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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
Vanguard Communication Services ETF92204A884ETF473$59.6K<0.1%−49−9.4%Reduced–
ANDEAndersons, Inc.COM1,084$59.6K<0.1%+828+323.4%AddedHistory
First Tr Exchange-Traded FD33734H106SHS1,460$59.5K<0.1%00.0%Unchanged–
ETRNMidstream Co LLCCOM4,394$59.5K<0.1%+260+6.3%AddedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,485$59.4K<0.1%+20+1.4%Added–
RQICohen & Steers Quality Income Realty Fund IncCEF5,429$59.3K<0.1%00.0%UnchangedHistory
TDToronto Dominion BankStock998$59.2K<0.1%+1+0.1%AddedHistory
CCKCrown Holdings, Inc.COM720$59.1K<0.1%−46,612−98.5%ReducedHistory
LABStandard Biotools Inc.COM23,800$59.0K<0.1%−4,000−14.4%ReducedHistory
ALVAutoliv IncCOM490$58.7K<0.1%+73+17.5%AddedHistory
BIIBBiogen Inc.COM273$58.6K<0.1%−222−44.8%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS5,870$58.4K<0.1%+2,222+60.9%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$58.1K<0.1%00.0%Unchanged–
WFGWest Fraser Timber Co., LtdCOM757$58.0K<0.1%−146−16.2%ReducedHistory
SNXTD Synnex CorpCOM488$57.5K<0.1%−72−12.9%ReducedHistory
iShares Select Dividend ETF464287168ETF482$57.5K<0.1%+32+7.1%Added–
DLTRDollar Tree, Inc.COM486$57.5K<0.1%+110+29.3%AddedHistory
VRSKVerisk Analytics, Inc.COM263$57.4K<0.1%+42+19.0%AddedHistory
WYWeyerhaeuser CoCOM NEW1,899$57.3K<0.1%+231+13.8%AddedHistory
LVSLas Vegas Sands CorpCOM1,291$57.3K<0.1%−59−4.4%ReducedHistory
CMCanadian Imperial Bank of CommerceCOM1,222$57.1K<0.1%+156+14.6%AddedHistory
COKECoca-Cola Consolidated, Inc.COM69$57.0K<0.1%+35+102.9%AddedHistory
BNYBank of New York Mellon CorpStock1,006$56.9K<0.1%+24+2.4%AddedHistory
NTRNutrien Ltd.COM1,075$56.7K<0.1%+663+160.9%AddedHistory
RPRXRoyalty Pharma plcSHS CLASS A2,043$56.6K<0.1%+236+13.1%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$56.5K<0.1%+100+8.4%Added–
FRTFederal Realty Investment TrustSH BEN INT NEW542$56.5K<0.1%+252+86.9%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY1,427$56.5K<0.1%−236−14.2%ReducedHistory
BIDUBaidu, Inc.ADR543$56.1K<0.1%−41−7.0%ReducedHistory
TRNTrinity Industries IncCOM2,154$56.1K<0.1%+13+0.6%AddedHistory
AITApplied Industrial Technologies IncCOM305$55.9K<0.1%+124+68.5%AddedHistory
CIVICivitas Resources, Inc.EQUITY US CM776$55.8K<0.1%+108+16.2%AddedHistory
iShares Tr46435U853BROAD USD HIGH1,550$55.7K<0.1%+26+1.7%Added–
BMOBank of MontrealCOM623$55.6K<0.1%+160+34.6%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock345$55.6K<0.1%+242+235.0%AddedHistory
EIXEdison InternationalStock780$55.4K<0.1%+90+13.0%AddedHistory
PATHUiPath, Inc.Stock2,919$55.4K<0.1%+138+5.0%AddedHistory
DCIDonaldson Co IncStock766$55.3K<0.1%+184+31.6%AddedHistory
EWEdwards Lifesciences CorpStock652$55.2K<0.1%−846−56.5%ReducedHistory
JHXJames Hardie Industries plcSPONSORED ADR1,599$55.2K<0.1%+109+7.3%AddedHistory
SPTNSpartanNash CoCOM2,888$55.1K<0.1%−16−0.6%ReducedHistory
LPLLG Display Co., Ltd.SPONS ADR REP13,592$54.9K<0.1%+6,836+101.2%AddedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS5,953$54.8K<0.1%00.0%UnchangedHistory
SKMSK Telecom Co LtdSPONSORED ADR2,682$54.8K<0.1%+1,372+104.7%AddedHistory
INFYInfosys LtdSPONSORED ADR3,276$54.7K<0.1%+146+4.7%AddedHistory
Pacer FDS Tr69374H659CASH COWS ETF1,453$54.7K<0.1%00.0%Unchanged–
ALGNAlign Technology IncCOM193$54.5K<0.1%−30−13.5%ReducedHistory
ESEversource EnergyStock897$54.4K<0.1%−540−37.6%ReducedHistory
AESAES CorpStock3,033$54.3K<0.1%−1,956−39.2%ReducedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT1,880$54.2K<0.1%+1,880New–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN536$54.2K<0.1%+536New–
SRCLStericycle IncCOM1,211$54.2K<0.1%+122+11.2%AddedHistory
iShares Tr46428865310-20 YR TRS ETF546$54.1K<0.1%+442+425.0%Added–
KTKT CorpSPONSORED ADR4,278$54.1K<0.1%+1,264+41.9%AddedHistory
MOHMolina Healthcare, Inc.COM158$54.1K<0.1%−4−2.5%ReducedHistory
CTASCintas CorpStock82$54.0K<0.1%+14+20.6%AddedHistory
MAINMain Street Capital CORPCEF1,083$53.7K<0.1%00.0%UnchangedHistory
TFIITFI International Inc.COM412$53.7K<0.1%+18+4.6%AddedHistory
EGPEastgroup Properties IncCOM345$53.6K<0.1%+80+30.2%AddedHistory
RBB FD Inc74933W452F/M US TREASURY1,064$53.2K<0.1%+1,064New–
State Street Materials Select Sector SPDR ETF81369Y100ETF600$53.2K<0.1%−100−14.3%Reduced–
RCIRogers Communications IncCL B1,417$53.1K<0.1%−28−1.9%ReducedHistory
TROXTronox Holdings plcSHS3,123$53.1K<0.1%+23+0.7%AddedHistory
EWBCEast West Bancorp IncCOM712$53.0K<0.1%+46+6.9%AddedHistory
KRCKilroy Realty CorpCOM1,568$53.0K<0.1%−18−1.1%ReducedHistory
CFRCullen/Frost Bankers, Inc.COM505$52.7K<0.1%+44+9.5%AddedHistory
AEISAdvanced Energy Industries IncCOM549$52.6K<0.1%+8+1.5%AddedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF1,119$52.4K<0.1%+1,119New–
PAMPampa Energy Inc.SPONS ADR LVL I1,180$52.4K<0.1%+1,180NewHistory
OSISOsi Systems IncCOM397$52.2K<0.1%+27+7.3%AddedHistory
iShares Tr46436E759ESG EAFE ETF797$52.2K<0.1%+28+3.6%Added–
THCTenet Healthcare CorpCOM NEW464$52.1K<0.1%00.0%UnchangedHistory
DOCHealthpeak Properties, Inc.COM2,789$51.9K<0.1%+539+24.0%AddedHistory
EFOREverforth IncCOM537$51.8K<0.1%00.0%UnchangedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$51.6K<0.1%+559+11.7%AddedHistory
ESLTElbit Systems LtdStock254$51.5K<0.1%−3−1.2%ReducedHistory
XPXP Inc.CL A2,500$51.2K<0.1%00.0%UnchangedHistory
iShares Tr46436E601ESG MSCI EM LDRS1,166$51.0K<0.1%−49−4.0%Reduced–
SEESealed Air CorpCOM1,619$51.0K<0.1%+137+9.2%AddedHistory
ESIElement Solutions IncCOM2,192$50.7K<0.1%+190+9.5%AddedHistory
CMAComerica IncCOM1,008$50.6K<0.1%+3+0.3%AddedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF481$50.5K<0.1%−1,545−76.3%Reduced–
PECOPhillips Edison & Company, Inc.COMMON STOCK1,537$50.3K<0.1%+166+12.1%AddedHistory
WALWestern Alliance BancorporationCOM880$50.0K<0.1%+12+1.4%AddedHistory
SWNSouthwestern Energy CoCOM6,650$49.8K<0.1%+115+1.8%AddedHistory
RNRRenaissancere Holdings LtdCOM227$49.8K<0.1%+16+7.6%AddedHistory
GNRCGenerac Holdings Inc.Stock363$49.4K<0.1%−3−0.8%ReducedHistory
iShares Tr464287762US HLTHCARE ETF835$49.1K<0.1%00.0%UnchangedConverted for a 5-for-1 split–
TBBKBancorp, Inc.COM1,640$49.1K<0.1%+1,272+345.7%AddedHistory
AVTRAvantor, Inc.COM2,023$49.0K<0.1%+227+12.6%AddedHistory
BMBLBumble Inc.COM CL A4,852$49.0K<0.1%−358−6.9%ReducedHistory
LYVLive Nation Entertainment, Inc.COM551$49.0K<0.1%+104+23.3%AddedHistory
PODDInsulet CorpStock284$48.8K<0.1%−24−7.8%ReducedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,454$48.7K<0.1%+1,354+1,354.0%AddedHistory
BYDBoyd Gaming CorpCOM909$48.6K<0.1%−131−12.6%ReducedHistory
AELAmerican National Group Inc.COM861$48.3K<0.1%+1+0.1%AddedHistory
iShares Tr46435G433MSCI USA SMCP MN1,335$48.2K<0.1%+4+0.3%Added–
EDConsolidated Edison IncStock508$48.0K<0.1%−172−25.3%ReducedHistory
MANManpowerGroup Inc.COM635$47.9K<0.1%−89−12.3%ReducedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT711$47.6K<0.1%+89+14.3%Added–

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