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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
ZZillow Group, Inc.CL C CAP STK161$7.84K<0.1%+9+5.9%AddedHistory
NENoble Corp plcORD SHS A166$7.84K<0.1%−28−14.4%ReducedHistory
COTYCoty Inc.COM CL A784$7.80K<0.1%−856−52.2%ReducedHistory
CAKECheesecake Factory IncCOM200$7.78K<0.1%00.0%UnchangedHistory
PSNParsons CorpCOM85$7.77K<0.1%+2+2.4%AddedHistory
MMIMarcus & Millichap, Inc.COM196$7.76K<0.1%+73+59.3%AddedHistory
DNLIDenali Therapeutics Inc.COM317$7.72K<0.1%+25+8.6%AddedHistory
AUAngloGold Ashanti PLCCOM SHS275$7.72K<0.1%+65+31.0%AddedHistory
AFYAAfya LtdCL A COM429$7.70K<0.1%+418+3,800.0%AddedHistory
UDRUDR, Inc.COM192$7.69K<0.1%+20+11.6%AddedHistory
TWITitan International IncCOM902$7.68K<0.1%+902NewHistory
PDSPrecision Drilling CorpCOM NEW100$7.68K<0.1%00.0%UnchangedHistory
RMBSRambus IncCOM149$7.67K<0.1%+34+29.6%AddedHistory
AGFirst Majestic Silver CorpCOM1,237$7.64K<0.1%00.0%UnchangedHistory
CBSHCommerce Bancshares IncStock118$7.64K<0.1%+18+18.0%AddedHistory
PLTKPlaytika Holding Corp.COM1,000$7.63K<0.1%−118−10.6%ReducedHistory
SLABSilicon Laboratories Inc.Stock63$7.57K<0.1%+31+96.9%AddedHistory
ATKRAtkore Inc.COM56$7.56K<0.1%+2+3.7%AddedHistory
iShares Tr464289446RUS TOP 200 ETF56$7.54K<0.1%00.0%Unchanged–
HAFCHanmi Financial CorpCOM NEW369$7.53K<0.1%+33+9.8%AddedHistory
ESSEssex Property Trust, Inc.COM27$7.51K<0.1%+5+22.7%AddedHistory
TKTeekay Corp LtdCOM865$7.50K<0.1%00.0%UnchangedHistory
HAHawaiian Holdings IncCOM584$7.47K<0.1%−71−10.8%ReducedHistory
THRMGentherm IncCOM135$7.45K<0.1%+91+206.8%AddedHistory
KWRQuaker Chemical CorpCOM41$7.44K<0.1%−7−14.6%ReducedHistory
HMYHarmony Gold Mining Co LtdADR763$7.42K<0.1%+738+2,952.0%AddedHistory
HXLHexcel CorpCOM112$7.42K<0.1%+35+45.5%AddedHistory
KGCKinross Gold CorpCOM817$7.40K<0.1%+263+47.5%AddedHistory
BCHBank of ChileSPONSORED ADS309$7.39K<0.1%+112+56.9%AddedHistory
HODLVanEck Bitcoin ETFSH BEN INT100$7.39K<0.1%00.0%UnchangedHistory
GBDCGolub Capital BDC, Inc.COM482$7.37K<0.1%+6+1.3%AddedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$7.36K<0.1%00.0%Unchanged–
CVLTCommvault Systems IncCOM48$7.34K<0.1%+9+23.1%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM113$7.33K<0.1%−53−31.9%ReducedHistory
RVLVRevolve Group, Inc.CL A378$7.31K<0.1%+29+8.3%AddedHistory
American Centy ETF Tr025072356REAL ESTATE ETF167$7.31K<0.1%+11+7.1%Added–
PRGSProgress Software CorpCOM125$7.30K<0.1%+63+101.6%AddedHistory
KRYSKrystal Biotech, Inc.COM35$7.30K<0.1%+21+150.0%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR116$7.29K<0.1%+82+241.2%AddedHistory
PAASPan American Silver CorpStock317$7.29K<0.1%+9+2.9%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW105$7.28K<0.1%00.0%Unchanged–
GRABGrab Holdings LtdCLASS A ORD2,205$7.28K<0.1%+156+7.6%AddedHistory
ESTCElastic N.V.ORD SHS66$7.24K<0.1%+18+37.5%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500107$7.22K<0.1%+107New–
UAAUnder Armour, Inc.Stock1,030$7.18K<0.1%+62+6.4%AddedHistory
MSAMSA Safety IncCOM38$7.18K<0.1%00.0%UnchangedHistory
IPIIntrepid Potash, Inc.COM275$7.17K<0.1%00.0%UnchangedHistory
UTZUtz Brands, Inc.COM CL A480$7.12K<0.1%+471+5,233.3%AddedHistory
IRDMIridium Communications Inc.COM248$7.12K<0.1%00.0%UnchangedHistory
GBCIGlacier Bancorp, Inc.COM159$7.11K<0.1%−166−51.1%ReducedHistory
UVVUniversal CorpCOM133$7.11K<0.1%+126+1,800.0%AddedHistory
FNBFNB CorpCOM463$7.10K<0.1%00.0%UnchangedHistory
CIBGrupo Cibest S.A.SPON ADR PREF213$7.10K<0.1%00.0%UnchangedHistory
EHABEnhabit, Inc.COM692$7.09K<0.1%+192+38.4%AddedHistory
MCIBarings Corporate InvestorsCOM377$7.08K<0.1%+328+669.4%AddedHistory
iShares Tr46435G524INTL DIV GRWTH100$7.06K<0.1%00.0%Unchanged–
PRFTPerficient IncCOM93$7.01K<0.1%+68+272.0%AddedHistory
POWIPower Integrations IncCOM96$7.01K<0.1%−118−55.1%ReducedHistory
VYXNCR Voyix CorpCOM475$7.01K<0.1%+4+0.8%AddedHistory
NIONIO Inc.ADR1,572$6.98K<0.1%+104+7.1%AddedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF125$6.98K<0.1%+125New–
RRCRange Resources CorpCOM223$6.96K<0.1%+56+33.5%AddedHistory
Schwab Fundamental U.S. Large Company ETF808524771ETF100$6.95K<0.1%+100New–
NHCNational Healthcare CorpCOM51$6.94K<0.1%+13+34.2%AddedHistory
DKSDick's Sporting Goods, Inc.Stock32$6.92K<0.1%00.0%UnchangedHistory
HTGCHercules Capital, Inc.COM321$6.92K<0.1%00.0%UnchangedHistory
FMBHFirst Mid Bancshares, Inc.COM180$6.91K<0.1%00.0%UnchangedHistory
CLWClearwater Paper CorpCOM124$6.88K<0.1%+84+210.0%AddedHistory
State Street SPDR S&P Biotech ETF78464A870ETF69$6.83K<0.1%00.0%Unchanged–
TYLTyler Technologies IncCOM12$6.82K<0.1%+3+33.3%AddedHistory
TGTXTG Therapeutics, Inc.COM345$6.82K<0.1%+342+11,400.0%AddedHistory
ACADAcadia Pharmaceuticals IncCOM358$6.81K<0.1%+238+198.3%AddedHistory
FINVFinVolution GroupSPONSORED ADS1,220$6.81K<0.1%−177−12.7%ReducedHistory
WDFCWD 40 CoCOM26$6.80K<0.1%+11+73.3%AddedHistory
Ssga Active Tr78470P309ST STR MARKE ETF159$6.79K<0.1%−147−48.0%Reduced–
ARK ETF Tr00214Q203AUTNMUS TECHNLGY120$6.78K<0.1%+100+500.0%Added–
USOUnited States Oil Fund, LPUNITS87$6.76K<0.1%00.0%UnchangedHistory
HMNHorace Mann Educators CorpCOM195$6.74K<0.1%00.0%UnchangedHistory
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6.74K<0.1%+7,000New–
RPDRapid7, Inc.COM171$6.73K<0.1%+21+14.0%AddedHistory
RMRRMR Group Inc.CL A259$6.72K<0.1%00.0%UnchangedHistory
ALITAlight, Inc. / DelawareCOM CL A884$6.69K<0.1%−511−36.6%ReducedHistory
MCMoelis & CoCL A98$6.66K<0.1%+14+16.7%AddedHistory
CCKCrown Holdings, Inc.COM75$6.65K<0.1%−645−89.6%ReducedHistory
FWRDForward Air CorpCOM262$6.64K<0.1%−173−39.8%ReducedHistory
AMKRAmkor Technology, Inc.COM203$6.63K<0.1%+79+63.7%AddedHistory
IMCRImmunocore Holdings plcADS167$6.63K<0.1%+167NewHistory
AUDCAudiocodes LtdORD586$6.62K<0.1%+46+8.5%AddedHistory
JWNNordstrom IncStock290$6.62K<0.1%+132+83.5%AddedHistory
BLCOBausch & Lomb CorpCOMMON SHARES384$6.61K<0.1%−194−33.6%ReducedHistory
FRPTFreshpet, Inc.Stock54$6.57K<0.1%−8−12.9%ReducedHistory
ACLSAxcelis Technologies IncStock52$6.57K<0.1%+14+36.8%AddedHistory
NTRANatera, Inc.COM64$6.55K<0.1%+6+10.3%AddedHistory
GXOGXO Logistics, Inc.Stock117$6.55K<0.1%00.0%UnchangedHistory
AMBPArdagh Metal Packaging S.A.SHS1,779$6.55K<0.1%+1,460+457.7%AddedHistory
ABEVAmbev S.A.SPONSORED ADR3,175$6.54K<0.1%−13,314−80.7%ReducedHistory
HAYWHayward Holdings, Inc.COM442$6.54K<0.1%+417+1,668.0%AddedHistory
Innovator ETFs Trust45782C391US EQTY BUFR MAR150$6.53K<0.1%00.0%Unchanged–
MATVMativ Holdings, Inc.COM342$6.53K<0.1%−90−20.8%ReducedHistory
UNITUniti Group Inc.COM1,700$6.53K<0.1%−1,616−48.7%ReducedHistory

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