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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
MCHPMicrochip Technology IncStock2,028$169.9K<0.1%−55−2.6%ReducedHistory
HUBSHubSpot IncCOM393$168.5K<0.1%−40−9.2%ReducedHistory
BUDAnheuser-Busch InBev SA/NVADR2,524$168.5K<0.1%+116+4.8%AddedHistory
CDWCDW CorpCOM862$168.0K<0.1%+88+11.4%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,183$166.7K<0.1%+1+0.1%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS20,892$166.5K<0.1%−1,375−6.2%ReducedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL5,090$166.3K<0.1%00.0%Unchanged–
TTETotalEnergies SESPONSORED ADS2,813$166.1K<0.1%+64+2.3%AddedHistory
TUTelus CorpCOM8,351$165.9K<0.1%+247+3.0%AddedHistory
IBMInternational Business Machines CorpStock1,261$165.3K<0.1%−634−33.5%ReducedHistory
MAINMain Street Capital CORPCEF4,176$164.8K<0.1%00.0%UnchangedHistory
LHXL3HARRIS Technologies, Inc.Stock830$162.9K<0.1%+245+41.9%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF2,387$161.6K<0.1%+2,180+1,053.1%Added–
CTSHCognizant Technology Solutions CorpCL A2,625$159.9K<0.1%+647+32.7%AddedHistory
SAIASaia IncCOM585$159.2K<0.1%+578+8,257.1%AddedHistory
ITWIllinois Tool Works IncStock653$159.0K<0.1%−34−4.9%ReducedHistory
SNPSSynopsys IncCOM410$158.4K<0.1%+59+16.8%AddedHistory
AJGArthur J. Gallagher & Co.COM823$157.6K<0.1%+71+9.4%AddedHistory
iShares Core S&P US Value ETF464287663ETF2,131$157.2K<0.1%−80−3.6%Reduced–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR10,141$156.8K<0.1%+3,714+57.8%AddedHistory
WITWipro LtdSPON ADR 1 SH34,882$156.6K<0.1%+19,921+133.2%AddedHistory
HCAHCA Healthcare, Inc.COM592$156.1K<0.1%−30−4.8%ReducedHistory
ARESAres Management CorpCL A COM STK1,870$156.0K<0.1%00.0%UnchangedHistory
OVVOvintiv Inc.COM4,317$155.8K<0.1%+3,843+810.8%AddedHistory
MMM3M CoStock1,482$155.8K<0.1%−171−10.3%ReducedHistory
SYKStryker CorpStock544$155.3K<0.1%+10+1.9%AddedHistory
ELEstee Lauder Companies IncCL A629$155.0K<0.1%−508−44.7%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF1,128$154.6K<0.1%00.0%Unchanged–
PHParker-Hannifin CorpStock460$154.3K<0.1%−65−12.4%ReducedHistory
Timothy Plan887432326HIG DV STK ETF4,939$154.2K<0.1%+700+16.5%Added–
UALUnited Airlines Holdings, Inc.COM3,484$154.2K<0.1%+835+31.5%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM1,980$152.4K<0.1%+6+0.3%AddedHistory
DFSDiscover Financial ServicesCOM1,541$152.3K<0.1%−147−8.7%ReducedHistory
ARCCAres Capital CorpCEF8,230$150.4K<0.1%−479−5.5%ReducedHistory
FERGFerguson Enterprises Inc.SHS1,123$150.2K<0.1%−157−12.3%ReducedHistory
DOWDow Inc.Stock2,738$150.1K<0.1%−72−2.6%ReducedHistory
BIIBBiogen Inc.COM537$149.3K<0.1%−5−0.9%ReducedHistory
ALLAllstate CorpStock1,345$149.0K<0.1%−37−2.7%ReducedHistory
NSITInsight Enterprises IncCOM1,041$148.8K<0.1%−30−2.8%ReducedHistory
CDNSCadence Design Systems IncStock702$147.5K<0.1%+547+352.9%AddedHistory
ALGNAlign Technology IncCOM439$146.7K<0.1%+3+0.7%AddedHistory
MZTIMarzetti CoCOM723$146.7K<0.1%00.0%UnchangedHistory
VALEVale S.A.SPONSORED ADS9,256$146.1K<0.1%−5,148−35.7%ReducedHistory
LRCXLam Research CorpCOM274$145.3K<0.1%+6+2.2%AddedHistory
LVSLas Vegas Sands CorpCOM2,519$144.7K<0.1%+571+29.3%AddedHistory
UMCUnited Microelectronics CorpSPON ADR NEW16,508$144.6K<0.1%−1,225−6.9%ReducedHistory
BKRBaker Hughes CoCL A5,011$144.6K<0.1%+914+22.3%AddedHistory
iShares Russell Midcap ETF464287499ETF2,060$144.0K<0.1%−102−4.7%Reduced–
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,057$142.5K<0.1%+180+4.6%AddedHistory
ARWArrow Electronics, Inc.COM1,141$142.5K<0.1%−4−0.3%ReducedHistory
WRKWestRock CoCOM4,672$142.3K<0.1%+26+0.6%AddedHistory
SHWSherwin Williams CoCOM626$140.5K<0.1%+30+5.0%AddedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,728$140.4K<0.1%−246−12.5%Reduced–
SHELShell plcADR2,423$139.4K<0.1%+59+2.5%AddedHistory
NUENucor CorpCOM900$139.0K<0.1%−81−8.3%ReducedHistory
SPGIS&P Global Inc.Stock398$137.5K<0.1%+5+1.3%AddedHistory
AMEAmetek IncCOM931$135.4K<0.1%−6−0.6%ReducedHistory
AIGAmerican International Group, Inc.Stock2,675$134.7K<0.1%−13−0.5%ReducedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,235$134.1K<0.1%00.0%UnchangedHistory
CHDChurch & Dwight Co IncCOM1,516$134.0K<0.1%−7,029−82.3%ReducedHistory
TMUST-Mobile US, Inc.Stock921$133.4K<0.1%−139−13.1%ReducedHistory
HZNPHorizon Therapeutics Public Ltd CoSHS1,211$132.2K<0.1%+12+1.0%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 34,938$130.8K<0.1%−49−1.0%ReducedHistory
FISFidelity National Information Services, Inc.Stock2,397$130.2K<0.1%−35−1.4%ReducedHistory
APHAmphenol CorpCL A1,590$130.0K<0.1%−79−4.7%ReducedHistory
VICIVici Properties Inc.COM3,971$129.5K<0.1%+449+12.7%AddedHistory
EDConsolidated Edison IncStock1,343$128.5K<0.1%+1,113+483.9%AddedHistory
IMOImperial Oil LtdCOM NEW2,503$127.2K<0.1%−66−2.6%ReducedHistory
APAAPA CorpStock3,526$127.1K<0.1%+3,021+598.2%AddedHistory
FCXFreeport-McMoran IncStock3,101$126.9K<0.1%+582+23.1%AddedHistory
DNPDNP Select Income Fund IncCOM11,450$126.2K<0.1%00.0%UnchangedHistory
BF.ABrown Forman CorpCL A1,935$126.1K<0.1%+37+1.9%AddedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW6,815$125.1K<0.1%+645+10.5%AddedHistory
UBSUBS Group AGStock5,832$124.5K<0.1%−373−6.0%ReducedHistory
HPQHP IncStock4,223$123.9K<0.1%−12,084−74.1%ReducedHistory
WDAYWorkday, Inc.CL A599$123.7K<0.1%−12−2.0%ReducedHistory
VMCVulcan Materials COCOM720$123.5K<0.1%+444+160.9%AddedHistory
CARRCarrier Global CorpStock2,691$123.1K<0.1%+73+2.8%AddedHistory
CNQCanadian Natural Resources LtdCOM2,221$122.9K<0.1%−106−4.6%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,492$122.3K<0.1%−192−5.2%ReducedHistory
CEGConstellation Energy CorpStock1,558$122.3K<0.1%−223−12.5%ReducedHistory
ITTItt Inc.COM1,415$122.1K<0.1%−239−14.4%ReducedHistory
TTDTrade Desk, Inc.Stock1,994$121.5K<0.1%−28−1.4%ReducedHistory
BIDUBaidu, Inc.ADR802$121.0K<0.1%+692+629.1%AddedHistory
XYZBlock, Inc.CL A1,762$121.0K<0.1%−406−18.7%ReducedHistory
RSReliance, Inc.COM471$120.9K<0.1%+36+8.3%AddedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,729$120.5K<0.1%+95+5.8%AddedHistory
SLBSLB LimitedStock2,435$119.5K<0.1%−155−6.0%ReducedHistory
NETCloudflare, Inc.CL A COM1,937$119.4K<0.1%−139−6.7%ReducedHistory
EMEEMCOR Group, Inc.Stock730$118.7K<0.1%00.0%UnchangedHistory
GWWW.W. Grainger, Inc.Stock172$118.5K<0.1%+3+1.8%AddedHistory
IDXXIDEXX Laboratories IncCOM236$118.0K<0.1%+23+10.8%AddedHistory
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,128$117.8K<0.1%+132+6.6%Added–
STLDSteel Dynamics IncCOM1,042$117.8K<0.1%+23+2.3%AddedHistory
iShares Tr464288281JPMORGAN USD EMG1,355$116.9K<0.1%+422+45.2%Added–
NXPINXP Semiconductors N.V.COM625$116.6K<0.1%+5+0.8%AddedHistory
CLXClorox CoStock736$116.5K<0.1%+181+32.6%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$115.1K<0.1%00.0%Unchanged–
WTWWillis Towers Watson PLCSHS493$114.6K<0.1%−10−2.0%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock886$114.5K<0.1%+35+4.1%AddedHistory

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