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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
iShares Tr464288646ISHS 1-5YR INVS8,394$426.3K<0.1%+1,725+25.9%Added–
ADPAutomatic Data Processing IncStock1,754$424.2K<0.1%+156+9.8%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF2,571$421.3K<0.1%−60−2.3%Reduced–
BKNGBooking Holdings Inc.Stock122$421.2K<0.1%00.0%UnchangedHistory
WSCWillScot Holdings CorpCOM CL A11,302$417.7K<0.1%+45+0.4%AddedHistory
Timothy Plan887432284US LARGE MID CP17,570$417.3K<0.1%−11,121−38.8%Reduced–
iShares S&P 500 Value ETF464287408ETF2,328$416.2K<0.1%+2,023+663.3%Added–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN19,579$412.9K<0.1%+19,579NewHistory
iShares Tr46429B507MSCI IRELAND ETF6,194$412.3K<0.1%+4,166+205.4%Added–
IBNIcici Bank LtdADR14,953$411.7K<0.1%+1,822+13.9%AddedHistory
NDSNNordson CorpCOM1,585$409.2K<0.1%−7−0.4%ReducedHistory
GPNGlobal Payments IncStock3,327$408.5K<0.1%+21+0.6%AddedHistory
ZBRAZebra Technologies CorpCL A1,297$408.0K<0.1%−173−11.8%ReducedHistory
AZNAstraZeneca PLCSPONSORED ADR5,317$403.4K<0.1%−195−3.5%ReducedHistory
Vanguard Long-Term Treasury ETF92206C847ETF7,255$403.1K<0.1%−5,059−41.1%Reduced–
Vanguard Information Technology ETF92204A702ETF812$401.7K<0.1%+198+32.2%Added–
IBMInternational Business Machines CorpStock2,405$399.8K<0.1%+1,035+75.5%AddedHistory
FERGFerguson Enterprises Inc.SHS1,896$398.0K<0.1%+662+53.6%AddedHistory
Victory Portfolios II92647N824VCSHS US EQ INCM6,846$396.0K<0.1%−3,939−36.5%Reduced–
HSYHershey CoCOM2,037$395.0K<0.1%+1,830+884.1%AddedHistory
CEGConstellation Energy CorpStock2,122$394.6K<0.1%+328+18.3%AddedHistory
EFXEquifax IncCOM1,791$394.3K<0.1%+240+15.5%AddedHistory
AALAmerican Airlines Group Inc.Stock29,116$393.4K<0.1%+26,391+968.5%AddedHistory
ETNEaton Corp plcStock1,230$391.5K<0.1%+158+14.7%AddedHistory
TERTeradyne, IncStock3,347$389.4K<0.1%−63−1.8%ReducedHistory
WRBBerkley W R CorpCOM4,996$384.5K<0.1%−184−3.6%ReducedHistory
iShares MSCI India ETF46429B598ETF7,282$381.2K<0.1%+7,257+29,028.0%Added–
iShares Tr46435G409MSCI INTL VLU FT13,700$381.1K<0.1%−37−0.3%Reduced–
PAYXPaychex IncStock3,203$380.5K<0.1%+137+4.5%AddedHistory
WCNWaste Connections, Inc.COM2,326$377.1K<0.1%−242−9.4%ReducedHistory
GDGeneral Dynamics CorpStock1,311$376.4K<0.1%+596+83.4%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM2,059$374.2K<0.1%+293+16.6%AddedConverted for a 2-for-1 splitHistory
WITWipro LtdSPON ADR 1 SH68,081$367.0K<0.1%+8,853+14.9%AddedHistory
SITESiteOne Landscape Supply, Inc.COM2,325$364.8K<0.1%−285−10.9%ReducedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD7,295$362.6K<0.1%+582+8.7%Added–
CRLCharles River Laboratories International, Inc.COM1,568$359.1K<0.1%00.0%UnchangedHistory
LENLennar CorpCL A2,366$358.7K<0.1%−234−9.0%ReducedHistory
Vanguard Real Estate ETF922908553ETF4,462$355.2K<0.1%+1,227+37.9%Added–
FCXFreeport-McMoran IncStock7,081$353.6K<0.1%+1,158+19.6%AddedHistory
JKHYJack Henry & Associates IncStock2,168$352.8K<0.1%−3−0.1%ReducedHistory
IBKRInteractive Brokers Group, Inc.Stock3,062$352.5K<0.1%−146−4.6%ReducedHistory
RFRegions Financial CorpCOM18,230$351.3K<0.1%−439−2.4%ReducedHistory
WMWaste Management IncStock1,683$350.2K<0.1%+637+60.9%AddedHistory
First Tr Exchange-Traded FD33738D879FT VEST RIS15,111$349.4K<0.1%+10,291+213.5%Added–
NXPINXP Semiconductors N.V.COM1,356$347.3K<0.1%−43−3.1%ReducedHistory
CSXCSX CorpStock10,431$346.5K<0.1%+2,619+33.5%AddedHistory
CCitigroup IncStock5,637$345.7K<0.1%+1,417+33.6%AddedHistory
BLKBlackRock, Inc.COM458$345.1K<0.1%−6−1.3%ReducedHistory
DECKDeckers Outdoor CorpCOM421$344.6K<0.1%+138+48.8%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR32,118$344.0K<0.1%+1,456+4.7%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR6,304$340.2K<0.1%+510+8.8%AddedHistory
DHRDanaher CorpStock1,366$337.0K<0.1%+69+5.3%AddedHistory
ICEIntercontinental Exchange, Inc.Stock2,609$336.0K<0.1%−180−6.5%ReducedHistory
XELXcel Energy IncStock6,239$335.2K<0.1%+4+0.1%AddedHistory
CORCencora, Inc.Stock1,361$325.4K<0.1%+249+22.4%AddedHistory
ISRGIntuitive Surgical IncCOM NEW876$324.7K<0.1%+22+2.6%AddedHistory
WMBWilliams Companies, Inc.COM8,459$324.5K<0.1%−188−2.2%ReducedHistory
SNPSSynopsys IncCOM611$324.2K<0.1%+95+18.4%AddedHistory
ENBEnbridge IncStock9,069$322.3K<0.1%+1,572+21.0%AddedHistory
iShares Tr464288760US AER DEF ETF2,476$321.6K<0.1%+1,725+229.7%Added–
ZTSZoetis Inc.Stock2,003$319.0K<0.1%+374+23.0%AddedHistory
COLBColumbia Banking System, Inc.COM16,868$317.3K<0.1%+16,741+13,181.9%AddedHistory
LRCXLam Research CorpCOM353$315.8K<0.1%+46+15.0%AddedHistory
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD16,556$315.7K<0.1%+16,556New–
NOCNorthrop Grumman CorpStock649$314.9K<0.1%+7+1.1%AddedHistory
NSPInsperity, Inc.COM3,033$312.2K<0.1%+392+14.8%AddedHistory
MOSMosaic CoCOM9,916$311.2K<0.1%+27+0.3%AddedHistory
CHHChoice Hotels International IncCOM2,631$311.2K<0.1%+644+32.4%AddedHistory
AEPAmerican Electric Power Co IncStock3,570$307.2K<0.1%+239+7.2%AddedHistory
CICigna GroupStock859$306.5K<0.1%−123−12.5%ReducedHistory
iShares Tr464287861EUROPE ETF5,596$304.1K<0.1%−266−4.5%Reduced–
PNCPNC Financial Services Group, Inc.Stock1,984$304.1K<0.1%+1,103+125.2%AddedHistory
Leuthold FDS Inc527289789CORE ETF9,217$300.0K<0.1%+9,217New–
ZWSZurn Elkay Water Solutions CorpCOM9,560$299.0K<0.1%+291+3.1%AddedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF5,923$297.1K<0.1%+5,923New–
PXDPioneer Natural Resources CoCOM1,104$297.1K<0.1%−2,727−71.2%ReducedHistory
IQVIQVIA Holdings Inc.Stock1,280$296.7K<0.1%+98+8.3%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,668$296.4K<0.1%+1,441+117.4%Added–
TTTrane Technologies plcSHS928$294.5K<0.1%+72+8.4%AddedHistory
SGNSigning Day Sports, Inc.COM1,128,500$293.6K<0.1%+1,128,500NewHistory
ANETArista Networks, Inc.COM1,137$291.7K<0.1%+443+63.8%AddedHistory
ADIAnalog Devices IncStock1,449$290.5K<0.1%+22+1.5%AddedHistory
EEni SpASPONSORED ADR9,032$289.3K<0.1%−69−0.8%ReducedHistory
GMGeneral Motors CoCOM6,460$287.7K<0.1%+752+13.2%AddedHistory
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,180$287.3K<0.1%+7,180New–
SAIASaia IncCOM723$286.9K<0.1%+27+3.9%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,373$286.9K<0.1%−25−0.7%Reduced–
SKYChampion Homes, Inc.Stock3,820$286.5K<0.1%00.0%UnchangedHistory
INTUIntuit Inc.Stock457$286.3K<0.1%+8+1.8%AddedHistory
TAT&T Inc.Stock16,930$285.9K<0.1%+6,327+59.7%AddedHistory
AMPAmeriprise Financial IncCOM694$285.7K<0.1%+5+0.7%AddedHistory
MMM3M CoStock2,929$282.6K<0.1%+2,206+305.1%AddedHistory
EXPOExponent IncCOM3,069$282.1K<0.1%−514−14.3%ReducedHistory
ORealty Income CorpREIT5,215$279.2K<0.1%+4,524+654.7%AddedHistory
WFWoori Financial Group Inc.SPONSORED ADS8,943$279.0K<0.1%+746+9.1%AddedHistory
ADMArcher-Daniels-Midland CoStock4,754$278.8K<0.1%+36+0.8%AddedHistory
AZPNAspen Technology, Inc.COM1,415$278.6K<0.1%−8−0.6%ReducedHistory
CHEChemed CorpCOM487$276.7K<0.1%+4+0.8%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF4,160$275.5K<0.1%−7,111−63.1%Reduced–
ROLRollins IncCOM6,181$275.4K<0.1%+323+5.5%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