ETF92204A504ETF63$16.0K<0.1%−9−12.5%Reduced–
APAAPA CorpStock398$16.0K<0.1%+56+16.4%AddedHistory
CDNSCadence Design Systems IncStock98$16.0K<0.1%−613−86.2%ReducedHistory
Barrick Gold Corp067901108COM658$16.0K<0.1%+58+9.7%Added–
BHEBenchmark Electronics IncCOM657$16.0K<0.1%+382+138.9%AddedHistory
HCAHCA Healthcare, Inc.COM65$16.0K<0.1%+10+18.2%AddedHistory
GLNGGolar LNG LtdSHS644$16.0K<0.1%+69+12.0%AddedHistory
DRIDarden Restaurants IncCOM121$16.0K<0.1%+66+120.0%AddedHistory
PLNTPlanet Fitness, Inc.CL A189$16.0K<0.1%00.0%UnchangedHistory
GNWGenworth Financial IncCOM SHS4,152$16.0K<0.1%00.0%UnchangedHistory
CAKECheesecake Factory IncCOM404$16.0K<0.1%+369+1,054.3%AddedHistory
ABMAbm Industries IncCOM343$16.0K<0.1%00.0%UnchangedHistory
RNSTRenasant CorpCOM482$16.0K<0.1%−297−38.1%ReducedHistory
ANDEAndersons, Inc.COM305$16.0K<0.1%00.0%UnchangedHistory
LYVLive Nation Entertainment, Inc.COM140$16.0K<0.1%00.0%UnchangedHistory
ADSKAutodesk, Inc.COM72$16.0K<0.1%−29−28.7%ReducedHistory
ALGNAlign Technology IncCOM38$16.0K<0.1%+18+90.0%AddedHistory
EQNREquinor ASASPONSORED ADR436$16.0K<0.1%−1,740−80.0%ReducedHistory
INDBIndependent Bank CorpCOM196$16.0K<0.1%00.0%UnchangedHistory
DGXQuest Diagnostics IncCOM118$16.0K<0.1%+67+131.4%AddedHistory
PKXPosco Holdings Inc.SPONSORED ADR273$16.0K<0.1%+73+36.5%AddedHistory
IOSPInnospec Inc.COM173$16.0K<0.1%+7+4.2%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