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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
ATRAAtara Biotherapeutics, Inc.COM35$285<0.1%00.0%UnchangedHistory
TPGTPG Inc.COM CL A5$288<0.1%+5NewHistory
BLUEbluebird bio, Inc.COM555$288<0.1%00.0%UnchangedHistory
RILYBRC Group Holdings, Inc.COM55$289<0.1%+24+77.4%AddedHistory
TNETTrinet Group, Inc.COM3$291<0.1%−6−66.7%ReducedHistory
KYNBKyntra Bio, Inc.COM734$293<0.1%00.0%UnchangedHistory
ARVNArvinas, Inc.COM12$296<0.1%+12NewHistory
STCStewart Information Services CorpCOM4$299<0.1%00.0%UnchangedHistory
AMTBAmerant Bancorp Inc.CL A14$299<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM10$304<0.1%00.0%UnchangedHistory
LBRDALiberty Broadband CorpCOM SER A4$307<0.1%+4NewHistory
ALLKAllakos Inc.COM477$312<0.1%00.0%UnchangedHistory
RDFNRedfin CorpCOM25$314<0.1%00.0%UnchangedHistory
SDGRSchrodinger, Inc.COM17$315<0.1%+15+750.0%AddedHistory
LESLLeslie's, Inc.COM100$316<0.1%−527−84.1%ReducedHistory
AMTXAemetis, IncCOM NEW143$329<0.1%00.0%UnchangedHistory
WOLFWolfspeed, Inc.Stock35$340<0.1%00.0%UnchangedHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW19$345<0.1%−60−75.9%ReducedHistory
ESTAEstablishment Labs Holdings Inc.COM8$346<0.1%+8NewHistory
NCNOnCino, Inc.COM11$347<0.1%00.0%UnchangedHistory
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%−24−46.2%ReducedHistory
BRZEBraze, Inc.Stock11$356<0.1%+11NewHistory
DKDelek US Holdings, Inc.COM19$356<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT9$360<0.1%−55−85.9%Reduced–
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$374<0.1%00.0%Unchanged–
SBDSSolo Brands, Inc.COM CL A266$375<0.1%00.0%UnchangedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%Unchanged–
NVAXNovavax IncCOM NEW30$379<0.1%−32−51.6%ReducedHistory
PHRPhreesia, Inc.COM17$387<0.1%00.0%UnchangedHistory
ADTADT Inc.COM54$390<0.1%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM14$399<0.1%00.0%UnchangedHistory
iShares Tr46434V696CORE MSCI PAC6$400<0.1%00.0%Unchanged–
PDPagerDuty, Inc.COM22$408<0.1%00.0%UnchangedHistory
PRMEPrime Medicine, Inc.COM106$410<0.1%00.0%UnchangedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%−250−82.0%ReducedHistory
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$413<0.1%00.0%Unchanged–
PIIPolaris Inc.Stock5$416<0.1%+5NewHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC9$424<0.1%00.0%Unchanged–
BASECouchbase, Inc.COM27$435<0.1%+27NewHistory
REIRing Energy, Inc.COM273$437<0.1%00.0%UnchangedHistory
BKEBuckle IncCOM10$440<0.1%+10NewHistory
IDYAIDEAYA Biosciences, Inc.COM14$444<0.1%00.0%UnchangedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS27$445<0.1%00.0%UnchangedHistory
LPROOpen Lending CorpCOM73$447<0.1%00.0%UnchangedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS20$453<0.1%+20NewHistory
RCMR1 RCM Inc.COM32$453<0.1%00.0%UnchangedHistory
NGNovagold Resources IncCOM NEW111$455<0.1%00.0%UnchangedHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$462<0.1%00.0%UnchangedHistory
Townebank Portsmouth Va89214P109COM14$463<0.1%00.0%Unchanged–
GTLBGitlab Inc.CLASS A COM9$464<0.1%−209−95.9%ReducedHistory
LEGHLegacy Housing CorpCOM17$465<0.1%00.0%UnchangedHistory
NVEENV5 Global, Inc.COM5$467<0.1%00.0%UnchangedHistory
IRBTiRobot CorpCOM54$469<0.1%00.0%UnchangedHistory
LINELineage, Inc.COM6$470<0.1%+6NewHistory
WKWorkiva IncCOM CL A6$475<0.1%00.0%UnchangedHistory
TENBTenable Holdings, Inc.COM12$486<0.1%+12NewHistory
VITLVital Farms, Inc.COM14$491<0.1%00.0%UnchangedHistory
BOOMDMC Global Inc.COM38$493<0.1%00.0%UnchangedHistory
iShares Tr46429B507MSCI IRELAND ETF7$493<0.1%00.0%Unchanged–
GGALGrupo Financiero Galicia SASPONSORED ADR12$505<0.1%00.0%UnchangedHistory
HGVHilton Grand Vacations Inc.COM14$508<0.1%00.0%UnchangedHistory
BYNDBeyond Meat, Inc.COM75$509<0.1%00.0%UnchangedHistory
HWKNHawkins IncCOM4$510<0.1%+4NewHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%Unchanged–
FLLFull House Resorts IncCOM102$512<0.1%00.0%UnchangedHistory
IVRInvesco Mortgage Capital Inc.COM55$516<0.1%00.0%UnchangedHistory
KBRKBR, Inc.COM8$521<0.1%+8NewHistory
CRDOCredo Technology Group Holding LtdStock17$524<0.1%−33−66.0%ReducedHistory
BLDPBallard Power Systems Inc.COM292$526<0.1%+292NewHistory
AVDXAvidXchange Holdings, Inc.COM65$527<0.1%00.0%UnchangedHistory
RPTRithm Property Trust Inc.COM159$529<0.1%00.0%UnchangedHistory
CWANClearwater Analytics Holdings, Inc.CL A21$530<0.1%+21NewHistory
OPIOffice Properties Income TrustCOM SHS BEN INT244$532<0.1%00.0%UnchangedHistory
Curevac N VN2451R105COM181$532<0.1%+164+964.7%Added–
RUMRUM Group Inc.Stock100$536<0.1%00.0%UnchangedHistory
RHPRyman Hospitality Properties, Inc.COM5$536<0.1%+5NewHistory
PGNYProgyny, Inc.COM32$536<0.1%−27−45.8%ReducedHistory
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$536<0.1%00.0%Unchanged–
NFENew Fortress Energy Inc.COM CL A59$536<0.1%00.0%UnchangedHistory
RKTRocket Companies, Inc.Stock28$537<0.1%00.0%UnchangedHistory
QUREuniQure N.V.SHS109$537<0.1%00.0%UnchangedHistory
RDUSRadius Recycling, Inc.CL A29$538<0.1%+29NewHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF10$540<0.1%00.0%Unchanged–
FOXFFox Factory Holding CorpCOM13$540<0.1%−54−80.6%ReducedHistory
KMTKennametal IncCOM21$545<0.1%−9−30.0%ReducedHistory
CGCCanopy Growth CorpCOM NEW113$545<0.1%00.0%UnchangedHistory
PRVAPrivia Health Group, Inc.COM30$546<0.1%00.0%UnchangedHistory
ARRArmour Residential REIT, Inc.COM SHS27$551<0.1%00.0%UnchangedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR21$555<0.1%+21NewHistory
FAFirst Advantage CorpCOM28$556<0.1%00.0%UnchangedHistory
MBIMbia IncCOM157$560<0.1%00.0%UnchangedHistory
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%00.0%UnchangedHistory
VECOVeeco Instruments IncCOM17$563<0.1%+6+54.5%AddedHistory
KYMRKymera Therapeutics, Inc.COM12$568<0.1%+12NewHistory
BHMBluerock Homes Trust, Inc.COM CL A38$568<0.1%00.0%UnchangedHistory
FRHCFreedom Holding Corp.COM6$569<0.1%00.0%UnchangedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW76$571<0.1%00.0%UnchangedHistory
BCABBioAtla, Inc.COM329$579<0.1%00.0%UnchangedHistory
PRIMPrimoris Services CorpStock10$581<0.1%+10NewHistory
CORZCore Scientific, Inc.COM49$581<0.1%00.0%UnchangedHistory

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