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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 Tr464287150CORE S&P TTL STK2,497$275.3K<0.1%−12,771−83.6%Reduced–
THOThor Industries IncCOM2,759$274.3K<0.1%−76−2.7%ReducedHistory
CARRCarrier Global CorpStock4,457$274.1K<0.1%−986−18.1%ReducedHistory
SHWSherwin Williams CoCOM909$272.5K<0.1%−280−23.5%ReducedHistory
EPDEnterprise Products Partners L.P.Stock9,655$271.1K<0.1%+1,510+18.5%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM3,620$270.3K<0.1%+2,700+293.5%AddedHistory
NEENextera Energy IncStock4,034$270.2K<0.1%−731−15.3%ReducedHistory
CDWCDW CorpCOM1,117$270.1K<0.1%−27−2.4%ReducedHistory
KMBKimberly Clark CorpStock1,971$269.1K<0.1%+130+7.1%AddedHistory
EMEEMCOR Group, Inc.Stock751$268.2K<0.1%+15+2.0%AddedHistory
CHDChurch & Dwight Co IncCOM2,475$267.1K<0.1%+62+2.6%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,785$264.1K<0.1%+100+5.9%AddedHistory
DLBDolby Laboratories, Inc.COM CL A3,391$263.3K<0.1%+52+1.6%AddedHistory
SPOTSpotify Technology S.A.Stock938$263.1K<0.1%+137+17.1%AddedHistory
TGTTarget CorpStock1,633$262.9K<0.1%+118+7.8%AddedHistory
SPGSimon Property Group Inc.REIT1,865$262.2K<0.1%−39−2.0%ReducedHistory
PWRQuanta Services, Inc.COM1,012$261.7K<0.1%+910+892.2%AddedHistory
RELXRELX PLCSPONSORED ADR6,340$261.1K<0.1%+366+6.1%AddedHistory
LHLabcorp Holdings Inc.COM NEW1,295$260.7K<0.1%−134−9.4%ReducedHistory
TFCTruist Financial CorpCOM6,933$260.3K<0.1%+472+7.3%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,386$259.7K<0.1%+3,346+110.1%Added–
Fidelity Covington Trust31609A305ENHANCED LARGE9,165$259.6K<0.1%+19+0.2%Added–
IBITiShares Bitcoin Trust ETFETF7,670$257.5K<0.1%+7,670NewHistory
STLAStellantis N.V.SHS11,519$256.9K<0.1%+656+6.0%AddedHistory
American Centy ETF Tr025072703INTL EQT ETF4,148$256.7K<0.1%−23,990−85.3%Reduced–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD11,050$255.0K<0.1%−96−0.9%Reduced–
MOAltria Group, Inc.Stock5,820$255.0K<0.1%+1,344+30.0%AddedHistory
TDYTeledyne Technologies IncCOM665$253.7K<0.1%+4+0.6%AddedHistory
KHCKraft Heinz CoStock6,536$252.4K<0.1%+2,810+75.4%AddedHistory
TSCOTractor Supply CoCOM917$250.5K<0.1%+105+12.9%AddedHistory
CAGConagra Brands Inc.Stock8,113$249.7K<0.1%−188−2.3%ReducedHistory
AJGArthur J. Gallagher & Co.COM1,055$247.6K<0.1%+95+9.9%AddedHistory
SFMSprouts Farmers Market, Inc.COM3,728$246.2K<0.1%+35+0.9%AddedHistory
ONOn Semiconductor CorpStock3,479$244.1K<0.1%−6−0.2%ReducedHistory
ROPRoper Technologies IncStock477$243.8K<0.1%+109+29.6%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT15,648$243.5K<0.1%+671+4.5%AddedHistory
ALLAllstate CorpStock1,426$242.6K<0.1%−22−1.5%ReducedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF6,185$238.9K<0.1%+3,557+135.4%Added–
AIGAmerican International Group, Inc.Stock3,147$237.0K<0.1%−166−5.0%ReducedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,689$236.7K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL3,713$236.5K<0.1%−246−6.2%Reduced–
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,861$235.3K<0.1%−562−6.7%Reduced–
Victory Portfolios II92647N865VCSHS US LRG CAP3,887$234.7K<0.1%−1,135−22.6%Reduced–
American Centy ETF Tr025072604AVANTIS EMGMKT4,011$234.3K<0.1%−11,879−74.8%Reduced–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD6,923$233.7K<0.1%+988+16.6%AddedHistory
DEODiageo PLCSPON ADR NEW1,685$232.9K<0.1%+983+140.0%AddedHistory
OTISOtis Worldwide CorpStock2,538$231.5K<0.1%−65−2.5%ReducedHistory
NSCNorfolk Southern CorpStock1,005$231.4K<0.1%+47+4.9%AddedHistory
EQIXEquinix IncCOM324$230.3K<0.1%−129−28.5%ReducedHistory
ANSSAnsys IncCOM707$229.7K<0.1%−382−35.1%ReducedHistory
UBSUBS Group AGStock8,554$229.7K<0.1%+190+2.3%AddedHistory
AONAon plcCL A807$227.7K<0.1%−152−15.8%ReducedHistory
PINSPinterest, Inc.CL A6,669$223.1K<0.1%−3,859−36.7%ReducedHistory
ARESAres Management CorpCL A COM STK1,673$222.7K<0.1%−178−9.6%ReducedHistory
ETEnergy Transfer LPCOM UT LTD PTN14,153$222.6K<0.1%+15+0.1%AddedHistory
VRTXVertex Pharmaceuticals IncStock565$221.8K<0.1%+9+1.6%AddedHistory
TWLOTwilio IncCL A3,696$221.3K<0.1%−2,282−38.2%ReducedHistory
iShares Tr4642874571 3 YR TREAS BD2,713$220.2K<0.1%+2,713New–
BMYBristol Myers Squibb CoStock4,992$219.4K<0.1%+2,431+94.9%AddedHistory
UALUnited Airlines Holdings, Inc.COM4,247$218.6K<0.1%−151−3.4%ReducedHistory
TTETotalEnergies SESPONSORED ADS3,015$218.5K<0.1%+228+8.2%AddedHistory
MSCIMSCI Inc.Stock468$218.1K<0.1%+6+1.3%AddedHistory
SLFSun Life Financial IncCOM4,258$217.3K<0.1%+131+3.2%AddedHistory
IMOImperial Oil LtdCOM NEW3,145$216.1K<0.1%+255+8.8%AddedHistory
AGNTAGNT, Inc.COM21,634$215.5K<0.1%+2,370+12.3%AddedHistory
FISFidelity National Information Services, Inc.Stock3,165$215.0K<0.1%+114+3.7%AddedHistory
SAPSAP SEADR1,178$213.5K<0.1%+281+31.3%AddedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$213.5K<0.1%00.0%Unchanged–
MPWRMonolithic Power Systems, Inc.COM317$212.2K<0.1%+238+301.3%AddedHistory
PHParker-Hannifin CorpStock388$211.3K<0.1%−40−9.3%ReducedHistory
INTCIntel CorpStock6,922$210.9K<0.1%−267−3.7%ReducedHistory
iShares Tr46435G672CORE INTL AGGR4,246$209.9K<0.1%+544+14.7%Added–
HLTHilton Worldwide Holdings Inc.COM1,063$209.7K<0.1%+33+3.2%AddedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,906$208.5K<0.1%+2,806+46.0%Added–
ULUnilever PLCSPON ADR NEW4,013$208.1K<0.1%−1,153−22.3%ReducedHistory
SMGScotts Miracle-Gro CoStock3,030$207.7K<0.1%−115−3.7%ReducedHistory
WRKWestRock CoCOM4,308$206.6K<0.1%+32+0.7%AddedHistory
MCHPMicrochip Technology IncStock2,242$206.2K<0.1%+784+53.8%AddedHistory
HMCHonda Motor Co LtdADR ECH CNV IN 36,066$206.2K<0.1%+463+8.3%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM1,978$205.1K<0.1%+39+2.0%AddedHistory
MCOMoodys CorpStock551$204.2K<0.1%+225+69.0%AddedHistory
GILDGilead Sciences, Inc.Stock3,114$203.1K<0.1%−181−5.5%ReducedHistory
YUMYum Brands IncStock1,435$202.7K<0.1%+36+2.6%AddedHistory
CNQCanadian Natural Resources LtdCOM2,673$202.7K<0.1%+243+10.0%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$202.1K<0.1%00.0%UnchangedHistory
FTAIFTAI Aviation Ltd.SHS2,875$201.9K<0.1%+1,790+165.0%AddedHistory
EHCEncompass Health CorpCOM2,420$201.8K<0.1%−295−10.9%ReducedHistory
SRESempraStock2,805$200.9K<0.1%−177−5.9%ReducedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW7,534$200.0K<0.1%+897+13.5%AddedHistory
MFCManulife Financial CorpCOM8,568$199.8K<0.1%+1,845+27.4%AddedHistory
SNYSanofiSPONSORED ADR4,040$198.9K<0.1%−179−4.2%ReducedHistory
TDGTransDigm Group INCCOM159$198.2K<0.1%−7−4.2%ReducedHistory
LWLamb Weston Holdings, Inc.Stock2,373$197.8K<0.1%−39−1.6%ReducedHistory
TRMBTrimble Inc.COM3,281$197.1K<0.1%+1,691+106.4%AddedHistory
TMToyota Motor CorpADS862$196.0K<0.1%+228+36.0%AddedHistory
NVSNovartis AGADR2,013$195.6K<0.1%+98+5.1%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF4,418$194.6K<0.1%+1,405+46.6%Added–
LULUlululemon athletica inc.Stock538$194.0K<0.1%−125−18.9%ReducedHistory
SLBSLB LimitedStock4,080$193.7K<0.1%+1,138+38.7%AddedHistory
ULTAUlta Beauty, Inc.Stock478$193.5K<0.1%+8+1.7%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