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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
OFGOfg BancorpCOM225$5.61K<0.1%−255−53.1%ReducedHistory
DOCSDoximity, Inc.CL A173$5.60K<0.1%+173NewHistory
NESRNational Energy Services Reunited Corp.SHS1,065$5.60K<0.1%+1,065NewHistory
FNBFNB CorpCOM482$5.59K<0.1%−582−54.7%ReducedHistory
GEFGreif, IncCL A88$5.58K<0.1%+14+18.9%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT109$5.57K<0.1%+109New–
SLVMSylvamo CorpCOMMON STOCK120$5.55K<0.1%−36−23.1%ReducedHistory
BROSDutch Bros Inc.CL A175$5.54K<0.1%00.0%UnchangedHistory
HWMHowmet Aerospace Inc.Stock130$5.51K<0.1%00.0%UnchangedHistory
SUISun Communities IncCOM39$5.50K<0.1%−26−40.0%ReducedHistory
OXMOxford Industries IncCOM52$5.49K<0.1%−32−38.1%ReducedHistory
EVAEnviva, LLCCOM190$5.49K<0.1%+190NewHistory
TSTenaris SASPONSORED ADS192$5.46K<0.1%00.0%UnchangedHistory
ATRAptargroup, Inc.Stock46$5.44K<0.1%+46NewHistory
ASOAcademy Sports & Outdoors, Inc.COM83$5.42K<0.1%00.0%UnchangedHistory
REIRing Energy, Inc.COM2,849$5.41K<0.1%+1,836+181.2%AddedHistory
LECOLincoln Electric Holdings IncCOM32$5.41K<0.1%00.0%UnchangedHistory
CVCOCavco Industries, Inc.COM17$5.40K<0.1%−10−37.0%ReducedHistory
WWayfair Inc.CL A156$5.36K<0.1%−53−25.4%ReducedHistory
FORForestar Group Inc.COM344$5.35K<0.1%00.0%UnchangedHistory
ATKRAtkore Inc.COM38$5.34K<0.1%+34+850.0%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS163$5.33K<0.1%+95+139.7%AddedHistory
WDWalker & Dunlop, Inc.COM70$5.33K<0.1%+70NewHistory
GAPGap IncCOM531$5.33K<0.1%+101+23.5%AddedHistory
JPMorgan Chase & Co46625H365ALERIAN ML ETN240$5.33K<0.1%+210+700.0%Added–
STHOStar HoldingsSHS BEN INT306$5.32K<0.1%+306NewHistory
Victory Portfolios II92647N535SHORT TRM BD ETF108$5.31K<0.1%00.0%Unchanged–
Global X FDS37954Y814FINTECH ETF255$5.31K<0.1%00.0%Unchanged–
NVSTEnvista Holdings CorpCOM129$5.27K<0.1%+13+11.2%AddedHistory
YELPYelp IncCL A171$5.25K<0.1%00.0%UnchangedHistory
PATKPatrick Industries IncCOM76$5.23K<0.1%−38−33.3%ReducedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF175$5.19K<0.1%00.0%Unchanged–
KTBKontoor Brands, Inc.Stock107$5.18K<0.1%+107NewHistory
CLVTClarivate PLCORD SHS549$5.16K<0.1%00.0%UnchangedHistory
FROFrontline plcCOM311$5.15K<0.1%00.0%UnchangedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF429$5.11K<0.1%+429NewHistory
SCSCScansource, Inc.COM167$5.08K<0.1%−53−24.1%ReducedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF50$5.06K<0.1%00.0%Unchanged–
WisdomTree Tr97717X784WSDM EMKTBD FD81$5.04K<0.1%00.0%Unchanged–
STBAS&T Bancorp IncCOM160$5.03K<0.1%−94−37.0%ReducedHistory
BILLBILL Holdings, Inc.Stock62$5.03K<0.1%−8−11.4%ReducedHistory
MCSMarcus CorpCOM314$5.02K<0.1%00.0%UnchangedHistory
ACGLArch Capital Group Ltd.Stock74$5.02K<0.1%+14+23.3%AddedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF79$5.02K<0.1%00.0%Unchanged–
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR499$5.00K<0.1%−437−46.7%ReducedHistory
FUTUFutu Holdings LtdSPON ADS CL A96$4.98K<0.1%−37−27.8%ReducedHistory
AMSFAmerisafe IncCOM101$4.94K<0.1%00.0%UnchangedHistory
SHAKShake Shack Inc.CL A89$4.94K<0.1%−39−30.5%ReducedHistory
SBRASabra Health Care REIT, Inc.REIT428$4.92K<0.1%+24+5.9%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR52$4.90K<0.1%+22+73.3%AddedHistory
PRMWPrimo Water CorpCOM319$4.90K<0.1%−19−5.6%ReducedHistory
NBTBNBT Bancorp IncCOM144$4.85K<0.1%−175−54.9%ReducedHistory
iShares Tr464288844US OIL EQ&SV ETF250$4.83K<0.1%+250New–
GBDCGolub Capital BDC, Inc.COM355$4.81K<0.1%00.0%UnchangedHistory
TRUETrueCar, Inc.COM2,083$4.79K<0.1%00.0%UnchangedHistory
KEKimball Electronics, Inc.Stock197$4.75K<0.1%−88−30.9%ReducedHistory
CRSCarpenter Technology CorpCOM106$4.75K<0.1%00.0%UnchangedHistory
KRTXKaruna Therapeutics, Inc.COM26$4.72K<0.1%+10+62.5%AddedHistory
INDTIndus Realty Trust, Inc.COM71$4.71K<0.1%00.0%UnchangedHistory
BILIBilibili Inc.SPONS ADS REP Z200$4.70K<0.1%−118−37.1%ReducedHistory
BIGGQFormer BL Stores IncCOM426$4.67K<0.1%+426NewHistory
DDD3D Systems CorpCOM NEW435$4.66K<0.1%+435NewHistory
ZIPZiprecruiter, Inc.CL A291$4.64K<0.1%00.0%UnchangedHistory
KALUKaiser Aluminum CorpCOM PAR $0.0162$4.63K<0.1%−179−74.3%ReducedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$4.61K<0.1%00.0%Unchanged–
UBSIUnited Bankshares IncCOM131$4.61K<0.1%00.0%UnchangedHistory
COLBColumbia Banking System, Inc.COM215$4.61K<0.1%−486−69.3%ReducedHistory
HELEHelen of Troy LtdStock48$4.57K<0.1%−10−17.2%ReducedHistory
DEAEasterly Government Properties, Inc.COM332$4.56K<0.1%+332NewHistory
DTMDT Midstream, Inc.COMMON STOCK92$4.54K<0.1%+5+5.7%AddedHistory
iShares Inc464286749MSCI SWITZERLAND100$4.53K<0.1%−17−14.5%Reduced–
NWNNorthwest Natural Holding CoCOM95$4.52K<0.1%−60−38.7%ReducedHistory
SXCSunCoke Energy, Inc.COM503$4.52K<0.1%−103−17.0%ReducedHistory
CARSCars.com Inc.COM234$4.52K<0.1%00.0%UnchangedHistory
CRMTAmericas Carmart IncCOM57$4.51K<0.1%00.0%UnchangedHistory
RMBSRambus IncCOM88$4.51K<0.1%−187−68.0%ReducedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4.50K<0.1%−15−23.4%ReducedHistory
ITGRInteger Holdings CorpCOM58$4.50K<0.1%00.0%UnchangedHistory
MTArcelorMittalNY REGISTRY SH149$4.49K<0.1%−41−21.6%ReducedHistory
PMTPennyMac Mortgage Investment TrustCOM363$4.48K<0.1%+363NewHistory
Schwab U.S. REIT ETF808524847ETF229$4.46K<0.1%+129+129.0%Added–
BCSBarclays PLCADR617$4.44K<0.1%+270+77.8%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF208$4.41K<0.1%00.0%Unchanged–
COURCoursera, Inc.COM383$4.41K<0.1%+189+97.4%AddedHistory
AZTAAzenta, Inc.COM98$4.37K<0.1%−387−79.8%ReducedHistory
iShares Tr46435G342MORTGE REL ETF200$4.37K<0.1%+200New–
MURMurphy Oil CorpCOM118$4.36K<0.1%00.0%UnchangedHistory
SNEXStoneX Group Inc.COM42$4.35K<0.1%−25−37.3%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE110$4.34K<0.1%00.0%Unchanged–
WFWoori Financial Group Inc.SPONSORED ADS165$4.34K<0.1%−2,933−94.7%ReducedHistory
Pacer FDS Tr69374H840WEALTHSHIELD160$4.33K<0.1%00.0%Unchanged–
CASYCaseys General Stores IncCOM20$4.33K<0.1%+15+300.0%AddedHistory
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$4.33K<0.1%00.0%Unchanged–
EFTEaton Vance Floating-Rate Income TrustCOM375$4.32K<0.1%00.0%UnchangedHistory
SPLKSplunk IncCOM45$4.32K<0.1%00.0%UnchangedHistory
BHEBenchmark Electronics IncCOM182$4.31K<0.1%+79+76.7%AddedHistory
PVHPVH Corp.COM48$4.28K<0.1%00.0%UnchangedHistory
NFGNational Fuel Gas CoStock74$4.27K<0.1%+74NewHistory
ACLSAxcelis Technologies IncStock32$4.26K<0.1%−52−61.9%ReducedHistory
RLGTRadiant Logistics, IncCOM648$4.25K<0.1%+648NewHistory

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