Skip to main content
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
Vanguard Energy ETF92204A306ETF764$99.8K<0.1%+1+0.1%Added–
ZBHZimmer Biomet Holdings, Inc.Stock895$99.7K<0.1%+20+2.3%AddedHistory
EGEverest Group, Ltd.COM252$99.0K<0.1%+10+4.1%AddedHistory
FXEInvesco CurrencyShares Euro TrustEURO SHS989$99.0K<0.1%+5+0.5%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock608$98.0K<0.1%+263+76.2%AddedHistory
TTDTrade Desk, Inc.Stock1,090$98.0K<0.1%+176+19.3%AddedHistory
FNFFidelity National Financial, Inc.COM SHS1,766$97.9K<0.1%+213+13.7%AddedHistory
GPIGroup 1 Automotive IncCOM267$97.7K<0.1%+39+17.1%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS757$97.6K<0.1%+58+8.3%AddedHistory
DNPDNP Select Income Fund IncCOM10,885$97.4K<0.1%00.0%UnchangedHistory
ATIAti IncStock1,438$97.4K<0.1%+85+6.3%AddedHistory
BIDUBaidu, Inc.ADR1,098$97.3K<0.1%+555+102.2%AddedHistory
MLIMueller Industries IncCOM1,370$97.2K<0.1%−20−1.4%ReducedHistory
TUTelus CorpCOM6,017$97.1K<0.1%−3,978−39.8%ReducedHistory
Etfis Ser Tr I26923G707VIRTUS NEWFLEET4,283$96.8K<0.1%+4,188+4,408.4%Added–
ALCAlcon IncStock1,021$96.0K<0.1%+34+3.4%AddedHistory
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$95.8K<0.1%+4,500+204.5%AddedHistory
ILMNIllumina, Inc.COM776$95.1K<0.1%+435+127.6%AddedHistory
AITApplied Industrial Technologies IncCOM435$94.9K<0.1%+130+42.6%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF1,091$94.9K<0.1%−76−6.5%Reduced–
CNCCentene CorpStock1,231$94.7K<0.1%+630+104.8%AddedHistory
CFCF Industries Holdings, Inc.COM1,235$94.4K<0.1%−59−4.6%ReducedHistory
iShares Tr46429B7470-5 YR TIPS ETF941$94.0K<0.1%−13−1.4%Reduced–
MUSAMurphy USA Inc.COM186$93.9K<0.1%+107+135.4%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$93.7K<0.1%00.0%Unchanged–
NMRNomura Holdings IncSPONSORED ADR15,066$93.3K<0.1%+1,845+14.0%AddedHistory
SLVMSylvamo CorpCOMMON STOCK1,262$93.0K<0.1%+1,121+795.0%AddedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$92.8K<0.1%+5,000NewHistory
MEOHMethanex CorpCOM1,910$92.8K<0.1%+1,626+572.5%AddedHistory
SNVSynovus Financial CorpCOM NEW1,972$92.2K<0.1%+66+3.5%AddedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,607$92.0K<0.1%+1,153+79.3%AddedHistory
LSTRLandstar System IncCOM482$91.7K<0.1%−113−19.0%ReducedHistory
VLTOVeralto CorpStock856$91.3K<0.1%+46+5.7%AddedHistory
DJTTrump Media & Technology Group Corp.Stock3,157$90.7K<0.1%−11−0.3%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$90.7K<0.1%00.0%Unchanged–
GRCGorman Rupp CoCOM2,185$90.3K<0.1%+11+0.5%AddedHistory
SOFISoFi Technologies, Inc.Stock11,938$90.0K<0.1%−1,397−10.5%ReducedHistory
CTRACoterra Energy Inc.Stock3,479$89.7K<0.1%+1,128+48.0%AddedHistory
iShares Core S&P US Value ETF464287663ETF967$89.4K<0.1%00.0%Unchanged–
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$89.3K<0.1%−900−22.1%Reduced–
UHALU-Haul Holding CoCOM1,334$89.1K<0.1%−740−35.7%ReducedHistory
LLoews CorpCOM1,112$88.9K<0.1%+36+3.3%AddedHistory
Victory Portfolios II92647N766VCSHS US 500 VOL1,077$88.8K<0.1%+216+25.1%Added–
NWSANews CorpCL A3,218$88.8K<0.1%+268+9.1%AddedHistory
MTHMeritage Homes CORPCOM437$88.7K<0.1%+11+2.6%AddedHistory
OXLCOxford Lane Capital Corp.COM16,000$88.6K<0.1%+16,000NewHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF1,742$88.6K<0.1%+51+3.0%Added–
Pacer FDS Tr69374H634AMERICAN ENERGY2,595$88.5K<0.1%+7+0.3%Added–
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,292$88.3K<0.1%00.0%Unchanged–
FCFSFirstCash Holdings, Inc.COM791$88.3K<0.1%+2+0.3%AddedHistory
ETREntergy CorpCOM759$88.0K<0.1%+178+30.6%AddedHistory
VanEck ETF Trust92189F106GOLD MINERS ETF2,320$88.0K<0.1%00.0%Unchanged–
AMAntero Midstream CorpStock6,122$87.9K<0.1%+55+0.9%AddedHistory
U.S. Global Jets ETF26922A842ETF4,586$87.4K<0.1%−400−8.0%Reduced–
DASHDoorDash, Inc.Stock786$87.0K<0.1%−5−0.6%ReducedHistory
APTVAptiv PLCSHS1,249$86.7K<0.1%−105−7.8%ReducedHistory
BF.ABrown Forman CorpCL A1,890$86.2K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM1,680$86.0K<0.1%+605+56.3%AddedHistory
THQabrdn Healthcare Opportunities FundSHS4,000$86.0K<0.1%+4,000NewHistory
SWNSouthwestern Energy CoCOM13,312$85.9K<0.1%+6,662+100.2%AddedHistory
DOCUDocuSign, Inc.Stock1,545$85.7K<0.1%+263+20.5%AddedHistory
Vanguard Industrials ETF92204A603ETF345$85.7K<0.1%00.0%Unchanged–
TTWOTake Two Interactive Software IncCOM567$85.3K<0.1%+20+3.7%AddedHistory
MRNAModerna, Inc.Stock714$85.1K<0.1%+2+0.3%AddedHistory
QSQuantumScape CorpCOM CL A13,133$84.8K<0.1%−340−2.5%ReducedHistory
iShares Core High Dividend ETF46429B663ETF738$84.8K<0.1%+6+0.8%Added–
APAAPA CorpStock2,709$84.5K<0.1%+44+1.7%AddedHistory
PTCPTC Inc.Stock475$84.5K<0.1%+11+2.4%AddedHistory
VMRKVivmark ResidentialSH BEN INT1,212$84.4K<0.1%+615+103.0%AddedHistory
Advisorshares Ranger Equity Bear ETF00768Y883CEF4,521$84.3K<0.1%00.0%Unchanged–
IDAIdacorp IncCOM860$84.1K<0.1%+44+5.4%AddedHistory
PNWPinnacle West Capital CorpCOM980$83.9K<0.1%+25+2.6%AddedHistory
ELANElanco Animal Health IncCOM6,431$83.9K<0.1%+203+3.3%AddedHistory
THCTenet Healthcare CorpCOM NEW560$83.8K<0.1%+96+20.7%AddedHistory
FSLRFirst Solar, Inc.Stock383$82.7K<0.1%+351+1,096.9%AddedHistory
NPKINPK International Inc.COM SHS10,000$82.6K<0.1%00.0%UnchangedHistory
ESIElement Solutions IncCOM3,056$82.4K<0.1%+864+39.4%AddedHistory
FTVFortive CorpStock1,143$82.1K<0.1%+38+3.4%AddedHistory
CPBCAMPBELL'S CoCOM1,747$81.9K<0.1%+1,437+463.5%AddedHistory
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$81.8K<0.1%+2,500NewHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$81.6K<0.1%00.0%Unchanged–
LCIILci IndustriesCOM699$81.6K<0.1%−11−1.5%ReducedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,514$81.4K<0.1%+150+11.0%AddedHistory
AGNCAGNC Investment Corp.REIT8,116$81.2K<0.1%+6,243+333.3%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW1,795$81.0K<0.1%+83+4.8%AddedHistory
HASHasbro, Inc.COM1,256$81.0K<0.1%+196+18.5%AddedHistory
MBLYMobileye Global Inc.Stock3,819$80.2K<0.1%+3,478+1,019.9%AddedHistory
AXONAxon Enterprise, Inc.COM267$80.1K<0.1%+6+2.3%AddedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX759$79.6K<0.1%00.0%Unchanged–
WYWeyerhaeuser CoCOM NEW2,502$79.5K<0.1%+603+31.8%AddedHistory
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF1,655$79.3K<0.1%+536+47.9%Added–
TEAMAtlassian CorpCL A449$79.3K<0.1%+38+9.2%AddedHistory
TOSTToast, Inc.Stock3,028$79.2K<0.1%+2,259+293.8%AddedHistory
PSAPublic StorageCOM267$79.2K<0.1%+147+122.5%AddedHistory
RBB FD Inc74933W452F/M US TREASURY1,583$79.2K<0.1%+519+48.8%Added–
KDPKeurig Dr Pepper Inc.COM2,307$79.1K<0.1%+940+68.8%AddedHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW3,290$79.0K<0.1%+350+11.9%AddedHistory
GILGildan Activewear Inc.Stock1,938$78.8K<0.1%+45+2.4%AddedHistory
VNOVornado Realty TrustSH BEN INT2,624$78.7K<0.1%−62−2.3%ReducedHistory
BTGB2GOLD CorpCOM26,092$78.3K<0.1%+2,177+9.1%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