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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
SLDPSolid Power, Inc.CLASS A COM228$686<0.1%−592−72.2%ReducedHistory
SXTSensient Technologies CorpCOM9$689<0.1%+9NewHistory
MCIBarings Corporate InvestorsCOM49$693<0.1%00.0%UnchangedHistory
GasLog Partners LPY2687W108UNIT LTD PTNRP83$699<0.1%00.0%Unchanged–
ARK ETF Tr00214Q807SPACE & DEFENSE50$700<0.1%00.0%Unchanged–
OLOOlo Inc.CL A86$702<0.1%00.0%UnchangedHistory
SSentinelOne, Inc.CL A43$703<0.1%+43NewHistory
Credit Suisse Group225401108SPONSORED ADR794$707<0.1%+228+40.3%Added–
TNETTrinet Group, Inc.COM9$725<0.1%+9NewHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$725<0.1%00.0%UnchangedHistory
AIFApollo Tactical Income Fund Inc.COM60$727<0.1%00.0%UnchangedHistory
HIMXHimax Technologies, Inc.SPONSORED ADR90$732<0.1%00.0%UnchangedHistory
VRRMVerra Mobility CorpCL A COM STK44$744<0.1%00.0%UnchangedHistory
TSEMTower Semiconductor LtdSHS NEW18$765<0.1%+18NewHistory
ACREAres Commercial Real Estate CorpCOM85$773<0.1%00.0%UnchangedHistory
IGDVoya GLOBAL EQUITY DIVIDEND & PREMIUM OPPORTUNITY FUNDCOM152$775<0.1%00.0%UnchangedHistory
GRPNGroupon, Inc.COM NEW185$779<0.1%−198−51.7%ReducedHistory
HRHealthcare Realty Trust IncCL A COM41$793<0.1%+41NewHistory
MSBIMidland States Bancorp, Inc.COM37$793<0.1%00.0%UnchangedHistory
PJTPJT Partners Inc.COM CL A11$794<0.1%00.0%UnchangedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 1064$796<0.1%+64NewHistory
HDBHDFC Bank LtdSPONSORED ADS12$800<0.1%00.0%UnchangedHistory
CHYCalamos Convertible & High Income FundCOM SHS75$814<0.1%+75NewHistory
ADTADT Inc.COM113$817<0.1%00.0%UnchangedHistory
MPBMid Penn Bancorp IncCOM32$820<0.1%00.0%UnchangedHistory
Jacob FDS Inc469785703FORWARD ETF100$831<0.1%00.0%Unchanged–
BCRXBiocryst Pharmaceuticals IncCOM100$834<0.1%−1,855−94.9%ReducedHistory
TENTsakos Energy Navigation LtdSHS43$835<0.1%00.0%UnchangedHistory
RRXRegal Rexnord CorpCOM6$844<0.1%+6NewHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS112$852<0.1%+112NewHistory
ICLRIcon PLCCOM4$854<0.1%+4NewHistory
CUZCousins Properties IncCOM NEW40$855<0.1%−238−85.6%ReducedHistory
HAPNHappen, Inc.COM NEW119$858<0.1%+119NewHistory
OGIOrganigram Global Inc.COM1,350$864<0.1%+1,350NewHistory
ESTCElastic N.V.ORD SHS15$869<0.1%+15NewHistory
FLGTFulgent Genetics, Inc.COM28$874<0.1%−75−72.8%ReducedHistory
ASCArdmore Shipping CorpCOM59$877<0.1%00.0%UnchangedHistory
OMCLOmnicell, Inc.COM15$880<0.1%00.0%UnchangedHistory
PDCOPatterson Companies, Inc.COM33$883<0.1%00.0%UnchangedHistory
ADXAdams Diversified Equity Fund, Inc.COM57$886<0.1%00.0%UnchangedHistory
IMKTAIngles Markets IncCL A10$887<0.1%00.0%UnchangedHistory
AUAngloGold Ashanti PLCSPONSORED ADR37$895<0.1%+37NewHistory
GMEDGlobus Medical IncStock16$906<0.1%−4,114−99.6%ReducedHistory
HTHersha Hospitality TrustPR SHS BEN INT135$907<0.1%00.0%UnchangedHistory
TIGOMillicom International Cellular SACOM STK48$908<0.1%+48NewHistory
ACTEnact Holdings, Inc.COM40$914<0.1%00.0%UnchangedHistory
NNINelnet IncCL A10$919<0.1%00.0%UnchangedHistory
SYNHSyneos Health, Inc.CL A26$926<0.1%+11+73.3%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS47$930<0.1%00.0%UnchangedHistory
MTNVail Resorts IncCOM4$935<0.1%00.0%UnchangedHistory
iShares Tr46435G102CONV BD ETF13$944<0.1%−576−97.8%Reduced–
EVTCEVERTEC, Inc.COM28$945<0.1%00.0%UnchangedHistory
TEXTerex CorpStock20$967<0.1%−123−86.0%ReducedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM4$969<0.1%+4NewHistory
EBFEnnis, Inc.COM46$970<0.1%00.0%UnchangedHistory
GDVGabelli Dividend & Income TrustCOM47$977<0.1%00.0%UnchangedHistory
iShares MSCI India ETF46429B598ETF25$984<0.1%+25New–
ALSumisho Air Lease CorpCL A25$984<0.1%00.0%UnchangedHistory
EZPWEzcorp IncCL A NON VTG115$989<0.1%00.0%UnchangedHistory
POSTPost Holdings, Inc.COM11$989<0.1%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A12$992<0.1%00.0%UnchangedHistory
SYNASYNAPTICS IncStock9$1.00K<0.1%+9NewHistory
RUMRUM Group Inc.Stock100$1.00K<0.1%+100NewHistory
iShares Tr46434V274INTL EQTY FACTOR38$1.01K<0.1%00.0%Unchanged–
TYTRI-CONTINENTAL CorpCOM38$1.01K<0.1%00.0%UnchangedHistory
BANCBanc of California, Inc.COM81$1.01K<0.1%00.0%UnchangedHistory
GNKGenco Shipping & Trading LtdSHS65$1.02K<0.1%00.0%UnchangedHistory
ISEEIVERIC bio, Inc.COM42$1.02K<0.1%+42NewHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF38$1.03K<0.1%−2,083−98.2%Reduced–
AVNTAvient CorpCOM25$1.03K<0.1%+25NewHistory
PSNParsons CorpCOM23$1.03K<0.1%00.0%UnchangedHistory
OPADOfferpad Solutions Inc.COM CL A1,955$1.03K<0.1%00.0%UnchangedHistory
BCHBank of ChileSPONSORED ADS53$1.03K<0.1%00.0%UnchangedHistory
UFPTUfp Technologies IncCOM8$1.04K<0.1%00.0%UnchangedHistory
MANUManchester United plcORD CL A47$1.04K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.05K<0.1%00.0%Unchanged–
CIBGrupo Cibest S.A.SPON ADR PREF42$1.05K<0.1%+18+75.0%AddedHistory
DBDDiebold Nixdorf, IncCOM884$1.06K<0.1%−1,060−54.5%ReducedHistory
HOGHarley-Davidson, Inc.COM28$1.06K<0.1%+14+100.0%AddedHistory
WENWendy's CoStock49$1.07K<0.1%00.0%UnchangedHistory
SNDRSchneider National, Inc.CL B40$1.07K<0.1%00.0%UnchangedHistory
RXDXPrometheus Biosciences, Inc.COM10$1.07K<0.1%+10NewHistory
KELYAKelly Services IncCL A65$1.08K<0.1%00.0%UnchangedHistory
UNFIUnited Natural Foods IncCOM41$1.08K<0.1%−244−85.6%ReducedHistory
OPCHOption Care Health, Inc.COM NEW34$1.08K<0.1%+5+17.2%AddedHistory
STAAStaar Surgical CoCOM PAR $0.0117$1.09K<0.1%+17NewHistory
ARDCAres Dynamic Credit Allocation Fund, Inc.COM91$1.09K<0.1%00.0%UnchangedHistory
XPXP Inc.CL A92$1.09K<0.1%+92NewHistory
Crescent PT Energy Corp22576C101COM155$1.09K<0.1%+155New–
TTITetra Technologies IncCOM414$1.10K<0.1%00.0%UnchangedHistory
WMKWeis Markets IncCOM13$1.10K<0.1%00.0%UnchangedHistory
CXCemex SAB de CVSPON ADR NEW201$1.11K<0.1%+201NewHistory
PENPenumbra IncCOM4$1.11K<0.1%+4NewHistory
NWGNatWest Group plcSPONS ADR169$1.11K<0.1%−301−64.0%ReducedHistory
INMDInMode Ltd.SHS35$1.12K<0.1%00.0%UnchangedHistory
BCEBce IncCOM NEW25$1.12K<0.1%00.0%UnchangedHistory
NOANorth American Construction Group Ltd.COM68$1.14K<0.1%+68NewHistory
CGNXCognex CorpCOM23$1.14K<0.1%−445−95.1%ReducedHistory
NTRSNorthern Trust CorpCOM13$1.15K<0.1%+10+333.3%AddedHistory
CRICarters IncCOM16$1.15K<0.1%+16NewHistory

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