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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
MMYTMakeMyTrip LtdStock803$74.6K<0.1%+32+4.2%AddedHistory
BNYBank of New York Mellon CorpStock1,036$74.4K<0.1%+11+1.1%AddedHistory
American Centy ETF Tr025072232AVANTIS ALL EQT1,003$74.1K<0.1%+244+32.1%Added–
MKLMarkel Group Inc.COM47$73.7K<0.1%−16−25.4%ReducedHistory
BALLBALL CorpCOM1,084$73.6K<0.1%+25+2.4%AddedHistory
LUVSouthwest Airlines CoCOM2,484$73.6K<0.1%−3−0.1%ReducedHistory
EIXEdison InternationalStock843$73.4K<0.1%+27+3.3%AddedHistory
PCARPaccar IncCOM743$73.3K<0.1%+15+2.1%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE1,043$72.7K<0.1%+83+8.6%AddedHistory
CMCanadian Imperial Bank of CommerceCOM1,184$72.6K<0.1%−58−4.7%ReducedHistory
CMAComerica IncCOM1,207$72.3K<0.1%00.0%UnchangedHistory
MVTBlackRock Munivest Fund II, Inc.COM6,333$72.1K<0.1%00.0%UnchangedHistory
FMXMexican Economic Development IncSPON ADR UNITS728$71.9K<0.1%−496−40.5%ReducedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS7,453$71.6K<0.1%+1,500+25.2%AddedHistory
OGNOrganon & Co.Stock3,738$71.5K<0.1%−1,466−28.2%ReducedHistory
GGGGraco IncCOM810$70.9K<0.1%−821−50.3%ReducedHistory
BURLBurlington Stores, Inc.COM268$70.6K<0.1%+182+211.6%AddedHistory
FDUSFidus Investment CorpCOM3,596$70.5K<0.1%00.0%UnchangedHistory
IXOrix CorpSPONSORED ADR607$70.4K<0.1%+99+19.5%AddedHistory
HBANHuntington Bancshares IncCOM4,790$70.4K<0.1%+1,472+44.4%AddedHistory
SAICScience Applications International CorpCOM504$70.2K<0.1%+418+486.0%AddedHistory
OBDCBlue Owl Capital CorpCOM4,814$70.1K<0.1%+642+15.4%AddedHistory
NTRNutrien Ltd.COM1,456$70.0K<0.1%−224−13.3%ReducedHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW2,984$69.8K<0.1%−306−9.3%ReducedHistory
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,465$69.6K<0.1%−20−1.3%Reduced–
CRSPCRISPR Therapeutics AGNAMEN AKT1,480$69.5K<0.1%−1,092−42.5%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN2,500$69.0K<0.1%+500+25.0%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$68.9K<0.1%00.0%UnchangedHistory
Vanguard Communication Services ETF92204A884ETF473$68.8K<0.1%00.0%Unchanged–
Global X FDS37954Y483NASDAQ 100 COVER3,809$68.7K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q159INCOME ETF1,479$68.6K<0.1%+9+0.6%Added–
SPTNSpartanNash CoCOM3,034$68.0K<0.1%+117+4.0%AddedHistory
CHKPCheck Point Software Technologies LtdORD351$67.7K<0.1%−243−40.9%ReducedHistory
EWEdwards Lifesciences CorpStock1,022$67.4K<0.1%+90+9.7%AddedHistory
OMCOmnicom Group Inc.COM652$67.4K<0.1%+64+10.9%AddedHistory
BDNBrandywine Realty TrustSH BEN INT NEW12,308$67.0K<0.1%00.0%UnchangedHistory
INGING Groep NVSPONSORED ADR3,677$66.8K<0.1%−1,881−33.8%ReducedHistory
PBAPembina Pipeline CorpCOM1,618$66.7K<0.1%−50−3.0%ReducedHistory
PSAPublic StorageCOM183$66.5K<0.1%−84−31.5%ReducedHistory
TDToronto Dominion BankStock1,051$66.5K<0.1%+136+14.9%AddedHistory
iShares Tr46434V803HDG MSCI EAFE1,877$66.5K<0.1%−6,454−77.5%Reduced–
First Tr Exchange-Traded FD33734H106SHS1,460$66.4K<0.1%00.0%Unchanged–
MNSTMonster Beverage CorpCOM1,268$66.2K<0.1%+66+5.5%AddedHistory
PSOPearson PLCSPONSORED ADR4,870$66.1K<0.1%+353+7.8%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$66.1K<0.1%00.0%Unchanged–
CBTCabot CorpCOM589$65.9K<0.1%+114+24.0%AddedHistory
ELANElanco Animal Health IncCOM4,478$65.8K<0.1%−1,953−30.4%ReducedHistory
GHCGraham Holdings CoCOM CL B80$65.7K<0.1%−51−38.9%ReducedHistory
Fidelity Covington Trust31609A107ENHANCED LARGE2,123$65.7K<0.1%−3,801−64.2%Reduced–
LBRDKLiberty Broadband CorpCOM SER C850$65.7K<0.1%+756+804.3%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR8,455$65.6K<0.1%+1,310+18.3%AddedHistory
ProShares Tr74347R107PSHS ULT S&P 500727$65.6K<0.1%+706+3,361.9%Added–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$65.1K<0.1%00.0%UnchangedHistory
iShares Select Dividend ETF464287168ETF482$65.1K<0.1%00.0%Unchanged–
iShares Semiconductor ETF464287523ETF282$65.0K<0.1%+144+104.3%Added–
BRKRBruker CorpCOM940$64.9K<0.1%+169+21.9%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF686$64.9K<0.1%−1,535−69.1%Reduced–
XFLTXAI Floating Rate & Alternative Income TrustCOM9,500$64.8K<0.1%+1,000+11.8%AddedHistory
APAAPA CorpStock2,647$64.7K<0.1%−62−2.3%ReducedHistory
iShares Inc46434G889EMNG MKTS EQT1,300$64.7K<0.1%00.0%Unchanged–
AESAES CorpStock3,215$64.5K<0.1%+71+2.3%AddedHistory
Invesco Exch Traded FD Tr II46138G656S&P ULTRA DIVIDE1,290$64.4K<0.1%00.0%Unchanged–
GGenpact LTDSHS1,636$64.1K<0.1%+518+46.3%AddedHistory
ECCEagle Point Credit CoCOM6,500$64.1K<0.1%+500+8.3%AddedHistory
NOMDNomad Foods LtdUSD ORD SHS3,362$64.1K<0.1%+1,700+102.3%AddedHistory
USALiberty All Star Equity FundSH BEN INT9,000$63.9K<0.1%00.0%UnchangedHistory
BBYBest Buy Co IncStock618$63.9K<0.1%+80+14.9%AddedHistory
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$63.8K<0.1%+900+25.7%AddedHistory
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS4,500$63.5K<0.1%+4,500NewHistory
MAAMid America Apartment Communities Inc.COM397$63.1K<0.1%+6+1.5%AddedHistory
JOEST JOE CoCOM1,077$62.8K<0.1%−24−2.2%ReducedHistory
LYVLive Nation Entertainment, Inc.COM573$62.7K<0.1%+18+3.2%AddedHistory
AQNAlgonquin Power & Utilities Corp.COM11,501$62.7K<0.1%−17,203−59.9%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW545$62.7K<0.1%00.0%UnchangedHistory
BRSPBrightSpire Capital, Inc.COM CL A11,180$62.6K<0.1%+915+8.9%AddedHistory
LYGLloyds Banking Group plcSPONSORED ADR19,988$62.4K<0.1%+2,439+13.9%AddedHistory
NYTNew York Times CoCL A1,117$62.2K<0.1%−1,206−51.9%ReducedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF1,021$62.1K<0.1%−293−22.3%Reduced–
SNXTD Synnex CorpCOM515$61.9K<0.1%+35+7.3%AddedHistory
MZTIMarzetti CoCOM350$61.8K<0.1%−422−54.7%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF546$61.6K<0.1%+58+11.9%Added–
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN536$61.6K<0.1%00.0%Unchanged–
CVNACarvana Co.CL A352$61.3K<0.1%+29+9.0%AddedHistory
TALTAL Education GroupSPONSORED ADS5,136$60.8K<0.1%+619+13.7%AddedHistory
PNWPinnacle West Capital CorpCOM681$60.4K<0.1%−299−30.5%ReducedHistory
NLOPNet Lease Office PropertiesCOM1,969$60.3K<0.1%−4,850−71.1%ReducedHistory
EXELExelixis, Inc.COM2,322$60.3K<0.1%+95+4.3%AddedHistory
VALEVale S.A.SPONSORED ADS5,158$60.2K<0.1%−217−4.0%ReducedHistory
SLRCSLR Investment Corp.COM4,000$60.2K<0.1%+1,000+33.3%AddedHistory
Pacer FDS Tr69374H659CASH COWS ETF1,503$60.2K<0.1%+50+3.4%Added–
WPPWPP plcADR1,176$60.2K<0.1%−184−13.5%ReducedHistory
iShares Tr46435U853BROAD USD HIGH1,591$59.9K<0.1%−111−6.5%Reduced–
CBRECbre Group, Inc.CL A479$59.6K<0.1%+17+3.7%AddedHistory
SWKStanley Black & Decker, Inc.COM541$59.5K<0.1%+13+2.5%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,023$59.5K<0.1%00.0%Unchanged–
PFGPrincipal Financial Group IncCOM689$59.2K<0.1%−241−25.9%ReducedHistory
CSWCCapital Southwest CorpCOM2,340$59.2K<0.1%+90+4.0%AddedHistory
iShares Tr464287549EXPND TEC SC ETF616$59.1K<0.1%+188+43.9%Added–
CLFCleveland-Cliffs Inc.COM4,617$59.0K<0.1%+9+0.2%AddedHistory
OHIOmega Healthcare Investors IncCOM1,447$58.9K<0.1%+29+2.0%AddedHistory

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