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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
TOLToll Brothers, Inc.COM104$16.1K<0.1%+24+30.0%AddedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF350$16.0K<0.1%00.0%Unchanged–
iShares Tr46432F875MRNGSTR INC ETF769$15.9K<0.1%00.0%Unchanged–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$15.8K<0.1%+400New–
PATHUiPath, Inc.Stock1,232$15.8K<0.1%−2,444−66.5%ReducedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$15.8K<0.1%00.0%UnchangedHistory
TYLTyler Technologies IncCOM27$15.8K<0.1%+15+125.0%AddedHistory
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$15.8K<0.1%+107+47.3%Added–
WisdomTree Tr97717W281EMG MKTS SMCAP293$15.7K<0.1%00.0%Unchanged–
WisdomTree Tr97717W604US SMALLCAP DIVD456$15.7K<0.1%00.0%Unchanged–
QGENQiagen N.V.Stock345$15.7K<0.1%+242+235.0%AddedHistory
SBRSabine Royalty TrustUNIT BEN INT255$15.7K<0.1%+255NewHistory
HIMXHimax Technologies, Inc.SPONSORED ADR2,853$15.7K<0.1%−497−14.8%ReducedHistory
UGPUltrapar Holdings IncSP ADR REP COM4,044$15.7K<0.1%+283+7.5%AddedHistory
VIAVViavi Solutions Inc.COM1,738$15.7K<0.1%+138+8.6%AddedHistory
CALMCal-Maine Foods IncCOM NEW209$15.6K<0.1%+7+3.5%AddedHistory
JEFJefferies Financial Group Inc.COM254$15.6K<0.1%+25+10.9%AddedHistory
WFGWest Fraser Timber Co., LtdCOM160$15.6K<0.1%−421−72.5%ReducedHistory
SIGSignet Jewelers LtdSHS151$15.6K<0.1%−28−15.6%ReducedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK489$15.5K<0.1%+331+209.5%Added–
MNSOMINISO Group Holding LtdSPONSORED ADS884$15.5K<0.1%+384+76.8%AddedHistory
FMCFMC CorpCOM NEW235$15.5K<0.1%00.0%UnchangedHistory
BGBunge Global SACOM SHS160$15.5K<0.1%−198−55.3%ReducedHistory
KRGKite Realty Group TrustCOM NEW581$15.4K<0.1%00.0%UnchangedHistory
GOLFAcushnet Holdings Corp.COM242$15.4K<0.1%+38+18.6%AddedHistory
CASYCaseys General Stores IncCOM41$15.4K<0.1%+3+7.9%AddedHistory
MATXMatson, Inc.COM108$15.4K<0.1%+6+5.9%AddedHistory
SMPLSimply Good Foods CoCOM443$15.4K<0.1%−1,323−74.9%ReducedHistory
REYNReynolds Consumer Products Inc.COM495$15.4K<0.1%+22+4.7%AddedHistory
OGEOGE Energy Corp.COM375$15.4K<0.1%−412−52.4%ReducedHistory
ETF Ser Solutions26922A388APTUS DEFINED541$15.3K<0.1%+541New–
WTMWhite Mountains Insurance Group LtdCOM9$15.3K<0.1%00.0%UnchangedHistory
iShares Tr464288513IBOXX HI YD ETF190$15.3K<0.1%00.0%Unchanged–
VIPSVipshop Holdings LtdSPONSORED ADS A968$15.2K<0.1%+185+23.6%AddedHistory
GSLGlobal Ship Lease, Inc.COM CL A571$15.2K<0.1%+36+6.7%AddedHistory
KMPRKEMPER CorpCOM248$15.2K<0.1%+8+3.3%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A93$15.1K<0.1%+14+17.7%AddedHistory
EVHEvolent Health, Inc.CL A535$15.1K<0.1%+163+43.8%AddedHistory
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$15.1K<0.1%00.0%Unchanged–
BCBrunswick CorpCOM180$15.1K<0.1%−4−2.2%ReducedHistory
LPXLouisiana-Pacific CorpCOM140$15.1K<0.1%+22+18.6%AddedHistory
ENVEnvestnet, Inc.COM240$15.0K<0.1%+86+55.8%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF588$15.0K<0.1%+5+0.9%Added–
MANUManchester United plcORD CL A921$14.9K<0.1%00.0%UnchangedHistory
HCMHUTCHMED (China) LtdSPONSORED ADS763$14.9K<0.1%+83+12.2%AddedHistory
PORPortland General Electric CoCOM NEW311$14.9K<0.1%−743−70.5%ReducedHistory
RBLXRoblox CorpStock336$14.9K<0.1%+77+29.7%AddedHistory
CBZCBIZ, Inc.COM221$14.9K<0.1%−19−7.9%ReducedHistory
RRXRegal Rexnord CorpCOM89$14.8K<0.1%+11+14.1%AddedHistory
HCPHashiCorp, Inc.COM CL A436$14.8K<0.1%+417+2,194.7%AddedHistory
DACDanaos CorpSHS170$14.7K<0.1%+54+46.6%AddedHistory
PBIPitney Bowes IncCOM2,064$14.7K<0.1%+259+14.3%AddedHistory
Copel-ADR20441B605ADR1,978$14.7K<0.1%+870+78.5%Added–
BEPCBrookfield Renewable CorpCL A SUB VTG449$14.7K<0.1%+80+21.7%AddedHistory
DEIDouglas Emmett IncCOM832$14.6K<0.1%+39+4.9%AddedHistory
PRIPrimerica, Inc.Stock55$14.6K<0.1%+32+139.1%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT730$14.5K<0.1%+34+4.9%AddedHistory
WGOWinnebago Industries IncCOM249$14.5K<0.1%−44−15.0%ReducedHistory
SILASila Realty Trust, Inc.COMMON STOCK570$14.4K<0.1%−543−48.8%ReducedHistory
HEIHeico CorpCOM55$14.4K<0.1%+5+10.0%AddedHistory
KWKennedy-Wilson Holdings, Inc.COM1,300$14.4K<0.1%00.0%UnchangedHistory
NTNXNutanix, Inc.Stock241$14.3K<0.1%+48+24.9%AddedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME406$14.2K<0.1%00.0%Unchanged–
Atlantica Sustainable Infr PG0751N103SHS648$14.2K<0.1%+1+0.2%Added–
MIRMMirum Pharmaceuticals, Inc.COM365$14.2K<0.1%00.0%UnchangedHistory
SQSPSquarespace, Inc.CLASS A306$14.2K<0.1%+28+10.1%AddedHistory
SWBISmith & Wesson Brands, Inc.COM1,091$14.2K<0.1%+1,000+1,098.9%AddedHistory
ETHGrayscale Ethereum Staking Mini ETFCOM UNIT5,801$14.2K<0.1%+5,801NewHistory
THSTreeHouse Foods, Inc.COM337$14.1K<0.1%00.0%UnchangedHistory
EXEExpand Energy CorpCOM172$14.1K<0.1%−63−26.8%ReducedHistory
ROCKGibraltar Industries, Inc.COM202$14.1K<0.1%00.0%UnchangedHistory
NWNNorthwest Natural Holding CoCOM346$14.1K<0.1%00.0%UnchangedHistory
HCCWarrior Met Coal, Inc.COM221$14.1K<0.1%−3−1.3%ReducedHistory
FETForum Energy Technologies, Inc.COM908$14.0K<0.1%00.0%UnchangedHistory
HBIHanesbrands Inc.COM1,904$14.0K<0.1%+74+4.0%AddedHistory
LTCLTC Properties IncREIT380$13.9K<0.1%00.0%UnchangedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B852$13.9K<0.1%−323−27.5%ReducedHistory
BAPCredicorp LtdCOM77$13.9K<0.1%−2−2.5%ReducedHistory
BTGB2GOLD CorpCOM4,519$13.9K<0.1%−21,573−82.7%ReducedHistory
PEverpure, Inc.CL A277$13.9K<0.1%−21−7.0%ReducedHistory
CWKCushman & Wakefield Ltd.SHS1,020$13.9K<0.1%−5−0.5%ReducedHistory
BCOBrinks CoCOM120$13.9K<0.1%+4+3.4%AddedHistory
ASRSoutheast Airport GroupSPON ADR SER B49$13.9K<0.1%−19−27.9%ReducedHistory
LBRTLiberty Energy Inc.COM CL A725$13.8K<0.1%+24+3.4%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW407$13.8K<0.1%00.0%UnchangedHistory
NHCNational Healthcare CorpCOM110$13.8K<0.1%+59+115.7%AddedHistory
AXTAAxalta Coating Systems Ltd.COM382$13.8K<0.1%+51+15.4%AddedHistory
BWABorgwarner IncCOM380$13.8K<0.1%−9−2.3%ReducedHistory
MMSMaximus, Inc.COM148$13.8K<0.1%+7+5.0%AddedHistory
JJSFJ&J Snack Foods CorpCOM80$13.8K<0.1%+12+17.6%AddedHistory
DLBDolby Laboratories, Inc.COM CL A179$13.7K<0.1%−3,104−94.5%ReducedHistory
RXORXO, Inc.COMMON STOCK489$13.7K<0.1%00.0%UnchangedHistory
SSRMSSR Mining Inc.Stock2,404$13.7K<0.1%−1,458−37.8%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF67$13.6K<0.1%−1−1.5%Reduced–
ESABESAB CorpCOM128$13.6K<0.1%+16+14.3%AddedHistory
DLXDeluxe CorpCOM698$13.6K<0.1%00.0%UnchangedHistory
FSLYFastly, Inc.CL A1,795$13.6K<0.1%+713+65.9%AddedHistory
Paramount Global92556H206CL B1,279$13.6K<0.1%+242+23.3%Added–
TDSTelephone & Data Systems IncCOM NEW584$13.6K<0.1%+192+49.0%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR179$13.6K<0.1%+63+54.3%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