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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
SFNCSimmons First National CorpCL A $1 PAR97$2.09K<0.1%−716−88.1%ReducedHistory
AVTAAvantax, Inc.COM82$2.09K<0.1%00.0%UnchangedHistory
RBCRBC Bearings INCCOM10$2.09K<0.1%00.0%UnchangedHistory
ANIKAnika Therapeutics, Inc.COM71$2.10K<0.1%00.0%UnchangedHistory
ADVAdvantage Solutions Inc.COM CL A1,011$2.10K<0.1%−6−0.6%ReducedHistory
Flexshares Tr33939L753CR SCORED LONG50$2.11K<0.1%00.0%Unchanged–
ENVAEnova International, Inc.COM55$2.11K<0.1%00.0%UnchangedHistory
DFINDonnelley Financial Solutions, Inc.COM55$2.13K<0.1%00.0%UnchangedHistory
WEWeWork Inc.CL A1,492$2.13K<0.1%+1,127+308.8%AddedHistory
ISDPGIM High Yield Bond Fund, Inc.COM181$2.15K<0.1%00.0%UnchangedHistory
iShares Tr464287374NORTH AMERN NAT53$2.15K<0.1%00.0%Unchanged–
BROBrown & Brown, Inc.Stock38$2.17K<0.1%+38NewHistory
CNKCinemark Holdings, Inc.COM250$2.17K<0.1%00.0%UnchangedHistory
TRIThomson Reuters CorpCOM NEW19$2.17K<0.1%00.0%UnchangedHistory
CALCaleres IncCOM97$2.17K<0.1%00.0%UnchangedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR91$2.17K<0.1%−2,440−96.4%ReducedHistory
CSGSCSG Systems International IncCOM38$2.17K<0.1%00.0%UnchangedHistory
ANFAbercrombie & Fitch CoCL A95$2.18K<0.1%00.0%UnchangedHistory
MGNIMagnite, Inc.COM206$2.18K<0.1%+206NewHistory
LILi Auto Inc.SPONSORED ADS107$2.18K<0.1%−92−46.2%ReducedHistory
BSACBanco Santander ChileSP ADR REP COM138$2.19K<0.1%+42+43.8%AddedHistory
FNVFranco Nevada CorpStock16$2.19K<0.1%00.0%UnchangedHistory
SRPTSarepta Therapeutics, Inc.COM17$2.20K<0.1%00.0%UnchangedHistory
CMPRCIMPRESS plcSHS EURO80$2.21K<0.1%+80NewHistory
SCHLScholastic CorpCOM56$2.21K<0.1%−137−71.0%ReducedHistory
MFAMfa Financial, Inc.COM225$2.22K<0.1%+225NewHistory
GRWGGrowGeneration Corp.COM567$2.22K<0.1%+567NewHistory
RYAAYRyanair Holdings PLCSPONSORED ADR30$2.24K<0.1%+6+25.0%AddedHistory
BCATBlackRock Capital Allocation Term TrustCOM162$2.25K<0.1%00.0%UnchangedHistory
JACKJack in the Box IncCOM33$2.25K<0.1%00.0%UnchangedHistory
FCPTFour Corners Property Trust, Inc.COM87$2.26K<0.1%−78−47.3%ReducedHistory
SMPStandard Motor Products, Inc.Stock65$2.26K<0.1%+65NewHistory
DVDoubleVerify Holdings, Inc.COM103$2.26K<0.1%00.0%UnchangedHistory
HFWAHeritage Financial CorpCOM74$2.27K<0.1%00.0%UnchangedHistory
GLDDGreat Lakes Dredge & Dock CORPCOM383$2.28K<0.1%+383NewHistory
PRGPROG Holdings, Inc.Stock135$2.28K<0.1%−150−52.6%ReducedHistory
NXHNeighborhood Intelligence, Inc.COM118$2.28K<0.1%+115+3,833.3%AddedHistory
ACCDAccolade, Inc.COM294$2.29K<0.1%00.0%UnchangedHistory
COURCoursera, Inc.COM194$2.29K<0.1%00.0%UnchangedHistory
MANHManhattan Associates IncStock19$2.31K<0.1%−262−93.2%ReducedHistory
SGISomnigroup International Inc.COM68$2.33K<0.1%00.0%UnchangedHistory
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2.34K<0.1%00.0%UnchangedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN66$2.37K<0.1%00.0%UnchangedHistory
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2.39K<0.1%00.0%UnchangedHistory
UTLUnitil CorpCOM47$2.41K<0.1%+47NewHistory
JWNNordstrom IncStock150$2.42K<0.1%00.0%UnchangedHistory
Maxeon Solar Technologies LTY58473102SHS151$2.42K<0.1%+151New–
NVTnVent Electric plcSHS63$2.43K<0.1%+63NewHistory
OSUROrasure Technologies IncCOM505$2.43K<0.1%00.0%UnchangedHistory
PARRPar Pacific Holdings, Inc.COM NEW105$2.44K<0.1%00.0%UnchangedHistory
MINAberdeen Intermediate Income FundSH BEN INT892$2.46K<0.1%+500+127.6%AddedHistory
TTEKTetra Tech IncCOM17$2.47K<0.1%00.0%UnchangedHistory
JRINuveen Real Asset Income & Growth FundCOM211$2.47K<0.1%00.0%UnchangedHistory
TCXTucows IncCOM NEW73$2.48K<0.1%−3−3.9%ReducedHistory
DLXDeluxe CorpCOM146$2.48K<0.1%+146NewHistory
VRTSVirtus Investment Partners, Inc.COM13$2.49K<0.1%00.0%UnchangedHistory
PSMTPricesmart IncCOM41$2.49K<0.1%00.0%UnchangedHistory
REIRing Energy, Inc.COM1,013$2.49K<0.1%−573−36.1%ReducedHistory
ROICRetail Opportunity Investments CorpCOM166$2.50K<0.1%−538−76.4%ReducedHistory
KWRQuaker Chemical CorpCOM15$2.50K<0.1%00.0%UnchangedHistory
RHIRobert Half Inc.COM34$2.51K<0.1%−882−96.3%ReducedHistory
KBHKB HomeCOM79$2.52K<0.1%+79NewHistory
CPECallon Petroleum CoCOM68$2.52K<0.1%−25−26.9%ReducedHistory
REGRegency Centers CorpCOM41$2.56K<0.1%00.0%UnchangedHistory
CTSCTS CorpCOM65$2.56K<0.1%00.0%UnchangedHistory
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2.56K<0.1%00.0%UnchangedHistory
HBMHudbay Minerals Inc.COM506$2.56K<0.1%+506NewHistory
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF40$2.57K<0.1%00.0%Unchanged–
ATROAstronics CorpCOM250$2.58K<0.1%00.0%UnchangedHistory
JRVRJames River Group Holdings, Inc.COM124$2.59K<0.1%−137−52.5%ReducedHistory
KBALKimball International IncCL B400$2.60K<0.1%00.0%UnchangedHistory
SLGCSomaLogic, Inc.CLASS A COM1,037$2.60K<0.1%+1,037NewHistory
MLKNMillerknoll, Inc.COM124$2.60K<0.1%+20+19.2%AddedHistory
FTDRFrontdoor, Inc.COM126$2.62K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock237$2.63K<0.1%+210+777.8%AddedHistory
STNStantec IncCOM55$2.64K<0.1%+55NewHistory
HIPOHippo Holdings Inc.COM NEW194$2.64K<0.1%+194NewHistory
ETF Managers Tr26924G102PRIME JUNIR SLVR250$2.64K<0.1%−70−21.9%Reduced–
KLICKulicke & Soffa Industries IncCOM60$2.66K<0.1%00.0%UnchangedHistory
BHFBrighthouse Financial, Inc.COM52$2.67K<0.1%00.0%UnchangedHistory
FOSLFossil Group, Inc.COM620$2.67K<0.1%+620NewHistory
TSEOQTrinseo PLCCOM118$2.68K<0.1%−68−36.6%ReducedHistory
LZBLa-Z-Boy IncCOM118$2.69K<0.1%−248−67.8%ReducedHistory
BCSBarclays PLCADR347$2.71K<0.1%−8,897−96.2%ReducedHistory
DOVDOVER CorpCOM20$2.71K<0.1%00.0%UnchangedHistory
LPGDorian LPG Ltd.SHS USD144$2.73K<0.1%00.0%UnchangedHistory
OCOwens CorningStock32$2.73K<0.1%−1−3.0%ReducedHistory
JBTMJBT Marel CorpCOM30$2.74K<0.1%+30NewHistory
BHEBenchmark Electronics IncCOM103$2.75K<0.1%+103NewHistory
ENTGEntegris IncCOM42$2.75K<0.1%+10+31.3%AddedHistory
DBDDiebold Nixdorf, IncCOM1,944$2.76K<0.1%+1,944NewHistory
CCRNCross Country Healthcare IncCOM104$2.76K<0.1%+29+38.7%AddedHistory
MCYMercury General CorpCOM81$2.77K<0.1%+17+26.6%AddedHistory
iShares Tr464287291GLOBAL TECH ETF62$2.78K<0.1%−927−93.7%Reduced–
REALTheRealReal, Inc.COM2,253$2.82K<0.1%+2,253NewHistory
SPTSprout Social, Inc.COM CL A50$2.82K<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock207$2.83K<0.1%00.0%UnchangedHistory
BHKBlackRock Core Bond TrustSHS BEN INT274$2.84K<0.1%00.0%UnchangedHistory
AVNSAvanos Medical, Inc.Stock106$2.87K<0.1%+85+404.8%AddedHistory
ROCCBaytex Energy USA, Inc.COM71$2.87K<0.1%00.0%UnchangedHistory

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