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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
CORZCore Scientific, Inc.COM49$478<0.1%+49NewHistory
ACVAACV Auctions Inc.COM CL A28$478<0.1%00.0%UnchangedHistory
FIGSFIGS, Inc.CL A73$476<0.1%+48+192.0%AddedHistory
Carnival Corp Ltd.14365C103ADR31$475<0.1%+23+287.5%Added–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$473<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM75$471<0.1%+70+1,400.0%AddedHistory
RNWReNew Energy Global plcCL A SHS80$466<0.1%+80NewHistory
Townebank Portsmouth Va89214P109COM14$465<0.1%+14New–
PUBMPubMatic, Inc.COM CL A21$461<0.1%+21NewHistory
LPROOpen Lending CorpCOM73$460<0.1%+43+143.3%AddedHistory
PDPagerDuty, Inc.COM22$460<0.1%+22NewHistory
AMTXAemetis, IncCOM NEW143$459<0.1%+143NewHistory
VECOVeeco Instruments IncCOM11$456<0.1%+11NewHistory
RKTRocket Companies, Inc.Stock28$453<0.1%+17+154.5%AddedHistory
CANCanaan Inc.SPONSORED ADS452$452<0.1%+452NewHistory
DKDelek US Holdings, Inc.COM19$452<0.1%+19NewHistory
AVIRAtea Pharmaceuticals, Inc.COM118$451<0.1%+118NewHistory
CALYCallaway Golf CoCOM27$446<0.1%+6+28.6%AddedHistory
WKWorkiva IncCOM CL A6$443<0.1%+4+200.0%AddedHistory
CYRXCryoport, Inc.COM PAR $0.00148$443<0.1%+36+300.0%AddedHistory
SGHCSuper Group (SGHC) LtdORD SHS112$429<0.1%+112NewHistory
ALLKAllakos Inc.COM477$429<0.1%00.0%UnchangedHistory
PHRPhreesia, Inc.COM17$424<0.1%+17NewHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW24$421<0.1%−181−88.3%ReducedHistory
ADTADT Inc.COM54$420<0.1%+35+184.2%AddedHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC9$419<0.1%00.0%Unchanged–
GEVOGevo, Inc.COM PAR714$415<0.1%+714NewHistory
RCMR1 RCM Inc.COM32$412<0.1%+22+220.0%AddedHistory
GMEGameStop Corp.Stock18$408<0.1%+13+260.0%AddedHistory
IMVTImmunovant, Inc.COM14$407<0.1%+11+366.7%AddedHistory
RAPTRAPT Therapeutics, Inc.COM127$399<0.1%+127NewHistory
DCBODocebo Inc.COM10$398<0.1%+10NewHistory
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$398<0.1%00.0%Unchanged–
KYNBKyntra Bio, Inc.COM734$396<0.1%00.0%UnchangedHistory
IMRXImmuneering CorpCLASS A COM345$390<0.1%+345NewHistory
GRTSGritstone bio, Inc.COM649$390<0.1%00.0%UnchangedHistory
RENTRent the Runway, Inc.CL A NEW26$387<0.1%+26NewHistory
VIRVir Biotechnology, Inc.COM38$386<0.1%+3+8.6%AddedHistory
iShares Tr46434V696CORE MSCI PAC6$381<0.1%00.0%Unchanged–
YPFYpf Sociedad AnonimaSPON ADR CL D19$379<0.1%+19NewHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%Unchanged–
LFSTLifeStance Health Group, Inc.COM68$375<0.1%−107−61.1%ReducedHistory
AMWLAmerican Well CorpCOM CL A NEW46$368<0.1%+46NewHistory
FIVEFive Below, IncCOM5$364<0.1%−28−84.8%ReducedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS27$362<0.1%+16+145.5%AddedHistory
NCNOnCino, Inc.COM11$360<0.1%−7−38.9%ReducedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$360<0.1%00.0%Unchanged–
GGALGrupo Financiero Galicia SASPONSORED ADR12$348<0.1%+12NewHistory
ATRAAtara Biotherapeutics, Inc.COM35$344<0.1%+35NewHistory
Azul S A05501U106SPONSR ADR PFD79$333<0.1%−218−73.4%Reduced–
ENVXEnovix CorpCOM23$331<0.1%+23NewHistory
KLXEKLX Energy Services Holdings, Inc.COM NEW47$324<0.1%−187−79.9%ReducedHistory
BBBLACKBERRY LtdCOM133$322<0.1%+98+280.0%AddedHistory
ARRYArray Technologies, Inc.COM SHS30$316<0.1%−229−88.4%ReducedHistory
AMTBAmerant Bancorp Inc.CL A14$315<0.1%00.0%UnchangedHistory
SPTSprout Social, Inc.COM CL A8$313<0.1%−112−93.3%ReducedHistory
CUTRCutera IncCOM222$311<0.1%+222NewHistory
Dada Nexus Ltd23344D108ADS228$301<0.1%−53−18.9%Reduced–
GRNBarclays Bank PLCETN 4911$298<0.1%+11NewHistory
STCStewart Information Services CorpCOM4$283<0.1%+4NewHistory
ASIXAdvanSix Inc.COM10$280<0.1%00.0%UnchangedHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU6$266<0.1%+6New–
PSQHPSQ Holdings, Inc.CL A100$262<0.1%+100NewHistory
SONOSonos IncCOM19$257<0.1%+14+280.0%AddedHistory
SPCEVirgin Galactic Holdings, IncStock36$256<0.1%+2+6.7%AddedConverted for a 1-for-20 splitHistory
INMDInMode Ltd.SHS14$254<0.1%+14NewHistory
WWRWestwater Resources, Inc.COM NEW500$254<0.1%00.0%UnchangedHistory
HOLOMicroCloud Hologram Inc.ORDINARY SHARES518$237<0.1%+518NewHistory
RVMDRevolution Medicines, Inc.COM5$229<0.1%+5NewHistory
GTXGarrett Motion Inc.Stock26$228<0.1%00.0%UnchangedHistory
CMPSCOMPASS Pathways plcSPONSORED ADS27$206<0.1%+27NewHistory
COURCoursera, Inc.COM22$205<0.1%−924−97.7%ReducedHistory
RDFNRedfin CorpCOM25$204<0.1%+20+400.0%AddedHistory
AGENAgenus IncCOM NEW33$199<0.1%+33NewHistory
SFIXStitch Fix, Inc.Stock40$188<0.1%+40NewHistory
Sprott FDS Tr85208P303URANIUM MINERS E4$188<0.1%+4New–
TWOU2U, LLCCOM NEW69$185<0.1%−1−1.0%ReducedConverted for a 1-for-30 splitHistory
BlackSky Technology Inc.09263B116*W EXP 10/30/2025,000$176<0.1%+5,000New–
CSTLCastle Biosciences IncCOM7$169<0.1%+7NewHistory
SMLRSemler Scientific, Inc.COM5$166<0.1%+5NewHistory
LEN.BLennar CorpCL B1$165<0.1%00.0%UnchangedHistory
JAMFJamf Holding Corp.COM9$165<0.1%+9NewHistory
DAVAEndava plcADS5$159<0.1%−3−37.5%ReducedHistory
BINIBollinger Innovations, Inc.COM NEW132$153<0.1%+132NewHistory
PGENPrecigen, Inc.COM93$141<0.1%00.0%UnchangedHistory
CURICuriosityStream Inc.COM CL A122$134<0.1%+122NewHistory
BOOTBoot Barn Holdings, Inc.COM1$133<0.1%+1NewHistory
HCATHealth Catalyst, Inc.COM18$133<0.1%+18NewHistory
FUNDSprott Focus Trust Inc.COM16$130<0.1%00.0%UnchangedHistory
Brookfield Business PartnersG16234109UNIT LTD L P6$122<0.1%+6New–
SRGSeritage Growth PropertiesCL A22$112<0.1%−43−66.2%ReducedHistory
STEMStem, Inc.CL A89$109<0.1%+89NewHistory
OESXOrion Energy Systems, Inc.COM100$108<0.1%00.0%UnchangedHistory
ASANAsana, Inc.CL A7$102<0.1%+2+40.0%AddedHistory
HAPNHappen, Inc.COM NEW8$100<0.1%00.0%UnchangedHistory
TBHCBrand House Collective, Inc.COM50$90<0.1%00.0%UnchangedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH1$88<0.1%−3,071−100.0%Reduced–
INBXInhibrx Biosciences, Inc.COM6$87<0.1%+6NewHistory
ZIMVZimVie Inc.Stock4$85<0.1%00.0%UnchangedHistory
HCKTHackett Group, Inc.COM3$82<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