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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
CCLCarnival Corp Ltd.UNIT 99/99/99992,072$38.4K<0.1%+626+43.3%AddedHistory
PPLIPeople IncCOM NEW730$38.2K<0.1%−5−0.7%ReducedHistory
LNWOLight & Wonder, Inc.COM464$38.1K<0.1%+55+13.4%AddedHistory
DCIDonaldson Co IncStock582$38.0K<0.1%+21+3.7%AddedHistory
GPCGenuine Parts CoStock274$38.0K<0.1%+66+31.7%AddedHistory
ILMNIllumina, Inc.COM271$37.7K<0.1%+11+4.2%AddedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,990$37.7K<0.1%00.0%UnchangedHistory
AXTAAxalta Coating Systems Ltd.COM1,106$37.6K<0.1%+36+3.4%AddedHistory
LNCLincoln National CorpCOM1,393$37.6K<0.1%−393−22.0%ReducedHistory
APOApollo Global Management, Inc.COM403$37.6K<0.1%−122−23.2%ReducedHistory
NOVNOV Inc.COM1,851$37.5K<0.1%−108−5.5%ReducedHistory
IPInternational Paper CoCOM1,037$37.5K<0.1%+132+14.6%AddedHistory
AFLAflac IncStock454$37.5K<0.1%+85+23.0%AddedHistory
AALAmerican Airlines Group Inc.Stock2,725$37.4K<0.1%−321−10.5%ReducedHistory
PBAPembina Pipeline CorpCOM1,081$37.2K<0.1%+462+74.6%AddedHistory
OMCOmnicom Group Inc.COM429$37.1K<0.1%+139+47.9%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US1,666$37.1K<0.1%00.0%Unchanged–
Goldman Sachs ETF Tr381430206ACTIVEBETA EME1,192$36.6K<0.1%+1,192New–
CMCCommercial Metals CoStock730$36.5K<0.1%−90−11.0%ReducedHistory
CIGIColliers International Group Inc.SUB VTG SHS288$36.4K<0.1%−259−47.3%ReducedHistory
ETSYEtsy IncCOM447$36.2K<0.1%+358+402.2%AddedHistory
Invesco Exch Traded FD Tr II46138E511PFD ETF3,142$36.0K<0.1%+442+16.4%Added–
PBFPBF Energy Inc.CL A819$36.0K<0.1%+48+6.2%AddedHistory
UHSUniversal Health Services IncCL B236$36.0K<0.1%−31−11.6%ReducedHistory
EQHEquitable Holdings, Inc.COM1,079$35.9K<0.1%+24+2.3%AddedHistory
HBANHuntington Bancshares IncCOM2,816$35.8K<0.1%−718−20.3%ReducedHistory
BLMNBloomin' Brands, Inc.COM1,272$35.8K<0.1%+11+0.9%AddedHistory
GHGuardant Health, Inc.COM1,322$35.8K<0.1%+437+49.4%AddedHistory
AXSAxis Capital Holdings LtdSHS643$35.6K<0.1%−33−4.9%ReducedHistory
THCTenet Healthcare CorpCOM NEW464$35.1K<0.1%+36+8.4%AddedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC916$35.0K<0.1%00.0%Unchanged–
NVRNVR IncCOM5$35.0K<0.1%00.0%UnchangedHistory
ARMKAramarkCOM1,242$34.9K<0.1%+81+7.0%AddedHistory
EGHT8X8 IncCOM9,195$34.8K<0.1%−1,500−14.0%ReducedHistory
BBWIBath & Body Works, Inc.COM805$34.7K<0.1%+337+72.0%AddedHistory
CECelanese CorpStock223$34.7K<0.1%−3−1.3%ReducedHistory
SUZSuzano S.A.SPON ADS3,055$34.7K<0.1%−90−2.9%ReducedHistory
MASIMasimo CorpCOM295$34.6K<0.1%+264+851.6%AddedHistory
EQNREquinor ASASPONSORED ADR1,090$34.5K<0.1%+629+136.4%AddedHistory
ZDZiff Davis, Inc.COM513$34.5K<0.1%+402+362.2%AddedHistory
UFPIUfp Industries IncCOM273$34.3K<0.1%+46+20.3%AddedHistory
CBRECbre Group, Inc.CL A368$34.3K<0.1%−28−7.1%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF614$34.2K<0.1%+56+10.0%Added–
BXPBXP, Inc.COM486$34.1K<0.1%−14−2.8%ReducedHistory
DRIDarden Restaurants IncCOM207$34.1K<0.1%−6−2.8%ReducedHistory
LNTAlliant Energy CorpStock662$34.0K<0.1%+474+252.1%AddedHistory
NMRNomura Holdings IncSPONSORED ADR7,482$33.7K<0.1%+2,018+36.9%AddedHistory
SLGSL Green Realty CorpCOM744$33.6K<0.1%−14−1.8%ReducedHistory
VFCV F CorpStock1,786$33.6K<0.1%+268+17.7%AddedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA668$33.6K<0.1%+668New–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD2,523$33.6K<0.1%+2,523New–
SNNSmith & Nephew PLCSPDN ADR NEW1,227$33.5K<0.1%+526+75.0%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW823$33.4K<0.1%+126+18.1%AddedHistory
SWKStanley Black & Decker, Inc.COM340$33.3K<0.1%−178−34.4%ReducedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP1,183$33.3K<0.1%+1,183New–
ACAArcosa, Inc.COM401$33.1K<0.1%−13−3.1%ReducedHistory
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM1,479$32.9K<0.1%+16+1.1%AddedHistory
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,000$32.9K<0.1%+1,000New–
LPLLG Display Co., Ltd.SPONS ADR REP6,756$32.6K<0.1%+5,098+307.5%AddedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$32.5K<0.1%00.0%UnchangedHistory
Barrick Gold Corp067901108COM1,794$32.5K<0.1%+1,143+175.6%Added–
GLWCorning IncCOM1,060$32.3K<0.1%+823+347.3%AddedHistory
SLMSLM CorpCOM1,681$32.1K<0.1%+117+7.5%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK205$32.1K<0.1%+177+632.1%AddedHistory
MTArcelorMittalNY REGISTRY SH1,128$32.0K<0.1%+517+84.6%AddedHistory
PHMPultegroup IncCOM308$31.8K<0.1%+16+5.5%AddedHistory
GGenpact LTDSHS914$31.7K<0.1%+471+106.3%AddedHistory
EXRExtra Space Storage Inc.COM198$31.7K<0.1%−33−14.3%ReducedHistory
MTGMgic Investment CorpCOM1,640$31.6K<0.1%+65+4.1%AddedHistory
CVNACarvana Co.CL A597$31.6K<0.1%−139−18.9%ReducedHistory
COKECoca-Cola Consolidated, Inc.COM34$31.6K<0.1%+10+41.7%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS3,648$31.4K<0.1%+2,082+133.0%AddedHistory
KIMKimco Realty CorpCOM1,470$31.3K<0.1%+331+29.1%AddedHistory
TSLXSixth Street Specialty Lending, Inc.COM1,449$31.3K<0.1%−394−21.4%ReducedHistory
WDSWoodside Energy Group LtdADR1,484$31.3K<0.1%−2,460−62.4%ReducedHistory
AITApplied Industrial Technologies IncCOM181$31.3K<0.1%−13−6.7%ReducedHistory
ARGXArgenx SESPONSORED ADR82$31.2K<0.1%+20+32.3%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS466$31.1K<0.1%−68−12.7%ReducedHistory
CRBGCorebridge Financial, Inc.COM1,434$31.1K<0.1%−1−0.1%ReducedHistory
iShares Inc46434G863ESG AWR MSCI EM968$31.0K<0.1%+143+17.3%Added–
Vanguard World FD921910709EXTENDED DUR381$30.9K<0.1%+381New–
iShares Tr464288505MRGSTR SM CP ETF574$30.8K<0.1%00.0%Unchanged–
HTZHertz Global Holdings, IncCOM NEW2,939$30.5K<0.1%+2,937+146,850.0%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP322$30.5K<0.1%+56+21.1%AddedHistory
FOXAFox CorpCL A COM1,018$30.2K<0.1%−670−39.7%ReducedHistory
BTUPeabody Energy CorpCOM1,240$30.2K<0.1%00.0%UnchangedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW290$29.9K<0.1%−214−42.5%ReducedHistory
CPNGCoupang, Inc.CL A1,833$29.7K<0.1%+271+17.3%AddedHistory
TPHTri Pointe Homes, Inc.COM836$29.6K<0.1%−48−5.4%ReducedHistory
AREAlexandria Real Estate Equities, Inc.COM233$29.5K<0.1%+171+275.8%AddedHistory
AIRCApartment Income REIT Corp.COM849$29.5K<0.1%−33−3.7%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$29.3K<0.1%+1,063New–
ENSGEnsign Group, IncCOM261$29.3K<0.1%−7−2.6%ReducedHistory
IXOrix CorpSPONSORED ADR313$29.2K<0.1%+62+24.7%AddedHistory
PTYPIMCO Corporate & Income Opportunity FundCOM2,200$29.1K<0.1%00.0%UnchangedHistory
iShares Inc464286608MSCI EURZONE ETF610$28.9K<0.1%+336+122.6%Added–
VLYValley National BancorpCOM2,661$28.9K<0.1%−1,306−32.9%ReducedHistory
TNLTravel & Leisure Co.COM731$28.6K<0.1%+8+1.1%AddedHistory
HIGHartford Insurance Group, Inc.Stock352$28.3K<0.1%+109+44.9%AddedHistory
CADECadence BancorporationEQUITY US CM951$28.1K<0.1%−903−48.7%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