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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
American Centy ETF Tr025072356REAL ESTATE ETF5,248$227.3K<0.1%+45+0.9%Added–
NSCNorfolk Southern CorpStock958$226.5K<0.1%+157+19.6%AddedHistory
VRTXVertex Pharmaceuticals IncStock556$226.2K<0.1%+2+0.4%AddedHistory
CHHChoice Hotels International IncCOM1,987$225.1K<0.1%+23+1.2%AddedHistory
AIGAmerican International Group, Inc.Stock3,313$224.5K<0.1%+124+3.9%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF2,026$224.3K<0.1%+733+56.7%Added–
IBMInternational Business Machines CorpStock1,370$224.1K<0.1%+23+1.7%AddedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW5,736$223.9K<0.1%+5,736New–
KMBKimberly Clark CorpStock1,841$223.7K<0.1%−320−14.8%ReducedHistory
SRESempraStock2,982$222.8K<0.1%−12−0.4%ReducedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT14,977$222.7K<0.1%−512−3.3%ReducedHistory
ARESAres Management CorpCL A COM STK1,851$220.1K<0.1%00.0%UnchangedHistory
VRTVertiv Holdings CoCOM CL A4,558$218.9K<0.1%−9−0.2%ReducedHistory
CCitigroup IncStock4,220$217.1K<0.1%+628+17.5%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF8,423$217.0K<0.1%−2,156−20.4%Reduced–
TGTTarget CorpStock1,515$215.8K<0.1%−710−31.9%ReducedHistory
AJGArthur J. Gallagher & Co.COM960$215.7K<0.1%+70+7.9%AddedHistory
EPDEnterprise Products Partners L.P.Stock8,145$214.6K<0.1%−1,287−13.6%ReducedHistory
SLFSun Life Financial IncCOM4,127$214.0K<0.1%+267+6.9%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,689$213.4K<0.1%00.0%UnchangedHistory
GIBCgi IncCL A1,978$212.1K<0.1%+579+41.4%AddedHistory
SNYSanofiSPONSORED ADR4,219$209.8K<0.1%+209+5.2%AddedHistory
CEGConstellation Energy CorpStock1,794$209.7K<0.1%+387+27.5%AddedHistory
TTTrane Technologies plcSHS856$208.7K<0.1%+135+18.7%AddedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$206.8K<0.1%+8,962New–
GMGeneral Motors CoCOM5,708$205.0K<0.1%+1,162+25.6%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,195$203.4K<0.1%+6,195New–
ALLAllstate CorpStock1,448$202.7K<0.1%+59+4.2%AddedHistory
FSKFS KKR Capital CorpCOM10,136$202.4K<0.1%−10.0%ReducedHistory
ROPRoper Technologies IncStock368$200.8K<0.1%+56+17.9%AddedHistory
HUMHumana IncStock438$200.6K<0.1%+5+1.2%AddedHistory
SMGScotts Miracle-Gro CoStock3,145$200.5K<0.1%−55−1.7%ReducedHistory
WDAYWorkday, Inc.CL A721$199.0K<0.1%+74+11.4%AddedHistory
PHParker-Hannifin CorpStock428$197.3K<0.1%+16+3.9%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN14,138$195.1K<0.1%−264−1.8%ReducedHistory
APDAir Products & Chemicals, Inc.Stock706$193.4K<0.1%+104+17.3%AddedHistory
NVSNovartis AGADR1,915$193.3K<0.1%+48+2.6%AddedHistory
CTSHCognizant Technology Solutions CorpCL A2,553$192.8K<0.1%−205−7.4%ReducedHistory
CHTRCharter Communications, Inc.CL A494$192.0K<0.1%+22+4.7%AddedHistory
BDXBecton Dickinson & CoStock779$190.0K<0.1%−3,669−82.5%ReducedHistory
DECKDeckers Outdoor CorpCOM283$189.2K<0.1%+3+1.1%AddedHistory
BABAAlibaba Group Holding LtdADR2,436$188.8K<0.1%−205−7.8%ReducedHistory
TTETotalEnergies SESPONSORED ADS2,787$187.8K<0.1%+262+10.4%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,030$187.6K<0.1%−140−12.0%ReducedHistory
WMWaste Management IncStock1,046$187.3K<0.1%−15−1.4%ReducedHistory
iShares Tr46434V860TRS FLT RT BD3,698$186.6K<0.1%−2,771−42.8%Reduced–
NSITInsight Enterprises IncCOM1,051$186.2K<0.1%−12−1.1%ReducedHistory
GDGeneral Dynamics CorpStock715$185.6K<0.1%+28+4.1%AddedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,018$185.4K<0.1%+2,018New–
iShares Tr464287622RUS 1000 ETF703$184.4K<0.1%−46−6.1%Reduced–
iShares Tr46435G672CORE INTL AGGR3,702$184.3K<0.1%+3,702New–
iShares Tr464288638ISHS 5-10YR INVT3,531$183.6K<0.1%+2,914+472.3%Added–
FISFidelity National Information Services, Inc.Stock3,051$183.2K<0.1%−975−24.2%ReducedHistory
YUMYum Brands IncStock1,399$182.8K<0.1%+161+13.0%AddedHistory
ARCCAres Capital CorpCEF9,126$182.8K<0.1%−350−3.7%ReducedHistory
BFAMBright Horizons Family Solutions Inc.COM1,939$182.7K<0.1%−13−0.7%ReducedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,935$182.7K<0.1%+682+13.0%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$182.0K<0.1%00.0%UnchangedHistory
UALUnited Airlines Holdings, Inc.COM4,398$181.5K<0.1%+662+17.7%AddedHistory
EHCEncompass Health CorpCOM2,715$181.2K<0.1%+2+0.1%AddedHistory
MOAltria Group, Inc.Stock4,476$180.6K<0.1%−16−0.4%ReducedHistory
CDNSCadence Design Systems IncStock661$180.0K<0.1%+380+135.2%AddedHistory
ITWIllinois Tool Works IncStock686$179.8K<0.1%+19+2.8%AddedHistory
TAT&T Inc.Stock10,603$177.9K<0.1%−171−1.6%ReducedHistory
ROKRockwell Automation, IncStock572$177.9K<0.1%−1−0.2%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,693$177.7K<0.1%00.0%UnchangedHistory
WRKWestRock CoCOM4,276$177.5K<0.1%−309−6.7%ReducedHistory
iShares Tr46434V456MSCI INTL QUALTY4,671$175.4K<0.1%00.0%Unchanged–
TSCOTractor Supply CoCOM812$174.6K<0.1%+417+105.6%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 35,603$173.2K<0.1%+242+4.5%AddedHistory
STTState Street CorpCOM2,230$172.8K<0.1%−784−26.0%ReducedHistory
IDXXIDEXX Laboratories IncCOM310$172.1K<0.1%+51+19.7%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL4,552$171.3K<0.1%00.0%Unchanged–
LHXL3HARRIS Technologies, Inc.Stock804$169.5K<0.1%+116+16.9%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF3,003$169.4K<0.1%+15+0.5%Added–
GWWW.W. Grainger, Inc.Stock203$168.2K<0.1%+11+5.7%AddedHistory
BKRBaker Hughes CoCL A4,912$167.9K<0.1%−79−1.6%ReducedHistory
TDGTransDigm Group INCCOM166$167.7K<0.1%−9−5.1%ReducedHistory
LOGILogitech International S.A.SHS1,764$167.7K<0.1%+43+2.5%AddedHistory
DOCUDocuSign, Inc.Stock2,809$167.0K<0.1%−238−7.8%ReducedHistory
APHAmphenol CorpCL A1,679$166.5K<0.1%+60+3.7%AddedHistory
IMOImperial Oil LtdCOM NEW2,890$165.3K<0.1%+167+6.1%AddedHistory
SPGIS&P Global Inc.Stock372$164.1K<0.1%+32+9.4%AddedHistory
RSReliance, Inc.COM586$163.9K<0.1%+117+24.9%AddedHistory
ANETArista Networks, Inc.COM694$163.4K<0.1%+39+6.0%AddedHistory
VMCVulcan Materials COCOM718$163.0K<0.1%+11+1.6%AddedHistory
USBUS Bancorp DECOM NEW3,757$162.6K<0.1%+285+8.2%AddedHistory
DLRDigital Realty Trust, Inc.COM1,203$162.0K<0.1%+652+118.3%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF4,021$161.7K<0.1%−2,011−33.3%Reduced–
COINCoinbase Global, Inc.COM CL A928$161.3K<0.1%+123+15.3%AddedHistory
LADLithia Motors IncCOM489$161.1K<0.1%+109+28.7%AddedHistory
EVREvercore Inc.CLASS A939$160.6K<0.1%+88+10.3%AddedHistory
HCAHCA Healthcare, Inc.COM593$160.5K<0.1%+2+0.3%AddedHistory
CNQCanadian Natural Resources LtdCOM2,430$159.2K<0.1%+256+11.8%AddedHistory
CFGCitizens Financial Group IncCOM4,792$158.8K<0.1%+847+21.5%AddedHistory
EMEEMCOR Group, Inc.Stock736$158.6K<0.1%+6+0.8%AddedHistory
ZSZscaler, Inc.Stock714$158.2K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT731$157.8K<0.1%+85+13.2%AddedHistory
ABNBAirbnb, Inc.Stock1,148$156.3K<0.1%+354+44.6%AddedHistory
iShares Tr46434V282U S EQUITY FACTR3,213$155.1K<0.1%+3,213New–

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