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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
HUYAHUYA Inc.ADS REP SHS A310$1.32K<0.1%+60+24.0%AddedHistory
VRRMVerra Mobility CorpCL A COM STK44$1.33K<0.1%00.0%UnchangedHistory
FIXComfort Systems USA IncCOM4$1.33K<0.1%+3+300.0%AddedHistory
Despegar Com CorpG27358103ORD SHS115$1.34K<0.1%+115New–
NOAHNoah Holdings LtdSPON ADS173$1.34K<0.1%−42−19.5%ReducedHistory
APLSApellis Pharmaceuticals, Inc.COM34$1.35K<0.1%−5−12.8%ReducedHistory
CRONCronos Group Inc.COM550$1.35K<0.1%+550NewHistory
NOANorth American Construction Group Ltd.COM68$1.36K<0.1%00.0%UnchangedHistory
IQiQIYI, Inc.SPONSORED ADS408$1.36K<0.1%+400+5,000.0%AddedHistory
DTDynatrace, Inc.Stock31$1.36K<0.1%+31NewHistory
AMCXAMC Global Media Inc.CL A123$1.37K<0.1%−301−71.0%ReducedHistory
SFLSFL Corp Ltd.SHS116$1.37K<0.1%+116NewHistory
CACCamden National CorpCOM33$1.38K<0.1%00.0%UnchangedHistory
BRXBrixmor Property Group Inc.COM54$1.38K<0.1%00.0%UnchangedHistory
HIMSHims & Hers Health, Inc.Stock65$1.38K<0.1%+65NewHistory
CRDOCredo Technology Group Holding LtdStock50$1.39K<0.1%+50NewHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.40K<0.1%00.0%Unchanged–
EOSEEos Energy Enterprises, Inc.COM CL A712$1.40K<0.1%+712NewHistory
DCODucommun IncCOM22$1.41K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1.41K<0.1%00.0%Unchanged–
OPKOpko Health, Inc.COM1,000$1.42K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.44K<0.1%00.0%Unchanged–
SLGNSilgan Holdings IncCOM28$1.44K<0.1%+16+133.3%AddedHistory
NFBKNorthfield Bancorp, Inc.COM116$1.45K<0.1%00.0%UnchangedHistory
FIVNFive9, Inc.COM33$1.47K<0.1%−129−79.6%ReducedHistory
CMPCompass Minerals International IncStock111$1.48K<0.1%−121−52.2%ReducedHistory
VTOLBristow Group Inc.COM39$1.48K<0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM111$1.48K<0.1%−625−84.9%ReducedHistory
BHCBausch Health Companies Inc.Stock248$1.50K<0.1%00.0%UnchangedHistory
Advisorshares Tr00768Y453PURE US CANN ETF199$1.50K<0.1%00.0%Unchanged–
SWBISmith & Wesson Brands, Inc.COM91$1.51K<0.1%−70−43.5%ReducedHistory
LGVNLongeveron Inc.COM481$1.51K<0.1%+481NewHistory
Series Portfolios Tr81752T494UNUSUAL WHALES49$1.51K<0.1%+49New–
WHDCactus, Inc.CL A24$1.51K<0.1%00.0%UnchangedHistory
BEAMBeam Therapeutics Inc.COM48$1.52K<0.1%00.0%UnchangedHistory
TROXTronox Holdings plcSHS94$1.52K<0.1%−3,029−97.0%ReducedHistory
GFSGLOBALFOUNDRIES Inc.Stock30$1.53K<0.1%+17+130.8%AddedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF59$1.54K<0.1%00.0%Unchanged–
MGPIMGP Ingredients IncCOM19$1.55K<0.1%00.0%UnchangedHistory
CNMCore & Main, Inc.CL A29$1.55K<0.1%−12−29.3%ReducedHistory
MWAMueller Water Products, Inc.COM SER A75$1.55K<0.1%+11+17.2%AddedHistory
SITMSITIME CorpCOM11$1.56K<0.1%+9+450.0%AddedHistory
TWTradeweb Markets Inc.Stock14$1.56K<0.1%+6+75.0%AddedHistory
REPLReplimune Group, Inc.COM157$1.57K<0.1%+157NewHistory
GTESGates Industrial Corp Ltd.ORD SHS85$1.58K<0.1%+59+226.9%AddedHistory
CHEFChefs' Warehouse, Inc.COM38$1.58K<0.1%00.0%UnchangedHistory
ACREAres Commercial Real Estate CorpCOM205$1.58K<0.1%+205NewHistory
LRNStride, Inc.COM21$1.60K<0.1%00.0%UnchangedHistory
RGPResources Connection, Inc.COM134$1.60K<0.1%+134NewHistory
LMNDLemonade, Inc.Stock89$1.60K<0.1%+37+71.2%AddedHistory
Series Portfolios Tr81752T510UNUSUAL WHLS DEM45$1.62K<0.1%+45New–
FSPFranklin Street Properties CorpCOM932$1.62K<0.1%00.0%UnchangedHistory
APPSDigital Turbine, Inc.COM NEW688$1.64K<0.1%−974−58.6%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.64K<0.1%00.0%UnchangedHistory
IAGIamgold CorpCOM399$1.64K<0.1%+19+5.0%AddedHistory
HSIIHeidrick & Struggles International IncCOM41$1.65K<0.1%00.0%UnchangedHistory
PGNYProgyny, Inc.COM59$1.66K<0.1%−22−27.2%ReducedHistory
HBIOHarvard Bioscience IncCOM520$1.66K<0.1%+520NewHistory
EBFEnnis, Inc.COM70$1.67K<0.1%+24+52.2%AddedHistory
ADMAAdma Biologics, Inc.COM136$1.67K<0.1%+136NewHistory
RGENRepligen CorpCOM10$1.67K<0.1%−27−73.0%ReducedHistory
CSANCosan S.A.ADS181$1.71K<0.1%+90+98.9%AddedHistory
ZGZillow Group, Inc.CL A36$1.71K<0.1%+36NewHistory
iShares Tr464289867CORE 60 BALA ETF30$1.71K<0.1%+12+66.7%Added–
First Tr Exchng Traded FD VI33740U737FT VEST US EQT48$1.71K<0.1%+48New–
NOGNorthern Oil & Gas, Inc.COM40$1.73K<0.1%+1+2.6%AddedHistory
UCTTUltra Clean Holdings, Inc.COM40$1.73K<0.1%+35+700.0%AddedHistory
UWMCUWM Holdings CorpCOM CL A206$1.73K<0.1%+117+131.5%AddedHistory
INVXInnovex International, Inc.COM100$1.73K<0.1%−170−63.0%ReducedHistory
NNOXNano-X Imaging Ltd.ORD SHS201$1.73K<0.1%+171+570.0%AddedHistory
RXSTRxSight, Inc.COM38$1.74K<0.1%00.0%UnchangedHistory
CORTCorcept Therapeutics IncCOM45$1.74K<0.1%+7+18.4%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF20$1.75K<0.1%00.0%Unchanged–
DINDine Brands Global, Inc.COM49$1.76K<0.1%+27+122.7%AddedHistory
OCGNOcugen, Inc.COM1,250$1.76K<0.1%00.0%UnchangedHistory
NUVLNuvalent, Inc.COM22$1.76K<0.1%00.0%UnchangedHistory
ProShares Tr74347R107PSHS ULT S&P 50021$1.76K<0.1%+21New–
DRVNDriven Brands Holdings Inc.COM131$1.76K<0.1%−374−74.1%ReducedHistory
FFWMFirst Foundation Inc.COM252$1.76K<0.1%00.0%UnchangedHistory
CHWYChewy, Inc.CL A73$1.76K<0.1%−305−80.7%ReducedHistory
TNKTeekay Tankers Ltd.CL A27$1.77K<0.1%00.0%UnchangedHistory
BOXBox IncCL A63$1.77K<0.1%+19+43.2%AddedHistory
ZLABZai Lab LtdADR94$1.79K<0.1%−62−39.7%ReducedHistory
UECUranium Energy CorpCOM302$1.79K<0.1%00.0%UnchangedHistory
BGSB&G Foods, Inc.COM208$1.79K<0.1%−456−68.7%ReducedHistory
Exscientia PLC30223G102ADS342$1.81K<0.1%+240+235.3%Added–
FROGJFrog LtdStock47$1.81K<0.1%+47NewHistory
FRMEFirst Merchants CorpCOM45$1.81K<0.1%+13+40.6%AddedHistory
CIOCity Office REIT, Inc.COM300$1.81K<0.1%00.0%UnchangedHistory
SMRTSmartRent, Inc.COM CL A992$1.82K<0.1%+992NewHistory
CVGWCalavo Growers IncCOM77$1.83K<0.1%+77NewHistory
VREXVarex Imaging CorpCOM124$1.83K<0.1%+124NewHistory
VanEck Morningstar Wide Moat ETF92189F643ETF20$1.84K<0.1%00.0%Unchanged–
STNEStoneCo Ltd.COM141$1.85K<0.1%+58+69.9%AddedHistory
LESLLeslie's, Inc.COM627$1.85K<0.1%+617+6,170.0%AddedHistory
DMLPDorchester Minerals, L.P.COM UNIT61$1.85K<0.1%00.0%UnchangedHistory
ARK Next Generation Technology ETF00214Q401ETF24$1.87K<0.1%+4+20.0%Added–
PWSCPowerschool Holdings, Inc.COM CL A83$1.87K<0.1%+83NewHistory
TGLSTecnoglass Holdings Inc.ORD SHS35$1.88K<0.1%00.0%UnchangedHistory
FLNAFilana Therapeutics, Inc.COM85$1.89K<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