Skip to main content
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
MFAMfa Financial, Inc.COM180$1.83K<0.1%+175+3,500.0%AddedHistory
INVXInnovex International, Inc.COM132$1.84K<0.1%−1−0.8%ReducedHistory
GOGOGogo Inc.COM228$1.84K<0.1%+228NewHistory
FLICFirst of Long Island CorpCOM158$1.85K<0.1%+10+6.8%AddedHistory
AFCGAdvanced Flower Capital Inc.COM222$1.85K<0.1%+222NewHistory
TENBTenable Holdings, Inc.COM47$1.85K<0.1%+35+291.7%AddedHistory
IBRXImmunityBio, Inc.COM723$1.85K<0.1%00.0%UnchangedHistory
ETDEthan Allen Interiors IncCOM66$1.86K<0.1%+32+94.1%AddedHistory
CDECoeur Mining, Inc.COM NEW325$1.86K<0.1%+325NewHistory
American Centy ETF Tr025072562AVANTIS CORE FI46$1.87K<0.1%00.0%Unchanged–
Direxion Shs ETF Tr25460E307AUSPCE CMD STG66$1.87K<0.1%+66New–
EVCEntravision Communications CorpCL A796$1.87K<0.1%+796NewHistory
CWANClearwater Analytics Holdings, Inc.CL A68$1.87K<0.1%+47+223.8%AddedHistory
ALVAutoliv IncCOM20$1.88K<0.1%−64−76.2%ReducedHistory
TIPTTiptree Inc.COM90$1.88K<0.1%+26+40.6%AddedHistory
NUVLNuvalent, Inc.COM24$1.88K<0.1%+3+14.3%AddedHistory
GTMZoomInfo Technologies Inc.Stock179$1.88K<0.1%+77+75.5%AddedHistory
CNNECannae Holdings, Inc.COM95$1.89K<0.1%+45+90.0%AddedHistory
TRNOTerreno Realty CorpCOM32$1.89K<0.1%+4+14.3%AddedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF20$1.90K<0.1%00.0%Unchanged–
WisdomTree Tr97717W109US TOTAL DIVIDND25$1.90K<0.1%−553−95.7%Reduced–
HTLFHeartland Financial USA IncCOM31$1.90K<0.1%−12−27.9%ReducedHistory
REPLReplimune Group, Inc.COM157$1.90K<0.1%00.0%UnchangedHistory
NVCRNovoCure LtdORD SHS64$1.91K<0.1%+26+68.4%AddedHistory
PRIMPrimoris Services CorpStock25$1.91K<0.1%+15+150.0%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX9$1.91K<0.1%+9New–
QUREuniQure N.V.SHS109$1.93K<0.1%00.0%UnchangedHistory
Vanguard World FD921910725ESG INTL STK ETF34$1.93K<0.1%+34New–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF76$1.93K<0.1%+51+204.0%Added–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF38$1.94K<0.1%−2,600−98.6%Reduced–
BRSLBrightstar Lottery PLCSHS USD110$1.94K<0.1%+4+3.8%AddedHistory
ADAMAdamas Trust, Inc.COM321$1.95K<0.1%−367−53.3%ReducedHistory
IVRInvesco Mortgage Capital Inc.COM242$1.95K<0.1%+187+340.0%AddedHistory
GKOSGLAUKOS CorpCOM13$1.95K<0.1%+4+44.4%AddedHistory
ANIKAnika Therapeutics, Inc.COM119$1.96K<0.1%+56+88.9%AddedHistory
AHRTAH Realty Trust, Inc.COM192$1.96K<0.1%+10+5.5%AddedHistory
OLPOne Liberty Properties IncCOM72$1.96K<0.1%00.0%UnchangedHistory
IPGPIpg Photonics CorpCOM27$1.96K<0.1%−4−12.9%ReducedHistory
CORZCore Scientific, Inc.COM140$1.97K<0.1%+91+185.7%AddedHistory
BRYBerry Corp (bry)COM479$1.98K<0.1%+247+106.5%AddedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW298$1.98K<0.1%+222+292.1%AddedHistory
Amplify ETF Tr032108649AMPLIFY JUNIOR S200$1.99K<0.1%+200New–
BURBurford Capital LtdORD SHS156$1.99K<0.1%−67−30.0%ReducedHistory
HBIOHarvard Bioscience IncCOM948$2.00K<0.1%+428+82.3%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM152$2.01K<0.1%+152NewHistory
MGRCMcGrath RentcorpCOM18$2.01K<0.1%+18NewHistory
SKWDSkyward Specialty Insurance Group, Inc.COM40$2.02K<0.1%+40NewHistory
DMLPDorchester Minerals, L.P.COM UNIT61$2.03K<0.1%00.0%UnchangedHistory
KFRCKforce IncCOM36$2.04K<0.1%+17+89.5%AddedHistory
LFVNLifevantage CorpCOM NEW118$2.06K<0.1%+1+0.9%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM99$2.07K<0.1%+99NewHistory
PLYMPlymouth Industrial REIT, Inc.COM117$2.08K<0.1%+117NewHistory
AHCOAdaptHealth Corp.COMMON STOCK220$2.09K<0.1%+2+0.9%AddedHistory
UPSTUpstart Holdings, Inc.COM34$2.09K<0.1%+5+17.2%AddedHistory
Columbia ETF Tr I19761L607MULTI SEC MUNI103$2.10K<0.1%00.0%Unchanged–
NBTBNBT Bancorp IncCOM44$2.10K<0.1%+18+69.2%AddedHistory
KWRQuaker Chemical CorpCOM15$2.11K<0.1%−6−28.6%ReducedHistory
STAAStaar Surgical CoCOM PAR $0.0187$2.11K<0.1%+87NewHistory
MATVMativ Holdings, Inc.COM194$2.12K<0.1%−238−55.1%ReducedHistory
TDOCTeladoc Health, Inc.COM233$2.12K<0.1%+67+40.4%AddedHistory
iShares Inc464286509MSCI CDA ETF53$2.13K<0.1%+3+6.0%Added–
STEPStepStone Group Inc.COM CL A37$2.14K<0.1%−485−92.9%ReducedHistory
QNSTQuinstreet, IncCOM93$2.15K<0.1%−38−29.0%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN74$2.15K<0.1%00.0%Unchanged–
Schwab U.S. REIT ETF808524847ETF102$2.15K<0.1%00.0%Unchanged–
EBCEastern Bankshares, Inc.COM126$2.17K<0.1%−31−19.7%ReducedHistory
CAMTCamtek LtdORD27$2.18K<0.1%+2+8.0%AddedHistory
IOTSamsara Inc.Stock50$2.19K<0.1%+14+38.9%AddedHistory
PEBOPeoples Bancorp IncCOM69$2.19K<0.1%+69NewHistory
EBFEnnis, Inc.COM104$2.19K<0.1%+34+48.6%AddedHistory
Despegar Com CorpG27358103ORD SHS114$2.19K<0.1%−22−16.2%Reduced–
HWKNHawkins IncCOM18$2.21K<0.1%+14+350.0%AddedHistory
iShares MSCI India ETF46429B598ETF42$2.21K<0.1%−8,193−99.5%Reduced–
MATWMatthews International CorpCL A80$2.21K<0.1%−241−75.1%ReducedHistory
ARWRArrowhead Pharmaceuticals, Inc.COM118$2.22K<0.1%+5+4.4%AddedHistory
WHDCactus, Inc.CL A38$2.22K<0.1%+14+58.3%AddedHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$2.22K<0.1%00.0%Unchanged–
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS199$2.23K<0.1%−277−58.2%ReducedHistory
AXAxos Financial, Inc.COM32$2.23K<0.1%−32−50.0%ReducedHistory
CELHCelsius Holdings, Inc.COM NEW85$2.24K<0.1%+48+129.7%AddedHistory
APPNAppian CorpCL A68$2.24K<0.1%−14−17.1%ReducedHistory
CRAICra International, Inc.COM12$2.25K<0.1%+12NewHistory
CALYCallaway Golf CoCOM288$2.26K<0.1%−103−26.3%ReducedHistory
ENPHEnphase Energy, Inc.Stock33$2.27K<0.1%−9−21.4%ReducedHistory
Lithium Amers Corp New53680QAA6NOTE 1.750% 1/13,000$2.27K<0.1%00.0%Unchanged–
MESOMesoblast LtdADR115$2.28K<0.1%+41+55.4%AddedHistory
FFICFlushing Financial CorpCOM160$2.28K<0.1%+74+86.0%AddedHistory
OTTROtter Tail CorpCOM31$2.29K<0.1%+31NewHistory
AGROAdecoagro S.A.COM243$2.29K<0.1%−129−34.7%ReducedHistory
DCODucommun IncCOM36$2.29K<0.1%+14+63.6%AddedHistory
DRVNDriven Brands Holdings Inc.COM142$2.29K<0.1%+11+8.4%AddedHistory
CLARClarus CorpCOM509$2.30K<0.1%+509NewHistory
HIMSHims & Hers Health, Inc.Stock95$2.30K<0.1%+95NewHistory
CACCamden National CorpCOM54$2.31K<0.1%+21+63.6%AddedHistory
APIAgora, Inc.ADS555$2.31K<0.1%+55+11.0%AddedHistory
FFBCFirst Financial BancorpCOM86$2.31K<0.1%+44+104.8%AddedHistory
MSBIMidland States Bancorp, Inc.COM95$2.32K<0.1%+95NewHistory
UECUranium Energy CorpCOM349$2.33K<0.1%+47+15.6%AddedHistory
DRSLeonardo DRS, Inc.Stock73$2.36K<0.1%+73NewHistory
BBTBeacon Financial CorpCOM83$2.36K<0.1%+41+97.6%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