Skip to main content
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
BFSSaul Centers, Inc.COM14$554<0.1%−13−48.1%ReducedHistory
DAOYoudao, Inc.SPONSORED ADS179$555<0.1%−101−36.1%ReducedHistory
CLPRClipper Realty Inc.COM141$556<0.1%+141NewHistory
RPTRithm Property Trust Inc.COM159$558<0.1%+159NewHistory
OGIOrganigram Global Inc.Stock337$566<0.1%00.0%UnchangedHistory
NKLANikola CorpCOM NEW63$566<0.1%+14+28.1%AddedConverted for a 1-for-30 splitHistory
iShares Tr464288257MSCI ACWI ETF5$571<0.1%00.0%Unchanged–
OPADOfferpad Solutions Inc.COM CL A129$573<0.1%00.0%UnchangedHistory
FLLFull House Resorts IncCOM102$574<0.1%00.0%UnchangedHistory
LGIHLGI Homes, Inc.COM5$575<0.1%+2+66.7%AddedHistory
MNKDMannkind CorpCOM NEW100$576<0.1%00.0%UnchangedHistory
AVDXAvidXchange Holdings, Inc.COM65$581<0.1%+65NewHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW76$587<0.1%+76NewHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF29$588<0.1%00.0%Unchanged–
PRMEPrime Medicine, Inc.COM106$595<0.1%+106NewHistory
RILYBRC Group Holdings, Inc.COM31$595<0.1%−202−86.7%ReducedHistory
BCABBioAtla, Inc.COM329$595<0.1%+329NewHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG52$601<0.1%+4+8.3%AddedHistory
PDSBPDS Biotechnology CorpCOM169$602<0.1%+169NewHistory
IDYAIDEAYA Biosciences, Inc.COM14$603<0.1%+14NewHistory
HGVHilton Grand Vacations Inc.COM14$605<0.1%00.0%UnchangedHistory
OPIOffice Properties Income TrustCOM SHS BEN INT244$608<0.1%+244NewHistory
CLNEClean Energy Fuels Corp.COM216$616<0.1%−776−78.2%ReducedHistory
PRVAPrivia Health Group, Inc.COM30$622<0.1%+30NewHistory
TBRGTruBridge, Inc.COM56$628<0.1%00.0%UnchangedHistory
RUMRUM Group Inc.Stock100$632<0.1%00.0%UnchangedHistory
VINPVinci Compass Investments Ltd.COM CL A56$632<0.1%+56NewHistory
SBDSSolo Brands, Inc.COM CL A266$636<0.1%00.0%UnchangedHistory
IRBTiRobot CorpCOM54$637<0.1%00.0%UnchangedHistory
HCPHashiCorp, Inc.COM CL A19$641<0.1%+7+58.3%AddedHistory
NGVTIngevity CorpCOM14$642<0.1%−39−73.6%ReducedHistory
UPSTUpstart Holdings, Inc.COM23$643<0.1%+21+1,050.0%AddedHistory
WTBAWest Bancorporation IncCAP STK31$643<0.1%00.0%UnchangedHistory
BLUEbluebird bio, Inc.COM555$644<0.1%+555NewHistory
TCBKTrico BancsharesCOM14$651<0.1%+14NewHistory
FBKFB Financial CorpCOM14$654<0.1%+14NewHistory
MHDBlackRock Muniholdings Fund, Inc.COM54$654<0.1%00.0%UnchangedHistory
RMRegional Management Corp.COM20$654<0.1%00.0%UnchangedHistory
WOLFWolfspeed, Inc.Stock35$660<0.1%−73−67.6%ReducedHistory
KLICKulicke & Soffa Industries IncCOM14$661<0.1%+14NewHistory
NECBNorthEast Community Bancorp, Inc.COM29$661<0.1%+29NewHistory
VRNSVaronis Systems IncCOM12$662<0.1%+7+140.0%AddedHistory
EEExcelerate Energy, Inc.CL A COM33$664<0.1%00.0%UnchangedHistory
HTOH2O AmericaCOM11$667<0.1%+11NewHistory
MHOM/I Homes, Inc.COM4$667<0.1%00.0%UnchangedHistory
RIGLRigel Pharmaceuticals IncCOM NEW63$667<0.1%+63NewHistory
FBNCFirst BancorpCOM16$669<0.1%+16NewHistory
ZDZiff Davis, Inc.COM14$670<0.1%−374−96.4%ReducedHistory
UEUrban Edge PropertiesCOM33$670<0.1%00.0%UnchangedHistory
AGYSAgilysys IncCOM6$673<0.1%00.0%UnchangedHistory
UTLUnitil CorpCOM11$674<0.1%+11NewHistory
CODICompass Diversified HoldingsSH BEN INT28$674<0.1%+28NewHistory
OTTROtter Tail CorpCOM7$678<0.1%+7NewHistory
RRRRed Rock Resorts, Inc.CL A12$684<0.1%00.0%UnchangedHistory
EFSCEnterprise Financial Services CorpCOM13$687<0.1%+13NewHistory
OECOrion S.A.COM28$689<0.1%+4+16.7%AddedHistory
MBIMbia IncCOM157$691<0.1%00.0%UnchangedHistory
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT33$702<0.1%+33New–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF26$703<0.1%+10+62.5%Added–
CATYCathay General BancorpCOM16$709<0.1%−23−59.0%ReducedHistory
BHMBluerock Homes Trust, Inc.COM CL A38$709<0.1%00.0%UnchangedHistory
MEHCQChrome Holding Co.CLASS A COM1,773$709<0.1%00.0%UnchangedHistory
BWBBridgewater Bancshares IncCOM52$718<0.1%00.0%UnchangedHistory
ALKTAlkami Technology, Inc.Stock22$720<0.1%+7+46.7%AddedHistory
RIOTRiot Platforms, Inc.COM71$724<0.1%+66+1,320.0%AddedHistory
MCBSMetroCity Bankshares, Inc.COM23$727<0.1%+23NewHistory
BCRXBiocryst Pharmaceuticals IncCOM100$728<0.1%00.0%UnchangedHistory
BCLIBrainstorm Cell Therapeutics Inc.COM NEW2,128$728<0.1%00.0%UnchangedHistory
FUBOFuboTV Inc.COM501$732<0.1%+501NewHistory
FIZZNational Beverage CorpCOM15$732<0.1%+6+66.7%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM126$741<0.1%+27+27.3%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A57$750<0.1%+57NewHistory
HCIHCI Group, Inc.COM8$754<0.1%00.0%UnchangedHistory
NAVINavient CorpCOM46$755<0.1%+35+318.2%AddedHistory
FOLDAmicus Therapeutics, Inc.COM74$763<0.1%+17+29.8%AddedHistory
ANVSAnnovis Bio, Inc.COM83$773<0.1%+83NewHistory
LTRXLantronix IncCOM NEW190$779<0.1%00.0%UnchangedHistory
KMTKennametal IncCOM30$784<0.1%−52−63.4%ReducedHistory
SANASana Biotechnology, Inc.COM129$786<0.1%00.0%UnchangedHistory
RPAYRepay Holdings CorpCOM CL A82$789<0.1%+60+272.7%AddedHistory
NVAXNovavax IncCOM NEW62$794<0.1%+2+3.3%AddedHistory
SUMSummit Materials, Inc.CL A19$794<0.1%−6−24.0%ReducedHistory
AEVAAeva Technologies, Inc.COM NEW220$799<0.1%+200+1,000.0%AddedHistory
TRMKTrustmark CorpCOM23$799<0.1%+23NewHistory
UPWKUpwork, IncCOM66$800<0.1%+66NewHistory
ASMBAssembly Biosciences, Inc.COM NEW55$803<0.1%00.0%UnchangedHistory
EQXEquinox Gold Corp.COM143$804<0.1%+55+62.5%AddedHistory
TPICQTpi Composites, IncCOM189$805<0.1%00.0%UnchangedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$817<0.1%−131−91.6%Reduced–
CFLTConfluent, Inc.CLASS A COM33$825<0.1%+12+57.1%AddedHistory
FNGRFingerMotion, Inc.COM390$827<0.1%00.0%UnchangedHistory
SASeabridge Gold IncCOM50$830<0.1%00.0%UnchangedHistory
QUREuniQure N.V.SHS109$835<0.1%+109NewHistory
SPDR Series Trust78468R408ST TERM HIGH ETF33$837<0.1%+33New–
VCYTVeracyte, Inc.COM35$840<0.1%+25+250.0%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF6$849<0.1%00.0%Unchanged–
OMOutset Medical, Inc.COM240$852<0.1%+16+7.1%AddedHistory
LKFTLakefront Biotherapeutics NVSPON ADR32$853<0.1%−98−75.4%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP42$853<0.1%00.0%UnchangedHistory
FRSTPrimis Financial Corp.COM65$858<0.1%00.0%UnchangedHistory

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