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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
CRMTAmericas Carmart IncCOM57$3.95K<0.1%00.0%UnchangedHistory
COLDAmericold Realty TrustCOM132$3.95K<0.1%+51+63.0%AddedHistory
HHHHoward Hughes Holdings Inc.COM53$3.93K<0.1%+23+76.7%AddedHistory
IIPRInnovative Industrial Properties IncCOM32$3.93K<0.1%+25+357.1%AddedHistory
CIVBCivista Bancshares, Inc.COM NO PAR218$3.91K<0.1%+72+49.3%AddedHistory
GLOBGlobant S.A.COM20$3.89K<0.1%−65−76.5%ReducedHistory
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -403$3.89K<0.1%+256+174.1%AddedHistory
ASCArdmore Shipping CorpCOM179$3.88K<0.1%+100+126.6%AddedHistory
EDREndeavor Group Holdings, Inc.CL A COM141$3.87K<0.1%+105+291.7%AddedHistory
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS131$3.85K<0.1%+77+142.6%AddedHistory
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3.83K<0.1%00.0%Unchanged–
CWSTCasella Waste Systems IncCL A37$3.83K<0.1%+6+19.4%AddedHistory
NBRNabors Industries LtdSHS37$3.81K<0.1%−17−31.5%ReducedHistory
LUMNLumen Technologies, Inc.Stock1,205$3.80K<0.1%00.0%UnchangedHistory
CAMTCamtek LtdORD36$3.78K<0.1%+12+50.0%AddedHistory
CERTCertara, Inc.COM242$3.78K<0.1%−268−52.5%ReducedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT167$3.77K<0.1%−90−35.0%ReducedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD57$3.75K<0.1%+1+1.8%Added–
GSBDGoldman Sachs BDC, Inc.SHS250$3.75K<0.1%00.0%UnchangedHistory
AGIAlamos Gold IncStock220$3.75K<0.1%+172+358.3%AddedHistory
IBRXImmunityBio, Inc.COM723$3.72K<0.1%00.0%UnchangedHistory
BFSTBusiness First Bancshares, Inc.COM146$3.71K<0.1%00.0%UnchangedHistory
Listed FD Tr53656F474TRUESHARES LW VO117$3.71K<0.1%+117New–
Nushares ETF Tr67092P607NUVEEN ESG SMLCP86$3.68K<0.1%00.0%Unchanged–
AEOAmerican Eagle Outfitters IncCOM166$3.66K<0.1%+43+35.0%AddedHistory
APPNAppian CorpCL A99$3.66K<0.1%+40+67.8%AddedHistory
MDUMdu Resources Group IncStock135$3.64K<0.1%+6+4.7%AddedHistory
VOYAVoya Financial, Inc.COM50$3.64K<0.1%−347−87.4%ReducedHistory
FATEFate Therapeutics IncCOM682$3.63K<0.1%00.0%UnchangedHistory
DUOLDuolingo, Inc.CL A COM21$3.61K<0.1%00.0%UnchangedHistory
TFSLTFS Financial CORPCOM266$3.61K<0.1%+126+90.0%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.60K<0.1%+33New–
BOKFBok Financial CorpCOM NEW35$3.60K<0.1%+35NewHistory
BILLBILL Holdings, Inc.Stock72$3.60K<0.1%+11+18.0%AddedHistory
AGROAdecoagro S.A.COM372$3.59K<0.1%−30−7.5%ReducedHistory
BPOPPopular, Inc.COM NEW35$3.59K<0.1%+28+400.0%AddedHistory
PFGCPerformance Food Group CoCOM52$3.59K<0.1%+34+188.9%AddedHistory
FOXFFox Factory Holding CorpCOM67$3.58K<0.1%+49+272.2%AddedHistory
CRNXCrinetics Pharmaceuticals, Inc.COM67$3.56K<0.1%+33+97.1%AddedHistory
CERECerevel Therapeutics Holdings, Inc.COM79$3.55K<0.1%+7+9.7%AddedHistory
SNBRQSleep Number CorpCOM300$3.54K<0.1%00.0%UnchangedHistory
VKTXViking Therapeutics, Inc.COM62$3.53K<0.1%+10+19.2%AddedHistory
SLCAU.S. Silica Holdings, Inc.COM227$3.52K<0.1%00.0%UnchangedHistory
PENNPENN Entertainment, Inc.COM175$3.49K<0.1%+89+103.5%AddedHistory
LGNDLigand Pharmaceuticals IncCOM NEW32$3.49K<0.1%+2+6.7%AddedHistory
INDVIndivior Pharmaceuticals, Inc.ORD252$3.46K<0.1%00.0%UnchangedHistory
NIUNiu TechnologiesADS1,745$3.46K<0.1%−368−17.4%ReducedHistory
FAFFirst American Financial CorpStock57$3.45K<0.1%00.0%UnchangedHistory
JMIAJumia Technologies AGSPONSORED ADS285$3.44K<0.1%+285NewHistory
AMRCAmeresco, Inc.CL A109$3.44K<0.1%+6+5.8%AddedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE82$3.43K<0.1%00.0%Unchanged–
CWHCamping World Holdings, Inc.CL A150$3.43K<0.1%+150NewHistory
DMCDel Monte CorpORD137$3.43K<0.1%+134+4,466.7%AddedHistory
HELEHelen of Troy LtdStock58$3.43K<0.1%+5+9.4%AddedHistory
CYTKCytokinetics IncCOM NEW58$3.42K<0.1%+7+13.7%AddedHistory
SWXSouthwest Gas Holdings, Inc.COM46$3.41K<0.1%+29+170.6%AddedHistory
WLKWestlake CorpCOM23$3.40K<0.1%+2+9.5%AddedHistory
BEBloom Energy CorpCOM CL A251$3.40K<0.1%+15+6.4%AddedHistory
ALXAlexanders IncCOM14$3.39K<0.1%00.0%UnchangedHistory
VMEOVimeo, Inc.COMMON STOCK843$3.39K<0.1%00.0%UnchangedHistory
YELPYelp IncCL A93$3.39K<0.1%+33+55.0%AddedHistory
CPRICapri Holdings LtdSHS100$3.35K<0.1%−3−2.9%ReducedHistory
GPREGreen Plains Inc.COM188$3.33K<0.1%−3−1.6%ReducedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS37$3.31K<0.1%−12−24.5%ReducedHistory
GEOGeo Group IncCOM228$3.31K<0.1%00.0%UnchangedHistory
WENWendy's CoStock195$3.30K<0.1%+42+27.5%AddedHistory
AVNSAvanos Medical, Inc.Stock138$3.30K<0.1%00.0%UnchangedHistory
LBTYKLiberty Global Ltd.COM CL C163$3.28K<0.1%−860−84.1%ReducedHistory
CTOCTO Realty Growth, Inc.COM163$3.27K<0.1%00.0%UnchangedHistory
NMRKNewmark Group, Inc.CL A252$3.27K<0.1%+16+6.8%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM106$3.27K<0.1%+70+194.4%AddedHistory
STRSitio Royalties Corp.CLASS A COM134$3.26K<0.1%+123+1,118.2%AddedHistory
CLBCore Laboratories Inc.COM133$3.26K<0.1%00.0%UnchangedHistory
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3.25K<0.1%00.0%Unchanged–
SSentinelOne, Inc.CL A142$3.25K<0.1%+52+57.8%AddedHistory
JBTMJBT Marel CorpCOM33$3.25K<0.1%+3+10.0%AddedHistory
UPBDUpbound Group, Inc.COM86$3.25K<0.1%00.0%UnchangedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC134$3.24K<0.1%00.0%Unchanged–
FRSHFreshworks Inc.Stock259$3.24K<0.1%+238+1,133.3%AddedHistory
AMEDAmedisys IncCOM33$3.24K<0.1%+28+560.0%AddedHistory
Two Harbors Investment Corp.90187B804COM240$3.23K<0.1%−171−41.6%Reduced–
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3.23K<0.1%00.0%Unchanged–
ARWRArrowhead Pharmaceuticals, Inc.COM113$3.23K<0.1%+16+16.5%AddedHistory
WWayfair Inc.CL A59$3.21K<0.1%00.0%UnchangedHistory
HUNHuntsman CORPCOM134$3.21K<0.1%−40−23.0%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF84$3.20K<0.1%00.0%Unchanged–
DDSDillard's, Inc.CL A8$3.19K<0.1%+5+166.7%AddedHistory
WKCWorld Kinect CorpCOM114$3.18K<0.1%00.0%UnchangedHistory
SSTKShutterstock, Inc.COM72$3.18K<0.1%00.0%UnchangedHistory
DOCNDigitalOcean Holdings, Inc.COM96$3.18K<0.1%+31+47.7%AddedHistory
EGBNEagle Bancorp IncCOM147$3.16K<0.1%−414−73.8%ReducedHistory
CXCemex SAB de CVSPON ADR NEW491$3.15K<0.1%−109−18.2%ReducedHistory
SONSonoco Products CoCOM58$3.14K<0.1%+22+61.1%AddedHistory
BPMCBlueprint Medicines CorpCOM29$3.14K<0.1%+8+38.1%AddedHistory
MKTXMarketaxess Holdings IncCOM14$3.13K<0.1%+6+75.0%AddedHistory
UHAL.BU-Haul Holding CoCOM SER N49$3.12K<0.1%−645−92.9%ReducedHistory
WEXWEX Inc.COM17$3.12K<0.1%−1−5.6%ReducedHistory
FUNSix Flags Entertainment CorporationCOM65$3.10K<0.1%+65NewHistory
SSPE.W. Scripps CoCL A NEW821$3.09K<0.1%+654+391.6%AddedHistory
FBINFortune Brands Innovations, Inc.COM38$3.07K<0.1%−85−69.1%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