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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
HCSGHealthcare Services Group IncCOM777$8.25K<0.1%−334−30.1%ReducedHistory
ITGRInteger Holdings CorpCOM74$8.26K<0.1%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM476$8.27K<0.1%+99+26.3%AddedHistory
RELYRemitly Global, Inc.COM464$8.27K<0.1%+444+2,220.0%AddedHistory
JBSSSanfilippo John B & Son IncCOM83$8.28K<0.1%00.0%UnchangedHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL163$8.28K<0.1%+163New–
iShares Tr464287184CHINA LG-CAP ETF325$8.28K<0.1%00.0%Unchanged–
NOVTNovanta IncCOM53$8.30K<0.1%−32−37.6%ReducedHistory
HAHawaiian Holdings IncCOM655$8.32K<0.1%+71+12.2%AddedHistory
WTSWatts Water Technologies IncCL A42$8.34K<0.1%+28+200.0%AddedHistory
SUISun Communities IncCOM75$8.35K<0.1%+31+70.5%AddedHistory
CPKChesapeake Utilities CorpCOM79$8.36K<0.1%+22+38.6%AddedHistory
OMCLOmnicell, Inc.COM312$8.37K<0.1%+47+17.7%AddedHistory
MDPediatrix Medical Group, Inc.COM945$8.38K<0.1%+108+12.9%AddedHistory
iShares Tr46435U366SELF DRIVNG EV283$8.38K<0.1%+283New–
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8.39K<0.1%00.0%UnchangedHistory
BLCOBausch & Lomb CorpCOMMON SHARES578$8.40K<0.1%+515+817.5%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF45$8.43K<0.1%+45New–
HSICHenry Schein IncCOM122$8.45K<0.1%+8+7.0%AddedHistory
SXCSunCoke Energy, Inc.COM820$8.45K<0.1%−77−8.6%ReducedHistory
AAAlcoa CorpStock241$8.47K<0.1%+82+51.6%AddedHistory
INSTInstructure Holdings, Inc.COM445$8.51K<0.1%+369+485.5%AddedHistory
BEPCBrookfield Renewable CorpCL A SUB VTG367$8.52K<0.1%−227−38.2%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS566$8.56K<0.1%+288+103.6%AddedHistory
AKRAcadia Realty TrustCOM SH BEN INT497$8.59K<0.1%00.0%UnchangedHistory
NENoble Corp plcORD SHS A194$8.61K<0.1%+194NewHistory
NTNXNutanix, Inc.Stock142$8.62K<0.1%+142NewHistory
MLKNMillerknoll, Inc.COM339$8.62K<0.1%00.0%UnchangedHistory
FSSFederal Signal CorpCOM106$8.62K<0.1%+56+112.0%AddedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK691$8.63K<0.1%00.0%UnchangedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD361$8.65K<0.1%−128−26.2%Reduced–
QSRRestaurant Brands International Inc.COM114$8.66K<0.1%+11+10.7%AddedHistory
INVAInnoviva, Inc.COM574$8.67K<0.1%00.0%UnchangedHistory
USFDUS Foods Holding Corp.COM173$8.68K<0.1%+126+268.1%AddedHistory
FISIFinancial Institutions IncCOM505$8.70K<0.1%00.0%UnchangedHistory
JLSNuveen Mortgage & Income FundCOM500$8.71K<0.1%00.0%UnchangedHistory
UGPUltrapar Holdings IncSP ADR REP COM1,737$8.72K<0.1%+1,607+1,236.2%AddedHistory
NINisource Inc.COM313$8.72K<0.1%−63−16.8%ReducedHistory
CERTCertara, Inc.COM510$8.73K<0.1%+453+794.7%AddedHistory
CENXCentury Aluminum CoCOM503$8.73K<0.1%00.0%UnchangedHistory
ALLYAlly Financial Inc.Stock228$8.74K<0.1%+86+60.6%AddedHistory
GMEDGlobus Medical IncStock177$8.81K<0.1%+43+32.1%AddedHistory
SLVMSylvamo CorpCOMMON STOCK141$8.81K<0.1%00.0%UnchangedHistory
ICUIIcu Medical IncCOM90$8.81K<0.1%−45−33.3%ReducedHistory
ANAutonation, Inc.COM55$8.86K<0.1%−31−36.0%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM51$8.87K<0.1%00.0%UnchangedHistory
iShares Tr4642874407-10 YR TRSY BD97$8.87K<0.1%+1+1.0%Added–
DANDANA IncCOM714$8.88K<0.1%00.0%UnchangedHistory
MMSMaximus, Inc.COM111$8.91K<0.1%+103+1,287.5%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW243$8.92K<0.1%−10−4.0%ReducedHistory
BFHBread Financial Holdings, Inc.COM242$8.93K<0.1%+14+6.1%AddedHistory
KWRQuaker Chemical CorpCOM48$8.95K<0.1%+48NewHistory
NEUNewmarket CorpCOM17$8.97K<0.1%+11+183.3%AddedHistory
RXORXO, Inc.COMMON STOCK475$8.98K<0.1%00.0%UnchangedHistory
FBINFortune Brands Innovations, Inc.COM123$8.99K<0.1%+100+434.8%AddedHistory
CVBFCVB Financial CorpCOM551$9.00K<0.1%+428+348.0%AddedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF190$9.01K<0.1%+4+2.2%Added–
GOLFAcushnet Holdings Corp.COM148$9.03K<0.1%+121+448.1%AddedHistory
OFGOfg BancorpCOM250$9.03K<0.1%+25+11.1%AddedHistory
MIDDMIDDLEBY CorpCOM65$9.03K<0.1%−17−20.7%ReducedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,625$9.04K<0.1%+1,349+488.8%AddedHistory
CPAYCorpay, Inc.COM SHS30$9.06K<0.1%−1−3.2%ReducedHistory
CVICVR Energy IncCOM299$9.08K<0.1%00.0%UnchangedHistory
SPBSpectrum Brands Holdings, Inc.COM111$9.09K<0.1%+1+0.9%AddedHistory
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR584$9.13K<0.1%00.0%UnchangedHistory
MYGNMyriad Genetics IncCOM468$9.16K<0.1%+5+1.1%AddedHistory
RAMPLiveRamp Holdings, Inc.COM286$9.18K<0.1%+6+2.1%AddedHistory
Paramount Global92556H206CL B807$9.19K<0.1%−262−24.5%Reduced–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW143$9.20K<0.1%+143New–
Goldman Sachs ETF Tr38149W788CMN301$9.23K<0.1%+301New–
HOODRobinhood Markets, Inc.Stock561$9.25K<0.1%−1,239−68.8%ReducedHistory
FHBFirst Hawaiian, Inc.COM441$9.30K<0.1%+110+33.2%AddedHistory
FIVNFive9, Inc.COM162$9.33K<0.1%+4+2.5%AddedHistory
DNOWDNOW Inc.COM663$9.36K<0.1%−50−7.0%ReducedHistory
OPLNOPENLANE, Inc.COM545$9.36K<0.1%00.0%UnchangedHistory
CRUSCirrus Logic, Inc.Stock106$9.39K<0.1%+4+3.9%AddedHistory
MBLYMobileye Global Inc.Stock341$9.39K<0.1%+287+531.5%AddedHistory
FCNFti Consulting, IncCOM44$9.41K<0.1%+5+12.8%AddedHistory
OBDCBlue Owl Capital CorpCOM592$9.41K<0.1%−210−26.2%ReducedHistory
FYBRFrontier Communications Parent, Inc.COM408$9.44K<0.1%+89+27.9%AddedHistory
PEGAPegasystems IncCOM159$9.45K<0.1%−8−4.8%ReducedHistory
BRKLBrookline Bancorp IncCOM1,139$9.45K<0.1%00.0%UnchangedHistory
GENGen Digital Inc.Stock470$9.46K<0.1%+193+69.7%AddedHistory
ATKRAtkore Inc.COM54$9.47K<0.1%−14−20.6%ReducedHistory
BANCBanc of California, Inc.COM692$9.47K<0.1%00.0%UnchangedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW533$9.50K<0.1%−29−5.2%ReducedHistory
Silvercrest Metals Inc828363101COM1,164$9.51K<0.1%+1,164New–
VREVeris Residential, Inc.COM662$9.54K<0.1%00.0%UnchangedHistory
Sprott ETF Trust85210B201JR GOLD MINERS E300$9.54K<0.1%00.0%Unchanged–
NWSNews CorpCL B389$9.55K<0.1%+228+141.6%AddedHistory
Fidelity MSCI Energy Index ETF316092402ETF373$9.56K<0.1%00.0%Unchanged–
FWRDForward Air CorpCOM435$9.58K<0.1%+387+806.3%AddedHistory
SPDR Series Trust78464A607ST STR DOW REIT110$9.61K<0.1%00.0%Unchanged–
American Centy ETF Tr025072349US LARGE CAP VLU158$9.64K<0.1%+158New–
FSMFortuna Mining Corp.COM2,125$9.65K<0.1%+2,125NewHistory
GTLBGitlab Inc.CLASS A COM184$9.65K<0.1%+184NewHistory
GTMZoomInfo Technologies Inc.Stock609$9.66K<0.1%−338−35.7%ReducedHistory
COURCoursera, Inc.COM946$9.67K<0.1%+119+14.4%AddedHistory
WGOWinnebago Industries IncCOM157$9.67K<0.1%+100+175.4%AddedHistory
IBTXIndependent Bank Group, Inc.COM261$9.72K<0.1%+8+3.2%AddedHistory

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