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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
UPSTUpstart Holdings, Inc.COM20$817<0.1%+20NewHistory
TFSLTFS Financial CORPCOM56$822<0.1%+31+124.0%AddedHistory
FRSTPrimis Financial Corp.COM65$823<0.1%+65NewHistory
MSAMSA Safety IncCOM5$848<0.1%−3−37.5%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A55$855<0.1%−321−85.4%ReducedHistory
URGNUroGen Pharma Ltd.COM57$855<0.1%+57NewHistory
JRVRJames River Group Holdings, Inc.COM93$859<0.1%−58−38.4%ReducedHistory
iShares Inc464286806MSCI GERMANY ETF29$861<0.1%00.0%Unchanged–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF35$869<0.1%+2+6.1%Added–
RCKYRocky Brands, Inc.COM29$875<0.1%00.0%UnchangedHistory
Copel-ADR20441B605ADR104$882<0.1%+43+70.5%Added–
TBRGTruBridge, Inc.COM79$885<0.1%+15+23.4%AddedHistory
CLFDClearfield, Inc.COM31$901<0.1%+31NewHistory
MCIBarings Corporate InvestorsCOM49$903<0.1%00.0%UnchangedHistory
iShares Inc464286772MSCI STH KOR ETF14$917<0.1%00.0%Unchanged–
VSTOVista Outdoor Inc.COM31$917<0.1%+31NewHistory
RPCRidgepost Capital, Inc.CL A COM90$920<0.1%−10−10.0%ReducedHistory
IRBTiRobot CorpCOM24$929<0.1%+7+41.2%AddedHistory
iShares Tr46429B671MSCI CHINA ETF23$937<0.1%00.0%Unchanged–
BRF SA10552T107SPONSORED ADR337$937<0.1%+337New–
MEDMedifast IncCOM14$941<0.1%+14NewHistory
VTYXVentyx Biosciences, Inc.COM382$944<0.1%+382NewHistory
INBXInhibrx Biosciences, Inc.COM25$950<0.1%+25NewHistory
SEERSeer, Inc.COM CL A492$954<0.1%+492NewHistory
MBIMbia IncCOM157$961<0.1%+157NewHistory
NIUNiu TechnologiesADS439$961<0.1%+439NewHistory
GOGrocery Outlet Holding Corp.COM36$971<0.1%+21+140.0%AddedHistory
KCKingsoft Cloud Holdings LtdADS257$971<0.1%−114−30.7%ReducedHistory
SFNCSimmons First National CorpCL A $1 PAR49$972<0.1%−902−94.8%ReducedHistory
CPECallon Petroleum CoCOM30$972<0.1%00.0%UnchangedHistory
CNNECannae Holdings, Inc.COM50$976<0.1%00.0%UnchangedHistory
CNTYCentury Casinos IncCOM201$981<0.1%+114+131.0%AddedHistory
MMSIMerit Medical Systems IncCOM13$987<0.1%−36−73.5%ReducedHistory
CRVLCorvel CorpCOM4$989<0.1%00.0%UnchangedHistory
FFBCFirst Financial BancorpCOM42$998<0.1%00.0%UnchangedHistory
CERTCertara, Inc.COM57$1.00K<0.1%+57NewHistory
PRMPerimeter Solutions, Inc.COMMON STOCK218$1.00K<0.1%+218NewHistory
EZPWEzcorp IncCL A NON VTG115$1.00K<0.1%00.0%UnchangedHistory
OPKOpko Health, Inc.COM666$1.01K<0.1%+666NewHistory
EBFEnnis, Inc.COM46$1.01K<0.1%00.0%UnchangedHistory
TFPMTriple Flag Precious Metals Corp.Stock76$1.01K<0.1%+38+100.0%AddedHistory
VRRMVerra Mobility CorpCL A COM STK44$1.01K<0.1%00.0%UnchangedHistory
ASANAsana, Inc.CL A54$1.03K<0.1%+54NewHistory
CORTCorcept Therapeutics IncCOM32$1.04K<0.1%00.0%UnchangedHistory
iShares Tr46435G102CONV BD ETF13$1.04K<0.1%00.0%Unchanged–
Jacob FDS Inc469785703FORWARD ETF100$1.04K<0.1%00.0%Unchanged–
BBTBeacon Financial CorpCOM42$1.04K<0.1%00.0%UnchangedHistory
SILKSilk Road Medical IncCOM85$1.04K<0.1%+85NewHistory
AMEDAmedisys IncCOM11$1.05K<0.1%−217−95.2%ReducedHistory
BOXBox IncCL A41$1.05K<0.1%+23+127.8%AddedHistory
POSTPost Holdings, Inc.COM12$1.06K<0.1%+1+9.1%AddedHistory
ELSEquity Lifestyle Properties IncCOM15$1.06K<0.1%−351−95.9%ReducedHistory
TCSContainer Store Group, Inc.COM466$1.06K<0.1%+466NewHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF44$1.06K<0.1%+1+2.3%Added–
PLRXPliant Therapeutics, Inc.COM59$1.07K<0.1%+59NewHistory
BLCOBausch & Lomb CorpCOMMON SHARES63$1.07K<0.1%+4+6.8%AddedHistory
SWXSouthwest Gas Holdings, Inc.COM17$1.08K<0.1%−17−50.0%ReducedHistory
THRXTheseus Pharmaceuticals, Inc.COM267$1.08K<0.1%+267NewHistory
RWTRedwood Trust IncCOM146$1.08K<0.1%−29−16.6%ReducedHistory
WESTWestrock Coffee CoCOM106$1.08K<0.1%+106NewHistory
AFCGAdvanced Flower Capital Inc.COM90$1.08K<0.1%+90NewHistory
ETDEthan Allen Interiors IncCOM34$1.08K<0.1%−9−20.9%ReducedHistory
ROIVRoivant Sciences Ltd.SHS97$1.09K<0.1%−85−46.7%ReducedHistory
FVRRFiverr International Ltd.ORD SHS40$1.09K<0.1%00.0%UnchangedHistory
NBTBNBT Bancorp IncCOM26$1.09K<0.1%−88−77.2%ReducedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.09K<0.1%00.0%Unchanged–
STHOStar HoldingsSHS BEN INT73$1.09K<0.1%+73NewHistory
MBUUMalibu Boats, Inc.COM CL A20$1.10K<0.1%+20NewHistory
XERSXeris Biopharma Holdings, Inc.COM468$1.10K<0.1%+468NewHistory
VTOLBristow Group Inc.COM39$1.10K<0.1%00.0%UnchangedHistory
BGFVBig 5 Sporting Goods CorpCOM175$1.11K<0.1%+175NewHistory
NLNli Holdings, Inc.COM NEW198$1.11K<0.1%+198NewHistory
ASCArdmore Shipping CorpCOM79$1.11K<0.1%00.0%UnchangedHistory
CHEFChefs' Warehouse, Inc.COM38$1.12K<0.1%00.0%UnchangedHistory
CABOCable One, Inc.COM2$1.12K<0.1%+2AddedHistory
PJTPJT Partners Inc.COM CL A11$1.12K<0.1%00.0%UnchangedHistory
SHOOSteven Madden, Ltd.COM27$1.13K<0.1%00.0%UnchangedHistory
KLXEKLX Energy Services Holdings, Inc.COM NEW101$1.14K<0.1%+47+87.0%AddedHistory
ODCOil-Dri Corp of AmericaCOM17$1.14K<0.1%00.0%UnchangedHistory
HAYNHaynes International IncCOM NEW20$1.14K<0.1%00.0%UnchangedHistory
NATLNCR Atleos CorpCOM SHS47$1.14K<0.1%+47NewHistory
DCODucommun IncCOM22$1.15K<0.1%00.0%UnchangedHistory
EVTCEVERTEC, Inc.COM28$1.15K<0.1%00.0%UnchangedHistory
TIGOMillicom International Cellular SACOM STK64$1.15K<0.1%+64NewHistory
MWAMueller Water Products, Inc.COM SER A80$1.15K<0.1%+80NewHistory
CAKECheesecake Factory IncCOM33$1.16K<0.1%−196−85.6%ReducedHistory
GORVLazydays Holdings, Inc.COM164$1.16K<0.1%+164NewHistory
DHILDiamond Hill Investment Group IncCOM NEW7$1.16K<0.1%+7NewHistory
Fidelity Covington Trust316092303CONSMR STAPLES26$1.16K<0.1%−5−16.1%Reduced–
RUSHBRush Enterprises IncCL B22$1.17K<0.1%−2−8.3%ReducedHistory
INOInovio Pharmaceuticals, Inc.COM SHS2,308$1.18K<0.1%+2,308NewHistory
Invesco Nasdaq 100 ETF46138G649ETF7$1.18K<0.1%00.0%Unchanged–
RRXRegal Rexnord CorpCOM8$1.18K<0.1%−2−20.0%ReducedHistory
FPIFarmland Partners Inc.COM95$1.19K<0.1%00.0%UnchangedHistory
BLBlackline, Inc.COM19$1.19K<0.1%+19NewHistory
KELYAKelly Services IncCL A55$1.19K<0.1%−10−15.4%ReducedHistory
FRPHFRP Holdings, Inc.COM19$1.20K<0.1%+19NewHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.20K<0.1%00.0%Unchanged–
UFPTUfp Technologies IncCOM7$1.20K<0.1%00.0%UnchangedHistory
CTKBCytek Biosciences, Inc.COM132$1.20K<0.1%+132NewHistory

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