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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
MCWMister Car Wash, Inc.COM698$6.02K<0.1%−122−14.9%ReducedHistory
DRHDiamondRock Hospitality CoCOM741$6.02K<0.1%+606+448.9%AddedHistory
EEExcelerate Energy, Inc.CL A COM273$6.04K<0.1%+273NewHistory
VMEOVimeo, Inc.COMMON STOCK1,581$6.05K<0.1%00.0%UnchangedHistory
BJRIBJs RESTAURANTS INCCOM208$6.06K<0.1%00.0%UnchangedHistory
iShares Tr46435G524INTL DIV GRWTH100$6.06K<0.1%00.0%Unchanged–
MMSIMerit Medical Systems IncCOM82$6.06K<0.1%+7+9.3%AddedHistory
ATOAtmos Energy CorpCOM54$6.07K<0.1%+4+8.0%AddedHistory
JOUTJohnson Outdoors IncCL A97$6.11K<0.1%00.0%UnchangedHistory
GDOTGreen Dot CorpCL A356$6.12K<0.1%+110+44.7%AddedHistory
SFLSFL Corp Ltd.SHS645$6.13K<0.1%00.0%UnchangedHistory
CHEFChefs' Warehouse, Inc.COM180$6.13K<0.1%00.0%UnchangedHistory
RAMPLiveRamp Holdings, Inc.COM280$6.14K<0.1%00.0%UnchangedHistory
TXRHTexas Roadhouse, Inc.COM57$6.16K<0.1%+37+185.0%AddedHistory
DVDoubleVerify Holdings, Inc.COM205$6.18K<0.1%+102+99.0%AddedHistory
BSRRSierra BancorpCOM359$6.18K<0.1%+359NewHistory
NIONIO Inc.ADR590$6.20K<0.1%+97+19.7%AddedHistory
NOVTNovanta IncCOM39$6.20K<0.1%+10+34.5%AddedHistory
SPTSprout Social, Inc.COM CL A102$6.21K<0.1%+52+104.0%AddedHistory
WKCWorld Kinect CorpCOM245$6.26K<0.1%+18+7.9%AddedHistory
FFBCFirst Financial BancorpCOM288$6.27K<0.1%−186−39.2%ReducedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF102$6.32K<0.1%−23−18.4%Reduced–
UHTUniversal Health Realty Income TrustSH BEN INT133$6.40K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD435$6.42K<0.1%+45+11.5%Added–
ASNDAscendis Pharma A/SSPONSORED ADR60$6.43K<0.1%+25+71.4%AddedHistory
GENGen Digital Inc.Stock377$6.47K<0.1%+171+83.0%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock90$6.50K<0.1%−2−2.2%ReducedHistory
SWAVShockwave Medical, Inc.COM30$6.50K<0.1%+30NewHistory
FSLRFirst Solar, Inc.Stock30$6.53K<0.1%+20+200.0%AddedHistory
NGNovagold Resources IncCOM NEW1,053$6.55K<0.1%00.0%UnchangedHistory
SWNSouthwestern Energy CoCOM1,311$6.55K<0.1%+1,310+131,000.0%AddedHistory
AKRAcadia Realty TrustCOM SH BEN INT471$6.57K<0.1%+413+712.1%AddedHistory
ZZillow Group, Inc.CL C CAP STK148$6.58K<0.1%00.0%UnchangedHistory
ERICEricsson LM Telephone CoADR B SEK 101,128$6.60K<0.1%−6,588−85.4%ReducedHistory
PEverpure, Inc.CL A260$6.63K<0.1%−78−23.1%ReducedHistory
HQYHealthequity, Inc.COM113$6.63K<0.1%+113NewHistory
WABWestinghouse Air Brake Technologies CorpStock66$6.67K<0.1%−5−7.0%ReducedHistory
SIXSix Flags Entertainment CorpCOM250$6.68K<0.1%00.0%UnchangedHistory
DBIDesigner Brands Inc.CL A765$6.69K<0.1%+765NewHistory
ABMAbm Industries IncCOM149$6.70K<0.1%−63−29.7%ReducedHistory
RPDRapid7, Inc.COM146$6.70K<0.1%00.0%UnchangedHistory
SAFESafehold Inc.COM230$6.75K<0.1%+230NewHistory
KOPKoppers Holdings Inc.COM194$6.78K<0.1%−115−37.2%ReducedHistory
EFREaton Vance Senior Floating-Rate TrustCOM599$6.79K<0.1%00.0%UnchangedHistory
TMETencent Music Entertainment GroupSPON ADS826$6.84K<0.1%−486−37.0%ReducedHistory
Invesco Exchange Traded FD T46137V787BIOTECHNOLOGY109$6.84K<0.1%00.0%Unchanged–
QGENQiagen N.V.SHS NEW149$6.84K<0.1%+149NewHistory
SPTNSpartanNash CoCOM276$6.84K<0.1%−187−40.4%ReducedHistory
MNTVMomentive Global Inc.COM735$6.85K<0.1%00.0%UnchangedHistory
PEGAPegasystems IncCOM142$6.88K<0.1%00.0%UnchangedHistory
AKAMAkamai Technologies IncCOM88$6.89K<0.1%−285−76.4%ReducedHistory
CDECoeur Mining, Inc.COM NEW1,729$6.90K<0.1%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM33$6.90K<0.1%−38−53.5%ReducedHistory
HAHawaiian Holdings IncCOM754$6.91K<0.1%+754NewHistory
OFEDOconee Federal Financial Corp.COM375$6.94K<0.1%00.0%UnchangedHistory
HIHillenbrand, Inc.COM146$6.95K<0.1%00.0%UnchangedHistory
GBXGreenbrier Companies IncStock216$6.95K<0.1%00.0%UnchangedHistory
CINFCincinnati Financial CorpCOM62$6.95K<0.1%+4+6.9%AddedHistory
AVYAvery Dennison CorpCOM39$6.98K<0.1%−4−9.3%ReducedHistory
COLLCollegium Pharmaceutical, IncCOM293$7.03K<0.1%+126+75.4%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD1,448$7.05K<0.1%+1,242+602.9%AddedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK340$7.07K<0.1%−579−63.0%ReducedHistory
IPGInterpublic Group of Companies, Inc.COM190$7.08K<0.1%+14+8.0%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF190$7.10K<0.1%−165−46.5%Reduced–
CNRCore Natural Resources, Inc.COM122$7.11K<0.1%−40−24.7%ReducedHistory
SKYWSkywest IncCOM321$7.12K<0.1%−229−41.6%ReducedHistory
AAMIAcadian Asset Management Inc.COM304$7.17K<0.1%−92−23.2%ReducedHistory
TAPMolson Coors Beverage CoCL B139$7.18K<0.1%+19+15.8%AddedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW533$7.18K<0.1%00.0%UnchangedHistory
Fidelity MSCI Financials Index ETF316092501ETF160$7.22K<0.1%+160New–
PACWPacwest BancorpCOM746$7.26K<0.1%+40+5.7%AddedHistory
ECPGEncore Capital Group IncCOM144$7.26K<0.1%−55−27.6%ReducedHistory
SONOSonos IncCOM371$7.28K<0.1%+371NewHistory
SPBSpectrum Brands Holdings, Inc.COM110$7.28K<0.1%00.0%UnchangedHistory
APPAppLovin CorpCOM CL A463$7.29K<0.1%00.0%UnchangedHistory
LGIHLGI Homes, Inc.COM64$7.30K<0.1%+64NewHistory
FTSFortis Inc.COM172$7.32K<0.1%00.0%UnchangedHistory
CLFCleveland-Cliffs Inc.COM401$7.35K<0.1%+340+557.4%AddedHistory
JBSSSanfilippo John B & Son IncCOM76$7.37K<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM193$7.39K<0.1%−80−29.3%ReducedHistory
EQNREquinor ASASPONSORED ADR260$7.39K<0.1%−1,442−84.7%ReducedHistory
ALEXAlexander & Baldwin, Inc.COM392$7.41K<0.1%−262−40.1%ReducedHistory
iShares Global Clean Energy ETF464288224ETF375$7.42K<0.1%00.0%Unchanged–
BDNBrandywine Realty TrustSH BEN INT NEW1,574$7.45K<0.1%−1,332−45.8%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock51$7.47K<0.1%+20+64.5%AddedHistory
GLBEGlobal-E Online Ltd.SHS232$7.48K<0.1%+131+129.7%AddedHistory
iShares Tr464288687PFD AND INCM SEC241$7.52K<0.1%−797−76.8%Reduced–
FCFFirst Commonwealth Financial CorpCOM605$7.52K<0.1%−133−18.0%ReducedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$7.53K<0.1%00.0%Unchanged–
CMCCommercial Metals CoStock154$7.53K<0.1%−6−3.8%ReducedHistory
TWSTTwist Bioscience CorpCOM500$7.54K<0.1%00.0%UnchangedHistory
KEPKorea Electric Power CorpSPONSORED ADR1,089$7.56K<0.1%00.0%UnchangedHistory
YUMCYum China Holdings, Inc.COM120$7.61K<0.1%−22−15.5%ReducedHistory
HTLDHeartland Express IncCOM479$7.63K<0.1%−202−29.7%ReducedHistory
DCHDauch CorpCOM978$7.64K<0.1%−199−16.9%ReducedHistory
CSTMConstellium SECL A SHS502$7.67K<0.1%00.0%UnchangedHistory
JNPRJuniper Networks IncCOM223$7.68K<0.1%−47−17.4%ReducedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A167$7.69K<0.1%+167NewHistory
FCNFti Consulting, IncCOM39$7.70K<0.1%+20+105.3%AddedHistory
AVDAmerican Vanguard CorpCOM352$7.70K<0.1%−96−21.4%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