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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
MAAMid America Apartment Communities Inc.COM22$3.32K<0.1%−72−76.6%ReducedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT47$3.32K<0.1%+47New–
WTIW&T Offshore IncCOM655$3.33K<0.1%00.0%UnchangedHistory
IGRCbre Global Real Estate Income FundCOM629$3.34K<0.1%+81+14.8%AddedHistory
ATROAstronics CorpCOM250$3.34K<0.1%00.0%UnchangedHistory
DOVDOVER CorpCOM22$3.34K<0.1%+2+10.0%AddedHistory
SEDGSolaredge Technologies, Inc.COM11$3.34K<0.1%−4−26.7%ReducedHistory
ASBAssociated Banc-CorpCOM187$3.36K<0.1%00.0%UnchangedHistory
CRNCCerence Inc.COM120$3.37K<0.1%+120NewHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3.38K<0.1%00.0%Unchanged–
CIMChimera Investment CorpCOM NEW600$3.38K<0.1%00.0%UnchangedHistory
MEDPMedpace Holdings, Inc.COM18$3.38K<0.1%+3+20.0%AddedHistory
DBRGDigitalBridge Group, Inc.CL A NEW283$3.39K<0.1%−418−59.6%ReducedHistory
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$3.41K<0.1%+85New–
OCOwens CorningStock36$3.45K<0.1%+4+12.5%AddedHistory
GRABGrab Holdings LtdCLASS A ORD1,148$3.46K<0.1%00.0%UnchangedHistory
MMTAberdeen Multi-Market Income FundSH BEN INT763$3.46K<0.1%00.0%UnchangedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF69$3.47K<0.1%−7,698−99.1%Reduced–
GMSGMS Inc.COM60$3.47K<0.1%−125−67.6%ReducedHistory
LILi Auto Inc.SPONSORED ADS140$3.49K<0.1%+33+30.8%AddedHistory
UCOProShares Trust IIULTA BLMBG 2017132$3.49K<0.1%00.0%UnchangedHistory
GPREGreen Plains Inc.COM113$3.50K<0.1%+11+10.8%AddedHistory
FTDRFrontdoor, Inc.COM126$3.51K<0.1%00.0%UnchangedHistory
PPBIPacific Premier Bancorp IncCOM147$3.53K<0.1%−112−43.2%ReducedHistory
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3.55K<0.1%00.0%UnchangedHistory
JJSFJ&J Snack Foods CorpCOM24$3.56K<0.1%00.0%UnchangedHistory
PRGSProgress Software CorpCOM62$3.56K<0.1%00.0%UnchangedHistory
PHKPIMCO High Income FundCOM SHS750$3.58K<0.1%00.0%UnchangedHistory
PGREParamount Group, Inc.COM796$3.63K<0.1%+796NewHistory
JJacobs Solutions Inc.COM31$3.64K<0.1%−8−20.5%ReducedHistory
KREFKKR Real Estate Finance Trust Inc.COM320$3.65K<0.1%+320NewHistory
CHPTChargePoint Holdings, Inc.COM CL A350$3.67K<0.1%00.0%UnchangedHistory
SXIStandex International CorpCOM30$3.67K<0.1%−29−49.2%ReducedHistory
FOXFox CorpCL B COM119$3.73K<0.1%−304−71.9%ReducedHistory
CNXNPC Connection IncCOM83$3.73K<0.1%−52−38.5%ReducedHistory
PUMPProPetro Holding Corp.COM520$3.74K<0.1%+243+87.7%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW80$3.75K<0.1%+80NewHistory
NPKNational Presto Industries IncCOM52$3.75K<0.1%00.0%UnchangedHistory
GDRXGoodRx Holdings, Inc.COM CL A600$3.75K<0.1%−400−40.0%ReducedHistory
CURVTorrid Holdings Inc.COM865$3.77K<0.1%−1,321−60.4%ReducedHistory
ACCOAcco Brands CorpCOM709$3.77K<0.1%+709NewHistory
CKXCKX Lands, Inc.COM400$3.77K<0.1%00.0%UnchangedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW38$3.78K<0.1%+3+8.6%AddedHistory
MTUSMetallus Inc.COM206$3.78K<0.1%−285−58.0%ReducedHistory
PFGCPerformance Food Group CoCOM63$3.80K<0.1%+45+250.0%AddedHistory
PLUGPlug Power IncStock325$3.81K<0.1%−677−67.6%ReducedHistory
TRTootsie Roll Industries IncCOM85$3.82K<0.1%00.0%UnchangedHistory
AVKAdvent Convertible & Income FundCOM331$3.83K<0.1%00.0%UnchangedHistory
TALOTalos Energy Inc.COM258$3.83K<0.1%−75−22.5%ReducedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,719$3.85K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock150$3.90K<0.1%−1,100−88.0%ReducedHistory
KNSLKinsale Capital Group, Inc.Stock13$3.90K<0.1%00.0%UnchangedHistory
FAFFirst American Financial CorpStock71$3.95K<0.1%+37+108.8%AddedHistory
CBANColony Bankcorp IncCOM388$3.96K<0.1%+388NewHistory
OLPOne Liberty Properties IncCOM173$3.97K<0.1%−39−18.4%ReducedHistory
BRCBrady CorpCL A74$3.98K<0.1%00.0%UnchangedHistory
DENNDENNY'S CorpCOM358$4.00K<0.1%00.0%UnchangedHistory
Maxeon Solar Technologies LTY58473102SHS151$4.01K<0.1%00.0%Unchanged–
ENOVEnovis CORPCOM75$4.01K<0.1%+75NewHistory
MATXMatson, Inc.COM68$4.06K<0.1%00.0%UnchangedHistory
REZIResideo Technologies, Inc.Stock223$4.08K<0.1%00.0%UnchangedHistory
BDCBelden Inc.COM47$4.08K<0.1%+6+14.6%AddedHistory
RVTRoyce Small-Cap Trust, Inc.COM301$4.08K<0.1%00.0%UnchangedHistory
MNKDMannkind CorpCOM NEW1,000$4.10K<0.1%00.0%UnchangedHistory
JELDJELD-WEN Holding, Inc.COM326$4.13K<0.1%−169−34.1%ReducedHistory
BLMNBloomin' Brands, Inc.COM161$4.13K<0.1%00.0%UnchangedHistory
MNROMonro, Inc.COM84$4.15K<0.1%−49−36.8%ReducedHistory
AANAaron's Company, Inc.COM430$4.15K<0.1%−318−42.5%ReducedHistory
NUSNu Skin Enterprises, Inc.CL A106$4.17K<0.1%+106NewHistory
SPDR Series Trust78464A821ST STR SP400GRW61$4.19K<0.1%+61New–
KWKennedy-Wilson Holdings, Inc.COM253$4.20K<0.1%+253NewHistory
KDKyndryl Holdings, Inc.Stock285$4.21K<0.1%+48+20.3%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM21$4.21K<0.1%−23−52.3%ReducedHistory
BOEBlackRock Enhanced Global Dividend TrustCOM426$4.23K<0.1%00.0%UnchangedHistory
TKTeekay Corp LtdCOM686$4.24K<0.1%00.0%UnchangedHistory
JOEST JOE CoCOM102$4.24K<0.1%+102NewHistory
RLGTRadiant Logistics, IncCOM648$4.25K<0.1%+648NewHistory
ACLSAxcelis Technologies IncStock32$4.26K<0.1%−52−61.9%ReducedHistory
NFGNational Fuel Gas CoStock74$4.27K<0.1%+74NewHistory
PVHPVH Corp.COM48$4.28K<0.1%00.0%UnchangedHistory
BHEBenchmark Electronics IncCOM182$4.31K<0.1%+79+76.7%AddedHistory
SPLKSplunk IncCOM45$4.32K<0.1%00.0%UnchangedHistory
EFTEaton Vance Floating-Rate Income TrustCOM375$4.32K<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$4.33K<0.1%00.0%Unchanged–
CASYCaseys General Stores IncCOM20$4.33K<0.1%+15+300.0%AddedHistory
Pacer FDS Tr69374H840WEALTHSHIELD160$4.33K<0.1%00.0%Unchanged–
WFWoori Financial Group Inc.SPONSORED ADS165$4.34K<0.1%−2,933−94.7%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE110$4.34K<0.1%00.0%Unchanged–
SNEXStoneX Group Inc.COM42$4.35K<0.1%−25−37.3%ReducedHistory
MURMurphy Oil CorpCOM118$4.36K<0.1%00.0%UnchangedHistory
iShares Tr46435G342MORTGE REL ETF200$4.37K<0.1%+200New–
AZTAAzenta, Inc.COM98$4.37K<0.1%−387−79.8%ReducedHistory
COURCoursera, Inc.COM383$4.41K<0.1%+189+97.4%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF208$4.41K<0.1%00.0%Unchanged–
BCSBarclays PLCADR617$4.44K<0.1%+270+77.8%AddedHistory
Schwab U.S. REIT ETF808524847ETF229$4.46K<0.1%+129+129.0%Added–
PMTPennyMac Mortgage Investment TrustCOM363$4.48K<0.1%+363NewHistory
MTArcelorMittalNY REGISTRY SH149$4.49K<0.1%−41−21.6%ReducedHistory
ITGRInteger Holdings CorpCOM58$4.50K<0.1%00.0%UnchangedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4.50K<0.1%−15−23.4%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