Skip to main content
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
EQIXEquinix IncCOM453$365.1K<0.1%−35−7.2%ReducedHistory
iShares Tr46435G409MSCI INTL VLU FT13,737$364.2K<0.1%−4,526−24.8%Reduced–
RFRegions Financial CorpCOM18,669$361.8K<0.1%+2,895+18.4%AddedHistory
INTCIntel CorpStock7,189$361.2K<0.1%−127−1.7%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock2,789$358.2K<0.1%+112+4.2%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM883$358.1K<0.1%+75+9.3%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF3,073$357.4K<0.1%+361+13.3%Added–
JKHYJack Henry & Associates IncStock2,171$354.8K<0.1%−7−0.3%ReducedHistory
Dimensional ETF Trust25434V658GLOBAL REAL EST13,641$354.4K<0.1%+6,495+90.9%Added–
MOSMosaic CoCOM9,889$353.3K<0.1%−366−3.6%ReducedHistory
MACMacerich CoCOM22,310$344.2K<0.1%−1,886−7.8%ReducedHistory
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE9,585$342.1K<0.1%+8,696+978.2%Added–
iShares Tr464288646ISHS 1-5YR INVS6,669$342.0K<0.1%+6,654+44,360.0%Added–
ADMArcher-Daniels-Midland CoStock4,718$340.8K<0.1%−799−14.5%ReducedHistory
LULUlululemon athletica inc.Stock663$339.0K<0.1%−7−1.0%ReducedHistory
iShares Inc46434G822MSCI JAPAN ETF5,228$335.3K<0.1%+5,228New–
THOThor Industries IncCOM2,835$335.2K<0.1%−4−0.1%ReducedHistory
MUMicron Technology IncStock3,889$331.9K<0.1%+424+12.2%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD6,713$331.6K<0.1%+12+0.2%Added–
WITWipro LtdSPON ADR 1 SH59,228$329.9K<0.1%−799−1.3%ReducedHistory
LHLabcorp Holdings Inc.COM NEW1,429$324.8K<0.1%−304−17.5%ReducedHistory
SLViShares Silver TrustETF14,824$322.9K<0.1%−30−0.2%ReducedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF6,729$321.6K<0.1%−310−4.4%Reduced–
iShares Tr46428743220 YR TR BD ETF3,251$321.5K<0.1%+196+6.4%Added–
ZTSZoetis Inc.Stock1,629$321.5K<0.1%+81+5.2%AddedHistory
NXPINXP Semiconductors N.V.COM1,399$321.3K<0.1%+159+12.8%AddedHistory
HALHalliburton CoStock8,819$318.8K<0.1%−556−5.9%ReducedHistory
EXPOExponent IncCOM3,583$315.4K<0.1%+101+2.9%AddedHistory
AZPNAspen Technology, Inc.COM1,423$313.3K<0.1%−51−3.5%ReducedHistory
IBNIcici Bank LtdADR13,131$313.0K<0.1%+176+1.4%AddedHistory
CARRCarrier Global CorpStock5,443$312.8K<0.1%+36+0.7%AddedHistory
iShares Tr464287861EUROPE ETF5,862$309.9K<0.1%−1,109−15.9%Reduced–
NSPInsperity, Inc.COM2,641$309.5K<0.1%+11+0.4%AddedHistory
EEni SpASPONSORED ADR9,101$309.5K<0.1%+439+5.1%AddedHistory
SAIASaia IncCOM696$305.0K<0.1%−70−9.1%ReducedHistory
WMBWilliams Companies, Inc.COM8,647$301.2K<0.1%+771+9.8%AddedHistory
NOCNorthrop Grumman CorpStock642$300.7K<0.1%−85−11.7%ReducedHistory
DHRDanaher CorpStock1,297$300.1K<0.1%+85+7.0%AddedHistory
AGNTAGNT, Inc.COM19,264$299.0K<0.1%+3,201+19.9%AddedHistory
VZVerizon Communications IncStock7,926$298.8K<0.1%+2,760+53.4%AddedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH4,907$297.8K<0.1%−6,118−55.5%Reduced–
Vanguard Information Technology ETF92204A702ETF614$297.2K<0.1%−54−8.1%Reduced–
TDYTeledyne Technologies IncCOM661$295.0K<0.1%−18−2.7%ReducedHistory
CICigna GroupStock982$294.0K<0.1%−61−5.8%ReducedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP5,022$293.6K<0.1%−7,444−59.7%Reduced–
DKNGDraftKings Inc.Stock8,291$292.3K<0.1%−735−8.1%ReducedHistory
ONOn Semiconductor CorpStock3,485$291.1K<0.1%−176−4.8%ReducedHistory
NEENextera Energy IncStock4,765$289.4K<0.1%−214−4.3%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW854$288.1K<0.1%+62+7.8%AddedHistory
DLBDolby Laboratories, Inc.COM CL A3,339$287.7K<0.1%+43+1.3%AddedHistory
GEGeneral Electric CoStock2,241$286.1K<0.1%−83−3.6%ReducedHistory
Vanguard Real Estate ETF922908553ETF3,235$285.9K<0.1%−886−21.5%Reduced–
Schwab US Tips ETF808524870ETF5,453$284.6K<0.1%+909+20.0%Added–
SKYChampion Homes, Inc.Stock3,820$283.7K<0.1%−15−0.4%ReducedHistory
ADIAnalog Devices IncStock1,427$283.5K<0.1%−360−20.1%ReducedHistory
MDLZMondelez International, Inc.Stock3,912$283.3K<0.1%−123−3.0%ReducedHistory
CHEChemed CorpCOM483$282.4K<0.1%+2+0.4%AddedHistory
INTUIntuit Inc.Stock449$280.8K<0.1%+16+3.7%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR30,662$279.3K<0.1%+1,933+6.7%AddedHistory
AONAon plcCL A959$279.2K<0.1%+50+5.5%AddedHistory
IQVIQVIA Holdings Inc.Stock1,182$273.5K<0.1%+37+3.2%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM9,269$272.6K<0.1%+9,269NewHistory
SPGSimon Property Group Inc.REIT1,904$271.6K<0.1%−6,200−76.5%ReducedHistory
CSXCSX CorpStock7,812$270.8K<0.1%+244+3.2%AddedHistory
AEPAmerican Electric Power Co IncStock3,331$270.5K<0.1%+1,060+46.7%AddedHistory
ENBEnbridge IncStock7,497$270.1K<0.1%+704+10.4%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,685$268.1K<0.1%−406−19.4%ReducedHistory
GILDGilead Sciences, Inc.Stock3,295$266.9K<0.1%+211+6.8%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock3,208$265.9K<0.1%−118−3.5%ReducedHistory
SNPSSynopsys IncCOM516$265.7K<0.1%+29+6.0%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,398$264.0K<0.1%−137−3.9%Reduced–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD11,146$262.9K<0.1%+9,620+630.4%Added–
AMPAmeriprise Financial IncCOM689$261.6K<0.1%+18+2.7%AddedHistory
MSCIMSCI Inc.Stock462$261.4K<0.1%−4−0.9%ReducedHistory
LWLamb Weston Holdings, Inc.Stock2,412$260.7K<0.1%+41+1.7%AddedHistory
CDWCDW CorpCOM1,144$260.1K<0.1%+54+5.0%AddedHistory
UBSUBS Group AGStock8,364$258.4K<0.1%+419+5.3%AddedHistory
ETNEaton Corp plcStock1,072$258.2K<0.1%+32+3.1%AddedHistory
HUBSHubSpot IncCOM443$257.2K<0.1%+2+0.5%AddedHistory
ROLRollins IncCOM5,858$255.8K<0.1%−209−3.4%ReducedHistory
STLAStellantis N.V.SHS10,863$253.3K<0.1%+430+4.1%AddedHistory
FCXFreeport-McMoran IncStock5,923$252.2K<0.1%−158−2.6%ReducedHistory
TUTelus CorpCOM14,142$251.6K<0.1%−5,789−29.0%ReducedHistory
CMECME Group Inc.COM1,194$251.6K<0.1%−219−15.5%ReducedHistory
ULUnilever PLCSPON ADR NEW5,166$250.5K<0.1%−9,688−65.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,959$248.1K<0.1%+1,479+59.6%Added–
WFWoori Financial Group Inc.SPONSORED ADS8,197$247.7K<0.1%+1,221+17.5%AddedHistory
LRCXLam Research CorpCOM307$240.5K<0.1%−24−7.3%ReducedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,146$239.9K<0.1%+9,146New–
KBKB Financial Group Inc.SPONSORED ADR5,794$239.7K<0.1%+870+17.7%AddedHistory
TFCTruist Financial CorpCOM6,461$238.6K<0.1%+242+3.9%AddedHistory
FERGFerguson Enterprises Inc.SHS1,234$238.3K<0.1%−268−17.8%ReducedHistory
CAGConagra Brands Inc.Stock8,301$237.9K<0.1%+187+2.3%AddedHistory
RELXRELX PLCSPONSORED ADR5,974$236.9K<0.1%+387+6.9%AddedHistory
OTISOtis Worldwide CorpStock2,603$232.9K<0.1%+493+23.4%AddedHistory
ULTAUlta Beauty, Inc.Stock470$230.3K<0.1%−24−4.9%ReducedHistory
SMCISuper Micro Computer, Inc.COM805$228.8K<0.1%+19+2.4%AddedHistory
CORCencora, Inc.Stock1,112$228.4K<0.1%+107+10.6%AddedHistory
CHDChurch & Dwight Co IncCOM2,413$228.1K<0.1%+795+49.1%AddedHistory
SYKStryker CorpStock760$227.7K<0.1%−22−2.8%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