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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
CARAvis Budget Group, Inc.COM364$64.5K<0.1%+14+4.0%AddedHistory
MELIMercadolibre IncCOM41$64.4K<0.1%+2+5.1%AddedHistory
TDToronto Dominion BankStock997$64.4K<0.1%+736+282.0%AddedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,465$64.0K<0.1%00.0%Unchanged–
EXCExelon CorpStock1,783$64.0K<0.1%+825+86.1%AddedHistory
PNRPENTAIR plcSHS876$63.6K<0.1%+173+24.6%AddedHistory
KRCKilroy Realty CorpCOM1,586$63.2K<0.1%−1,214−43.4%ReducedHistory
CPTCamden Property TrustREIT636$63.1K<0.1%+119+23.0%AddedHistory
SPDR Series Trust78464A284ST NUVE HIGH ETF2,490$63.0K<0.1%+1,457+141.0%Added–
FHNFirst Horizon CorpCOM4,429$62.7K<0.1%−65−1.4%ReducedHistory
PPCPilgrims Pride CorpStock2,263$62.6K<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS427$62.5K<0.1%+101+31.0%AddedHistory
RJFRaymond James Financial IncCOM560$62.4K<0.1%+60+12.0%AddedHistory
FTNTFortinet, Inc.Stock1,065$62.3K<0.1%+38+3.7%AddedHistory
OGNOrganon & Co.Stock4,321$62.3K<0.1%+2,075+92.4%AddedHistory
EDConsolidated Edison IncStock680$61.9K<0.1%−256−27.4%ReducedHistory
Vanguard Communication Services ETF92204A884ETF522$61.5K<0.1%−518−49.8%Reduced–
LABStandard Biotools Inc.COM27,800$61.4K<0.1%00.0%UnchangedHistory
ZMZoom Communications, Inc.Stock854$61.4K<0.1%−1,197−58.4%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM920$61.3K<0.1%−3−0.3%ReducedHistory
ALGNAlign Technology IncCOM223$61.1K<0.1%−309−58.1%ReducedHistory
NGGNational Grid PLCSPONSORED ADR NE894$60.8K<0.1%+247+38.2%AddedHistory
SMSM Energy CoCOM1,567$60.7K<0.1%+28+1.8%AddedHistory
SNVSynovus Financial CorpCOM NEW1,608$60.5K<0.1%+1,194+288.4%AddedHistory
DINOHF Sinclair CorpCOM1,089$60.5K<0.1%−41−3.6%ReducedHistory
SNXTD Synnex CorpCOM560$60.3K<0.1%−67−10.7%ReducedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF700$59.9K<0.1%00.0%Unchanged–
MTDRMatador Resources CoCOM1,047$59.5K<0.1%−33−3.1%ReducedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR10,956$59.5K<0.1%+9,781+832.4%AddedHistory
First Tr Exchange-Traded FD33734H106SHS1,460$59.2K<0.1%00.0%Unchanged–
ARK Innovation ETF00214Q104ETF1,127$59.0K<0.1%−132−10.5%Reduced–
TECKTeck Resources LtdCL B1,396$59.0K<0.1%+260+22.9%AddedHistory
AEISAdvanced Energy Industries IncCOM541$58.9K<0.1%+23+4.4%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS5,641$58.9K<0.1%−2,500−30.7%ReducedHistory
MGAMagna International IncCOM996$58.8K<0.1%+107+12.0%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$58.8K<0.1%+2,023New–
MOHMolina Healthcare, Inc.COM162$58.5K<0.1%+9+5.9%AddedHistory
WYWeyerhaeuser CoCOM NEW1,668$58.0K<0.1%−627−27.3%ReducedHistory
JHXJames Hardie Industries plcSPONSORED ADR1,490$57.6K<0.1%+142+10.5%AddedHistory
MANManpowerGroup Inc.COM724$57.5K<0.1%−63−8.0%ReducedHistory
INFYInfosys LtdSPONSORED ADR3,130$57.5K<0.1%+1,663+113.4%AddedHistory
SESea LtdSPONSORD ADS1,414$57.3K<0.1%+394+38.6%AddedHistory
WALWestern Alliance BancorporationCOM868$57.1K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF1,917$57.1K<0.1%+1,577+463.8%Added–
STNStantec IncCOM711$57.0K<0.1%+69+10.7%AddedHistory
OHIOmega Healthcare Investors IncCOM1,858$57.0K<0.1%−73−3.8%ReducedHistory
TRNTrinity Industries IncCOM2,141$56.9K<0.1%+31+1.5%AddedHistory
iShares Tr464287549EXPND TEC SC ETF127$56.9K<0.1%00.0%Unchanged–
ABGAsbury Automotive Group IncCOM252$56.7K<0.1%−52−17.1%ReducedHistory
PCARPaccar IncCOM580$56.6K<0.1%−6−1.0%ReducedHistory
WBSWebster Financial CorpCOM1,114$56.5K<0.1%+255+29.7%AddedHistory
PZZAPapa Johns International IncStock739$56.3K<0.1%+24+3.4%AddedHistory
CMAComerica IncCOM1,005$56.1K<0.1%+190+23.3%AddedHistory
PORPortland General Electric CoCOM NEW1,291$56.0K<0.1%+1,087+532.8%AddedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR2,170$55.9K<0.1%+1,124+107.5%AddedHistory
iShares Tips Bond ETF464287176ETF516$55.5K<0.1%−20,414−97.5%Reduced–
TTCToro CoCOM577$55.4K<0.1%+4+0.7%AddedHistory
iShares Tr46435U853BROAD USD HIGH1,524$55.4K<0.1%+1,298+574.3%Added–
EPRTEssential Properties Realty Trust, Inc.COM2,161$55.2K<0.1%−264−10.9%ReducedHistory
PFGPrincipal Financial Group IncCOM702$55.2K<0.1%+49+7.5%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF355$55.1K<0.1%00.0%Unchanged–
CTVACorteva, Inc.Stock1,148$55.0K<0.1%+9+0.8%AddedHistory
Pacer FDS Tr69374H659CASH COWS ETF1,453$54.9K<0.1%+1,453New–
ESLTElbit Systems LtdStock257$54.8K<0.1%+2+0.8%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF2,363$54.4K<0.1%−650−21.6%Reduced–
iShares Tr46432F388MSCI USA VALUE538$54.4K<0.1%+314+140.2%Added–
CRHCRH Public Ltd CoORD783$54.2K<0.1%+183+30.5%AddedHistory
SEESealed Air CorpCOM1,482$54.1K<0.1%−15−1.0%ReducedHistory
SRCLStericycle IncCOM1,089$54.0K<0.1%−21−1.9%ReducedHistory
DJTTrump Media & Technology Group Corp.Stock3,068$53.7K<0.1%00.0%UnchangedHistory
TFIITFI International Inc.COM394$53.6K<0.1%+12+3.1%AddedHistory
GILGildan Activewear Inc.Stock1,619$53.5K<0.1%−27−1.6%ReducedHistory
iShares Tr46436E601ESG MSCI EM LDRS1,215$53.4K<0.1%−57−4.5%Reduced–
DLTRDollar Tree, Inc.COM376$53.4K<0.1%+39+11.6%AddedHistory
iShares S&P 500 Value ETF464287408ETF305$53.0K<0.1%+245+408.3%Added–
BCXBlackRock Resources & Commodities Strategy TrustSHS5,953$52.9K<0.1%+39+0.7%AddedHistory
VRSKVerisk Analytics, Inc.COM221$52.9K<0.1%+45+25.6%AddedHistory
iShares Select Dividend ETF464287168ETF450$52.7K<0.1%00.0%Unchanged–
VODVodafone Group Public Ltd CoADR6,033$52.5K<0.1%+90+1.5%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM2,010$52.5K<0.1%+891+79.6%AddedHistory
BGBunge Global SACOM SHS517$52.2K<0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock998$52.1K<0.1%+748+299.2%AddedHistory
ABEVAmbev S.A.SPONSORED ADR18,602$52.1K<0.1%+14,362+338.7%AddedHistory
PEGPublic Service Enterprise Group IncCOM851$52.0K<0.1%−64−7.0%ReducedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,190$52.0K<0.1%00.0%Unchanged–
EFOREverforth IncCOM537$51.6K<0.1%−78−12.7%ReducedHistory
SRSpire IncCOM828$51.6K<0.1%−1,070−56.4%ReducedHistory
MARMarriott International IncStock229$51.6K<0.1%−3−1.3%ReducedHistory
BNBROOKFIELD CorpCL A LTD VT SH1,284$51.5K<0.1%−264−17.1%ReducedHistory
CMCanadian Imperial Bank of CommerceCOM1,066$51.3K<0.1%+908+574.7%AddedHistory
Enerplus Corp292766102COM3,339$51.2K<0.1%+381+12.9%Added–
BNYBank of New York Mellon CorpStock982$51.1K<0.1%+24+2.5%AddedHistory
ROKURoku, IncCOM CL A555$50.9K<0.1%−537−49.2%ReducedHistory
RPRXRoyalty Pharma plcSHS CLASS A1,807$50.8K<0.1%+802+79.8%AddedHistory
JPCNuveen Preferred & Income Opportunities FundCOM7,474$50.5K<0.1%+7,474NewHistory
FTAIFTAI Aviation Ltd.SHS1,085$50.3K<0.1%00.0%UnchangedHistory
EPREpr PropertiesCOM SH BEN INT1,035$50.1K<0.1%−51−4.7%ReducedHistory
KVUEKenvue Inc.Stock2,326$50.1K<0.1%+954+69.5%AddedHistory
CFRCullen/Frost Bankers, Inc.COM461$50.0K<0.1%+15+3.4%AddedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK1,371$50.0K<0.1%+11+0.8%AddedHistory

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