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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
EVREvercore Inc.CLASS A928$101.2K<0.1%+105+12.8%AddedHistory
MAPSWM Technology, Inc.COM100,316$101.3K<0.1%00.0%UnchangedHistory
SYFSynchrony FinancialCOM3,087$101.4K<0.1%+869+39.2%AddedHistory
MNSTMonster Beverage CorpCOM1,001$101.6K<0.1%+152+17.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock330$101.7K<0.1%−53−13.8%ReducedHistory
WDAYWorkday, Inc.CL A611$102.2K<0.1%+6+1.0%AddedHistory
iShares Tips Bond ETF464287176ETF965$102.7K<0.1%−2,018−67.7%Reduced–
BSXBoston Scientific CorpStock2,229$103.1K<0.1%−713−24.2%ReducedHistory
DLRDigital Realty Trust, Inc.COM1,033$103.6K<0.1%+176+20.5%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM366$103.9K<0.1%+87+31.2%AddedHistory
MTBM&T Bank CorpCOM719$104.3K<0.1%−4−0.6%ReducedHistory
WDSWoodside Energy Group LtdADR4,344$105.2K<0.1%+944+27.8%AddedHistory
iShares Tr464287762US HLTHCARE ETF374$106.1K<0.1%+193+106.6%Added–
CLColgate Palmolive CoStock1,348$106.2K<0.1%−102−7.0%ReducedHistory
DXCMDexcom IncCOM946$107.1K<0.1%+16+1.7%AddedHistory
NSITInsight Enterprises IncCOM1,071$107.4K<0.1%+500+87.6%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS11,782$107.5K<0.1%+10,396+750.1%AddedHistory
CARRCarrier Global CorpStock2,618$108.0K<0.1%−205−7.3%ReducedHistory
EMEEMCOR Group, Inc.Stock730$108.1K<0.1%00.0%UnchangedHistory
HLNHaleon plcADR13,527$108.2K<0.1%+3,802+39.1%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock851$108.5K<0.1%+67+8.5%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$110.0K<0.1%+1,610New–
MSIMotorola Solutions, Inc.Stock429$110.6K<0.1%−14−3.2%ReducedHistory
TSNTyson Foods, Inc.Stock1,778$110.7K<0.1%−344−16.2%ReducedHistory
RIORio Tinto PLCADR1,560$111.1K<0.1%+552+54.8%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$111.5K<0.1%00.0%UnchangedHistory
GGenpact LTDSHS2,407$111.5K<0.1%+235+10.8%AddedHistory
MRNAModerna, Inc.Stock621$111.5K<0.1%+293+89.3%AddedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD3,996$111.6K<0.1%−1,217−23.3%ReducedHistory
PUKPrudential PLCADR4,072$111.9K<0.1%−318−7.2%ReducedHistory
UHAL.BU-Haul Holding CoCOM SER N2,038$112.0K<0.1%+2,038NewHistory
SNPSSynopsys IncCOM351$112.1K<0.1%+14+4.2%AddedHistory
LRCXLam Research CorpCOM268$112.6K<0.1%−194−42.0%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A1,978$113.1K<0.1%+117+6.3%AddedHistory
AWRAmerican States Water CoCOM1,225$113.4K<0.1%+9+0.7%AddedHistory
TELTE Connectivity plcREG SHS991$113.8K<0.1%+294+42.2%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 34,987$114.0K<0.1%+3,506+236.7%AddedHistory
VICIVici Properties Inc.COM3,522$114.1K<0.1%−2,526−41.8%ReducedHistory
EHCEncompass Health CorpCOM1,909$114.2K<0.1%−175−8.4%ReducedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,136$114.5K<0.1%+581+104.7%Added–
Vanguard Energy ETF92204A306ETF948$115.0K<0.1%+105+12.5%Added–
UMCUnited Microelectronics CorpSPON ADR NEW17,733$115.8K<0.1%+12,047+211.9%AddedHistory
UBSUBS Group AGStock6,205$115.8K<0.1%+3,104+100.1%AddedHistory
PNCPNC Financial Services Group, Inc.Stock746$117.9K<0.1%−78−9.5%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,684$119.3K<0.1%+283+8.3%AddedHistory
ARWArrow Electronics, Inc.COM1,145$119.7K<0.1%+180+18.7%AddedHistory
BKRBaker Hughes CoCL A4,097$121.0K<0.1%−18−0.4%ReducedHistory
SHOPShopify Inc.Stock3,511$121.9K<0.1%+574+19.5%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock585$121.9K<0.1%−502−46.2%ReducedHistory
UBERUber Technologies, IncStock4,966$122.8K<0.1%+3,433+223.9%AddedHistory
WTWWillis Towers Watson PLCSHS503$123.0K<0.1%−3−0.6%ReducedHistory
LENLennar CorpCL A1,376$124.5K<0.1%+857+165.1%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM1,974$124.6K<0.1%−1,473−42.7%ReducedHistory
BF.ABrown Forman CorpCL A1,898$124.8K<0.1%−821−30.2%ReducedHistory
HUBSHubSpot IncCOM433$125.2K<0.1%+238+122.1%AddedHistory
IMOImperial Oil LtdCOM NEW2,569$125.2K<0.1%+16+0.6%AddedHistory
EXCExelon CorpStock2,929$126.6K<0.1%−519−15.1%ReducedHistory
APHAmphenol CorpCL A1,669$127.1K<0.1%+100+6.4%AddedHistory
iShares Tr4642874407-10 YR TRSY BD1,330$127.4K<0.1%−1,152−46.4%Reduced–
DDominion Energy, IncStock2,079$127.4K<0.1%+903+76.8%AddedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,235$127.9K<0.1%+12,235NewHistory
ARESAres Management CorpCL A COM STK1,870$128.0K<0.1%+1,817+3,428.3%AddedHistory
DNPDNP Select Income Fund IncCOM11,450$128.8K<0.1%+11,450NewHistory
CNQCanadian Natural Resources LtdCOM2,327$129.2K<0.1%+9+0.4%AddedHistory
NUENucor CorpCOM981$129.3K<0.1%+149+17.9%AddedHistory
SYKStryker CorpStock534$130.6K<0.1%+114+27.1%AddedHistory
AMEAmetek IncCOM937$130.9K<0.1%−78−7.7%ReducedHistory
SPGIS&P Global Inc.Stock393$131.8K<0.1%−107−21.4%ReducedHistory
Timothy Plan887432326HIG DV STK ETF4,239$132.0K<0.1%+354+9.1%Added–
ITTItt Inc.COM1,654$134.1K<0.1%−294−15.1%ReducedHistory
SHELShell plcADR2,364$134.6K<0.1%−49−2.0%ReducedHistory
LOGILogitech International S.A.SHS2,165$134.8K<0.1%+293+15.7%AddedHistory
XYZBlock, Inc.CL A2,168$136.2K<0.1%+1,631+303.7%AddedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,199$136.4K<0.1%+408+51.6%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR3,555$137.4K<0.1%+916+34.7%AddedHistory
MCOMoodys CorpStock495$137.8K<0.1%−279−36.0%ReducedHistory
CDWCDW CorpCOM774$138.1K<0.1%−238−23.5%ReducedHistory
APTVAptiv PLCSHS1,485$138.3K<0.1%+278+23.0%AddedHistory
SLBSLB LimitedStock2,590$138.5K<0.1%−35−1.3%ReducedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS22,267$139.6K<0.1%+8,410+60.7%AddedHistory
STLAStellantis N.V.SHS9,956$141.4K<0.1%+4,048+68.5%AddedHistory
SHWSherwin Williams CoCOM596$141.6K<0.1%−275−31.6%ReducedHistory
DOWDow Inc.Stock2,810$141.6K<0.1%+2,126+310.8%AddedHistory
AJGArthur J. Gallagher & Co.COM752$141.8K<0.1%−116−13.4%ReducedHistory
MZTIMarzetti CoCOM723$142.6K<0.1%+4+0.6%AddedHistory
BABAAlibaba Group Holding LtdADR1,623$143.0K<0.1%+185+12.9%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR2,408$144.6K<0.1%−473−16.4%ReducedHistory
CFGCitizens Financial Group IncCOM3,699$145.6K<0.1%+1,151+45.2%AddedHistory
iShares Russell Midcap ETF464287499ETF2,162$145.8K<0.1%+2,162New–
MCHPMicrochip Technology IncStock2,083$146.3K<0.1%−7,337−77.9%ReducedHistory
ROSTRoss Stores, Inc.COM1,265$146.8K<0.1%−186−12.8%ReducedHistory
ZMZoom Communications, Inc.Stock2,181$147.7K<0.1%+1,175+116.8%AddedHistory
Dimensional ETF Trust25434V823US REAL ESTA ETF7,005$148.1K<0.1%+1,215+21.0%Added–
TMUST-Mobile US, Inc.Stock1,060$148.4K<0.1%+196+22.7%AddedHistory
GEGeneral Electric CoStock1,779$149.1K<0.1%+112+6.7%AddedHistory
HCAHCA Healthcare, Inc.COM622$149.3K<0.1%+291+87.9%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,182$149.4K<0.1%−55−4.4%ReducedHistory
MPTMedical Properties Trust IncCOM13,456$149.9K<0.1%+8,183+155.2%AddedHistory
BIIBBiogen Inc.COM542$150.1K<0.1%+200+58.5%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,974$150.3K<0.1%00.0%Unchanged–

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