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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
NOGNorthern Oil & Gas, Inc.COM40$1.73K<0.1%+1+2.6%AddedHistory
First Tr Exchng Traded FD VI33740U737FT VEST US EQT48$1.71K<0.1%+48New–
iShares Tr464289867CORE 60 BALA ETF30$1.71K<0.1%+12+66.7%Added–
ZGZillow Group, Inc.CL A36$1.71K<0.1%+36NewHistory
CSANYCosan S.A.ADS181$1.71K<0.1%+90+98.9%AddedHistory
RGENRepligen CorpCOM10$1.67K<0.1%−27−73.0%ReducedHistory
ADMAAdma Biologics, Inc.COM136$1.67K<0.1%+136NewHistory
EBFEnnis, Inc.COM70$1.67K<0.1%+24+52.2%AddedHistory
HBIOHarvard Bioscience IncCOM520$1.66K<0.1%+520NewHistory
PGNYProgyny, Inc.COM59$1.66K<0.1%−22−27.2%ReducedHistory
HSIIHeidrick & Struggles International IncCOM41$1.65K<0.1%00.0%UnchangedHistory
IAGIamgold CorpCOM399$1.64K<0.1%+19+5.0%AddedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.64K<0.1%00.0%UnchangedHistory
APPSDigital Turbine, Inc.COM NEW688$1.64K<0.1%−974−58.6%ReducedHistory
FSPFranklin Street Properties CorpCOM932$1.62K<0.1%00.0%UnchangedHistory
Series Portfolios Tr81752T510UNUSUAL WHLS DEM45$1.62K<0.1%+45New–
LMNDLemonade, Inc.Stock89$1.60K<0.1%+37+71.2%AddedHistory
RGPResources Connection, Inc.COM134$1.60K<0.1%+134NewHistory
LRNStride, Inc.COM21$1.60K<0.1%00.0%UnchangedHistory
ACREAres Commercial Real Estate CorpCOM205$1.58K<0.1%+205NewHistory
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
REPLReplimune Group, Inc.COM157$1.57K<0.1%+157NewHistory
TWTradeweb Markets Inc.Stock14$1.56K<0.1%+6+75.0%AddedHistory
SITMSITIME CorpCOM11$1.56K<0.1%+9+450.0%AddedHistory
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
MGPIMGP Ingredients IncCOM19$1.55K<0.1%00.0%UnchangedHistory
Dimensional Emerging Core Equity Market ETF25434V302ETF59$1.54K<0.1%00.0%Unchanged–
GFSGLOBALFOUNDRIES Inc.Stock30$1.53K<0.1%+17+130.8%AddedHistory
BEAMBeam Therapeutics Inc.COM48$1.52K<0.1%00.0%UnchangedHistory
TROXTronox Holdings plcSHS94$1.52K<0.1%−3,029−97.0%ReducedHistory
WHDCactus, Inc.CL A24$1.51K<0.1%00.0%UnchangedHistory
Series Portfolios Tr81752T494UNUSUAL WHALES49$1.51K<0.1%+49New–
SWBISmith & Wesson Brands, Inc.COM91$1.51K<0.1%−70−43.5%ReducedHistory
LGVNLongeveron Inc.COM481$1.51K<0.1%+481NewHistory
Advisorshares Tr00768Y453PURE US CANN ETF199$1.50K<0.1%00.0%Unchanged–
BHCBausch Health Companies Inc.Stock248$1.50K<0.1%00.0%UnchangedHistory
OIO-I Glass, Inc.COM111$1.48K<0.1%−625−84.9%ReducedHistory
VTOLBristow Group Inc.COM39$1.48K<0.1%00.0%UnchangedHistory
CMPCompass Minerals International IncStock111$1.48K<0.1%−121−52.2%ReducedHistory
FIVNFive9, Inc.COM33$1.47K<0.1%−129−79.6%ReducedHistory
NFBKNorthfield Bancorp, Inc.COM116$1.45K<0.1%00.0%UnchangedHistory
SLGNSilgan Holdings IncCOM28$1.44K<0.1%+16+133.3%AddedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL35$1.44K<0.1%00.0%Unchanged–
OPKOpko Health, Inc.COM1,000$1.42K<0.1%00.0%UnchangedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF13$1.41K<0.1%00.0%Unchanged–
DCODucommun IncCOM22$1.41K<0.1%00.0%UnchangedHistory
EOSEEos Energy Enterprises, Inc.COM CL A712$1.40K<0.1%+712NewHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.40K<0.1%00.0%Unchanged–
CRDOCredo Technology Group Holding LtdStock50$1.39K<0.1%+50NewHistory
HIMSHims & Hers Health, Inc.Stock65$1.38K<0.1%+65NewHistory
BRXBrixmor Property Group Inc.COM54$1.38K<0.1%00.0%UnchangedHistory
CACCamden National CorpCOM33$1.38K<0.1%00.0%UnchangedHistory
SFLSFL Corp Ltd.SHS116$1.37K<0.1%+116NewHistory
AMCXAMC Global Media Inc.CL A123$1.37K<0.1%−301−71.0%ReducedHistory
DTDynatrace, Inc.Stock31$1.36K<0.1%+31NewHistory
IQiQIYI, Inc.SPONSORED ADS408$1.36K<0.1%+400+5,000.0%AddedHistory
NOANorth American Construction Group Ltd.COM68$1.36K<0.1%00.0%UnchangedHistory
CRONCronos Group Inc.COM550$1.35K<0.1%+550NewHistory
APLSApellis Pharmaceuticals, Inc.COM34$1.35K<0.1%−5−12.8%ReducedHistory
NOAHNoah Holdings LtdSPON ADS173$1.34K<0.1%−42−19.5%ReducedHistory
Despegar Com CorpG27358103ORD SHS115$1.34K<0.1%+115New–
FIXComfort Systems USA IncCOM4$1.33K<0.1%+3+300.0%AddedHistory
VRRMVerra Mobility CorpCL A COM STK44$1.33K<0.1%00.0%UnchangedHistory
HRMYHarmony Biosciences Holdings, Inc.COM39$1.32K<0.1%00.0%UnchangedHistory
HUYAHUYA Inc.ADS REP SHS A310$1.32K<0.1%+60+24.0%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF24$1.32K<0.1%−100−80.6%Reduced–
Global X FDS37954Y814FINTECH ETF50$1.32K<0.1%−63−55.8%Reduced–
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.32K<0.1%00.0%Unchanged–
NUSNu Skin Enterprises, Inc.CL A116$1.30K<0.1%−452−79.6%ReducedHistory
RDWRRadware LtdORD57$1.29K<0.1%00.0%UnchangedHistory
BZUNBaozun Inc.SPONSORED ADR545$1.29K<0.1%+545NewHistory
HAINHain Celestial Group IncCOM166$1.28K<0.1%−34−17.0%ReducedHistory
NATRNatures Sunshine Products IncCOM75$1.28K<0.1%00.0%UnchangedHistory
WASHWashington Trust Bancorp IncCOM40$1.28K<0.1%+20+100.0%AddedHistory
BCOVBrightcove IncCOM538$1.28K<0.1%00.0%UnchangedHistory
NBTBNBT Bancorp IncCOM26$1.27K<0.1%00.0%UnchangedHistory
ROICRetail Opportunity Investments CorpCOM85$1.27K<0.1%+1+1.2%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock13$1.27K<0.1%+13NewHistory
FFICFlushing Financial CorpCOM86$1.27K<0.1%00.0%UnchangedHistory
NLNli Holdings, Inc.COM NEW198$1.26K<0.1%00.0%UnchangedHistory
TIPTTiptree Inc.COM64$1.26K<0.1%00.0%UnchangedHistory
MLABMesa Laboratories IncCOM11$1.26K<0.1%00.0%UnchangedHistory
CXTCrane NXT, Co.COM20$1.26K<0.1%+20NewHistory
AVAVAeroVironment IncCOM7$1.25K<0.1%+7NewHistory
CDPCopt Defense PropertiesREIT43$1.25K<0.1%+21+95.5%AddedHistory
ZETAZeta Global Holdings Corp.CL A58$1.24K<0.1%+58NewHistory
UHTUniversal Health Realty Income TrustSH BEN INT29$1.24K<0.1%+14+93.3%AddedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN21$1.23K<0.1%−2−8.7%Reduced–
RLRalph Lauren CorpCL A7$1.23K<0.1%−87−92.6%ReducedHistory
CRVLCorvel CorpCOM4$1.23K<0.1%00.0%UnchangedHistory
AVNTAvient CorpCOM27$1.22K<0.1%00.0%UnchangedHistory
CRCTCricut, Inc.COM CL A194$1.21K<0.1%00.0%UnchangedHistory
EVAEnviva, LLCCOM2,851$1.20K<0.1%+851+42.6%AddedHistory
ONBOld National BancorpStock60$1.20K<0.1%+43+252.9%AddedHistory
EZPWEzcorp IncCL A NON VTG115$1.20K<0.1%00.0%UnchangedHistory
HAYNHaynes International IncCOM NEW20$1.19K<0.1%00.0%UnchangedHistory
CIMChimera Investment CorpCOM SHS80$1.17K<0.1%−426−84.2%ReducedConverted for a 1-for-3 splitHistory
JRVRJames River Group Holdings, Inc.COM135$1.17K<0.1%+11+8.9%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