Skip to main content
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
AMGNAmgen IncStock2,975$724.0K0.2%+226+8.2%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF9,267$719.0K0.2%−890−8.8%Reduced–
Timothy Plan887432284US LARGE MID CP30,379$713.0K0.2%+14,972+97.2%Added–
AZNAstraZeneca PLCSPONSORED ADR10,672$706.0K0.2%+2,916+37.6%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF14,442$683.0K0.2%−2,060−12.5%Reduced–
CRLCharles River Laboratories International, Inc.COM3,184$681.0K0.2%−89−2.7%ReducedHistory
COSTCostco Wholesale CorpStock1,418$680.0K0.2%+307+27.6%AddedHistory
ADBEAdobe Inc.Stock1,839$674.0K0.2%+455+32.9%AddedHistory
RTXRTX CorpStock6,985$672.0K0.2%+278+4.1%AddedHistory
Vanguard BD Index FDS921937793LONG TERM BOND8,433$672.0K0.2%+264+3.2%Added–
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF13,159$671.0K0.2%−2,954−18.3%Reduced–
NDSNNordson CorpCOM3,313$670.0K0.2%+73+2.3%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD13,467$661.0K0.2%−19,017−58.5%Reduced–
iShares Tr4642886613 7 YR TREAS BD5,513$658.0K0.2%−1,175−17.6%Reduced–
DGDollar General CorpCOM2,641$647.0K0.2%+150+6.0%AddedHistory
BSYBentley Systems IncCOM CL B19,383$646.0K0.2%+5,032+35.1%AddedHistory
CSCOCisco Systems, Inc.Stock14,886$636.0K0.2%−217−1.4%ReducedHistory
SITESiteOne Landscape Supply, Inc.COM5,344$635.0K0.2%+477+9.8%AddedHistory
EXPOExponent IncCOM6,903$631.0K0.2%+2,825+69.3%AddedHistory
COOCooper Companies, Inc.COM NEW1,960$614.0K0.2%+83+4.4%AddedHistory
TERTeradyne, IncStock6,849$613.0K0.2%−56−0.8%ReducedHistory
ADPAutomatic Data Processing IncStock2,826$594.0K0.2%+11+0.4%AddedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF13,458$587.0K0.2%+13,458New–
WFCWells Fargo & CompanyStock14,864$582.0K0.2%+2,380+19.1%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN15,988$581.0K0.1%+15,988New–
CPRTCopart IncCOM5,331$579.0K0.1%+47+0.9%AddedHistory
JKHYJack Henry & Associates IncStock3,195$575.0K0.1%+319+11.1%AddedHistory
iShares Inc46434G764MSCI EMRG CHN11,959$571.0K0.1%+4,081+51.8%Added–
iShares Core S&P Small Cap ETF464287804ETF6,161$569.0K0.1%−1,410−18.6%Reduced–
NEENextera Energy IncStock7,344$569.0K0.1%−1,352−15.5%ReducedHistory
PMPhilip Morris International Inc.Stock5,722$565.0K0.1%+1,914+50.3%AddedHistory
FISFidelity National Information Services, Inc.Stock6,144$564.0K0.1%+408+7.1%AddedHistory
EFXEquifax IncCOM3,073$561.0K0.1%+45+1.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR6,835$558.0K0.1%+2,854+71.7%AddedHistory
BRK.BBerkshire Hathaway IncStock1,975$540.0K0.1%+510+34.8%AddedHistory
BACBank of America CorpStock17,382$540.0K0.1%+2,603+17.6%AddedHistory
NOCNorthrop Grumman CorpStock1,124$538.0K0.1%−743−39.8%ReducedHistory
COPConocoPhillipsStock5,990$537.0K0.1%+1,526+34.2%AddedHistory
DHRDanaher CorpStock2,053$521.0K0.1%+752+57.8%AddedHistory
PFEPfizer IncStock9,945$521.0K0.1%−134−1.3%ReducedHistory
SMGScotts Miracle-Gro CoStock6,485$512.0K0.1%+122+1.9%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF21,432$512.0K0.1%−1,255−5.5%Reduced–
TJXTJX Companies IncStock9,043$506.0K0.1%−1,057−10.5%ReducedHistory
NVONovo Nordisk A SADR4,496$502.0K0.1%+1,823+68.2%AddedHistory
iShares S&P 100 ETF464287101ETF2,895$499.0K0.1%+760+35.6%Added–
HUMHumana IncStock1,066$499.0K0.1%+377+54.7%AddedHistory
THOThor Industries IncCOM6,664$498.0K0.1%+85+1.3%AddedHistory
CHEChemed CorpCOM1,055$496.0K0.1%+125+13.4%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,869$495.0K0.1%−1,401−22.3%Reduced–
NVDANVIDIA CorpStock3,220$489.0K0.1%+1,560+94.0%AddedHistory
INTCIntel CorpStock12,878$482.0K0.1%+2,520+24.3%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock8,763$482.0K0.1%+113+1.3%AddedHistory
BLKBlackRock, Inc.COM786$478.0K0.1%−152−16.2%ReducedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,549$477.0K0.1%−46−2.9%ReducedHistory
ALLEAllegion plcORD SHS4,859$476.0K0.1%+46+1.0%AddedHistory
MAMastercard IncStock1,492$472.0K0.1%+678+83.3%AddedHistory
MRKMerck & Co., Inc.Stock5,164$471.0K0.1%−111−2.1%ReducedHistory
WMTWalmart Inc.Stock3,807$464.0K0.1%+962+33.8%AddedHistory
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF18,612$463.0K0.1%+3,484+23.0%Added–
TDYTeledyne Technologies IncCOM1,230$462.0K0.1%+508+70.4%AddedHistory
WSOWatsco IncCOM1,932$462.0K0.1%+1,902+6,340.0%AddedHistory
HPQHP IncStock13,739$451.0K0.1%+12,084+730.2%AddedHistory
GLDSPDR Gold TrustETF2,673$450.0K0.1%00.0%UnchangedHistory
iShares Tr464288885EAFE GRWTH ETF5,527$445.0K0.1%+180+3.4%Added–
CCICrown Castle Inc.REIT2,620$442.0K0.1%+280+12.0%AddedHistory
ELVElevance Health, Inc.Stock898$435.0K0.1%+194+27.6%AddedHistory
NKENIKE, Inc.Stock4,197$429.0K0.1%+1,616+62.6%AddedHistory
DEODiageo PLCSPON ADR NEW2,448$426.0K0.1%+112+4.8%AddedHistory
ASMLASML Holding NVADR889$424.0K0.1%+437+96.7%AddedHistory
ICEIntercontinental Exchange, Inc.Stock4,500$423.0K0.1%+692+18.2%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF3,146$412.0K0.1%+76+2.5%Added–
ACNAccenture plcStock1,476$409.0K0.1%+344+30.4%AddedHistory
LOWLowes Companies IncStock2,325$407.0K0.1%+259+12.5%AddedHistory
LIILennox International IncCOM1,954$404.0K0.1%+40+2.1%AddedHistory
DLBDolby Laboratories, Inc.COM CL A5,615$402.0K0.1%+5,615NewHistory
iShares Russell 2000 ETF464287655ETF2,343$397.0K0.1%−318−12.0%Reduced–
HONHoneywell International IncCOM2,280$397.0K0.1%−97−4.1%ReducedHistory
CRMSalesforce, Inc.Stock2,401$396.0K0.1%+117+5.1%AddedHistory
VZVerizon Communications IncStock7,771$394.0K0.1%+981+14.4%AddedHistory
ORLYO Reilly Automotive IncStock620$391.0K0.1%−15−2.4%ReducedHistory
AONAon plcCL A1,451$391.0K0.1%+541+59.5%AddedHistory
CMECME Group Inc.COM1,896$388.0K0.1%+471+33.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock701$380.0K0.1%+241+52.4%AddedHistory
ROLRollins IncCOM10,869$379.0K0.1%+216+2.0%AddedHistory
WCNWaste Connections, Inc.COM2,998$371.0K0.1%+1,217+68.3%AddedHistory
iShares Russell 1000 Growth ETF464287614ETF1,696$370.0K0.1%00.0%Unchanged–
iShares Inc464286533MSCI EMERG MRKT6,664$369.0K0.1%+6,664New–
BMYBristol Myers Squibb CoStock4,767$367.0K0.1%+3,834+410.9%AddedHistory
SGENSeagen Inc.COM2,074$367.0K0.1%+1,016+96.0%AddedHistory
ADIAnalog Devices IncStock2,503$366.0K0.1%+121+5.1%AddedHistory
GPNGlobal Payments IncStock3,292$364.0K0.1%−119−3.5%ReducedHistory
iShares Tips Bond ETF464287176ETF3,119$355.0K0.1%+1,018+48.5%Added–
Vanguard Total Bond Market ETF921937835ETF4,701$354.0K0.1%−2,396−33.8%Reduced–
AZPNAspen Technology, Inc.COM1,914$352.0K0.1%+1,914NewHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF7,414$347.0K0.1%+7,414New–
EQIXEquinix IncCOM510$336.0K0.1%+170+50.0%AddedHistory
AMTAmerican Tower CorpREIT1,300$332.0K0.1%−658−33.6%ReducedHistory
ELEstee Lauder Companies IncCL A1,304$332.0K0.1%+398+43.9%AddedHistory
MAPSWM Technology, Inc.COM100,316$330.0K0.1%+100,316NewHistory
DFSDiscover Financial ServicesCOM3,459$327.0K0.1%+305+9.7%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