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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
ABCBAmeris BancorpCOM356$21.7K<0.1%00.0%UnchangedHistory
CSGPCostar Group, Inc.COM280$21.8K<0.1%−39−12.2%ReducedHistory
HPHelmerich & Payne, Inc.COM541$21.9K<0.1%+20+3.8%AddedHistory
AGMFederal Agricultural Mortgage CorpCL C106$21.9K<0.1%00.0%UnchangedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF815$22.0K<0.1%−875−51.8%Reduced–
TSLXSixth Street Specialty Lending, Inc.COM1,061$22.1K<0.1%00.0%UnchangedHistory
EGHT8X8 IncCOM7,195$22.2K<0.1%−1,000−12.2%ReducedHistory
DHTDHT Holdings, Inc.SHS NEW1,887$22.2K<0.1%+1,485+369.4%AddedHistory
TGNATegna IncCOM1,393$22.2K<0.1%+160+13.0%AddedHistory
DYDycom Industries IncCOM121$22.2K<0.1%+49+68.1%AddedHistory
AAONAaon, Inc.COM PAR $0.004251$22.2K<0.1%+21+9.1%AddedHistory
DAYDayforce, Inc.COM376$22.3K<0.1%+84+28.8%AddedHistory
DOVDOVER CorpCOM121$22.3K<0.1%+40+49.4%AddedHistory
BURLBurlington Stores, Inc.COM86$22.4K<0.1%+1+1.2%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF621$22.4K<0.1%+82+15.2%Added–
WBAWalgreens Boots Alliance, Inc.COM1,891$22.4K<0.1%−151−7.4%ReducedHistory
iShares Tr46434V274INTL EQTY FACTOR745$22.4K<0.1%+745New–
ONTOOnto Innovation Inc.COM118$22.6K<0.1%+22+22.9%AddedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL701$22.6K<0.1%00.0%Unchanged–
AOSSmith A O CorpCOM266$22.6K<0.1%+22+9.0%AddedHistory
Fidelity MSCI Energy Index ETF316092402ETF883$22.7K<0.1%+510+136.7%Added–
Fidelity MSCI Health Care Index ETF316092600ETF322$22.8K<0.1%+322New–
VanEck ETF Trust92189F429PREFERRED SECURT1,322$22.8K<0.1%00.0%Unchanged–
HIMXHimax Technologies, Inc.SPONSORED ADR3,350$22.8K<0.1%+498+17.5%AddedHistory
MRCYMercury Systems IncCOM646$23.0K<0.1%+393+155.3%AddedHistory
WDWalker & Dunlop, Inc.COM215$23.0K<0.1%+24+12.6%AddedHistory
ABRArbor Realty Trust IncCOM1,704$23.0K<0.1%+537+46.0%AddedHistory
SPDR Series Trust78464A516ST INTL BBG ETF1,036$23.0K<0.1%+834+412.9%Added–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$23.0K<0.1%00.0%UnchangedHistory
Pacer FDS Tr69374H865EMRG MKT CASH1,140$23.1K<0.1%−243−17.6%Reduced–
SPDR Series Trust78468R622ST BLOO HIGH ETF241$23.1K<0.1%00.0%Unchanged–
HOUSAnywhere Real Estate Inc.COM4,900$23.1K<0.1%−1,044−17.6%ReducedHistory
GFFGriffon CorpCOM321$23.1K<0.1%−1−0.3%ReducedHistory
BLMNBloomin' Brands, Inc.COM1,111$23.2K<0.1%−161−12.7%ReducedHistory
IRTIndependence Realty Trust, Inc.COM1,245$23.2K<0.1%+134+12.1%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF827$23.2K<0.1%+7+0.9%Added–
CPACopa Holdings, S.A.CL A262$23.3K<0.1%+127+94.1%AddedHistory
VLGEAVillage Super Market IncCL A NEW736$23.3K<0.1%+483+190.9%AddedHistory
LXFRLuxfer Holdings PLCSHS1,804$23.3K<0.1%+378+26.5%AddedHistory
AKAMAkamai Technologies IncCOM238$23.4K<0.1%+23+10.7%AddedHistory
ProShares Bitcoin ETF74347G440ETF1,033$23.4K<0.1%+160+18.3%Added–
KNKnowles CorpCOM1,283$23.4K<0.1%+119+10.2%AddedHistory
First Tr Exchange-Traded FD336917109SHS579$23.5K<0.1%+579New–
WisdomTree Tr97717X701EUROPE HEDGED EQ532$23.6K<0.1%00.0%Unchanged–
AGRAvangrid, Inc.COM662$23.6K<0.1%−30−4.3%ReducedHistory
GAPGap IncCOM1,009$23.7K<0.1%+235+30.4%AddedHistory
NFGNational Fuel Gas CoStock405$23.7K<0.1%+19+4.9%AddedHistory
RELYRemitly Global, Inc.COM1,797$23.7K<0.1%+1,333+287.3%AddedHistory
MCWMister Car Wash, Inc.COM3,131$23.8K<0.1%+1,612+106.1%AddedHistory
Fidelity Covington Trust316092873MSCI COMMNTN SVC461$23.8K<0.1%+461New–
KOPNKopin CorpCOM22,500$23.9K<0.1%+2,000+9.8%AddedHistory
WATWaters CorpCOM71$23.9K<0.1%−11−13.4%ReducedHistory
SOLVSolventum CorpStock406$23.9K<0.1%−53−11.5%ReducedHistory
PHINPhinia Inc.COMMON STOCK538$24.0K<0.1%00.0%UnchangedHistory
CROXCrocs, Inc.COM179$24.1K<0.1%+15+9.1%AddedHistory
PACPacific Airport GroupSPON ADS B152$24.2K<0.1%+28+22.6%AddedHistory
CPNGCoupang, Inc.CL A1,169$24.3K<0.1%+168+16.8%AddedHistory
ALEAllete IncCOM NEW377$24.3K<0.1%+32+9.3%AddedHistory
UCBUnited Community Banks IncCOM786$24.3K<0.1%+160+25.6%AddedHistory
FULFuller H B CoStock283$24.4K<0.1%+16+6.0%AddedHistory
DPZDominos Pizza IncCOM57$24.4K<0.1%+20+54.1%AddedHistory
JBLUJetBlue Airways CorpCOM3,833$24.6K<0.1%+194+5.3%AddedHistory
MNDYmonday.com Ltd.SHS107$24.6K<0.1%+15+16.3%AddedHistory
STNGScorpio Tankers Inc.SHS321$24.6K<0.1%+291+970.0%AddedHistory
HRLHormel Foods CorpCOM768$24.7K<0.1%+27+3.6%AddedHistory
TIMBTim S.A.SPONSORED ADR1,606$24.7K<0.1%+835+108.3%AddedHistory
KRPKimbell Royalty Partners, LPUNIT1,500$24.7K<0.1%+1,500NewHistory
PLUSEplus IncCOM270$24.8K<0.1%00.0%UnchangedHistory
SEMSelect Medical Holdings CorpCOM625$24.9K<0.1%+116+22.8%AddedHistory
NBIXNeurocrine Biosciences IncStock176$24.9K<0.1%+32+22.2%AddedHistory
DOXAmdocs LtdSHS285$24.9K<0.1%+10+3.6%AddedHistory
STRAStrategic Education, Inc.COM237$25.0K<0.1%00.0%UnchangedHistory
TAPMolson Coors Beverage CoCL B475$25.1K<0.1%+84+21.5%AddedHistory
HUBGHub Group, Inc.CL A538$25.2K<0.1%+90+20.1%AddedHistory
HOLXHologic IncCOM309$25.2K<0.1%+44+16.6%AddedHistory
SKYWSkywest IncCOM316$25.3K<0.1%−5−1.6%ReducedHistory
OLNOLIN CorpStock554$25.3K<0.1%+17+3.2%AddedHistory
BSTBlackRock Science & Technology TrustSHS710$25.3K<0.1%00.0%UnchangedHistory
DIODDiodes IncCOM325$25.4K<0.1%+63+24.0%AddedHistory
CNXCConcentrix CorpStock362$25.5K<0.1%+117+47.8%AddedHistory
FNVFranco Nevada CorpStock198$25.5K<0.1%+35+21.5%AddedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT392$25.5K<0.1%00.0%UnchangedHistory
ELEstee Lauder Companies IncCL A257$25.6K<0.1%−394−60.5%ReducedHistory
SCIService Corp InternationalCOM321$25.7K<0.1%+33+11.5%AddedHistory
NTRSNorthern Trust CorpCOM290$25.7K<0.1%+73+33.6%AddedHistory
STEPStepStone Group Inc.COM CL A512$25.7K<0.1%00.0%UnchangedHistory
NOKNokia CorpSPONSORED ADR6,580$25.8K<0.1%+1,223+22.8%AddedHistory
FFIVF5, Inc.Stock127$25.9K<0.1%+32+33.7%AddedHistory
CVECenovus Energy Inc.COM1,285$25.9K<0.1%+189+17.2%AddedHistory
Global X FDS37954Y657US PFD ETF1,311$25.9K<0.1%+21+1.6%Added–
iShares Tr46435G102CONV BD ETF323$25.9K<0.1%+219+210.6%Added–
VanEck ETF Trust92189F437FALLEN ANGEL HG898$26.0K<0.1%+522+138.8%Added–
SILASila Realty Trust, Inc.COMMON STOCK1,113$26.0K<0.1%+1,113NewHistory
SNEXStoneX Group Inc.COM312$26.0K<0.1%00.0%UnchangedHistory
CAECae IncCOM1,434$26.1K<0.1%+305+27.0%AddedHistory
HBMHudbay Minerals Inc.COM3,131$26.1K<0.1%+756+31.8%AddedHistory
HRBH&R Block IncCOM453$26.2K<0.1%−88−16.3%ReducedHistory
NETCloudflare, Inc.CL A COM341$26.4K<0.1%−71−17.2%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF340$26.5K<0.1%−74−17.9%Reduced–
Goldman Sachs ETF Tr381430602ACTIVEBETA US376$26.5K<0.1%−722−65.8%Reduced–

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