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
ITTItt Inc.COM2,209$148.0K<0.1%+787+55.3%AddedHistory
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
iShares Tr46436E759ESG EAFE ETF2,785$146.0K<0.1%−96−3.3%Reduced–
PHGKoninklijke Philips NVNY REGIS SHS NEW6,661$144.0K<0.1%+4,051+155.2%AddedHistory
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–
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–
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
GSGoldman Sachs Group IncStock458$136.0K<0.1%+93+25.5%AddedHistory
KMBKimberly Clark CorpStock1,000$136.0K<0.1%+380+61.3%AddedHistory
MMM3M CoStock1,034$133.0K<0.1%−47−4.3%ReducedHistory
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–
LHLabcorp Holdings Inc.COM NEW555$130.0K<0.1%+25+4.7%AddedHistory
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
BF.ABrown Forman CorpCL A1,890$128.0K<0.1%00.0%UnchangedHistory
iShares Tr46435U713US INFRASTRUC3,739$127.0K<0.1%+3,739New–
RELXRELX PLCSPONSORED ADR4,715$127.0K<0.1%−1,042−18.1%ReducedHistory
AMDAdvanced Micro Devices IncStock1,651$126.0K<0.1%+903+120.7%AddedHistory
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–
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–
WNS Hldgs Ltd92932M101SPON ADR1,654$123.0K<0.1%+1,654New–
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–
UALUnited Airlines Holdings, Inc.COM3,410$121.0K<0.1%+1,136+50.0%AddedHistory
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–
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–
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
ORCLOracle CorpStock1,653$115.0K<0.1%+507+44.2%AddedHistory
TMToyota Motor CorpADS734$114.0K<0.1%+626+579.6%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
DEDeere & CoStock375$112.0K<0.1%+75+25.0%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–
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
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
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
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
ETNEaton Corp plcStock832$104.0K<0.1%−195−19.0%ReducedHistory
FLOFlowers Foods IncCOM3,948$104.0K<0.1%+3,948NewHistory
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
TGTTarget CorpStock716$102.0K<0.1%+496+225.5%AddedHistory
MTBM&T Bank CorpCOM637$102.0K<0.1%+100+18.6%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
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
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–
AVAAvista CorpCOM2,259$98.0K<0.1%+2,036+913.0%AddedHistory
LRCXLam Research CorpCOM229$98.0K<0.1%+74+47.7%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM378$97.0K<0.1%+332+721.7%AddedHistory
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
BIDUBaidu, Inc.ADR640$95.0K<0.1%+527+466.4%AddedHistory
PUKPrudential PLCADR3,800$95.0K<0.1%−182−4.6%ReducedHistory
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
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
TDGTransDigm Group INCCOM171$92.0K<0.1%+64+59.8%AddedHistory
EPRTEssential Properties Realty Trust, Inc.COM4,291$92.0K<0.1%+4,291NewHistory
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

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