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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
LNTHLantheus Holdings, Inc.Stock333$36.5K<0.1%−8−2.3%ReducedHistory
Dimensional ETF Trust25434V666US LARG VALU ETF1,185$36.5K<0.1%00.0%Unchanged–
Pacer FDS Tr69374H402US EXPORT LEAD720$36.3K<0.1%+720New–
MFGMizuho Financial Group IncSPONSORED ADR8,639$36.1K<0.1%+693+8.7%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY1,209$35.9K<0.1%−388−24.3%ReducedHistory
WIXWix.com Ltd.SHS215$35.9K<0.1%+5+2.4%AddedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF665$35.9K<0.1%00.0%Unchanged–
NTLAIntellia Therapeutics, Inc.COM1,747$35.9K<0.1%−6−0.3%ReducedHistory
CBOECboe Global Markets, Inc.COM175$35.9K<0.1%+7+4.2%AddedHistory
VTRSViatris IncStock3,086$35.8K<0.1%+381+14.1%AddedHistory
LBTYALiberty Global Ltd.COM CL A1,693$35.7K<0.1%+148+9.6%AddedHistory
HWCHancock Whitney CorpCOM696$35.6K<0.1%−689−49.7%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,783$35.5K<0.1%+537+43.1%AddedHistory
MANHManhattan Associates IncStock126$35.5K<0.1%+15+13.5%AddedHistory
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF352$35.4K<0.1%−72−17.0%Reduced–
SRTAStrata Critical Medical, Inc.CL A COM12,000$35.3K<0.1%00.0%UnchangedHistory
VOXXVOXX International CorpCL A5,540$35.2K<0.1%+5,115+1,203.5%AddedHistory
CMRECostamare Inc.SHS2,240$35.2K<0.1%+781+53.5%AddedHistory
NOKNokia CorpSPONSORED ADR8,051$35.2K<0.1%+1,471+22.4%AddedHistory
PHMPultegroup IncCOM245$35.2K<0.1%+43+21.3%AddedHistory
SKXSkechers USA IncCL A525$35.1K<0.1%+7+1.4%AddedHistory
JAZZJazz Pharmaceuticals plcSHS USD315$35.1K<0.1%+42+15.4%AddedHistory
WYNNWynn Resorts LtdCOM365$35.0K<0.1%+11+3.1%AddedHistory
AVAAvista CorpCOM901$34.9K<0.1%+35+4.0%AddedHistory
CPNGCoupang, Inc.CL A1,418$34.8K<0.1%+249+21.3%AddedHistory
NETCloudflare, Inc.CL A COM430$34.8K<0.1%+89+26.1%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF384$34.7K<0.1%+384New–
FOXAFox CorpCL A COM810$34.3K<0.1%−253−23.8%ReducedHistory
WNSWNS (Holdings) LtdCOM SHS650$34.3K<0.1%+127+24.3%AddedHistory
OLNOLIN CorpStock713$34.2K<0.1%+159+28.7%AddedHistory
ULSUL Solutions Inc.CLASS A COM SHS693$34.2K<0.1%+1+0.1%AddedHistory
RDNRadian Group IncCOM985$34.2K<0.1%+16+1.7%AddedHistory
CIGIColliers International Group Inc.SUB VTG SHS225$34.2K<0.1%−105−31.8%ReducedHistory
ESNTEssent Group Ltd.COM530$34.1K<0.1%+9+1.7%AddedHistory
FFIVF5, Inc.Stock154$33.9K<0.1%+27+21.3%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,365$33.8K<0.1%+291+27.1%AddedHistory
CECelanese CorpStock248$33.8K<0.1%00.0%UnchangedHistory
NMIHNMI Holdings, Inc.COM819$33.7K<0.1%+14+1.7%AddedHistory
iShares Tr464288505MRGSTR SM CP ETF574$33.7K<0.1%00.0%Unchanged–
Schwab Fundamental U.S. Small Company ETF808524763ETF565$33.7K<0.1%00.0%Unchanged–
JBHTHunt J B Transport Services IncCOM195$33.6K<0.1%+2+1.0%AddedHistory
INGRIngredion IncCOM244$33.6K<0.1%−64−20.8%ReducedHistory
TXTernium S.A.SPONSORED ADS909$33.6K<0.1%−760−45.5%ReducedHistory
EATBrinker International, IncStock438$33.5K<0.1%00.0%UnchangedHistory
MGMMGM Resorts InternationalStock845$33.0K<0.1%−54−6.0%ReducedHistory
RHIRobert Half Inc.COM490$33.0K<0.1%−344−41.2%ReducedHistory
UTHRUnited Therapeutics CorpCOM92$33.0K<0.1%−35−27.6%ReducedHistory
XYLXylem Inc.COM244$32.9K<0.1%+30+14.0%AddedHistory
AEMAgnico Eagle Mines LtdStock408$32.9K<0.1%+32+8.5%AddedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$32.9K<0.1%00.0%Unchanged–
MPLXMPLX LPCOM UNIT REP LTD735$32.7K<0.1%−175−19.2%ReducedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B782$32.6K<0.1%+251+47.3%AddedHistory
AGRAvangrid, Inc.COM910$32.6K<0.1%+248+37.5%AddedHistory
CHWCalamos Global Dynamic Income FundCOM4,523$32.4K<0.1%+29+0.6%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR718$32.4K<0.1%−15−2.0%ReducedConverted for a 5-for-2 splitHistory
SOLVSolventum CorpStock464$32.3K<0.1%+58+14.3%AddedHistory
INCYIncyte CorpCOM488$32.3K<0.1%−241−33.1%ReducedHistory
ELMEElme CommunitiesSH BEN INT1,832$32.2K<0.1%00.0%UnchangedHistory
ASNDAscendis Pharma A/SSPONSORED ADR215$32.1K<0.1%+1+0.5%AddedHistory
SJMJ M SMUCKER CoStock264$32.0K<0.1%−10−3.6%ReducedHistory
TACTransalta CorpCOM3,067$31.8K<0.1%+465+17.9%AddedHistory
MNDYmonday.com Ltd.SHS114$31.7K<0.1%+7+6.5%AddedHistory
NTESNetEase, Inc.SPONSORED ADS338$31.6K<0.1%−19−5.3%ReducedHistory
CIVICivitas Resources, Inc.EQUITY US CM623$31.6K<0.1%−172−21.6%ReducedHistory
OKTAOkta, Inc.CL A424$31.5K<0.1%−1,671−79.8%ReducedHistory
UNMUnum GroupStock529$31.4K<0.1%−74−12.3%ReducedHistory
QRVOQorvo, Inc.Stock303$31.3K<0.1%+46+17.9%AddedHistory
CRTOCriteo S.A.SPONS ADS769$30.9K<0.1%−625−44.8%ReducedHistory
XPXP Inc.CL A1,723$30.9K<0.1%−806−31.9%ReducedHistory
EVRGEvergy, Inc.Stock497$30.8K<0.1%−162−24.6%ReducedHistory
AXSAxis Capital Holdings LtdSHS386$30.7K<0.1%−347−47.3%ReducedHistory
MLRMiller Industries IncCOM NEW503$30.7K<0.1%−39−7.2%ReducedHistory
CARAvis Budget Group, Inc.COM350$30.7K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A766$30.6K<0.1%+50+7.0%AddedHistory
CADECadence BancorporationEQUITY US CM961$30.6K<0.1%−198−17.1%ReducedHistory
DNBDun & Bradstreet Holdings, Inc.COM2,654$30.5K<0.1%+121+4.8%AddedHistory
HBMHudbay Minerals Inc.COM3,283$30.2K<0.1%+152+4.9%AddedHistory
BMIBadger Meter IncCOM138$30.1K<0.1%00.0%UnchangedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$29.9K<0.1%−419−29.8%Reduced–
NOVNOV Inc.COM1,873$29.9K<0.1%+135+7.8%AddedHistory
MDUMdu Resources Group IncStock1,090$29.9K<0.1%+955+707.4%AddedHistory
SNAPSnap IncStock2,792$29.9K<0.1%+141+5.3%AddedHistory
MYDBlackRock Muniyield Fund, Inc.COM2,609$29.8K<0.1%00.0%UnchangedHistory
EDConsolidated Edison IncStock286$29.8K<0.1%+79+38.2%AddedHistory
MLKNMillerknoll, Inc.COM1,201$29.7K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.7K<0.1%00.0%Unchanged–
STEPStepStone Group Inc.COM CL A522$29.7K<0.1%+10+2.0%AddedHistory
JNPRJuniper Networks IncCOM760$29.6K<0.1%+196+34.8%AddedHistory
AKAMAkamai Technologies IncCOM293$29.6K<0.1%+55+23.1%AddedHistory
PODDInsulet CorpStock127$29.6K<0.1%−96−43.0%ReducedHistory
RIVNRivian Automotive, Inc.Stock2,622$29.4K<0.1%−108−4.0%ReducedHistory
WSTWest Pharmaceutical Services IncCOM98$29.4K<0.1%−145−59.7%ReducedHistory
AAONAaon, Inc.COM PAR $0.004272$29.3K<0.1%+21+8.4%AddedHistory
WATWaters CorpCOM81$29.2K<0.1%+10+14.1%AddedHistory
SMBKSmartfinancial Inc.COM NEW1,000$29.1K<0.1%00.0%UnchangedHistory
GLGlobe Life Inc.COM275$29.1K<0.1%+50+22.2%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR2,302$29.1K<0.1%+40+1.8%AddedHistory
CVSACovista Inc.COM383$28.9K<0.1%00.0%UnchangedHistory
KFYKorn FerryCOM NEW383$28.8K<0.1%−5−1.3%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF566$28.7K<0.1%+1+0.2%Added–

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