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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 9, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
2,637
+142 vs. Q3 2023
Portfolio value
$1.09B
+$148.9M (+15.8%) vs. Q3 2023
Filed
Feb 9, 2024
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%Unchanged–
Qiwi PLC74735M108SPON ADR REP B13$00.0%00.0%Unchanged–
Advanced Marketing Services25456U109Stock1$00.0%+1New–
First Rep BK San Francisco C33616C100COM15$1<0.1%00.0%Unchanged–
IDEXIdeanomics, Inc.COM NEW1$2<0.1%00.0%UnchangedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN0$3<0.1%−49−100.0%ReducedHistory
TCRTAlaunos Therapeutics, Inc.COM40$3<0.1%00.0%UnchangedHistory
AQBAquabounty Technologies IncCOM1$3<0.1%+1+566.7%AddedConverted for a 1-for-20 splitHistory
CONNConns IncCOM1$4<0.1%−266−99.6%ReducedHistory
Diana Shipping Inc.Y2066G138*W EXP 12/14/20224$7<0.1%+24New–
NXDTNexpoint Diversified Real Estate TrustCOM NEW1$8<0.1%−106−99.1%ReducedHistory
Uscf ETF Tr90290T882MIDS ENE INC ETF0$11<0.1%−29−100.0%Reduced–
CALYCallaway Golf CoCOM1$14<0.1%−62−98.4%ReducedHistory
CNVSCineverse Corp.COM CL A10$14<0.1%00.0%UnchangedHistory
VXXBarclays Bank PLCIPTH SR B S&P1$16<0.1%00.0%UnchangedHistory
MANUManchester United plcORD CL A1$20<0.1%−10−90.9%ReducedHistory
SHYFShyft Group, Inc.COM2$24<0.1%00.0%UnchangedHistory
LELands' End, Inc.COM3$29<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF1$31<0.1%+1New–
ICHRIchor Holdings, Ltd.SHS1$34<0.1%00.0%UnchangedHistory
EVRIEveri Holdings Inc.COM3$34<0.1%00.0%UnchangedHistory
PENGPenguin Solutions, Inc.SHS2$38<0.1%00.0%UnchangedHistory
MITKMitek Systems IncCOM NEW3$39<0.1%00.0%UnchangedHistory
CLLSCellectis S.A.SPON ADS13$40<0.1%00.0%UnchangedHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A1$43<0.1%00.0%UnchangedHistory
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund4$54<0.1%−15−78.9%Reduced–
ProShares Tr74347X633ULTRA FNCLS NEW1$55<0.1%00.0%Unchanged–
MFAMfa Financial, Inc.COM5$56<0.1%−221−97.8%ReducedHistory
QCRHQCR Holdings IncCOM1$58<0.1%00.0%UnchangedHistory
iShares Global Clean Energy ETF464288224ETF4$62<0.1%00.0%Unchanged–
NVTAInvitae CorpCOM100$63<0.1%−825−89.2%ReducedHistory
HCKTHackett Group, Inc.COM3$68<0.1%00.0%UnchangedHistory
TTGTTechTarget, Inc.COM2$70<0.1%00.0%UnchangedHistory
HTZWWHertz Global Holdings, IncCommon Stock13$71<0.1%00.0%UnchangedHistory
AEVAAeva Technologies, Inc.COM100$76<0.1%00.0%UnchangedHistory
BGCBGC Group, Inc.CL A11$79<0.1%00.0%UnchangedHistory
DMCDel Monte CorpORD3$79<0.1%00.0%UnchangedHistory
NXHNeighborhood Intelligence, Inc.COM3$83<0.1%00.0%UnchangedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT23$86<0.1%00.0%UnchangedHistory
OESXOrion Energy Systems, Inc.COM100$87<0.1%00.0%UnchangedHistory
ATERAterian, Inc.Equity275$96<0.1%+275NewHistory
LIVNLivaNova PLCSHS2$103<0.1%−48−96.0%ReducedHistory
AMLIFAmerican Lithium Corp.COM100$110<0.1%00.0%UnchangedHistory
Decarbonization Plus Acqu II242794105COM CL A500$110<0.1%00.0%Unchanged–
FLNAFilana Therapeutics, Inc.COM5$113<0.1%00.0%UnchangedHistory
LEN.BLennar CorpCL B1$134<0.1%00.0%UnchangedHistory
Kraneshares Trust500767306CSI CHI INTERNET5$135<0.1%−5−50.0%Reduced–
TRUTransUnionCOM2$137<0.1%−562−99.6%ReducedHistory
MATVMativ Holdings, Inc.COM9$138<0.1%−417−97.9%ReducedHistory
TBHCBrand House Collective, Inc.COM50$151<0.1%00.0%UnchangedHistory
LACLithium Americas Corp.Stock25$160<0.1%+25NewHistory
LBRDALiberty Broadband CorpCOM SER A2$161<0.1%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A25$174<0.1%00.0%UnchangedHistory
SMTCSemtech CorpStock8$175<0.1%−87−91.6%ReducedHistory
CSTECaesarstone Ltd.ORD SHS52$194<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM50$195<0.1%00.0%UnchangedHistory
ELPCEnergy Co of ParanaSPONSORED ADS25$197<0.1%+25NewHistory
VYXNCR Voyix CorpCOM12$203<0.1%−41−77.4%ReducedHistory
NAVINavient CorpCOM11$205<0.1%00.0%UnchangedHistory
EXEExpand Energy CorpCOM3$231<0.1%+3NewHistory
BLUEbluebird bio, Inc.COM175$242<0.1%+175NewHistory
WWRWestwater Resources, Inc.COM NEW500$282<0.1%00.0%UnchangedHistory
HCPHashiCorp, Inc.COM CL A12$284<0.1%00.0%UnchangedHistory
NVAXNovavax IncCOM NEW60$288<0.1%−40−40.0%ReducedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW11$293<0.1%−46−80.7%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT9$301<0.1%00.0%Unchanged–
HYLNHyliion Holdings Corp.COMMON STOCK400$325<0.1%00.0%UnchangedHistory
OSKOshkosh CorpCOM3$325<0.1%+3NewHistory
CDZICadiz IncCOM NEW125$350<0.1%00.0%UnchangedHistory
CFLTConfluent, Inc.CLASS A COM15$351<0.1%00.0%UnchangedHistory
OPRTOportun Financial CorpCOM90$352<0.1%00.0%UnchangedHistory
iShares Tr46434V696CORE MSCI PAC6$357<0.1%00.0%Unchanged–
ZIMVZimVie Inc.Stock21$373<0.1%00.0%UnchangedHistory
HYFMHydrofarm Holdings Group, Inc.COM407$373<0.1%−427−51.2%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$377<0.1%00.0%Unchanged–
PSMTPricesmart IncCOM5$379<0.1%−111−95.7%ReducedHistory
Curevac N VN2451R105COM90$379<0.1%+34+60.7%Added–
RELYRemitly Global, Inc.COM20$388<0.1%00.0%UnchangedHistory
Xtrackers International Real Estate ETF233051846ETF18$394<0.1%−69−79.3%Reduced–
EVAEnviva, LLCCOM400$398<0.1%+400NewHistory
SOUNSoundhound AI, Inc.CLASS A COM191$405<0.1%00.0%UnchangedHistory
LULufax Holding LtdADS REP SHS CL A132$405<0.1%+132NewHistory
STSensata Technologies Holding plcSHS11$413<0.1%−13−54.2%ReducedHistory
THRMGentherm IncCOM8$419<0.1%+8NewHistory
LLAPTerran Orbital CorpCOM368$420<0.1%00.0%UnchangedHistory
UUUUEnergy Fuels IncCOM NEW59$424<0.1%+59NewHistory
SQSPSquarespace, Inc.CLASS A13$429<0.1%+13NewHistory
BALYBally's CorpCOM31$432<0.1%00.0%UnchangedHistory
GEVOGevo, Inc.COM PAR373$433<0.1%00.0%UnchangedHistory
AHTAshford Hospitality Trust IncCOM225$437<0.1%+225NewHistory
FSRFisker Inc.CL A COM STK250$438<0.1%−447−64.1%ReducedHistory
DDLDingdong (Cayman) LtdADS294$441<0.1%00.0%UnchangedHistory
OGIOrganigram Global Inc.Stock337$441<0.1%00.0%UnchangedHistory
DINDine Brands Global, Inc.COM9$447<0.1%−59−86.8%ReducedHistory
RUMRUM Group Inc.Stock100$449<0.1%00.0%UnchangedHistory
WKHSWorkhorse Group Inc.COM NEW1,248$450<0.1%+1,238+12,380.0%AddedHistory
VTGNVistagen Therapeutics, Inc.COM88$452<0.1%00.0%UnchangedHistory
VTLEVital Energy, Inc.COM10$455<0.1%00.0%UnchangedHistory
GDSGDS Holdings LtdSPONSORED ADS50$456<0.1%−384−88.5%ReducedHistory
LAZRQLuminar Technologies, Inc.COM CL A136$458<0.1%+136NewHistory

Sold out since Q3 2023 (158)

Positions held at the end of Q3 2023 that are gone from this filing.

The largest 100 of 158 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
VMWVmware LLCCL A COM2,815$468.6K<0.1%History
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN9,620$404.9K<0.1%–
TWNKHostess Brands, Inc.CL A4,147$138.1K<0.1%History
HZNPHorizon Therapeutics Public Ltd CoSHS1,021$118.1K<0.1%History
Legg Mason ETF Invt Tr524682101CLRBRG GWT ETF2,750$112.0K<0.1%–
ATVIActivision Blizzard, Inc.COM1,148$107.5K<0.1%History
TRTNTriton International LtdCL A1,233$98.1K<0.1%History
FHIFederated Hermes, Inc.CL B2,164$73.3K<0.1%History
Nuveen PFD & Incm Securties67072C105COM8,186$50.5K<0.1%–
Victory Portfolios II92647N881VCSHS INTL HG DV1,587$47.4K<0.1%–
COOKTraeger, Inc.COMMON STOCK16,500$45.0K<0.1%History
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH448$42.2K<0.1%–
Starboard Invt Tr85521B783ADAPTIVE HDGD MU5,169$37.1K<0.1%–
SPDR Series Trust78468R549SP O&G EQP SERV312$29.9K<0.1%–
Victory Portfolios II92647N873VCSHS US SMCP HG589$28.8K<0.1%–
iShares Tr46435G516ESG AW MSCI EAFE372$25.7K<0.1%–
iShares Inc46434G848MSCI GBL ETF NEW581$23.1K<0.1%–
Abcam PLC000380204ADS896$20.3K<0.1%–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE1,421$18.9K<0.1%–
KMFKayne Anderson NextGen Energy & Infrastructure, Inc.COM2,609$18.6K<0.1%History
LPROOpen Lending CorpCOM2,310$16.9K<0.1%History
iShares Tr46435U663ESG AWARE MSCI502$16.9K<0.1%–
CIRCircor International IncCOM303$16.9K<0.1%History
iShares Tr464287754US INDUSTRIALS150$15.1K<0.1%–
VRTVVeritiv CorpCOM86$14.5K<0.1%History
Fidelity High Dividend ETF316092840ETF317$12.2K<0.1%–
PEBPebblebrook Hotel TrustCOM879$11.9K<0.1%History
Northern LTS FD Tr IV66538H278MAIN THEMATC IN806$10.9K<0.1%–
PFSProvident Financial Services IncCOM716$10.9K<0.1%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF653$10.4K<0.1%–
PIMCO ETF Tr72201R817INV GRD CRP BD102$9.29K<0.1%–
SGENSeagen Inc.COM40$8.49K<0.1%History
HTLDHeartland Express IncCOM479$7.04K<0.1%History
REIRing Energy, Inc.COM3,491$6.81K<0.1%History
NATINational Instruments CorpCOM112$6.68K<0.1%History
PACWPacwest BancorpCOM791$6.26K<0.1%History
iShares Tr464288844US OIL EQ&SV ETF250$6.01K<0.1%–
ASIXAdvanSix Inc.COM193$6.00K<0.1%History
ALEXAlexander & Baldwin, Inc.COM340$5.69K<0.1%History
PDCOPatterson Companies, Inc.COM172$5.10K<0.1%History
AMSFAmerisafe IncCOM101$5.06K<0.1%History
CDPCopt Defense PropertiesREIT207$4.93K<0.1%History
MCSMarcus CorpCOM314$4.87K<0.1%History
KALUKaiser Aluminum CorpCOM PAR $0.0162$4.67K<0.1%History
EFTEaton Vance Floating-Rate Income TrustCOM375$4.62K<0.1%History
Tricon Residential Inc Com NPV89612W102COM608$4.50K<0.1%–
FFFutureFuel Corp.COM610$4.37K<0.1%History
TRUETrueCar, Inc.COM2,083$4.31K<0.1%History
LGIHLGI Homes, Inc.COM42$4.18K<0.1%History
ACCOAcco Brands CorpCOM709$4.07K<0.1%History
UHTUniversal Health Realty Income TrustSH BEN INT99$4.00K<0.1%History
RNGRingCentral, Inc.CL A133$3.94K<0.1%History
ADEAAdeia Inc.COM359$3.83K<0.1%History
AKUAkumin Inc.COM25,800$3.76K<0.1%History
GDRXGoodRx Holdings, Inc.COM CL A600$3.38K<0.1%History
ARGOArgo Group International Holdings, Inc.COM112$3.34K<0.1%History
FCFFirst Commonwealth Financial CorpCOM257$3.14K<0.1%History
SNPOSnap One Holdings Corp.COM339$3.13K<0.1%History
CSRCenterspaceCOM51$3.07K<0.1%History
DENNDENNY'S CorpCOM358$3.03K<0.1%History
ONEWOneWater Marine Inc.CL A COM114$2.92K<0.1%History
RBBRBB BancorpCOM220$2.81K<0.1%History
DAVAEndava plcADS48$2.75K<0.1%History
STBAS&T Bancorp IncCOM99$2.68K<0.1%History
NXGNNextgen Healthcare, Inc.COM112$2.66K<0.1%History
BHCBausch Health Companies Inc.Stock314$2.58K<0.1%History
DENDenbury IncCOM26$2.55K<0.1%History
SAGESage Therapeutics, Inc.COM119$2.45K<0.1%History
BEAMBeam Therapeutics Inc.COM92$2.21K<0.1%History
SHENShenandoah Telecommunications CoCOM104$2.14K<0.1%History
GMEGameStop Corp.Stock128$2.11K<0.1%History
AVTAAvantax, Inc.COM82$2.10K<0.1%History
Flexshares Tr33939L753CR SCORED LONG50$2.00K<0.1%–
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$1.86K<0.1%–
NGNovagold Resources IncCOM NEW483$1.85K<0.1%History
PETSPetmed Express IncCOM181$1.85K<0.1%History
FORMFormfactor IncCOM53$1.85K<0.1%History
WOLFWolfspeed, Inc.Stock47$1.79K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A350$1.74K<0.1%History
ZIPZiprecruiter, Inc.CL A145$1.74K<0.1%History
SPDR Series Trust78464A656ST STR TIPS ETF69$1.71K<0.1%–
ETF Managers Tr26924G102PRIME JUNIR SLVR200$1.70K<0.1%–
iShares Inc464286657MSCI BIC ETF50$1.68K<0.1%–
LLYVALiberty Live Holdings, Inc.COM LBTY LIV S A51$1.63K<0.1%History
IIPRInnovative Industrial Properties IncCOM21$1.59K<0.1%History
SAMBoston Beer Co IncCL A4$1.56K<0.1%History
CMRXChimerix IncCOM1,551$1.49K<0.1%History
ALECAlector, Inc.COM225$1.46K<0.1%History
MRCYMercury Systems IncCOM38$1.41K<0.1%History
CEQPCrestwood Equity Partners LPUNIT LTD PARTNER46$1.35K<0.1%History
TENBTenable Holdings, Inc.COM30$1.34K<0.1%History
UPLDUpland Software, Inc.COM259$1.20K<0.1%History
NEXANexa Resources S.A.COM196$1.19K<0.1%History
LITELumentum Holdings Inc.COM24$1.08K<0.1%History
PRKSUnited Parks & Resorts Inc.COM23$1.06K<0.1%History
KRONKronos Bio, Inc.COM813$1.06K<0.1%History
GKOSGLAUKOS CorpCOM14$1.05K<0.1%History
VERVVerve Therapeutics, Inc.COM79$1.05K<0.1%History
SIBNSI-BONE, Inc.COM49$1.04K<0.1%History
HNSTHonest Company, Inc.COM826$1.04K<0.1%History