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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
DEAEasterly Government Properties, Inc.COM303$4.07K<0.1%+303NewHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF131$4.09K<0.1%−49−27.2%Reduced–
TTECTTEC Holdings, Inc.COM189$4.10K<0.1%+153+425.0%AddedHistory
ALSumisho Air Lease CorpCL A98$4.11K<0.1%+66+206.3%AddedHistory
Schwab U.S. REIT ETF808524847ETF199$4.12K<0.1%+80+67.2%Added–
WisdomTree Tr97717W851JAPN HEDGE EQT47$4.13K<0.1%00.0%Unchanged–
iShares Tr464288372GLB INFRASTR ETF88$4.14K<0.1%−815−90.3%Reduced–
NWSNews CorpCL B161$4.14K<0.1%+7+4.5%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C111$4.15K<0.1%−131−54.1%ReducedHistory
WGOWinnebago Industries IncCOM57$4.15K<0.1%00.0%UnchangedHistory
PRVAPrivia Health Group, Inc.COM181$4.17K<0.1%+181NewHistory
PRGPROG Holdings, Inc.Stock135$4.17K<0.1%00.0%UnchangedHistory
NPKNational Presto Industries IncCOM52$4.17K<0.1%00.0%UnchangedHistory
FNFabrinetSHS22$4.19K<0.1%+3+15.8%AddedHistory
INVXInnovex International, Inc.COM180$4.19K<0.1%−336−65.1%ReducedHistory
CCSCentury Communities, Inc.COM46$4.19K<0.1%00.0%UnchangedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK1,085$4.22K<0.1%00.0%UnchangedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM119$4.23K<0.1%+78+190.2%AddedHistory
Lithium Americas Argentina Cor Com Shs53681K100Stock678$4.29K<0.1%+349+106.1%Added–
FOXFox CorpCL B COM155$4.29K<0.1%+50+47.6%AddedHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100159$4.30K<0.1%00.0%Unchanged–
RLGTRadiant Logistics, IncCOM648$4.30K<0.1%00.0%UnchangedHistory
FSLRFirst Solar, Inc.Stock25$4.31K<0.1%+15+150.0%AddedHistory
CRMTAmericas Carmart IncCOM57$4.32K<0.1%−11−16.2%ReducedHistory
WERNWerner Enterprises IncCOM102$4.32K<0.1%+60+142.9%AddedHistory
NABLN-able, Inc.COMMON STOCK327$4.33K<0.1%+327NewHistory
CMRECostamare Inc.SHS418$4.35K<0.1%+418NewHistory
ATROAstronics CorpCOM250$4.36K<0.1%00.0%UnchangedHistory
TWKSThoughtworks Holding, Inc.COM910$4.38K<0.1%+910NewHistory
SASRSandy Spring Bancorp IncCOM162$4.41K<0.1%+116+252.2%AddedHistory
HLHecla Mining CoCOM921$4.43K<0.1%+921NewHistory
CARSCars.com Inc.COM234$4.44K<0.1%00.0%UnchangedHistory
ITCIIntra-Cellular Therapies, Inc.COM62$4.44K<0.1%+30+93.8%AddedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4.47K<0.1%00.0%UnchangedHistory
ALITAlight, Inc. / DelawareCOM CL A525$4.48K<0.1%+389+286.0%AddedHistory
CVCOCavco Industries, Inc.COM13$4.51K<0.1%00.0%UnchangedHistory
BEKEKE Holdings Inc.SPONSORED ADS278$4.51K<0.1%−132−32.2%ReducedHistory
DOOBRP Inc.COM SUN VTG63$4.52K<0.1%+63NewHistory
PRMWPrimo Water CorpCOM301$4.53K<0.1%+164+119.7%AddedHistory
APPSDigital Turbine, Inc.COM NEW661$4.53K<0.1%+516+355.9%AddedHistory
PACBPacific Biosciences of California, Inc.COM465$4.56K<0.1%+465NewHistory
JEFJefferies Financial Group Inc.COM113$4.57K<0.1%−82−42.1%ReducedHistory
ABRArbor Realty Trust IncCOM302$4.58K<0.1%−604−66.7%ReducedHistory
AZEKAZEK Co Inc.CL A120$4.59K<0.1%+120NewHistory
WWWW International, Inc.COM526$4.60K<0.1%00.0%UnchangedHistory
ACHAccendra Health IncStock239$4.61K<0.1%+239NewHistory
SNDRSchneider National, Inc.CL B181$4.61K<0.1%−3−1.6%ReducedHistory
COHRCoherent Corp.COM106$4.62K<0.1%00.0%UnchangedHistory
BRCBrady CorpCL A79$4.64K<0.1%+5+6.8%AddedHistory
SNEXStoneX Group Inc.COM63$4.65K<0.1%+21+50.0%AddedHistory
ACLSAxcelis Technologies IncStock36$4.67K<0.1%+4+12.5%AddedHistory
DKSDick's Sporting Goods, Inc.Stock32$4.70K<0.1%−49−60.5%ReducedHistory
TPLTexas Pacific Land CorpStock3$4.72K<0.1%+3NewHistory
iShares Tr46435G342MORTGE REL ETF200$4.72K<0.1%00.0%Unchanged–
SPLKSplunk IncCOM31$4.72K<0.1%−25−44.6%ReducedHistory
APPNAppian CorpCL A126$4.75K<0.1%+8+6.8%AddedHistory
CLDTChatham Lodging TrustCOM443$4.75K<0.1%00.0%UnchangedHistory
SXIStandex International CorpCOM30$4.75K<0.1%00.0%UnchangedHistory
BCOVBrightcove IncCOM1,838$4.76K<0.1%+1,838NewHistory
HRIHerc Holdings IncCOM32$4.76K<0.1%−2−5.9%ReducedHistory
WWDWoodward, Inc.COM35$4.77K<0.1%00.0%UnchangedHistory
WDFCWD 40 CoCOM20$4.78K<0.1%+18+900.0%AddedHistory
iShares Inc464286749MSCI SWITZERLAND100$4.83K<0.1%00.0%Unchanged–
CRDOCredo Technology Group Holding LtdStock250$4.87K<0.1%+250NewHistory
AVNSAvanos Medical, Inc.Stock218$4.89K<0.1%+130+147.7%AddedHistory
PLTKPlaytika Holding Corp.COM561$4.89K<0.1%+561NewHistory
KDKyndryl Holdings, Inc.Stock236$4.90K<0.1%+109+85.8%AddedHistory
Innovator ETFs Trust45783Y848US EQTY ACCELRT9176$4.90K<0.1%00.0%Unchanged–
WABCWestamerica BancorporationCOM87$4.91K<0.1%00.0%UnchangedHistory
AWIArmstrong World Industries IncCOM50$4.92K<0.1%+50NewHistory
MLABMesa Laboratories IncCOM47$4.92K<0.1%+47NewHistory
AXSMAxsome Therapeutics, Inc.COM62$4.93K<0.1%+62NewHistory
ITOSiTeos Therapeutics, Inc.COM452$4.95K<0.1%+452NewHistory
ALLYAlly Financial Inc.Stock142$4.96K<0.1%−244−63.2%ReducedHistory
CHCOCity Holding CoCOM45$4.96K<0.1%00.0%UnchangedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW114$4.96K<0.1%−57−33.3%ReducedHistory
SHAKShake Shack Inc.CL A67$4.97K<0.1%−22−24.7%ReducedHistory
LUMNLumen Technologies, Inc.Stock2,715$4.97K<0.1%+241+9.7%AddedHistory
SDGRSchrodinger, Inc.COM140$5.01K<0.1%+140NewHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM54$5.02K<0.1%+27+100.0%AddedHistory
KNSLKinsale Capital Group, Inc.Stock15$5.02K<0.1%00.0%UnchangedHistory
BHEBenchmark Electronics IncCOM182$5.03K<0.1%00.0%UnchangedHistory
MURMurphy Oil CorpCOM118$5.03K<0.1%00.0%UnchangedHistory
FTDRFrontdoor, Inc.COM144$5.07K<0.1%00.0%UnchangedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR319$5.09K<0.1%+78+32.4%AddedHistory
PRAAPra Group IncCOM195$5.11K<0.1%+195NewHistory
HTHTH World Group LtdSPONSORED ADS153$5.12K<0.1%+137+856.3%AddedHistory
ATSATS CorpCOM119$5.13K<0.1%+119NewHistory
PVHPVH Corp.COM42$5.13K<0.1%+7+20.0%AddedHistory
WTIW&T Offshore IncCOM1,577$5.14K<0.1%+922+140.8%AddedHistory
AWRAmerican States Water CoCOM64$5.15K<0.1%−1,000−94.0%ReducedHistory
MRVIMaravai Lifesciences Holdings, Inc.COM CL A786$5.15K<0.1%+786NewHistory
iShares Inc464286533MSCI EMERG MRKT93$5.17K<0.1%−44−32.1%Reduced–
EHABEnhabit, Inc.COM500$5.17K<0.1%00.0%UnchangedHistory
CKXCKX Lands, Inc.COM400$5.18K<0.1%00.0%UnchangedHistory
GTNGray Media, IncCOM579$5.19K<0.1%+209+56.5%AddedHistory
Barnes Group Inc067806109COM159$5.19K<0.1%−205−56.3%Reduced–
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$5.19K<0.1%00.0%Unchanged–
OUTOUTFRONT Media Inc.COM373$5.21K<0.1%−136−26.7%ReducedHistory
KWKennedy-Wilson Holdings, Inc.COM422$5.22K<0.1%−54−11.3%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