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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
BUSEFirst Busey CorpCOM NEW130$3.06K<0.1%+130NewHistory
KMTKennametal IncCOM128$3.07K<0.1%+107+509.5%AddedHistory
AGCOAGCO CorpCOM33$3.08K<0.1%−5−13.2%ReducedHistory
TGLSTecnoglass Holdings Inc.ORD SHS39$3.09K<0.1%+4+11.4%AddedHistory
SMTCSemtech CorpStock50$3.09K<0.1%+16+47.1%AddedHistory
AMPYAmplify Energy Corp.COM516$3.10K<0.1%+255+97.7%AddedHistory
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW52$3.11K<0.1%+52New–
BYDBoyd Gaming CorpCOM43$3.12K<0.1%00.0%UnchangedHistory
INDVIndivior Pharmaceuticals, Inc.ORD252$3.13K<0.1%00.0%UnchangedHistory
VOXXVOXX International CorpCL A425$3.14K<0.1%−5,115−92.3%ReducedHistory
EMBCEmbecta Corp.Stock152$3.14K<0.1%+9+6.3%AddedHistory
NTLAIntellia Therapeutics, Inc.COM270$3.15K<0.1%−1,477−84.5%ReducedHistory
ZEUSOlympic Steel IncCOM96$3.15K<0.1%+45+88.2%AddedHistory
ENOVEnovis CORPCOM72$3.16K<0.1%+29+67.4%AddedHistory
Alnylam Pharmaceuticals, Inc.02043QAB3NOTE 1.000% 9/13,000$3.19K<0.1%00.0%Unchanged–
AMSCAmerican Superconductor CorpStock130$3.20K<0.1%+130NewHistory
ASBAssociated Banc-CorpCOM134$3.20K<0.1%+134NewHistory
RCReady Capital CorpCOM470$3.21K<0.1%−715−60.3%ReducedHistory
BLBlackline, Inc.COM53$3.22K<0.1%+42+381.8%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF51$3.24K<0.1%+13+34.2%Added–
HTLDHeartland Express IncCOM289$3.24K<0.1%−192−39.9%ReducedHistory
VREXVarex Imaging CorpCOM223$3.25K<0.1%+223NewHistory
AVOMission Produce, Inc.COM227$3.26K<0.1%+27+13.5%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM364$3.27K<0.1%+82+29.1%AddedHistory
Townebank Portsmouth Va89214P109COM96$3.27K<0.1%+82+585.7%Added–
REVGREV Group, Inc.COM103$3.28K<0.1%+103NewHistory
BSACBanco Santander ChileSP ADR REP COM175$3.30K<0.1%+26+17.4%AddedHistory
UAAUnder Armour, Inc.Stock399$3.30K<0.1%−267−40.1%ReducedHistory
PLLPiedmont Lithium Inc.Stock379$3.31K<0.1%+379NewHistory
APLEApple Hospitality REIT, Inc.REIT216$3.32K<0.1%+138+176.9%AddedHistory
ATSGAir Transport Services Group, Inc.COM151$3.32K<0.1%+12+8.6%AddedHistory
WWayfair Inc.CL A75$3.32K<0.1%+16+27.1%AddedHistory
Carnival Corp Ltd.14365C103ADR148$3.33K<0.1%+26+21.3%Added–
ABEVAmbev S.A.SPONSORED ADR1,802$3.33K<0.1%−1,837−50.5%ReducedHistory
ASRSoutheast Airport GroupSPON ADR SER B13$3.35K<0.1%−36−73.5%ReducedHistory
Amplify ETF Tr032108664AMPLIFY CYBERSEC45$3.35K<0.1%00.0%Unchanged–
WNEBWestern New England Bancorp, Inc.COM365$3.36K<0.1%00.0%UnchangedHistory
PLOWDouglas Dynamics, IncCOM143$3.38K<0.1%+71+98.6%AddedHistory
SFLSFL Corp Ltd.SHS331$3.38K<0.1%+313+1,738.9%AddedHistory
TWSTTwist Bioscience CorpCOM73$3.39K<0.1%+18+32.7%AddedHistory
NIUNiu TechnologiesADS1,897$3.40K<0.1%+144+8.2%AddedHistory
SNSharkNinja, Inc.COM SHS35$3.41K<0.1%+14+66.7%AddedHistory
NCNOnCino, Inc.COM102$3.42K<0.1%+91+827.3%AddedHistory
LGNDLigand Pharmaceuticals IncCOM NEW32$3.43K<0.1%00.0%UnchangedHistory
VTLEVital Energy, Inc.COM111$3.43K<0.1%+85+326.9%AddedHistory
GXOGXO Logistics, Inc.Stock79$3.44K<0.1%−33−29.5%ReducedHistory
GEARRevelyst, Inc.COM SHS179$3.44K<0.1%+179NewHistory
DOOBRP Inc.COM SUN VTG68$3.46K<0.1%+6+9.7%AddedHistory
EOSEEos Energy Enterprises, Inc.COM CL A712$3.46K<0.1%00.0%UnchangedHistory
UTLUnitil CorpCOM64$3.47K<0.1%+53+481.8%AddedHistory
TGTredegar CorpCOM452$3.47K<0.1%+28+6.6%AddedHistory
AUDCAudiocodes LtdORD357$3.48K<0.1%−367−50.7%ReducedHistory
CPRICapri Holdings LtdSHS166$3.50K<0.1%+20+13.7%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.50K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P854ESG HI TLD CRP166$3.51K<0.1%00.0%Unchanged–
AMNAmn Healthcare Services IncCOM147$3.52K<0.1%+124+539.1%AddedHistory
FORMFormfactor IncCOM80$3.52K<0.1%−79−49.7%ReducedHistory
CWHCamping World Holdings, Inc.CL A167$3.52K<0.1%+17+11.3%AddedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS165$3.54K<0.1%+23+16.2%AddedHistory
SAFTSafety Insurance Group IncCOM43$3.54K<0.1%+43NewHistory
CHWYChewy, Inc.CL A106$3.55K<0.1%+26+32.5%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR238$3.56K<0.1%−73−23.5%ReducedHistory
DINDine Brands Global, Inc.COM119$3.58K<0.1%+40+50.6%AddedHistory
SLABSilicon Laboratories Inc.Stock29$3.60K<0.1%−22−43.1%ReducedHistory
KRYSKrystal Biotech, Inc.COM23$3.60K<0.1%−6−20.7%ReducedHistory
BGCBGC Group, Inc.CL A398$3.61K<0.1%+174+77.7%AddedHistory
SBGISinclair, Inc.CL A224$3.62K<0.1%+35+18.5%AddedHistory
CVGICommercial Vehicle Group, Inc.COM1,458$3.62K<0.1%+1,458NewHistory
GTESGates Industrial Corp Ltd.ORD SHS176$3.62K<0.1%+95+117.3%AddedHistory
EQCEQC Liquidating TrustCOM SH BEN INT2,051$3.63K<0.1%+1,321+181.0%AddedHistory
NIONIO Inc.ADR834$3.64K<0.1%−227−21.4%ReducedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$3.65K<0.1%00.0%Unchanged–
UHAL.BU-Haul Holding CoCOM SER N57$3.65K<0.1%−15−20.8%ReducedHistory
RUNSunrun Inc.COM396$3.66K<0.1%−1,183−74.9%ReducedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD57$3.67K<0.1%−1−1.7%Reduced–
CRVLCorvel CorpCOM33$3.67K<0.1%+15+83.3%AddedConverted for a 3-for-1 splitHistory
WEAVWeave Communications, Inc.Stock232$3.69K<0.1%+232NewHistory
AGXArgan IncStock27$3.70K<0.1%+27NewHistory
Invesco Exch Traded FD Tr II46138E230S&P INTL LOW133$3.70K<0.1%00.0%Unchanged–
GOODGladstone Commercial CorpCOM229$3.72K<0.1%+154+205.3%AddedHistory
Listed FD Tr53656F474TRUESHARES LW VO117$3.75K<0.1%00.0%Unchanged–
DOCNDigitalOcean Holdings, Inc.COM110$3.75K<0.1%+1+0.9%AddedHistory
DBCInvesco DB Commodity Index Tracking FundUNIT176$3.76K<0.1%+9+5.4%AddedHistory
WSBFWaterstone Financial, Inc.COM282$3.79K<0.1%00.0%UnchangedHistory
NFENew Fortress Energy Inc.COM CL A251$3.79K<0.1%+192+325.4%AddedHistory
AOUTAmerican Outdoor Brands, Inc.COM250$3.81K<0.1%00.0%UnchangedHistory
ATHMAutohome Inc.SP ADS RP CL A147$3.81K<0.1%+1+0.7%AddedHistory
ICFIICF International, Inc.Stock32$3.81K<0.1%+32NewHistory
UTZUtz Brands, Inc.COM CL A244$3.82K<0.1%−13−5.1%ReducedHistory
MEDMedifast IncCOM217$3.82K<0.1%−73−25.2%ReducedHistory
EGBNEagle Bancorp IncCOM147$3.83K<0.1%00.0%UnchangedHistory
JBSSSanfilippo John B & Son IncCOM44$3.83K<0.1%−39−47.0%ReducedHistory
MOMOHello Group Inc.ADS498$3.84K<0.1%+57+12.9%AddedHistory
MKTXMarketaxess Holdings IncCOM17$3.84K<0.1%+1+6.3%AddedHistory
IOSPInnospec Inc.COM35$3.85K<0.1%−45−56.3%ReducedHistory
ORCOrchid Island Capital, Inc.COM NEW495$3.85K<0.1%+495NewHistory
PRPermian Resources CorpCLASS A COM269$3.87K<0.1%+172+177.3%AddedHistory
ONCBeOne Medicines Ltd.ADR21$3.88K<0.1%−9−30.0%ReducedHistory
CWSTCasella Waste Systems IncCL A37$3.92K<0.1%00.0%UnchangedHistory
PIIPolaris Inc.Stock68$3.92K<0.1%+63+1,260.0%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