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
CGCCanopy Growth CorpCOM NEW113$859<0.1%+3+2.7%AddedHistory
NVCRNovoCure LtdORD SHS38$865<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18$877<0.1%+18New–
MLCOMelco Resorts & Entertainment LTDADR154$879<0.1%−459−74.9%ReducedHistory
AMNAmn Healthcare Services IncCOM13$879<0.1%−4−23.5%ReducedHistory
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$889<0.1%+72NewHistory
SPDR Index Shs FDS78463X871ST INTL CAP ETF27$892<0.1%00.0%Unchanged–
MCRBSeres Therapeutics, Inc.COM666$892<0.1%+666NewHistory
Abrdn ETFs003261104BBRG ALL COMD K146$901<0.1%00.0%Unchanged–
AIFUAIFU Inc.SPONSORED ADR575$903<0.1%00.0%UnchangedHistory
NOVASunnova Energy International Inc.COM128$905<0.1%00.0%UnchangedHistory
IOTSamsara Inc.Stock24$919<0.1%+20+500.0%AddedHistory
BOCBoston Omaha CorpStock63$926<0.1%+63NewHistory
SWTXSpringWorks Therapeutics, Inc.COM26$934<0.1%+3+13.0%AddedHistory
TNETTrinet Group, Inc.COM9$939<0.1%+4+80.0%AddedHistory
GTMZoomInfo Technologies Inc.Stock84$954<0.1%−525−86.2%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A20$955<0.1%+20NewHistory
PIImpinj IncCOM6$956<0.1%+6NewHistory
GPMTGranite Point Mortgage Trust Inc.COM STK327$974<0.1%+215+192.0%AddedHistory
AGIOAgios Pharmaceuticals, Inc.COM21$974<0.1%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A492$974<0.1%00.0%UnchangedHistory
STHOStar HoldingsSHS BEN INT73$982<0.1%00.0%UnchangedHistory
RCKYRocky Brands, Inc.COM29$994<0.1%00.0%UnchangedHistory
ULCCFrontier Group Holdings, Inc.COM254$1.00K<0.1%−715−73.8%ReducedHistory
CNNECannae Holdings, Inc.COM50$1.01K<0.1%00.0%UnchangedHistory
iShares Tr46432F859CORE 1 5 YR USD21$1.01K<0.1%−275−92.9%Reduced–
FPIFarmland Partners Inc.COM95$1.01K<0.1%00.0%UnchangedHistory
PRCTPROCEPT BioRobotics CorpCOM16$1.01K<0.1%+16NewHistory
MXLMaxlinear, IncCOM72$1.02K<0.1%+15+26.3%AddedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.02K<0.1%00.0%Unchanged–
CBIOCrescent Biopharma, Inc.COM4,755$1.03K<0.1%+4,755NewHistory
EVTCEVERTEC, Inc.COM30$1.03K<0.1%−8−21.1%ReducedHistory
ETDEthan Allen Interiors IncCOM34$1.05K<0.1%00.0%UnchangedHistory
Tidal ETF Tr886364306SOFI NEXT 50075$1.05K<0.1%00.0%Unchanged–
GKOSGLAUKOS CorpCOM9$1.05K<0.1%+1+12.5%AddedHistory
KAIKadant IncCOM3$1.05K<0.1%+3NewHistory
Ea Series Trust02072L607FREEDOM 100 EM30$1.05K<0.1%+30New–
LCIDLucid Group, Inc.COM300$1.06K<0.1%−744−71.3%ReducedHistory
CTKBCytek Biosciences, Inc.COM158$1.06K<0.1%00.0%UnchangedHistory
Jacob FDS Inc469785703FORWARD ETF100$1.06K<0.1%00.0%Unchanged–
RWTRedwood Trust IncCOM146$1.06K<0.1%00.0%UnchangedHistory
APIAgora, Inc.ADS426$1.06K<0.1%+399+1,477.8%AddedHistory
SMTCSemtech CorpStock34$1.08K<0.1%+18+112.5%AddedHistory
ATSATS CorpCOM36$1.08K<0.1%−83−69.7%ReducedHistory
VOXXVOXX International CorpCL A425$1.09K<0.1%00.0%UnchangedHistory
GDOTGreen Dot CorpCL A114$1.09K<0.1%00.0%UnchangedHistory
TWSTTwist Bioscience CorpCOM20$1.12K<0.1%+18+900.0%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.12K<0.1%00.0%Unchanged–
CHMICherry Hill Mortgage Investment CorpCOM292$1.12K<0.1%+141+93.4%AddedHistory
GTLSChart Industries IncCOM7$1.13K<0.1%00.0%UnchangedHistory
GOODGladstone Commercial CorpCOM75$1.13K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A592$1.13K<0.1%+592NewHistory
ARAntero Resources CorpCOM39$1.13K<0.1%+39NewHistory
ASTSAST SpaceMobile, Inc.COM CL A55$1.14K<0.1%+55NewHistory
PRDOPerdoceo Education CorpCOM46$1.14K<0.1%00.0%UnchangedHistory
DDD3D Systems CorpCOM NEW313$1.14K<0.1%−1,173−78.9%ReducedHistory
FRPHFRP Holdings, Inc.COM38$1.14K<0.1%−38−50.0%ReducedConverted for a 2-for-1 splitHistory
FFBCFirst Financial BancorpCOM42$1.15K<0.1%00.0%UnchangedHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$1.15K<0.1%00.0%UnchangedHistory
ARMArm Holdings PLCADR8$1.15K<0.1%+8NewHistory
GRALGRAIL, Inc.COM75$1.15K<0.1%+75NewHistory
BBTBeacon Financial CorpCOM42$1.16K<0.1%00.0%UnchangedHistory
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.16K<0.1%00.0%Unchanged–
RHRHCOM4$1.16K<0.1%−1−20.0%ReducedHistory
XERSXeris Biopharma Holdings, Inc.COM468$1.16K<0.1%00.0%UnchangedHistory
NFENew Fortress Energy Inc.COM CL A59$1.17K<0.1%+21+55.3%AddedHistory
JRVRJames River Group Holdings, Inc.COM135$1.17K<0.1%+11+8.9%AddedHistory
CIMChimera Investment CorpCOM SHS80$1.17K<0.1%−426−84.2%ReducedConverted for a 1-for-3 splitHistory
HAYNHaynes International IncCOM NEW20$1.19K<0.1%00.0%UnchangedHistory
EZPWEzcorp IncCL A NON VTG115$1.20K<0.1%00.0%UnchangedHistory
ONBOld National BancorpStock60$1.20K<0.1%+43+252.9%AddedHistory
EVAEnviva, LLCCOM2,851$1.20K<0.1%+851+42.6%AddedHistory
CRCTCricut, Inc.COM CL A194$1.21K<0.1%00.0%UnchangedHistory
AVNTAvient CorpCOM27$1.22K<0.1%00.0%UnchangedHistory
CRVLCorvel CorpCOM4$1.23K<0.1%00.0%UnchangedHistory
RLRalph Lauren CorpCL A7$1.23K<0.1%−87−92.6%ReducedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN21$1.23K<0.1%−2−8.7%Reduced–
UHTUniversal Health Realty Income TrustSH BEN INT29$1.24K<0.1%+14+93.3%AddedHistory
ZETAZeta Global Holdings Corp.CL A58$1.24K<0.1%+58NewHistory
CDPCopt Defense PropertiesREIT43$1.25K<0.1%+21+95.5%AddedHistory
AVAVAeroVironment IncCOM7$1.25K<0.1%+7NewHistory
CXTCrane NXT, Co.COM20$1.26K<0.1%+20NewHistory
MLABMesa Laboratories IncCOM11$1.26K<0.1%00.0%UnchangedHistory
TIPTTiptree Inc.COM64$1.26K<0.1%00.0%UnchangedHistory
NLNli Holdings, Inc.COM NEW198$1.26K<0.1%00.0%UnchangedHistory
FFICFlushing Financial CorpCOM86$1.27K<0.1%00.0%UnchangedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock13$1.27K<0.1%+13NewHistory
ROICRetail Opportunity Investments CorpCOM85$1.27K<0.1%+1+1.2%AddedHistory
NBTBNBT Bancorp IncCOM26$1.27K<0.1%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM40$1.28K<0.1%+20+100.0%AddedHistory
BCOVBrightcove IncCOM538$1.28K<0.1%00.0%UnchangedHistory
NATRNatures Sunshine Products IncCOM75$1.28K<0.1%00.0%UnchangedHistory
HAINHain Celestial Group IncCOM166$1.28K<0.1%−34−17.0%ReducedHistory
RDWRRadware LtdORD57$1.29K<0.1%00.0%UnchangedHistory
BZUNBaozun Inc.SPONSORED ADR545$1.29K<0.1%+545NewHistory
NUSNu Skin Enterprises, Inc.CL A116$1.30K<0.1%−452−79.6%ReducedHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.32K<0.1%00.0%Unchanged–
iShares U.S. Medical Devices ETF464288810ETF24$1.32K<0.1%−100−80.6%Reduced–
Global X FDS37954Y814FINTECH ETF50$1.32K<0.1%−63−55.8%Reduced–
HRMYHarmony Biosciences Holdings, Inc.COM39$1.32K<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