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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q3 2024

Holdings as of Sep 30, 2024, filed Nov 8, 2024. Long positions only; changes compare share counts with Q2 2024.

Institution overview
Positions
3,038
−29 vs. Q2 2024
Portfolio value
$1.58B
+$73.6M (+4.9%) vs. Q2 2024
Filed
Nov 8, 2024
SEC
Holdings of EverSource Wealth Advisors, LLC in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
DINOHF Sinclair CorpCOM607$27.1K<0.1%−546−47.4%ReducedHistory
SLVMSylvamo CorpCOMMON STOCK316$27.1K<0.1%−946−75.0%ReducedHistory
Invesco Exchange Traded FD T46137Y500ZACKS MULT AST1,040$27.2K<0.1%00.0%Unchanged–
RVTRoyce Small-Cap Trust, Inc.COM1,750$27.5K<0.1%+1,750NewHistory
FTREFortrea Holdings Inc.COMMON STOCK1,375$27.5K<0.1%−45−3.2%ReducedHistory
Global X FDS37954Y657US PFD ETF1,324$27.5K<0.1%+13+1.0%Added–
SYFSynchrony FinancialCOM553$27.6K<0.1%−40−6.7%ReducedHistory
WALWestern Alliance BancorporationCOM321$27.8K<0.1%−559−63.5%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock190$27.8K<0.1%+56+41.8%AddedHistory
Tidal Trust I886364645SONICSHARES GBL783$27.8K<0.1%00.0%Unchanged–
TAPMolson Coors Beverage CoCL B484$27.8K<0.1%+9+1.9%AddedHistory
ACGLArch Capital Group Ltd.Stock249$27.9K<0.1%+31+14.2%AddedHistory
ABCBAmeris BancorpCOM447$27.9K<0.1%+91+25.6%AddedHistory
XPOXPO, Inc.COM260$28.0K<0.1%+15+6.1%AddedHistory
DPZDominos Pizza IncCOM65$28.0K<0.1%+8+14.0%AddedHistory
Schwab International Small-Cap Equity ETF808524888ETF729$28.1K<0.1%00.0%Unchanged–
ITRIItron, Inc.COM263$28.1K<0.1%−5−1.9%ReducedHistory
SSLSasol LtdSPONSORED ADR4,157$28.1K<0.1%−206−4.7%ReducedHistory
IVZInvesco Ltd.Stock1,601$28.1K<0.1%−709−30.7%ReducedHistory
FCNFti Consulting, IncCOM124$28.2K<0.1%+75+153.1%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF340$28.2K<0.1%00.0%Unchanged–
IEPIcahn Enterprises L.P.DEPOSITARY UNIT2,088$28.2K<0.1%00.0%UnchangedHistory
CROXCrocs, Inc.COM195$28.2K<0.1%+16+8.9%AddedHistory
EQTEQT CorpStock771$28.3K<0.1%−701−47.6%ReducedHistory
BROBrown & Brown, Inc.Stock273$28.3K<0.1%+61+28.8%AddedHistory
RDYDr Reddys Laboratories LtdADR356$28.3K<0.1%−18−4.8%ReducedHistory
XYZBlock, Inc.CL A422$28.3K<0.1%−139−24.8%ReducedHistory
FLEXFlex Ltd.Stock849$28.4K<0.1%+1+0.1%AddedHistory
HOPEHope Bancorp IncCOM2,266$28.5K<0.1%00.0%UnchangedHistory
SCIService Corp InternationalCOM361$28.5K<0.1%+40+12.5%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF343$28.5K<0.1%00.0%Unchanged–
RUNSunrun Inc.COM1,579$28.5K<0.1%−150−8.7%ReducedHistory
DOXAmdocs LtdSHS326$28.5K<0.1%+41+14.4%AddedHistory
FNVFranco Nevada CorpStock230$28.6K<0.1%+32+16.2%AddedHistory
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS647$28.6K<0.1%+220+51.5%AddedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ477$28.6K<0.1%−4−0.8%Reduced–
PAAPlains All American Pipeline LPUNIT LTD PARTN1,650$28.7K<0.1%00.0%UnchangedHistory
ETF Ser Solutions26922A321DISTILLATE US506$28.7K<0.1%+506New–
JPMorgan Ultra-Short Income ETF46641Q837ETF566$28.7K<0.1%+1+0.2%Added–
KFYKorn FerryCOM NEW383$28.8K<0.1%−5−1.3%ReducedHistory
CVSACovista Inc.COM383$28.9K<0.1%00.0%UnchangedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,302$29.1K<0.1%+40+1.8%AddedHistory
GLGlobe Life Inc.COM275$29.1K<0.1%+50+22.2%AddedHistory
SMBKSmartfinancial Inc.COM NEW1,000$29.1K<0.1%00.0%UnchangedHistory
WATWaters CorpCOM81$29.2K<0.1%+10+14.1%AddedHistory
AAONAaon, Inc.COM PAR $0.004272$29.3K<0.1%+21+8.4%AddedHistory
WSTWest Pharmaceutical Services IncCOM98$29.4K<0.1%−145−59.7%ReducedHistory
RIVNRivian Automotive, Inc.Stock2,622$29.4K<0.1%−108−4.0%ReducedHistory
PODDInsulet CorpStock127$29.6K<0.1%−96−43.0%ReducedHistory
AKAMAkamai Technologies IncCOM293$29.6K<0.1%+55+23.1%AddedHistory
JNPRJuniper Networks IncCOM760$29.6K<0.1%+196+34.8%AddedHistory
STEPStepStone Group Inc.COM CL A522$29.7K<0.1%+10+2.0%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.7K<0.1%00.0%Unchanged–
MLKNMillerknoll, Inc.COM1,201$29.7K<0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock286$29.8K<0.1%+79+38.2%AddedHistory
MYDBlackRock Muniyield Fund, Inc.COM2,609$29.8K<0.1%00.0%UnchangedHistory
SNAPSnap IncStock2,792$29.9K<0.1%+141+5.3%AddedHistory
MDUMdu Resources Group IncStock1,090$29.9K<0.1%+955+707.4%AddedHistory
NOVNOV Inc.COM1,873$29.9K<0.1%+135+7.8%AddedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$29.9K<0.1%−419−29.8%Reduced–
BMIBadger Meter IncCOM138$30.1K<0.1%00.0%UnchangedHistory
HBMHudbay Minerals Inc.COM3,283$30.2K<0.1%+152+4.9%AddedHistory
DNBDun & Bradstreet Holdings, Inc.COM2,654$30.5K<0.1%+121+4.8%AddedHistory
CADECadence BancorporationEQUITY US CM961$30.6K<0.1%−198−17.1%ReducedHistory
JDJD.com, Inc.SPON ADS CL A766$30.6K<0.1%+50+7.0%AddedHistory
CARAvis Budget Group, Inc.COM350$30.7K<0.1%00.0%UnchangedHistory
MLRMiller Industries IncCOM NEW503$30.7K<0.1%−39−7.2%ReducedHistory
AXSAxis Capital Holdings LtdSHS386$30.7K<0.1%−347−47.3%ReducedHistory
EVRGEvergy, Inc.Stock497$30.8K<0.1%−162−24.6%ReducedHistory
XPXP Inc.CL A1,723$30.9K<0.1%−806−31.9%ReducedHistory
CRTOCriteo S.A.SPONS ADS769$30.9K<0.1%−625−44.8%ReducedHistory
QRVOQorvo, Inc.Stock303$31.3K<0.1%+46+17.9%AddedHistory
UNMUnum GroupStock529$31.4K<0.1%−74−12.3%ReducedHistory
OKTAOkta, Inc.CL A424$31.5K<0.1%−1,671−79.8%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM623$31.6K<0.1%−172−21.6%ReducedHistory
NTESNetEase, Inc.SPONSORED ADS338$31.6K<0.1%−19−5.3%ReducedHistory
MNDYmonday.com Ltd.SHS114$31.7K<0.1%+7+6.5%AddedHistory
TACTransalta CorpCOM3,067$31.8K<0.1%+465+17.9%AddedHistory
SJMJ M SMUCKER CoStock264$32.0K<0.1%−10−3.6%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR215$32.1K<0.1%+1+0.5%AddedHistory
ELMEElme CommunitiesSH BEN INT1,832$32.2K<0.1%00.0%UnchangedHistory
INCYIncyte CorpCOM488$32.3K<0.1%−241−33.1%ReducedHistory
SOLVSolventum CorpStock464$32.3K<0.1%+58+14.3%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR718$32.4K<0.1%−15−2.0%ReducedConverted for a 5-for-2 splitHistory
CHWCalamos Global Dynamic Income FundCOM4,523$32.4K<0.1%+29+0.6%AddedHistory
AGRAvangrid, Inc.COM910$32.6K<0.1%+248+37.5%AddedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B782$32.6K<0.1%+251+47.3%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD735$32.7K<0.1%−175−19.2%ReducedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$32.9K<0.1%00.0%Unchanged–
AEMAgnico Eagle Mines LtdStock408$32.9K<0.1%+32+8.5%AddedHistory
XYLXylem Inc.COM244$32.9K<0.1%+30+14.0%AddedHistory
UTHRUnited Therapeutics CorpCOM92$33.0K<0.1%−35−27.6%ReducedHistory
MGMMGM Resorts InternationalStock845$33.0K<0.1%−54−6.0%ReducedHistory
RHIRobert Half Inc.COM490$33.0K<0.1%−344−41.2%ReducedHistory
EATBrinker International, IncStock438$33.5K<0.1%00.0%UnchangedHistory
TXTernium S.A.SPONSORED ADS909$33.6K<0.1%−760−45.5%ReducedHistory
INGRIngredion IncCOM244$33.6K<0.1%−64−20.8%ReducedHistory
JBHTHunt J B Transport Services IncCOM195$33.6K<0.1%+2+1.0%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF565$33.7K<0.1%00.0%Unchanged–
iShares Tr464288505MRGSTR SM CP ETF574$33.7K<0.1%00.0%Unchanged–

Sold out since Q2 2024 (136)

Positions held at the end of Q2 2024 that are gone from this filing.

The largest 100 of 136 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
BLKBlackRock, Inc.COM482$422.4K<0.1%History
LRCXLam Research CorpCOM380$350.2K<0.1%History
SMCISuper Micro Computer, Inc.COM352$247.0K<0.1%History
NPKINPK International Inc.COM SHS10,000$82.6K<0.1%History
Vanguard Morningstar Large-Cap ETF922908637ETF232$58.5K<0.1%–
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X1,000$48.2K<0.1%–
First Tr Exchange Traded FD33738R605DORSEY WRT 5 ETF690$39.3K<0.1%–
Pacer Lunt Large Cap Multi-Factor Alternator ETF69374H816ETF796$38.6K<0.1%–
First Tr Exchange Traded FD33741X102SMID RISNG ETF1,042$38.2K<0.1%–
Cullman Bancorp Inc Com230150104Stock4,261$38.1K<0.1%–
JMSBJohn Marshall Bancorp, Inc.COM1,800$34.8K<0.1%History
Vanguard Wellington FD921935409US MINIMUM284$33.5K<0.1%–
Fidelity MSCI Information Technology Index ETF316092808ETF191$32.3K<0.1%–
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF365$31.8K<0.1%–
T Rowe Price Exchange-Traded87283Q867CAP APPRECIATION895$28.7K<0.1%–
Fidelity Covington Trust316092873MSCI COMMNTN SVC461$23.8K<0.1%–
First Tr Exchange-Traded FD336917109SHS579$23.5K<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF322$22.8K<0.1%–
iShares Tr46434V274INTL EQTY FACTOR745$22.4K<0.1%–
iShares Tr464287580US CONSUM DISCRE263$21.6K<0.1%–
SPDR Index Shs FDS78463X202ST STR EU 50 ETF420$21.1K<0.1%–
Fidelity MSCI Financials Index ETF316092501ETF262$16.2K<0.1%–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF196$15.0K<0.1%–
Invesco Exchange Traded FD T46137V597RAFI US 1500309$12.9K<0.1%–
Liberty Media Corp531229789Stock569$12.8K<0.1%–
J P Morgan Exchange Traded F46641Q266ACTIVEBLDRS EMER303$11.6K<0.1%–
DANDANA IncCOM910$11.6K<0.1%History
Fidelity Covington Trust316092709MSCI INDL INDX167$11.5K<0.1%–
VPGVishay Precision Group, Inc.COM330$11.3K<0.1%History
SIRISirius XM Holdings Inc.COM3,232$11.2K<0.1%History
American Centy ETF Tr025072349US LARGE CAP VLU159$10.2K<0.1%–
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,632$10.1K<0.1%History
Fidelity Covington Trust316092303CONSMR STAPLES202$9.77K<0.1%–
iShares Inc46434G822MSCI JAPAN ETF131$9.30K<0.1%–
Invesco Exchange Traded FD T46137V290S&P500 EQL REL259$9.02K<0.1%–
Invesco Exch Traded FD Tr II46138G508SR LN ETF421$8.84K<0.1%–
KEKimball Electronics, Inc.Stock355$8.41K<0.1%History
DCHDauch CorpCOM1,132$8.41K<0.1%History
RNSTRenasant CorpCOM244$8.39K<0.1%History
Fidelity Covington Trust316092204MSCI CONSM DIS96$8.02K<0.1%–
TKTeekay Corp LtdCOM865$7.50K<0.1%History
HAHawaiian Holdings IncCOM584$7.47K<0.1%History
SPDR Series Trust78464A805ST STR PR SP1500107$7.22K<0.1%–
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF125$6.98K<0.1%–
Schwab U.S. Large-Cap Value ETF808524409ETF78$6.02K<0.1%–
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF212$5.42K<0.1%–
Calliditas Therapeutics AB13124Q106SPONSERED ADS125$4.81K<0.1%–
Liberty Media Corp531229813Stock205$4.64K<0.1%–
Global X Lithium & Battery Tech ETF37954Y855ETF118$4.62K<0.1%–
First Tr Exchange-Traded FD337344105NASDAQ-100 SEL37$4.55K<0.1%–
EYENational Vision Holdings, Inc.COM301$4.35K<0.1%History
OOMAOoma IncCOM386$4.01K<0.1%History
FNAParagon 28, Inc.COM511$3.98K<0.1%History
CERECerevel Therapeutics Holdings, Inc.COM79$3.55K<0.1%History
SLCAU.S. Silica Holdings, Inc.COM227$3.52K<0.1%History
SPDR Index Shs FDS78463X509ST PORT MARK ETF84$3.20K<0.1%–
SSPE.W. Scripps CoCL A NEW821$3.09K<0.1%History
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW46$2.75K<0.1%–
CHGGChegg, IncCOM790$2.69K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM197$2.58K<0.1%History
KODKEastman Kodak CoCOM NEW406$2.36K<0.1%History
STAAStaar Surgical CoCOM PAR $0.0157$2.35K<0.1%History
Invesco Exch TRD SLF Idx FD46138J635INVSCO BLSH 26101$2.35K<0.1%–
PLLPiedmont Lithium Inc.Stock234$2.35K<0.1%History
SILKSilk Road Medical IncCOM85$2.30K<0.1%History
NAPADuckhorn Portfolio, Inc.COM308$2.24K<0.1%History
TRIPTripAdvisor, Inc.COM121$2.13K<0.1%History
VREXVarex Imaging CorpCOM124$1.83K<0.1%History
SMRTSmartRent, Inc.COM CL A992$1.82K<0.1%History
FROGJFrog LtdStock47$1.81K<0.1%History
TNKTeekay Tankers Ltd.CL A27$1.77K<0.1%History
First Tr Exchng Traded FD VI33740U737FT VEST US EQT48$1.71K<0.1%–
ZGZillow Group, Inc.CL A36$1.71K<0.1%History
RGPResources Connection, Inc.COM134$1.60K<0.1%History
Advisorshares Tr00768Y453PURE US CANN ETF199$1.50K<0.1%–
HIMSHims & Hers Health, Inc.Stock65$1.38K<0.1%History
NOANorth American Construction Group Ltd.COM68$1.36K<0.1%History
BCOVBrightcove IncCOM538$1.28K<0.1%History
GTLSChart Industries IncCOM7$1.13K<0.1%History
ATSATS CorpCOM36$1.08K<0.1%History
CTKBCytek Biosciences, Inc.COM158$1.06K<0.1%History
MXLMaxlinear, IncCOM72$1.02K<0.1%History
iShares Tr46432F859CORE 1 5 YR USD21$1.01K<0.1%–
SEERSeer, Inc.COM CL A492$974<0.1%History
AIFUAIFU Inc.SPONSORED ADR575$903<0.1%History
SPDR Index Shs FDS78463X871ST INTL CAP ETF27$892<0.1%–
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT18$877<0.1%–
OMOutset Medical, Inc.COM240$852<0.1%History
FNGRFingerMotion, Inc.COM390$827<0.1%History
UPWKUpwork, IncCOM66$800<0.1%History
BCLIBrainstorm Cell Therapeutics Inc.COM NEW2,128$728<0.1%History
RIOTRiot Platforms, Inc.COM71$724<0.1%History
MEHCQChrome Holding Co.CLASS A COM1,773$709<0.1%History
VanEck Vectors ETF Tr92189H839SOCIAL SENTIMENT33$702<0.1%–
OTTROtter Tail CorpCOM7$678<0.1%History
CODICompass Diversified HoldingsSH BEN INT28$674<0.1%History
VINPVinci Compass Investments Ltd.COM CL A56$632<0.1%History
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF29$588<0.1%–
MNKDMannkind CorpCOM NEW100$576<0.1%History
NXHNeighborhood Intelligence, Inc.COM49$554<0.1%History