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.
- Positions
- 2,900
- +263 vs. Q4 2023
- Portfolio value
- $1.27B
- +$180.3M (+16.5%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SLCAU.S. Silica Holdings, Inc. | COM | 227 | $3.50K | <0.1% | −36−13.7% | Reduced | History |
| HIBBHibbett Inc | COM | 41 | $3.54K | <0.1% | 00.0% | Unchanged | History |
| SRRKScholar Rock Holding Corp | COM | 242 | $3.55K | <0.1% | +242 | New | History |
| QGENQiagen N.V. | Stock | 84 | $3.56K | <0.1% | +84 | New | History |
| KLGWK Kellogg Co | COM | 153 | $3.57K | <0.1% | 00.0% | Unchanged | History |
| KGCKinross Gold Corp | COM | 554 | $3.57K | <0.1% | −4−0.7% | Reduced | History |
| WisdomTree Tr97717X784 | WSDM EMKTBD FD | 56 | $3.58K | <0.1% | 00.0% | Unchanged | – |
| MTNVail Resorts Inc | COM | 19 | $3.60K | <0.1% | +12+171.4% | Added | History |
| ALSNAllison Transmission Holdings Inc | Stock | 49 | $3.60K | <0.1% | +12+32.4% | Added | History |
| WHRWhirlpool Corp | Stock | 38 | $3.60K | <0.1% | −118−75.6% | Reduced | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 23 | $3.61K | <0.1% | +7+43.8% | Added | History |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 133 | $3.62K | <0.1% | 00.0% | Unchanged | – |
| ORAOrmat Technologies, Inc. | COM | 57 | $3.64K | <0.1% | +9+18.8% | Added | History |
| GFIGold Fields Ltd | SPONSORED ADR | 225 | $3.64K | <0.1% | +172+324.5% | Added | History |
| CPRICapri Holdings Ltd | SHS | 103 | $3.65K | <0.1% | +29+39.2% | Added | History |
| EXTRExtreme Networks Inc | COM | 327 | $3.66K | <0.1% | +327 | New | History |
| RBCRBC Bearings INC | COM | 15 | $3.67K | <0.1% | +5+50.0% | Added | History |
| WMGWarner Music Group Corp. | COM CL A | 112 | $3.70K | <0.1% | +112 | New | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 108 | $3.70K | <0.1% | +94+671.4% | Added | History |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 130 | $3.70K | <0.1% | +130 | New | History |
| ARDXArdelyx, Inc. | COM | 578 | $3.70K | <0.1% | +578 | New | History |
| BURBurford Capital Ltd | ORD SHS | 242 | $3.70K | <0.1% | −5−2.0% | Reduced | History |
| CLSKCleanspark, Inc. | COM NEW | 226 | $3.70K | <0.1% | −604−72.8% | Reduced | History |
| TXG10x Genomics, Inc. | CL A COM | 127 | $3.72K | <0.1% | +73+135.2% | Added | History |
| FULTFulton Financial Corp | COM | 225 | $3.72K | <0.1% | +26+13.1% | Added | History |
| LANDGladstone Land Corp | COM | 296 | $3.75K | <0.1% | +179+153.0% | Added | History |
| CTLTCatalent, Inc. | COM | 68 | $3.80K | <0.1% | +3+4.6% | Added | History |
| CSWCSW Industrials, Inc. | COM | 16 | $3.80K | <0.1% | +1+6.7% | Added | History |
| WEXWEX Inc. | COM | 18 | $3.80K | <0.1% | −15−45.5% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 61 | $3.81K | <0.1% | +24+64.9% | Added | History |
| CCSCentury Communities, Inc. | COM | 48 | $3.81K | <0.1% | +2+4.3% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 150 | $3.82K | <0.1% | −936−86.2% | Reduced | – |
| POSTPost Holdings, Inc. | COM | 36 | $3.82K | <0.1% | +24+200.0% | Added | History |
| WORWorthington Enterprises, Inc. | COM | 67 | $3.83K | <0.1% | +67 | New | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 282 | $3.85K | <0.1% | +282 | New | History |
| ARTNAArtesian Resources Corp | CL A | 111 | $3.88K | <0.1% | +111 | New | History |
| GSBDGoldman Sachs BDC, Inc. | SHS | 250 | $3.88K | <0.1% | 00.0% | Unchanged | History |
| SLABSilicon Laboratories Inc. | Stock | 32 | $3.89K | <0.1% | +17+113.3% | Added | History |
| NBRNabors Industries Ltd | SHS | 54 | $3.89K | <0.1% | +37+217.6% | Added | History |
| MMIMarcus & Millichap, Inc. | COM | 123 | $3.90K | <0.1% | 00.0% | Unchanged | History |
| CARSCars.com Inc. | COM | 234 | $3.91K | <0.1% | 00.0% | Unchanged | History |
| ATSATS Corp | COM | 119 | $3.92K | <0.1% | 00.0% | Unchanged | History |
| GABGabelli Equity Trust Inc | COM | 741 | $3.92K | <0.1% | 00.0% | Unchanged | History |
| ACLSAxcelis Technologies Inc | Stock | 38 | $3.93K | <0.1% | +2+5.6% | Added | History |
| DQDaqo New Energy Corp. | SPNSRD ADS NEW | 205 | $3.94K | <0.1% | +194+1,763.6% | Added | History |
| iShares Tr464287515 | EXPANDED TECH | 50 | $3.95K | <0.1% | 00.0% | UnchangedConverted for a 5-for-1 split | – |
| GPREGreen Plains Inc. | COM | 191 | $3.95K | <0.1% | +122+176.8% | Added | History |
| CLBKColumbia Financial, Inc. | COM | 239 | $3.97K | <0.1% | +75+45.7% | Added | History |
| SNBRQSleep Number Corp | COM | 300 | $3.99K | <0.1% | +200+200.0% | Added | History |
| CVLTCommvault Systems Inc | COM | 39 | $4.00K | <0.1% | +16+69.6% | Added | History |
| BGCBGC Group, Inc. | CL A | 511 | $4.00K | <0.1% | +500+4,545.5% | Added | History |
| IBPInstalled Building Products, Inc. | COM | 17 | $4.01K | <0.1% | +17 | New | History |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 100 | $4.01K | <0.1% | 00.0% | Unchanged | – |
| MLCOMelco Resorts & Entertainment LTD | ADR | 613 | $4.01K | <0.1% | +613 | New | History |
| AMKRAmkor Technology, Inc. | COM | 124 | $4.01K | <0.1% | +81+188.4% | Added | History |
| American Centy ETF Tr025072182 | AVANTIS MODERAT | 73 | $4.02K | <0.1% | +73 | New | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 100 | $4.05K | <0.1% | 00.0% | Unchanged | – |
| CZRCaesars Entertainment, Inc. | COM | 113 | $4.05K | <0.1% | −68−37.6% | Reduced | History |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 68 | $4.05K | <0.1% | +68 | New | – |
| WABCWestamerica Bancorporation | COM | 87 | $4.05K | <0.1% | 00.0% | Unchanged | History |
| DEAEasterly Government Properties, Inc. | COM | 347 | $4.06K | <0.1% | +44+14.5% | Added | History |
| CLDTChatham Lodging Trust | COM | 443 | $4.06K | <0.1% | 00.0% | Unchanged | History |
| SCLStepan Co | COM | 49 | $4.07K | <0.1% | +44+880.0% | Added | History |
| MCMoelis & Co | CL A | 84 | $4.12K | <0.1% | +25+42.4% | Added | History |
| STSensata Technologies Holding plc | SHS | 108 | $4.14K | <0.1% | +97+881.8% | Added | History |
| VKTXViking Therapeutics, Inc. | COM | 52 | $4.14K | <0.1% | +52 | New | History |
| LLYVKLiberty Live Holdings, Inc. | COM LBTY LIV S C | 111 | $4.14K | <0.1% | 00.0% | Unchanged | History |
| HUNHuntsman CORP | COM | 174 | $4.15K | <0.1% | +71+68.9% | Added | History |
| TYLTyler Technologies Inc | COM | 9 | $4.15K | <0.1% | +9 | New | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 88 | $4.16K | <0.1% | 00.0% | Unchanged | – |
| HHyatt Hotels Corp | COM CL A | 28 | $4.17K | <0.1% | +28 | New | History |
| QDELQuidelOrtho Corp | COM | 103 | $4.18K | <0.1% | −19−15.6% | Reduced | History |
| Chiron Real Estate Inc.37954A204 | COM NEW | 515 | $4.18K | <0.1% | −65−11.2% | Reduced | – |
| AROCArchrock, Inc. | COM | 218 | $4.18K | <0.1% | 00.0% | Unchanged | History |
| ATROAstronics Corp | COM | 250 | $4.19K | <0.1% | 00.0% | Unchanged | History |
| CLFDClearfield, Inc. | COM | 140 | $4.22K | <0.1% | +109+351.6% | Added | History |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 49 | $4.22K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 133 | $4.22K | <0.1% | +133 | New | – |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 132 | $4.22K | <0.1% | +19+16.8% | Added | History |
| EGOEldorado Gold Corp | COM | 297 | $4.24K | <0.1% | +297 | New | History |
| MYPSPLAYSTUDIOS, Inc. | CLASS A COM | 1,961 | $4.24K | <0.1% | +1,961 | New | History |
| NPKNational Presto Industries Inc | COM | 52 | $4.26K | <0.1% | 00.0% | Unchanged | History |
| CARTMaplebear Inc. | COM | 125 | $4.27K | <0.1% | 00.0% | Unchanged | History |
| PFSProvident Financial Services Inc | COM | 293 | $4.30K | <0.1% | +293 | New | History |
| SASRSandy Spring Bancorp Inc | COM | 211 | $4.32K | <0.1% | +49+30.2% | Added | History |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 202 | $4.32K | <0.1% | +202 | New | – |
| VACMarriott Vacations Worldwide Corp | COM | 45 | $4.33K | <0.1% | −79−63.7% | Reduced | History |
| GRBKGreen Brick Partners, Inc. | COM | 80 | $4.33K | <0.1% | +4+5.3% | Added | History |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 160 | $4.34K | <0.1% | +1+0.6% | Added | – |
| TRINTrinity Capital Inc. | COM | 286 | $4.34K | <0.1% | +286 | New | History |
| iShares Tr464288794 | US BR DEL SE ETF | 39 | $4.34K | <0.1% | +39 | New | – |
| NTLAIntellia Therapeutics, Inc. | COM | 203 | $4.34K | <0.1% | +1+0.5% | Added | History |
| WERNWerner Enterprises Inc | COM | 127 | $4.34K | <0.1% | +25+24.5% | Added | History |
| BCHBank of Chile | SPONSORED ADS | 197 | $4.35K | <0.1% | +47+31.3% | Added | History |
| AGROAdecoagro S.A. | COM | 402 | $4.36K | <0.1% | +402 | New | History |
| iShares Tr46435G342 | MORTGE REL ETF | 200 | $4.37K | <0.1% | 00.0% | Unchanged | – |
| GLPIGaming & Leisure Properties, Inc. | COM | 102 | $4.37K | <0.1% | −132−56.4% | Reduced | History |
| NTCTNetscout Systems Inc | COM | 227 | $4.37K | <0.1% | +84+58.7% | Added | History |
| GMABGenmab A/S | SPONSORED ADS | 158 | $4.38K | <0.1% | +42+36.2% | Added | History |
| EGYVaalco Energy Inc | COM NEW | 691 | $4.42K | <0.1% | 00.0% | Unchanged | History |
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.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| iShares Inc46434G822 | MSCI JAPAN ETF | 5,228 | $335.3K | <0.1% | – |
| iShares Inc464286764 | MSCI SPAIN ETF | 3,972 | $121.6K | <0.1% | – |
| SRCSpirit Realty Capital, Inc. | COM NEW | 2,178 | $95.2K | <0.1% | History |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 737 | $81.2K | <0.1% | – |
| MDCSekisui House U.S., Inc. | COM | 824 | $45.5K | <0.1% | History |
| Vanguard World FD921910709 | EXTENDED DUR | 381 | $30.9K | <0.1% | – |
| KRTXKaruna Therapeutics, Inc. | COM | 88 | $27.9K | <0.1% | History |
| SPDR Series Trust78464A789 | ST STR SP INS | 500 | $22.6K | <0.1% | – |
| CBAYCymaBay Therapeutics, Inc. | COM | 786 | $18.6K | <0.1% | History |
| Natura &CO Hldg S A63884N108 | ADS | 2,468 | $16.9K | <0.1% | – |
| RPT Realty74971D101 | SH BEN INT | 1,273 | $16.3K | <0.1% | – |
| Unified Ser Tr90470L527 | ONEASCENT LARGE | 583 | $14.5K | <0.1% | – |
| DISHDISH Network CORP | CL A | 2,494 | $14.4K | <0.1% | History |
| ICFIICF International, Inc. | Stock | 100 | $13.4K | <0.1% | History |
| Healthpeak Properties, Inc.71943U104 | COM | 1,003 | $13.3K | <0.1% | – |
| LTHMLivent Corp. | COM | 670 | $12.0K | <0.1% | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 182 | $11.5K | <0.1% | – |
| SKWDSkyward Specialty Insurance Group, Inc. | COM | 320 | $10.8K | <0.1% | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 771 | $10.2K | <0.1% | History |
| iShares Tr464288752 | US HOME CONS ETF | 93 | $9.49K | <0.1% | – |
| PLURPluri Inc. | COM | 16,000 | $9.27K | <0.1% | History |
| Schwab Fundamental Emerging Markets Equity ETF808524730 | ETF | 329 | $8.93K | <0.1% | – |
| IMGNImmunoGen, Inc. | COM | 300 | $8.89K | <0.1% | History |
| SEI Exchange Traded Funds81589A403 | QIM US LARGE VOL | 337 | $8.72K | <0.1% | – |
| DRSLeonardo DRS, Inc. | Stock | 430 | $8.62K | <0.1% | History |
| DCHDauch Corp | COM | 978 | $8.62K | <0.1% | History |
| PCRXPacira BioSciences, Inc. | COM | 247 | $8.33K | <0.1% | History |
| iShares Tr464288687 | PFD AND INCM SEC | 254 | $7.94K | <0.1% | – |
| STAGSTAG Industrial, Inc. | COM | 190 | $7.46K | <0.1% | History |
| SNSharkNinja, Inc. | COM SHS | 140 | $7.16K | <0.1% | History |
| iShares Tr464288612 | INTRM GOV CR ETF | 65 | $6.82K | <0.1% | – |
| VSHVishay Intertechnology Inc | COM | 277 | $6.64K | <0.1% | History |
| CLSCelestica Inc | SUB VTG SHS | 226 | $6.62K | <0.1% | History |
| ROADConstruction Partners, Inc. | COM CL A | 150 | $6.53K | <0.1% | History |
| WOOFPetco Health & Wellness Company, Inc. | CL A COM | 2,007 | $6.34K | <0.1% | History |
| JAMFJamf Holding Corp. | COM | 328 | $5.92K | <0.1% | History |
| VRNAVerona Pharma plc | SPONSORED ADS | 295 | $5.87K | <0.1% | History |
| SFLSFL Corp Ltd. | SHS | 505 | $5.70K | <0.1% | History |
| CRDOCredo Technology Group Holding Ltd | Stock | 250 | $4.87K | <0.1% | History |
| SPLKSplunk Inc | COM | 31 | $4.72K | <0.1% | History |
| PACBPacific Biosciences of California, Inc. | COM | 465 | $4.56K | <0.1% | History |
| RLGTRadiant Logistics, Inc | COM | 648 | $4.30K | <0.1% | History |
| PRVAPrivia Health Group, Inc. | COM | 181 | $4.17K | <0.1% | History |
| Niocorp Developments Ltd654484104 | COM | 1,273 | $4.06K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 198 | $3.78K | <0.1% | – |
| AMPHAmphastar Pharmaceuticals, Inc. | COM | 60 | $3.71K | <0.1% | History |
| ARAntero Resources Corp | COM | 152 | $3.45K | <0.1% | History |
| Bloom Energy Corp093712AH0 | NOTE 2.500% 8/1 | 3,000 | $3.42K | <0.1% | – |
| ADAMAdamas Trust, Inc. | COM | 386 | $3.29K | <0.1% | History |
| iShares 1-10 Year U.S. Aggregate Bond ETF464288596 | ETF | 31 | $3.22K | <0.1% | – |
| iShares Tr464288166 | AGENCY BOND ETF | 30 | $3.21K | <0.1% | – |
| QGENQiagen N.V. | SHS NEW | 65 | $2.82K | <0.1% | History |
| IVRInvesco Mortgage Capital Inc. | COM | 306 | $2.71K | <0.1% | History |
| MicroStrategy Inc594972AE1 | NOTE 2/1 | 3,000 | $2.60K | <0.1% | – |
| Textainer Group Holdings LtdG8766E109 | SHS | 52 | $2.56K | <0.1% | – |
| MRTXMirati Therapeutics, Inc. | COM | 42 | $2.47K | <0.1% | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 53 | $2.45K | <0.1% | – |
| RCKTRocket Pharmaceuticals, Inc. | COM | 80 | $2.40K | <0.1% | History |
| CMBMFCambium Networks Corp | SHS | 388 | $2.33K | <0.1% | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 140 | $2.29K | <0.1% | History |
| CNSCohen & Steers, Inc. | COM | 30 | $2.27K | <0.1% | History |
| XNCRXencor Inc | COM | 103 | $2.19K | <0.1% | History |
| RCUSArcus Biosciences, Inc. | COM | 108 | $2.06K | <0.1% | History |
| ECPGEncore Capital Group Inc | COM | 40 | $2.03K | <0.1% | History |
| REPLReplimune Group, Inc. | COM | 240 | $2.02K | <0.1% | History |
| CATCCambridge Bancorp | COM | 29 | $2.01K | <0.1% | History |
| PRLBProto Labs Inc | COM | 50 | $1.95K | <0.1% | History |
| TUPTupperware Brands Corp | COM | 852 | $1.70K | <0.1% | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 35 | $1.63K | <0.1% | – |
| iShares Tr46435G334 | MSCI UK ETF NEW | 49 | $1.62K | <0.1% | – |
| JOUTJohnson Outdoors Inc | CL A | 30 | $1.60K | <0.1% | History |
| ZHZhihu Inc. | ADS | 1,710 | $1.60K | <0.1% | History |
| UNFIUnited Natural Foods Inc | COM | 98 | $1.59K | <0.1% | History |
| iShares Tr464288521 | CRE U S REIT ETF | 29 | $1.57K | <0.1% | – |
| ALHCAlignment Healthcare, Inc. | COM | 180 | $1.55K | <0.1% | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 36 | $1.53K | <0.1% | – |
| MDRXVeradigm Inc. | COM | 146 | $1.53K | <0.1% | History |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 24 | $1.49K | <0.1% | – |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 199 | $1.46K | <0.1% | History |
| First Tr Energy Income & Gro33738G104 | COM | 100 | $1.45K | <0.1% | – |
| KIDSOrthopediatrics Corp | COM | 44 | $1.43K | <0.1% | History |
| VREXVarex Imaging Corp | COM | 69 | $1.42K | <0.1% | History |
| QTWOQ2 Holdings, Inc. | COM | 32 | $1.39K | <0.1% | History |
| STKSONE Group Hospitality, Inc. | COM | 227 | $1.39K | <0.1% | History |
| IMKTAIngles Markets Inc | CL A | 16 | $1.38K | <0.1% | History |
| iShares Tr46434V274 | INTL EQTY FACTOR | 47 | $1.32K | <0.1% | – |
| ERASErasca, Inc. | COM | 610 | $1.30K | <0.1% | History |
| WINAWinmark Corp | COM | 3 | $1.25K | <0.1% | History |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 35 | $1.22K | <0.1% | – |
| YOUClear Secure, Inc. | COM CL A | 59 | $1.22K | <0.1% | History |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 26 | $1.16K | <0.1% | – |
| GORVLazydays Holdings, Inc. | COM | 164 | $1.16K | <0.1% | History |
| MBUUMalibu Boats, Inc. | COM CL A | 20 | $1.10K | <0.1% | History |
| AFCGAdvanced Flower Capital Inc. | COM | 90 | $1.08K | <0.1% | History |
| THRXTheseus Pharmaceuticals, Inc. | COM | 267 | $1.08K | <0.1% | History |
| PLRXPliant Therapeutics, Inc. | COM | 59 | $1.07K | <0.1% | History |
| TCSContainer Store Group, Inc. | COM | 466 | $1.06K | <0.1% | History |
| PRMPerimeter Solutions, Inc. | COMMON STOCK | 218 | $1.00K | <0.1% | History |
| CPECallon Petroleum Co | COM | 30 | $972 | <0.1% | History |
| VTYXVentyx Biosciences, Inc. | COM | 382 | $944 | <0.1% | History |