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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed Jun 11, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
2,900
+263 vs. Q4 2023
Portfolio value
$1.27B
+$180.3M (+16.5%) vs. Q4 2023
Filed
Jun 11, 2024
AmendedSEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Mobile Telesystems PJSC607409109SPONSORED ADR424$00.0%00.0%Unchanged–
Qiwi PLC74735M108SPON ADR REP B13$00.0%00.0%Unchanged–
SVASinovac Biotech LtdSHS4$00.0%+4NewHistory
Advanced Marketing Services25456U109Stock1$00.0%00.0%Unchanged–
CEPLCapstone Energy Plus, Inc.Stock1,000$00.0%+1,000NewHistory
First Rep BK San Francisco C33616C100COM15$1<0.1%00.0%Unchanged–
NVTAInvitae CorpCOM1,314$1<0.1%+1,214+1,214.0%AddedHistory
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%+1NewHistory
WKHSWorkhorse Group Inc.COM NEW10$2<0.1%−1,238−99.2%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN0$3<0.1%0UnchangedHistory
CONNConns IncCOM1$4<0.1%00.0%UnchangedHistory
Cassava Sciences Inc14817C115*W EXP 11/15/20234$8<0.1%+34New–
Uscf ETF Tr90290T882MIDS ENE INC ETF0$12<0.1%0Unchanged–
CTXRCitius Pharmaceuticals, Inc.COM NEW16$12<0.1%+16NewHistory
Diana Shipping Inc.Y2066G138*W EXP 12/14/20224$13<0.1%00.0%Unchanged–
FSRFisker Inc.CL A COM STK250$13<0.1%00.0%UnchangedHistory
VXXBarclays Bank PLCIPTH SR B S&P1$14<0.1%00.0%UnchangedHistory
OLPXOlaplex Holdings, Inc.COM11$15<0.1%−838−98.7%ReducedHistory
NXHNeighborhood Intelligence, Inc.COM1$20<0.1%−2−66.7%ReducedHistory
RADNew Rite Aid, LLCCOM150$20<0.1%+150NewHistory
SHYFShyft Group, Inc.COM2$22<0.1%00.0%UnchangedHistory
VHCVirnetX Holding CorpCOM5$26<0.1%+5NewHistory
iShares Tr464289875CORE 40 MODE ETF1$27<0.1%+1New–
RDFNRedfin CorpCOM5$28<0.1%+5NewHistory
INTAIntapp, Inc.COM1$31<0.1%+1NewHistory
BTCYBiotricity Inc.Com23$31<0.1%+23NewHistory
NADNuveen Quality Municipal Income FundCOM3$33<0.1%+3NewHistory
CLLSCellectis S.A.SPON ADS13$33<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM5$34<0.1%−148−96.7%ReducedHistory
STGWStagwell IncCOM CL A6$36<0.1%+6NewHistory
NARIInari Medical, Inc.Stock1$37<0.1%−22−95.7%ReducedHistory
MITKMitek Systems IncCOM NEW3$38<0.1%00.0%UnchangedHistory
HTZWWHertz Global Holdings, IncCommon Stock13$38<0.1%00.0%UnchangedHistory
ICHRIchor Holdings, Ltd.SHS1$39<0.1%00.0%UnchangedHistory
GOTUGaotu Techedu Inc.SPONSORED ADS6$39<0.1%+6NewHistory
IQiQIYI, Inc.SPONSORED ADS8$39<0.1%+8NewHistory
LESLLeslie's, Inc.COM10$39<0.1%+10NewHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A1$40<0.1%00.0%UnchangedHistory
TGTXTG Therapeutics, Inc.COM3$41<0.1%+3NewHistory
LELands' End, Inc.COM3$41<0.1%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A5$42<0.1%−50−90.9%ReducedHistory
UPSTUpstart Holdings, Inc.COM2$44<0.1%−18−90.0%ReducedHistory
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund4$48<0.1%00.0%Unchanged–
SDGRSchrodinger, Inc.COM2$49<0.1%−138−98.6%ReducedHistory
RIOTRiot Platforms, Inc.COM5$51<0.1%−41−89.1%ReducedHistory
iShares Global Clean Energy ETF464288224ETF4$53<0.1%00.0%Unchanged–
MFAMfa Financial, Inc.COM5$53<0.1%00.0%UnchangedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT23$54<0.1%00.0%UnchangedHistory
GMEGameStop Corp.Stock5$55<0.1%+5NewHistory
QCRHQCR Holdings IncCOM1$55<0.1%00.0%UnchangedHistory
TTGTTechTarget, Inc.COM2$55<0.1%00.0%UnchangedHistory
SSYSStratasys Ltd.SHS6$58<0.1%+6NewHistory
ADNTAdient plcStock2$60<0.1%+2NewHistory
HAPNHappen, Inc.COM NEW8$60<0.1%+8NewHistory
ZIMVZimVie Inc.Stock4$61<0.1%−17−81.0%ReducedHistory
JOBYJoby Aviation, Inc.COMMON STOCK12$61<0.1%+12NewHistory
TWSTTwist Bioscience CorpCOM2$62<0.1%−498−99.6%ReducedHistory
AEVAAeva Technologies, Inc.COM NEW20$62<0.1%00.0%UnchangedConverted for a 1-for-5 splitHistory
ProShares Tr74347X633ULTRA FNCLS NEW1$62<0.1%00.0%Unchanged–
HCKTHackett Group, Inc.COM3$65<0.1%00.0%UnchangedHistory
CARGCarGurus, Inc.COM CL A3$67<0.1%+3NewHistory
APIAgora, Inc.ADS27$67<0.1%+27NewHistory
FLNCFluence Energy, Inc.COM CL A4$71<0.1%+4NewHistory
ASANAsana, Inc.CL A5$74<0.1%−49−90.7%ReducedHistory
CNFCNFinance Holdings Ltd.SPON ADS40$74<0.1%+40NewHistory
ELPCEnergy Co of ParanaSPONSORED ADS12$76<0.1%−13−52.0%ReducedHistory
DMCDel Monte CorpORD3$77<0.1%00.0%UnchangedHistory
LLLL Flooring Holdings, Inc.COM50$79<0.1%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM3$82<0.1%+3NewHistory
QVCGAOld QVC Group, Inc.COM SER A100$82<0.1%+100NewHistory
SONOSonos IncCOM5$85<0.1%+5NewHistory
OESXOrion Energy Systems, Inc.COM100$86<0.1%00.0%UnchangedHistory
SYNASYNAPTICS IncStock1$90<0.1%+1NewHistory
TBHCBrand House Collective, Inc.COM50$96<0.1%00.0%UnchangedHistory
BBBLACKBERRY LtdCOM35$98<0.1%+35NewHistory
RHPRyman Hospitality Properties, Inc.COM1$105<0.1%+1NewHistory
Carnival Corp Ltd.14365C103ADR8$107<0.1%+8New–
NVRONevro CorpCOM11$116<0.1%+11NewHistory
NGNovagold Resources IncCOM NEW41$119<0.1%+41NewHistory
FUNDSprott Focus Trust Inc.COM16$121<0.1%+16NewHistory
PGENPrecigen, Inc.COM93$123<0.1%+93NewHistory
RCMR1 RCM Inc.COM10$123<0.1%+10NewHistory
ADTADT Inc.COM19$124<0.1%+19NewHistory
Lithium Americas Argentina Cor Com Shs53681K100Stock25$127<0.1%−653−96.3%Reduced–
FIGSFIGS, Inc.CL A25$128<0.1%00.0%UnchangedHistory
RKTRocket Companies, Inc.Stock11$135<0.1%+11NewHistory
IOTSamsara Inc.Stock4$140<0.1%+4NewHistory
LEN.BLennar CorpCL B1$140<0.1%00.0%UnchangedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS11$144<0.1%+11NewHistory
PENGPenguin Solutions, Inc.SHS8$147<0.1%+6+300.0%AddedHistory
LPROOpen Lending CorpCOM30$153<0.1%+30NewHistory
WKWorkiva IncCOM CL A2$158<0.1%−38−95.0%ReducedHistory
UTZUtz Brands, Inc.COM CL A9$162<0.1%+9NewHistory
NAVINavient CorpCOM11$165<0.1%00.0%UnchangedHistory
FOURShift4 Payments, Inc.CL A3$174<0.1%+3NewHistory
LITELumentum Holdings Inc.COM4$175<0.1%+4NewHistory
SITMSITIME CorpCOM2$178<0.1%+2NewHistory
INFAInformatica Inc.COM CL A6$186<0.1%+6NewHistory
SHCSotera Health CoCOM17$190<0.1%−165−90.7%ReducedHistory
AFYAAfya LtdCL A COM11$190<0.1%+11NewHistory

Sold out since Q4 2023 (147)

Positions held at the end of Q4 2023 that are gone from this filing.

The largest 100 of 147 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
iShares Inc46434G822MSCI JAPAN ETF5,228$335.3K<0.1%–
iShares Inc464286764MSCI SPAIN ETF3,972$121.6K<0.1%–
SRCSpirit Realty Capital, Inc.COM NEW2,178$95.2K<0.1%History
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF737$81.2K<0.1%–
MDCSekisui House U.S., Inc.COM824$45.5K<0.1%History
Vanguard World FD921910709EXTENDED DUR381$30.9K<0.1%–
KRTXKaruna Therapeutics, Inc.COM88$27.9K<0.1%History
SPDR Series Trust78464A789ST STR SP INS500$22.6K<0.1%–
CBAYCymaBay Therapeutics, Inc.COM786$18.6K<0.1%History
Natura &CO Hldg S A63884N108ADS2,468$16.9K<0.1%–
RPT Realty74971D101SH BEN INT1,273$16.3K<0.1%–
Unified Ser Tr90470L527ONEASCENT LARGE583$14.5K<0.1%–
DISHDISH Network CORPCL A2,494$14.4K<0.1%History
ICFIICF International, Inc.Stock100$13.4K<0.1%History
Healthpeak Properties, Inc.71943U104COM1,003$13.3K<0.1%–
LTHMLivent Corp.COM670$12.0K<0.1%History
WNS Hldgs Ltd92932M101SPON ADR182$11.5K<0.1%–
SKWDSkyward Specialty Insurance Group, Inc.COM320$10.8K<0.1%History
KREFKKR Real Estate Finance Trust Inc.COM771$10.2K<0.1%History
iShares Tr464288752US HOME CONS ETF93$9.49K<0.1%–
PLURPluri Inc.COM16,000$9.27K<0.1%History
Schwab Fundamental Emerging Markets Equity ETF808524730ETF329$8.93K<0.1%–
IMGNImmunoGen, Inc.COM300$8.89K<0.1%History
SEI Exchange Traded Funds81589A403QIM US LARGE VOL337$8.72K<0.1%–
DRSLeonardo DRS, Inc.Stock430$8.62K<0.1%History
DCHDauch CorpCOM978$8.62K<0.1%History
PCRXPacira BioSciences, Inc.COM247$8.33K<0.1%History
iShares Tr464288687PFD AND INCM SEC254$7.94K<0.1%–
STAGSTAG Industrial, Inc.COM190$7.46K<0.1%History
SNSharkNinja, Inc.COM SHS140$7.16K<0.1%History
iShares Tr464288612INTRM GOV CR ETF65$6.82K<0.1%–
VSHVishay Intertechnology IncCOM277$6.64K<0.1%History
CLSCelestica IncSUB VTG SHS226$6.62K<0.1%History
ROADConstruction Partners, Inc.COM CL A150$6.53K<0.1%History
WOOFPetco Health & Wellness Company, Inc.CL A COM2,007$6.34K<0.1%History
JAMFJamf Holding Corp.COM328$5.92K<0.1%History
VRNAVerona Pharma plcSPONSORED ADS295$5.87K<0.1%History
SFLSFL Corp Ltd.SHS505$5.70K<0.1%History
CRDOCredo Technology Group Holding LtdStock250$4.87K<0.1%History
SPLKSplunk IncCOM31$4.72K<0.1%History
PACBPacific Biosciences of California, Inc.COM465$4.56K<0.1%History
RLGTRadiant Logistics, IncCOM648$4.30K<0.1%History
PRVAPrivia Health Group, Inc.COM181$4.17K<0.1%History
Niocorp Developments Ltd654484104COM1,273$4.06K<0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT198$3.78K<0.1%–
AMPHAmphastar Pharmaceuticals, Inc.COM60$3.71K<0.1%History
ARAntero Resources CorpCOM152$3.45K<0.1%History
Bloom Energy Corp093712AH0NOTE 2.500% 8/13,000$3.42K<0.1%–
ADAMAdamas Trust, Inc.COM386$3.29K<0.1%History
iShares 1-10 Year U.S. Aggregate Bond ETF464288596ETF31$3.22K<0.1%–
iShares Tr464288166AGENCY BOND ETF30$3.21K<0.1%–
QGENQiagen N.V.SHS NEW65$2.82K<0.1%History
IVRInvesco Mortgage Capital Inc.COM306$2.71K<0.1%History
MicroStrategy Inc594972AE1NOTE 2/13,000$2.60K<0.1%–
Textainer Group Holdings LtdG8766E109SHS52$2.56K<0.1%–
MRTXMirati Therapeutics, Inc.COM42$2.47K<0.1%History
iShares Tr46435G250HIGH YLD SYSTM B53$2.45K<0.1%–
RCKTRocket Pharmaceuticals, Inc.COM80$2.40K<0.1%History
CMBMFCambium Networks CorpSHS388$2.33K<0.1%History
FLYYSpirit Aviation Holdings, Inc.COM140$2.29K<0.1%History
CNSCohen & Steers, Inc.COM30$2.27K<0.1%History
XNCRXencor IncCOM103$2.19K<0.1%History
RCUSArcus Biosciences, Inc.COM108$2.06K<0.1%History
ECPGEncore Capital Group IncCOM40$2.03K<0.1%History
REPLReplimune Group, Inc.COM240$2.02K<0.1%History
CATCCambridge BancorpCOM29$2.01K<0.1%History
PRLBProto Labs IncCOM50$1.95K<0.1%History
TUPTupperware Brands CorpCOM852$1.70K<0.1%History
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF35$1.63K<0.1%–
iShares Tr46435G334MSCI UK ETF NEW49$1.62K<0.1%–
JOUTJohnson Outdoors IncCL A30$1.60K<0.1%History
ZHZhihu Inc.ADS1,710$1.60K<0.1%History
UNFIUnited Natural Foods IncCOM98$1.59K<0.1%History
iShares Tr464288521CRE U S REIT ETF29$1.57K<0.1%–
ALHCAlignment Healthcare, Inc.COM180$1.55K<0.1%History
Vanguard Intl Equity Index F922042676GLB EX US ETF36$1.53K<0.1%–
MDRXVeradigm Inc.COM146$1.53K<0.1%History
Schwab Fundamental U.S. Large Company ETF808524771ETF24$1.49K<0.1%–
OPIOffice Properties Income TrustCOM SHS BEN INT199$1.46K<0.1%History
First Tr Energy Income & Gro33738G104COM100$1.45K<0.1%–
KIDSOrthopediatrics CorpCOM44$1.43K<0.1%History
VREXVarex Imaging CorpCOM69$1.42K<0.1%History
QTWOQ2 Holdings, Inc.COM32$1.39K<0.1%History
STKSONE Group Hospitality, Inc.COM227$1.39K<0.1%History
IMKTAIngles Markets IncCL A16$1.38K<0.1%History
iShares Tr46434V274INTL EQTY FACTOR47$1.32K<0.1%–
ERASErasca, Inc.COM610$1.30K<0.1%History
WINAWinmark CorpCOM3$1.25K<0.1%History
Schwab Fundamental International Small Equity ETF808524748ETF35$1.22K<0.1%–
YOUClear Secure, Inc.COM CL A59$1.22K<0.1%History
Fidelity Covington Trust316092303CONSMR STAPLES26$1.16K<0.1%–
GORVLazydays Holdings, Inc.COM164$1.16K<0.1%History
MBUUMalibu Boats, Inc.COM CL A20$1.10K<0.1%History
AFCGAdvanced Flower Capital Inc.COM90$1.08K<0.1%History
THRXTheseus Pharmaceuticals, Inc.COM267$1.08K<0.1%History
PLRXPliant Therapeutics, Inc.COM59$1.07K<0.1%History
TCSContainer Store Group, Inc.COM466$1.06K<0.1%History
PRMPerimeter Solutions, Inc.COMMON STOCK218$1.00K<0.1%History
CPECallon Petroleum CoCOM30$972<0.1%History
VTYXVentyx Biosciences, Inc.COM382$944<0.1%History