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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
Jacob FDS Inc469785703FORWARD ETF100$953<0.1%00.0%Unchanged–
CRVLCorvel CorpCOM4$955<0.1%00.0%UnchangedHistory
BCOVBrightcove IncCOM538$958<0.1%−1,300−70.7%ReducedHistory
ETDEthan Allen Interiors IncCOM34$960<0.1%00.0%UnchangedHistory
MMSIMerit Medical Systems IncCOM13$963<0.1%00.0%UnchangedHistory
LAZLazard, Inc.COM25$963<0.1%+11+78.6%AddedHistory
NFBKNorthfield Bancorp, Inc.COM116$967<0.1%+59+103.5%AddedHistory
iShares Tr464289867CORE 60 BALA ETF18$968<0.1%+18New–
CCUUnited Breweries Co IncSPONSORED ADR80$968<0.1%+80NewHistory
DINDine Brands Global, Inc.COM22$970<0.1%+13+144.4%AddedHistory
SUMSummit Materials, Inc.CL A25$972<0.1%−283−91.9%ReducedHistory
CNNECannae Holdings, Inc.COM50$973<0.1%00.0%UnchangedHistory
DAOYoudao, Inc.SPONSORED ADS280$980<0.1%+280NewHistory
BFSSaul Centers, Inc.COM27$983<0.1%+13+92.9%AddedHistory
MBIMbia IncCOM157$988<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$991<0.1%00.0%Unchanged–
Tidal ETF Tr886364306SOFI NEXT 50075$991<0.1%+75New–
NFENew Fortress Energy Inc.COM CL A38$996<0.1%−39−50.6%ReducedHistory
GDOTGreen Dot CorpCL A114$998<0.1%−33−22.4%ReducedHistory
OPADOfferpad Solutions Inc.COM CL A129$1.00K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM75$1.00K<0.1%+37+97.4%AddedHistory
LIVNLivaNova PLCSHS18$1.00K<0.1%+16+800.0%AddedHistory
GTLSChart Industries IncCOM7$1.01K<0.1%−40−85.1%ReducedHistory
CSANCosan S.A.ADS91$1.01K<0.1%−167−64.7%ReducedHistory
MWAMueller Water Products, Inc.COM SER A64$1.01K<0.1%−16−20.0%ReducedHistory
BEAMBeam Therapeutics Inc.COM48$1.02K<0.1%+48NewHistory
AMNAmn Healthcare Services IncCOM17$1.02K<0.1%−3−15.0%ReducedHistory
TIPTTiptree Inc.COM64$1.02K<0.1%00.0%UnchangedHistory
EVAEnviva, LLCCOM2,000$1.02K<0.1%+1,600+400.0%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW81$1.02K<0.1%00.0%UnchangedHistory
FPIFarmland Partners Inc.COM95$1.02K<0.1%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A492$1.02K<0.1%00.0%UnchangedHistory
ENICEnel Chile S.A.SPONSORED ADR348$1.03K<0.1%−181−34.2%ReducedHistory
VTOLBristow Group Inc.COM39$1.03K<0.1%00.0%UnchangedHistory
CACCCredit Acceptance CorpCOM2$1.03K<0.1%+1+100.0%AddedHistory
CACCamden National CorpCOM33$1.03K<0.1%00.0%UnchangedHistory
ROICRetail Opportunity Investments CorpCOM84$1.03K<0.1%+41+95.3%AddedHistory
CRCTCricut, Inc.COM CL A194$1.03K<0.1%+194NewHistory
VRRMVerra Mobility CorpCL A COM STK44$1.04K<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.04K<0.1%+19New–
DHILDiamond Hill Investment Group IncCOM NEW7$1.04K<0.1%00.0%UnchangedHistory
KLRSKalaris Therapeutics, Inc.COM1,329$1.06K<0.1%+1,329NewHistory
SABRSabre CorpCOM369$1.06K<0.1%−549−59.8%ReducedHistory
AWRAmerican States Water CoCOM15$1.06K<0.1%−49−76.6%ReducedHistory
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1.07K<0.1%+20New–
FRMEFirst Merchants CorpCOM32$1.07K<0.1%+14+77.8%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM23$1.07K<0.1%+23NewHistory
LFSTLifeStance Health Group, Inc.COM175$1.08K<0.1%+20+12.9%AddedHistory
VSTOVista Outdoor Inc.COM31$1.09K<0.1%00.0%UnchangedHistory
ATMUAtmus Filtration Technologies Inc.COM36$1.09K<0.1%+36NewHistory
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.10K<0.1%+57New–
JRVRJames River Group Holdings, Inc.COM124$1.10K<0.1%+31+33.3%AddedHistory
OCFCOceanfirst Financial CorpCOM75$1.11K<0.1%00.0%UnchangedHistory
HUYAHUYA Inc.ADS REP SHS A250$1.12K<0.1%+250NewHistory
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1.12K<0.1%+1,546+849.5%Added–
BRSPBrightSpire Capital, Inc.COM CL A180$1.13K<0.1%00.0%UnchangedHistory
APPFAppfolio IncCOM CL A5$1.13K<0.1%+5NewHistory
TRNOTerreno Realty CorpCOM21$1.14K<0.1%−103−83.1%ReducedHistory
MYDBlackRock Muniyield Fund, Inc.COM109$1.14K<0.1%+109NewHistory
BOXBox IncCL A44$1.14K<0.1%+3+7.3%AddedHistory
AVNTAvient CorpCOM27$1.15K<0.1%+27NewHistory
PCVXVaxcyte, Inc.COM19$1.15K<0.1%−175−90.2%ReducedHistory
FRPHFRP Holdings, Inc.COM38$1.15K<0.1%+19+100.0%AddedHistory
SANASana Biotechnology, Inc.COM129$1.16K<0.1%00.0%UnchangedHistory
BILIBilibili Inc.SPONS ADS REP Z92$1.16K<0.1%−183−66.5%ReducedHistory
MLABMesa Laboratories IncCOM11$1.17K<0.1%−36−76.6%ReducedHistory
CUBECubeSmartREIT29$1.17K<0.1%00.0%UnchangedHistory
ODCOil-Dri Corp of AmericaCOM17$1.18K<0.1%00.0%UnchangedHistory
PRFTPerficient IncCOM25$1.18K<0.1%00.0%UnchangedHistory
MXLMaxlinear, IncCOM57$1.19K<0.1%+6+11.8%AddedHistory
RDUSRadius Recycling, Inc.CL A68$1.19K<0.1%+68NewHistory
DCODucommun IncCOM22$1.19K<0.1%00.0%UnchangedHistory
WHDCactus, Inc.CL A24$1.19K<0.1%−165−87.3%ReducedHistory
BRXBrixmor Property Group Inc.COM54$1.19K<0.1%−36−40.0%ReducedHistory
KCKingsoft Cloud Holdings LtdADS391$1.20K<0.1%+134+52.1%AddedHistory
HAYNHaynes International IncCOM NEW20$1.20K<0.1%00.0%UnchangedHistory
HRMYHarmony Biosciences Holdings, Inc.COM39$1.21K<0.1%00.0%UnchangedHistory
HSIIHeidrick & Struggles International IncCOM41$1.21K<0.1%00.0%UnchangedHistory
MOMOHello Group Inc.ADS208$1.21K<0.1%+208NewHistory
OPKOpko Health, Inc.COM1,000$1.22K<0.1%+334+50.2%AddedHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.22K<0.1%00.0%Unchanged–
PFGCPerformance Food Group CoCOM18$1.22K<0.1%00.0%UnchangedHistory
PJTPJT Partners Inc.COM CL A13$1.23K<0.1%+2+18.2%AddedHistory
HAINHain Celestial Group IncCOM200$1.23K<0.1%−537−72.9%ReducedHistory
OSKOshkosh CorpCOM11$1.24K<0.1%+8+266.7%AddedHistory
RHRHCOM5$1.24K<0.1%−6−54.5%ReducedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1.25K<0.1%−26−66.7%Reduced–
SKINSkinHealth Systems Inc.COM CL A388$1.25K<0.1%+167+75.6%AddedHistory
CHEFChefs' Warehouse, Inc.COM38$1.26K<0.1%00.0%UnchangedHistory
AMBPArdagh Metal Packaging S.A.SHS319$1.26K<0.1%+121+61.1%AddedHistory
KELYAKelly Services IncCL A55$1.26K<0.1%00.0%UnchangedHistory
EZPWEzcorp IncCL A NON VTG115$1.26K<0.1%00.0%UnchangedHistory
HQYHealthequity, Inc.COM16$1.26K<0.1%−30−65.2%ReducedHistory
HTLFHeartland Financial USA IncCOM30$1.26K<0.1%+30NewHistory
SWXSouthwest Gas Holdings, Inc.COM17$1.27K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.27K<0.1%00.0%Unchanged–
PRPermian Resources CorpCLASS A COM76$1.27K<0.1%−805−91.4%ReducedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN23$1.27K<0.1%−13−36.1%Reduced–
TIGRUP Fintech Holding LtdSPONSORED ADS361$1.27K<0.1%+361NewHistory
STNEStoneCo Ltd.COM83$1.29K<0.1%+83NewHistory

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