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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2024

Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.

Institution overview
Positions
3,067
+167 vs. Q1 2024
Portfolio value
$1.51B
+$233.7M (+18.4%) vs. Q1 2024
Filed
Aug 13, 2024
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
HTGCHercules Capital, Inc.COM321$6.92K<0.1%00.0%UnchangedHistory
DKSDick's Sporting Goods, Inc.Stock32$6.92K<0.1%00.0%UnchangedHistory
NHCNational Healthcare CorpCOM51$6.94K<0.1%+13+34.2%AddedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF100$6.95K<0.1%+100New–
RRCRange Resources CorpCOM223$6.96K<0.1%+56+33.5%AddedHistory
NIONIO Inc.ADR1,572$6.98K<0.1%+104+7.1%AddedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF125$6.98K<0.1%+125New–
VYXNCR Voyix CorpCOM475$7.01K<0.1%+4+0.8%AddedHistory
POWIPower Integrations IncCOM96$7.01K<0.1%−118−55.1%ReducedHistory
PRFTPerficient IncCOM93$7.01K<0.1%+68+272.0%AddedHistory
iShares Tr46435G524INTL DIV GRWTH100$7.06K<0.1%00.0%Unchanged–
MCIBarings Corporate InvestorsCOM377$7.08K<0.1%+328+669.4%AddedHistory
EHABEnhabit, Inc.COM692$7.09K<0.1%+192+38.4%AddedHistory
CIBGrupo Cibest S.A.SPON ADR PREF213$7.10K<0.1%00.0%UnchangedHistory
FNBFNB CorpCOM463$7.10K<0.1%00.0%UnchangedHistory
UVVUniversal CorpCOM133$7.11K<0.1%+126+1,800.0%AddedHistory
GBCIGlacier Bancorp, Inc.COM159$7.11K<0.1%−166−51.1%ReducedHistory
IRDMIridium Communications Inc.COM248$7.12K<0.1%00.0%UnchangedHistory
UTZUtz Brands, Inc.COM CL A480$7.12K<0.1%+471+5,233.3%AddedHistory
IPIIntrepid Potash, Inc.COM275$7.17K<0.1%00.0%UnchangedHistory
MSAMSA Safety IncCOM38$7.18K<0.1%00.0%UnchangedHistory
UAAUnder Armour, Inc.Stock1,030$7.18K<0.1%+62+6.4%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500107$7.22K<0.1%+107New–
ESTCElastic N.V.ORD SHS66$7.24K<0.1%+18+37.5%AddedHistory
GRABGrab Holdings LtdCLASS A ORD2,205$7.28K<0.1%+156+7.6%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW105$7.28K<0.1%00.0%Unchanged–
PAASPan American Silver CorpStock317$7.29K<0.1%+9+2.9%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR116$7.29K<0.1%+82+241.2%AddedHistory
KRYSKrystal Biotech, Inc.COM35$7.30K<0.1%+21+150.0%AddedHistory
PRGSProgress Software CorpCOM125$7.30K<0.1%+63+101.6%AddedHistory
American Centy ETF Tr025072356REAL ESTATE ETF167$7.31K<0.1%+11+7.1%Added–
RVLVRevolve Group, Inc.CL A378$7.31K<0.1%+29+8.3%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM113$7.33K<0.1%−53−31.9%ReducedHistory
CVLTCommvault Systems IncCOM48$7.34K<0.1%+9+23.1%AddedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$7.36K<0.1%00.0%Unchanged–
GBDCGolub Capital BDC, Inc.COM482$7.37K<0.1%+6+1.3%AddedHistory
HODLVanEck Bitcoin ETFSH BEN INT100$7.39K<0.1%00.0%UnchangedHistory
BCHBank of ChileSPONSORED ADS309$7.39K<0.1%+112+56.9%AddedHistory
KGCKinross Gold CorpCOM817$7.40K<0.1%+263+47.5%AddedHistory
HMYHarmony Gold Mining Co LtdADR763$7.42K<0.1%+738+2,952.0%AddedHistory
HXLHexcel CorpCOM112$7.42K<0.1%+35+45.5%AddedHistory
KWRQuaker Chemical CorpCOM41$7.44K<0.1%−7−14.6%ReducedHistory
THRMGentherm IncCOM135$7.45K<0.1%+91+206.8%AddedHistory
HAHawaiian Holdings IncCOM584$7.47K<0.1%−71−10.8%ReducedHistory
TKTeekay Corp LtdCOM865$7.50K<0.1%00.0%UnchangedHistory
ESSEssex Property Trust, Inc.COM27$7.51K<0.1%+5+22.7%AddedHistory
HAFCHanmi Financial CorpCOM NEW369$7.53K<0.1%+33+9.8%AddedHistory
iShares Tr464289446RUS TOP 200 ETF56$7.54K<0.1%00.0%Unchanged–
ATKRAtkore Inc.COM56$7.56K<0.1%+2+3.7%AddedHistory
SLABSilicon Laboratories Inc.Stock63$7.57K<0.1%+31+96.9%AddedHistory
PLTKPlaytika Holding Corp.COM1,000$7.63K<0.1%−118−10.6%ReducedHistory
CBSHCommerce Bancshares IncStock118$7.64K<0.1%+18+18.0%AddedHistory
AGFirst Majestic Silver CorpCOM1,237$7.64K<0.1%00.0%UnchangedHistory
RMBSRambus IncCOM149$7.67K<0.1%+34+29.6%AddedHistory
TWITitan International IncCOM902$7.68K<0.1%+902NewHistory
PDSPrecision Drilling CorpCOM NEW100$7.68K<0.1%00.0%UnchangedHistory
UDRUDR, Inc.COM192$7.69K<0.1%+20+11.6%AddedHistory
AFYAAfya LtdCL A COM429$7.70K<0.1%+418+3,800.0%AddedHistory
AUAngloGold Ashanti PLCCOM SHS275$7.72K<0.1%+65+31.0%AddedHistory
DNLIDenali Therapeutics Inc.COM317$7.72K<0.1%+25+8.6%AddedHistory
MMIMarcus & Millichap, Inc.COM196$7.76K<0.1%+73+59.3%AddedHistory
PSNParsons CorpCOM85$7.77K<0.1%+2+2.4%AddedHistory
CAKECheesecake Factory IncCOM200$7.78K<0.1%00.0%UnchangedHistory
COTYCoty Inc.COM CL A784$7.80K<0.1%−856−52.2%ReducedHistory
NENoble Corp plcORD SHS A166$7.84K<0.1%−28−14.4%ReducedHistory
ZZillow Group, Inc.CL C CAP STK161$7.84K<0.1%+9+5.9%AddedHistory
Copel-ADR20441B605ADR1,108$7.86K<0.1%+348+45.8%Added–
SBHSally Beauty Holdings, Inc.COM687$7.87K<0.1%+193+39.1%AddedHistory
WTIW&T Offshore IncCOM3,264$7.87K<0.1%+2,874+736.9%AddedHistory
SVMSilvercorp Metals IncCOM2,109$7.87K<0.1%+52+2.5%AddedHistory
SFNCSimmons First National CorpCL A $1 PAR366$7.88K<0.1%+317+646.9%AddedHistory
MCSMarcus CorpCOM627$7.89K<0.1%+627NewHistory
KOPKoppers Holdings Inc.COM194$7.90K<0.1%00.0%UnchangedHistory
WTFCWintrust Financial CorpCOM73$7.90K<0.1%00.0%UnchangedHistory
VVVValvoline IncCOM170$7.91K<0.1%00.0%UnchangedHistory
XPEVXpeng Inc.ADS982$7.91K<0.1%+609+163.3%AddedHistory
BCBPBCB Bancorp IncCOM625$7.92K<0.1%+310+98.4%AddedHistory
TCPCBlackRock TCP Capital Corp.COM750$7.93K<0.1%00.0%UnchangedHistory
QSRRestaurant Brands International Inc.COM113$7.93K<0.1%−1−0.9%ReducedHistory
NABLN-able, Inc.COMMON STOCK570$7.95K<0.1%00.0%UnchangedHistory
GFLGFL Environmental Inc.SUB VTG SHS205$7.96K<0.1%+24+13.3%AddedHistory
AAMIAcadian Asset Management Inc.COM304$7.96K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$7.96K<0.1%00.0%Unchanged–
BDCBelden Inc.COM86$7.97K<0.1%+3+3.6%AddedHistory
CCOICogent Communications Holdings, Inc.COM NEW113$7.98K<0.1%+66+140.4%AddedHistory
SVCService Properties TrustCOM SH BEN INT1,411$8.00K<0.1%−379−21.2%ReducedHistory
ARMKAramarkCOM234$8.01K<0.1%−1,050−81.8%ReducedHistory
Fidelity Covington Trust316092204MSCI CONSM DIS96$8.02K<0.1%+96New–
UAUnder Armour, Inc.CL C1,181$8.02K<0.1%+771+188.0%AddedHistory
XHRXenia Hotels & Resorts, Inc.COM580$8.05K<0.1%00.0%UnchangedHistory
MGYMagnolia Oil & Gas CorpCL A296$8.06K<0.1%+23+8.4%AddedHistory
Barnes Group Inc067806109COM200$8.07K<0.1%+29+17.0%Added–
CENXCentury Aluminum CoCOM535$8.08K<0.1%+32+6.4%AddedHistory
GNLGlobal Net Lease, Inc.COM NEW931$8.10K<0.1%+517+124.9%AddedHistory
iShares Tr46435G219INVT GRAD SY ETF179$8.10K<0.1%+179New–
CSWCSW Industrials, Inc.COM25$8.11K<0.1%+9+56.3%AddedHistory
NNINelnet IncCL A72$8.12K<0.1%+1+1.4%AddedHistory
Invesco Actively Managed Exc46090A101ACTIVE US REAL88$8.12K<0.1%−156−63.9%Reduced–
FFINFirst Financial Bankshares IncCOM211$8.13K<0.1%00.0%UnchangedHistory
BLDQXO Insulation, LLCStock17$8.13K<0.1%+2+13.3%AddedHistory

Sold out since Q1 2024 (129)

Positions held at the end of Q1 2024 that are gone from this filing.

The largest 100 of 129 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2024
SecurityClassShares in Q1 2024Value in Q1 2024% of portfolio in Q1 2024History
First Trust Cloud Computing ETF33734X192ETF20,550$1.86M0.1%–
AAAUGoldman Sachs Physical Gold ETFETF31,514$714.6K0.1%History
FERGFerguson Enterprises Inc.SHS1,896$398.0K<0.1%History
Leuthold FDS Inc527289789CORE ETF9,217$300.0K<0.1%–
PXDPioneer Natural Resources CoCOM1,104$297.1K<0.1%History
WRKWestRock CoCOM4,308$206.6K<0.1%History
Enerplus Corp292766102COM5,659$110.8K<0.1%–
WIREEncore Wire CorpCOM215$60.1K<0.1%History
ETRNMidstream Co LLCCOM4,394$59.5K<0.1%History
State Street Materials Select Sector SPDR ETF81369Y100ETF600$53.2K<0.1%–
AELAmerican National Group Inc.COM861$48.3K<0.1%History
SWAVShockwave Medical, Inc.COM143$47.2K<0.1%History
REAXReal REMAX Group Inc.COM NEW9,400$36.3K<0.1%History
Fidelity High Dividend ETF316092840ETF800$35.3K<0.1%–
Valkyrie ETF Trust II91917A207BITCOIN MINERS2,500$35.1K<0.1%–
AIRCApartment Income REIT Corp.COM757$29.1K<0.1%History
Global X FDS37954Y293GLB X MLP ENRG I584$28.3K<0.1%–
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF380$26.7K<0.1%–
WisdomTree Tr97717Y527FLOATNG RAT TREA460$23.2K<0.1%–
iShares Tr46428951110+ YR INVST GRD422$20.6K<0.1%–
State Street Real Estate Select Sector SPDR ETF81369Y860ETF511$18.5K<0.1%–
Hollysys Automation Tchngy LG45667105SHS581$13.5K<0.1%–
iShares Tr464287770U.S. FIN SVC ETF213$13.5K<0.1%–
Flagstar Bank, National Association649445103COM5,090$13.5K<0.1%–
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL434$13.4K<0.1%–
CRGYCrescent Energy CoCL A COM1,235$13.1K<0.1%History
Virtus ETF Tr II92790A884NEWF SHOR BD ETF500$12.8K<0.1%–
Lattice Strategies Tr518416870HART DI EQUI ETF236$11.5K<0.1%–
iShares Tr46434V860TRS FLT RT BD211$10.7K<0.1%–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF132$10.3K<0.1%–
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT1,625$9.04K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF65$7.90K<0.1%–
MCHBMechanics BancorpCL A632$7.74K<0.1%History
Janus Detroit STR Tr47103U852HENDERSON MTG174$7.58K<0.1%–
ACHAccendra Health IncStock284$7.03K<0.1%History
XPERXperi Inc.COMMON STOCK642$6.75K<0.1%History
Crescent PT Energy Corp22576C101COM649$5.72K<0.1%–
J P Morgan Exchange-Traded F46641Q746USD EMRNG MKT145$5.52K<0.1%–
Schwab Strategic Tr8085246985 10YR CORP BD122$5.28K<0.1%–
Invesco Exch Traded FD Tr II46138E123S&P SMLCP INDL44$5.23K<0.1%–
DGIIDigi International IncCOM168$5.15K<0.1%History
NTCTNetscout Systems IncCOM227$4.37K<0.1%History
MYPSPLAYSTUDIOS, Inc.CLASS A COM1,961$4.24K<0.1%History
CLDTChatham Lodging TrustCOM443$4.06K<0.1%History
GABGabelli Equity Trust IncCOM741$3.92K<0.1%History
ARTNAArtesian Resources CorpCL A111$3.88K<0.1%History
HIBBHibbett IncCOM41$3.54K<0.1%History
DVAXDynavax Technologies CorpCOM NEW308$3.50K<0.1%History
DOORMasonite International CorpCOM24$3.18K<0.1%History
CNTYCentury Casinos IncCOM1,002$2.98K<0.1%History
iShares Tr464289180MSCI EURO FL ETF128$2.85K<0.1%–
CHDNChurchill Downs IncCOM22$2.84K<0.1%History
PTONPeloton Interactive, Inc.CL A COM900$2.80K<0.1%History
LAZRQLuminar Technologies, Inc.COM CL A1,901$2.79K<0.1%History
PETSPetmed Express IncCOM695$2.75K<0.1%History
TMPTompkins Financial CorpCOM62$2.73K<0.1%History
AVDAmerican Vanguard CorpCOM217$2.47K<0.1%History
ADTNADTRAN Holdings, Inc.COM543$2.38K<0.1%History
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205177$2.29K<0.1%History
UCOProShares Trust IIULTA BLMBG 201767$2.21K<0.1%History
EVBGEverbridge, Inc.COM61$2.12K<0.1%History
SIXSix Flags Entertainment CorpCOM76$1.79K<0.1%History
EVEXEve Holding, Inc.COM321$1.73K<0.1%History
PYCRPaycor HCM, Inc.COM99$1.72K<0.1%History
EXFYExpensify, Inc.COM CL A1,059$1.69K<0.1%History
Sunpower Corp867652406COM758$1.56K<0.1%–
GPROGoPro, Inc.CL A902$1.56K<0.1%History
SRIStoneridge IncCOM104$1.56K<0.1%History
MASS908 Devices Inc.COM250$1.43K<0.1%History
LWLGLightwave Logic, Inc.COM372$1.42K<0.1%History
CCRNCross Country Healthcare IncCOM75$1.32K<0.1%History
TTECTTEC Holdings, Inc.COM179$1.30K<0.1%History
TIGRUP Fintech Holding LtdSPONSORED ADS361$1.27K<0.1%History
SKINSkinHealth Systems Inc.COM CL A388$1.25K<0.1%History
RDUSRadius Recycling, Inc.CL A68$1.19K<0.1%History
ODCOil-Dri Corp of AmericaCOM17$1.18K<0.1%History
Gol Linhas Aereas Inteligent38045R206SPON ADR PFD NEW1,728$1.12K<0.1%–
SABRSabre CorpCOM369$1.06K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW7$1.04K<0.1%History
ENICEnel Chile S.A.SPONSORED ADR348$1.03K<0.1%History
ATECAlphatec Holdings, Inc.COM NEW81$1.02K<0.1%History
RUSHBRush Enterprises IncCL B22$900<0.1%History
GTNGray Media, IncCOM155$891<0.1%History
INBXInhibrx Biosciences, Inc.COM25$851<0.1%History
JPMorgan Chase & Co46625H365ALERIAN ML ETN30$839<0.1%–
XPELXPEL, Inc.COM15$788<0.1%History
FUNSix Flags Entertainment CorporationDEPOSITRY UNIT20$773<0.1%History
HZOMarinemax IncCOM31$765<0.1%History
ARK ETF Tr00214Q807SPACE & DEFENSE50$734<0.1%–
AXIAYAXIA Energia S.A.SPONSORED ADR93$684<0.1%History
SPDR Series Trust78464A144ST STR CORPO ETF24$678<0.1%–
Telus Intl Cda Inc87975H100SUB VTG SHS76$639<0.1%–
Via Renewables, Inc.92556D304CL A COM NEW57$621<0.1%–
TDCX Inc87190U100ADS81$580<0.1%–
LULufax Holding LtdADS REP SHS CL A132$579<0.1%History
RLJRLJ Lodging TrustCOM51$561<0.1%History
HSAIHesai GroupSPONSORED ADS117$545<0.1%History
BGFVBig 5 Sporting Goods CorpCOM150$531<0.1%History
WWWW International, Inc.COM292$529<0.1%History
HKITBiddance AI Systems, Inc.ORD SHS370$522<0.1%History