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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
CLXClorox CoStock566$80.0K<0.1%+501+770.8%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock756$80.0K<0.1%−8−1.0%ReducedHistory
NTESNetEase, Inc.SPONSORED ADS861$80.0K<0.1%+772+867.4%AddedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX525$80.0K<0.1%00.0%Unchanged–
ABCBAmeris BancorpCOM2,005$80.0K<0.1%+1,566+356.7%AddedHistory
NSITInsight Enterprises IncCOM935$80.0K<0.1%+647+224.7%AddedHistory
EQNREquinor ASASPONSORED ADR2,305$80.0K<0.1%+1,869+428.7%AddedHistory
SSBSouthState Bank CorpCOM1,043$80.0K<0.1%00.0%UnchangedHistory
LULUlululemon athletica inc.Stock294$81.0K<0.1%00.0%UnchangedHistory
BKRBaker Hughes CoCL A2,783$81.0K<0.1%00.0%UnchangedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE2,695$81.0K<0.1%+302+12.6%Added–
CMSCMS Energy CorpCOM1,211$81.0K<0.1%+37+3.2%AddedHistory
TRNTrinity Industries IncCOM3,350$81.0K<0.1%+222+7.1%AddedHistory
LXPLXP Industrial TrustCOM7,530$81.0K<0.1%+5,805+336.5%AddedHistory
RJFRaymond James Financial IncCOM912$82.0K<0.1%−165−15.3%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,279$83.0K<0.1%+3,279NewHistory
ARWArrow Electronics, Inc.COM737$83.0K<0.1%+670+1,000.0%AddedHistory
INCYIncyte CorpCOM1,092$83.0K<0.1%+840+333.3%AddedHistory
CIENCiena CorpCOM NEW1,808$83.0K<0.1%+1,271+236.7%AddedHistory
SAFMSanderson Farms IncCOM383$83.0K<0.1%+383NewHistory
TELFYTelefonica S ASPONSORED ADR16,044$83.0K<0.1%+14,214+776.7%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS16,331$84.0K<0.1%+11,339+227.1%AddedHistory
LYBLyondellBasell Industries N.V.SHS - A -952$84.0K<0.1%+288+43.4%AddedHistory
TWNKHostess Brands, Inc.CL A3,923$84.0K<0.1%+3,660+1,391.6%AddedHistory
VLOValero Energy CorpStock806$85.0K<0.1%+421+109.4%AddedHistory
TXRHTexas Roadhouse, Inc.COM1,162$85.0K<0.1%+1,162NewHistory
LOGILogitech International S.A.SHS1,637$85.0K<0.1%+1,114+213.0%AddedHistory
CNPCenterpoint Energy IncCOM2,896$85.0K<0.1%+1,423+96.6%AddedHistory
DIODDiodes IncCOM1,329$86.0K<0.1%+848+176.3%AddedHistory
TRPTC Energy CorpCOM1,650$86.0K<0.1%+167+11.3%AddedHistory
MPCMarathon Petroleum CorpStock1,067$88.0K<0.1%+593+125.1%AddedHistory
CDNSCadence Design Systems IncStock584$88.0K<0.1%+486+495.9%AddedHistory
OTTROtter Tail CorpCOM1,305$88.0K<0.1%+1,305NewHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW3,535$88.0K<0.1%+3,535NewHistory
NTRNutrien Ltd.COM1,100$88.0K<0.1%+877+393.3%AddedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,960$88.0K<0.1%+1,687+617.9%AddedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF2,134$89.0K<0.1%+2,134New–
DHIHorton D R IncCOM1,338$89.0K<0.1%+1,179+741.5%AddedHistory
STLAStellantis N.V.SHS7,240$89.0K<0.1%+6,668+1,165.7%AddedHistory
WFWoori Financial Group Inc.SPONSORED ADS3,139$89.0K<0.1%+2,938+1,461.7%AddedHistory
AIGAmerican International Group, Inc.Stock1,762$90.0K<0.1%−46−2.5%ReducedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD1,810$90.0K<0.1%+1,735+2,313.3%Added–
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD4,093$90.0K<0.1%00.0%Unchanged–
iShares Tr464289875CORE 40 MODE ETF2,322$90.0K<0.1%+2,322New–
TUTelus CorpCOM4,043$90.0K<0.1%00.0%UnchangedHistory
ITWIllinois Tool Works IncStock501$91.0K<0.1%−258−34.0%ReducedHistory
TAKTakeda Pharmaceutical Co LtdADR6,490$91.0K<0.1%+5,070+357.0%AddedHistory
BF.BBrown Forman CorpStock1,297$91.0K<0.1%+77+6.3%AddedHistory
MCMoelis & CoCL A2,315$91.0K<0.1%+2,315NewHistory
SYFSynchrony FinancialCOM3,284$91.0K<0.1%+1,527+86.9%AddedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,551$91.0K<0.1%+1,551NewHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP1,890$91.0K<0.1%+12+0.6%Added–
JDJD.com, Inc.SPON ADS CL A1,417$91.0K<0.1%+1,417NewHistory
AWRAmerican States Water CoCOM1,110$91.0K<0.1%+968+681.7%AddedHistory
TDGTransDigm Group INCCOM171$92.0K<0.1%+64+59.8%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM4,291$92.0K<0.1%+4,291NewHistory
SUSuncor Energy IncStock2,665$93.0K<0.1%+1,410+112.4%AddedHistory
UBSUBS Group AGStock5,697$93.0K<0.1%+4,829+556.3%AddedHistory
SHOPShopify Inc.Stock3,020$94.0K<0.1%+2,550+542.6%AddedConverted for a 10-for-1 splitHistory
HUBSHubSpot IncCOM315$94.0K<0.1%+163+107.2%AddedHistory
Northern LTS FD Tr IV66538H633INSPIRE CORP BD4,037$94.0K<0.1%−505−11.1%Reduced–
GLOBGlobant S.A.COM536$94.0K<0.1%+286+114.4%AddedHistory
BIDUBaidu, Inc.ADR640$95.0K<0.1%+527+466.4%AddedHistory
PUKPrudential PLCADR3,800$95.0K<0.1%−182−4.6%ReducedHistory
WMWaste Management IncStock626$96.0K<0.1%−185−22.8%ReducedHistory
PBHPrestige Consumer Healthcare Inc.COM1,622$96.0K<0.1%+1,187+272.9%AddedHistory
ABBNYABB LtdSPONSORED ADR3,568$96.0K<0.1%+2,118+146.1%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM378$97.0K<0.1%+332+721.7%AddedHistory
AVAAvista CorpCOM2,259$98.0K<0.1%+2,036+913.0%AddedHistory
LRCXLam Research CorpCOM229$98.0K<0.1%+74+47.7%AddedHistory
SANMSanmina CorpCOM2,430$99.0K<0.1%+1,722+243.2%AddedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$99.0K<0.1%00.0%Unchanged–
GILDGilead Sciences, Inc.Stock1,644$100.0K<0.1%+568+52.8%AddedHistory
DLRDigital Realty Trust, Inc.COM777$100.0K<0.1%+56+7.8%AddedHistory
GDDYGoDaddy Inc.CL A1,429$100.0K<0.1%+497+53.3%AddedHistory
CEGConstellation Energy CorpStock1,759$101.0K<0.1%+1,043+145.7%AddedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW112,444$101.0K<0.1%+1,439+143.2%AddedHistory
TGTTarget CorpStock716$102.0K<0.1%+496+225.5%AddedHistory
MTBM&T Bank CorpCOM637$102.0K<0.1%+100+18.6%AddedHistory
AXPAmerican Express CoStock745$103.0K<0.1%+334+81.3%AddedHistory
MOAltria Group, Inc.Stock2,489$103.0K<0.1%−11−0.4%ReducedHistory
CHDChurch & Dwight Co IncCOM1,114$103.0K<0.1%+767+221.0%AddedHistory
ETNEaton Corp plcStock832$104.0K<0.1%−195−19.0%ReducedHistory
FLOFlowers Foods IncCOM3,948$104.0K<0.1%+3,948NewHistory
TROWPrice T Rowe Group IncStock919$105.0K<0.1%+789+606.9%AddedHistory
CDWCDW CorpCOM667$105.0K<0.1%−4,029−85.8%ReducedHistory
ROSTRoss Stores, Inc.COM1,499$105.0K<0.1%+253+20.3%AddedHistory
BHPBHP Group LtdADR1,869$106.0K<0.1%+1,632+688.6%AddedHistory
ALCAlcon IncStock1,502$106.0K<0.1%+913+155.0%AddedHistory
RIORio Tinto PLCADR1,737$106.0K<0.1%+1,477+568.1%AddedHistory
HEI.AHeico CorpCL A1,010$106.0K<0.1%+402+66.1%AddedHistory
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$106.0K<0.1%+106+4.3%Added–
EAElectronic Arts Inc.COM872$106.0K<0.1%+382+78.0%AddedHistory
ADCAgree Realty CorpCOM1,476$107.0K<0.1%+1,335+946.8%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR2,869$107.0K<0.1%+1,882+190.7%AddedHistory
GGenpact LTDSHS2,583$109.0K<0.1%+2,417+1,456.0%AddedHistory
SRSpire IncCOM1,466$109.0K<0.1%+963+191.5%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 34,551$109.0K<0.1%+4,186+1,146.8%AddedHistory
CARRCarrier Global CorpStock3,137$111.0K<0.1%+1,133+56.5%AddedHistory
Timothy Plan887432326HIG DV STK ETF3,762$111.0K<0.1%+312+9.0%Added–

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