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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
3,750
+712 vs. Q3 2024
Portfolio value
$1.78B
+$199.6M (+12.6%) vs. Q3 2024
Filed
Feb 10, 2025
SEC
Holdings of EverSource Wealth Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
TRTXTPG RE Finance Trust, Inc.COM166$1.41K<0.1%+166NewHistory
MIRMirion Technologies, Inc.COM CL A81$1.41K<0.1%+81NewHistory
HAINHain Celestial Group IncCOM230$1.41K<0.1%−38−14.2%ReducedHistory
PDPagerDuty, Inc.COM78$1.42K<0.1%+56+254.5%AddedHistory
ALMSAlumis Inc.COM182$1.43K<0.1%+182NewHistory
PRTAProthena Corp Public Ltd CoSHS104$1.44K<0.1%+9+9.5%AddedHistory
UVSPUnivest Financial CorpCOM49$1.45K<0.1%+49NewHistory
RKLBRocket Lab CorpCOM57$1.45K<0.1%+57NewHistory
LCIDLucid Group, Inc.COM481$1.45K<0.1%+291+153.2%AddedHistory
EZPWEzcorp IncCL A NON VTG119$1.45K<0.1%+4+3.5%AddedHistory
ACUAcme United CorpCOM39$1.46K<0.1%00.0%UnchangedHistory
RHPRyman Hospitality Properties, Inc.COM14$1.46K<0.1%+9+180.0%AddedHistory
YOUClear Secure, Inc.COM CL A55$1.47K<0.1%+28+103.7%AddedHistory
PAYOPayoneer Global Inc.COM146$1.47K<0.1%+146NewHistory
VTOLBristow Group Inc.COM43$1.48K<0.1%+4+10.3%AddedHistory
FRMEFirst Merchants CorpCOM37$1.48K<0.1%−12−24.5%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL36$1.48K<0.1%+1+2.9%Added–
CRCTCricut, Inc.COM CL A259$1.48K<0.1%+65+33.5%AddedHistory
GDOTGreen Dot CorpCL A139$1.48K<0.1%+25+21.9%AddedHistory
DKDelek US Holdings, Inc.COM80$1.48K<0.1%+61+321.1%AddedHistory
GEVOGevo, Inc.COM PAR714$1.49K<0.1%00.0%UnchangedHistory
ZETAZeta Global Holdings Corp.CL A83$1.49K<0.1%−36−30.3%ReducedHistory
AMSFAmerisafe IncCOM29$1.50K<0.1%+29NewHistory
IARTIntegra Lifesciences Holdings CorpCOM NEW66$1.50K<0.1%+47+247.4%AddedHistory
BRBSBlue Ridge Bankshares, Inc.COM466$1.50K<0.1%−465−49.9%ReducedHistory
PRDOPerdoceo Education CorpCOM57$1.51K<0.1%+11+23.9%AddedHistory
LFMDLifeMD, Inc.COM305$1.51K<0.1%+305NewHistory
BEAMBeam Therapeutics Inc.COM61$1.51K<0.1%00.0%UnchangedHistory
LGIHLGI Homes, Inc.COM17$1.52K<0.1%+12+240.0%AddedHistory
UHTUniversal Health Realty Income TrustSH BEN INT41$1.53K<0.1%+12+41.4%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM19$1.53K<0.1%+4+26.7%AddedHistory
BHVNBiohaven Ltd.COM41$1.53K<0.1%+41NewHistory
NLNli Holdings, Inc.COM NEW198$1.54K<0.1%00.0%UnchangedHistory
EEExcelerate Energy, Inc.CL A COM51$1.54K<0.1%+18+54.5%AddedHistory
VMEOVimeo, Inc.COMMON STOCK241$1.54K<0.1%−602−71.4%ReducedHistory
AGIOAgios Pharmaceuticals, Inc.COM47$1.54K<0.1%+26+123.8%AddedHistory
ARK ETF Tr00214Q203AUTNMUS TECHNLGY20$1.54K<0.1%00.0%Unchanged–
ROICRetail Opportunity Investments CorpCOM89$1.54K<0.1%+4+4.7%AddedHistory
TNCTennant CoCOM19$1.55K<0.1%+19NewHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN41$1.55K<0.1%−25−37.9%ReducedHistory
SITCSITE Centers Corp.COM102$1.56K<0.1%−88−46.3%ReducedHistory
Global X FDS37954Y814FINTECH ETF50$1.56K<0.1%00.0%Unchanged–
FRPHFRP Holdings, Inc.COM51$1.56K<0.1%+13+34.2%AddedHistory
BOWBowhead Specialty Holdings Inc.COM SHS44$1.56K<0.1%+44NewHistory
FFWMFirst Foundation Inc.COM252$1.56K<0.1%00.0%UnchangedHistory
GABCGerman American Bancorp, Inc.Stock39$1.57K<0.1%+39NewHistory
CSTMConstellium SECL A SHS153$1.57K<0.1%−349−69.5%ReducedHistory
WLYJohn Wiley & Sons, Inc.CL A36$1.57K<0.1%+16+80.0%AddedHistory
RHRHCOM4$1.57K<0.1%−2−33.3%ReducedHistory
PAGPPlains GP Holdings LPLTD PARTNR INT A86$1.58K<0.1%00.0%UnchangedHistory
UCTTUltra Clean Holdings, Inc.COM44$1.58K<0.1%−25−36.2%ReducedHistory
ETF Ser Solutions26922A321DISTILLATE US29$1.59K<0.1%−477−94.3%Reduced–
ALECAlector, Inc.COM843$1.59K<0.1%+843NewHistory
MHOM/I Homes, Inc.COM12$1.60K<0.1%+8+200.0%AddedHistory
NATNordic American Tankers LtdCOM640$1.60K<0.1%+640NewHistory
iShares Global Clean Energy ETF464288224ETF141$1.60K<0.1%+137+3,425.0%Added–
ACLXArcellx, Inc.COMMON STOCK21$1.61K<0.1%+21NewHistory
Invesco Exch TRD SLF Idx FD46138J775BLOO PRI PWR ETF20$1.63K<0.1%−590−96.7%Reduced–
UEUrban Edge PropertiesCOM76$1.64K<0.1%+43+130.3%AddedHistory
JRVRJames River Group Holdings, Inc.COM336$1.64K<0.1%+201+148.9%AddedHistory
AMALAmalgamated Financial Corp.COM49$1.64K<0.1%+49NewHistory
EPACEnerpac Tool Group CorpCL A COM40$1.64K<0.1%+40NewHistory
RUMRUM Group Inc.Stock127$1.65K<0.1%+27+27.0%AddedHistory
CIOCity Office REIT, Inc.COM300$1.66K<0.1%00.0%UnchangedHistory
NXDTNexpoint Diversified Real Estate TrustCOM NEW272$1.66K<0.1%−414−60.3%ReducedHistory
BHRBraemar Hotels & Resorts Inc.COM554$1.66K<0.1%+14+2.6%AddedHistory
CIMChimera Investment CorpCOM SHS119$1.67K<0.1%+39+48.8%AddedHistory
CIBGrupo Cibest S.A.SPON ADR PREF53$1.67K<0.1%−160−75.1%ReducedHistory
BRKLBrookline Bancorp IncCOM142$1.68K<0.1%−997−87.5%ReducedHistory
STBAS&T Bancorp IncCOM44$1.68K<0.1%+44NewHistory
JOUTJohnson Outdoors IncCL A51$1.68K<0.1%+51NewHistory
OPKOpko Health, Inc.COM1,146$1.68K<0.1%+145+14.5%AddedHistory
EFSCEnterprise Financial Services CorpCOM30$1.69K<0.1%+17+130.8%AddedHistory
SFIXStitch Fix, Inc.Stock393$1.69K<0.1%+353+882.5%AddedHistory
HRTGHeritage Insurance Holdings, Inc.COM140$1.69K<0.1%+140NewHistory
CERTCertara, Inc.COM159$1.69K<0.1%−129−44.8%ReducedHistory
UVEUniversal Insurance Holdings, Inc.COM81$1.71K<0.1%+81NewHistory
FSPFranklin Street Properties CorpCOM932$1.71K<0.1%00.0%UnchangedHistory
OSPNOneSpan Inc.COM92$1.71K<0.1%+92NewHistory
PAHCPhibro Animal Health CorpCL A COM82$1.72K<0.1%+82NewHistory
KAIKadant IncCOM5$1.73K<0.1%+2+66.7%AddedHistory
FLRFluor CorpStock35$1.73K<0.1%+35NewHistory
ROGRogers CorpCOM17$1.73K<0.1%+8+88.9%AddedHistory
TFINTriumph Financial, Inc.COM19$1.73K<0.1%+3+18.8%AddedHistory
KLXEKLX Energy Services Holdings, Inc.COM NEW349$1.74K<0.1%00.0%UnchangedHistory
PSECProspect Capital CorpCOM405$1.75K<0.1%−3,731−90.2%ReducedHistory
FFFutureFuel Corp.COM332$1.76K<0.1%+332NewHistory
MVBFMVB Financial CorpCOM85$1.76K<0.1%00.0%UnchangedHistory
LMNDLemonade, Inc.Stock48$1.76K<0.1%−31−39.2%ReducedHistory
CATYCathay General BancorpCOM37$1.76K<0.1%+12+48.0%AddedHistory
CHRSCoherus Oncology, Inc.COM1,279$1.76K<0.1%+1,279NewHistory
VIRVir Biotechnology, Inc.COM241$1.77K<0.1%+71+41.8%AddedHistory
PAXPatria Investments LtdCOM CL A154$1.79K<0.1%+154NewHistory
UMHUmh Properties, Inc.COM95$1.79K<0.1%+95NewHistory
XERSXeris Biopharma Holdings, Inc.COM529$1.79K<0.1%+61+13.0%AddedHistory
UBSIUnited Bankshares IncCOM48$1.80K<0.1%−15−23.8%ReducedHistory
CTBICommunity Trust Bancorp IncCOM34$1.80K<0.1%+34NewHistory
SWTXSpringWorks Therapeutics, Inc.COM50$1.81K<0.1%+24+92.3%AddedHistory
HSIIHeidrick & Struggles International IncCOM41$1.82K<0.1%00.0%UnchangedHistory
TREELendingTree, Inc.COM47$1.82K<0.1%+4+9.3%AddedHistory

Sold out since Q3 2024 (112)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 112 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
iShares Tr464287275GBL COMM SVC ETF29,130$2.74M0.2%–
iShares Inc46434G772MSCI TAIWAN ETF7,626$410.8K<0.1%–
DBLDoubleLine Opportunistic Credit FundCOM9,408$148.8K<0.1%History
SWNSouthwestern Energy CoCOM11,792$83.8K<0.1%History
BTOJohn Hancock Financial Opportunities FundSH BEN INT NEW2,500$82.9K<0.1%History
MROMarathon Oil CorpCOM2,915$77.6K<0.1%History
ORANYOrangeSPONSORED ADR6,595$75.7K<0.1%History
Global X FDS37954Y483NASDAQ 100 COVER3,809$68.7K<0.1%–
DSLDoubleLine Income Solutions FundCOM4,000$51.9K<0.1%History
ETF Ser Solutions26922A222APTUS COLLRD INV1,210$48.1K<0.1%–
Victory Portfolios II92647N527CORE BD ETF974$46.7K<0.1%–
PGZPrincipal Real Estate Income FundSHS BEN INT4,149$46.4K<0.1%History
iShares Tr464288851US OIL GS EX ETF450$41.2K<0.1%–
SRTAStrata Critical Medical, Inc.CL A COM12,000$35.3K<0.1%History
AGRAvangrid, Inc.COM910$32.6K<0.1%History
Schwab International Small-Cap Equity ETF808524888ETF729$28.1K<0.1%–
PRMWPrimo Water CorpCOM1,022$25.8K<0.1%History
WisdomTree Tr97717W315EMER MKT HIGH FD550$24.2K<0.1%–
SRCLStericycle IncCOM329$20.1K<0.1%History
VGRVector Group LtdCOM1,345$20.1K<0.1%History
Innovator ETFs Trust45782C409US EQTY BUFR JAN400$18.6K<0.1%–
CNRCore Natural Resources, Inc.COM171$17.9K<0.1%History
Innovator ETFs Trust45782C888US EQT BUFR APR400$17.3K<0.1%–
Innovator ETFs Trust45782C326US EQTY BUFR MAY400$15.8K<0.1%–
Goldman Sachs ETF Tr381430479ACCESS INVT GR333$15.8K<0.1%–
WisdomTree Tr97717W281EMG MKTS SMCAP293$15.7K<0.1%–
SBRSabine Royalty TrustUNIT BEN INT255$15.7K<0.1%History
ETF Ser Solutions26922A388APTUS DEFINED541$15.3K<0.1%–
Proshares Ultrapro Short Qqq - US ETP74347G432Exchange-Traded Fund2,044$15.1K<0.1%–
ENVEnvestnet, Inc.COM240$15.0K<0.1%History
Atlantica Sustainable Infr PG0751N103SHS648$14.2K<0.1%–
SQSPSquarespace, Inc.CLASS A306$14.2K<0.1%History
Greenbrier Cos Inc393657AM3NOTE 2.875% 4/112,000$13.2K<0.1%–
Akamai Technologies Inc00971TAL5NOTE 0.375% 9/012,000$12.4K<0.1%–
Lci Inds501812AB7NOTE 1.125% 5/112,000$12.1K<0.1%–
ETF Ser Solutions26922A446OPUS SML CP VL301$11.3K<0.1%–
ASTHAstrana Health, Inc.COM NEW188$10.9K<0.1%History
Innovator ETFs Trust45782C870US EQT PWR BUF300$10.8K<0.1%–
Ford MTR Co Del345370CZ1NOTE 3/111,000$10.8K<0.1%–
INSTInstructure Holdings, Inc.COM451$10.6K<0.1%History
SHOSunstone Hotel Investors, Inc.COM858$8.86K<0.1%History
iShares Tr46435G219INVT GRAD SY ETF177$8.22K<0.1%–
PLPlanet Labs PBCCOM CL A3,500$7.80K<0.1%History
TWITitan International IncCOM902$7.33K<0.1%History
PRFTPerficient IncCOM93$7.02K<0.1%History
Affimed N VN01045207ORDINARY SHS NEW2,000$6.72K<0.1%–
Biomarin Pharmaceutical Inc09061GAK7NOTE 1.250% 5/17,000$6.65K<0.1%–
RMRRMR Group Inc.CL A259$6.57K<0.1%History
PKSTPeakstone Realty TrustCommon Stock476$6.49K<0.1%History
THRMGentherm IncCOM135$6.28K<0.1%History
CTLTCatalent, Inc.COM100$6.06K<0.1%History
Victory Portfolios II92647N535SHORT TRM BD ETF117$5.93K<0.1%–
Innovator ETFs Trust45782C383US EQTY PWR BUF150$5.89K<0.1%–
John Bean Technologies Corp477839AB0NOTE 0.250% 5/16,000$5.62K<0.1%–
IMCRImmunocore Holdings plcADS167$5.20K<0.1%History
VSTOVista Outdoor Inc.COM124$4.86K<0.1%History
Olink Hldg AB680710100SPONSORED ADS173$4.51K<0.1%–
AXNXAxonics, Inc.COM63$4.38K<0.1%History
LANDGladstone Land CorpCOM296$4.11K<0.1%History
Series Portfolios Tr81752T510UNUSUAL WHLS DEM104$3.89K<0.1%–
Series Portfolios Tr81752T494UNUSUAL WHALES117$3.67K<0.1%–
Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735ETF96$3.37K<0.1%–
PWSCPowerschool Holdings, Inc.COM CL A138$3.15K<0.1%History
TWKSThoughtworks Holding, Inc.COM706$3.12K<0.1%History
ARCOArcos Dorados Holdings Inc.SHS CLASS -A -341$2.97K<0.1%History
Doubleline ETF Trust25861R303COMMERCIAL REAL55$2.86K<0.1%–
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG212$2.80K<0.1%History
MYEMyers Industries IncCOM183$2.53K<0.1%History
GOTUGaotu Techedu Inc.SPONSORED ADS627$2.46K<0.1%History
Investment Managers Ser Tr I46144X628AXS SHORT INNOV85$2.21K<0.1%–
FORRForrester Research, Inc.COM100$1.80K<0.1%History
Exscientia PLC30223G102ADS342$1.67K<0.1%–
MGPIMGP Ingredients IncCOM19$1.58K<0.1%History
NNOXNano-X Imaging Ltd.ORD SHS233$1.42K<0.1%History
NOAHNoah Holdings LtdSPON ADS112$1.38K<0.1%History
Innovator ETFs Tr45782C235INVATR 20 PLS 957$1.20K<0.1%–
HAYNHaynes International IncCOM NEW20$1.19K<0.1%History
EVAEnviva, LLCCOM2,851$1.15K<0.1%History
ODPODP CorpCOM38$1.13K<0.1%History
Jacob FDS Inc469785703FORWARD ETF100$1.08K<0.1%–
CHUYChuy's Holdings, Inc.COM26$972<0.1%History
Abrdn ETFs003261104BBRG ALL COMD K146$940<0.1%–
LKFTLakefront Biotherapeutics NVSPON ADR32$921<0.1%History
PDSPrecision Drilling CorpCOM NEW12$740<0.1%History
NAKNorthern Dynasty Minerals LtdCOM NEW2,000$663<0.1%History
KLRSKalaris Therapeutics, Inc.COM695$562<0.1%History
Curevac N VN2451R105COM181$532<0.1%–
NVEENV5 Global, Inc.COM5$467<0.1%History
LEGHLegacy Housing CorpCOM17$465<0.1%History
RCMR1 RCM Inc.COM32$453<0.1%History
CMTGClaros Mortgage Trust, Inc.COMMON STOCK55$412<0.1%History
GOOSCanada Goose Holdings Inc.SHS SUB VTG28$351<0.1%History
RILYBRC Group Holdings, Inc.COM55$289<0.1%History
GRNBarclays Bank PLCETN 4910$260<0.1%History
ACHAccendra Health IncStock16$251<0.1%History
RENTRent the Runway, Inc.CL A NEW26$251<0.1%History
AVIRAtea Pharmaceuticals, Inc.COM69$231<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E3$138<0.1%–
CURICuriosityStream Inc.COM CL A54$103<0.1%History
EHTHeHealth, Inc.COM20$82<0.1%History