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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
EGYVaalco Energy IncCOM NEW691$4.42K<0.1%00.0%UnchangedHistory
GMABGenmab A/SSPONSORED ADS158$4.38K<0.1%+42+36.2%AddedHistory
NTCTNetscout Systems IncCOM227$4.37K<0.1%+84+58.7%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM102$4.37K<0.1%−132−56.4%ReducedHistory
iShares Tr46435G342MORTGE REL ETF200$4.37K<0.1%00.0%Unchanged–
AGROAdecoagro S.A.COM402$4.36K<0.1%+402NewHistory
BCHBank of ChileSPONSORED ADS197$4.35K<0.1%+47+31.3%AddedHistory
NTLAIntellia Therapeutics, Inc.COM203$4.34K<0.1%+1+0.5%AddedHistory
WERNWerner Enterprises IncCOM127$4.34K<0.1%+25+24.5%AddedHistory
iShares Tr464288794US BR DEL SE ETF39$4.34K<0.1%+39New–
TRINTrinity Capital Inc.COM286$4.34K<0.1%+286NewHistory
Invesco Exch Traded FD Tr II46138G631NASDAQNXTGEN100160$4.34K<0.1%+1+0.6%Added–
GRBKGreen Brick Partners, Inc.COM80$4.33K<0.1%+4+5.3%AddedHistory
VACMarriott Vacations Worldwide CorpCOM45$4.33K<0.1%−79−63.7%ReducedHistory
SPDR Series Trust78464A516ST INTL BBG ETF202$4.32K<0.1%+202New–
SASRSandy Spring Bancorp IncCOM211$4.32K<0.1%+49+30.2%AddedHistory
PFSProvident Financial Services IncCOM293$4.30K<0.1%+293NewHistory
CARTMaplebear Inc.COM125$4.27K<0.1%00.0%UnchangedHistory
NPKNational Presto Industries IncCOM52$4.26K<0.1%00.0%UnchangedHistory
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4.24K<0.1%+1,961NewHistory
EGOEldorado Gold CorpCOM297$4.24K<0.1%+297NewHistory
SPRSpirit AeroSystems Holdings, Inc.COM CL A132$4.22K<0.1%+19+16.8%AddedHistory
VanEck ETF Trust92189H730MORNINGSTAR SMID133$4.22K<0.1%+133New–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS49$4.22K<0.1%00.0%UnchangedHistory
CLFDClearfield, Inc.COM140$4.22K<0.1%+109+351.6%AddedHistory
ATROAstronics CorpCOM250$4.19K<0.1%00.0%UnchangedHistory
AROCArchrock, Inc.COM218$4.18K<0.1%00.0%UnchangedHistory
QDELQuidelOrtho CorpCOM103$4.18K<0.1%−19−15.6%ReducedHistory
Chiron Real Estate Inc.37954A204COM NEW515$4.18K<0.1%−65−11.2%Reduced–
HHyatt Hotels CorpCOM CL A28$4.17K<0.1%+28NewHistory
iShares Tr464288372GLB INFRASTR ETF88$4.16K<0.1%00.0%Unchanged–
TYLTyler Technologies IncCOM9$4.15K<0.1%+9NewHistory
HUNHuntsman CORPCOM174$4.15K<0.1%+71+68.9%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C111$4.14K<0.1%00.0%UnchangedHistory
VKTXViking Therapeutics, Inc.COM52$4.14K<0.1%+52NewHistory
STSensata Technologies Holding plcSHS108$4.14K<0.1%+97+881.8%AddedHistory
MCMoelis & CoCL A84$4.12K<0.1%+25+42.4%AddedHistory
SCLStepan CoCOM49$4.07K<0.1%+44+880.0%AddedHistory
CLDTChatham Lodging TrustCOM443$4.06K<0.1%00.0%UnchangedHistory
DEAEasterly Government Properties, Inc.COM347$4.06K<0.1%+44+14.5%AddedHistory
WABCWestamerica BancorporationCOM87$4.05K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW68$4.05K<0.1%+68New–
CZRCaesars Entertainment, Inc.COM113$4.05K<0.1%−68−37.6%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE100$4.05K<0.1%00.0%Unchanged–
American Centy ETF Tr025072182AVANTIS MODERAT73$4.02K<0.1%+73New–
AMKRAmkor Technology, Inc.COM124$4.01K<0.1%+81+188.4%AddedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$4.01K<0.1%00.0%Unchanged–
MLCOMelco Resorts & Entertainment LTDADR613$4.01K<0.1%+613NewHistory
IBPInstalled Building Products, Inc.COM17$4.01K<0.1%+17NewHistory
BGCBGC Group, Inc.CL A511$4.00K<0.1%+500+4,545.5%AddedHistory
CVLTCommvault Systems IncCOM39$4.00K<0.1%+16+69.6%AddedHistory
SNBRQSleep Number CorpCOM300$3.99K<0.1%+200+200.0%AddedHistory
CLBKColumbia Financial, Inc.COM239$3.97K<0.1%+75+45.7%AddedHistory
GPREGreen Plains Inc.COM191$3.95K<0.1%+122+176.8%AddedHistory
iShares Tr464287515EXPANDED TECH50$3.95K<0.1%00.0%UnchangedConverted for a 5-for-1 split–
DQDaqo New Energy Corp.SPNSRD ADS NEW205$3.94K<0.1%+194+1,763.6%AddedHistory
ACLSAxcelis Technologies IncStock38$3.93K<0.1%+2+5.6%AddedHistory
GABGabelli Equity Trust IncCOM741$3.92K<0.1%00.0%UnchangedHistory
ATSATS CorpCOM119$3.92K<0.1%00.0%UnchangedHistory
CARSCars.com Inc.COM234$3.91K<0.1%00.0%UnchangedHistory
MMIMarcus & Millichap, Inc.COM123$3.90K<0.1%00.0%UnchangedHistory
NBRNabors Industries LtdSHS54$3.89K<0.1%+37+217.6%AddedHistory
SLABSilicon Laboratories Inc.Stock32$3.89K<0.1%+17+113.3%AddedHistory
GSBDGoldman Sachs BDC, Inc.SHS250$3.88K<0.1%00.0%UnchangedHistory
ARTNAArtesian Resources CorpCL A111$3.88K<0.1%+111NewHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK282$3.85K<0.1%+282NewHistory
WORWorthington Enterprises, Inc.COM67$3.83K<0.1%+67NewHistory
POSTPost Holdings, Inc.COM36$3.82K<0.1%+24+200.0%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF150$3.82K<0.1%−936−86.2%Reduced–
CCSCentury Communities, Inc.COM48$3.81K<0.1%+2+4.3%AddedHistory
BILLBILL Holdings, Inc.Stock61$3.81K<0.1%+24+64.9%AddedHistory
WEXWEX Inc.COM18$3.80K<0.1%−15−45.5%ReducedHistory
CSWCSW Industrials, Inc.COM16$3.80K<0.1%+1+6.7%AddedHistory
CTLTCatalent, Inc.COM68$3.80K<0.1%+3+4.6%AddedHistory
LANDGladstone Land CorpCOM296$3.75K<0.1%+179+153.0%AddedHistory
FULTFulton Financial CorpCOM225$3.72K<0.1%+26+13.1%AddedHistory
TXG10x Genomics, Inc.CL A COM127$3.72K<0.1%+73+135.2%AddedHistory
CLSKCleanspark, Inc.COM NEW226$3.70K<0.1%−604−72.8%ReducedHistory
LKFTLakefront Biotherapeutics NVSPON ADR130$3.70K<0.1%+130NewHistory
ARDXArdelyx, Inc.COM578$3.70K<0.1%+578NewHistory
BURBurford Capital LtdORD SHS242$3.70K<0.1%−5−2.0%ReducedHistory
NXRTNexPoint Residential Trust, Inc.COM108$3.70K<0.1%+94+671.4%AddedHistory
WMGWarner Music Group Corp.COM CL A112$3.70K<0.1%+112NewHistory
RBCRBC Bearings INCCOM15$3.67K<0.1%+5+50.0%AddedHistory
EXTRExtreme Networks IncCOM327$3.66K<0.1%+327NewHistory
CPRICapri Holdings LtdSHS103$3.65K<0.1%+29+39.2%AddedHistory
ORAOrmat Technologies, Inc.COM57$3.64K<0.1%+9+18.8%AddedHistory
GFIGold Fields LtdSPONSORED ADR225$3.64K<0.1%+172+324.5%AddedHistory
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3.62K<0.1%00.0%Unchanged–
WMSAdvanced Drainage Systems, Inc.COM23$3.61K<0.1%+7+43.8%AddedHistory
WHRWhirlpool CorpStock38$3.60K<0.1%−118−75.6%ReducedHistory
ALSNAllison Transmission Holdings IncStock49$3.60K<0.1%+12+32.4%AddedHistory
MTNVail Resorts IncCOM19$3.60K<0.1%+12+171.4%AddedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD56$3.58K<0.1%00.0%Unchanged–
KGCKinross Gold CorpCOM554$3.57K<0.1%−4−0.7%ReducedHistory
KLGWK Kellogg CoCOM153$3.57K<0.1%00.0%UnchangedHistory
QGENQiagen N.V.Stock84$3.56K<0.1%+84NewHistory
SRRKScholar Rock Holding CorpCOM242$3.55K<0.1%+242NewHistory
HIBBHibbett IncCOM41$3.54K<0.1%00.0%UnchangedHistory
SLCAU.S. Silica Holdings, Inc.COM227$3.50K<0.1%−36−13.7%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