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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
KMIKinder Morgan, Inc.Stock7,566$138.3K<0.1%+3,468+84.6%AddedHistory
HLNHaleon plcADR16,204$138.2K<0.1%+1,962+13.8%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,610$138.2K<0.1%00.0%Unchanged–
VanEck Semiconductor ETF92189F676ETF644$137.9K<0.1%+18+2.9%Added–
SONYSony Group CorpSPONSORED ADR1,662$137.2K<0.1%+146+9.6%AddedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS3,592$137.2K<0.1%−88−2.4%ReducedHistory
EAElectronic Arts Inc.COM1,080$137.0K<0.1%+304+39.2%AddedHistory
ABNBAirbnb, Inc.Stock863$136.8K<0.1%−285−24.8%ReducedHistory
DOWDow Inc.Stock2,394$136.2K<0.1%−301−11.2%ReducedHistory
iShares Tr46434V282U S EQUITY FACTR2,646$136.1K<0.1%−567−17.6%Reduced–
UMCUnited Microelectronics CorpSPON ADR NEW17,649$135.9K<0.1%+3,628+25.9%AddedHistory
GSKGSK plcADR3,239$134.2K<0.1%+558+20.8%AddedHistory
DSGXDescartes Systems Group IncCOM1,445$134.1K<0.1%+72+5.2%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$133.2K<0.1%00.0%Unchanged–
BTIBritish American Tobacco p.l.c.SPONSORED ADR4,515$132.8K<0.1%−392−8.0%ReducedHistory
AERAerCap Holdings N.V.SHS1,570$132.6K<0.1%+10+0.6%AddedHistory
ZSZscaler, Inc.Stock766$132.5K<0.1%+52+7.3%AddedHistory
MKCMcCormick & Co IncStock1,735$132.0K<0.1%+1,548+827.8%AddedHistory
GGGGraco IncCOM1,638$131.4K<0.1%+45+2.8%AddedHistory
UHALU-Haul Holding CoCOM2,074$131.1K<0.1%−13,235−86.5%ReducedHistory
MSIMotorola Solutions, Inc.Stock384$130.2K<0.1%+46+13.6%AddedHistory
CPRTCopart IncCOM2,368$128.6K<0.1%+398+20.2%AddedHistory
BIPCBrookfield Infrastructure CorpCOM SB VTG SHS A4,216$128.5K<0.1%−94−2.2%ReducedHistory
Kraneshares Trust500767306CSI CHI INTERNET4,600$128.2K<0.1%+4,595+91,900.0%Added–
STXSeagate Technology Holdings plcORD SHS1,486$127.7K<0.1%−42−2.7%ReducedHistory
BCCBoise Cascade CoCOM964$127.5K<0.1%00.0%UnchangedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW113,345$126.1K<0.1%+1,488+80.1%AddedHistory
ORANYOrangeSPONSORED ADR11,310$125.4K<0.1%+3,033+36.6%AddedHistory
RIORio Tinto PLCADR1,847$125.3K<0.1%−75−3.9%ReducedHistory
HUBBHubbell IncCOM337$124.9K<0.1%+259+332.1%AddedHistory
ADSKAutodesk, Inc.COM583$124.1K<0.1%+4+0.7%AddedHistory
EBAYeBay IncCOM2,392$123.3K<0.1%−64−2.6%ReducedHistory
OKEONEOK IncCOM1,554$123.0K<0.1%+272+21.2%AddedHistory
iShares Tr464288851US OIL GS EX ETF1,175$122.6K<0.1%−218−15.6%Reduced–
Vanguard Morningstar Mid-Cap ETF922908629ETF514$122.5K<0.1%−70−12.0%Reduced–
iShares Tr464288281JPMORGAN USD EMG1,403$122.3K<0.1%−201−12.5%Reduced–
TKOTKO Group Holdings, Inc.CL A1,288$121.9K<0.1%+35+2.8%AddedHistory
ORIOld Republic International CorpCOM4,062$121.3K<0.1%+58+1.4%AddedHistory
ARWArrow Electronics, Inc.COM950$121.3K<0.1%−119−11.1%ReducedHistory
TRVTravelers Companies, Inc.Stock572$121.3K<0.1%+57+11.1%AddedHistory
iShares Tr46435U713US INFRASTRUC2,869$121.2K<0.1%−523−15.4%Reduced–
SMCISuper Micro Computer, Inc.COM141$121.1K<0.1%−664−82.5%ReducedHistory
FASTFastenal CoStock1,774$120.6K<0.1%−154−8.0%ReducedHistory
iShares Flexible Income Active ETF092528603ETF2,310$119.7K<0.1%+2,310New–
Ea Series Trust02072L375TBG DIVID FO ETF4,216$119.3K<0.1%+4,216New–
DVADavita Inc.COM857$119.1K<0.1%+668+353.4%AddedHistory
METMetlife IncStock1,675$119.1K<0.1%+403+31.7%AddedHistory
MMacy's, Inc.COM6,454$118.9K<0.1%+62+1.0%AddedHistory
iShares Tr464287341GLOBAL ENERG ETF2,752$118.7K<0.1%+591+27.3%Added–
iShares Tr46435G516ESG AW MSCI EAFE1,532$118.5K<0.1%+1,532New–
DBDeutsche Bank AktiengesellschaftNAMEN AKT7,368$118.3K<0.1%+1,251+20.5%AddedHistory
URIUnited Rentals, Inc.COM175$116.9K<0.1%+59+50.9%AddedHistory
MTDMettler Toledo International IncCOM95$116.8K<0.1%+7+8.0%AddedHistory
iShares Tr46434V4070-5YR HI YL CP2,773$116.4K<0.1%+2,773New–
HPEHewlett Packard Enterprise CoCOM6,806$115.7K<0.1%+626+10.1%AddedHistory
GRMNGarmin LtdSHS799$115.5K<0.1%+49+6.5%AddedHistory
Capital Group Intl Focus EQT14019W109SHS CREAT UNIT4,534$115.0K<0.1%+61+1.4%Added–
VIVTelefonica Brasil S.A.SPONSORED ADS12,443$115.0K<0.1%−392−3.1%ReducedHistory
WDCWestern Digital CorpCOM1,622$114.9K<0.1%−78−4.6%ReducedHistory
American Centy ETF Tr025072885US EQT ETF1,346$114.7K<0.1%−49,387−97.3%Reduced–
VODVodafone Group Public Ltd CoADR13,639$114.7K<0.1%+7,606+126.1%AddedHistory
APDAir Products & Chemicals, Inc.Stock484$114.4K<0.1%−222−31.4%ReducedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 502,820$114.4K<0.1%00.0%Unchanged–
HDBHDFC Bank LtdSPONSORED ADS1,985$114.3K<0.1%−65−3.2%ReducedHistory
BRBroadridge Financial Solutions, Inc.Stock591$114.2K<0.1%+55+10.3%AddedHistory
TECKTeck Resources LtdCL B2,322$114.2K<0.1%+926+66.3%AddedHistory
DTEDte Energy CoCOM1,035$114.2K<0.1%+899+661.0%AddedHistory
ITGartner IncCOM275$113.5K<0.1%+38+16.0%AddedHistory
ROSTRoss Stores, Inc.COM874$113.2K<0.1%−14−1.6%ReducedHistory
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF1,513$113.2K<0.1%+1,513New–
FCNCAFirst Citizens Bancshares IncCL A67$113.0K<0.1%+1+1.5%AddedHistory
GEHCGE HealthCare Technologies Inc.Stock1,463$111.5K<0.1%+961+191.4%AddedHistory
TRGPTarga Resources Corp.COM977$111.5K<0.1%+128+15.1%AddedHistory
Pacer Trendpilot 100 ETF69374H303ETF1,654$111.1K<0.1%+14+0.9%Added–
Enerplus Corp292766102COM5,659$110.8K<0.1%+2,320+69.5%Added–
PBFPBF Energy Inc.CL A2,071$110.3K<0.1%+1,252+152.9%AddedHistory
MROMarathon Oil CorpCOM4,044$108.6K<0.1%+667+19.8%AddedHistory
ALBAlbemarle CorpStock901$108.4K<0.1%+386+75.0%AddedHistory
MARMarriott International IncStock455$107.4K<0.1%+226+98.7%AddedHistory
LDOSLeidos Holdings, Inc.COM761$106.7K<0.1%+6+0.8%AddedHistory
RYRoyal Bank of CanadaStock1,088$105.4K<0.1%+372+52.0%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock875$105.3K<0.1%+202+30.0%AddedHistory
iShares Tr46435G268RUSEL 2500 ETF1,710$104.7K<0.1%+1,710New–
SUSuncor Energy IncStock2,730$104.3K<0.1%+377+16.0%AddedHistory
Vanguard Materials ETF92204A801ETF536$104.2K<0.1%−63−10.5%Reduced–
BUDAnheuser-Busch InBev SA/NVADR1,747$104.2K<0.1%+64+3.8%AddedHistory
JLLJones Lang Lasalle IncCOM575$103.9K<0.1%00.0%UnchangedHistory
LSTRLandstar System IncCOM595$103.8K<0.1%+72+13.8%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF2,978$103.6K<0.1%+2,978New–
TSNTyson Foods, Inc.Stock1,699$103.0K<0.1%+198+13.2%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF2,242$102.7K<0.1%+13+0.6%Added–
DASHDoorDash, Inc.Stock791$102.2K<0.1%+138+21.1%AddedHistory
CFCF Industries Holdings, Inc.COM1,294$102.2K<0.1%−7−0.5%ReducedHistory
CNICanadian National Railway CoStock841$102.1K<0.1%+153+22.2%AddedHistory
PCGPG&E CorpStock5,967$102.1K<0.1%+209+3.6%AddedHistory
RMDResmed IncCOM476$101.9K<0.1%+33+7.4%AddedHistory
BAXBaxter International IncStock2,510$101.3K<0.1%+110+4.6%AddedHistory
RACEFerrari N.V.COM243$101.0K<0.1%+27+12.5%AddedHistory
GLWCorning IncCOM3,018$100.7K<0.1%+1,958+184.7%AddedHistory
NICENICE Ltd.SPONSORED ADR450$100.6K<0.1%+51+12.8%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