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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
BPMCBlueprint Medicines CorpCOM21$1.92K<0.1%00.0%UnchangedHistory
KMTKennametal IncCOM82$1.93K<0.1%+82NewHistory
VTSVitesse Energy, Inc.COMMON STOCK87$1.93K<0.1%00.0%UnchangedHistory
EFCEllington Financial Inc.COM169$1.93K<0.1%−101−37.4%ReducedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM19$1.94K<0.1%−35−64.8%ReducedHistory
VSXYVictoria's Secret & Co.COMMON STOCK110$1.94K<0.1%−150−57.7%ReducedHistory
CAMTCamtek LtdORD24$1.94K<0.1%+2+9.1%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS35$1.94K<0.1%00.0%UnchangedHistory
HHHHoward Hughes Holdings Inc.COM30$1.95K<0.1%+30NewHistory
DMLPDorchester Minerals, L.P.COM UNIT61$1.97K<0.1%+61NewHistory
EBCEastern Bankshares, Inc.COM157$1.97K<0.1%+157NewHistory
BBIOBridgeBio Pharma, Inc.COM77$1.97K<0.1%−78−50.3%ReducedHistory
BRSLBrightstar Lottery PLCSHS USD100$1.97K<0.1%00.0%UnchangedHistory
RXSTRxSight, Inc.COM38$1.98K<0.1%00.0%UnchangedHistory
EPCEdgewell Personal Care CoCOM53$1.99K<0.1%+11+26.2%AddedHistory
SFStifel Financial CorpCOM25$2.00K<0.1%00.0%UnchangedHistory
MPMP Materials Corp.COM CL A125$2.00K<0.1%−418−77.0%ReducedHistory
ONCBeOne Medicines Ltd.ADR13$2.00K<0.1%−4−23.5%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM120$2.01K<0.1%+98+445.5%AddedHistory
INGNInogen IncCOM298$2.03K<0.1%00.0%UnchangedHistory
SONSonoco Products CoCOM36$2.03K<0.1%+7+24.1%AddedHistory
UECUranium Energy CorpCOM302$2.04K<0.1%00.0%UnchangedHistory
BROSDutch Bros Inc.CL A73$2.06K<0.1%−39−34.8%ReducedHistory
TDOCTeladoc Health, Inc.COM162$2.07K<0.1%−212−56.7%ReducedHistory
MHKMohawk Industries IncCOM18$2.08K<0.1%00.0%UnchangedHistory
TREELendingTree, Inc.COM43$2.08K<0.1%00.0%UnchangedHistory
NKTXNkarta, Inc.COM312$2.08K<0.1%00.0%UnchangedHistory
CIVBCivista Bancshares, Inc.COM NO PAR146$2.08K<0.1%+146NewHistory
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2.09K<0.1%00.0%Unchanged–
Etfis Ser Tr I26923G707VIRTUS NEWFLEET95$2.09K<0.1%+95New–
LGNDLigand Pharmaceuticals IncCOM NEW30$2.10K<0.1%+21+233.3%AddedHistory
CLBCore Laboratories Inc.COM133$2.10K<0.1%+31+30.4%AddedHistory
STNGScorpio Tankers Inc.SHS30$2.11K<0.1%−90−75.0%ReducedHistory
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2.11K<0.1%+103New–
STAAStaar Surgical CoCOM PAR $0.0146$2.11K<0.1%−14−23.3%ReducedHistory
EVBGEverbridge, Inc.COM61$2.12K<0.1%00.0%UnchangedHistory
ACMAecomCOM23$2.12K<0.1%−5−17.9%ReducedHistory
MTZMastec IncCOM24$2.13K<0.1%+7+41.2%AddedHistory
FLWS1 800 Flowers Com IncCL A235$2.13K<0.1%00.0%UnchangedHistory
DOCNDigitalOcean Holdings, Inc.COM65$2.14K<0.1%−36−35.6%ReducedHistory
ABMAbm Industries IncCOM49$2.14K<0.1%+11+28.9%AddedHistory
KRYSKrystal Biotech, Inc.COM14$2.14K<0.1%+14NewHistory
AHCOAdaptHealth Corp.COMMON STOCK218$2.15K<0.1%−39−15.2%ReducedHistory
AMRCAmeresco, Inc.CL A103$2.16K<0.1%+103NewHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2.16K<0.1%+62New–
IESCIES Holdings, Inc.COM16$2.16K<0.1%00.0%UnchangedHistory
BHCBausch Health Companies Inc.Stock248$2.17K<0.1%+248NewHistory
HBNCHorizon Bancorp IncCOM190$2.18K<0.1%00.0%UnchangedHistory
FROFrontline plcCOM93$2.18K<0.1%+68+272.0%AddedHistory
INOInovio Pharmaceuticals, Inc.COM SHS191$2.19K<0.1%−1−0.7%ReducedConverted for a 1-for-12 splitHistory
ARWRArrowhead Pharmaceuticals, Inc.COM97$2.19K<0.1%−32−24.8%ReducedHistory
CRNCCerence Inc.COM242$2.21K<0.1%+139+135.0%AddedHistory
WNEBWestern New England Bancorp, Inc.COM365$2.21K<0.1%00.0%UnchangedHistory
UCOProShares Trust IIULTA BLMBG 201767$2.21K<0.1%00.0%UnchangedHistory
APPNAppian CorpCL A59$2.21K<0.1%−67−53.2%ReducedHistory
CHXChampionX CorpCOM66$2.22K<0.1%−15−18.5%ReducedHistory
ALTMArcadium Lithium plcStock504$2.22K<0.1%+504NewHistory
THRMGentherm IncCOM44$2.23K<0.1%+36+450.0%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS259$2.23K<0.1%−130−33.4%ReducedHistory
FLUTFlutter Entertainment plcSHS12$2.23K<0.1%+12NewHistory
Dimensional ETF Trust25434V104US CORE EQT MKT64$2.24K<0.1%+55+611.1%Added–
Advisorshares Tr00768Y453PURE US CANN ETF199$2.24K<0.1%+199New–
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2.24K<0.1%00.0%Unchanged–
NMRKNewmark Group, Inc.CL A236$2.26K<0.1%+21+9.8%AddedHistory
KNFKnife River CorpStock29$2.27K<0.1%−149−83.7%ReducedHistory
AVOMission Produce, Inc.COM200$2.27K<0.1%00.0%UnchangedHistory
LEGNLegend Biotech CorpSPONSORED ADS52$2.27K<0.1%+27+108.0%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A1,356$2.29K<0.1%+1,356NewHistory
PAGPenske Automotive Group, Inc.COM15$2.29K<0.1%−1−6.3%ReducedHistory
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2.29K<0.1%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM992$2.30K<0.1%+992NewHistory
CNMCore & Main, Inc.CL A41$2.31K<0.1%+41NewHistory
ESGREnstar Group LTDSHS8$2.32K<0.1%+8NewHistory
BRBSBlue Ridge Bankshares, Inc.COM931$2.33K<0.1%00.0%UnchangedHistory
PRIPrimerica, Inc.Stock11$2.33K<0.1%+8+266.7%AddedHistory
QNSTQuinstreet, IncCOM131$2.37K<0.1%00.0%UnchangedHistory
INSMINSMED IncCOM PAR $.0196$2.37K<0.1%00.0%UnchangedHistory
ADTNADTRAN Holdings, Inc.COM543$2.38K<0.1%+543NewHistory
VRNTVerint Systems IncCOM79$2.39K<0.1%00.0%UnchangedHistory
OZKBank OZKCOM54$2.41K<0.1%+28+107.7%AddedHistory
YELPYelp IncCL A60$2.42K<0.1%+24+66.7%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2.44K<0.1%−215−86.0%Reduced–
ZLABZai Lab LtdADR156$2.46K<0.1%+156NewHistory
AZEKAZEK Co Inc.CL A54$2.46K<0.1%−66−55.0%ReducedHistory
MTUSMetallus Inc.COM120$2.47K<0.1%00.0%UnchangedHistory
AVDAmerican Vanguard CorpCOM217$2.47K<0.1%−392−64.4%ReducedHistory
BSACBanco Santander ChileSP ADR REP COM138$2.48K<0.1%00.0%UnchangedHistory
AVNSAvanos Medical, Inc.Stock138$2.50K<0.1%−80−36.7%ReducedHistory
ROIVRoivant Sciences Ltd.SHS229$2.50K<0.1%+132+136.1%AddedHistory
IONQIonQ, Inc.COM293$2.50K<0.1%00.0%UnchangedHistory
VOXXVOXX International CorpCL A425$2.51K<0.1%−350−45.2%ReducedHistory
NTGRNetgear, Inc.COM170$2.51K<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.52K<0.1%+100New–
ZGNErmenegildo Zegna N.V.ORD SHS209$2.57K<0.1%+209NewHistory
TEXTerex CorpStock46$2.58K<0.1%+19+70.4%AddedHistory
PGNYProgyny, Inc.COM81$2.60K<0.1%+6+8.0%AddedHistory
PCORProcore Technologies, Inc.COM38$2.60K<0.1%−109−74.1%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR34$2.62K<0.1%+7+25.9%AddedHistory
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2.62K<0.1%00.0%Unchanged–
BEBloom Energy CorpCOM CL A236$2.63K<0.1%+62+35.6%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