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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
PLUGPlug Power IncStock180$3.00K<0.1%−29−13.9%ReducedHistory
ONCBeOne Medicines Ltd.ADR17$3.00K<0.1%−25−59.5%ReducedHistory
UAAUnder Armour, Inc.Stock280$3.00K<0.1%+266+1,900.0%AddedHistory
HMYHarmony Gold Mining Co LtdADR957$3.00K<0.1%00.0%UnchangedHistory
SPOTSpotify Technology S.A.Stock33$3.00K<0.1%−88−72.7%ReducedHistory
AMSCAmerican Superconductor CorpStock536$3.00K<0.1%+536NewHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE85$3.00K<0.1%+10+13.3%Added–
TTCToro CoCOM43$3.00K<0.1%00.0%UnchangedHistory
MYRGMyr Group Inc.COM40$3.00K<0.1%00.0%UnchangedHistory
STRLSterling Infrastructure, Inc.COM150$3.00K<0.1%00.0%UnchangedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS499$3.00K<0.1%00.0%UnchangedHistory
ATROAstronics CorpCOM250$3.00K<0.1%00.0%UnchangedHistory
SAHSonic Automotive IncCL A84$3.00K<0.1%−117−58.2%ReducedHistory
PPLIPeople IncCOM NEW43$3.00K<0.1%+43NewHistory
MKTXMarketaxess Holdings IncCOM14$3.00K<0.1%+14NewHistory
AORTArtivion, Inc.COM183$3.00K<0.1%00.0%UnchangedHistory
BIOBio-Rad Laboratories, Inc.CL A6$3.00K<0.1%+3+100.0%AddedHistory
CBUCommunity Financial System, Inc.COM44$3.00K<0.1%−49−52.7%ReducedHistory
PRGSProgress Software CorpCOM62$3.00K<0.1%00.0%UnchangedHistory
ENVAEnova International, Inc.COM120$3.00K<0.1%00.0%UnchangedHistory
EEni SpASPONSORED ADR130$3.00K<0.1%00.0%UnchangedHistory
CRSCarpenter Technology CorpCOM103$3.00K<0.1%+19+22.6%AddedHistory
PHMPultegroup IncCOM81$3.00K<0.1%−21−20.6%ReducedHistory
FCNFti Consulting, IncCOM19$3.00K<0.1%00.0%UnchangedHistory
DAKTDaktronics IncCOM952$3.00K<0.1%+952NewHistory
ASBAssociated Banc-CorpCOM187$3.00K<0.1%00.0%UnchangedHistory
REYNReynolds Consumer Products Inc.COM108$3.00K<0.1%00.0%UnchangedHistory
CNMDCONMED CorpCOM28$3.00K<0.1%−127−81.9%ReducedHistory
RUNSunrun Inc.COM122$3.00K<0.1%−233−65.6%ReducedHistory
WSRWhitestone REITCOM302$3.00K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$3.00K<0.1%+40New–
DNNDenison Mines Corp.COM3,030$3.00K<0.1%+3,030NewHistory
SCIService Corp InternationalCOM48$3.00K<0.1%−50−51.0%ReducedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN66$3.00K<0.1%00.0%UnchangedHistory
SHOOSteven Madden, Ltd.COM103$3.00K<0.1%−261−71.7%ReducedHistory
MGAMagna International IncCOM47$3.00K<0.1%+47NewHistory
NMRNomura Holdings IncSPONSORED ADR920$3.00K<0.1%−2,294−71.4%ReducedHistory
PRAAPra Group IncCOM70$3.00K<0.1%+70NewHistory
TRMKTrustmark CorpCOM105$3.00K<0.1%−93−47.0%ReducedHistory
SIGASiga Technologies IncCOM258$3.00K<0.1%00.0%UnchangedHistory
OKTAOkta, Inc.CL A36$3.00K<0.1%+14+63.6%AddedHistory
MURMurphy Oil CorpCOM98$3.00K<0.1%00.0%UnchangedHistory
ROKURoku, IncCOM CL A35$3.00K<0.1%+20+133.3%AddedHistory
USPHU S Physical Therapy IncCOM28$3.00K<0.1%00.0%UnchangedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,719$3.00K<0.1%+396+29.9%AddedHistory
IRIngersoll Rand Inc.COM84$3.00K<0.1%+11+15.1%AddedHistory
NWNNorthwest Natural Holding CoCOM60$3.00K<0.1%00.0%UnchangedHistory
BDNBrandywine Realty TrustSH BEN INT NEW266$3.00K<0.1%−1,298−83.0%ReducedHistory
CALCaleres IncCOM97$3.00K<0.1%00.0%UnchangedHistory
LOCOEl Pollo Loco Holdings, Inc.COM353$3.00K<0.1%+206+140.1%AddedHistory
FSPFranklin Street Properties CorpCOM697$3.00K<0.1%−27−3.7%ReducedHistory
HAFCHanmi Financial CorpCOM NEW143$3.00K<0.1%00.0%UnchangedHistory
KROKronos Worldwide IncCOM155$3.00K<0.1%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A25$3.00K<0.1%+25NewHistory
NBRNabors Industries LtdSHS21$3.00K<0.1%00.0%UnchangedHistory
PETSPetmed Express IncCOM143$3.00K<0.1%−39−21.4%ReducedHistory
SEDGSolaredge Technologies, Inc.COM9$3.00K<0.1%+1+12.5%AddedHistory
TMPTompkins Financial CorpCOM44$3.00K<0.1%−5−10.2%ReducedHistory
TRTootsie Roll Industries IncCOM85$3.00K<0.1%+2+2.4%AddedHistory
TRSTTrustco Bank Corp N YCOM NEW99$3.00K<0.1%00.0%UnchangedHistory
WTIW&T Offshore IncCOM655$3.00K<0.1%00.0%UnchangedHistory
WGOWinnebago Industries IncCOM57$3.00K<0.1%+57NewHistory
Aluminum Corp China Limited022276109SPON ADR H SHS363$3.00K<0.1%−748−67.3%Reduced–
AMWLAmerican Well CorpCL A595$3.00K<0.1%+595NewHistory
BRKLBrookline Bancorp IncCOM257$3.00K<0.1%00.0%UnchangedHistory
Chindata Group Hldgs Ltd16955F107ADS352$3.00K<0.1%00.0%Unchanged–
CLRContinental Resources, IncCOM50$3.00K<0.1%00.0%UnchangedHistory
ESTEEarthstone Energy IncCL A228$3.00K<0.1%00.0%UnchangedHistory
ORANYOrangeSPONSORED ADR215$3.00K<0.1%00.0%UnchangedHistory
ODPODP CorpCOM85$3.00K<0.1%−132−60.8%ReducedHistory
SLCAU.S. Silica Holdings, Inc.COM227$3.00K<0.1%00.0%UnchangedHistory
UNITUniti Group Inc.COM319$3.00K<0.1%−161−33.5%ReducedHistory
VMWVmware LLCCL A COM28$3.00K<0.1%−69−71.1%ReducedHistory
FROFrontline plcSHS NEW286$3.00K<0.1%00.0%UnchangedHistory
NLSNNielsen Holdings plcSHS EUR139$3.00K<0.1%+18+14.9%AddedHistory
PENGPenguin Solutions, Inc.SHS198$3.00K<0.1%−4−2.0%ReducedHistory
STRSTR Sub Inc.CLASS A COM108$3.00K<0.1%+108NewHistory
DELLDell Technologies Inc.Stock81$4.00K<0.1%−102−55.7%ReducedHistory
WABWestinghouse Air Brake Technologies CorpStock48$4.00K<0.1%−18−27.3%ReducedHistory
AVNSAvanos Medical, Inc.Stock154$4.00K<0.1%−273−63.9%ReducedHistory
HWMHowmet Aerospace Inc.Stock131$4.00K<0.1%00.0%UnchangedHistory
PRIPrimerica, Inc.Stock32$4.00K<0.1%00.0%UnchangedHistory
POWLPowell Industries IncStock175$4.00K<0.1%00.0%UnchangedHistory
CECelanese CorpStock34$4.00K<0.1%+5+17.2%AddedHistory
SPDR Series Trust78468R721STATE STREET SPD78$4.00K<0.1%+25+47.2%Added–
VanEck ETF Trust92189F106GOLD MINERS ETF140$4.00K<0.1%−90−39.1%Reduced–
iShares Tr464288513IBOXX HI YD ETF53$4.00K<0.1%00.0%Unchanged–
PENNPENN Entertainment, Inc.COM128$4.00K<0.1%−50−28.1%ReducedHistory
ATOAtmos Energy CorpCOM35$4.00K<0.1%+18+105.9%AddedHistory
Invesco Exch Traded FD Tr II46138E511PFD ETF353$4.00K<0.1%+353New–
FMXMexican Economic Development IncSPON ADR UNITS56$4.00K<0.1%−118−67.8%ReducedHistory
FBINFortune Brands Innovations, Inc.COM67$4.00K<0.1%+50+294.1%AddedHistory
iShares Inc464286749MSCI SWITZERLAND100$4.00K<0.1%00.0%Unchanged–
PSOPearson PLCSPONSORED ADR459$4.00K<0.1%00.0%UnchangedHistory
WDAYWorkday, Inc.CL A30$4.00K<0.1%−24−44.4%ReducedHistory
WYNNWynn Resorts LtdCOM64$4.00K<0.1%−21−24.7%ReducedHistory
CBOECboe Global Markets, Inc.COM35$4.00K<0.1%00.0%UnchangedHistory
BRKRBruker CorpCOM61$4.00K<0.1%+61NewHistory
CHCOCity Holding CoCOM45$4.00K<0.1%00.0%UnchangedHistory
SHCSotera Health CoCOM195$4.00K<0.1%+195NewHistory

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