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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
NFENew Fortress Energy Inc.COM CL A59$1.17K<0.1%+21+55.3%AddedHistory
XERSXeris Biopharma Holdings, Inc.COM468$1.16K<0.1%00.0%UnchangedHistory
RHRHCOM4$1.16K<0.1%−1−20.0%ReducedHistory
BBTBeacon Financial CorpCOM42$1.16K<0.1%00.0%UnchangedHistory
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.16K<0.1%00.0%Unchanged–
GRALGRAIL, Inc.COM75$1.15K<0.1%+75NewHistory
ARMArm Holdings PLCADR8$1.15K<0.1%+8NewHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$1.15K<0.1%00.0%UnchangedHistory
FFBCFirst Financial BancorpCOM42$1.15K<0.1%00.0%UnchangedHistory
FRPHFRP Holdings, Inc.COM38$1.14K<0.1%−38−50.0%ReducedConverted for a 2-for-1 splitHistory
DDD3D Systems CorpCOM NEW313$1.14K<0.1%−1,173−78.9%ReducedHistory
PRDOPerdoceo Education CorpCOM46$1.14K<0.1%00.0%UnchangedHistory
ASTSAST SpaceMobile, Inc.COM CL A55$1.14K<0.1%+55NewHistory
ARAntero Resources CorpCOM39$1.13K<0.1%+39NewHistory
CLOVClover Health Investments, Corp.COM CL A592$1.13K<0.1%+592NewHistory
GOODGladstone Commercial CorpCOM75$1.13K<0.1%00.0%UnchangedHistory
GTLSChart Industries IncCOM7$1.13K<0.1%00.0%UnchangedHistory
CHMICherry Hill Mortgage Investment CorpCOM292$1.12K<0.1%+141+93.4%AddedHistory
TWSTTwist Bioscience CorpCOM20$1.12K<0.1%+18+900.0%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.12K<0.1%00.0%Unchanged–
GDOTGreen Dot CorpCL A114$1.09K<0.1%00.0%UnchangedHistory
VOXXVOXX International CorpCL A425$1.09K<0.1%00.0%UnchangedHistory
ATSATS CorpCOM36$1.08K<0.1%−83−69.7%ReducedHistory
SMTCSemtech CorpStock34$1.08K<0.1%+18+112.5%AddedHistory
APIAgora, Inc.ADS426$1.06K<0.1%+399+1,477.8%AddedHistory
RWTRedwood Trust IncCOM146$1.06K<0.1%00.0%UnchangedHistory
CTKBCytek Biosciences, Inc.COM158$1.06K<0.1%00.0%UnchangedHistory
Jacob FDS Inc469785703FORWARD ETF100$1.06K<0.1%00.0%Unchanged–
LCIDLucid Group, Inc.COM300$1.06K<0.1%−744−71.3%ReducedHistory
GKOSGLAUKOS CorpCOM9$1.05K<0.1%+1+12.5%AddedHistory
KAIKadant IncCOM3$1.05K<0.1%+3NewHistory
Ea Series Trust02072L607FREEDOM 100 EM30$1.05K<0.1%+30New–
Tidal ETF Tr886364306SOFI NEXT 50075$1.05K<0.1%00.0%Unchanged–
ETDEthan Allen Interiors IncCOM34$1.05K<0.1%00.0%UnchangedHistory
EVTCEVERTEC, Inc.COM30$1.03K<0.1%−8−21.1%ReducedHistory
CBIOCrescent Biopharma, Inc.COM4,755$1.03K<0.1%+4,755NewHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.02K<0.1%00.0%Unchanged–
MXLMaxlinear, IncCOM72$1.02K<0.1%+15+26.3%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM16$1.01K<0.1%+16NewHistory
FPIFarmland Partners Inc.COM95$1.01K<0.1%00.0%UnchangedHistory
iShares Tr46432F859CORE 1 5 YR USD21$1.01K<0.1%−275−92.9%Reduced–
CNNECannae Holdings, Inc.COM50$1.01K<0.1%00.0%UnchangedHistory
ULCCFrontier Group Holdings, Inc.COM254$1.00K<0.1%−715−73.8%ReducedHistory
RCKYRocky Brands, Inc.COM29$994<0.1%00.0%UnchangedHistory
STHOStar HoldingsSHS BEN INT73$982<0.1%00.0%UnchangedHistory
GPMTGranite Point Mortgage Trust Inc.COM STK327$974<0.1%+215+192.0%AddedHistory
AGIOAgios Pharmaceuticals, Inc.COM21$974<0.1%00.0%UnchangedHistory
SEERSeer, Inc.COM CL A492$974<0.1%00.0%UnchangedHistory
PIImpinj IncCOM6$956<0.1%+6NewHistory
WLYJohn Wiley & Sons, Inc.CL A20$955<0.1%+20NewHistory
GTMZoomInfo Technologies Inc.Stock84$954<0.1%−525−86.2%ReducedHistory
TNETTrinet Group, Inc.COM9$939<0.1%+4+80.0%AddedHistory
SWTXSpringWorks Therapeutics, Inc.COM26$934<0.1%+3+13.0%AddedHistory
BOCBoston Omaha CorpStock63$926<0.1%+63NewHistory
IOTSamsara Inc.Stock24$919<0.1%+20+500.0%AddedHistory
NOVASunnova Energy International Inc.COM128$905<0.1%00.0%UnchangedHistory
AIFUAIFU Inc.SPONSORED ADR575$903<0.1%00.0%UnchangedHistory
Abrdn ETFs003261104BBRG ALL COMD K146$901<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X871ST INTL CAP ETF27$892<0.1%00.0%Unchanged–
MCRBSeres Therapeutics, Inc.COM666$892<0.1%+666NewHistory
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$889<0.1%+72NewHistory
MLCOMelco Resorts & Entertainment LTDADR154$879<0.1%−459−74.9%ReducedHistory
AMNAmn Healthcare Services IncCOM13$879<0.1%−4−23.5%ReducedHistory
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18$877<0.1%+18New–
NVCRNovoCure LtdORD SHS38$865<0.1%00.0%UnchangedHistory
CGCCanopy Growth CorpCOM NEW113$859<0.1%+3+2.7%AddedHistory
FRSTPrimis Financial Corp.COM65$858<0.1%00.0%UnchangedHistory
LKFTLakefront Biotherapeutics NVSPON ADR32$853<0.1%−98−75.4%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP42$853<0.1%00.0%UnchangedHistory
OMOutset Medical, Inc.COM240$852<0.1%+16+7.1%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF6$849<0.1%00.0%Unchanged–
VCYTVeracyte, Inc.COM35$840<0.1%+25+250.0%AddedHistory
SPDR Series Trust78468R408ST TERM HIGH ETF33$837<0.1%+33New–
QUREuniQure N.V.SHS109$835<0.1%+109NewHistory
SASeabridge Gold IncCOM50$830<0.1%00.0%UnchangedHistory
FNGRFingerMotion, Inc.COM390$827<0.1%00.0%UnchangedHistory
CFLTConfluent, Inc.CLASS A COM33$825<0.1%+12+57.1%AddedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$817<0.1%−131−91.6%Reduced–
TPICQTpi Composites, IncCOM189$805<0.1%00.0%UnchangedHistory
EQXEquinox Gold Corp.COM143$804<0.1%+55+62.5%AddedHistory
ASMBAssembly Biosciences, Inc.COM NEW55$803<0.1%00.0%UnchangedHistory
UPWKUpwork, IncCOM66$800<0.1%+66NewHistory
AEVAAeva Technologies, Inc.COM NEW220$799<0.1%+200+1,000.0%AddedHistory
TRMKTrustmark CorpCOM23$799<0.1%+23NewHistory
NVAXNovavax IncCOM NEW62$794<0.1%+2+3.3%AddedHistory
SUMSummit Materials, Inc.CL A19$794<0.1%−6−24.0%ReducedHistory
RPAYRepay Holdings CorpCOM CL A82$789<0.1%+60+272.7%AddedHistory
SANASana Biotechnology, Inc.COM129$786<0.1%00.0%UnchangedHistory
KMTKennametal IncCOM30$784<0.1%−52−63.4%ReducedHistory
LTRXLantronix IncCOM NEW190$779<0.1%00.0%UnchangedHistory
ANVSAnnovis Bio, Inc.COM83$773<0.1%+83NewHistory
FOLDAmicus Therapeutics, Inc.COM74$763<0.1%+17+29.8%AddedHistory
NAVINavient CorpCOM46$755<0.1%+35+318.2%AddedHistory
HCIHCI Group, Inc.COM8$754<0.1%00.0%UnchangedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A57$750<0.1%+57NewHistory
AUPHAurinia Pharmaceuticals Inc.COM126$741<0.1%+27+27.3%AddedHistory
FUBOFuboTV Inc.COM501$732<0.1%+501NewHistory
FIZZNational Beverage CorpCOM15$732<0.1%+6+66.7%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM100$728<0.1%00.0%UnchangedHistory
BCLIBrainstorm Cell Therapeutics Inc.COM NEW2,128$728<0.1%00.0%UnchangedHistory

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