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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
WWRWestwater Resources, Inc.COM NEW500$254<0.1%00.0%UnchangedHistory
SPCEVirgin Galactic Holdings, IncStock36$256<0.1%+2+6.7%AddedConverted for a 1-for-20 splitHistory
SONOSonos IncCOM19$257<0.1%+14+280.0%AddedHistory
PSQHPSQ Holdings, Inc.CL A100$262<0.1%+100NewHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU6$266<0.1%+6New–
ASIXAdvanSix Inc.COM10$280<0.1%00.0%UnchangedHistory
STCStewart Information Services CorpCOM4$283<0.1%+4NewHistory
GRNBarclays Bank PLCETN 4911$298<0.1%+11NewHistory
Dada Nexus Ltd23344D108ADS228$301<0.1%−53−18.9%Reduced–
CUTRCutera IncCOM222$311<0.1%+222NewHistory
SPTSprout Social, Inc.COM CL A8$313<0.1%−112−93.3%ReducedHistory
AMTBAmerant Bancorp Inc.CL A14$315<0.1%00.0%UnchangedHistory
ARRYArray Technologies, Inc.COM SHS30$316<0.1%−229−88.4%ReducedHistory
BBBLACKBERRY LtdCOM133$322<0.1%+98+280.0%AddedHistory
KLXEKLX Energy Services Holdings, Inc.COM NEW47$324<0.1%−187−79.9%ReducedHistory
ENVXEnovix CorpCOM23$331<0.1%+23NewHistory
Azul S A05501U106SPONSR ADR PFD79$333<0.1%−218−73.4%Reduced–
ATRAAtara Biotherapeutics, Inc.COM35$344<0.1%+35NewHistory
GGALGrupo Financiero Galicia SASPONSORED ADR12$348<0.1%+12NewHistory
NCNOnCino, Inc.COM11$360<0.1%−7−38.9%ReducedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$360<0.1%00.0%Unchanged–
LSPDLightspeed Commerce Inc.SUB VTG SHS27$362<0.1%+16+145.5%AddedHistory
FIVEFive Below, IncCOM5$364<0.1%−28−84.8%ReducedHistory
AMWLAmerican Well CorpCOM CL A NEW46$368<0.1%+46NewHistory
LFSTLifeStance Health Group, Inc.COM68$375<0.1%−107−61.1%ReducedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%Unchanged–
YPFYpf Sociedad AnonimaSPON ADR CL D19$379<0.1%+19NewHistory
iShares Tr46434V696CORE MSCI PAC6$381<0.1%00.0%Unchanged–
VIRVir Biotechnology, Inc.COM38$386<0.1%+3+8.6%AddedHistory
RENTRent the Runway, Inc.CL A NEW26$387<0.1%+26NewHistory
IMRXImmuneering CorpCLASS A COM345$390<0.1%+345NewHistory
GRTSGritstone bio, Inc.COM649$390<0.1%00.0%UnchangedHistory
KYNBKyntra Bio, Inc.COM734$396<0.1%00.0%UnchangedHistory
DCBODocebo Inc.COM10$398<0.1%+10NewHistory
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$398<0.1%00.0%Unchanged–
RAPTRAPT Therapeutics, Inc.COM127$399<0.1%+127NewHistory
IMVTImmunovant, Inc.COM14$407<0.1%+11+366.7%AddedHistory
GMEGameStop Corp.Stock18$408<0.1%+13+260.0%AddedHistory
RCMR1 RCM Inc.COM32$412<0.1%+22+220.0%AddedHistory
GEVOGevo, Inc.COM PAR714$415<0.1%+714NewHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC9$419<0.1%00.0%Unchanged–
ADTADT Inc.COM54$420<0.1%+35+184.2%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW24$421<0.1%−181−88.3%ReducedHistory
PHRPhreesia, Inc.COM17$424<0.1%+17NewHistory
SGHCSuper Group (SGHC) LtdORD SHS112$429<0.1%+112NewHistory
ALLKAllakos Inc.COM477$429<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A6$443<0.1%+4+200.0%AddedHistory
CYRXCryoport, Inc.COM PAR $0.00148$443<0.1%+36+300.0%AddedHistory
CALYCallaway Golf CoCOM27$446<0.1%+6+28.6%AddedHistory
AVIRAtea Pharmaceuticals, Inc.COM118$451<0.1%+118NewHistory
CANCanaan Inc.SPONSORED ADS452$452<0.1%+452NewHistory
DKDelek US Holdings, Inc.COM19$452<0.1%+19NewHistory
RKTRocket Companies, Inc.Stock28$453<0.1%+17+154.5%AddedHistory
VECOVeeco Instruments IncCOM11$456<0.1%+11NewHistory
AMTXAemetis, IncCOM NEW143$459<0.1%+143NewHistory
LPROOpen Lending CorpCOM73$460<0.1%+43+143.3%AddedHistory
PDPagerDuty, Inc.COM22$460<0.1%+22NewHistory
PUBMPubMatic, Inc.COM CL A21$461<0.1%+21NewHistory
Townebank Portsmouth Va89214P109COM14$465<0.1%+14New–
RNWReNew Energy Global plcCL A SHS80$466<0.1%+80NewHistory
BYNDBeyond Meat, Inc.COM75$471<0.1%+70+1,400.0%AddedHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$473<0.1%00.0%UnchangedHistory
Carnival Corp Ltd.14365C103ADR31$475<0.1%+23+287.5%Added–
FIGSFIGS, Inc.CL A73$476<0.1%+48+192.0%AddedHistory
CORZCore Scientific, Inc.COM49$478<0.1%+49NewHistory
ACVAACV Auctions Inc.COM CL A28$478<0.1%00.0%UnchangedHistory
AXNXAxonics, Inc.COM7$479<0.1%00.0%UnchangedHistory
FAFirst Advantage CorpCOM28$482<0.1%+28NewHistory
CRICarters IncCOM8$484<0.1%−65−89.0%ReducedHistory
LEGHLegacy Housing CorpCOM17$484<0.1%+17NewHistory
MTNBMatinas BioPharma Holdings, Inc.COM3,000$484<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$494<0.1%00.0%Unchanged–
IVRInvesco Mortgage Capital Inc.COM55$499<0.1%+55NewHistory
CCCCCC Intelligent Solutions Holdings Inc.COM49$503<0.1%+5+11.4%AddedHistory
FRHCFreedom Holding Corp.COM6$505<0.1%+6NewHistory
iShares Tr46429B507MSCI IRELAND ETF7$510<0.1%−6,187−99.9%Reduced–
CABACabaletta Bio, Inc.COM72$511<0.1%+72NewHistory
VITLVital Farms, Inc.COM14$511<0.1%+14NewHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$512<0.1%+10New–
BBDBank BradescoSP ADR PFD NEW231$513<0.1%−912−79.8%ReducedHistory
BOOMDMC Global Inc.COM38$513<0.1%+38NewHistory
CNSCohen & Steers, Inc.COM6$515<0.1%+6NewHistory
KLRSKalaris Therapeutics, Inc.COM695$515<0.1%−634−47.7%ReducedHistory
NVEENV5 Global, Inc.COM5$516<0.1%00.0%UnchangedHistory
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$518<0.1%00.0%Unchanged–
BLBlackline, Inc.COM11$523<0.1%+7+175.0%AddedHistory
VTLEVital Energy, Inc.COM12$523<0.1%+12NewHistory
BWINBaldwin Insurance Group, Inc.COM CL A12$525<0.1%+12NewHistory
RXRXRecursion Pharmaceuticals, Inc.CL A64$525<0.1%+64NewHistory
EVOEvotec SESPONSORED ADS111$528<0.1%+111NewHistory
NGNovagold Resources IncCOM NEW111$531<0.1%+70+170.7%AddedHistory
SNSharkNinja, Inc.COM SHS7$538<0.1%+7NewHistory
REIRing Energy, Inc.COM273$538<0.1%−2,355−89.6%ReducedHistory
PENGPenguin Solutions, Inc.SHS23$538<0.1%+15+187.5%AddedHistory
LACLithium Americas Corp.Stock200$542<0.1%+52+35.1%AddedHistory
GSHDGoosehead Insurance, Inc.COM CL A6$542<0.1%+6NewHistory
ARRArmour Residential REIT, Inc.COM SHS27$545<0.1%+27NewHistory
ELSEquity Lifestyle Properties IncCOM8$549<0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A263$550<0.1%00.0%UnchangedHistory
NXHNeighborhood Intelligence, Inc.COM49$554<0.1%+48+4,800.0%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