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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
DEDeere & CoStock375$112.0K<0.1%+75+25.0%AddedHistory
Vanguard Energy ETF92204A306ETF1,139$113.0K<0.1%+83+7.9%Added–
CLColgate Palmolive CoStock1,405$113.0K<0.1%+1,186+541.6%AddedHistory
GSKGSK plcADR2,593$113.0K<0.1%+2,593NewHistory
MLIMueller Industries IncCOM2,117$113.0K<0.1%+1,673+376.8%AddedHistory
TMToyota Motor CorpADS734$114.0K<0.1%+626+579.6%AddedHistory
ORCLOracle CorpStock1,653$115.0K<0.1%+507+44.2%AddedHistory
NFLXNetflix IncStock673$117.0K<0.1%+219+48.2%AddedHistory
KRKroger CoStock2,465$117.0K<0.1%+1,269+106.1%AddedHistory
AMEAmetek IncCOM1,068$117.0K<0.1%+396+58.9%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF2,889$118.0K<0.1%−1,673−36.7%Reduced–
iShares Tr46435G409MSCI INTL VLU FT5,317$118.0K<0.1%−9,492−64.1%Reduced–
VRTXVertex Pharmaceuticals IncStock425$120.0K<0.1%+268+170.7%AddedHistory
OTISOtis Worldwide CorpStock1,708$120.0K<0.1%+288+20.3%AddedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT4,556$120.0K<0.1%+4,547+50,522.2%Added–
UALUnited Airlines Holdings, Inc.COM3,410$121.0K<0.1%+1,136+50.0%AddedHistory
COFCapital One Financial CorpStock1,166$122.0K<0.1%+544+87.5%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,946$122.0K<0.1%+142+7.9%Added–
WNS Hldgs Ltd92932M101SPON ADR1,654$123.0K<0.1%+1,654New–
EHCEncompass Health CorpCOM2,200$124.0K<0.1%+854+63.4%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,653$124.0K<0.1%+509+44.5%Added–
PLDPrologis, Inc.REIT1,061$125.0K<0.1%−477−31.0%ReducedHistory
CTVACorteva, Inc.Stock2,302$125.0K<0.1%−132−5.4%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF1,237$125.0K<0.1%+488+65.2%Added–
AMDAdvanced Micro Devices IncStock1,651$126.0K<0.1%+903+120.7%AddedHistory
iShares Tr46435U713US INFRASTRUC3,739$127.0K<0.1%+3,739New–
RELXRELX PLCSPONSORED ADR4,715$127.0K<0.1%−1,042−18.1%ReducedHistory
BF.ABrown Forman CorpCL A1,890$128.0K<0.1%00.0%UnchangedHistory
MUMicron Technology IncStock2,325$129.0K<0.1%+939+67.7%AddedHistory
VICIVici Properties Inc.COM4,314$129.0K<0.1%+661+18.1%AddedHistory
PXDPioneer Natural Resources CoCOM578$129.0K<0.1%+241+71.5%AddedHistory
LHLabcorp Holdings Inc.COM NEW555$130.0K<0.1%+25+4.7%AddedHistory
GISGeneral Mills IncStock1,732$131.0K<0.1%+618+55.5%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,501$131.0K<0.1%+708+39.5%Added–
MMM3M CoStock1,034$133.0K<0.1%−47−4.3%ReducedHistory
GSGoldman Sachs Group IncStock458$136.0K<0.1%+93+25.5%AddedHistory
KMBKimberly Clark CorpStock1,000$136.0K<0.1%+380+61.3%AddedHistory
EPDEnterprise Products Partners L.P.Stock5,680$138.0K<0.1%00.0%UnchangedHistory
PNCPNC Financial Services Group, Inc.Stock867$138.0K<0.1%−337−28.0%ReducedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD4,913$141.0K<0.1%+4,058+474.6%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED4,908$141.0K<0.1%−116−2.3%Reduced–
WMBWilliams Companies, Inc.COM4,555$142.0K<0.1%−446−8.9%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF1,177$142.0K<0.1%+670+132.1%Added–
PHGKoninklijke Philips NVNY REGIS SHS NEW6,661$144.0K<0.1%+4,051+155.2%AddedHistory
iShares Tr46436E759ESG EAFE ETF2,785$146.0K<0.1%−96−3.3%Reduced–
SBUXStarbucks CorpStock1,908$147.0K<0.1%−944−33.1%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM1,314$147.0K<0.1%+450+52.1%AddedHistory
AJGArthur J. Gallagher & Co.COM904$148.0K<0.1%+285+46.0%AddedHistory
ITTItt Inc.COM2,209$148.0K<0.1%+787+55.3%AddedHistory
YUMYum Brands IncStock1,312$149.0K<0.1%+552+72.6%AddedHistory
SPGIS&P Global Inc.Stock443$150.0K<0.1%−35−7.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW743$150.0K<0.1%+201+37.1%AddedHistory
BSXBoston Scientific CorpStock4,069$151.0K<0.1%−1,113−21.5%ReducedHistory
STTState Street CorpCOM2,437$151.0K<0.1%+741+43.7%AddedHistory
SHELShell plcADR2,917$152.0K<0.1%+2,340+405.5%AddedHistory
Pacer US Cash Cows 100 ETF69374H881ETF3,550$153.0K<0.1%+2,535+249.8%Added–
EWEdwards Lifesciences CorpStock1,614$154.0K<0.1%+629+63.9%AddedHistory
HALHalliburton CoStock4,915$154.0K<0.1%−32−0.6%ReducedHistory
EXCExelon CorpStock3,487$157.0K<0.1%+1,354+63.5%AddedHistory
GMGeneral Motors CoCOM4,974$157.0K<0.1%+236+5.0%AddedHistory
TSNTyson Foods, Inc.Stock1,875$161.0K<0.1%+765+68.9%AddedHistory
Schwab US Tips ETF808524870ETF2,902$162.0K<0.1%−1,512−34.3%Reduced–
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,322$162.0K<0.1%+338+17.0%Added–
Nushares ETF Tr67092P870NUVEEN ESG US7,178$164.0K<0.1%+66+0.9%Added–
DBCInvesco DB Commodity Index Tracking FundUNIT6,256$167.0K<0.1%00.0%UnchangedHistory
LWLamb Weston Holdings, Inc.Stock2,355$169.0K<0.1%00.0%UnchangedHistory
iShares Tr464287796U.S. ENERGY ETF4,413$169.0K<0.1%−2,088−32.1%Reduced–
iShares Tr464288588MBS ETF1,749$170.0K<0.1%−1,225−41.2%Reduced–
iShares Tr46435U663ESG AWARE MSCI5,394$170.0K<0.1%−315−5.5%Reduced–
MCWMister Car Wash, Inc.COM15,650$170.0K<0.1%00.0%UnchangedHistory
Vanguard Whitehall FDS921946810INTL DVD ETF2,504$171.0K<0.1%−363−12.7%Reduced–
REGNRegeneron Pharmaceuticals, Inc.COM289$172.0K<0.1%+122+73.1%AddedHistory
TTETotalEnergies SESPONSORED ADS3,281$172.0K<0.1%+1,922+141.4%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR3,244$175.0K<0.1%+808+33.2%AddedHistory
IBNIcici Bank LtdADR9,899$175.0K<0.1%+7,614+333.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock727$176.0K<0.1%+365+100.8%AddedHistory
Vanguard Real Estate ETF922908553ETF1,940$177.0K<0.1%−23−1.2%Reduced–
NOWServiceNow, Inc.Stock382$183.0K<0.1%+234+158.1%AddedHistory
SCHWSchwab Charles CorpStock2,905$183.0K<0.1%+1,220+72.4%AddedHistory
MCOMoodys CorpStock669$183.0K<0.1%+230+52.4%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM5,669$183.0K<0.1%−3,188−36.0%Reduced–
INTUIntuit Inc.Stock478$184.0K<0.1%+296+162.6%AddedHistory
FDXFedEx CorpStock814$185.0K<0.1%+376+85.8%AddedHistory
BKNGBooking Holdings Inc.Stock107$187.0K<0.1%+1+0.9%AddedHistory
iShares Tr46435G474FALN ANGLS USD7,703$189.0K<0.1%+180+2.4%Added–
MSCIMSCI Inc.Stock465$192.0K<0.1%−555−54.4%ReducedHistory
STZConstellation Brands, Inc.Stock832$194.0K0.1%+63+8.2%AddedHistory
CHTRCharter Communications, Inc.CL A418$195.0K0.1%+131+45.6%AddedHistory
iShares Tr464288414NATIONAL MUN ETF1,851$196.0K0.1%−3,645−66.3%Reduced–
IAUiShares Gold TrustETF5,742$197.0K0.1%−1,176−17.0%ReducedHistory
FANGDiamondback Energy, Inc.Stock1,624$197.0K0.1%−11−0.7%ReducedHistory
Timothy Plan887432342U S SM CP CORE6,877$199.0K0.1%+1,627+31.0%Added–
CABOCable One, Inc.COM156$201.0K0.1%+74+90.2%AddedHistory
ALLAllstate CorpStock1,594$202.0K0.1%−1−0.1%ReducedHistory
OUNZVanEck Merk Gold ETFGOLD SHS11,525$202.0K0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF2,312$206.0K0.1%+2,312New–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL6,242$209.0K0.1%−191−3.0%Reduced–
AMPAmeriprise Financial IncCOM902$214.0K0.1%+60+7.1%AddedHistory
VFCV F CorpStock4,851$215.0K0.1%+347+7.7%AddedHistory
BPBP PLCADR7,605$216.0K0.1%+1,205+18.8%AddedHistory

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