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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2022

Holdings as of Sep 30, 2022, filed Nov 7, 2022. Long positions only; changes compare share counts with Q2 2022.

Institution overview
Positions
2,038
+290 vs. Q2 2022
Portfolio value
$436.8M
+$48.9M (+12.6%) vs. Q2 2022
Filed
Nov 7, 2022
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
MELIMercadolibre IncCOM1$1.00K<0.1%−2−66.7%ReducedHistory
RCReady Capital CorpCOM115$1.00K<0.1%−333−74.3%ReducedHistory
WPMWheaton Precious Metals Corp.COM37$1.00K<0.1%+37NewHistory
CASYCaseys General Stores IncCOM5$1.00K<0.1%+5NewHistory
EPACEnerpac Tool Group CorpCL A COM29$1.00K<0.1%+29NewHistory
TTITetra Technologies IncCOM414$1.00K<0.1%+414NewHistory
DOXAmdocs LtdSHS12$1.00K<0.1%+12NewHistory
ARDCAres Dynamic Credit Allocation Fund, Inc.COM91$1.00K<0.1%+91NewHistory
WLKWestlake CorpCOM10$1.00K<0.1%+10NewHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A33$1.00K<0.1%+33NewHistory
PFGCPerformance Food Group CoCOM18$1.00K<0.1%+18NewHistory
PRKSUnited Parks & Resorts Inc.COM23$1.00K<0.1%00.0%UnchangedHistory
UTHRUnited Therapeutics CorpCOM4$1.00K<0.1%+4NewHistory
MYEMyers Industries IncCOM90$1.00K<0.1%−250−73.5%ReducedHistory
AMKRAmkor Technology, Inc.COM57$1.00K<0.1%+57NewHistory
USFDUS Foods Holding Corp.COM30$1.00K<0.1%+30NewHistory
TXG10x Genomics, Inc.CL A COM31$1.00K<0.1%+31NewHistory
EADAllspring Income Opportunities FundINC OPPTY FD216$1.00K<0.1%+216NewHistory
TCBITexas Capital Bancshares IncCOM21$1.00K<0.1%+21NewHistory
ACIAlbertsons Companies, Inc.COMMON STOCK35$1.00K<0.1%+35NewHistory
TYLTyler Technologies IncCOM2$1.00K<0.1%00.0%UnchangedHistory
LPXLouisiana-Pacific CorpCOM16$1.00K<0.1%+16NewHistory
HCSGHealthcare Services Group IncCOM119$1.00K<0.1%−701−85.5%ReducedHistory
MOHMolina Healthcare, Inc.COM2$1.00K<0.1%+2NewHistory
THCTenet Healthcare CorpCOM NEW27$1.00K<0.1%00.0%UnchangedHistory
HUBBHubbell IncCOM5$1.00K<0.1%00.0%UnchangedHistory
RLRalph Lauren CorpCL A8$1.00K<0.1%00.0%UnchangedHistory
TGLSTecnoglass Holdings Inc.ORD SHS51$1.00K<0.1%+51NewHistory
KRCKilroy Realty CorpCOM33$1.00K<0.1%+33NewHistory
iShares Tr46434V274INTL EQTY FACTOR38$1.00K<0.1%00.0%Unchanged–
HWKNHawkins IncCOM27$1.00K<0.1%+27NewHistory
DXPEDXP Enterprises IncCOM NEW56$1.00K<0.1%+56NewHistory
ACHCAcadia Healthcare Company, Inc.COM13$1.00K<0.1%+13NewHistory
IESCIES Holdings, Inc.COM31$1.00K<0.1%+31NewHistory
SKTTanger Inc.COM101$1.00K<0.1%00.0%UnchangedHistory
UFPTUfp Technologies IncCOM12$1.00K<0.1%+12NewHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1.00K<0.1%00.0%UnchangedHistory
NXRTNexPoint Residential Trust, Inc.COM23$1.00K<0.1%00.0%UnchangedHistory
SBHSally Beauty Holdings, Inc.COM116$1.00K<0.1%−187−61.7%ReducedHistory
OMCLOmnicell, Inc.COM15$1.00K<0.1%+15NewHistory
Ea Series Trust02072L722STRI US ENER ETF36$1.00K<0.1%+36New–
TFIITFI International Inc.COM7$1.00K<0.1%+7NewHistory
COLDAmericold Realty TrustCOM23$1.00K<0.1%+23NewHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD208$1.00K<0.1%+33+18.9%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR24$1.00K<0.1%−42−63.6%ReducedHistory
RUNSunrun Inc.COM28$1.00K<0.1%−94−77.0%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.00K<0.1%00.0%Unchanged–
HRBH&R Block IncCOM21$1.00K<0.1%+21NewHistory
TOLToll Brothers, Inc.COM20$1.00K<0.1%+20NewHistory
INMDInMode Ltd.SHS35$1.00K<0.1%+35NewHistory
ADTADT Inc.COM138$1.00K<0.1%+138NewHistory
JEFJefferies Financial Group Inc.COM33$1.00K<0.1%−1,851−98.2%ReducedHistory
ADXAdams Diversified Equity Fund, Inc.COM57$1.00K<0.1%+57NewHistory
IMKTAIngles Markets IncCL A10$1.00K<0.1%+10NewHistory
PCORProcore Technologies, Inc.COM27$1.00K<0.1%00.0%UnchangedHistory
PCTYPaylocity Holding CorpCOM6$1.00K<0.1%+6NewHistory
LPLLG Display Co., Ltd.SPONS ADR REP270$1.00K<0.1%−2,291−89.5%ReducedHistory
ANFAbercrombie & Fitch CoCL A95$1.00K<0.1%+95NewHistory
ARLOArlo Technologies, Inc.COM284$1.00K<0.1%+284NewHistory
MTNVail Resorts IncCOM4$1.00K<0.1%+4NewHistory
OPCHOption Care Health, Inc.COM NEW29$1.00K<0.1%+29NewHistory
TKRTimken CoCOM17$1.00K<0.1%−1,143−98.5%ReducedHistory
UEUrban Edge PropertiesCOM39$1.00K<0.1%+39NewHistory
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT118$1.00K<0.1%+118NewHistory
SNDRSchneider National, Inc.CL B40$1.00K<0.1%+40NewHistory
PRGOPERRIGO Co plcSHS22$1.00K<0.1%+22NewHistory
RIGTransocean Ltd.REGISTERED SHS240$1.00K<0.1%00.0%UnchangedHistory
UGPUltrapar Holdings IncSP ADR REP COM621$1.00K<0.1%00.0%UnchangedHistory
BTUPeabody Energy CorpCOM45$1.00K<0.1%−475−91.3%ReducedHistory
POSTPost Holdings, Inc.COM11$1.00K<0.1%+11NewHistory
PSNParsons CorpCOM23$1.00K<0.1%+23NewHistory
CELHCelsius Holdings, Inc.COM NEW9$1.00K<0.1%+9NewHistory
TEITempleton Emerging Markets Income FundCOM125$1.00K<0.1%+125NewHistory
INVAInnoviva, Inc.COM113$1.00K<0.1%00.0%UnchangedHistory
HQYHealthequity, Inc.COM12$1.00K<0.1%+12NewHistory
ASANAsana, Inc.CL A61$1.00K<0.1%+34+125.9%AddedHistory
ROKURoku, IncCOM CL A22$1.00K<0.1%−13−37.1%ReducedHistory
BCEBce IncCOM NEW25$1.00K<0.1%+7+38.9%AddedHistory
ARAntero Resources CorpCOM30$1.00K<0.1%+30NewHistory
TNDMTandem Diabetes Care IncCOM NEW20$1.00K<0.1%00.0%UnchangedHistory
DPZDominos Pizza IncCOM2$1.00K<0.1%+2NewHistory
VVXV2X, Inc.COM38$1.00K<0.1%+38NewHistory
GDVGabelli Dividend & Income TrustCOM47$1.00K<0.1%+47NewHistory
ANGOAngiodynamics IncCOM46$1.00K<0.1%+46NewHistory
EGPEastgroup Properties IncCOM10$1.00K<0.1%−80−88.9%ReducedHistory
CWSTCasella Waste Systems IncCL A12$1.00K<0.1%+12NewHistory
CVNACarvana Co.CL A66$1.00K<0.1%+66NewHistory
KRNYKearny Financial Corp.COM84$1.00K<0.1%+84NewHistory
HDBHDFC Bank LtdSPONSORED ADS12$1.00K<0.1%+12NewHistory
SENEASeneca Foods CorpCL A19$1.00K<0.1%+19NewHistory
ASRSoutheast Airport GroupSPON ADR SER B7$1.00K<0.1%00.0%UnchangedHistory
BSACBanco Santander ChileSP ADR REP COM96$1.00K<0.1%+96NewHistory
XPEVXpeng Inc.ADS101$1.00K<0.1%−12−10.6%ReducedHistory
ADArray Digital Infrastructure, Inc.COM34$1.00K<0.1%+34NewHistory
BILIBilibili Inc.SPONS ADS REP Z40$1.00K<0.1%−188−82.5%ReducedHistory
CCBGCapital City Bank Group IncCOM30$1.00K<0.1%+30NewHistory
CSRCenterspaceCOM15$1.00K<0.1%00.0%UnchangedHistory
CLDTChatham Lodging TrustCOM134$1.00K<0.1%−358−72.8%ReducedHistory
CRSRCorsair Gaming, Inc.COM112$1.00K<0.1%00.0%UnchangedHistory
DBRGDigitalBridge Group, Inc.CL A NEW52$1.00K<0.1%+52NewHistory

Sold out since Q2 2022 (180)

Positions held at the end of Q2 2022 that are gone from this filing.

The largest 100 of 180 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2022
SecurityClassShares in Q2 2022Value in Q2 2022% of portfolio in Q2 2022History
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN15,988$581.0K0.1%–
iShares S&P Small-Cap 600 Value ETF464287879ETF2,312$206.0K0.1%–
Vanguard Intl Equity Index F922042676GLB EX US ETF2,240$99.0K<0.1%–
iShares Tr464289875CORE 40 MODE ETF2,322$90.0K<0.1%–
SAFMSanderson Farms IncCOM383$83.0K<0.1%History
HASHasbro, Inc.COM963$79.0K<0.1%History
ZDZiff Davis, Inc.COM1,047$78.0K<0.1%History
DJTTrump Media & Technology Group Corp.Stock2,988$72.0K<0.1%History
iShares Russell Midcap ETF464287499ETF1,100$71.0K<0.1%–
PSBPS Business Parks, Inc.COM380$71.0K<0.1%History
SRCSpirit Realty Capital, Inc.COM NEW1,823$69.0K<0.1%History
TEAMAtlassian CorpCL A370$69.0K<0.1%History
ONTOOnto Innovation Inc.COM941$66.0K<0.1%History
iShares Tr464288166AGENCY BOND ETF590$65.0K<0.1%–
CVLTCommvault Systems IncCOM1,027$65.0K<0.1%History
MMSMaximus, Inc.COM981$61.0K<0.1%History
MASIMasimo CorpCOM467$61.0K<0.1%History
FSVFirstService CorpCOM493$60.0K<0.1%History
CHHChoice Hotels International IncCOM538$60.0K<0.1%History
EFOREverforth IncCOM654$59.0K<0.1%History
PCHPotlatchdeltic CorpCOM1,313$58.0K<0.1%History
VSHVishay Intertechnology IncCOM3,139$56.0K<0.1%History
STAGSTAG Industrial, Inc.COM1,771$55.0K<0.1%History
SFStifel Financial CorpCOM965$54.0K<0.1%History
BNTXBioNTech SESPONSORED ADS360$54.0K<0.1%History
NATINational Instruments CorpCOM1,727$54.0K<0.1%History
WKWorkiva IncCOM CL A810$53.0K<0.1%History
ENSEnerSysCOM860$51.0K<0.1%History
ENOVEnovis CORPCOM907$50.0K<0.1%History
TXTernium S.A.SPONSORED ADS1,390$50.0K<0.1%History
Crescent PT Energy Corp22576C101COM6,965$50.0K<0.1%–
KBHKB HomeCOM1,724$49.0K<0.1%History
AMAntero Midstream CorpStock5,212$47.0K<0.1%History
HUNHuntsman CORPCOM1,657$47.0K<0.1%History
FLFoot Locker, Inc.COM1,845$47.0K<0.1%History
VETVermilion Energy Inc.COM2,398$46.0K<0.1%History
UNVRUnivar Solutions Inc.COM1,863$46.0K<0.1%History
Enerplus Corp292766102COM3,142$42.0K<0.1%–
Northern LTS FD Tr IV66538H393INSPIRE TACTICAL1,607$39.0K<0.1%–
ARNCArconic CorpCOM1,249$35.0K<0.1%History
J P Morgan Exchange Traded F46641Q779US MOMENTUM905$33.0K<0.1%–
IDAIdacorp IncCOM297$31.0K<0.1%History
MANTMantech International CorpCL A306$29.0K<0.1%History
China Petroleum & Chemical C16941R108SPON ADR H SHS616$28.0K<0.1%–
HIWHighwoods Properties, Inc.COM804$27.0K<0.1%History
MTORMeritor, Inc.COM685$25.0K<0.1%History
MKSIMKS IncCOM214$22.0K<0.1%History
Northern LTS FD Tr IV66538H278MAIN THEMATC IN1,654$22.0K<0.1%–
HNIHni CorpStock471$17.0K<0.1%History
FVRRFiverr International Ltd.ORD SHS500$17.0K<0.1%History
Two Harbors Investment Corp.90187B408COM NEW3,415$17.0K<0.1%–
BHEBenchmark Electronics IncCOM657$14.0K<0.1%History
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF269$14.0K<0.1%–
LSEALandsea Homes CorpCOM2,122$14.0K<0.1%History
ASTEAstec Industries IncCOM302$13.0K<0.1%History
DLXDeluxe CorpCOM586$13.0K<0.1%History
IPGPIpg Photonics CorpCOM134$12.0K<0.1%History
Petrochina Co Ltd71646E100SPONSORED ADR260$12.0K<0.1%–
VZIOVizio Holding Corp.CL A COM1,711$12.0K<0.1%History
KELYAKelly Services IncCL A540$11.0K<0.1%History
RHRHCOM47$10.0K<0.1%History
JBTMJBT Marel CorpCOM84$9.00K<0.1%History
MHOM/I Homes, Inc.COM228$9.00K<0.1%History
Fidelity Covington Trust316092857MSCI RL EST ETF319$9.00K<0.1%–
NWGNatWest Group plcSPONS ADR 2 ORD1,414$8.00K<0.1%History
Collaborative Investmnt Ser19423L565TUTTLE CAP SHORT125$8.00K<0.1%–
CSTMConstellium SECL A SHS569$7.00K<0.1%History
ACHAccendra Health IncStock202$6.00K<0.1%History
FIZZNational Beverage CorpCOM126$6.00K<0.1%History
Flexshares Tr33939L605IBOXX 5YR TRGT247$6.00K<0.1%–
VTOLBristow Group Inc.COM241$6.00K<0.1%History
GDSGDS Holdings LtdSPONSORED ADS193$6.00K<0.1%History
SRDXSurmodics IncCOM174$6.00K<0.1%History
TMXTerminix Global Holdings IncCOM140$6.00K<0.1%History
BNSBank of Nova ScotiaCOM81$5.00K<0.1%History
AWIArmstrong World Industries IncCOM62$5.00K<0.1%History
RLIRli CorpCOM46$5.00K<0.1%History
PAHCPhibro Animal Health CorpCL A COM258$5.00K<0.1%History
SYBTStock Yards Bancorp, Inc.COM82$5.00K<0.1%History
UPBDUpbound Group, Inc.COM279$5.00K<0.1%History
VLGEAVillage Super Market IncCL A NEW232$5.00K<0.1%History
NTUSNatus Medical IncCOM160$5.00K<0.1%History
SWISolarWinds CorpCOM450$5.00K<0.1%History
PRIPrimerica, Inc.Stock32$4.00K<0.1%History
PENNPENN Entertainment, Inc.COM128$4.00K<0.1%History
BRKRBruker CorpCOM61$4.00K<0.1%History
SHCSotera Health CoCOM195$4.00K<0.1%History
iShares Tr464287341GLOBAL ENERG ETF118$4.00K<0.1%–
VIAVViavi Solutions Inc.COM318$4.00K<0.1%History
CHCTCommunity Healthcare Trust IncCOM104$4.00K<0.1%History
OLPXOlaplex Holdings, Inc.COM265$4.00K<0.1%History
LESLLeslie's, Inc.COM246$4.00K<0.1%History
POLYPlantronics IncCOM100$4.00K<0.1%History
DSEYDiversey Holdings, Ltd.ORD SHS689$4.00K<0.1%History
Eros Intl PLCG3788R105COM1,818$4.00K<0.1%–
UAAUnder Armour, Inc.Stock280$3.00K<0.1%History
HMYHarmony Gold Mining Co LtdADR957$3.00K<0.1%History
AMSCAmerican Superconductor CorpStock536$3.00K<0.1%History
PPLIPeople IncCOM NEW43$3.00K<0.1%History
DAKTDaktronics IncCOM952$3.00K<0.1%History