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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
NOANorth American Construction Group Ltd.COM68$1.48K<0.1%00.0%UnchangedHistory
CMRXChimerix IncCOM1,551$1.49K<0.1%+1,551NewHistory
YELPYelp IncCL A36$1.50K<0.1%−135−78.9%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM10$1.50K<0.1%00.0%UnchangedHistory
OCOwens CorningStock11$1.50K<0.1%−5−31.3%ReducedHistory
SRGSeritage Growth PropertiesCL A194$1.50K<0.1%+194NewHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG56$1.51K<0.1%+1+1.8%Added–
PCVXVaxcyte, Inc.COM30$1.53K<0.1%+1+3.4%AddedHistory
ARCHArch Resources, Inc.CL A9$1.54K<0.1%−1−10.0%ReducedHistory
iShares Tr46435G334MSCI UK ETF NEW49$1.55K<0.1%00.0%Unchanged–
UECUranium Energy CorpCOM302$1.55K<0.1%+302NewHistory
SAMBoston Beer Co IncCL A4$1.56K<0.1%−72−94.7%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR27$1.58K<0.1%−29−51.8%ReducedHistory
TACTransalta CorpCOM182$1.58K<0.1%+182NewHistory
MSGSMadison Square Garden Sports Corp.CL A9$1.59K<0.1%00.0%UnchangedHistory
IIPRInnovative Industrial Properties IncCOM21$1.59K<0.1%00.0%UnchangedHistory
DORMDorman Products, Inc.COM21$1.59K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock10$1.62K<0.1%−21−67.7%ReducedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A67$1.62K<0.1%+16+31.4%AddedHistory
NNNextnav Inc.COMMON STOCK315$1.62K<0.1%00.0%UnchangedHistory
BROSDutch Bros Inc.CL A70$1.63K<0.1%−175−71.4%ReducedHistory
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1.63K<0.1%+51NewHistory
WERNWerner Enterprises IncCOM42$1.64K<0.1%+42NewHistory
iShares Inc464286509MSCI CDA ETF49$1.64K<0.1%−1−2.0%Reduced–
FLWS1 800 Flowers Com IncCL A235$1.65K<0.1%00.0%UnchangedHistory
DBRGDigitalBridge Group, Inc.CL A NEW94$1.65K<0.1%00.0%UnchangedHistory
ITCIIntra-Cellular Therapies, Inc.COM32$1.67K<0.1%+14+77.8%AddedHistory
ORAOrmat Technologies, Inc.COM24$1.68K<0.1%+24NewHistory
iShares Inc464286657MSCI BIC ETF50$1.68K<0.1%00.0%Unchanged–
TELFYTelefonica S ASPONSORED ADR414$1.69K<0.1%−24−5.5%ReducedHistory
PRPermian Resources CorpCLASS A COM121$1.69K<0.1%00.0%UnchangedHistory
CHMICherry Hill Mortgage Investment CorpCOM454$1.69K<0.1%+454NewHistory
iShares Tr464288273EAFE SML CP ETF30$1.69K<0.1%+30New–
SKMSK Telecom Co LtdSPONSORED ADR79$1.70K<0.1%+79NewHistory
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1.70K<0.1%00.0%Unchanged–
Xtrackers International Real Estate ETF233051846ETF87$1.70K<0.1%+87New–
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF55$1.71K<0.1%00.0%Unchanged–
XRAYDentsply Sirona Inc.Stock50$1.71K<0.1%−27−35.1%ReducedHistory
SPDR Series Trust78464A656ST STR TIPS ETF69$1.71K<0.1%+69New–
DARDarling Ingredients Inc.COM33$1.72K<0.1%−55−62.5%ReducedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW57$1.73K<0.1%−26−31.3%ReducedHistory
FSPFranklin Street Properties CorpCOM932$1.73K<0.1%+932NewHistory
OLEDUniversal Display CorpCOM11$1.73K<0.1%+11NewHistory
BANFBancfirst CorpCOM20$1.74K<0.1%00.0%UnchangedHistory
ZIPZiprecruiter, Inc.CL A145$1.74K<0.1%−291−66.7%ReducedHistory
CHPTChargePoint Holdings, Inc.COM CL A350$1.74K<0.1%00.0%UnchangedHistory
BWBBridgewater Bancshares IncCOM184$1.74K<0.1%+184NewHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS249$1.75K<0.1%+71+39.9%AddedHistory
BFSSaul Centers, Inc.COM50$1.76K<0.1%+50NewHistory
TGITriumph Group IncCOM232$1.78K<0.1%+138+146.8%AddedHistory
AVNSAvanos Medical, Inc.Stock88$1.78K<0.1%−7−7.4%ReducedHistory
XPEVXpeng Inc.ADS97$1.78K<0.1%+97NewHistory
INSPInspire Medical Systems, Inc.COM9$1.79K<0.1%+3+50.0%AddedHistory
WOLFWolfspeed, Inc.Stock47$1.79K<0.1%+47NewHistory
HCMHUTCHMED (China) LtdSPONSORED ADS106$1.80K<0.1%+106NewHistory
XMTRXometry, Inc.CLASS A COM106$1.80K<0.1%−37−25.9%ReducedHistory
VALValaris LtdCL A24$1.80K<0.1%00.0%UnchangedHistory
NXRTNexPoint Residential Trust, Inc.COM56$1.80K<0.1%+56NewHistory
VIPSVipshop Holdings LtdSPONSORED ADS A113$1.81K<0.1%−49−30.2%ReducedHistory
FTITechnipFMC plcCOM89$1.81K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V597RAFI US 150055$1.81K<0.1%+55New–
PAYCPaycom Software, Inc.Stock7$1.82K<0.1%+4+133.3%AddedHistory
NEUNewmarket CorpCOM4$1.82K<0.1%+1+33.3%AddedHistory
KCKingsoft Cloud Holdings LtdADS371$1.83K<0.1%00.0%UnchangedHistory
MRTXMirati Therapeutics, Inc.COM42$1.83K<0.1%+42NewHistory
PAGPenske Automotive Group, Inc.COM11$1.84K<0.1%00.0%UnchangedHistory
FORMFormfactor IncCOM53$1.85K<0.1%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW483$1.85K<0.1%−1,467−75.2%ReducedHistory
PETSPetmed Express IncCOM181$1.85K<0.1%+181NewHistory
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1.86K<0.1%00.0%Unchanged–
CCRNCross Country Healthcare IncCOM75$1.86K<0.1%00.0%UnchangedHistory
GEOGeo Group IncCOM228$1.86K<0.1%+228NewHistory
IRTCiRhythm Holdings, Inc.COM20$1.89K<0.1%+20NewHistory
PRMWPrimo Water CorpCOM137$1.89K<0.1%00.0%UnchangedHistory
BRYBerry Corp (bry)COM232$1.90K<0.1%00.0%UnchangedHistory
CWSTCasella Waste Systems IncCL A25$1.91K<0.1%+13+108.3%AddedHistory
ACMAecomCOM23$1.91K<0.1%00.0%UnchangedHistory
FULTFulton Financial CorpCOM158$1.91K<0.1%00.0%UnchangedHistory
KDKyndryl Holdings, Inc.Stock127$1.92K<0.1%00.0%UnchangedHistory
MDRXVeradigm Inc.COM146$1.92K<0.1%00.0%UnchangedHistory
MVBFMVB Financial CorpCOM85$1.92K<0.1%00.0%UnchangedHistory
TCOMTrip.com Group LtdADS55$1.92K<0.1%−64−53.8%ReducedHistory
WKWorkiva IncCOM CL A19$1.93K<0.1%−5−20.8%ReducedHistory
FCPTFour Corners Property Trust, Inc.COM87$1.93K<0.1%00.0%UnchangedHistory
GXOGXO Logistics, Inc.Stock33$1.94K<0.1%−8−19.5%ReducedHistory
HIBBHibbett IncCOM41$1.95K<0.1%+41NewHistory
CATOCato CorpCL A256$1.96K<0.1%+256NewHistory
REGRegency Centers CorpCOM33$1.96K<0.1%−8−19.5%ReducedHistory
IVRInvesco Mortgage Capital Inc.COM197$1.97K<0.1%−115−36.9%ReducedHistory
REZIResideo Technologies, Inc.Stock125$1.98K<0.1%00.0%UnchangedHistory
FNDFloor & Decor Holdings, Inc.CL A22$1.99K<0.1%00.0%UnchangedHistory
VTSVitesse Energy, Inc.COMMON STOCK87$1.99K<0.1%−74−46.0%ReducedHistory
MGPIMGP Ingredients IncCOM19$2.00K<0.1%00.0%UnchangedHistory
Flexshares Tr33939L753CR SCORED LONG50$2.00K<0.1%00.0%Unchanged–
RIGTransocean Ltd.REGISTERED SHS245$2.01K<0.1%−272−52.6%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A279$2.02K<0.1%+73+35.4%AddedHistory
PCORProcore Technologies, Inc.COM31$2.02K<0.1%00.0%UnchangedHistory
CVLTCommvault Systems IncCOM30$2.03K<0.1%+7+30.4%AddedHistory
HBNCHorizon Bancorp IncCOM190$2.03K<0.1%+47+32.9%AddedHistory
CVBFCVB Financial CorpCOM123$2.04K<0.1%00.0%UnchangedHistory

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