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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
DOXAmdocs LtdSHS12$1.15K<0.1%00.0%UnchangedHistory
ICUIIcu Medical IncCOM7$1.16K<0.1%+3+75.0%AddedHistory
HIPOHippo Holdings Inc.COM NEW72$1.17K<0.1%−122−62.9%ReducedHistory
ETDEthan Allen Interiors IncCOM43$1.18K<0.1%00.0%UnchangedHistory
AWPabrdn Global Premier Properties FundCOM SH BEN INT287$1.18K<0.1%00.0%UnchangedHistory
PCTYPaylocity Holding CorpCOM6$1.19K<0.1%00.0%UnchangedHistory
PAASPan American Silver CorpStock66$1.20K<0.1%+66NewHistory
DCODucommun IncCOM22$1.20K<0.1%00.0%UnchangedHistory
TDCTeradata CorpStock30$1.21K<0.1%+18+150.0%AddedHistory
iShares Tr46435G326CORE MSCI INTL20$1.21K<0.1%−111−84.7%Reduced–
AFGAmerican Financial Group IncCOM10$1.22K<0.1%+3+42.9%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1.22K<0.1%+13New–
Dimensional ETF Trust25434V203INTL CORE EQT MK45$1.22K<0.1%+22+95.7%Added–
MORNMorningstar, Inc.COM6$1.22K<0.1%+6NewHistory
AJRDAerojet Rocketdyne Holdings, Inc.COM22$1.24K<0.1%+16+266.7%AddedHistory
MKSIMKS IncCOM14$1.24K<0.1%+14NewHistory
NVTAInvitae CorpCOM925$1.25K<0.1%−860−48.2%ReducedHistory
XMTRXometry, Inc.CLASS A COM84$1.26K<0.1%+54+180.0%AddedHistory
PRPermian Resources CorpCLASS A COM121$1.27K<0.1%00.0%UnchangedHistory
AGIOAgios Pharmaceuticals, Inc.COM56$1.29K<0.1%+56NewHistory
FBINFortune Brands Innovations, Inc.COM22$1.29K<0.1%−95−81.2%ReducedHistory
DCOMDime Commercial Bancshares, Inc.COM57$1.29K<0.1%00.0%UnchangedHistory
CVLTCommvault Systems IncCOM23$1.30K<0.1%+15+187.5%AddedHistory
SAMBoston Beer Co IncCL A4$1.31K<0.1%+4NewHistory
First Rep BK San Francisco C33616C100COM94$1.31K<0.1%−108−53.5%Reduced–
SSDSimpson Manufacturing Co., Inc.COM12$1.32K<0.1%+6+100.0%AddedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A SHS1,000$1.33K<0.1%00.0%UnchangedHistory
IESCIES Holdings, Inc.COM31$1.34K<0.1%00.0%UnchangedHistory
EGYVaalco Energy IncCOM NEW295$1.34K<0.1%00.0%UnchangedHistory
CLWClearwater Paper CorpCOM40$1.34K<0.1%−141−77.9%ReducedHistory
PZZAPapa Johns International IncStock18$1.35K<0.1%−285−94.1%ReducedHistory
SNDXSyndax Pharmaceuticals IncCOM64$1.35K<0.1%+64NewHistory
SFIXStitch Fix, Inc.Stock265$1.35K<0.1%−1,668−86.3%ReducedHistory
EADAllspring Income Opportunities FundINC OPPTY FD216$1.37K<0.1%00.0%UnchangedHistory
KLICKulicke & Soffa Industries IncCOM26$1.37K<0.1%−34−56.7%ReducedHistory
ACHCAcadia Healthcare Company, Inc.COM19$1.37K<0.1%+6+46.2%AddedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN33$1.38K<0.1%−33−50.0%ReducedHistory
PPTFranklin Premier Income TrustSH BEN INT388$1.38K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.39K<0.1%00.0%Unchanged–
First Tr High Income L/S FD33738E109COM123$1.40K<0.1%00.0%Unchanged–
PTCTPTC Therapeutics, Inc.COM29$1.41K<0.1%+29NewHistory
OMFOneMain Holdings, Inc.COM38$1.41K<0.1%−1−2.6%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM23$1.41K<0.1%00.0%UnchangedHistory
RXTRackspace Technology, Inc.COM750$1.41K<0.1%−1,133−60.2%ReducedHistory
MTNBMatinas BioPharma Holdings, Inc.COM3,000$1.41K<0.1%00.0%UnchangedHistory
VCVisteon CorpCOM NEW9$1.41K<0.1%00.0%UnchangedHistory
UFCSUnited Fire Group IncCOM54$1.43K<0.1%00.0%UnchangedHistory
AMCRAmcor plcORD126$1.43K<0.1%−143−53.2%ReducedHistory
JBLUJetBlue Airways CorpCOM200$1.46K<0.1%−441−68.8%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW62$1.47K<0.1%00.0%UnchangedHistory
AYXAlteryx, Inc.COM CL A25$1.47K<0.1%00.0%UnchangedHistory
PENNPENN Entertainment, Inc.COM50$1.48K<0.1%−400−88.9%ReducedHistory
RAREUltragenyx Pharmaceutical Inc.COM37$1.48K<0.1%+37NewHistory
SIGASiga Technologies IncCOM258$1.48K<0.1%00.0%UnchangedHistory
GRBKGreen Brick Partners, Inc.COM43$1.51K<0.1%+43NewHistory
GVAGranite Construction IncCOM37$1.52K<0.1%+1+2.8%AddedHistory
CHHChoice Hotels International IncCOM13$1.52K<0.1%+13NewHistory
TMPTompkins Financial CorpCOM23$1.52K<0.1%−17−42.5%ReducedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A101$1.53K<0.1%+101NewHistory
PFBCPreferred BankCOM NEW28$1.53K<0.1%−47−62.7%ReducedHistory
FSRFisker Inc.CL A COM STK250$1.53K<0.1%00.0%UnchangedHistory
LZBLa-Z-Boy IncCOM53$1.54K<0.1%−65−55.1%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS242$1.55K<0.1%+68+39.1%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM52$1.55K<0.1%−171−76.7%ReducedHistory
VALValaris LtdCL A24$1.56K<0.1%+24NewHistory
NVMINova Ltd.COM15$1.57K<0.1%00.0%UnchangedHistory
WDIWestern Asset Diversified Income Fund (WDI)COM SHS BEN INT118$1.57K<0.1%00.0%UnchangedHistory
MMSMaximus, Inc.COM20$1.57K<0.1%+20NewHistory
NEXNextier Oilfield Solutions Inc.COM198$1.57K<0.1%+198NewHistory
AMNAmn Healthcare Services IncCOM19$1.58K<0.1%−101−84.2%ReducedHistory
HFWAHeritage Financial CorpCOM74$1.58K<0.1%00.0%UnchangedHistory
FBKFB Financial CorpCOM51$1.58K<0.1%00.0%UnchangedHistory
ADVAdvantage Solutions Inc.COM CL A1,011$1.60K<0.1%00.0%UnchangedHistory
BRBRBellring Brands, Inc.Stock47$1.60K<0.1%+47NewHistory
FOSLFossil Group, Inc.COM500$1.60K<0.1%−120−19.4%ReducedHistory
CLSKCleanspark, Inc.COM NEW580$1.61K<0.1%+580NewHistory
SSRMSSR Mining Inc.Stock107$1.62K<0.1%−3,088−96.7%ReducedHistory
CLSCelestica IncSUB VTG SHS126$1.63K<0.1%00.0%UnchangedHistory
LKFNLakeland Financial CorpCOM26$1.63K<0.1%00.0%UnchangedHistory
SABASaba Capital Income & Opportunities Fund IICOM371$1.63K<0.1%00.0%UnchangedHistory
CBLCBL & Associates Properties IncCOMMON STOCK64$1.64K<0.1%+64NewHistory
MERCMercer International Inc.COM168$1.64K<0.1%−116−40.8%ReducedHistory
NUVBNuvation Bio Inc.COM CL A995$1.65K<0.1%00.0%UnchangedHistory
EGPEastgroup Properties IncCOM10$1.65K<0.1%00.0%UnchangedHistory
TCSContainer Store Group, Inc.COM482$1.65K<0.1%−1,133−70.2%ReducedHistory
REALTheRealReal, Inc.COM1,316$1.66K<0.1%−937−41.6%ReducedHistory
SBSISouthside Bancshares IncCOM50$1.66K<0.1%00.0%UnchangedHistory
BANFBancfirst CorpCOM20$1.66K<0.1%−62−75.6%ReducedHistory
PTACohen & Steers Tax-Advantaged Preferred Securities & Income FundCOM93$1.66K<0.1%00.0%UnchangedHistory
CCRNCross Country Healthcare IncCOM75$1.67K<0.1%−29−27.9%ReducedHistory
XRAYDentsply Sirona Inc.Stock43$1.69K<0.1%00.0%UnchangedHistory
PCORProcore Technologies, Inc.COM27$1.69K<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock119$1.70K<0.1%−88−42.5%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR44$1.70K<0.1%+12+37.5%AddedHistory
HUBBHubbell IncCOM7$1.70K<0.1%+2+40.0%AddedHistory
RHRHCOM7$1.71K<0.1%+7NewHistory
GXOGXO Logistics, Inc.Stock34$1.72K<0.1%+8+30.8%AddedHistory
GEOGeo Group IncCOM218$1.72K<0.1%+218NewHistory
SAGESage Therapeutics, Inc.COM41$1.72K<0.1%+41NewHistory
PFSProvident Financial Services IncCOM90$1.73K<0.1%−147−62.0%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