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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
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,100$8.30K<0.1%+1,100NewHistory
CBAYCymaBay Therapeutics, Inc.COM1,313$8.23K<0.1%−389−22.9%ReducedHistory
DISHDISH Network CORPCL A583$8.19K<0.1%+304+109.0%AddedHistory
BECNQxo Building Products, Inc.COM155$8.18K<0.1%00.0%UnchangedHistory
PPBIPacific Premier Bancorp IncCOM259$8.17K<0.1%−303−53.9%ReducedHistory
AAMIAcadian Asset Management Inc.COM396$8.15K<0.1%+396NewHistory
THCTenet Healthcare CorpCOM NEW166$8.10K<0.1%+139+514.8%AddedHistory
INVHInvitation Homes Inc.COM273$8.09K<0.1%+89+48.4%AddedHistory
JLSNuveen Mortgage & Income FundCOM500$8.09K<0.1%+500NewHistory
QSRRestaurant Brands International Inc.COM125$8.08K<0.1%−8−6.0%ReducedHistory
BCBrunswick CorpCOM112$8.07K<0.1%+17+17.9%AddedHistory
RRCRange Resources CorpCOM321$8.03K<0.1%00.0%UnchangedHistory
PLTRPalantir Technologies Inc.Stock1,250$8.03K<0.1%+533+74.3%AddedHistory
TIMBTim S.A.SPONSORED ADR688$8.02K<0.1%−164−19.2%ReducedHistory
Global X FDS37954Y657US PFD ETF413$8.00K<0.1%00.0%Unchanged–
ARRArmour Residential REIT, Inc.COM NEW1,415$7.97K<0.1%+958+209.6%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP117$7.94K<0.1%+14+13.6%AddedHistory
IOSPInnospec Inc.COM77$7.92K<0.1%−89−53.6%ReducedHistory
SMARSmartsheet IncCOM CL A200$7.87K<0.1%+200NewHistory
CZRCaesars Entertainment, Inc.COM189$7.86K<0.1%−219−53.7%ReducedHistory
SPDR Series Trust78468R812ST STR MSCI USAQ71$7.83K<0.1%00.0%Unchanged–
SWIMLatham Group, Inc.COM2,432$7.83K<0.1%+2,432NewHistory
OXMOxford Industries IncCOM84$7.83K<0.1%00.0%UnchangedHistory
KOSKosmos Energy Ltd.COM1,228$7.81K<0.1%00.0%UnchangedHistory
AVYAvery Dennison CorpCOM43$7.78K<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM142$7.76K<0.1%−674−82.6%ReducedHistory
DSUBlackRock Debt Strategies Fund, Inc.COM NEW843$7.76K<0.1%+786+1,378.9%AddedHistory
AROCArchrock, Inc.COM862$7.74K<0.1%−375−30.3%ReducedHistory
BNSBank of Nova ScotiaCOM158$7.74K<0.1%+158NewHistory
CMCCommercial Metals CoStock160$7.73K<0.1%00.0%UnchangedHistory
GTGoodyear Tire & Rubber CoCOM759$7.70K<0.1%−3,930−83.8%ReducedHistory
DBRGDigitalBridge Group, Inc.CL A NEW701$7.67K<0.1%+649+1,248.1%AddedHistory
AFLAflac IncStock107$7.67K<0.1%+1+0.9%AddedHistory
BILLBILL Holdings, Inc.Stock70$7.63K<0.1%−1−1.4%ReducedHistory
AOSSmith A O CorpCOM133$7.61K<0.1%−69−34.2%ReducedHistory
WLDNWilldan Group, Inc.COM426$7.60K<0.1%+426NewHistory
TREELendingTree, Inc.COM356$7.59K<0.1%+170+91.4%AddedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN298$7.58K<0.1%−870−74.5%Reduced–
SLVMSylvamo CorpCOMMON STOCK156$7.58K<0.1%+33+26.8%AddedHistory
BIRDSmartbird, Inc.COM CL A3,130$7.58K<0.1%+3,130NewHistory
MCWMister Car Wash, Inc.COM820$7.57K<0.1%−13,830−94.4%ReducedHistory
BILIBilibili Inc.SPONS ADS REP Z318$7.53K<0.1%+278+695.0%AddedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG403$7.52K<0.1%00.0%Unchanged–
COUPCoupa Software IncCOM95$7.52K<0.1%+95NewHistory
HSKAHeska CorpCOM RESTRC NEW121$7.52K<0.1%+121NewHistory
CVNACarvana Co.CL A1,584$7.51K<0.1%+1,518+2,300.0%AddedHistory
CENTCentral Garden & Pet CoCOM199$7.45K<0.1%+199NewHistory
iShares Global Clean Energy ETF464288224ETF375$7.44K<0.1%+360+2,400.0%Added–
APPNAppian CorpCL A228$7.42K<0.1%−250−52.3%ReducedHistory
ACHAccendra Health IncStock380$7.42K<0.1%+380NewHistory
MGYMagnolia Oil & Gas CorpCL A316$7.41K<0.1%+43+15.8%AddedHistory
DRDDrdgold LtdSPON ADR REPSTG1,000$7.40K<0.1%00.0%UnchangedHistory
PDIPIMCO Dynamic Income FundSHS400$7.39K<0.1%+400NewHistory
NWNNorthwest Natural Holding CoCOM155$7.38K<0.1%−82−34.6%ReducedHistory
BBTBeacon Financial CorpCOM246$7.37K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF199$7.36K<0.1%+199New–
iShares Tr46435G326CORE MSCI INTL131$7.33K<0.1%00.0%Unchanged–
GBXGreenbrier Companies IncStock216$7.24K<0.1%−319−59.6%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF125$7.24K<0.1%00.0%Unchanged–
BANFBancfirst CorpCOM82$7.23K<0.1%00.0%UnchangedHistory
ZIMVZimVie Inc.Stock773$7.22K<0.1%+756+4,447.1%AddedHistory
HXLHexcel CorpCOM122$7.18K<0.1%−65−34.8%ReducedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$7.17K<0.1%+200New–
WABWestinghouse Air Brake Technologies CorpStock71$7.09K<0.1%+10+16.4%AddedHistory
VUZIVuzix CorpCOM NEW1,945$7.08K<0.1%+1,945NewHistory
ONCBeOne Medicines Ltd.ADR32$7.04K<0.1%+11+52.4%AddedHistory
CUZCousins Properties IncCOM NEW278$7.03K<0.1%−2,880−91.2%ReducedHistory
GHGuardant Health, Inc.COM258$7.02K<0.1%+200+344.8%AddedHistory
RVTYRevvity, Inc.COM50$7.01K<0.1%−7−12.3%ReducedHistory
SAICScience Applications International CorpCOM63$6.99K<0.1%00.0%UnchangedHistory
TCSContainer Store Group, Inc.COM1,615$6.96K<0.1%+1,615NewHistory
SPCEVirgin Galactic Holdings, IncCOM2,000$6.96K<0.1%+2,000NewHistory
State Street SPDR S&P Homebuilders ETF78464A888ETF115$6.94K<0.1%+115New–
Invesco Exchange Traded FD T46137V787BIOTECHNOLOGY109$6.92K<0.1%+109New–
PATKPatrick Industries IncCOM114$6.91K<0.1%+114NewHistory
PRKPark National CorpCOM49$6.90K<0.1%00.0%UnchangedHistory
FTSFortis Inc.COM172$6.89K<0.1%+172NewHistory
WWayfair Inc.CL A209$6.87K<0.1%+209NewHistory
CLWClearwater Paper CorpCOM181$6.84K<0.1%00.0%UnchangedHistory
SAFTSafety Insurance Group IncCOM81$6.84K<0.1%−6−6.9%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF34$6.82K<0.1%00.0%Unchanged–
ADTNADTRAN Holdings, Inc.COM362$6.79K<0.1%−118−24.6%ReducedHistory
TSTenaris SASPONSORED ADS192$6.75K<0.1%00.0%UnchangedHistory
ORGOOrganogenesis Holdings Inc.COM2,503$6.73K<0.1%+2,503NewHistory
SPBSpectrum Brands Holdings, Inc.COM110$6.70K<0.1%+110NewHistory
SWXSouthwest Gas Holdings, Inc.COM108$6.68K<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM117$6.68K<0.1%−6−4.9%ReducedHistory
CCLCarnival Corp Ltd.UNIT 99/99/9999829$6.68K<0.1%−6,356−88.5%ReducedHistory
ACLSAxcelis Technologies IncStock84$6.67K<0.1%00.0%UnchangedHistory
CALMCal-Maine Foods IncCOM NEW121$6.59K<0.1%−128−51.4%ReducedHistory
SAFESafehold Inc.COM230$6.58K<0.1%+230NewHistory
RAMPLiveRamp Holdings, Inc.COM280$6.56K<0.1%+280NewHistory
Aris Water Solutions, Inc.04041L106CLASS A COM455$6.56K<0.1%00.0%Unchanged–
KKellanovaStock92$6.55K<0.1%−200−68.5%ReducedHistory
EFREaton Vance Senior Floating-Rate TrustCOM599$6.55K<0.1%00.0%UnchangedHistory
LNTAlliant Energy CorpStock118$6.51K<0.1%+77+187.8%AddedHistory
UAUnder Armour, Inc.CL C730$6.51K<0.1%+730NewHistory
VOXXVOXX International CorpCL A775$6.50K<0.1%+775NewHistory
CURVTorrid Holdings Inc.COM2,186$6.47K<0.1%+2,186NewHistory
KEKimball Electronics, Inc.Stock285$6.44K<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