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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
CZRCaesars Entertainment, Inc.COM365$14.6K<0.1%+252+223.0%AddedHistory
ATOAtmos Energy CorpCOM115$14.7K<0.1%+1+0.9%AddedHistory
CASYCaseys General Stores IncCOM38$14.7K<0.1%+5+15.2%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM365$14.8K<0.1%+95+35.2%AddedHistory
GOLFAcushnet Holdings Corp.COM204$14.8K<0.1%+56+37.8%AddedHistory
UGPUltrapar Holdings IncSP ADR REP COM3,761$14.8K<0.1%+2,024+116.5%AddedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$14.8K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF583$14.9K<0.1%+7+1.2%Added–
CBRLCracker Barrel Old Country Store, IncCOM324$14.9K<0.1%+50+18.2%AddedHistory
XUnited States Steel CorpCOM362$14.9K<0.1%+56+18.3%AddedHistory
MTXMinerals Technologies IncCOM190$14.9K<0.1%+49+34.8%AddedHistory
iShares Tr464288513IBOXX HI YD ETF190$14.9K<0.1%+25+15.2%Added–
JRSNuveen Real Estate Income FundCOM1,800$15.0K<0.1%00.0%UnchangedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF482$15.0K<0.1%+93+23.9%Added–
BCBrunswick CorpCOM184$15.0K<0.1%+19+11.5%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A237$15.0K<0.1%+11+4.9%AddedHistory
ROCKGibraltar Industries, Inc.COM202$15.0K<0.1%00.0%UnchangedHistory
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF196$15.0K<0.1%+196New–
JOBYJoby Aviation, Inc.COMMON STOCK2,512$15.0K<0.1%+2,500+20,833.3%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,498$15.0K<0.1%+89+3.7%AddedHistory
SIGSignet Jewelers LtdSHS179$15.1K<0.1%−8−4.3%ReducedHistory
MVSTMicrovast Holdings, Inc.COM38,592$15.1K<0.1%+1,000+2.7%AddedHistory
KTBKontoor Brands, Inc.Stock215$15.1K<0.1%+29+15.6%AddedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF350$15.1K<0.1%+100+40.0%Added–
APAMArtisan Partners Asset Management Inc.CL A342$15.1K<0.1%+22+6.9%AddedHistory
WisdomTree Tr97717W851JAPN HEDGE EQT138$15.2K<0.1%+91+193.6%Added–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM386$15.2K<0.1%+386New–
WisdomTree Tr97717W281EMG MKTS SMCAP293$15.2K<0.1%00.0%Unchanged–
LNTAlliant Energy CorpStock273$15.2K<0.1%−472−63.4%ReducedHistory
Affimed N VN01045207ORDINARY SHS NEW3,000$15.2K<0.1%+3,000New–
LAMRLamar Advertising CoREIT127$15.2K<0.1%+1+0.8%AddedHistory
RESRPC IncCOM2,038$15.2K<0.1%−74−3.5%ReducedHistory
IESCIES Holdings, Inc.COM99$15.2K<0.1%+83+518.8%AddedHistory
FYBRFrontier Communications Parent, Inc.COM522$15.3K<0.1%+114+27.9%AddedHistory
RYNRayonier IncCOM505$15.3K<0.1%+14+2.9%AddedHistory
KMPRKEMPER CorpCOM240$15.4K<0.1%+147+158.1%AddedHistory
ACIWAci Worldwide, Inc.Stock356$15.4K<0.1%+27+8.2%AddedHistory
iShares Tr46432F875MRNGSTR INC ETF769$15.5K<0.1%00.0%Unchanged–
SNDRSchneider National, Inc.CL B575$15.5K<0.1%+30+5.5%AddedHistory
HCCWarrior Met Coal, Inc.COM224$15.5K<0.1%+22+10.9%AddedHistory
RXORXO, Inc.COMMON STOCK489$15.5K<0.1%+14+2.9%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW407$15.5K<0.1%−11−2.6%ReducedHistory
NEONeogenomics IncCOM NEW878$15.6K<0.1%+11+1.3%AddedHistory
WPMWheaton Precious Metals Corp.COM261$15.6K<0.1%+15+6.1%AddedHistory
LECOLincoln Electric Holdings IncCOM76$15.6K<0.1%−31−29.0%ReducedHistory
NVSTEnvista Holdings CorpCOM915$15.6K<0.1%+55+6.4%AddedHistory
FLSFlowserve CorpCOM309$15.6K<0.1%+309NewHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX64$15.6K<0.1%00.0%Unchanged–
MGAMagna International IncCOM356$15.8K<0.1%−959−72.9%ReducedHistory
MANUManchester United plcORD CL A921$15.8K<0.1%+545+144.9%AddedHistory
XPROExpro Group Holdings N.V.COM681$15.8K<0.1%00.0%UnchangedHistory
NWLNewell Brands Inc.Stock1,846$15.9K<0.1%+307+19.9%AddedHistory
iShares Inc464286608MSCI EURZONE ETF321$15.9K<0.1%−456−58.7%Reduced–
UBSIUnited Bankshares IncCOM409$15.9K<0.1%+2+0.5%AddedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD456$15.9K<0.1%+456New–
THGHanover Insurance Group, Inc.COM116$15.9K<0.1%+23+24.7%AddedHistory
CNRCore Natural Resources, Inc.COM160$16.0K<0.1%+33+26.0%AddedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR899$16.0K<0.1%−34−3.6%ReducedHistory
WTMWhite Mountains Insurance Group LtdCOM9$16.1K<0.1%00.0%UnchangedHistory
AFGAmerican Financial Group IncCOM123$16.1K<0.1%+7+6.0%AddedHistory
OSCROscar Health, Inc.CL A915$16.2K<0.1%−262−22.3%ReducedHistory
Fidelity MSCI Financials Index ETF316092501ETF262$16.2K<0.1%+262New–
GRFSGrifols SASP ADR REP B NVT2,176$16.3K<0.1%+437+25.1%AddedHistory
GENGen Digital Inc.Stock627$16.3K<0.1%+157+33.4%AddedHistory
ABCLAbCellera Biologics Inc.COM5,000$16.3K<0.1%+5,000NewHistory
JBGSJBG Smith PropertiesCOM997$16.3K<0.1%+72+7.8%AddedHistory
ACTEnact Holdings, Inc.COM481$16.4K<0.1%+104+27.6%AddedHistory
IOSPInnospec Inc.COM126$16.5K<0.1%+38+43.2%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock425$16.6K<0.1%00.0%Unchanged–
CBZCBIZ, Inc.COM240$16.7K<0.1%+19+8.6%AddedHistory
PIPRPiper Sandler CompaniesCOM61$16.7K<0.1%+61NewHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I275$16.7K<0.1%+4+1.5%Added–
ONONOn Holding AGStock403$16.7K<0.1%+35+9.5%AddedHistory
FETForum Energy Technologies, Inc.COM908$16.8K<0.1%00.0%UnchangedHistory
SIGISelective Insurance Group IncCOM186$16.8K<0.1%+14+8.1%AddedHistory
IDCCInterDigital, Inc.COM137$16.8K<0.1%+75+121.0%AddedHistory
GAINGladstone Investment CorporationdeCEF1,200$16.8K<0.1%00.0%UnchangedHistory
BTUPeabody Energy CorpCOM758$16.8K<0.1%−418−35.5%ReducedHistory
MATWMatthews International CorpCL A582$16.8K<0.1%−60−9.3%ReducedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM514$16.9K<0.1%+14+2.8%AddedHistory
HTZHertz Global Holdings, IncCOM NEW4,136$16.9K<0.1%+401+10.7%AddedHistory
IBTXIndependent Bank Group, Inc.COM286$16.9K<0.1%+25+9.6%AddedHistory
PRMWPrimo Water CorpCOM771$16.9K<0.1%+470+156.1%AddedHistory
LBRTLiberty Energy Inc.COM CL A701$16.9K<0.1%+60+9.4%AddedHistory
DLXDeluxe CorpCOM698$17.0K<0.1%00.0%UnchangedHistory
PKPark Hotels & Resorts Inc.COM1,132$17.0K<0.1%+27+2.4%AddedHistory
KEYKeycorpCOM1,058$17.1K<0.1%−116−9.9%ReducedHistory
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$17.1K<0.1%00.0%Unchanged–
TCOMTrip.com Group LtdADS402$17.1K<0.1%+240+148.1%AddedHistory
XMTRXometry, Inc.CLASS A COM1,173$17.2K<0.1%−131−10.0%ReducedHistory
Olink Hldg AB680710100SPONSORED ADS658$17.2K<0.1%+152+30.0%Added–
IPARInterparfums IncCOM122$17.2K<0.1%−7−5.4%ReducedHistory
NVRNVR IncCOM2$17.2K<0.1%00.0%UnchangedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,246$17.3K<0.1%+680+120.1%AddedHistory
GBXGreenbrier Companies IncStock339$17.3K<0.1%00.0%UnchangedHistory
BRCBrady CorpCL A243$17.4K<0.1%+138+131.4%AddedHistory
TFXTeleflex IncCOM79$17.5K<0.1%−9−10.2%ReducedHistory
TMDXTransMedics Group, Inc.COM123$17.5K<0.1%−55−30.9%ReducedHistory
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$17.6K<0.1%+2,040+51,000.0%Added–
CIGEnergy Co of Minas GeraisSP ADR N-V PFD9,249$17.6K<0.1%+3,592+63.5%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