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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
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN3,399$357.0K<0.1%−2,446−41.8%Reduced–
LPLALPL Financial Holdings Inc.COM1,530$355.9K<0.1%+7+0.5%AddedHistory
NOCNorthrop Grumman CorpStock674$355.7K<0.1%−35−4.9%ReducedHistory
SHELShell plcADR5,391$355.5K<0.1%−780−12.6%ReducedHistory
TFCTruist Financial CorpCOM8,265$353.5K<0.1%+463+5.9%AddedHistory
VSTVistra Corp.Stock2,976$352.7K<0.1%+269+9.9%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM9,773$351.3K<0.1%+152+1.6%AddedHistory
CORCencora, Inc.Stock1,552$349.3K<0.1%+9+0.6%AddedHistory
COKECoca-Cola Consolidated, Inc.COM265$348.6K<0.1%+36+15.7%AddedHistory
ITWIllinois Tool Works IncStock1,318$345.4K<0.1%−43−3.2%ReducedHistory
iShares Tr464288760US AER DEF ETF2,300$344.2K<0.1%−359−13.5%Reduced–
Victory Portfolios II92647N865VCSHS US LRG CAP5,060$343.2K<0.1%+1,579+45.4%Added–
INTUIntuit Inc.Stock550$341.6K<0.1%+25+4.8%AddedHistory
BMYBristol Myers Squibb CoStock6,589$340.9K<0.1%+894+15.7%AddedHistory
LDOSLeidos Holdings, Inc.COM2,085$339.9K<0.1%+1,727+482.4%AddedHistory
MPWRMonolithic Power Systems, Inc.COM366$338.5K<0.1%+34+10.2%AddedHistory
PAYXPaychex IncStock2,519$338.1K<0.1%+86+3.5%AddedHistory
WITWipro LtdSPON ADR 1 SH51,899$336.3K<0.1%−24,369−32.0%ReducedHistory
OLEDUniversal Display CorpCOM1,601$335.9K<0.1%+1,574+5,829.6%AddedHistory
SPGIS&P Global Inc.Stock648$334.6K<0.1%+207+46.9%AddedHistory
EXPOExponent IncCOM2,883$332.4K<0.1%−220−7.1%ReducedHistory
ORealty Income CorpREIT5,226$331.4K<0.1%−1,015−16.3%ReducedHistory
CICigna GroupStock951$329.4K<0.1%−33−3.4%ReducedHistory
GEVGE Vernova Inc.Stock1,286$327.9K<0.1%+186+16.9%AddedHistory
ARESAres Management CorpCL A COM STK2,098$327.0K<0.1%−85−3.9%ReducedHistory
SPGSimon Property Group Inc.REIT1,922$324.9K<0.1%+40+2.1%AddedHistory
FFord Motor CoStock30,593$323.1K<0.1%−11,978−28.1%ReducedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,582$322.4K<0.1%+14+0.1%AddedHistory
SAPSAP SEADR1,403$321.4K<0.1%+81+6.1%AddedHistory
CDNSCadence Design Systems IncStock1,186$321.4K<0.1%+481+68.2%AddedHistory
IQVIQVIA Holdings Inc.Stock1,351$320.1K<0.1%+1+0.1%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF3,223$318.1K<0.1%−150−4.4%Reduced–
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,258$317.5K<0.1%00.0%Unchanged–
EMREmerson Electric CoStock2,903$317.4K<0.1%+290+11.1%AddedHistory
PWRQuanta Services, Inc.COM1,055$314.5K<0.1%−3−0.3%ReducedHistory
SAIASaia IncCOM718$314.0K<0.1%−14−1.9%ReducedHistory
SRESempraStock3,736$312.4K<0.1%+29+0.8%AddedHistory
NVSNovartis AGADR2,707$311.4K<0.1%+60+2.3%AddedHistory
iShares Flexible Income Active ETF092528603ETF5,802$310.6K<0.1%−782−11.9%Reduced–
DFSDiscover Financial ServicesCOM2,193$307.6K<0.1%+235+12.0%AddedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,188$304.9K<0.1%+10+0.1%Added–
AEPAmerican Electric Power Co IncStock2,951$302.8K<0.1%+100+3.5%AddedHistory
BABAAlibaba Group Holding LtdADR2,845$302.0K<0.1%+22+0.8%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM2,150$301.3K<0.1%+53+2.5%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,891$300.5K<0.1%+113+6.4%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF1,139$300.4K<0.1%+450+65.3%Added–
Ea Series Trust02072L375TBG DIVID FO ETF9,402$300.1K<0.1%+2,632+38.9%Added–
CRLCharles River Laboratories International, Inc.COM1,518$299.0K<0.1%+5+0.3%AddedHistory
DVADavita Inc.COM1,821$298.5K<0.1%+18+1.0%AddedHistory
SITESiteOne Landscape Supply, Inc.COM1,977$298.3K<0.1%−207−9.5%ReducedHistory
CAGConagra Brands Inc.Stock9,157$297.8K<0.1%+496+5.7%AddedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,686$296.5K<0.1%+19+0.7%AddedHistory
THOThor Industries IncCOM2,697$296.4K<0.1%−129−4.6%ReducedHistory
TDYTeledyne Technologies IncCOM675$295.4K<0.1%−6−0.9%ReducedHistory
OTISOtis Worldwide CorpStock2,834$294.6K<0.1%+346+13.9%AddedHistory
MDTMedtronic plcStock3,242$291.9K<0.1%−591−15.4%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF6,359$289.4K<0.1%−769−10.8%Reduced–
HIGHartford Insurance Group, Inc.Stock2,451$288.3K<0.1%+51+2.1%AddedHistory
OKEONEOK IncCOM3,133$285.5K<0.1%+446+16.6%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT9,648$284.9K<0.1%−193−2.0%Reduced–
Dimensional ETF Trust25434V773INTL SMALL CAP E10,602$284.5K<0.1%−25,789−70.9%Reduced–
KBKB Financial Group Inc.SPONSORED ADR4,591$283.5K<0.1%−1,905−29.3%ReducedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR25,964$281.5K<0.1%−7,546−22.5%ReducedHistory
LHLabcorp Holdings Inc.Stock1,258$281.1K<0.1%−37−2.9%ReducedHistory
iShares Tr46428743220 YR TR BD ETF2,853$279.9K<0.1%−1,752−38.0%Reduced–
CHEChemed CorpCOM465$279.6K<0.1%−19−3.9%ReducedHistory
IPInternational Paper CoCOM5,691$278.0K<0.1%+657+13.1%AddedHistory
WELLWelltower Inc.REIT2,170$277.9K<0.1%+347+19.0%AddedHistory
ADMArcher-Daniels-Midland CoStock4,626$276.4K<0.1%+23+0.5%AddedHistory
RELXRELX PLCSPONSORED ADR5,789$274.7K<0.1%+286+5.2%AddedHistory
KHCKraft Heinz CoStock7,812$274.3K<0.1%+637+8.9%AddedHistory
AFLAflac IncStock2,453$274.3K<0.1%+106+4.5%AddedHistory
ALLAllstate CorpStock1,442$273.6K<0.1%+30+2.1%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN17,041$273.5K<0.1%+1,014+6.3%AddedHistory
NSPInsperity, Inc.COM3,107$273.4K<0.1%+46+1.5%AddedHistory
NSCNorfolk Southern CorpStock1,095$272.1K<0.1%+164+17.6%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,527$270.8K<0.1%+20+1.3%AddedHistory
PHParker-Hannifin CorpStock426$268.9K<0.1%+24+6.0%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM3,256$268.6K<0.1%−431−11.7%ReducedHistory
FISFidelity National Information Services, Inc.Stock3,175$265.9K<0.1%−231−6.8%ReducedHistory
SMGScotts Miracle-Gro CoStock3,063$265.6K<0.1%−71−2.3%ReducedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA8,208$263.6K<0.1%+795+10.7%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,130$263.3K<0.1%−556−20.7%Reduced–
OUNZVanEck Merk Gold ETFGOLD SHS10,355$262.9K<0.1%−334−3.1%ReducedHistory
NRGNRG Energy, Inc.Stock2,876$262.0K<0.1%+681+31.0%AddedHistory
CAHCardinal Health IncStock2,350$259.7K<0.1%−93−3.8%ReducedHistory
ONOn Semiconductor CorpStock3,573$259.4K<0.1%+25+0.7%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,045$254.8K<0.1%+62+1.6%Added–
TDGTransDigm Group INCCOM178$253.7K<0.1%+7+4.1%AddedHistory
COINCoinbase Global, Inc.COM CL A1,419$252.8K<0.1%−152−9.7%ReducedHistory
MCOMoodys CorpStock531$252.2K<0.1%+25+4.9%AddedHistory
TMUST-Mobile US, Inc.Stock1,221$252.0K<0.1%−69−5.3%ReducedHistory
AMEAmetek IncCOM1,455$249.9K<0.1%+525+56.5%AddedHistory
PPCPilgrims Pride CorpStock5,387$248.1K<0.1%−814−13.1%ReducedHistory
SHOPShopify Inc.Stock3,077$246.6K<0.1%+57+1.9%AddedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,809$246.1K<0.1%−1,559−21.2%ReducedHistory
LRCXLam Research CorpStock299$244.1K<0.1%+299NewHistory
MOSMosaic CoCOM9,048$242.3K<0.1%−156−1.7%ReducedHistory
SPOTSpotify Technology S.A.Stock656$241.8K<0.1%−325−33.1%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM1,047$241.3K<0.1%−24−2.2%ReducedHistory

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