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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
2,302
+264 vs. Q3 2022
Portfolio value
$660.4M
+$223.6M (+51.2%) vs. Q3 2022
Filed
Feb 9, 2023
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADSKAutodesk, Inc.COM314$58.7K<0.1%+7+2.3%AddedHistory
AVTRAvantor, Inc.COM2,789$58.8K<0.1%+1,302+87.6%AddedHistory
THGHanover Insurance Group, Inc.COM437$59.1K<0.1%+315+258.2%AddedHistory
CAHCardinal Health IncStock770$59.2K<0.1%+128+19.9%AddedHistory
GLOBGlobant S.A.COM354$59.5K<0.1%+97+37.7%AddedHistory
SUSuncor Energy IncStock1,877$59.6K<0.1%+325+20.9%AddedHistory
SANBanco Santander, S.A.ADR20,213$59.6K<0.1%+4,452+28.2%AddedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF2,121$59.8K<0.1%−250−10.5%Reduced–
ALEAllete IncCOM NEW930$60.0K<0.1%+930NewHistory
SAPSAP SEADR582$60.1K<0.1%+71+13.9%AddedHistory
EXPDExpeditors International of Washington IncCOM579$60.2K<0.1%−313−35.1%ReducedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,473$60.2K<0.1%+490+49.8%Added–
LOPEGrand Canyon Education, Inc.COM572$60.4K<0.1%−29−4.8%ReducedHistory
TRVTravelers Companies, Inc.Stock323$60.6K<0.1%+66+25.7%AddedHistory
ORANYOrangeSPONSORED ADR6,139$60.7K<0.1%+4,897+394.3%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,395$60.8K<0.1%+1,395New–
HESHess CorpStock429$60.8K<0.1%−93−17.8%ReducedHistory
VFCV F CorpStock2,203$60.8K<0.1%−1,280−36.7%ReducedHistory
SRCLStericycle IncCOM1,221$60.9K<0.1%−86−6.6%ReducedHistory
EQNREquinor ASASPONSORED ADR1,702$60.9K<0.1%+1,056+163.5%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM1,170$61.0K<0.1%−139−10.6%ReducedHistory
HEI.AHeico CorpCL A509$61.0K<0.1%−137−21.2%ReducedHistory
SMPLSimply Good Foods CoCOM1,606$61.1K<0.1%+1,412+727.8%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF996$61.4K<0.1%+86+9.5%Added–
VNTVontier CorpStock3,191$61.7K<0.1%+1,333+71.7%AddedHistory
EMREmerson Electric CoStock642$61.7K<0.1%+299+87.2%AddedHistory
VRTVertiv Holdings CoCOM CL A4,518$61.7K<0.1%00.0%UnchangedHistory
STWDStarwood Property Trust, Inc.COM3,372$61.8K<0.1%−664−16.5%ReducedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE1,982$61.9K<0.1%00.0%Unchanged–
APOApollo Global Management, Inc.COM971$61.9K<0.1%+239+32.7%AddedHistory
SMCISuper Micro Computer, Inc.COM755$62.0K<0.1%+755NewHistory
LXPLXP Industrial TrustCOM6,212$62.2K<0.1%−3,412−35.5%ReducedHistory
HSYHershey CoCOM269$62.3K<0.1%+125+86.8%AddedHistory
FHNFirst Horizon CorpCOM2,546$62.4K<0.1%+10+0.4%AddedHistory
CARAvis Budget Group, Inc.COM381$62.5K<0.1%+350+1,129.0%AddedHistory
iShares Tr46436E601ESG MSCI EM LDRS1,467$62.5K<0.1%−524−26.3%Reduced–
ABNBAirbnb, Inc.Stock732$62.6K<0.1%+423+136.9%AddedHistory
LLoews CorpCOM1,073$62.6K<0.1%+228+27.0%AddedHistory
TTTrane Technologies plcSHS373$62.7K<0.1%+10+2.8%AddedHistory
RITMRithm Capital Corp.REIT7,690$62.8K<0.1%+7,593+7,827.8%AddedHistory
CTLTCatalent, Inc.COM1,397$62.9K<0.1%+1,391+23,183.3%AddedHistory
MTDRMatador Resources CoCOM1,100$63.0K<0.1%−18−1.6%ReducedHistory
MKTXMarketaxess Holdings IncCOM226$63.0K<0.1%+169+296.5%AddedHistory
TTCToro CoCOM557$63.1K<0.1%00.0%UnchangedHistory
WBAWalgreens Boots Alliance, Inc.COM1,692$63.2K<0.1%+777+84.9%AddedHistory
TPLTexas Pacific Land CorpStock27$63.3K<0.1%00.0%UnchangedHistory
ORIOld Republic International CorpCOM2,623$63.3K<0.1%−1,533−36.9%ReducedHistory
PPLIPeople IncCOM NEW1,427$63.4K<0.1%+1,427NewHistory
CMSCMS Energy CorpCOM1,003$63.5K<0.1%−10−1.0%ReducedHistory
GGBGerdau S.A.SPON ADR REP PFD11,485$63.6K<0.1%−127−1.1%ReducedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT5,524$63.6K<0.1%−2,693−32.8%ReducedHistory
CBRECbre Group, Inc.CL A828$63.7K<0.1%−1,176−58.7%ReducedHistory
DPZDominos Pizza IncCOM184$63.7K<0.1%+182+9,100.0%AddedHistory
BGBunge Global SACOM639$63.8K<0.1%+449+236.3%AddedHistory
PEGPublic Service Enterprise Group IncCOM1,042$63.8K<0.1%+90+9.5%AddedHistory
ALLYAlly Financial Inc.Stock2,615$63.9K<0.1%+2,383+1,027.2%AddedHistory
BBWIBath & Body Works, Inc.COM1,525$64.3K<0.1%+276+22.1%AddedHistory
INGING Groep NVSPONSORED ADR5,292$64.4K<0.1%+2,197+71.0%AddedHistory
WDCWestern Digital CorpCOM2,050$64.7K<0.1%+1,551+310.8%AddedHistory
LCIILci IndustriesCOM701$64.8K<0.1%−494−41.3%ReducedHistory
State Street Technology Select Sector SPDR ETF81369Y803ETF524$65.2K<0.1%+238+83.2%Added–
SYYSysco CorpStock861$65.8K<0.1%+326+60.9%AddedHistory
SPSCSPS Commerce IncCOM516$66.3K<0.1%00.0%UnchangedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS9,272$66.3K<0.1%+9,272NewHistory
XELXcel Energy IncStock946$66.3K<0.1%+206+27.8%AddedHistory
iShares Tr46435G474FALN ANGLS USD2,722$67.0K<0.1%−3,358−55.2%Reduced–
FCFSFirstCash Holdings, Inc.COM778$67.6K<0.1%+670+620.4%AddedHistory
NYTNew York Times CoCL A2,090$67.8K<0.1%00.0%UnchangedHistory
iShares Tr46436E767ESG MSCI USA ETF2,213$67.9K<0.1%−5,963−72.9%Reduced–
CWTCalifornia Water Service GroupCOM1,123$68.1K<0.1%+9+0.8%AddedHistory
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$68.9K<0.1%00.0%Unchanged–
IIPRInnovative Industrial Properties IncCOM682$69.1K<0.1%+264+63.2%AddedHistory
DLTRDollar Tree, Inc.COM492$69.6K<0.1%+23+4.9%AddedHistory
WITWipro LtdSPON ADR 1 SH14,961$69.7K<0.1%+13,742+1,127.3%AddedHistory
GRCGorman Rupp CoCOM2,740$70.2K<0.1%−45−1.6%ReducedHistory
HUNHuntsman CORPCOM2,567$70.5K<0.1%+2,567NewHistory
XYLXylem Inc.COM641$70.9K<0.1%00.0%UnchangedHistory
iShares Core S&P U.S. Growth ETF464287671ETF870$70.9K<0.1%+499+134.5%Added–
Legg Mason ETF Invt52468L406FRANKLIN US LOW1,865$70.9K<0.1%+1,865New–
FHIFederated Hermes, Inc.CL B1,962$71.2K<0.1%+1,199+157.1%AddedHistory
ABBNYABB LtdSPONSORED ADR2,339$71.3K<0.1%−299−11.3%ReducedHistory
FTVFortive CorpStock1,115$71.6K<0.1%+84+8.1%AddedHistory
AXSAxis Capital Holdings LtdSHS1,324$71.7K<0.1%+1,324NewHistory
RNGRingCentral, Inc.CL A2,038$72.1K<0.1%+1,815+813.9%AddedHistory
iShares Tr464287622RUS 1000 ETF343$72.2K<0.1%+196+133.3%Added–
ZSZscaler, Inc.Stock649$72.6K<0.1%+649NewHistory
BJBJ's Wholesale Club Holdings, Inc.COM1,098$72.6K<0.1%+7+0.6%AddedHistory
ANETArista Networks, Inc.COM601$72.9K<0.1%+62+11.5%AddedHistory
AEGAegon Ltd.NY REGISTRY SHS14,505$73.1K<0.1%+11,327+356.4%AddedHistory
AMAntero Midstream CorpStock6,818$73.6K<0.1%+6,818NewHistory
IPGPIpg Photonics CorpCOM779$73.7K<0.1%+779NewHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,340$73.8K<0.1%+6+0.4%Added–
SEESealed Air CorpCOM1,487$74.2K<0.1%+262+21.4%AddedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$74.5K<0.1%00.0%Unchanged–
WYWeyerhaeuser CoCOM NEW2,407$74.6K<0.1%+828+52.4%AddedHistory
MARMarriott International IncStock508$75.6K<0.1%−37−6.8%ReducedHistory
ATVIActivision Blizzard, Inc.COM990$75.8K<0.1%−382−27.8%ReducedHistory
DECKDeckers Outdoor CorpCOM190$75.8K<0.1%00.0%UnchangedHistory
TRPTC Energy CorpCOM1,910$76.1K<0.1%−165−8.0%ReducedHistory
EGEverest Group, Ltd.COM230$76.2K<0.1%+116+101.8%AddedHistory

Sold out since Q3 2022 (178)

Positions held at the end of Q3 2022 that are gone from this filing.

The largest 100 of 178 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares U S ETF Tr46431W507SHOR DURA BD ETF111,163$5.48M1.3%–
iShares Tr46429B655FLTG RATE NT ETF6,615$333.0K0.1%–
IBTXIndependent Bank Group, Inc.COM1,864$115.0K<0.1%History
Legg Mason ETF Invt524682200CLEARBRIDGE LRG2,557$102.0K<0.1%–
MGEEMge Energy IncCOM1,291$85.0K<0.1%History
ALRMAlarm.com Holdings, Inc.COM1,110$72.0K<0.1%History
CBRLCracker Barrel Old Country Store, IncCOM747$69.0K<0.1%History
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,632$66.0K<0.1%History
OGSONE Gas, Inc.COM911$64.0K<0.1%History
ESNTEssent Group Ltd.COM1,832$64.0K<0.1%History
TXNMTXNM Energy IncCOM1,396$64.0K<0.1%History
Tricon Residential Inc Com NPV89612W102COM5,726$50.0K<0.1%–
STAAStaar Surgical CoCOM PAR $0.01579$41.0K<0.1%History
LULufax Holding LtdADS REP SHS CL A15,613$40.0K<0.1%History
BHVNBiohaven Ltd.COM254$38.0K<0.1%History
TWTRTwitter, Inc.COM824$37.0K<0.1%History
CMBTCmb.tech NVSHS2,370$36.0K<0.1%History
ALKSAlkermes plc.SHS1,535$34.0K<0.1%History
WDFCWD 40 CoCOM190$33.0K<0.1%History
DREDuke Realty CorpCOM NEW696$33.0K<0.1%History
DHTDHT Holdings, Inc.SHS NEW4,276$32.0K<0.1%History
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT1,838$30.0K<0.1%–
ZLABZai Lab LtdADR810$28.0K<0.1%History
DTDynatrace, Inc.Stock678$24.0K<0.1%History
ROGRogers CorpCOM92$23.0K<0.1%History
AVNTAvient CorpCOM686$21.0K<0.1%History
CVETCovetrus, Inc.COM1,028$21.0K<0.1%History
FYBRFrontier Communications Parent, Inc.COM915$21.0K<0.1%History
OLEDUniversal Display CorpCOM214$20.0K<0.1%History
HMNHorace Mann Educators CorpCOM518$19.0K<0.1%History
ESTCElastic N.V.ORD SHS250$18.0K<0.1%History
Invesco Exchange Traded FD T46137V597RAFI US 1500119$17.0K<0.1%–
DAVAEndava plcADS206$17.0K<0.1%History
OTTROtter Tail CorpCOM221$14.0K<0.1%History
CTXSCitrix Systems IncCOM130$14.0K<0.1%History
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,180$13.0K<0.1%History
VIPSVipshop Holdings LtdSPONSORED ADS A1,508$13.0K<0.1%History
Northern LTS FD Tr IV66538H179MAIN BUYWRITE989$12.0K<0.1%–
HNGRHanger, Inc.COM NEW601$12.0K<0.1%History
First Tr Exchange Traded FD33738R118NASD TECH DIV250$11.0K<0.1%–
ALTRAltair Engineering Inc.COM CL A250$11.0K<0.1%History
BOXBox IncCL A403$10.0K<0.1%History
BKUBankUnited, Inc.COM289$10.0K<0.1%History
MSMMSC Industrial Direct Co IncCL A134$10.0K<0.1%History
PRAProassurance CorpCOM470$9.00K<0.1%History
SUMOSumo Logic, Inc.COM1,174$9.00K<0.1%History
Vanguard Utilities ETF92204A876ETF46$7.00K<0.1%–
IRMIron Mountain IncCOM150$7.00K<0.1%History
KMTKennametal IncCOM318$7.00K<0.1%History
AMCXAMC Global Media Inc.CL A372$7.00K<0.1%History
PRAAPra Group IncCOM227$7.00K<0.1%History
ELMEElme CommunitiesSH BEN INT372$7.00K<0.1%History
PCRXPacira BioSciences, Inc.COM128$7.00K<0.1%History
FAROFaro Technologies IncCOM258$7.00K<0.1%History
Adamas Trust, Inc.649604501COM PAR $.022,872$7.00K<0.1%–
Healthpeak Properties, Inc.71943U104COM480$7.00K<0.1%–
Amplify Blockchain Technology ETF032108607ETF346$6.00K<0.1%–
SONOSonos IncCOM388$6.00K<0.1%History
PAGSPagSeguro Digital Ltd.COM CL A440$6.00K<0.1%History
PMTPennyMac Mortgage Investment TrustCOM506$6.00K<0.1%History
NVAXNovavax IncCOM NEW339$6.00K<0.1%History
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$6.00K<0.1%–
KAMNKAMAN CorpCOM208$6.00K<0.1%History
TELFYTelefonica S ASPONSORED ADR1,940$6.00K<0.1%History
PIIPolaris Inc.Stock50$5.00K<0.1%History
GNLGlobal Net Lease, Inc.COM NEW486$5.00K<0.1%History
HRHealthcare Realty Trust IncCL A COM240$5.00K<0.1%History
NTBBank of N.T. Butterfield & Son LtdSHS NEW153$5.00K<0.1%History
CMCanadian Imperial Bank of CommerceCOM106$5.00K<0.1%History
NOKNokia CorpSPONSORED ADR1,253$5.00K<0.1%History
LBRDKLiberty Broadband CorpCOM SER C65$5.00K<0.1%History
BRKLBrookline Bancorp IncCOM462$5.00K<0.1%History
DEAEasterly Government Properties, Inc.COM347$5.00K<0.1%History
FLICFirst of Long Island CorpCOM310$5.00K<0.1%History
FDSFactset Research Systems IncStock10$4.00K<0.1%History
GIIIG III Apparel Group LtdCOM329$4.00K<0.1%History
DNNDenison Mines Corp.COM3,030$4.00K<0.1%History
MPAAMotorcar Parts of America IncCOM236$4.00K<0.1%History
COLMColumbia Sportswear CoCOM65$4.00K<0.1%History
KODKEastman Kodak CoCOM NEW911$4.00K<0.1%History
OCULOcular Therapeutix, IncCOM906$4.00K<0.1%History
LONALeonaBio, Inc.COM1,382$4.00K<0.1%History
HAHawaiian Holdings IncCOM311$4.00K<0.1%History
MODVModivCare IncCOM41$4.00K<0.1%History
SPNESeaSpine Holdings CorpCOM683$4.00K<0.1%History
Tenneco Inc880349105CL A VTG COM STK250$4.00K<0.1%–
MYRGMyr Group Inc.COM40$3.00K<0.1%History
CENXCentury Aluminum CoCOM534$3.00K<0.1%History
TDSTelephone & Data Systems IncCOM NEW235$3.00K<0.1%History
THRMGentherm IncCOM54$3.00K<0.1%History
AORTArtivion, Inc.COM183$3.00K<0.1%History
CRICarters IncCOM48$3.00K<0.1%History
OSISOsi Systems IncCOM37$3.00K<0.1%History
CBUCommunity Financial System, Inc.COM44$3.00K<0.1%History
STCStewart Information Services CorpCOM64$3.00K<0.1%History
PRLBProto Labs IncCOM86$3.00K<0.1%History
GPMTGranite Point Mortgage Trust Inc.COM STK421$3.00K<0.1%History
BBDBank BradescoSP ADR PFD NEW711$3.00K<0.1%History
AHRTAH Realty Trust, Inc.COM342$3.00K<0.1%History
CFFNCapitol Federal Financial, Inc.COM375$3.00K<0.1%History