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.
- Positions
- 3,067
- +167 vs. Q1 2024
- Portfolio value
- $1.51B
- +$233.7M (+18.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EYENational Vision Holdings, Inc. | COM | 301 | $4.35K | <0.1% | +301 | New | History |
| FULTFulton Financial Corp | COM | 225 | $4.36K | <0.1% | 00.0% | Unchanged | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 360 | $4.37K | <0.1% | +81+29.0% | Added | History |
| LANDGladstone Land Corp | COM | 296 | $4.40K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 88 | $4.41K | <0.1% | 00.0% | Unchanged | – |
| XRAYDentsply Sirona Inc. | Stock | 164 | $4.45K | <0.1% | +118+256.5% | Added | History |
| OSKOshkosh Corp | COM | 41 | $4.46K | <0.1% | +30+272.7% | Added | History |
| ADAMAdamas Trust, Inc. | COM | 688 | $4.46K | <0.1% | +688 | New | History |
| HQYHealthequity, Inc. | COM | 57 | $4.47K | <0.1% | +41+256.3% | Added | History |
| BRF SA10552T107 | SPONSORED ADR | 1,197 | $4.50K | <0.1% | +340+39.7% | Added | – |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 133 | $4.50K | <0.1% | 00.0% | Unchanged | – |
| AROCArchrock, Inc. | COM | 218 | $4.52K | <0.1% | 00.0% | Unchanged | History |
| OXMOxford Industries Inc | COM | 43 | $4.53K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 37 | $4.55K | <0.1% | +37 | New | – |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 160 | $4.56K | <0.1% | 00.0% | Unchanged | – |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 58 | $4.56K | <0.1% | 00.0% | Unchanged | History |
| QGENQiagen N.V. | Stock | 103 | $4.58K | <0.1% | +19+22.6% | Added | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 100 | $4.62K | <0.1% | 00.0% | Unchanged | – |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 118 | $4.62K | <0.1% | +8+7.3% | Added | – |
| Liberty Media Corp531229813 | Stock | 205 | $4.64K | <0.1% | 00.0% | Unchanged | – |
| DOCSDoximity, Inc. | CL A | 166 | $4.65K | <0.1% | +92+124.3% | Added | History |
| MPMP Materials Corp. | COM CL A | 345 | $4.66K | <0.1% | +220+176.0% | Added | History |
| ATHMAutohome Inc. | SP ADS RP CL A | 187 | $4.66K | <0.1% | +1+0.5% | Added | History |
| TTITetra Technologies Inc | COM | 1,252 | $4.67K | <0.1% | 00.0% | Unchanged | History |
| EXTRExtreme Networks Inc | COM | 327 | $4.68K | <0.1% | 00.0% | Unchanged | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 922 | $4.69K | <0.1% | +121+15.1% | Added | History |
| WABCWestamerica Bancorporation | COM | 87 | $4.70K | <0.1% | 00.0% | Unchanged | History |
| SFStifel Financial Corp | COM | 53 | $4.70K | <0.1% | +28+112.0% | Added | History |
| iShares Tr46435G342 | MORTGE REL ETF | 200 | $4.72K | <0.1% | 00.0% | Unchanged | – |
| PFSProvident Financial Services Inc | COM | 256 | $4.75K | <0.1% | −37−12.6% | Reduced | History |
| VRTSVirtus Investment Partners, Inc. | COM | 21 | $4.75K | <0.1% | +8+61.5% | Added | History |
| WBWEIBO Corp | SPONSORED ADR | 616 | $4.76K | <0.1% | +527+592.1% | Added | History |
| ENVAEnova International, Inc. | COM | 55 | $4.76K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 204 | $4.77K | <0.1% | 00.0% | Unchanged | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 84 | $4.78K | <0.1% | +84 | New | – |
| Calliditas Therapeutics AB13124Q106 | SPONSERED ADS | 125 | $4.81K | <0.1% | +125 | New | – |
| CARSCars.com Inc. | COM | 234 | $4.83K | <0.1% | 00.0% | Unchanged | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 158 | $4.83K | <0.1% | +1+0.6% | Added | – |
| iShares Tr464288794 | US BR DEL SE ETF | 39 | $4.84K | <0.1% | 00.0% | Unchanged | – |
| CTLTCatalent, Inc. | COM | 82 | $4.87K | <0.1% | +14+20.6% | Added | History |
| ONLOrion Properties Inc. | REIT | 1,217 | $4.93K | <0.1% | +142+13.2% | Added | History |
| GEFGreif, Inc | CL A | 74 | $4.93K | <0.1% | −14−15.9% | Reduced | History |
| EGYVaalco Energy Inc | COM NEW | 691 | $4.95K | <0.1% | 00.0% | Unchanged | History |
| CNACna Financial Corp | COM | 101 | $4.97K | <0.1% | +40+65.6% | Added | History |
| DRHDiamondRock Hospitality Co | COM | 606 | $4.99K | <0.1% | 00.0% | Unchanged | History |
| PMTPennyMac Mortgage Investment Trust | COM | 363 | $5.00K | <0.1% | 00.0% | Unchanged | History |
| VSTOVista Outdoor Inc. | COM | 124 | $5.04K | <0.1% | +93+300.0% | Added | History |
| iShares Inc464286749 | MSCI SWITZERLAND | 100 | $5.04K | <0.1% | 00.0% | Unchanged | – |
| HLNEHamilton Lane INC | CL A | 35 | $5.05K | <0.1% | +29+483.3% | Added | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 446 | $5.12K | <0.1% | +446 | New | History |
| INDBIndependent Bank Corp | COM | 80 | $5.13K | <0.1% | −167−67.6% | Reduced | History |
| FORMFormfactor Inc | COM | 96 | $5.14K | <0.1% | +75+357.1% | Added | History |
| AUBNAuburn National Bancorporation, Inc | COM | 270 | $5.16K | <0.1% | 00.0% | Unchanged | History |
| Innovator ETFs Trust45783Y848 | US EQTY ACCELRT9 | 176 | $5.17K | <0.1% | 00.0% | Unchanged | – |
| GMABGenmab A/S | SPONSORED ADS | 183 | $5.18K | <0.1% | +25+15.8% | Added | History |
| CCChemours Co | Stock | 215 | $5.19K | <0.1% | +5+2.4% | Added | History |
| PRAAPra Group Inc | COM | 195 | $5.20K | <0.1% | −5−2.5% | Reduced | History |
| CKXCKX Lands, Inc. | COM | 400 | $5.21K | <0.1% | 00.0% | Unchanged | History |
| WINGWingstop Inc. | COM | 14 | $5.23K | <0.1% | +2+16.7% | Added | History |
| NHINational Health Investors Inc | COM | 70 | $5.24K | <0.1% | +70 | New | History |
| AUBAtlantic Union Bankshares Corp | COM | 127 | $5.24K | <0.1% | +113+807.1% | Added | History |
| SRPTSarepta Therapeutics, Inc. | COM | 37 | $5.26K | <0.1% | +12+48.0% | Added | History |
| STSensata Technologies Holding plc | SHS | 135 | $5.26K | <0.1% | +27+25.0% | Added | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 121 | $5.29K | <0.1% | +13+12.0% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 54 | $5.29K | <0.1% | −96−64.0% | Reduced | History |
| TALOTalos Energy Inc. | COM | 448 | $5.30K | <0.1% | +14+3.2% | Added | History |
| HAEHaemonetics Corp | COM | 59 | $5.31K | <0.1% | −6−9.2% | Reduced | History |
| MDPediatrix Medical Group, Inc. | COM | 638 | $5.32K | <0.1% | −307−32.5% | Reduced | History |
| CVCOCavco Industries, Inc. | COM | 13 | $5.39K | <0.1% | 00.0% | Unchanged | History |
| TRINTrinity Capital Inc. | COM | 371 | $5.42K | <0.1% | +85+29.7% | Added | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 212 | $5.42K | <0.1% | +201+1,827.3% | Added | – |
| Chiron Real Estate Inc.37954A204 | COM NEW | 570 | $5.44K | <0.1% | +55+10.7% | Added | – |
| CCSCentury Communities, Inc. | COM | 52 | $5.45K | <0.1% | +4+8.3% | Added | History |
| DEAEasterly Government Properties, Inc. | COM | 391 | $5.45K | <0.1% | +44+12.7% | Added | History |
| GPGIGPGI, Inc. | COM CL A | 672 | $5.48K | <0.1% | 00.0% | Unchanged | History |
| CHCOCity Holding Co | COM | 45 | $5.49K | <0.1% | 00.0% | Unchanged | History |
| MTZMastec Inc | COM | 50 | $5.50K | <0.1% | +26+108.3% | Added | History |
| FLGTFulgent Genetics, Inc. | COM | 230 | $5.50K | <0.1% | +162+238.2% | Added | History |
| YEXTYext, Inc. | COM | 956 | $5.51K | <0.1% | 00.0% | Unchanged | History |
| John Bean Technologies Corp477839AB0 | NOTE 0.250% 5/1 | 6,000 | $5.51K | <0.1% | +6,000 | New | – |
| HSICHenry Schein Inc | COM | 77 | $5.54K | <0.1% | −45−36.9% | Reduced | History |
| CCUUnited Breweries Co Inc | SPONSORED ADR | 506 | $5.56K | <0.1% | +426+532.5% | Added | History |
| NVMINova Ltd. | COM | 27 | $5.57K | <0.1% | +11+68.8% | Added | History |
| GPORGulfport Energy Corp | COMMON SHARES | 38 | $5.59K | <0.1% | +34+850.0% | Added | History |
| SXIStandex International Corp | COM | 30 | $5.60K | <0.1% | 00.0% | Unchanged | History |
| RUSHARush Enterprises Inc | CL A | 110 | $5.61K | <0.1% | +45+69.2% | Added | History |
| RIGTransocean Ltd. | REGISTERED SHS | 970 | $5.62K | <0.1% | +120+14.1% | Added | History |
| COLMColumbia Sportswear Co | COM | 69 | $5.64K | <0.1% | +31+81.6% | Added | History |
| INSPInspire Medical Systems, Inc. | COM | 40 | $5.64K | <0.1% | −35−46.7% | Reduced | History |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 320 | $5.64K | <0.1% | 00.0% | Unchanged | – |
| WMSAdvanced Drainage Systems, Inc. | COM | 32 | $5.67K | <0.1% | +9+39.1% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 75 | $5.69K | <0.1% | 00.0% | Unchanged | History |
| OZKBank OZK | COM | 122 | $5.72K | <0.1% | +68+125.9% | Added | History |
| FNFabrinet | SHS | 26 | $5.74K | <0.1% | +7+36.8% | Added | History |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 150 | $5.74K | <0.1% | 00.0% | Unchanged | – |
| American Centy ETF Tr025072182 | AVANTIS MODERAT | 99 | $5.74K | <0.1% | +26+35.6% | Added | – |
| ATROAstronics Corp | COM | 250 | $5.76K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 166 | $5.76K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464288489 | INTL DEV RE ETF | 275 | $5.77K | <0.1% | 00.0% | Unchanged | – |
| CRCrane Co | COMMON STOCK | 36 | $5.79K | <0.1% | +4+12.5% | Added | History |
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.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| First Trust Cloud Computing ETF33734X192 | ETF | 20,550 | $1.86M | 0.1% | – |
| AAAUGoldman Sachs Physical Gold ETF | ETF | 31,514 | $714.6K | 0.1% | History |
| FERGFerguson Enterprises Inc. | SHS | 1,896 | $398.0K | <0.1% | History |
| Leuthold FDS Inc527289789 | CORE ETF | 9,217 | $300.0K | <0.1% | – |
| PXDPioneer Natural Resources Co | COM | 1,104 | $297.1K | <0.1% | History |
| WRKWestRock Co | COM | 4,308 | $206.6K | <0.1% | History |
| Enerplus Corp292766102 | COM | 5,659 | $110.8K | <0.1% | – |
| WIREEncore Wire Corp | COM | 215 | $60.1K | <0.1% | History |
| ETRNMidstream Co LLC | COM | 4,394 | $59.5K | <0.1% | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 600 | $53.2K | <0.1% | – |
| AELAmerican National Group Inc. | COM | 861 | $48.3K | <0.1% | History |
| SWAVShockwave Medical, Inc. | COM | 143 | $47.2K | <0.1% | History |
| REAXReal REMAX Group Inc. | COM NEW | 9,400 | $36.3K | <0.1% | History |
| Fidelity High Dividend ETF316092840 | ETF | 800 | $35.3K | <0.1% | – |
| Valkyrie ETF Trust II91917A207 | BITCOIN MINERS | 2,500 | $35.1K | <0.1% | – |
| AIRCApartment Income REIT Corp. | COM | 757 | $29.1K | <0.1% | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 584 | $28.3K | <0.1% | – |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 380 | $26.7K | <0.1% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 460 | $23.2K | <0.1% | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 422 | $20.6K | <0.1% | – |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 511 | $18.5K | <0.1% | – |
| Hollysys Automation Tchngy LG45667105 | SHS | 581 | $13.5K | <0.1% | – |
| iShares Tr464287770 | U.S. FIN SVC ETF | 213 | $13.5K | <0.1% | – |
| Flagstar Bank, National Association649445103 | COM | 5,090 | $13.5K | <0.1% | – |
| VanEck Vectors ETF Tr92189F593 | MORNINGSTAR INTL | 434 | $13.4K | <0.1% | – |
| CRGYCrescent Energy Co | CL A COM | 1,235 | $13.1K | <0.1% | History |
| Virtus ETF Tr II92790A884 | NEWF SHOR BD ETF | 500 | $12.8K | <0.1% | – |
| Lattice Strategies Tr518416870 | HART DI EQUI ETF | 236 | $11.5K | <0.1% | – |
| iShares Tr46434V860 | TRS FLT RT BD | 211 | $10.7K | <0.1% | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 132 | $10.3K | <0.1% | – |
| BSBRBanco Santander (Brasil) S.A. | ADS REP 1 UNIT | 1,625 | $9.04K | <0.1% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 65 | $7.90K | <0.1% | – |
| MCHBMechanics Bancorp | CL A | 632 | $7.74K | <0.1% | History |
| Janus Detroit STR Tr47103U852 | HENDERSON MTG | 174 | $7.58K | <0.1% | – |
| ACHAccendra Health Inc | Stock | 284 | $7.03K | <0.1% | History |
| XPERXperi Inc. | COMMON STOCK | 642 | $6.75K | <0.1% | History |
| Crescent PT Energy Corp22576C101 | COM | 649 | $5.72K | <0.1% | – |
| J P Morgan Exchange-Traded F46641Q746 | USD EMRNG MKT | 145 | $5.52K | <0.1% | – |
| Schwab Strategic Tr808524698 | 5 10YR CORP BD | 122 | $5.28K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E123 | S&P SMLCP INDL | 44 | $5.23K | <0.1% | – |
| DGIIDigi International Inc | COM | 168 | $5.15K | <0.1% | History |
| NTCTNetscout Systems Inc | COM | 227 | $4.37K | <0.1% | History |
| MYPSPLAYSTUDIOS, Inc. | CLASS A COM | 1,961 | $4.24K | <0.1% | History |
| CLDTChatham Lodging Trust | COM | 443 | $4.06K | <0.1% | History |
| GABGabelli Equity Trust Inc | COM | 741 | $3.92K | <0.1% | History |
| ARTNAArtesian Resources Corp | CL A | 111 | $3.88K | <0.1% | History |
| HIBBHibbett Inc | COM | 41 | $3.54K | <0.1% | History |
| DVAXDynavax Technologies Corp | COM NEW | 308 | $3.50K | <0.1% | History |
| DOORMasonite International Corp | COM | 24 | $3.18K | <0.1% | History |
| CNTYCentury Casinos Inc | COM | 1,002 | $2.98K | <0.1% | History |
| iShares Tr464289180 | MSCI EURO FL ETF | 128 | $2.85K | <0.1% | – |
| CHDNChurchill Downs Inc | COM | 22 | $2.84K | <0.1% | History |
| PTONPeloton Interactive, Inc. | CL A COM | 900 | $2.80K | <0.1% | History |
| LAZRQLuminar Technologies, Inc. | COM CL A | 1,901 | $2.79K | <0.1% | History |
| PETSPetmed Express Inc | COM | 695 | $2.75K | <0.1% | History |
| TMPTompkins Financial Corp | COM | 62 | $2.73K | <0.1% | History |
| AVDAmerican Vanguard Corp | COM | 217 | $2.47K | <0.1% | History |
| ADTNADTRAN Holdings, Inc. | COM | 543 | $2.38K | <0.1% | History |
| FLG.PUFlagstar Bank, National Association | UNIT 11/01/2051 | 77 | $2.29K | <0.1% | History |
| UCOProShares Trust II | ULTA BLMBG 2017 | 67 | $2.21K | <0.1% | History |
| EVBGEverbridge, Inc. | COM | 61 | $2.12K | <0.1% | History |
| SIXSix Flags Entertainment Corp | COM | 76 | $1.79K | <0.1% | History |
| EVEXEve Holding, Inc. | COM | 321 | $1.73K | <0.1% | History |
| PYCRPaycor HCM, Inc. | COM | 99 | $1.72K | <0.1% | History |
| EXFYExpensify, Inc. | COM CL A | 1,059 | $1.69K | <0.1% | History |
| Sunpower Corp867652406 | COM | 758 | $1.56K | <0.1% | – |
| GPROGoPro, Inc. | CL A | 902 | $1.56K | <0.1% | History |
| SRIStoneridge Inc | COM | 104 | $1.56K | <0.1% | History |
| MASS908 Devices Inc. | COM | 250 | $1.43K | <0.1% | History |
| LWLGLightwave Logic, Inc. | COM | 372 | $1.42K | <0.1% | History |
| CCRNCross Country Healthcare Inc | COM | 75 | $1.32K | <0.1% | History |
| TTECTTEC Holdings, Inc. | COM | 179 | $1.30K | <0.1% | History |
| TIGRUP Fintech Holding Ltd | SPONSORED ADS | 361 | $1.27K | <0.1% | History |
| SKINSkinHealth Systems Inc. | COM CL A | 388 | $1.25K | <0.1% | History |
| RDUSRadius Recycling, Inc. | CL A | 68 | $1.19K | <0.1% | History |
| ODCOil-Dri Corp of America | COM | 17 | $1.18K | <0.1% | History |
| Gol Linhas Aereas Inteligent38045R206 | SPON ADR PFD NEW | 1,728 | $1.12K | <0.1% | – |
| SABRSabre Corp | COM | 369 | $1.06K | <0.1% | History |
| DHILDiamond Hill Investment Group Inc | COM NEW | 7 | $1.04K | <0.1% | History |
| ENICEnel Chile S.A. | SPONSORED ADR | 348 | $1.03K | <0.1% | History |
| ATECAlphatec Holdings, Inc. | COM NEW | 81 | $1.02K | <0.1% | History |
| RUSHBRush Enterprises Inc | CL B | 22 | $900 | <0.1% | History |
| GTNGray Media, Inc | COM | 155 | $891 | <0.1% | History |
| INBXInhibrx Biosciences, Inc. | COM | 25 | $851 | <0.1% | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 30 | $839 | <0.1% | – |
| XPELXPEL, Inc. | COM | 15 | $788 | <0.1% | History |
| FUNSix Flags Entertainment Corporation | DEPOSITRY UNIT | 20 | $773 | <0.1% | History |
| HZOMarinemax Inc | COM | 31 | $765 | <0.1% | History |
| ARK ETF Tr00214Q807 | SPACE & DEFENSE | 50 | $734 | <0.1% | – |
| AXIAYAXIA Energia S.A. | SPONSORED ADR | 93 | $684 | <0.1% | History |
| SPDR Series Trust78464A144 | ST STR CORPO ETF | 24 | $678 | <0.1% | – |
| Telus Intl Cda Inc87975H100 | SUB VTG SHS | 76 | $639 | <0.1% | – |
| Via Renewables, Inc.92556D304 | CL A COM NEW | 57 | $621 | <0.1% | – |
| TDCX Inc87190U100 | ADS | 81 | $580 | <0.1% | – |
| LULufax Holding Ltd | ADS REP SHS CL A | 132 | $579 | <0.1% | History |
| RLJRLJ Lodging Trust | COM | 51 | $561 | <0.1% | History |
| HSAIHesai Group | SPONSORED ADS | 117 | $545 | <0.1% | History |
| BGFVBig 5 Sporting Goods Corp | COM | 150 | $531 | <0.1% | History |
| WWWW International, Inc. | COM | 292 | $529 | <0.1% | History |
| HKITBiddance AI Systems, Inc. | ORD SHS | 370 | $522 | <0.1% | History |