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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
AXAxos Financial, Inc.COM42$3.07K<0.1%+42NewHistory
XENEXenon Pharmaceuticals Inc.COM71$3.06K<0.1%−93−56.7%ReducedHistory
Matthews Asia FDS577125818EMER MKTS EQUITY101$3.06K<0.1%00.0%Unchanged–
POSTPost Holdings, Inc.COM28$3.06K<0.1%−8−22.2%ReducedHistory
OWLBlue Owl Capital Inc.COM CL A160$3.05K<0.1%−205−56.2%ReducedHistory
HBNCHorizon Bancorp IncCOM190$3.04K<0.1%00.0%UnchangedHistory
DSXDiana Shipping Inc.COM1,195$3.04K<0.1%−668−35.9%ReducedHistory
ALTMArcadium Lithium plcStock954$3.03K<0.1%+450+89.3%AddedHistory
TRTootsie Roll Industries IncCOM98$3.02K<0.1%00.0%UnchangedHistory
WNEBWestern New England Bancorp, Inc.COM365$3.02K<0.1%00.0%UnchangedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF20$3.02K<0.1%00.0%Unchanged–
BSACBanco Santander ChileSP ADR REP COM149$2.99K<0.1%+11+8.0%AddedHistory
ITOSiTeos Therapeutics, Inc.COM170$2.99K<0.1%00.0%UnchangedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.99K<0.1%+350NewHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$2.98K<0.1%00.0%Unchanged–
MOMOHello Group Inc.ADS441$2.98K<0.1%+233+112.0%AddedHistory
WULFTerawulf Inc.COM709$2.95K<0.1%00.0%UnchangedHistory
TFPMTriple Flag Precious Metals Corp.Stock190$2.94K<0.1%00.0%UnchangedHistory
LOBLive Oak Bancshares, Inc.COM65$2.93K<0.1%+65NewHistory
XRXXerox Holdings CorpCOM NEW272$2.93K<0.1%−64−19.0%ReducedHistory
SBGISinclair, Inc.CL A189$2.91K<0.1%+147+350.0%AddedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK305$2.90K<0.1%+305NewHistory
MHKMohawk Industries IncCOM18$2.90K<0.1%00.0%UnchangedHistory
UUnity Software Inc.COM177$2.90K<0.1%−77−30.3%ReducedHistory
APGAPi Group CorpCOM STK76$2.88K<0.1%−2−2.6%ReducedHistory
TXG10x Genomics, Inc.CL A COM139$2.87K<0.1%+12+9.4%AddedHistory
MERCMercer International Inc.COM375$2.86K<0.1%+207+123.2%AddedHistory
VRNTVerint Systems IncCOM79$2.85K<0.1%00.0%UnchangedHistory
IRTCiRhythm Holdings, Inc.COM33$2.85K<0.1%+5+17.9%AddedHistory
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2.84K<0.1%00.0%Unchanged–
ONCBeOne Medicines Ltd.ADR17$2.83K<0.1%+4+30.8%AddedHistory
MEIMethode Electronics IncCOM223$2.82K<0.1%+223NewHistory
ALRMAlarm.com Holdings, Inc.COM40$2.82K<0.1%+34+566.7%AddedHistory
IPGPIpg Photonics CorpCOM35$2.81K<0.1%−229−86.7%ReducedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN66$2.81K<0.1%+39+144.4%AddedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS142$2.80K<0.1%+113+389.7%AddedHistory
SYNASYNAPTICS IncStock32$2.79K<0.1%+31+3,100.0%AddedHistory
BROSDutch Bros Inc.CL A73$2.79K<0.1%00.0%UnchangedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2.79K<0.1%+212NewHistory
CRCCalifornia Resources CorpCOM STOCK54$2.78K<0.1%−68−55.7%ReducedHistory
STKLSunOpta Inc.COM521$2.76K<0.1%00.0%UnchangedHistory
INGNInogen IncCOM298$2.76K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW46$2.75K<0.1%−22−32.4%Reduced–
ARDXArdelyx, Inc.COM494$2.74K<0.1%−84−14.5%ReducedHistory
MTNVail Resorts IncCOM15$2.73K<0.1%−4−21.1%ReducedHistory
MYEMyers Industries IncCOM183$2.73K<0.1%+183NewHistory
MSEXMiddlesex Water CoCOM41$2.73K<0.1%−101−71.1%ReducedHistory
TDCTeradata CorpStock84$2.72K<0.1%+61+265.2%AddedHistory
RNGRingCentral, Inc.CL A77$2.70K<0.1%−17−18.1%ReducedHistory
NTGRNetgear, Inc.COM170$2.70K<0.1%00.0%UnchangedHistory
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2.70K<0.1%00.0%Unchanged–
CHGGChegg, IncCOM790$2.69K<0.1%+790NewHistory
MTUSMetallus Inc.COM120$2.69K<0.1%00.0%UnchangedHistory
ZGNErmenegildo Zegna N.V.ORD SHS238$2.69K<0.1%+29+13.9%AddedHistory
Pyxis Tankers Inc.Y71726122*W EXP 09/15/2022,400$2.69K<0.1%+2,400New–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF50$2.69K<0.1%−139−73.5%Reduced–
PENPenumbra IncCOM16$2.67K<0.1%+1+6.7%AddedHistory
PDCOPatterson Companies, Inc.COM104$2.63K<0.1%+104NewHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.62K<0.1%00.0%Unchanged–
NNNextnav Inc.COMMON STOCK315$2.62K<0.1%00.0%UnchangedHistory
ESGREnstar Group LTDSHS8$2.60K<0.1%00.0%UnchangedHistory
BRBSBlue Ridge Bankshares, Inc.COM931$2.59K<0.1%00.0%UnchangedHistory
ZEUSOlympic Steel IncCOM51$2.58K<0.1%00.0%UnchangedHistory
SNCYSun Country Airlines Holdings, LLCCOM197$2.58K<0.1%+197NewHistory
ALGTAllegiant Travel COCOM46$2.58K<0.1%+38+475.0%AddedHistory
CXWCoreCivic, Inc.COM185$2.58K<0.1%00.0%UnchangedHistory
INVHInvitation Homes Inc.COM73$2.58K<0.1%+32+78.0%AddedHistory
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2.58K<0.1%00.0%Unchanged–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2.56K<0.1%00.0%Unchanged–
PCORProcore Technologies, Inc.COM36$2.56K<0.1%−2−5.3%ReducedHistory
SRRKScholar Rock Holding CorpCOM279$2.53K<0.1%+37+15.3%AddedHistory
UNFUnifirst CorpCOM13$2.53K<0.1%−20−60.6%ReducedHistory
VSHVishay Intertechnology IncCOM104$2.53K<0.1%+104NewHistory
SHCSotera Health CoCOM181$2.51K<0.1%+164+964.7%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR111$2.50K<0.1%+33+42.3%AddedHistory
REGRegency Centers CorpCOM37$2.49K<0.1%+14+60.9%AddedHistory
HLITHarmonic Inc.COM169$2.48K<0.1%+45+36.3%AddedHistory
AHCOAdaptHealth Corp.COMMON STOCK218$2.48K<0.1%00.0%UnchangedHistory
TWKSThoughtworks Holding, Inc.COM706$2.46K<0.1%−442−38.5%ReducedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT64$2.45K<0.1%00.0%Unchanged–
QNSTQuinstreet, IncCOM131$2.45K<0.1%00.0%UnchangedHistory
FLWS1 800 Flowers Com IncCL A235$2.44K<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS93$2.43K<0.1%+53+132.5%AddedHistory
SFSTSouthern First Bancshares IncCOM70$2.42K<0.1%+18+34.6%AddedHistory
TGTredegar CorpCOM424$2.42K<0.1%+424NewHistory
PWODPenns Woods Bancorp IncCOM101$2.41K<0.1%00.0%UnchangedHistory
AZZAzz IncCOM30$2.40K<0.1%+25+500.0%AddedHistory
WWWWolverine World Wide IncCOM161$2.39K<0.1%00.0%UnchangedHistory
IONQIonQ, Inc.COM293$2.39K<0.1%00.0%UnchangedHistory
FLUTFlutter Entertainment plcSHS12$2.37K<0.1%00.0%UnchangedHistory
KODKEastman Kodak CoCOM NEW406$2.36K<0.1%+406NewHistory
STAAStaar Surgical CoCOM PAR $0.0157$2.35K<0.1%+11+23.9%AddedHistory
PSECProspect Capital CorpCOM432$2.35K<0.1%+272+170.0%AddedHistory
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26101$2.35K<0.1%+101New–
BRSLBrightstar Lottery PLCSHS USD100$2.35K<0.1%00.0%UnchangedHistory
PLLPiedmont Lithium Inc.Stock234$2.35K<0.1%−17−6.8%ReducedHistory
HTLFHeartland Financial USA IncCOM43$2.34K<0.1%+13+43.3%AddedHistory
OMCLOmnicell, Inc.COM80$2.34K<0.1%−232−74.4%ReducedHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2.34K<0.1%+100New–
MGNIMagnite, Inc.COM159$2.31K<0.1%+117+278.6%AddedHistory

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