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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
ANETArista Networks, Inc.COM1,524$528.1K<0.1%+387+34.0%AddedHistory
XELXcel Energy IncStock8,987$523.8K<0.1%+2,748+44.0%AddedHistory
COOCooper Companies, Inc.COM5,611$523.7K<0.1%+264+4.9%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,277$521.6K<0.1%+1+0.1%AddedHistory
Ssga Active ETF Tr78467V848ST STR TOTAL ETF12,838$520.8K<0.1%−54−0.4%Reduced–
CBChubb LtdStock1,887$520.1K<0.1%+82+4.5%AddedHistory
ADPAutomatic Data Processing IncStock1,966$516.3K<0.1%+212+12.1%AddedHistory
ISRGIntuitive Surgical IncCOM NEW1,157$514.4K<0.1%+281+32.1%AddedHistory
ORLYO Reilly Automotive IncStock456$513.6K<0.1%00.0%UnchangedHistory
EFXEquifax IncCOM1,822$509.1K<0.1%+31+1.7%AddedHistory
UPSUnited Parcel Service IncStock3,898$508.2K<0.1%−90−2.3%ReducedHistory
TAT&T Inc.Stock26,376$507.7K<0.1%+9,446+55.8%AddedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS27,511$507.0K<0.1%−11,908−30.2%ReducedHistory
Dimensional ETF Trust25434V658GLOBAL REAL EST18,929$503.9K<0.1%+777+4.3%Added–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF16,664$500.3K<0.1%+818+5.2%Added–
iShares Tr46435U218ESG MSCI LEADR5,110$499.4K<0.1%00.0%Unchanged–
DECKDeckers Outdoor CorpCOM536$494.5K<0.1%+115+27.3%AddedHistory
IBMInternational Business Machines CorpStock2,555$490.9K<0.1%+150+6.2%AddedHistory
PYPLPayPal Holdings, Inc.Stock7,450$490.1K<0.1%−488−6.1%ReducedHistory
Hartford FDS Exchange Traded41653L404SCHRDRS TAX BD24,987$489.0K<0.1%+8,431+50.9%Added–
Vanguard Information Technology ETF92204A702ETF856$486.1K<0.1%+44+5.4%Added–
AZNAstraZeneca PLCSPONSORED ADR6,117$484.2K<0.1%+800+15.0%AddedHistory
FCXFreeport-McMoran IncStock10,662$484.1K<0.1%+3,581+50.6%AddedHistory
BKNGBooking Holdings Inc.Stock130$483.1K<0.1%+8+6.6%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF7,516$482.2K<0.1%−788−9.5%Reduced–
ALLEAllegion plcORD SHS3,522$481.9K<0.1%−21−0.6%ReducedHistory
STZConstellation Brands, Inc.Stock1,950$478.2K<0.1%+200+11.4%AddedHistory
JJacobs Solutions Inc.COM3,256$476.5K<0.1%+16+0.5%AddedHistory
iShares MSCI India ETF46429B598ETF8,190$470.3K<0.1%+908+12.5%Added–
ZBRAZebra Technologies CorpCL A1,338$469.9K<0.1%+41+3.2%AddedHistory
WITWipro LtdSPON ADR 1 SH76,268$469.8K<0.1%+8,187+12.0%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,105$468.8K<0.1%+2,105NewHistory
BSYBentley Systems IncCOM CL B9,568$466.4K<0.1%−95−1.0%ReducedHistory
FFord Motor CoStock42,571$460.6K<0.1%+31,095+271.0%AddedHistory
CCitigroup IncStock7,078$459.2K<0.1%+1,441+25.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF4,600$455.9K<0.1%+58+1.3%Added–
TERTeradyne, IncStock3,469$455.0K<0.1%+122+3.6%AddedHistory
SHELShell plcADR6,171$451.8K<0.1%−129−2.0%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF2,510$450.3K<0.1%−61−2.4%Reduced–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN19,579$446.2K<0.1%00.0%UnchangedHistory
WRBBerkley W R CorpCOM8,079$445.4K<0.1%+3,083+61.7%AddedHistory
TSCOTractor Supply CoCOM1,691$445.3K<0.1%+774+84.4%AddedHistory
COLBColumbia Banking System, Inc.COM16,846$440.7K<0.1%−22−0.1%ReducedHistory
HSYHershey CoCOM2,217$437.8K<0.1%+180+8.8%AddedHistory
iShares Tr46428743220 YR TR BD ETF4,605$436.7K<0.1%+2,764+150.1%Added–
MOAltria Group, Inc.Stock8,813$431.9K<0.1%+2,993+51.4%AddedHistory
AMPAmeriprise Financial IncCOM998$429.6K<0.1%+304+43.8%AddedHistory
Global X FDS37954Y673US INFR DEV ETF10,679$426.7K<0.1%−31,635−74.8%Reduced–
SYKStryker CorpStock1,294$423.9K<0.1%+21+1.6%AddedHistory
DHRDanaher CorpStock1,531$423.9K<0.1%+165+12.1%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR6,496$423.6K<0.1%+192+3.0%AddedHistory
BLKBlackRock, Inc.COM482$422.4K<0.1%+24+5.2%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF9,814$421.5K<0.1%+5,623+134.2%Added–
MMM3M CoStock3,286$419.1K<0.1%+357+12.2%AddedHistory
WCNWaste Connections, Inc.COM2,351$418.0K<0.1%+25+1.1%AddedHistory
RFRegions Financial CorpCOM18,663$417.5K<0.1%+433+2.4%AddedHistory
WSCWillScot Holdings CorpCOM CL A10,163$416.7K<0.1%−1,139−10.1%ReducedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD8,170$406.3K<0.1%+875+12.0%Added–
iShares Tr46436E619ESG ADVAN ETF9,359$405.4K<0.1%+9,359New–
iShares Tr46436E759ESG EAFE ETF5,788$399.7K<0.1%+4,991+626.2%Added–
LENLennar CorpCL A2,245$397.2K<0.1%−121−5.1%ReducedHistory
ODFLOld Dominion Freight Line, Inc.COM1,888$396.9K<0.1%−171−8.3%ReducedHistory
iShares Inc46434G772MSCI TAIWAN ETF7,441$395.4K<0.1%+7,441New–
AJGArthur J. Gallagher & Co.COM1,374$389.3K<0.1%+319+30.2%AddedHistory
ADIAnalog Devices IncStock1,672$386.9K<0.1%+223+15.4%AddedHistory
ROPRoper Technologies IncStock710$386.8K<0.1%+233+48.8%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF8,281$385.2K<0.1%−1,976−19.3%Reduced–
DALDelta Air Lines, Inc.COM NEW8,887$382.3K<0.1%+5,281+146.5%AddedHistory
NDSNNordson CorpCOM1,525$381.8K<0.1%−60−3.8%ReducedHistory
Vanguard Real Estate ETF922908553ETF4,222$381.8K<0.1%−240−5.4%Reduced–
ICEIntercontinental Exchange, Inc.Stock2,518$381.7K<0.1%−91−3.5%ReducedHistory
iShares Tr464288760US AER DEF ETF2,659$380.7K<0.1%+183+7.4%Added–
ZTSZoetis Inc.Stock2,101$378.3K<0.1%+98+4.9%AddedHistory
Timothy Plan887432284US LARGE MID CP14,968$377.4K<0.1%−2,602−14.8%Reduced–
SFMSprouts Farmers Market, Inc.COM3,765$376.1K<0.1%+37+1.0%AddedHistory
JKHYJack Henry & Associates IncStock2,171$372.4K<0.1%+3+0.1%AddedHistory
iShares Tr4642874571 3 YR TREAS BD4,509$371.3K<0.1%+1,796+66.2%Added–
WMBWilliams Companies, Inc.COM8,625$370.4K<0.1%+166+2.0%AddedHistory
ROLRollins IncCOM7,717$369.7K<0.1%+1,536+24.9%AddedHistory
CRLCharles River Laboratories International, Inc.COM1,513$369.3K<0.1%−55−3.5%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock2,039$369.3K<0.1%+55+2.8%AddedHistory
CORCencora, Inc.Stock1,543$367.2K<0.1%+182+13.4%AddedHistory
EHCEncompass Health CorpCOM3,907$363.1K<0.1%+1,487+61.4%AddedHistory
GPNGlobal Payments IncStock3,564$362.2K<0.1%+237+7.1%AddedHistory
DGDollar General CorpCOM2,984$359.3K<0.1%−628−17.4%ReducedHistory
CSXCSX CorpStock10,221$358.8K<0.1%−210−2.0%ReducedHistory
NXPINXP Semiconductors N.V.COM1,362$358.4K<0.1%+6+0.4%AddedHistory
ORealty Income CorpREIT6,241$358.4K<0.1%+1,026+19.7%AddedHistory
ENBEnbridge IncStock9,553$357.5K<0.1%+484+5.3%AddedHistory
CLXClorox CoStock2,699$356.1K<0.1%+1,550+134.9%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR33,510$353.2K<0.1%+1,392+4.3%AddedHistory
COINCoinbase Global, Inc.COM CL A1,571$352.4K<0.1%+646+69.8%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,333$351.8K<0.1%+849+175.4%AddedHistory
LRCXLam Research CorpCOM380$350.2K<0.1%+27+7.6%AddedHistory
SNPSSynopsys IncCOM625$348.9K<0.1%+14+2.3%AddedHistory
TFCTruist Financial CorpCOM7,802$348.6K<0.1%+869+12.5%AddedHistory
iShares Flexible Income Active ETF092528603ETF6,584$348.1K<0.1%+4,274+185.0%Added–
CLColgate Palmolive CoStock3,504$347.6K<0.1%+1,554+79.7%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM10,251$347.3K<0.1%+7,455+266.6%Added–
GMGeneral Motors CoCOM7,818$346.5K<0.1%+1,358+21.0%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