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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
1,748
+31 vs. Q1 2022
Portfolio value
$387.9M
−$6.34M (−1.6%) vs. Q1 2022
Filed
Aug 1, 2022
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF4$00.0%00.0%Unchanged–
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$00.0%00.0%Unchanged–
ZIMVZimVie Inc.Stock17$00.0%−5−22.7%ReducedHistory
LAMRLamar Advertising CoREIT5$00.0%+5NewHistory
iShares Global Clean Energy ETF464288224ETF15$00.0%+15New–
PLTRPalantir Technologies Inc.Stock50$00.0%+50NewHistory
CRNTCeragon Networks LtdStock125$00.0%+125NewHistory
TDCTeradata CorpStock12$00.0%00.0%UnchangedHistory
QSQuantumScape CorpCOM CL A50$00.0%00.0%UnchangedHistory
JXNJackson Financial Inc.COM CL A18$00.0%00.0%UnchangedHistory
NWSANews CorpCL A56$00.0%−73−56.6%ReducedHistory
HOGHarley-Davidson, Inc.COM14$00.0%00.0%UnchangedHistory
Schwab Strategic Tr8085247141 5YR CORP BD5$00.0%+5New–
BFHBread Financial Holdings, Inc.COM17$00.0%00.0%UnchangedHistory
VSXYVictoria's Secret & Co.COMMON STOCK6$00.0%00.0%UnchangedHistory
MATMattel IncCOM30$00.0%+30NewHistory
RAREUltragenyx Pharmaceutical Inc.COM16$00.0%−69−81.2%ReducedHistory
WisdomTree Tr97717W588US LARGECAP FUND12$00.0%+12New–
ASANAsana, Inc.CL A27$00.0%−111−80.4%ReducedHistory
AFRMAffirm Holdings, Inc.COM CL A4$00.0%+4NewHistory
MANUManchester United plcORD CL A10$00.0%00.0%UnchangedHistory
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF4$00.0%00.0%Unchanged–
Pacer FDS Tr69374H741DATA AND INFRAST10$00.0%00.0%Unchanged–
NXHNeighborhood Intelligence, Inc.COM3$00.0%−15−83.3%ReducedHistory
ZZillow Group, Inc.CL C CAP STK13$00.0%−17−56.7%ReducedHistory
AKBAAkebia Therapeutics, Inc.COM1,250$00.0%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM5$00.0%00.0%UnchangedHistory
BRCCBRC Inc.COM CL A5$00.0%00.0%UnchangedHistory
CPSHCPS Technologies CorpCOM50$00.0%+50NewHistory
DLOdLocal LtdCLASS A COM9$00.0%+9NewHistory
FLNAFilana Therapeutics, Inc.COM5$00.0%00.0%UnchangedHistory
LELands' End, Inc.COM3$00.0%00.0%UnchangedHistory
MATVMativ Holdings, Inc.COM8$00.0%−88−91.7%ReducedHistory
VYXNCR Voyix CorpCOM12$00.0%00.0%UnchangedHistory
NVCRNovoCure LtdORD SHS12$00.0%00.0%UnchangedHistory
BNGOBionano Genomics, Inc.COM100$00.0%+100NewHistory
CNVSCineverse Corp.COM NEW200$00.0%+200NewHistory
DRRXDurect CorpCOM1,000$00.0%00.0%UnchangedHistory
ETF Managers Tr26924G508ETFMG ALTR HRVST70$00.0%−100−58.8%Reduced–
EXASExact Sciences CorpCOM5$00.0%00.0%UnchangedHistory
FCELFuelcell Energy IncCOM50$00.0%+50NewHistory
Hexo Corp428304307COM NEW25$00.0%+25New–
IDEXIdeanomics, Inc.COM225$00.0%+225NewHistory
IZEAIZEA Worldwide, Inc.COM7$00.0%00.0%UnchangedHistory
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%Unchanged–
NGLNGL Energy Partners LPCOM UNIT REPST250$00.0%00.0%UnchangedHistory
SENSSenseonics Holdings, Inc.COM200$00.0%+200NewHistory
SMARSmartsheet IncCOM CL A26$00.0%00.0%UnchangedHistory
The Very Good Food Co Inc Cad88340B109Common Stock1,000$00.0%00.0%Unchanged–
WKHSWorkhorse Group Inc.COM NEW19$00.0%+19NewHistory
ZOMDFZomedica Corp.COM300$00.0%+300NewHistory
PSFEPaysafe LtdORD40$00.0%00.0%UnchangedHistory
Schwab Emerging Markets Equity ETF808524706ETF23$1.00K<0.1%00.0%Unchanged–
Vanguard Consumer Staples ETF92204A207ETF4$1.00K<0.1%00.0%Unchanged–
Occidental Pete Corp WT Exp 080327674599162Stock31$1.00K<0.1%+31New–
FSLRFirst Solar, Inc.Stock10$1.00K<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock159$1.00K<0.1%+159NewHistory
PATHUiPath, Inc.Stock40$1.00K<0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock14$1.00K<0.1%00.0%UnchangedHistory
EMBCEmbecta Corp.Stock24$1.00K<0.1%+24NewHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF16$1.00K<0.1%+16New–
KTBKontoor Brands, Inc.Stock36$1.00K<0.1%00.0%UnchangedHistory
PAYCPaycom Software, Inc.Stock3$1.00K<0.1%−21−87.5%ReducedHistory
ALLYAlly Financial Inc.Stock15$1.00K<0.1%−280−94.9%ReducedHistory
FFIVF5, Inc.Stock7$1.00K<0.1%+1+16.7%AddedHistory
AAAlcoa CorpStock25$1.00K<0.1%+25NewHistory
KSSKOHLS CorpStock27$1.00K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q807SPACE & DEFENSE50$1.00K<0.1%00.0%Unchanged–
CRSPCRISPR Therapeutics AGNAMEN AKT15$1.00K<0.1%+15NewHistory
TGITriumph Group IncCOM101$1.00K<0.1%−144−58.8%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM23$1.00K<0.1%00.0%UnchangedHistory
TECHBIO-TECHNE CorpCOM4$1.00K<0.1%+3+300.0%AddedHistory
RWTRedwood Trust IncCOM192$1.00K<0.1%−58−23.2%ReducedHistory
EXRExtra Space Storage Inc.COM9$1.00K<0.1%−1−10.0%ReducedHistory
TYLTyler Technologies IncCOM2$1.00K<0.1%+2NewHistory
THCTenet Healthcare CorpCOM NEW27$1.00K<0.1%−65−70.7%ReducedHistory
TNLTravel & Leisure Co.COM38$1.00K<0.1%00.0%UnchangedHistory
HUBBHubbell IncCOM5$1.00K<0.1%+5NewHistory
RLRalph Lauren CorpCL A8$1.00K<0.1%00.0%UnchangedHistory
GAPGap IncCOM236$1.00K<0.1%−192−44.9%ReducedHistory
iShares Tr46434V274INTL EQTY FACTOR38$1.00K<0.1%00.0%Unchanged–
EXTRExtreme Networks IncCOM162$1.00K<0.1%00.0%UnchangedHistory
SKTTanger Inc.COM101$1.00K<0.1%00.0%UnchangedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1.00K<0.1%00.0%UnchangedHistory
NXRTNexPoint Residential Trust, Inc.COM23$1.00K<0.1%00.0%UnchangedHistory
SSPE.W. Scripps CoCL A NEW106$1.00K<0.1%−329−75.6%ReducedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD175$1.00K<0.1%−406−69.9%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.00K<0.1%00.0%Unchanged–
NTRSNorthern Trust CorpCOM14$1.00K<0.1%+14NewHistory
PCORProcore Technologies, Inc.COM27$1.00K<0.1%00.0%UnchangedHistory
MECMayville Engineering Company, Inc.COM191$1.00K<0.1%+191NewHistory
ANIKAnika Therapeutics, Inc.COM62$1.00K<0.1%00.0%UnchangedHistory
RIGTransocean Ltd.REGISTERED SHS240$1.00K<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM17$1.00K<0.1%00.0%UnchangedHistory
UGPUltrapar Holdings IncSP ADR REP COM621$1.00K<0.1%00.0%UnchangedHistory
SLGSL Green Realty CorpCOM32$1.00K<0.1%−24−42.9%ReducedHistory
RNGRingCentral, Inc.CL A28$1.00K<0.1%+28NewHistory
BCEBce IncCOM NEW18$1.00K<0.1%00.0%UnchangedHistory
TNDMTandem Diabetes Care IncCOM NEW20$1.00K<0.1%00.0%UnchangedHistory
ETDEthan Allen Interiors IncCOM50$1.00K<0.1%−277−84.7%ReducedHistory

Sold out since Q1 2022 (223)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 223 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF7,592$694.0K0.2%–
AZPNASPENTECH CorpCOM3,708$613.0K0.2%History
Vanguard BD Index FDS92203C303VANGUARD ULTRA2,068$102.0K<0.1%–
GSKGSK plcSPONSORED ADR2,340$102.0K<0.1%History
Signature BK New York N Y82669G104COM269$78.0K<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF2,146$60.0K<0.1%–
VanEck ETF Trust92189H409HIGH YLD MUNIETF1,000$57.0K<0.1%–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,793$54.0K<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF1,785$47.0K<0.1%–
CDKCDK Global, Inc.COM790$38.0K<0.1%History
CMPCompass Minerals International IncStock592$37.0K<0.1%History
Ssga Active ETF Tr78467V848ST STR TOTAL ETF766$34.0K<0.1%–
SPDR Series Trust78464A284ST NUVE HIGH ETF614$34.0K<0.1%–
State Street SPDR S&P Bank ETF78464A797ETF517$27.0K<0.1%–
Global X FDS37954Y343GLBL X MLP ETF643$26.0K<0.1%–
GTLSChart Industries IncCOM147$25.0K<0.1%History
SVCService Properties TrustCOM SH BEN INT2,578$23.0K<0.1%History
FLOWSPX FLOW, Inc.COM255$22.0K<0.1%History
US Ecology, Inc.91734M103COM474$22.0K<0.1%–
BBBY20230930-DK-Butterfly-1, Inc.COM919$21.0K<0.1%History
REGIRenewable Energy Group, Inc.COM NEW345$21.0K<0.1%History
State Street Real Estate Select Sector SPDR ETF81369Y860ETF412$20.0K<0.1%–
EATBrinker International, IncStock528$20.0K<0.1%History
Invesco Exchange Traded FD T46137V407INVESCO MSCI303$19.0K<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF462$19.0K<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF855$19.0K<0.1%–
CGNXCognex CorpCOM243$19.0K<0.1%History
WBDWarner Bros. Discovery, Inc.COM SER A779$19.0K<0.1%History
ISBCInvestors Bancorp, Inc.COM1,235$19.0K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF196$17.0K<0.1%–
iShares MSCI USA Momentum Factor ETF46432F396ETF100$17.0K<0.1%–
PLNTPlanet Fitness, Inc.CL A189$16.0K<0.1%History
RBARB Global Inc.COM270$16.0K<0.1%History
WWDWoodward, Inc.COM120$15.0K<0.1%History
LSCCLattice Semiconductor CorpCOM223$14.0K<0.1%History
EVHEvolent Health, Inc.CL A421$14.0K<0.1%History
CUBECubeSmartREIT243$13.0K<0.1%History
SKMSK Telecom Co LtdSPONSORED ADR490$13.0K<0.1%History
FNDFloor & Decor Holdings, Inc.CL A157$13.0K<0.1%History
ATRCAtriCure, Inc.COM202$13.0K<0.1%History
MNRLMNRL Sub Inc.CL A COM512$13.0K<0.1%History
EVRIEveri Holdings Inc.COM613$13.0K<0.1%History
Vanguard S&P 500 Growth ETF921932505ETF44$12.0K<0.1%–
FOEFerro CorpCOM556$12.0K<0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF111$11.0K<0.1%–
CELHCelsius Holdings, Inc.COM NEW194$11.0K<0.1%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG498$11.0K<0.1%–
iShares Tr464288273EAFE SML CP ETF173$11.0K<0.1%–
RIGLRigel Pharmaceuticals IncCOM NEW3,869$11.0K<0.1%History
State Street Utilities Select Sector SPDR ETF81369Y886ETF130$10.0K<0.1%–
KNSLKinsale Capital Group, Inc.Stock46$10.0K<0.1%History
Global X FDS37954Y442CLOUD COMPUTNG448$10.0K<0.1%–
GMABGenmab A/SSPONSORED ADS288$10.0K<0.1%History
PEGAPegasystems IncCOM122$10.0K<0.1%History
UHTUniversal Health Realty Income TrustSH BEN INT163$10.0K<0.1%History
CCMPCMC Materials, Inc.COM52$10.0K<0.1%History
SUMSummit Materials, Inc.CL A319$10.0K<0.1%History
FLRFluor CorpStock300$9.00K<0.1%History
ICLRIcon PLCCOM36$9.00K<0.1%History
BEAMBeam Therapeutics Inc.COM154$9.00K<0.1%History
LITELumentum Holdings Inc.COM95$9.00K<0.1%History
HALOHalozyme Therapeutics, Inc.COM215$9.00K<0.1%History
HZOMarinemax IncCOM224$9.00K<0.1%History
SPTSprout Social, Inc.COM CL A111$9.00K<0.1%History
Natura &CO Hldg S A63884N108ADS843$9.00K<0.1%–
TUPTupperware Brands CorpCOM456$9.00K<0.1%History
TREXTrex Co IncCOM124$8.00K<0.1%History
WINGWingstop Inc.COM64$8.00K<0.1%History
OMCLOmnicell, Inc.COM64$8.00K<0.1%History
MDPediatrix Medical Group, Inc.COM330$8.00K<0.1%History
MEDPMedpace Holdings, Inc.COM46$8.00K<0.1%History
INSPInspire Medical Systems, Inc.COM32$8.00K<0.1%History
OFIXOrthofix Medical Inc.COM242$8.00K<0.1%History
CNXNPC Connection IncCOM155$8.00K<0.1%History
CSIICardiovascular Systems IncCOM342$8.00K<0.1%History
MGPMGM Growth Properties LLCCL A COM210$8.00K<0.1%History
CASYCaseys General Stores IncCOM33$7.00K<0.1%History
MPAAMotorcar Parts of America IncCOM410$7.00K<0.1%History
PJTPJT Partners Inc.COM CL A105$7.00K<0.1%History
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7.00K<0.1%–
BGSB&G Foods, Inc.COM267$7.00K<0.1%History
BLNKBlink Charging Co.COM250$7.00K<0.1%History
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW61$7.00K<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT278$7.00K<0.1%History
WUWestern Union COStock295$6.00K<0.1%History
SLABSilicon Laboratories Inc.Stock43$6.00K<0.1%History
Global X FDS37954Y848GLOBAL X SILVER165$6.00K<0.1%–
BCOBrinks CoCOM83$6.00K<0.1%History
SABRSabre CorpCOM505$6.00K<0.1%History
CWSTCasella Waste Systems IncCL A64$6.00K<0.1%History
GOGrocery Outlet Holding Corp.COM181$6.00K<0.1%History
ADTNADTRAN Holdings, Inc.COM362$6.00K<0.1%History
Atech (Parent) Resolution Corp.00973N102COM913$6.00K<0.1%–
ATRSAntares Pharma, Inc.COM1,352$6.00K<0.1%History
EVOPEVO Payments, Inc.CL A COM244$6.00K<0.1%History
KRTXKaruna Therapeutics, Inc.COM50$6.00K<0.1%History
PBCTPeople's United Financial, Inc.COM283$6.00K<0.1%History
Fidelity MSCI Energy Index ETF316092402ETF237$5.00K<0.1%–
BPMCBlueprint Medicines CorpCOM81$5.00K<0.1%History
PGNYProgyny, Inc.COM105$5.00K<0.1%History