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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
MELIMercadolibre IncCOM54$78.8K<0.1%+13+31.7%AddedHistory
MRNAModerna, Inc.Stock712$78.5K<0.1%+237+49.9%AddedHistory
KVUEKenvue Inc.Stock4,155$78.2K<0.1%+1,829+78.6%AddedHistory
TTWOTake Two Interactive Software IncCOM547$78.1K<0.1%+7+1.3%AddedHistory
HWCHancock Whitney CorpCOM1,718$78.0K<0.1%+4+0.2%AddedHistory
MLIMueller Industries IncCOM1,390$77.6K<0.1%−30−2.1%ReducedHistory
OTEXOpen Text CorpCOM2,195$77.5K<0.1%+9+0.4%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$77.5K<0.1%00.0%Unchanged–
IDAIdacorp IncCOM816$77.3K<0.1%+126+18.3%AddedHistory
SMSM Energy CoCOM1,586$76.9K<0.1%+19+1.2%AddedHistory
FNFFidelity National Financial, Inc.COM SHS1,553$76.9K<0.1%+41+2.7%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF2,320$76.9K<0.1%+2,080+866.7%Added–
ALCAlcon IncStock987$76.6K<0.1%+127+14.8%AddedHistory
XYZBlock, Inc.CL A1,047$76.4K<0.1%−123−10.5%ReducedHistory
MAPSWM Technology, Inc.COM60,263$76.2K<0.1%00.0%UnchangedHistory
NGGNational Grid PLCSPONSORED ADR NE1,141$76.1K<0.1%+247+27.6%AddedHistory
VLTOVeralto CorpStock810$75.9K<0.1%+633+357.6%AddedHistory
TTDTrade Desk, Inc.Stock914$75.7K<0.1%−1,100−54.6%ReducedHistory
NMRNomura Holdings IncSPONSORED ADR13,221$75.5K<0.1%+5,739+76.7%AddedHistory
TREXTrex Co IncCOM849$75.2K<0.1%−14−1.6%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF842$75.1K<0.1%+361+75.1%Added–
HSBCHSBC Holdings PLCSPON ADR NEW1,712$74.6K<0.1%+889+108.0%AddedHistory
HPQHP IncStock2,641$74.2K<0.1%−231−8.0%ReducedHistory
VSTVistra Corp.Stock975$74.0K<0.1%+572+141.9%AddedHistory
IRMIron Mountain IncCOM954$74.0K<0.1%+600+169.5%AddedHistory
LCIILci IndustriesCOM710$73.8K<0.1%+11+1.6%AddedHistory
FTREFortrea Holdings Inc.COMMON STOCK2,014$73.7K<0.1%+105+5.5%AddedHistory
BNSBank of Nova ScotiaCOM1,605$73.7K<0.1%+811+102.1%AddedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX759$73.5K<0.1%00.0%Unchanged–
TXTernium S.A.SPONSORED ADS1,744$73.4K<0.1%−15−0.9%ReducedHistory
FDUSFidus Investment CorpCOM3,596$73.2K<0.1%+3,596NewHistory
QSQuantumScape CorpCOM CL A13,473$73.0K<0.1%+290+2.2%AddedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF2,545$73.0K<0.1%00.0%Unchanged–
FTNTFortinet, Inc.Stock1,153$72.8K<0.1%+88+8.3%AddedHistory
DOCUDocuSign, Inc.Stock1,282$72.6K<0.1%−1,527−54.4%ReducedHistory
SNOWSnowflake Inc.Stock465$72.1K<0.1%+108+30.3%AddedHistory
GRCGorman Rupp CoCOM2,174$72.1K<0.1%+10+0.5%AddedHistory
CHRDChord Energy CorpCOM NEW407$72.0K<0.1%−24−5.6%ReducedHistory
Innovator ETFs Trust45782C540US EQTY PWR BUF1,985$71.9K<0.1%00.0%Unchanged–
VALEVale S.A.SPONSORED ADS5,908$71.9K<0.1%−1,084−15.5%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR1,000$71.5K<0.1%−625−38.5%ReducedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ1,294$71.0K<0.1%−3−0.2%Reduced–
CMSCMS Energy CorpCOM1,170$70.9K<0.1%−102−8.0%ReducedHistory
TEAMAtlassian CorpCL A411$70.8K<0.1%+6+1.5%AddedHistory
MTHMeritage Homes CORPCOM426$70.6K<0.1%−24−5.3%ReducedHistory
CTVACorteva, Inc.Stock1,302$70.5K<0.1%+154+13.4%AddedHistory
PNWPinnacle West Capital CorpCOM955$70.3K<0.1%−12−1.2%ReducedHistory
NWSANews CorpCL A2,950$70.2K<0.1%−116−3.8%ReducedHistory
VNOVornado Realty TrustSH BEN INT2,686$69.9K<0.1%+1,018+61.0%AddedHistory
RJFRaymond James Financial IncCOM571$69.6K<0.1%+11+2.0%AddedHistory
NPKINPK International Inc.COM SHS10,000$69.4K<0.1%00.0%UnchangedHistory
Barrick Gold Corp067901108COM4,152$69.1K<0.1%+2,358+131.4%Added–
BXMTBlackstone Mortgage Trust, Inc.COM CL A3,915$69.1K<0.1%−2,010−33.9%ReducedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,364$68.8K<0.1%−303−18.2%ReducedHistory
SNVSynovus Financial CorpCOM NEW1,906$68.2K<0.1%+298+18.5%AddedHistory
CNHCNH Industrial N.V.SHS5,968$68.0K<0.1%+2,383+66.5%AddedHistory
Goldman Sachs ETF Tr381430602ACTIVEBETA US1,098$67.6K<0.1%+9+0.8%Added–
ASOAcademy Sports & Outdoors, Inc.COM1,157$67.5K<0.1%+107+10.2%AddedHistory
GPIGroup 1 Automotive IncCOM228$67.1K<0.1%+15+7.0%AddedHistory
UGIUgi CorpStock2,622$67.0K<0.1%−507−16.2%ReducedHistory
GBTCGrayscale Bitcoin Trust ETFETF1,275$67.0K<0.1%+1,275NewHistory
BRKRBruker CorpCOM858$66.9K<0.1%+248+40.7%AddedHistory
Victory Portfolios II92647N766VCSHS US 500 VOL861$66.8K<0.1%−812−48.5%Reduced–
WECWec Energy Group, Inc.Stock807$66.7K<0.1%+267+49.4%AddedHistory
FHNFirst Horizon CorpCOM4,461$66.6K<0.1%+32+0.7%AddedHistory
iShares Tr46432F388MSCI USA VALUE659$66.5K<0.1%+121+22.5%Added–
WPPWPP plcADR1,320$66.5K<0.1%+505+62.0%AddedHistory
DINOHF Sinclair CorpCOM1,223$66.3K<0.1%+134+12.3%AddedHistory
RBB FD Inc74933W536US TREASR 10 YR1,561$66.2K<0.1%+1,561New–
ECLEcolab Inc.Stock292$66.0K<0.1%+41+16.3%AddedHistory
PCARPaccar IncCOM619$65.6K<0.1%+39+6.7%AddedHistory
GILGildan Activewear Inc.Stock1,893$65.6K<0.1%+274+16.9%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF1,456$65.6K<0.1%+566+63.6%Added–
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD4,628$65.3K<0.1%+2,105+83.4%Added–
HASHasbro, Inc.COM1,060$65.0K<0.1%+987+1,352.1%AddedHistory
NTAPNetApp, Inc.Stock634$64.8K<0.1%+180+39.6%AddedHistory
CTRACoterra Energy Inc.Stock2,351$64.3K<0.1%+557+31.0%AddedHistory
SWKSSkyworks Solutions, Inc.Stock602$64.2K<0.1%+359+147.7%AddedHistory
JCIJohnson Controls International plcStock977$63.6K<0.1%+492+101.4%AddedHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,757$63.5K<0.1%+1,757New–
IEXIdex CorpCOM287$63.3K<0.1%+80+38.6%AddedHistory
LUVSouthwest Airlines CoCOM2,432$63.1K<0.1%−353−12.7%ReducedHistory
MGAMagna International IncCOM1,315$62.9K<0.1%+319+32.0%AddedHistory
GGBGerdau S.A.SPON ADR REP PFD17,905$62.3K<0.1%+8,826+97.2%AddedHistory
PFGPrincipal Financial Group IncCOM787$62.3K<0.1%+85+12.1%AddedHistory
EXELExelixis, Inc.COM2,653$62.2K<0.1%−87−3.2%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF2,099$62.1K<0.1%+182+9.5%Added–
ETREntergy CorpCOM581$62.0K<0.1%+429+282.2%AddedHistory
WCCWesco International IncCOM402$61.4K<0.1%−19−4.5%ReducedHistory
CPTCamden Property TrustREIT615$61.3K<0.1%−21−3.3%ReducedHistory
NNNNNN REIT, Inc.REIT1,508$61.1K<0.1%−223−12.9%ReducedHistory
BTGB2GOLD CorpCOM23,915$61.0K<0.1%−10,680−30.9%ReducedHistory
ZMZoom Communications, Inc.Stock993$60.7K<0.1%+139+16.3%AddedHistory
BF.BBrown Forman CorpStock1,263$60.4K<0.1%+104+9.0%AddedHistory
WIREEncore Wire CorpCOM215$60.1K<0.1%+18+9.1%AddedHistory
DTMDT Midstream, Inc.COMMON STOCK965$60.0K<0.1%+713+282.9%AddedHistory
Vanguard Consumer Discretionary ETF92204A108ETF199$59.9K<0.1%+68+51.9%Added–
WUWestern Union COStock4,451$59.8K<0.1%+399+9.8%AddedHistory
AIZAssurant, Inc.Stock343$59.8K<0.1%−107−23.8%ReducedHistory
FEFirstenergy CorpCOM1,559$59.8K<0.1%+1,358+675.6%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