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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
BCEBce IncCOM NEW3,474$136.8K<0.1%−1,615−31.7%ReducedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,231$137.0K<0.1%−40.0%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS2,050$137.6K<0.1%+2,007+4,667.4%AddedHistory
KHCKraft Heinz CoStock3,726$137.8K<0.1%−85−2.2%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock827$138.1K<0.1%+20+2.5%AddedHistory
SSBSouthState Bank CorpCOM1,636$138.2K<0.1%00.0%UnchangedHistory
AMEAmetek IncCOM838$138.2K<0.1%−27−3.1%ReducedHistory
GGGGraco IncCOM1,593$138.2K<0.1%+15+1.0%AddedHistory
SAPSAP SEADR897$138.7K<0.1%+152+20.4%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF3,013$138.7K<0.1%+3,013New–
DDominion Energy, IncStock2,970$139.6K<0.1%+975+48.9%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF1,227$139.9K<0.1%00.0%Unchanged–
VIVTelefonica Brasil S.A.SPONSORED ADS12,835$140.4K<0.1%−169−1.3%ReducedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF2,690$140.8K<0.1%+248+10.2%Added–
ADSKAutodesk, Inc.COM579$141.0K<0.1%+189+48.5%AddedHistory
CLColgate Palmolive CoStock1,773$141.4K<0.1%−6,084−77.4%ReducedHistory
AFRMAffirm Holdings, Inc.COM CL A2,887$141.9K<0.1%−600−17.2%ReducedHistory
COOPMaverick Merger Sub 2, LLCCOM2,184$142.2K<0.1%00.0%UnchangedHistory
iShares Tr464288281JPMORGAN USD EMG1,604$142.8K<0.1%+607+60.9%Added–
RIORio Tinto PLCADR1,922$143.1K<0.1%+150+8.5%AddedHistory
TELTE Connectivity plcREG SHS1,020$143.3K<0.1%+141+16.0%AddedHistory
SONYSony Group CorpSPONSORED ADR1,516$143.6K<0.1%+408+36.8%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,907$143.7K<0.1%−511−9.4%ReducedHistory
TTDTrade Desk, Inc.Stock2,014$144.9K<0.1%+124+6.6%AddedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI6,100$147.5K<0.1%+6,100New–
DOWDow Inc.Stock2,695$147.8K<0.1%+221+8.9%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,680$147.8K<0.1%+1,720+87.8%AddedHistory
MFCManulife Financial CorpCOM6,723$148.6K<0.1%+5,637+519.1%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,922$150.0K<0.1%−859−30.9%Reduced–
SPOTSpotify Technology S.A.Stock801$150.5K<0.1%+28+3.6%AddedHistory
NUENucor CorpCOM865$150.5K<0.1%+54+6.7%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A4,310$152.1K<0.1%+3,926+1,022.4%AddedHistory
FMXMexican Economic Development IncSPON ADR UNITS1,174$153.0K<0.1%+72+6.5%AddedHistory
SLBSLB LimitedStock2,942$153.1K<0.1%+146+5.2%AddedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,625$154.6K<0.1%−3−0.2%ReducedHistory
SPDR Series Trust78464A672ST INTER ETF5,412$154.6K<0.1%+4,987+1,173.4%Added–
PHGKoninklijke Philips NVNY REGIS SHS NEW6,637$154.8K<0.1%−416−5.9%ReducedHistory
iShares Tr46434V282U S EQUITY FACTR3,213$155.1K<0.1%+3,213New–
ABNBAirbnb, Inc.Stock1,148$156.3K<0.1%+354+44.6%AddedHistory
AMTAmerican Tower CorpREIT731$157.8K<0.1%+85+13.2%AddedHistory
ZSZscaler, Inc.Stock714$158.2K<0.1%00.0%UnchangedHistory
EMEEMCOR Group, Inc.Stock736$158.6K<0.1%+6+0.8%AddedHistory
CFGCitizens Financial Group IncCOM4,792$158.8K<0.1%+847+21.5%AddedHistory
CNQCanadian Natural Resources LtdCOM2,430$159.2K<0.1%+256+11.8%AddedHistory
HCAHCA Healthcare, Inc.COM593$160.5K<0.1%+2+0.3%AddedHistory
EVREvercore Inc.CLASS A939$160.6K<0.1%+88+10.3%AddedHistory
LADLithia Motors IncCOM489$161.1K<0.1%+109+28.7%AddedHistory
COINCoinbase Global, Inc.COM CL A928$161.3K<0.1%+123+15.3%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF4,021$161.7K<0.1%−2,011−33.3%Reduced–
DLRDigital Realty Trust, Inc.COM1,203$162.0K<0.1%+652+118.3%AddedHistory
USBUS Bancorp DECOM NEW3,757$162.6K<0.1%+285+8.2%AddedHistory
VMCVulcan Materials COCOM718$163.0K<0.1%+11+1.6%AddedHistory
ANETArista Networks, Inc.COM694$163.4K<0.1%+39+6.0%AddedHistory
RSReliance, Inc.COM586$163.9K<0.1%+117+24.9%AddedHistory
SPGIS&P Global Inc.Stock372$164.1K<0.1%+32+9.4%AddedHistory
IMOImperial Oil LtdCOM NEW2,890$165.3K<0.1%+167+6.1%AddedHistory
APHAmphenol CorpCL A1,679$166.5K<0.1%+60+3.7%AddedHistory
DOCUDocuSign, Inc.Stock2,809$167.0K<0.1%−238−7.8%ReducedHistory
LOGILogitech International S.A.SHS1,764$167.7K<0.1%+43+2.5%AddedHistory
TDGTransDigm Group INCCOM166$167.7K<0.1%−9−5.1%ReducedHistory
BKRBaker Hughes CoCL A4,912$167.9K<0.1%−79−1.6%ReducedHistory
GWWW.W. Grainger, Inc.Stock203$168.2K<0.1%+11+5.7%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF3,003$169.4K<0.1%+15+0.5%Added–
LHXL3HARRIS Technologies, Inc.Stock804$169.5K<0.1%+116+16.9%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,552$171.3K<0.1%00.0%Unchanged–
IDXXIDEXX Laboratories IncCOM310$172.1K<0.1%+51+19.7%AddedHistory
STTState Street CorpCOM2,230$172.8K<0.1%−784−26.0%ReducedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 35,603$173.2K<0.1%+242+4.5%AddedHistory
TSCOTractor Supply CoCOM812$174.6K<0.1%+417+105.6%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY4,671$175.4K<0.1%00.0%Unchanged–
WRKWestRock CoCOM4,276$177.5K<0.1%−309−6.7%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,693$177.7K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock572$177.9K<0.1%−1−0.2%ReducedHistory
TAT&T Inc.Stock10,603$177.9K<0.1%−171−1.6%ReducedHistory
ITWIllinois Tool Works IncStock686$179.8K<0.1%+19+2.8%AddedHistory
CDNSCadence Design Systems IncStock661$180.0K<0.1%+380+135.2%AddedHistory
MOAltria Group, Inc.Stock4,476$180.6K<0.1%−16−0.4%ReducedHistory
EHCEncompass Health CorpCOM2,715$181.2K<0.1%+2+0.1%AddedHistory
UALUnited Airlines Holdings, Inc.COM4,398$181.5K<0.1%+662+17.7%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$182.0K<0.1%00.0%UnchangedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,935$182.7K<0.1%+682+13.0%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM1,939$182.7K<0.1%−13−0.7%ReducedHistory
ARCCAres Capital CorpCEF9,126$182.8K<0.1%−350−3.7%ReducedHistory
YUMYum Brands IncStock1,399$182.8K<0.1%+161+13.0%AddedHistory
FISFidelity National Information Services, Inc.Stock3,051$183.2K<0.1%−975−24.2%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT3,531$183.6K<0.1%+2,914+472.3%Added–
iShares Tr46435G672CORE INTL AGGR3,702$184.3K<0.1%+3,702New–
iShares Tr464287622RUS 1000 ETF703$184.4K<0.1%−46−6.1%Reduced–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,018$185.4K<0.1%+2,018New–
GDGeneral Dynamics CorpStock715$185.6K<0.1%+28+4.1%AddedHistory
NSITInsight Enterprises IncCOM1,051$186.2K<0.1%−12−1.1%ReducedHistory
iShares Tr46434V860TRS FLT RT BD3,698$186.6K<0.1%−2,771−42.8%Reduced–
WMWaste Management IncStock1,046$187.3K<0.1%−15−1.4%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM1,030$187.6K<0.1%−140−12.0%ReducedHistory
TTETotalEnergies SESPONSORED ADS2,787$187.8K<0.1%+262+10.4%AddedHistory
BABAAlibaba Group Holding LtdADR2,436$188.8K<0.1%−205−7.8%ReducedHistory
DECKDeckers Outdoor CorpCOM283$189.2K<0.1%+3+1.1%AddedHistory
BDXBecton Dickinson & CoStock779$190.0K<0.1%−3,669−82.5%ReducedHistory
CHTRCharter Communications, Inc.CL A494$192.0K<0.1%+22+4.7%AddedHistory
CTSHCognizant Technology Solutions CorpCL A2,553$192.8K<0.1%−205−7.4%ReducedHistory

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