Skip to main content
Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2023

Holdings as of Sep 30, 2023, filed Nov 3, 2023. Long positions only; changes compare share counts with Q2 2023.

Institution overview
Positions
2,495
+4 vs. Q2 2023
Portfolio value
$942.9M
+$35.8M (+3.9%) vs. Q2 2023
Filed
Nov 3, 2023
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Healthpeak Properties, Inc.71943U104COM85$1.04K<0.1%−347−80.3%Reduced–
AMKRAmkor Technology, Inc.COM46$1.04K<0.1%00.0%UnchangedHistory
SIBNSI-BONE, Inc.COM49$1.04K<0.1%+49NewHistory
EVTCEVERTEC, Inc.COM28$1.04K<0.1%00.0%UnchangedHistory
HNSTHonest Company, Inc.COM826$1.04K<0.1%+826NewHistory
RVLVRevolve Group, Inc.CL A77$1.05K<0.1%+77NewHistory
VERVVerve Therapeutics, Inc.COM79$1.05K<0.1%+79NewHistory
ODCOil-Dri Corp of AmericaCOM17$1.05K<0.1%+17NewHistory
GKOSGLAUKOS CorpCOM14$1.05K<0.1%+14NewHistory
IESCIES Holdings, Inc.COM16$1.05K<0.1%−15−48.4%ReducedHistory
BPMCBlueprint Medicines CorpCOM21$1.05K<0.1%+21NewHistory
CONNConns IncCOM267$1.05K<0.1%+266+26,600.0%AddedHistory
KRONKronos Bio, Inc.COM813$1.06K<0.1%+813NewHistory
HASHasbro, Inc.COM16$1.06K<0.1%00.0%UnchangedHistory
RHRHCOM4$1.06K<0.1%00.0%UnchangedHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.06K<0.1%00.0%Unchanged–
DOCSDoximity, Inc.CL A50$1.06K<0.1%−123−71.1%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM23$1.06K<0.1%00.0%UnchangedHistory
APLSApellis Pharmaceuticals, Inc.COM28$1.06K<0.1%+22+366.7%AddedHistory
BCHBank of ChileSPONSORED ADS53$1.07K<0.1%00.0%UnchangedHistory
WMKWeis Markets IncCOM17$1.07K<0.1%+4+30.8%AddedHistory
TIPTTiptree Inc.COM64$1.07K<0.1%−9−12.3%ReducedHistory
HZOMarinemax IncCOM33$1.08K<0.1%+33NewHistory
LITELumentum Holdings Inc.COM24$1.08K<0.1%−6−20.0%ReducedHistory
RUSHBRush Enterprises IncCL B24$1.09K<0.1%+8+50.0%AddedHistory
ACTEnact Holdings, Inc.COM40$1.09K<0.1%00.0%UnchangedHistory
VTOLBristow Group Inc.COM39$1.10K<0.1%−4−9.3%ReducedHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.10K<0.1%00.0%Unchanged–
iShares MSCI India ETF46429B598ETF25$1.11K<0.1%00.0%Unchanged–
FRMEFirst Merchants CorpCOM40$1.11K<0.1%+40NewHistory
GRTSGritstone bio, Inc.COM649$1.12K<0.1%+649NewHistory
TNKTeekay Tankers Ltd.CL A27$1.12K<0.1%+27NewHistory
MEOHMethanex CorpCOM25$1.13K<0.1%00.0%UnchangedHistory
BRSPBrightSpire Capital, Inc.COM CL A180$1.13K<0.1%−6−3.2%ReducedHistory
UFPTUfp Technologies IncCOM7$1.13K<0.1%−1−12.5%ReducedHistory
NTRANatera, Inc.COM26$1.15K<0.1%+20+333.3%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS35$1.15K<0.1%00.0%UnchangedHistory
DCOMDime Commercial Bancshares, Inc.COM58$1.16K<0.1%+58NewHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1.16K<0.1%00.0%Unchanged–
CLVTClarivate PLCORD SHS173$1.16K<0.1%−68−28.2%ReducedHistory
RPCRidgepost Capital, Inc.CL A COM100$1.17K<0.1%00.0%UnchangedHistory
CPECallon Petroleum CoCOM30$1.17K<0.1%+30NewHistory
ALSNAllison Transmission Holdings IncStock20$1.18K<0.1%00.0%UnchangedHistory
KELYAKelly Services IncCL A65$1.18K<0.1%00.0%UnchangedHistory
NEXANexa Resources S.A.COM196$1.19K<0.1%+98+100.0%AddedHistory
TUPTupperware Brands CorpCOM852$1.19K<0.1%+852NewHistory
UPLDUpland Software, Inc.COM259$1.20K<0.1%+259NewHistory
WHDCactus, Inc.CL A24$1.21K<0.1%00.0%UnchangedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF16$1.21K<0.1%00.0%Unchanged–
MMSMaximus, Inc.COM16$1.21K<0.1%−4−20.0%ReducedHistory
iShares Tr46434V274INTL EQTY FACTOR47$1.22K<0.1%+9+23.7%Added–
CRNXCrinetics Pharmaceuticals, Inc.COM41$1.22K<0.1%+41NewHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD507$1.23K<0.1%−1,212−70.5%ReducedHistory
VCVisteon CorpCOM NEW9$1.24K<0.1%00.0%UnchangedHistory
NATRNatures Sunshine Products IncCOM75$1.24K<0.1%+75NewHistory
RWTRedwood Trust IncCOM175$1.25K<0.1%00.0%UnchangedHistory
ALHCAlignment Healthcare, Inc.COM180$1.25K<0.1%+180NewHistory
FELEFranklin Electric Co IncCOM14$1.25K<0.1%−93−86.9%ReducedHistory
HUBBHubbell IncCOM4$1.25K<0.1%00.0%UnchangedHistory
WSBFWaterstone Financial, Inc.COM115$1.26K<0.1%+115NewHistory
OPADOfferpad Solutions Inc.COM CL A129$1.26K<0.1%00.0%UnchangedHistory
ALSumisho Air Lease CorpCL A32$1.26K<0.1%−30−48.4%ReducedHistory
MSAMSA Safety IncCOM8$1.26K<0.1%00.0%UnchangedHistory
GFLGFL Environmental Inc.SUB VTG SHS41$1.29K<0.1%+25+156.3%AddedHistory
ETDEthan Allen Interiors IncCOM43$1.29K<0.1%00.0%UnchangedHistory
FIVEFive Below, IncCOM8$1.29K<0.1%+8NewHistory
RMAXRE/MAX Holdings, Inc.CL A100$1.29K<0.1%−364−78.4%ReducedHistory
EGYVaalco Energy IncCOM NEW295$1.29K<0.1%00.0%UnchangedHistory
CXCemex SAB de CVSPON ADR NEW201$1.31K<0.1%−1,000−83.3%ReducedHistory
First Tr Energy Income & Gro33738G104COM100$1.31K<0.1%00.0%Unchanged–
Fidelity Covington Trust316092303CONSMR STAPLES31$1.32K<0.1%00.0%Unchanged–
FNVFranco Nevada CorpStock10$1.33K<0.1%−3−23.1%ReducedHistory
TENBTenable Holdings, Inc.COM30$1.34K<0.1%+30NewHistory
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1.35K<0.1%−326−87.6%ReducedHistory
TDCTeradata CorpStock30$1.35K<0.1%00.0%UnchangedHistory
PRTAProthena Corp Public Ltd CoSHS28$1.35K<0.1%−281−90.9%ReducedHistory
iShares Tr464288521CRE U S REIT ETF29$1.37K<0.1%+29New–
CAMTCamtek LtdORD22$1.37K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.37K<0.1%00.0%Unchanged–
NGVTIngevity CorpCOM29$1.38K<0.1%−11−27.5%ReducedHistory
BGSB&G Foods, Inc.COM140$1.39K<0.1%−247−63.8%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.39K<0.1%00.0%UnchangedHistory
SFSTSouthern First Bancshares IncCOM52$1.40K<0.1%+52NewHistory
VSATViasat IncCOM76$1.40K<0.1%−326−81.1%ReducedHistory
CHWYChewy, Inc.CL A77$1.41K<0.1%+77NewHistory
MRCYMercury Systems IncCOM38$1.41K<0.1%+38NewHistory
STAGSTAG Industrial, Inc.COM41$1.42K<0.1%−17−29.3%ReducedHistory
HEHawaiian Electric Industries IncCOM116$1.43K<0.1%+116NewHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS47$1.43K<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM23$1.43K<0.1%+14+155.6%AddedHistory
RRXRegal Rexnord CorpCOM10$1.43K<0.1%+2+25.0%AddedHistory
VYXNCR Voyix CorpCOM53$1.43K<0.1%+19+55.9%AddedHistory
SIDNational Steel CoSPONSORED ADR600$1.43K<0.1%00.0%UnchangedHistory
TALTAL Education GroupSPONSORED ADS158$1.44K<0.1%+71+81.6%AddedHistory
MERCMercer International Inc.COM168$1.44K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF20$1.45K<0.1%00.0%Unchanged–
PRFTPerficient IncCOM25$1.45K<0.1%00.0%UnchangedHistory
ALECAlector, Inc.COM225$1.46K<0.1%+225NewHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN49$1.46K<0.1%−330−87.1%ReducedHistory
NUVBNuvation Bio Inc.COM CL A1,095$1.47K<0.1%−1,121−50.6%ReducedHistory

Sold out since Q2 2023 (228)

Positions held at the end of Q2 2023 that are gone from this filing.

The largest 100 of 228 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2023
SecurityClassShares in Q2 2023Value in Q2 2023% of portfolio in Q2 2023History
Alps ETF Tr00162Q452ALERIAN MLP11,713$459.3K0.1%–
WWEWorld Wrestling Entertainment, LLCCL A1,173$127.2K<0.1%History
WESWestern Midstream Partners, LPCOM UNIT LP INT4,152$110.1K<0.1%History
Bondbloxx ETF Trust09789C861BLOOMBERG ONE YR2,107$104.7K<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA1,644$82.7K<0.1%–
Bondbloxx ETF Trust09789C788BLOOMBERG SIX MN1,354$68.0K<0.1%–
GLDMWorld Gold TrustSPDR GLD MINIS1,661$63.3K<0.1%History
PDCEPDC Energy, Inc.COM757$53.9K<0.1%History
SPDR Series Trust78468R721STATE STREET SPD1,016$46.9K<0.1%–
iShares Tr464287580US CONSUM DISCRE640$45.5K<0.1%–
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP691$43.1K<0.1%History
Liberty Media Corp Del531229607COM C SIRIUSXM1,278$41.8K<0.1%–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF673$41.5K<0.1%–
UNVRUnivar Solutions Inc.COM1,142$40.9K<0.1%History
iShares Tr46436E7180-3 MTH TREASURY282$28.4K<0.1%–
MGEEMge Energy IncCOM326$25.8K<0.1%History
FETForum Energy Technologies, Inc.Common908$23.2K<0.1%History
DYDycom Industries IncCOM200$22.7K<0.1%History
SYNHSyneos Health, Inc.CL A527$22.2K<0.1%History
SSRMSSR Mining Inc.Stock1,555$22.1K<0.1%History
INVEINVE Technologies, Inc.COM NEW2,195$18.5K<0.1%History
SLABSilicon Laboratories Inc.Stock114$18.0K<0.1%History
USXUS Xpress Enterprises IncCOM CL A2,907$17.8K<0.1%History
Listed FD Tr53656F144TEUCRIUM AGRI ST500$17.1K<0.1%–
ARNCArconic CorpCOM490$14.5K<0.1%History
PSNParsons CorpCOM221$10.6K<0.1%History
BTZBlackRock Credit Allocation Income TrustCOM963$9.77K<0.1%History
Tata MTRS Ltd876568502SPONSORED ADR385$9.68K<0.1%–
SCLStepan CoCOM99$9.46K<0.1%History
CBRLCracker Barrel Old Country Store, IncCOM99$9.22K<0.1%History
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG444$8.65K<0.1%–
BMRNBiomarin Pharmaceutical IncCOM97$8.41K<0.1%History
MDPediatrix Medical Group, Inc.COM565$8.03K<0.1%History
ACHAccendra Health IncStock387$7.37K<0.1%History
ADAMAdamas Trust, Inc.COM680$6.75K<0.1%History
Liberty Media Corp531229409COM A SIRIUSXM205$6.73K<0.1%–
AODabrdn Total Dynamic Dividend FundCOM SH BEN INT738$6.10K<0.1%History
DOCNDigitalOcean Holdings, Inc.COM149$5.98K<0.1%History
CBUCommunity Financial System, Inc.COM127$5.95K<0.1%History
KKR and Co Inc 6 McOnv PFD C48251W401CONVERTIBLE PREFERRED STOCK89$5.88K<0.1%–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM309$5.87K<0.1%History
Global X FDS37954Y715RBTCS ARTFL INTE200$5.75K<0.1%–
Simplify Exchange Traded Fun82889N863VOLATILITY PREM250$5.74K<0.1%–
AVDAmerican Vanguard CorpCOM306$5.47K<0.1%History
OFEDOconee Federal Financial Corp.COM375$5.31K<0.1%History
AKUAkumin Inc.COM25,800$4.64K<0.1%History
GDOTGreen Dot CorpCL A245$4.59K<0.1%History
DEAEasterly Government Properties, Inc.COM311$4.51K<0.1%History
NTNXNutanix, Inc.Stock160$4.49K<0.1%History
AEGAegon Ltd.NY REGISTRY SHS868$4.40K<0.1%History
Pacer FDS Tr69374H840WEALTHSHIELD160$4.39K<0.1%–
BOEBlackRock Enhanced Global Dividend TrustCOM426$4.29K<0.1%History
PKPark Hotels & Resorts Inc.COM330$4.23K<0.1%History
RVTRoyce Small-Cap Trust, Inc.COM301$4.15K<0.1%History
MNKDMannkind CorpCOM NEW1,000$4.07K<0.1%History
HOVHovnanian Enterprises IncCL A NEW40$3.97K<0.1%History
AVKAdvent Convertible & Income FundCOM331$3.88K<0.1%History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL50$3.88K<0.1%–
PHKPIMCO High Income FundCOM SHS750$3.75K<0.1%History
DXDynex Capital IncCOM288$3.63K<0.1%History
EMDWestern Asset Emerging Markets Debt Fund Inc.COM413$3.56K<0.1%History
ARRArmour Residential REIT, Inc.COM NEW660$3.52K<0.1%History
MMTAberdeen Multi-Market Income FundSH BEN INT763$3.44K<0.1%History
LULufax Holding LtdADS REP SHS CL A2,356$3.37K<0.1%History
IGRCbre Global Real Estate Income FundCOM629$3.29K<0.1%History
MCRMFS Charter Income TrustSH BEN INT512$3.23K<0.1%History
DANDANA IncCOM189$3.21K<0.1%History
GHYPGIM Global High Yield Fund, Inc.COM290$3.18K<0.1%History
HLHecla Mining CoCOM603$3.11K<0.1%History
LSILife Storage, Inc.COM23$3.06K<0.1%History
JQCNuveen Credit Strategies Income FundCOM SHS594$3.00K<0.1%History
WIWWestern Asset Inflation-Linked Opportunities & Income FundCEF338$3.00K<0.1%History
BHKBlackRock Core Bond TrustSHS BEN INT274$2.92K<0.1%History
VUZIVuzix CorpCOM NEW557$2.84K<0.1%History
TSEOQTrinseo PLCCOM222$2.81K<0.1%History
RTLNecessity Retail REIT, Inc.COM CLASS A416$2.81K<0.1%History
STRLSterling Infrastructure, Inc.COM50$2.79K<0.1%History
MODVModivCare IncCOM61$2.76K<0.1%History
ECATBlackRock ESG Capital Allocation Term TrustSHS BEN INT174$2.73K<0.1%History
BCATBlackRock Capital Allocation Term TrustCOM162$2.47K<0.1%History
CURVTorrid Holdings Inc.COM865$2.43K<0.1%History
JRINuveen Real Asset Income & Growth FundCOM211$2.41K<0.1%History
SLGCSomaLogic, Inc.CLASS A COM1,037$2.40K<0.1%History
FPFFirst Trust Intermediate Duration Preferred & Income FundCOM152$2.36K<0.1%History
BWGBrandywineGLOBAL-Global Income Opportunities Fund IncCOM293$2.36K<0.1%History
AWFAlliancebernstein Global High Income Fund IncCOM233$2.32K<0.1%History
ISDPGIM High Yield Bond Fund, Inc.COM181$2.25K<0.1%History
WisdomTree Tr97717W562US SMALLCAP FUND50$2.24K<0.1%–
CENXCentury Aluminum CoCOM241$2.10K<0.1%History
Theratechnologies Inc88338H100COM2,484$2.09K<0.1%–
KLICKulicke & Soffa Industries IncCOM35$2.08K<0.1%History
iShares Tr464287374NORTH AMERN NAT53$2.06K<0.1%–
FRFirst Industrial Realty Trust IncCOM39$2.05K<0.1%History
Chindata Group Hldgs Ltd16955F107ADS283$2.03K<0.1%–
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR45$2.00K<0.1%History
BMEZBlackRock Health Sciences Term TrustCOM SHS119$1.95K<0.1%History
STEWSRH Total Return Fund, Inc.COM142$1.89K<0.1%History
BTXBlackRock Technology & Private Equity Term TrustSHS BEN INT236$1.85K<0.1%History
NEXNextier Oilfield Solutions Inc.COM198$1.77K<0.1%History
ISEEIVERIC bio, Inc.COM42$1.65K<0.1%History