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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
2,376
+74 vs. Q4 2022
Portfolio value
$803.3M
+$142.9M (+21.6%) vs. Q4 2022
Filed
May 11, 2023
SEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
NEOGNeogen CorpCOM851$15.8K<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP491$15.8K<0.1%00.0%Unchanged–
NICENICE Ltd.SPONSORED ADR69$15.8K<0.1%+17+32.7%AddedHistory
URBNUrban Outfitters IncCOM570$15.8K<0.1%−88−13.4%ReducedHistory
ENTGEntegris IncCOM193$15.8K<0.1%+151+359.5%AddedHistory
ProShares Bitcoin ETF74347G440ETF904$15.8K<0.1%−313−25.7%Reduced–
GAINGladstone Investment CorporationdeCEF1,200$15.9K<0.1%00.0%UnchangedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B756$15.9K<0.1%−471−38.4%ReducedHistory
CNXCConcentrix CorpStock131$15.9K<0.1%+108+469.6%AddedHistory
NTRNutrien Ltd.COM216$16.0K<0.1%−535−71.2%ReducedHistory
FIVNFive9, Inc.COM221$16.0K<0.1%+55+33.1%AddedHistory
GNWGenworth Financial IncCOM SHS3,191$16.0K<0.1%−961−23.1%ReducedHistory
ARGXArgenx SESPONSORED ADR43$16.0K<0.1%+10+30.3%AddedHistory
EATBrinker International, IncStock422$16.0K<0.1%−108−20.4%ReducedHistory
SFStifel Financial CorpCOM273$16.1K<0.1%+72+35.8%AddedHistory
WisdomTree Tr97717W703INTL EQUITY FD325$16.2K<0.1%00.0%Unchanged–
SVCService Properties TrustCOM SH BEN INT1,627$16.2K<0.1%−280−14.7%ReducedHistory
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG847$16.2K<0.1%+444+110.2%Added–
OIIOceaneering International IncStock925$16.3K<0.1%−177−16.1%ReducedHistory
PNRPENTAIR plcSHS295$16.3K<0.1%+184+165.8%AddedHistory
PLURPluri Inc.COM16,000$16.3K<0.1%+16,000NewHistory
BMIBadger Meter IncCOM134$16.3K<0.1%−5−3.6%ReducedHistory
CWENClearway Energy, Inc.CL C523$16.4K<0.1%+418+398.1%AddedHistory
CMPCompass Minerals International IncStock480$16.5K<0.1%−143−23.0%ReducedHistory
MYGNMyriad Genetics IncCOM712$16.5K<0.1%+273+62.2%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF253$16.6K<0.1%+253New–
EHABEnhabit, Inc.COM1,196$16.6K<0.1%−299−20.0%ReducedHistory
Alps ETF Tr00162Q858SECTR DIV DOGS325$16.6K<0.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF77$16.7K<0.1%+43+126.5%Added–
EMNEastman Chemical CoStock199$16.8K<0.1%−11−5.2%ReducedHistory
PAAPlains All American Pipeline LPUNIT LTD PARTN1,350$16.8K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF80$16.8K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$16.9K<0.1%00.0%Unchanged–
Dimensional ETF Trust25434V823US REAL ESTA ETF793$17.0K<0.1%−6,212−88.7%Reduced–
FULFuller H B CoStock249$17.0K<0.1%−155−38.4%ReducedHistory
iShares U.S. Medical Devices ETF464288810ETF316$17.1K<0.1%−60−16.0%Reduced–
CMAComerica IncCOM393$17.1K<0.1%+148+60.4%AddedHistory
UNFUnifirst CorpCOM97$17.1K<0.1%+8+9.0%AddedHistory
ESLTElbit Systems LtdStock101$17.2K<0.1%−115−53.2%ReducedHistory
Aries I Acquisition CorpG0542N107CLASS A ORD SHS1,650$17.3K<0.1%00.0%Unchanged–
USXUS Xpress Enterprises IncCOM CL A2,907$17.3K<0.1%+2,907NewHistory
SWKSSkyworks Solutions, Inc.Stock147$17.3K<0.1%+3+2.1%AddedHistory
RDNRadian Group IncCOM785$17.3K<0.1%+758+2,807.4%AddedHistory
BRKRBruker CorpCOM220$17.4K<0.1%+147+201.4%AddedHistory
INCYIncyte CorpCOM241$17.4K<0.1%+36+17.6%AddedHistory
PLTRPalantir Technologies Inc.Stock2,063$17.4K<0.1%+813+65.0%AddedHistory
HOODRobinhood Markets, Inc.Stock1,800$17.5K<0.1%−125−6.5%ReducedHistory
UFPIUfp Industries IncCOM220$17.5K<0.1%−46−17.3%ReducedHistory
AMEDAmedisys IncCOM238$17.5K<0.1%−6−2.5%ReducedHistory
IRIngersoll Rand Inc.COM302$17.6K<0.1%−6−1.9%ReducedHistory
INVXInnovex International, Inc.COM614$17.6K<0.1%−292−32.2%ReducedHistory
RDYDr Reddys Laboratories LtdADR310$17.6K<0.1%−57−15.5%ReducedHistory
INVAInnoviva, Inc.COM1,574$17.7K<0.1%+1,461+1,292.9%AddedHistory
RLRalph Lauren CorpCL A152$17.7K<0.1%−4−2.6%ReducedHistory
GSBDGoldman Sachs BDC, Inc.SHS1,300$17.7K<0.1%−2,660−67.2%ReducedHistory
TMHCTaylor Morrison Home CorpCOM464$17.8K<0.1%+14+3.1%AddedHistory
PHMPultegroup IncCOM305$17.8K<0.1%+15+5.2%AddedHistory
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,285$17.8K<0.1%+1,185+107.7%AddedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF440$17.9K<0.1%00.0%Unchanged–
BBYBest Buy Co IncStock229$17.9K<0.1%+14+6.5%AddedHistory
PLXSPlexus CorpCOM184$18.0K<0.1%−76−29.2%ReducedHistory
QRVOQorvo, Inc.Stock177$18.0K<0.1%−4−2.2%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM235$18.1K<0.1%+235NewHistory
SNNSmith & Nephew PLCSPDN ADR NEW650$18.1K<0.1%−196−23.2%ReducedHistory
EXASExact Sciences CorpCOM270$18.3K<0.1%+54+25.0%AddedHistory
ECLEcolab Inc.Stock111$18.4K<0.1%+51+85.0%AddedHistory
VNOVornado Realty TrustSH BEN INT1,200$18.4K<0.1%+380+46.3%AddedHistory
SEMSelect Medical Holdings CorpCOM715$18.5K<0.1%+18+2.6%AddedHistory
AELAmerican National Group Inc.COM507$18.5K<0.1%−183−26.5%ReducedHistory
INVHInvitation Homes Inc.COM593$18.5K<0.1%+320+117.2%AddedHistory
IDAIdacorp IncCOM172$18.6K<0.1%−133−43.6%ReducedHistory
JCIJohnson Controls International plcStock311$18.7K<0.1%−71−18.6%ReducedHistory
DAYDayforce, Inc.COM257$18.8K<0.1%00.0%UnchangedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG539$18.8K<0.1%+480+813.6%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF136$18.9K<0.1%−1,520−91.8%Reduced–
UNMUnum GroupStock479$18.9K<0.1%+119+33.1%AddedHistory
LNCLincoln National CorpCOM845$19.0K<0.1%−50−5.6%ReducedHistory
LPLLG Display Co., Ltd.SPONS ADR REP2,977$19.0K<0.1%+609+25.7%AddedHistory
KMXCarMax IncCOM297$19.1K<0.1%+18+6.5%AddedHistory
EPAMEPAM Systems, Inc.COM64$19.1K<0.1%−38−37.3%ReducedHistory
INDBIndependent Bank CorpCOM292$19.2K<0.1%+96+49.0%AddedHistory
ETREntergy CorpCOM178$19.2K<0.1%+100+128.2%AddedHistory
PBAPembina Pipeline CorpCOM592$19.2K<0.1%−107−15.3%ReducedHistory
AVBAvalonbay Communities IncCOM115$19.3K<0.1%+63+121.2%AddedHistory
SLMSLM CorpCOM1,564$19.4K<0.1%+64+4.3%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM311$19.5K<0.1%−124−28.5%ReducedHistory
OSHOak Street Health, Inc.COM505$19.5K<0.1%+505NewHistory
AYIAcuity Inc. (DE)Stock107$19.6K<0.1%00.0%UnchangedHistory
RTORentokil Initial PLCSPONSORED ADR536$19.6K<0.1%−133−19.9%ReducedHistory
SBACSba Communications CorpCL A75$19.6K<0.1%−6−7.4%ReducedHistory
ARCHArch Resources, Inc.CL A149$19.6K<0.1%+139+1,390.0%AddedHistory
CNICanadian National Railway CoStock167$19.7K<0.1%−53−24.1%ReducedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL701$19.7K<0.1%00.0%Unchanged–
XUnited States Steel CorpCOM757$19.8K<0.1%+757NewHistory
Vanguard Financials ETF92204A405ETF260$20.2K<0.1%−714−73.3%Reduced–
NMRNomura Holdings IncSPONSORED ADR5,334$20.3K<0.1%+122+2.3%AddedHistory
ADCAgree Realty CorpCOM296$20.3K<0.1%−44−12.9%ReducedHistory
BXPBXP, Inc.COM376$20.3K<0.1%+251+200.8%AddedHistory
MGAMagna International IncCOM380$20.4K<0.1%−1,180−75.6%ReducedHistory
AGOAssured Guaranty LtdCOM405$20.4K<0.1%−241−37.3%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q1 2023
SecurityClassPutsCalls
SPDR S&P 500 ETF Tr78462F953PUT$46.0K–

Sold out since Q4 2022 (234)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 234 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
KNTKKinetik Holdings Inc.COM NEW CL A2,488$82.3K<0.1%History
IIPRInnovative Industrial Properties IncCOM682$69.1K<0.1%History
iShares U S ETF Tr46431W598BLOOMBERG ROLL1,009$55.0K<0.1%–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS2,362$54.3K<0.1%–
STORStore Capital LLCCOM1,441$46.2K<0.1%History
ProShares Tr74347R131SHRT HGH YIELD2,056$39.1K<0.1%–
SIVBSVB Financial GroupCOM157$36.1K<0.1%History
HBIHanesbrands Inc.COM5,394$34.3K<0.1%History
iShares Tr464287689RUSSELL 3000 ETF148$32.7K<0.1%–
SJISouth Jersey Industries IncCOM900$32.0K<0.1%History
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV800$29.2K<0.1%–
EVGEaton Vance Short Duration Diversified Income FundCOM2,750$28.0K<0.1%History
TGNATegna IncCOM1,267$26.8K<0.1%History
Safehold Inc.45031U101COM3,300$25.2K<0.1%–
AAWWAtlas Air Worldwide Holdings IncCOM NEW239$24.1K<0.1%History
NTCTNetscout Systems IncCOM664$21.6K<0.1%History
Signature BK New York N Y82669G104COM182$21.0K<0.1%–
BLWBlackRock Ltd Duration Income TrustCOM SHS1,500$19.6K<0.1%History
WHFWhiteHorse Finance, Inc.COM1,500$19.6K<0.1%History
CPCanadian Pacific Kansas City LtdCOM242$18.1K<0.1%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF1,480$18.0K<0.1%History
CUROCURO Group Holdings Corp.COM4,344$15.4K<0.1%History
BOHBank of Hawaii CorpCOM192$14.9K<0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF150$14.8K<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF190$14.1K<0.1%–
APPSDigital Turbine, Inc.COM NEW885$13.5K<0.1%History
Simplify Exchange Traded Fun82889N699MANAGED FUTURES459$11.9K<0.1%–
Invesco DB Multi-Sector Comm46140H601GOLD FD227$11.5K<0.1%–
iShares Tr46435U853BROAD USD HIGH327$11.3K<0.1%–
TWKSThoughtworks Holding, Inc.COM1,070$10.9K<0.1%History
UPLDUpland Software, Inc.COM1,491$10.6K<0.1%History
OPTUOptimum Communications, Inc.CL A2,311$10.6K<0.1%History
CHGGChegg, IncCOM404$10.2K<0.1%History
ProShares Tr74348A467S&P 500 DV ARIST110$9.90K<0.1%–
NEWRNew Relic, Inc.COM175$9.88K<0.1%History
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH62$9.56K<0.1%–
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS100$8.64K<0.1%–
Micro Focus Intl PLC594837403SPON ADR NEW1,344$8.48K<0.1%–
RMRegional Management Corp.COM299$8.40K<0.1%History
SPDR Series Trust78468R812ST STR MSCI USAQ71$7.83K<0.1%–
SWIMLatham Group, Inc.COM2,432$7.83K<0.1%History
WLDNWilldan Group, Inc.COM426$7.60K<0.1%History
BIRDSmartbird, Inc.COM CL A3,130$7.58K<0.1%History
COUPCoupa Software IncCOM95$7.52K<0.1%History
PDIPIMCO Dynamic Income FundSHS400$7.39K<0.1%History
BBTBeacon Financial CorpCOM246$7.37K<0.1%History
HXLHexcel CorpCOM122$7.18K<0.1%History
SAFESafehold Inc.COM230$6.58K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM455$6.56K<0.1%–
EAFGraftech International LtdCOM1,335$6.35K<0.1%History
TALTAL Education GroupSPONSORED ADS894$6.30K<0.1%History
IVRInvesco Mortgage Capital Inc.COM489$6.22K<0.1%History
POWLPowell Industries IncStock175$6.16K<0.1%History
FFWMFirst Foundation Inc.COM417$5.98K<0.1%History
FSPFranklin Street Properties CorpCOM2,090$5.71K<0.1%History
OPENOpendoor Technologies Inc.COM4,860$5.64K<0.1%History
NFBKNorthfield Bancorp, Inc.COM346$5.44K<0.1%History
Victory Portfolios II92647N766VCSHS US 500 VOL80$5.42K<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF217$5.26K<0.1%–
GRFSGrifols SASP ADR REP B NVT617$5.25K<0.1%History
EBSEmergent BioSolutions Inc.COM443$5.23K<0.1%History
CCSIConsensus Cloud Solutions, Inc.COM93$5.00K<0.1%History
ABCBAmeris BancorpCOM104$4.90K<0.1%History
NFENew Fortress Energy Inc.COM CL A115$4.88K<0.1%History
RDFNRedfin CorpCOM1,149$4.87K<0.1%History
NOGNorthern Oil & Gas, Inc.COM158$4.87K<0.1%History
FBMSFirst Bancshares IncCOM152$4.87K<0.1%History
SBIWestern Asset Intermediate Muni Fund Inc.COM640$4.86K<0.1%History
RPAYRepay Holdings CorpCOM CL A589$4.74K<0.1%History
TOSTToast, Inc.Stock254$4.58K<0.1%History
LPSNLiveperson IncCOM451$4.57K<0.1%History
KNBEKnowBe4, Inc.CL A183$4.54K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF49$4.41K<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY100$4.41K<0.1%–
BMBLBumble Inc.COM CL A200$4.21K<0.1%History
WBWEIBO CorpSPONSORED ADR216$4.13K<0.1%History
CAJPYCanon IncSPONSORED ADR189$4.10K<0.1%History
AATAmerican Assets Trust, Inc.COM150$3.98K<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD258$3.81K<0.1%–
Polymet MNG Corp731916409COM NEW1,436$3.81K<0.1%–
IEIvanhoe Electric Inc.COM313$3.80K<0.1%History
PIPRPiper Sandler CompaniesCOM28$3.67K<0.1%History
TRMKTrustmark CorpCOM105$3.67K<0.1%History
AIMCAltra Industrial Motion Corp.COM61$3.65K<0.1%History
BBBY20230930-DK-Butterfly-1, Inc.COM1,441$3.62K<0.1%History
OSGOctave Specialty Group IncCOM NEW197$3.44K<0.1%History
ProShares Tr74348A434ULTSHT FTSE EURO268$3.42K<0.1%–
BAPCredicorp LtdCOM25$3.39K<0.1%History
ZUMZZumiez IncCOM151$3.28K<0.1%History
SITCSITE Centers Corp.COM236$3.22K<0.1%History
STRSitio Royalties Corp.CLASS A COM108$3.12K<0.1%History
FREEWhole Earth Brands, Inc.COM CL A762$3.10K<0.1%History
MEIMethode Electronics IncCOM69$3.06K<0.1%History
NKTXNkarta, Inc.COM510$3.06K<0.1%History
EXTRExtreme Networks IncCOM162$2.97K<0.1%History
COMPCompass, Inc.CL A1,248$2.91K<0.1%History
HAYNHaynes International IncCOM NEW63$2.88K<0.1%History
TSEOQTrinseo PLCCOM118$2.68K<0.1%History
KBALKimball International IncCL B400$2.60K<0.1%History
JRVRJames River Group Holdings, Inc.COM124$2.59K<0.1%History