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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
SAIASaia IncCOM766$305.4K<0.1%+181+30.9%AddedHistory
SLViShares Silver TrustETF14,854$302.1K<0.1%−183−1.2%ReducedHistory
AZPNAspen Technology, Inc.COM1,474$301.1K<0.1%−9−0.6%ReducedHistory
DHRDanaher CorpStock1,212$300.7K<0.1%+63+5.5%AddedHistory
IBNIcici Bank LtdADR12,955$299.5K<0.1%−129−1.0%ReducedHistory
Victory Portfolios II92647N766VCSHS US 500 VOL4,391$299.0K<0.1%+517+13.3%Added–
CARRCarrier Global CorpStock5,407$298.5K<0.1%+573+11.9%AddedHistory
CICigna GroupStock1,043$298.2K<0.1%−75−6.7%ReducedHistory
EXPOExponent IncCOM3,482$298.0K<0.1%+212+6.5%AddedHistory
AONAon plcCL A909$294.7K<0.1%−8−0.9%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock2,677$294.5K<0.1%+14+0.5%AddedHistory
PINSPinterest, Inc.CL A10,842$293.1K<0.1%−433−3.8%ReducedHistory
iShares Tr464288851US OIL GS EX ETF3,004$293.0K<0.1%−400−11.8%Reduced–
HONHoneywell International IncCOM1,582$292.2K<0.1%−17−1.1%ReducedHistory
WITWipro LtdSPON ADR 1 SH60,027$290.5K<0.1%+27,210+82.9%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock3,326$287.9K<0.1%−975−22.7%ReducedHistory
KLACKLA CorpCOM NEW626$287.3K<0.1%+74+13.4%AddedHistory
NEENextera Energy IncStock4,979$285.2K<0.1%−877−15.0%ReducedHistory
NOWServiceNow, Inc.Stock510$285.1K<0.1%−16−3.0%ReducedHistory
iShares Russell Mid-Cap Value ETF464287473ETF2,712$283.0K<0.1%+5+0.2%Added–
CMECME Group Inc.COM1,413$282.9K<0.1%−111−7.3%ReducedHistory
MDLZMondelez International, Inc.Stock4,035$280.0K<0.1%−326−7.5%ReducedHistory
EFXEquifax IncCOM1,521$278.5K<0.1%−73−4.6%ReducedHistory
FANGDiamondback Energy, Inc.Stock1,796$278.3K<0.1%+189+11.8%AddedHistory
TDYTeledyne Technologies IncCOM679$277.4K<0.1%−12−1.7%ReducedHistory
Vanguard Information Technology ETF92204A702ETF668$277.2K<0.1%+214+47.1%Added–
KEYSKeysight Technologies, Inc.Stock2,091$276.7K<0.1%−536−20.4%ReducedHistory
EEni SpASPONSORED ADR8,662$276.5K<0.1%+35+0.4%AddedHistory
ALLEAllegion plcORD SHS2,640$275.0K<0.1%+94+3.7%AddedHistory
PLDPrologis, Inc.REIT2,450$275.0K<0.1%+111+4.7%AddedHistory
DUKDuke Energy CORPStock3,115$274.9K<0.1%+179+6.1%AddedHistory
RFRegions Financial CorpCOM15,774$271.3K<0.1%−965−5.8%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF5,695$271.0K<0.1%−3,054−34.9%Reduced–
iShares Tr46428743220 YR TR BD ETF3,055$271.0K<0.1%+2,391+360.1%Added–
THOThor Industries IncCOM2,839$270.1K<0.1%−103−3.5%ReducedHistory
ZTSZoetis Inc.Stock1,548$269.2K<0.1%−95−5.8%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF4,827$267.9K<0.1%+3,127+183.9%Added–
BMYBristol Myers Squibb CoStock4,615$267.8K<0.1%+881+23.6%AddedHistory
BLKBlackRock, Inc.COM414$267.6K<0.1%−29−6.5%ReducedHistory
DKNGDraftKings Inc.Stock9,026$265.7K<0.1%−850−8.6%ReducedHistory
WMBWilliams Companies, Inc.COM7,876$265.3K<0.1%+218+2.8%AddedHistory
MACMacerich CoCOM24,196$264.0K<0.1%−885−3.5%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A3,296$261.2K<0.1%−36−1.1%ReducedHistory
KMBKimberly Clark CorpStock2,161$261.2K<0.1%+107+5.2%AddedHistory
AGNTAGNT, Inc.COM16,063$260.9K<0.1%+222+1.4%AddedHistory
INTCIntel CorpStock7,316$260.1K<0.1%+493+7.2%AddedHistory
LULUlululemon athletica inc.Stock670$258.4K<0.1%−52−7.2%ReducedHistory
EPDEnterprise Products Partners L.P.Stock9,432$258.2K<0.1%−401−4.1%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,968$257.7K<0.1%−50−1.0%Reduced–
GEGeneral Electric CoStock2,324$256.9K<0.1%−104−4.3%ReducedHistory
NSPInsperity, Inc.COM2,630$256.7K<0.1%+22+0.8%AddedHistory
SHELShell plcADR3,987$256.7K<0.1%+1,428+55.8%AddedHistory
CHEChemed CorpCOM481$249.9K<0.1%−20−4.0%ReducedHistory
NXPINXP Semiconductors N.V.COM1,240$247.8K<0.1%+59+5.0%AddedHistory
FERGFerguson Enterprises Inc.SHS1,502$247.0K<0.1%+130+9.5%AddedHistory
TGTTarget CorpStock2,225$246.0K<0.1%+1,308+142.6%AddedHistory
SKYChampion Homes, Inc.Stock3,835$244.4K<0.1%+15+0.4%AddedHistory
CHHChoice Hotels International IncCOM1,964$240.7K<0.1%−53−2.6%ReducedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,535$239.6K<0.1%00.0%Unchanged–
MSCIMSCI Inc.Stock466$239.1K<0.1%+53+12.8%AddedHistory
MUMicron Technology IncStock3,465$235.7K<0.1%+127+3.8%AddedHistory
CSXCSX CorpStock7,568$232.7K<0.1%+101+1.4%AddedHistory
ISRGIntuitive Surgical IncCOM NEW792$231.5K<0.1%+91+13.0%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR28,729$231.3K<0.1%+617+2.2%AddedHistory
GILDGilead Sciences, Inc.Stock3,084$231.1K<0.1%+85+2.8%AddedHistory
Schwab US Tips ETF808524870ETF4,544$229.4K<0.1%−80−1.7%Reduced–
BABAAlibaba Group Holding LtdADR2,641$229.1K<0.1%+7+0.3%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF6,032$228.9K<0.1%+1,230+25.6%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF4,533$227.8K<0.1%−2,362−34.3%Reduced–
ENBEnbridge IncStock6,793$227.0K<0.1%−157−2.3%ReducedHistory
FCXFreeport-McMoran IncStock6,081$226.8K<0.1%+161+2.7%AddedHistory
ROLRollins IncCOM6,067$226.5K<0.1%−195−3.1%ReducedHistory
IQVIQVIA Holdings Inc.Stock1,145$225.3K<0.1%+62+5.7%AddedHistory
SNPSSynopsys IncCOM487$223.5K<0.1%+51+11.7%AddedHistory
FISFidelity National Information Services, Inc.Stock4,026$222.5K<0.1%+905+29.0%AddedHistory
CAGConagra Brands Inc.Stock8,114$222.5K<0.1%−1,561−16.1%ReducedHistory
ETNEaton Corp plcStock1,040$221.9K<0.1%−24−2.3%ReducedHistory
INTUIntuit Inc.Stock433$221.4K<0.1%+31+7.7%AddedHistory
AMPAmeriprise Financial IncCOM671$221.2K<0.1%−51−7.1%ReducedHistory
CDWCDW CorpCOM1,090$219.9K<0.1%+139+14.6%AddedHistory
LWLamb Weston Holdings, Inc.Stock2,371$219.2K<0.1%+6+0.3%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT15,489$217.9K<0.1%−335−2.1%ReducedHistory
HUBSHubSpot IncCOM441$217.2K<0.1%−6−1.3%ReducedHistory
SMCISuper Micro Computer, Inc.COM786$215.5K<0.1%−6−0.8%ReducedHistory
SNYSanofiSPONSORED ADR4,010$215.1K<0.1%+15+0.4%AddedHistory
SYKStryker CorpStock782$213.8K<0.1%+39+5.2%AddedHistory
Dimensional ETF Trust25434V765INTL HIGH PROFIT9,204$213.4K<0.1%+9,021+4,929.5%Added–
HUMHumana IncStock433$210.9K<0.1%−131−23.2%ReducedHistory
LRCXLam Research CorpCOM331$207.6K<0.1%+42+14.5%AddedHistory
CHTRCharter Communications, Inc.CL A472$207.6K<0.1%−1−0.2%ReducedHistory
SHWSherwin Williams CoCOM804$205.2K<0.1%+4+0.5%AddedHistory
SRESempraStock2,994$203.6K<0.1%+94+3.2%AddedConverted for a 2-for-1 splitHistory
AJGArthur J. Gallagher & Co.COM890$202.8K<0.1%+35+4.1%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR4,924$202.4K<0.1%+517+11.7%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN14,402$202.1K<0.1%−1,550−9.7%ReducedHistory
STTState Street CorpCOM3,014$201.8K<0.1%−41−1.3%ReducedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF2,781$201.3K<0.1%−1,059−27.6%Reduced–
FSKFS KKR Capital CorpCOM10,137$199.6K<0.1%00.0%UnchangedHistory
STLAStellantis N.V.SHS10,433$199.6K<0.1%+270+2.7%AddedHistory
ULTAUlta Beauty, Inc.Stock494$197.3K<0.1%−94−16.0%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