Skip to main content
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
CYRXCryoport, Inc.COM PAR $0.00112$194<0.1%+12NewHistory
VCYTVeracyte, Inc.COM10$196<0.1%−52−83.9%ReducedHistory
UCTTUltra Clean Holdings, Inc.COM5$209<0.1%+5NewHistory
HMYHarmony Gold Mining Co LtdADR25$214<0.1%+25NewHistory
VRNSVaronis Systems IncCOM5$219<0.1%−145−96.7%ReducedHistory
WWRWestwater Resources, Inc.COM NEW500$222<0.1%00.0%UnchangedHistory
RPAYRepay Holdings CorpCOM CL A22$224<0.1%+22NewHistory
FRFirst Industrial Realty Trust IncCOM5$227<0.1%+5NewHistory
EVRIEveri Holdings Inc.COM28$229<0.1%+25+833.3%AddedHistory
BLBlackline, Inc.COM4$232<0.1%−15−78.9%ReducedHistory
DAVAEndava plcADS8$232<0.1%+8NewHistory
GTXGarrett Motion Inc.Stock26$249<0.1%+26NewHistory
LYFTLyft, Inc.CL A COM16$250<0.1%+16NewHistory
ASIXAdvanSix Inc.COM10$253<0.1%+10NewHistory
STRSitio Royalties Corp.CLASS A COM11$256<0.1%+11NewHistory
NVAXNovavax IncCOM NEW60$260<0.1%00.0%UnchangedHistory
SIDNational Steel CoSPONSORED ADR97$261<0.1%−503−83.8%ReducedHistory
NNOXNano-X Imaging Ltd.ORD SHS30$269<0.1%+30NewHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF11$270<0.1%+11New–
LGIHLGI Homes, Inc.COM3$270<0.1%+3NewHistory
ONBOld National BancorpStock17$282<0.1%−1,053−98.4%ReducedHistory
Maxeon Solar Technologies LTY58473102SHS151$294<0.1%−93−38.1%Reduced–
VIRVir Biotechnology, Inc.COM35$296<0.1%+35NewHistory
AMTBAmerant Bancorp Inc.CL A14$303<0.1%+14NewHistory
FIXComfort Systems USA IncCOM1$309<0.1%−34−97.1%ReducedHistory
CALYCallaway Golf CoCOM21$336<0.1%+20+2,000.0%AddedHistory
HAYWHayward Holdings, Inc.COM25$340<0.1%+25NewHistory
PIIPolaris Inc.Stock4$341<0.1%−90−95.7%ReducedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$348<0.1%+6New–
AZZAzz IncCOM5$358<0.1%+5NewHistory
UVVUniversal CorpCOM7$360<0.1%00.0%UnchangedHistory
ALKTAlkami Technology, Inc.Stock15$361<0.1%+15NewHistory
iShares Tr46434V696CORE MSCI PAC6$362<0.1%00.0%Unchanged–
MGNIMagnite, Inc.COM42$371<0.1%+42NewHistory
FRSHFreshworks Inc.Stock21$375<0.1%00.0%UnchangedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$378<0.1%00.0%Unchanged–
ZIMZIM Integrated Shipping Services Ltd.SHS29$384<0.1%+29NewHistory
HCPHashiCorp, Inc.COM CL A12$390<0.1%00.0%UnchangedHistory
LBRDKLiberty Broadband CorpCOM SER C8$398<0.1%−10−55.6%ReducedHistory
ALRMAlarm.com Holdings, Inc.COM6$400<0.1%+6NewHistory
FIZZNational Beverage CorpCOM9$401<0.1%−2−18.2%ReducedHistory
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$410<0.1%+27New–
MNKDMannkind CorpCOM NEW100$411<0.1%+100NewHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC9$412<0.1%−31,481−100.0%Reduced–
BCRXBiocryst Pharmaceuticals IncCOM100$413<0.1%00.0%UnchangedHistory
CLVTClarivate PLCORD SHS63$426<0.1%−339−84.3%ReducedHistory
ALGTAllegiant Travel COCOM8$436<0.1%−120−93.8%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF16$437<0.1%−19−54.3%Reduced–
AMWLAmerican Well CorpCL A862$440<0.1%−137−13.7%ReducedHistory
TBRGTruBridge, Inc.COM56$442<0.1%−23−29.1%ReducedHistory
DNMRDanimer Scientific, Inc.COM CL A591$443<0.1%+591NewHistory
AUBAtlantic Union Bankshares CorpCOM14$445<0.1%+14NewHistory
KRNTKornit Digital Ltd.SHS29$447<0.1%+29NewHistory
GTESGates Industrial Corp Ltd.ORD SHS26$458<0.1%+26NewHistory
AHTAshford Hospitality Trust IncCOM392$459<0.1%+167+74.2%AddedHistory
AMEDAmedisys IncCOM5$460<0.1%−6−54.5%ReducedHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT131$461<0.1%+131NewHistory
IRBTiRobot CorpCOM54$462<0.1%+30+125.0%AddedHistory
MHOM/I Homes, Inc.COM4$465<0.1%+4NewHistory
NVCRNovoCure LtdORD SHS38$465<0.1%+38NewHistory
AXNXAxonics, Inc.COM7$466<0.1%+7NewHistory
NVEENV5 Global, Inc.COM5$466<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$467<0.1%+10New–
DENNDENNY'S CorpCOM59$473<0.1%+59NewHistory
EQXEquinox Gold Corp.COM88$476<0.1%+88NewHistory
BLDPBallard Power Systems Inc.COM182$479<0.1%+182NewHistory
GPMTGranite Point Mortgage Trust Inc.COM STK112$480<0.1%+112NewHistory
VRMVroom, Inc.COM43$480<0.1%+43NewHistory
ELSEquity Lifestyle Properties IncCOM8$482<0.1%−7−46.7%ReducedHistory
KRNYKearny Financial Corp.COM90$486<0.1%+90NewHistory
ACVAACV Auctions Inc.COM CL A28$489<0.1%+28NewHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$490<0.1%+22NewHistory
CCCCCC Intelligent Solutions Holdings Inc.COM44$494<0.1%+44NewHistory
IHRTiHeartMedia, Inc.COM CL A236$496<0.1%+236NewHistory
AGYSAgilysys IncCOM6$498<0.1%+6NewHistory
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$499<0.1%+21New–
SBDSSolo Brands, Inc.COM CL A266$500<0.1%+266NewHistory
ALLKAllakos Inc.COM477$501<0.1%+477NewHistory
TNETTrinet Group, Inc.COM5$502<0.1%+5NewHistory
AMSFAmerisafe IncCOM11$502<0.1%+11NewHistory
AUPHAurinia Pharmaceuticals Inc.COM99$504<0.1%+99NewHistory
RMRegional Management Corp.COM20$504<0.1%+1+5.3%AddedHistory
WTBAWest Bancorporation IncCAP STK31$504<0.1%+31NewHistory
Exscientia PLC30223G102ADS102$505<0.1%+102New–
OPTUOptimum Communications, Inc.CL A263$508<0.1%+263NewHistory
WASHWashington Trust Bancorp IncCOM20$509<0.1%+20NewHistory
HFWAHeritage Financial CorpCOM29$514<0.1%+29NewHistory
BIGGQFormer BL Stores IncCOM146$514<0.1%+146NewHistory
SGMLSigma Lithium CorpStock36$517<0.1%−51−58.6%ReducedHistory
SBGISinclair, Inc.CL A42$517<0.1%00.0%UnchangedHistory
CHMICherry Hill Mortgage Investment CorpCOM151$519<0.1%−469−75.6%ReducedHistory
GRTSGritstone bio, Inc.COM649$519<0.1%00.0%UnchangedHistory
TWOU2U, LLCCOM2,091$519<0.1%+1,531+273.4%AddedHistory
FLLFull House Resorts IncCOM102$520<0.1%00.0%UnchangedHistory
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%+370NewHistory
NCNOnCino, Inc.COM18$525<0.1%+18NewHistory
CDPCopt Defense PropertiesREIT22$527<0.1%+22NewHistory
WWWW International, Inc.COM292$529<0.1%−234−44.5%ReducedHistory
iShares Tr464288257MSCI ACWI ETF5$531<0.1%00.0%Unchanged–
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%−25−14.3%ReducedHistory

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