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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
HZOMarinemax IncCOM31$1.21K<0.1%−2−6.1%ReducedHistory
DDSDillard's, Inc.CL A3$1.21K<0.1%00.0%UnchangedHistory
HSIIHeidrick & Struggles International IncCOM41$1.21K<0.1%+41NewHistory
MXLMaxlinear, IncCOM51$1.21K<0.1%+51NewHistory
OMOutset Medical, Inc.COM224$1.21K<0.1%+224NewHistory
TIPTTiptree Inc.COM64$1.21K<0.1%00.0%UnchangedHistory
LFSTLifeStance Health Group, Inc.COM155$1.21K<0.1%+155NewHistory
YOUClear Secure, Inc.COM CL A59$1.22K<0.1%+59NewHistory
Schwab Fundamental International Small Equity ETF808524748ETF35$1.22K<0.1%+13+59.1%Added–
iShares MSCI India ETF46429B598ETF25$1.22K<0.1%00.0%Unchanged–
ATECAlphatec Holdings, Inc.COM NEW81$1.22K<0.1%+81NewHistory
ENVEnvestnet, Inc.COM25$1.24K<0.1%+25NewHistory
CACCamden National CorpCOM33$1.24K<0.1%+33NewHistory
PFGCPerformance Food Group CoCOM18$1.25K<0.1%−82−82.0%ReducedHistory
LRNStride, Inc.COM21$1.25K<0.1%+6+40.0%AddedHistory
WINAWinmark CorpCOM3$1.25K<0.1%+3NewHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.25K<0.1%00.0%Unchanged–
HRMYHarmony Biosciences Holdings, Inc.COM39$1.26K<0.1%+39NewHistory
IESCIES Holdings, Inc.COM16$1.27K<0.1%00.0%UnchangedHistory
VVVValvoline IncCOM34$1.28K<0.1%+34NewHistory
MTZMastec IncCOM17$1.29K<0.1%+17NewHistory
NKLANikola CorpCOM1,475$1.29K<0.1%00.0%UnchangedHistory
OZKBank OZKCOM26$1.30K<0.1%+14+116.7%AddedHistory
NATRNatures Sunshine Products IncCOM75$1.30K<0.1%00.0%UnchangedHistory
ERASErasca, Inc.COM610$1.30K<0.1%+610NewHistory
OCFCOceanfirst Financial CorpCOM75$1.30K<0.1%+75NewHistory
HCMHUTCHMED (China) LtdSPONSORED ADS72$1.30K<0.1%−34−32.1%ReducedHistory
TREELendingTree, Inc.COM43$1.30K<0.1%−19−30.6%ReducedHistory
TDCTeradata CorpStock30$1.30K<0.1%00.0%UnchangedHistory
AGIOAgios Pharmaceuticals, Inc.COM59$1.31K<0.1%+59NewHistory
iShares Tr46434V274INTL EQTY FACTOR47$1.32K<0.1%00.0%Unchanged–
OPADOfferpad Solutions Inc.COM CL A129$1.32K<0.1%00.0%UnchangedHistory
GRTSGritstone bio, Inc.COM649$1.32K<0.1%00.0%UnchangedHistory
DBXDropbox, Inc.CL A45$1.33K<0.1%−969−95.6%ReducedHistory
CWCurtiss Wright CorpStock6$1.34K<0.1%+6NewHistory
BRSPBrightSpire Capital, Inc.COM CL A180$1.34K<0.1%00.0%UnchangedHistory
CUBECubeSmartREIT29$1.34K<0.1%+29NewHistory
TNKTeekay Tankers Ltd.CL A27$1.35K<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock84$1.35K<0.1%+20+31.3%AddedHistory
BYNDBeyond Meat, Inc.COM153$1.36K<0.1%+148+2,960.0%AddedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.37K<0.1%00.0%UnchangedHistory
DYDycom Industries IncCOM12$1.38K<0.1%+12NewHistory
IMKTAIngles Markets IncCL A16$1.38K<0.1%+6+60.0%AddedHistory
CSGSCSG Systems International IncCOM26$1.38K<0.1%+10+62.5%AddedHistory
NBRNabors Industries LtdSHS17$1.39K<0.1%00.0%UnchangedHistory
QTWOQ2 Holdings, Inc.COM32$1.39K<0.1%+32NewHistory
STKSONE Group Hospitality, Inc.COM227$1.39K<0.1%+227NewHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$1.39K<0.1%00.0%UnchangedHistory
DOCSDoximity, Inc.CL A50$1.40K<0.1%00.0%UnchangedHistory
NNNextnav Inc.COMMON STOCK315$1.40K<0.1%00.0%UnchangedHistory
VREXVarex Imaging CorpCOM69$1.42K<0.1%+69NewHistory
FOXFFox Factory Holding CorpCOM21$1.42K<0.1%−309−93.6%ReducedHistory
MCYMercury General CorpCOM38$1.42K<0.1%+9+31.0%AddedHistory
NOANorth American Construction Group Ltd.COM68$1.42K<0.1%00.0%UnchangedHistory
KIDSOrthopediatrics CorpCOM44$1.43K<0.1%+44NewHistory
Sunpower Corp867652406COM296$1.43K<0.1%−354−54.5%Reduced–
AMKRAmkor Technology, Inc.COM43$1.43K<0.1%−3−6.5%ReducedHistory
RGENRepligen CorpCOM8$1.44K<0.1%−31−79.5%ReducedHistory
TKRTimken CoCOM18$1.44K<0.1%+18NewHistory
CLWClearwater Paper CorpCOM40$1.45K<0.1%−31−43.7%ReducedHistory
First Tr Energy Income & Gro33738G104COM100$1.45K<0.1%00.0%Unchanged–
LBRDKLiberty Broadband CorpCOM SER C18$1.45K<0.1%−6−25.0%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.46K<0.1%00.0%Unchanged–
GDOTGreen Dot CorpCL A147$1.46K<0.1%+147NewHistory
OPIOffice Properties Income TrustCOM SHS BEN INT199$1.46K<0.1%00.0%UnchangedHistory
EVBGEverbridge, Inc.COM61$1.48K<0.1%+61NewHistory
SNBRQSleep Number CorpCOM100$1.48K<0.1%00.0%UnchangedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1.49K<0.1%+20+500.0%Added–
AMWLAmerican Well CorpCL A999$1.49K<0.1%+999NewHistory
ARCHArch Resources, Inc.CL A9$1.49K<0.1%00.0%UnchangedHistory
NARIInari Medical, Inc.Stock23$1.49K<0.1%−105−82.0%ReducedHistory
MTNVail Resorts IncCOM7$1.49K<0.1%−5−41.7%ReducedHistory
AMNAmn Healthcare Services IncCOM20$1.50K<0.1%−104−83.9%ReducedHistory
LEGNLegend Biotech CorpSPONSORED ADS25$1.50K<0.1%+25NewHistory
CAMTCamtek LtdORD22$1.53K<0.1%00.0%UnchangedHistory
RXSTRxSight, Inc.COM38$1.53K<0.1%+38NewHistory
MDRXVeradigm Inc.COM146$1.53K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1.53K<0.1%+36New–
EPCEdgewell Personal Care CoCOM42$1.54K<0.1%−145−77.5%ReducedHistory
WINGWingstop Inc.COM6$1.54K<0.1%+3+100.0%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW39$1.55K<0.1%+39NewHistory
AMPYAmplify Energy Corp.COM261$1.55K<0.1%+261NewHistory
ALHCAlignment Healthcare, Inc.COM180$1.55K<0.1%00.0%UnchangedHistory
TEXTerex CorpStock27$1.55K<0.1%+14+107.7%AddedHistory
DCOMDime Commercial Bancshares, Inc.COM58$1.56K<0.1%00.0%UnchangedHistory
HGVHilton Grand Vacations Inc.COM39$1.57K<0.1%+16+69.6%AddedHistory
FNGRFingerMotion, Inc.COM390$1.57K<0.1%+390NewHistory
iShares Tr464288521CRE U S REIT ETF29$1.57K<0.1%00.0%Unchanged–
OLPOne Liberty Properties IncCOM72$1.58K<0.1%−51−41.5%ReducedHistory
UNFIUnited Natural Foods IncCOM98$1.59K<0.1%+49+100.0%AddedHistory
MERCMercer International Inc.COM168$1.59K<0.1%00.0%UnchangedHistory
DRVNDriven Brands Holdings Inc.COM112$1.60K<0.1%+112NewHistory
TGLSTecnoglass Holdings Inc.ORD SHS35$1.60K<0.1%00.0%UnchangedHistory
ZHZhihu Inc.ADS1,710$1.60K<0.1%+1,710NewHistory
INVHInvitation Homes Inc.COM47$1.60K<0.1%−494−91.3%ReducedHistory
JOUTJohnson Outdoors IncCL A30$1.60K<0.1%−67−69.1%ReducedHistory
GRABGrab Holdings LtdCLASS A ORD476$1.60K<0.1%+324+213.2%AddedHistory
UDRUDR, Inc.COM42$1.61K<0.1%+16+61.5%AddedHistory
NUVLNuvalent, Inc.COM22$1.62K<0.1%00.0%UnchangedHistory
iShares Tr46435G334MSCI UK ETF NEW49$1.62K<0.1%00.0%Unchanged–

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