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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
iShares Tr46434V860TRS FLT RT BD47$2.37K<0.1%+47New–
CVGWCalavo Growers IncCOM93$2.37K<0.1%+16+20.8%AddedHistory
RYANRyan Specialty Holdings, Inc.CL A37$2.37K<0.1%00.0%UnchangedHistory
RMAXRE/MAX Holdings, Inc.CL A224$2.39K<0.1%+7+3.2%AddedHistory
CYTKCytokinetics IncCOM NEW51$2.40K<0.1%+13+34.2%AddedHistory
ATECAlphatec Holdings, Inc.COM NEW262$2.40K<0.1%+262NewHistory
MLMoneylion Inc.COMM STK28$2.41K<0.1%+28NewHistory
WMSAdvanced Drainage Systems, Inc.COM21$2.43K<0.1%−9−30.0%ReducedHistory
STCStewart Information Services CorpCOM36$2.43K<0.1%+32+800.0%AddedHistory
Liberty Media Corp531229AQ5NOTE 2.250% 8/12,000$2.44K<0.1%00.0%Unchanged–
EPMEvolution Petroleum CorpCOM470$2.46K<0.1%+470NewHistory
CLSKCleanspark, Inc.COM NEW268$2.47K<0.1%+42+18.6%AddedHistory
Fidelity Covington Trust316092303CONSMR STAPLES50$2.47K<0.1%+50New–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF35$2.48K<0.1%00.0%Unchanged–
TGITriumph Group IncCOM133$2.48K<0.1%+15+12.7%AddedHistory
EVRIEveri Holdings Inc.COM184$2.48K<0.1%+16+9.5%AddedHistory
MTUSMetallus Inc.COM176$2.49K<0.1%+56+46.7%AddedHistory
RVMDRevolution Medicines, Inc.COM57$2.49K<0.1%+29+103.6%AddedHistory
TTGTTechTarget, Inc.COM NEW126$2.50K<0.1%+124+6,200.0%AddedHistory
TXG10x Genomics, Inc.CL A COM174$2.50K<0.1%−64−26.9%ReducedHistory
HLITHarmonic Inc.COM189$2.50K<0.1%+20+11.8%AddedHistory
WMKWeis Markets IncCOM37$2.50K<0.1%+9+32.1%AddedHistory
Innovator ETFs Trust45783Y343INNOVATOR INTL D100$2.51K<0.1%00.0%Unchanged–
CHEFChefs' Warehouse, Inc.COM51$2.52K<0.1%+13+34.2%AddedHistory
FERFerrovial N.V.ORD SHS60$2.52K<0.1%+60NewHistory
BPOPPopular, Inc.COM NEW27$2.54K<0.1%−54−66.7%ReducedHistory
AURAurora Innovation, Inc.CLASS A COM406$2.56K<0.1%+264+185.9%AddedHistory
TVTXTravere Therapeutics, Inc.COM147$2.56K<0.1%+147NewHistory
HCIHCI Group, Inc.COM22$2.56K<0.1%+14+175.0%AddedHistory
ZLABZai Lab LtdADR98$2.57K<0.1%+3+3.2%AddedHistory
ADVAdvantage Solutions Inc.COM CL A879$2.57K<0.1%+91+11.5%AddedHistory
NENoble Corp plcORD SHS A82$2.58K<0.1%+56+215.4%AddedHistory
SUZSuzano S.A.SPON ADS256$2.59K<0.1%00.0%UnchangedHistory
AVNSAvanos Medical, Inc.Stock163$2.60K<0.1%+25+18.1%AddedHistory
ProShares Tr74347R206PSHS ULTRA QQQ24$2.60K<0.1%+24New–
SEDGSolaredge Technologies, Inc.COM193$2.63K<0.1%+191+9,550.0%AddedHistory
Aim ETF Products Trust00888H208ALLIANZIM US EQT80$2.63K<0.1%−300−78.9%Reduced–
CCCCCC Intelligent Solutions Holdings Inc.COM224$2.63K<0.1%00.0%UnchangedHistory
NBRNabors Industries LtdSHS46$2.63K<0.1%−82−64.1%ReducedHistory
RWTRedwood Trust IncCOM403$2.63K<0.1%+257+176.0%AddedHistory
MLABMesa Laboratories IncCOM20$2.64K<0.1%+9+81.8%AddedHistory
ALGMAllegro Microsystems, Inc.COM121$2.65K<0.1%+96+384.0%AddedHistory
NTGRNetgear, Inc.COM95$2.65K<0.1%−75−44.1%ReducedHistory
iShares Select U.S. REIT ETF464287564ETF44$2.65K<0.1%+44New–
AVNTAvient CorpCOM65$2.66K<0.1%+38+140.7%AddedHistory
ADNTAdient plcStock155$2.67K<0.1%−48−23.6%ReducedHistory
SYNASYNAPTICS IncStock35$2.67K<0.1%−17−32.7%ReducedHistory
RSIRush Street Interactive, Inc.COM195$2.67K<0.1%+195NewHistory
Global X Uranium ETF37954Y871ETF100$2.68K<0.1%+100New–
iShares Tr46435G334MSCI UK ETF NEW79$2.68K<0.1%+79New–
CRDOCredo Technology Group Holding LtdStock40$2.69K<0.1%+23+135.3%AddedHistory
TREXTrex Co IncCOM39$2.69K<0.1%−92−70.2%ReducedHistory
ARDXArdelyx, Inc.COM531$2.69K<0.1%+37+7.5%AddedHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF62$2.70K<0.1%00.0%Unchanged–
SEISolaris Energy Infrastructure, Inc.COM CL A94$2.71K<0.1%+37+64.9%AddedHistory
CENTACentral Garden & Pet CoCL A NON-VTG82$2.71K<0.1%−157−65.7%ReducedHistory
DORMDorman Products, Inc.COM21$2.72K<0.1%00.0%UnchangedHistory
CNMDCONMED CorpCOM40$2.74K<0.1%+12+42.9%AddedHistory
MSEXMiddlesex Water CoCOM52$2.74K<0.1%+11+26.8%AddedHistory
VRNSVaronis Systems IncCOM62$2.75K<0.1%+31+100.0%AddedHistory
SPDR Ser Tr78468R689S&P KENSHO SMART97$2.75K<0.1%+97New–
PFBCPreferred BankCOM NEW32$2.76K<0.1%+32NewHistory
SFSTSouthern First Bancshares IncCOM70$2.78K<0.1%00.0%UnchangedHistory
MRCMRC Global Inc.COM219$2.80K<0.1%+219NewHistory
Ziff Davis, Inc.48123VAE2NOTE 1.750%11/03,000$2.80K<0.1%00.0%Unchanged–
CSGSCSG Systems International IncCOM55$2.81K<0.1%+8+17.0%AddedHistory
iShares Tr46436E403MSCI US GARP ETF50$2.81K<0.1%+50New–
FOSLFossil Group, Inc.COM1,694$2.83K<0.1%00.0%UnchangedHistory
UPBDUpbound Group, Inc.COM97$2.83K<0.1%+11+12.8%AddedHistory
MHHMastech Digital, Inc.COM190$2.83K<0.1%00.0%UnchangedHistory
PMLPIMCO Municipal Income Fund IICOM350$2.83K<0.1%00.0%UnchangedHistory
CSANCosan S.A.ADS521$2.83K<0.1%+272+109.2%AddedHistory
OXMOxford Industries IncCOM36$2.84K<0.1%−7−16.3%ReducedHistory
CLBCore Laboratories Inc.COM164$2.84K<0.1%+31+23.3%AddedHistory
CHXChampionX CorpCOM105$2.85K<0.1%+17+19.3%AddedHistory
THFFFirst Financial CorpStock62$2.86K<0.1%+62NewHistory
LCUTLifetime Brands, IncCOM486$2.87K<0.1%+486NewHistory
Schwab U.S. Large-Cap Value ETF808524409ETF111$2.89K<0.1%+111New–
AMBAAmbarella IncSHS40$2.91K<0.1%+14+53.8%AddedHistory
AVDLAvadel Pharmaceuticals PLCStock277$2.91K<0.1%+277NewHistory
CRMTAmericas Carmart IncCOM57$2.92K<0.1%00.0%UnchangedHistory
Matthews Asia FDS577125818EMER MKTS EQUITY101$2.92K<0.1%00.0%Unchanged–
HELEHelen of Troy LtdStock49$2.93K<0.1%+37+308.3%AddedHistory
EVTCEVERTEC, Inc.COM85$2.94K<0.1%+55+183.3%AddedHistory
VKTXViking Therapeutics, Inc.COM73$2.94K<0.1%+2+2.8%AddedHistory
ACREAres Commercial Real Estate CorpCOM500$2.94K<0.1%+295+143.9%AddedHistory
STRSitio Royalties Corp.CLASS A COM154$2.95K<0.1%−35−18.5%ReducedHistory
FIZZNational Beverage CorpCOM70$2.99K<0.1%+55+366.7%AddedHistory
SONOSonos IncCOM199$2.99K<0.1%+90+82.6%AddedHistory
ALXAlexanders IncCOM15$3.00K<0.1%+1+7.1%AddedHistory
SIDNational Steel CoSPONSORED ADR2,093$3.01K<0.1%+155+8.0%AddedHistory
PARRPar Pacific Holdings, Inc.COM NEW184$3.02K<0.1%+184NewHistory
TLNTalen Energy CorpCOM15$3.02K<0.1%+4+36.4%AddedHistory
EIGEmployers Holdings, Inc.COM59$3.02K<0.1%+59NewHistory
GSBDGoldman Sachs BDC, Inc.SHS250$3.02K<0.1%00.0%UnchangedHistory
PZZAPapa Johns International IncStock74$3.04K<0.1%−21−22.1%ReducedHistory
MTLSMaterialise NVSPONSORED ADS432$3.04K<0.1%−34−7.3%ReducedHistory
VICRVicor CorpCOM63$3.04K<0.1%+11+21.2%AddedHistory
ACVAACV Auctions Inc.COM CL A141$3.05K<0.1%+49+53.3%AddedHistory
BANFBancfirst CorpCOM26$3.05K<0.1%+6+30.0%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