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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
VTRVentas, Inc.REIT508$25.3K<0.1%+53+11.6%AddedHistory
CHWCalamos Global Dynamic Income FundCOM4,389$25.3K<0.1%+50+1.2%AddedHistory
VOYAVoya Financial, Inc.COM349$25.5K<0.1%00.0%UnchangedHistory
AGOAssured Guaranty LtdCOM341$25.5K<0.1%+8+2.4%AddedHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX120$25.5K<0.1%+120New–
HRBH&R Block IncCOM528$25.5K<0.1%−27−4.9%ReducedHistory
HUBBHubbell IncCOM78$25.7K<0.1%+74+1,850.0%AddedHistory
SWAVShockwave Medical, Inc.COM135$25.7K<0.1%−20−12.9%ReducedHistory
SKXSkechers USA IncCL A415$25.9K<0.1%00.0%UnchangedHistory
PSAPublic StorageCOM85$25.9K<0.1%+44+107.3%AddedHistory
ESEEsco Technologies IncCOM222$26.0K<0.1%−64−22.4%ReducedHistory
ALEAllete IncCOM NEW425$26.0K<0.1%−685−61.7%ReducedHistory
SPXCSPX Technologies, Inc.COM263$26.6K<0.1%−108−29.1%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR11,117$26.6K<0.1%+8,027+259.8%AddedHistory
OGEOGE Energy Corp.COM762$26.6K<0.1%+488+178.1%AddedHistory
HESHess CorpStock185$26.7K<0.1%+46+33.1%AddedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS293$26.7K<0.1%−46−13.6%ReducedHistory
APAAPA CorpStock745$26.7K<0.1%−1,003−57.4%ReducedHistory
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,334$26.9K<0.1%−838−38.6%Reduced–
MFGMizuho Financial Group IncSPONSORED ADR7,826$26.9K<0.1%+50+0.6%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF1,086$26.9K<0.1%+9+0.8%Added–
EXASExact Sciences CorpCOM368$27.2K<0.1%+149+68.0%AddedHistory
SANMSanmina CorpCOM531$27.3K<0.1%−71−11.8%ReducedHistory
VTRSViatris IncStock2,519$27.3K<0.1%−1,021−28.8%ReducedHistory
ARCBArcbest CorpCOM227$27.3K<0.1%+75+49.3%AddedHistory
SWKSSkyworks Solutions, Inc.Stock243$27.3K<0.1%+27+12.5%AddedHistory
HOPEHope Bancorp IncCOM2,266$27.4K<0.1%+111+5.2%AddedHistory
JBLUJetBlue Airways CorpCOM4,939$27.4K<0.1%+1,247+33.8%AddedHistory
TMHCTaylor Morrison Home CorpCOM514$27.4K<0.1%+26+5.3%AddedHistory
IPGPIpg Photonics CorpCOM253$27.5K<0.1%−329−56.5%ReducedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP396$27.5K<0.1%00.0%Unchanged–
CBTCabot CorpCOM333$27.8K<0.1%+196+143.1%AddedHistory
KRTXKaruna Therapeutics, Inc.COM88$27.9K<0.1%+31+54.4%AddedHistory
JCIJohnson Controls International plcStock485$28.0K<0.1%+70+16.9%AddedHistory
MPTMedical Properties Trust IncCOM5,708$28.0K<0.1%−703−11.0%ReducedHistory
SKMSK Telecom Co LtdSPONSORED ADR1,310$28.0K<0.1%+1,231+1,558.2%AddedHistory
Clearway Energy, Inc.18539C105CL A1,099$28.1K<0.1%−136−11.0%Reduced–
CADECadence BancorporationEQUITY US CM951$28.1K<0.1%−903−48.7%ReducedHistory
HIGHartford Insurance Group, Inc.Stock352$28.3K<0.1%+109+44.9%AddedHistory
TNLTravel & Leisure Co.COM731$28.6K<0.1%+8+1.1%AddedHistory
VLYValley National BancorpCOM2,661$28.9K<0.1%−1,306−32.9%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF610$28.9K<0.1%+336+122.6%Added–
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$29.1K<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR313$29.2K<0.1%+62+24.7%AddedHistory
ENSGEnsign Group, IncCOM261$29.3K<0.1%−7−2.6%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$29.3K<0.1%+1,063New–
AIRCApartment Income REIT Corp.COM849$29.5K<0.1%−33−3.7%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM233$29.5K<0.1%+171+275.8%AddedHistory
TPHTri Pointe Homes, Inc.COM836$29.6K<0.1%−48−5.4%ReducedHistory
CPNGCoupang, Inc.CL A1,833$29.7K<0.1%+271+17.3%AddedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW290$29.9K<0.1%−214−42.5%ReducedHistory
BTUPeabody Energy CorpCOM1,240$30.2K<0.1%00.0%UnchangedHistory
FOXAFox CorpCL A COM1,018$30.2K<0.1%−670−39.7%ReducedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP322$30.5K<0.1%+56+21.1%AddedHistory
HTZHertz Global Holdings, IncCOM NEW2,939$30.5K<0.1%+2,937+146,850.0%AddedHistory
iShares Tr464288505MRGSTR SM CP ETF574$30.8K<0.1%00.0%Unchanged–
Vanguard World FD921910709EXTENDED DUR381$30.9K<0.1%+381New–
iShares Inc46434G863ESG AWR MSCI EM968$31.0K<0.1%+143+17.3%Added–
CRBGCorebridge Financial, Inc.COM1,434$31.1K<0.1%−1−0.1%ReducedHistory
CCEPCoca-Cola Europacific Partners plcSHS466$31.1K<0.1%−68−12.7%ReducedHistory
ARGXArgenx SESPONSORED ADR82$31.2K<0.1%+20+32.3%AddedHistory
AITApplied Industrial Technologies IncCOM181$31.3K<0.1%−13−6.7%ReducedHistory
WDSWoodside Energy Group LtdADR1,484$31.3K<0.1%−2,460−62.4%ReducedHistory
TSLXSixth Street Specialty Lending, Inc.COM1,449$31.3K<0.1%−394−21.4%ReducedHistory
KIMKimco Realty CorpCOM1,470$31.3K<0.1%+331+29.1%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS3,648$31.4K<0.1%+2,082+133.0%AddedHistory
COKECoca-Cola Consolidated, Inc.COM34$31.6K<0.1%+10+41.7%AddedHistory
CVNACarvana Co.CL A597$31.6K<0.1%−139−18.9%ReducedHistory
MTGMgic Investment CorpCOM1,640$31.6K<0.1%+65+4.1%AddedHistory
EXRExtra Space Storage Inc.COM198$31.7K<0.1%−33−14.3%ReducedHistory
GGenpact LTDSHS914$31.7K<0.1%+471+106.3%AddedHistory
PHMPultegroup IncCOM308$31.8K<0.1%+16+5.5%AddedHistory
MTArcelorMittalNY REGISTRY SH1,128$32.0K<0.1%+517+84.6%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK205$32.1K<0.1%+177+632.1%AddedHistory
SLMSLM CorpCOM1,681$32.1K<0.1%+117+7.5%AddedHistory
GLWCorning IncCOM1,060$32.3K<0.1%+823+347.3%AddedHistory
Barrick Gold Corp067901108COM1,794$32.5K<0.1%+1,143+175.6%Added–
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$32.5K<0.1%00.0%UnchangedHistory
LPLLG Display Co., Ltd.SPONS ADR REP6,756$32.6K<0.1%+5,098+307.5%AddedHistory
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,000$32.9K<0.1%+1,000New–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,479$32.9K<0.1%+16+1.1%AddedHistory
ACAArcosa, Inc.COM401$33.1K<0.1%−13−3.1%ReducedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP1,183$33.3K<0.1%+1,183New–
SWKStanley Black & Decker, Inc.COM340$33.3K<0.1%−178−34.4%ReducedHistory
HSBCHSBC Holdings PLCSPON ADR NEW823$33.4K<0.1%+126+18.1%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW1,227$33.5K<0.1%+526+75.0%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD2,523$33.6K<0.1%+2,523New–
WisdomTree Tr97717Y527FLOATNG RAT TREA668$33.6K<0.1%+668New–
VFCV F CorpStock1,786$33.6K<0.1%+268+17.7%AddedHistory
SLGSL Green Realty CorpCOM744$33.6K<0.1%−14−1.8%ReducedHistory
NMRNomura Holdings IncSPONSORED ADR7,482$33.7K<0.1%+2,018+36.9%AddedHistory
LNTAlliant Energy CorpStock662$34.0K<0.1%+474+252.1%AddedHistory
DRIDarden Restaurants IncCOM207$34.1K<0.1%−6−2.8%ReducedHistory
BXPBXP, Inc.COM486$34.1K<0.1%−14−2.8%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF614$34.2K<0.1%+56+10.0%Added–
CBRECbre Group, Inc.CL A368$34.3K<0.1%−28−7.1%ReducedHistory
UFPIUfp Industries IncCOM273$34.3K<0.1%+46+20.3%AddedHistory
ZDZiff Davis, Inc.COM513$34.5K<0.1%+402+362.2%AddedHistory
EQNREquinor ASASPONSORED ADR1,090$34.5K<0.1%+629+136.4%AddedHistory
MASIMasimo CorpCOM295$34.6K<0.1%+264+851.6%AddedHistory

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