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.
- Positions
- 3,750
- +712 vs. Q3 2024
- Portfolio value
- $1.78B
- +$199.6M (+12.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NNNextnav Inc. | COMMON STOCK | 319 | $4.96K | <0.1% | +4+1.3% | Added | History |
| TNKTeekay Tankers Ltd. | CL A | 125 | $4.97K | <0.1% | +98+363.0% | Added | History |
| TDCTeradata Corp | Stock | 160 | $4.98K | <0.1% | +126+370.6% | Added | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 208 | $4.98K | <0.1% | −53−20.3% | Reduced | – |
| HAEHaemonetics Corp | COM | 64 | $5.00K | <0.1% | −3−4.5% | Reduced | History |
| DEAEasterly Government Properties, Inc. | COM | 440 | $5.00K | <0.1% | +49+12.5% | Added | History |
| REGRegency Centers Corp | COM | 68 | $5.03K | <0.1% | +19+38.8% | Added | History |
| HBNCHorizon Bancorp Inc | COM | 312 | $5.03K | <0.1% | +122+64.2% | Added | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 47 | $5.04K | <0.1% | −34−42.0% | Reduced | History |
| CKXCKX Lands, Inc. | COM | 400 | $5.04K | <0.1% | 00.0% | Unchanged | History |
| SAFESafehold Inc. | COM | 273 | $5.04K | <0.1% | −134−32.9% | Reduced | History |
| ARAntero Resources Corp | COM | 144 | $5.05K | <0.1% | +71+97.3% | Added | History |
| DSXDiana Shipping Inc. | COM | 2,582 | $5.06K | <0.1% | +1,693+190.4% | Added | History |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 139 | $5.08K | <0.1% | +139 | New | History |
| MNROMonro, Inc. | COM | 205 | $5.08K | <0.1% | +14+7.3% | Added | History |
| BHEBenchmark Electronics Inc | COM | 112 | $5.08K | <0.1% | −138−55.2% | Reduced | History |
| PYCRPaycor HCM, Inc. | COM | 274 | $5.09K | <0.1% | +257+1,511.8% | Added | History |
| NPKNational Presto Industries Inc | COM | 52 | $5.12K | <0.1% | 00.0% | Unchanged | History |
| TEXTerex Corp | Stock | 111 | $5.13K | <0.1% | +36+48.0% | Added | History |
| SONSonoco Products Co | COM | 105 | $5.13K | <0.1% | +66+169.2% | Added | History |
| PLUGPlug Power Inc | Stock | 2,417 | $5.15K | <0.1% | +420+21.0% | Added | History |
| IONQIonQ, Inc. | COM | 124 | $5.18K | <0.1% | −169−57.7% | Reduced | History |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 74 | $5.20K | <0.1% | +16+27.6% | Added | History |
| KREFKKR Real Estate Finance Trust Inc. | COM | 515 | $5.20K | <0.1% | +69+15.5% | Added | History |
| STAGSTAG Industrial, Inc. | COM | 154 | $5.21K | <0.1% | +154 | New | History |
| CCSCentury Communities, Inc. | COM | 71 | $5.21K | <0.1% | +19+36.5% | Added | History |
| TRMKTrustmark Corp | COM | 148 | $5.24K | <0.1% | +125+543.5% | Added | History |
| CMRCCommerce.com, Inc. | COM SER 1 | 857 | $5.25K | <0.1% | +175+25.7% | Added | History |
| WULFTerawulf Inc. | COM | 927 | $5.25K | <0.1% | +218+30.7% | Added | History |
| CNSCohen & Steers, Inc. | COM | 57 | $5.26K | <0.1% | +46+418.2% | Added | History |
| PUMPProPetro Holding Corp. | COM | 565 | $5.27K | <0.1% | −475−45.7% | Reduced | History |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 35 | $5.29K | <0.1% | +35 | New | – |
| VRTSVirtus Investment Partners, Inc. | COM | 24 | $5.29K | <0.1% | +5+26.3% | Added | History |
| iShares Tr464288489 | INTL DEV RE ETF | 275 | $5.31K | <0.1% | 00.0% | Unchanged | – |
| KOPKoppers Holdings Inc. | COM | 164 | $5.31K | <0.1% | +3+1.9% | Added | History |
| Innovator ETFs Trust45783Y848 | US EQTY ACCELRT9 | 176 | $5.31K | <0.1% | 00.0% | Unchanged | – |
| INNSummit Hotel Properties, Inc. | COM | 776 | $5.32K | <0.1% | −593−43.3% | Reduced | History |
| WisdomTree Tr97717W851 | JAPN HEDGE EQT | 49 | $5.35K | <0.1% | +2+4.3% | Added | – |
| APGAPi Group Corp | COM STK | 149 | $5.36K | <0.1% | +45+43.3% | Added | History |
| ENSEnerSys | COM | 58 | $5.36K | <0.1% | +58 | New | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 212 | $5.37K | <0.1% | +181+583.9% | Added | – |
| AZTAAzenta, Inc. | COM | 108 | $5.40K | <0.1% | −26−19.4% | Reduced | History |
| KRNYKearny Financial Corp. | COM | 764 | $5.41K | <0.1% | +172+29.1% | Added | History |
| Global X FDS37954Y368 | S&P EX US ETF | 180 | $5.41K | <0.1% | +180 | New | – |
| YELPYelp Inc | CL A | 140 | $5.42K | <0.1% | +80+133.3% | Added | History |
| NOGNorthern Oil & Gas, Inc. | COM | 146 | $5.42K | <0.1% | −124−45.9% | Reduced | History |
| CCChemours Co | Stock | 321 | $5.43K | <0.1% | +30+10.3% | Added | History |
| GMSGMS Inc. | COM | 64 | $5.43K | <0.1% | −46−41.8% | Reduced | History |
| ESTCElastic N.V. | ORD SHS | 55 | $5.45K | <0.1% | +5+10.0% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 33 | $5.47K | <0.1% | −19−36.5% | Reduced | History |
| GNLGlobal Net Lease, Inc. | COM NEW | 750 | $5.47K | <0.1% | −181−19.4% | Reduced | History |
| FISIFinancial Institutions Inc | COM | 201 | $5.49K | <0.1% | −304−60.2% | Reduced | History |
| SNBRQSleep Number Corp | COM | 360 | $5.49K | <0.1% | +60+20.0% | Added | History |
| WAVEEco Wave Power Global AB (publ) | SPONSORED ADS | 501 | $5.51K | <0.1% | +501 | New | History |
| SPDR Series Trust78464A516 | ST INTL BBG ETF | 258 | $5.53K | <0.1% | 00.0% | Unchanged | – |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 66 | $5.55K | <0.1% | +66 | New | – |
| MDGLMadrigal Pharmaceuticals, Inc. | COM | 18 | $5.55K | <0.1% | −1−5.3% | Reduced | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 185 | $5.56K | <0.1% | 00.0% | Unchanged | – |
| EDREndeavor Group Holdings, Inc. | CL A COM | 179 | $5.60K | <0.1% | −11−5.8% | Reduced | History |
| LRNStride, Inc. | COM | 54 | $5.61K | <0.1% | −4−6.9% | Reduced | History |
| iShares Tr464288794 | US BR DEL SE ETF | 39 | $5.62K | <0.1% | 00.0% | Unchanged | – |
| PMTPennyMac Mortgage Investment Trust | COM | 447 | $5.63K | <0.1% | +84+23.1% | Added | History |
| OIIOceaneering International Inc | Stock | 216 | $5.63K | <0.1% | +75+53.2% | Added | History |
| KLICKulicke & Soffa Industries Inc | COM | 121 | $5.65K | <0.1% | +107+764.3% | Added | History |
| PTVEPactiv Evergreen Inc. | COM | 325 | $5.68K | <0.1% | −48−12.9% | Reduced | History |
| SPRSpirit AeroSystems Holdings, Inc. | COM CL A | 167 | $5.69K | <0.1% | −11−6.2% | Reduced | History |
| OMABCentral North Airport Group | SPON ADR | 83 | $5.70K | <0.1% | −300−78.3% | Reduced | History |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 64 | $5.72K | <0.1% | −50−43.9% | Reduced | – |
| SFStifel Financial Corp | COM | 54 | $5.73K | <0.1% | +29+116.0% | Added | History |
| OPCHOption Care Health, Inc. | COM NEW | 247 | $5.73K | <0.1% | +207+517.5% | Added | History |
| VRRMVerra Mobility Corp | CL A COM STK | 238 | $5.75K | <0.1% | +79+49.7% | Added | History |
| OUTOUTFRONT Media Inc. | COM | 325 | $5.76K | <0.1% | −48−12.9% | Reduced | History |
| MEIMethode Electronics Inc | COM | 491 | $5.79K | <0.1% | +268+120.2% | Added | History |
| AQNAlgonquin Power & Utilities Corp. | COM | 1,310 | $5.83K | <0.1% | −10,191−88.6% | Reduced | History |
| PFSProvident Financial Services Inc | COM | 309 | $5.83K | <0.1% | +53+20.7% | Added | History |
| PIMCO ETF Tr72201R619 | PREFERRED AND CP | 117 | $5.88K | <0.1% | 00.0% | Unchanged | – |
| CNMCore & Main, Inc. | CL A | 116 | $5.91K | <0.1% | +77+197.4% | Added | History |
| EVHEvolent Health, Inc. | CL A | 525 | $5.91K | <0.1% | −10−1.9% | Reduced | History |
| VITLVital Farms, Inc. | COM | 157 | $5.92K | <0.1% | +143+1,021.4% | Added | History |
| Tidal ETF Tr886364181 | UNUSUAL WHALE SU | 190 | $5.96K | <0.1% | +190 | New | – |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 5 | $5.97K | <0.1% | −2−28.6% | Reduced | History |
| FLFoot Locker, Inc. | COM | 275 | $5.98K | <0.1% | −167−37.8% | Reduced | History |
| EXTRExtreme Networks Inc | COM | 358 | $5.99K | <0.1% | +31+9.5% | Added | History |
| Global X FDS37954Y293 | GLB X MLP ENRG I | 99 | $6.00K | <0.1% | +99 | New | – |
| CMPCompass Minerals International Inc | Stock | 533 | $6.00K | <0.1% | +198+59.1% | Added | History |
| IAGIamgold Corp | COM | 1,165 | $6.01K | <0.1% | +662+131.6% | Added | History |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 415 | $6.01K | <0.1% | +10+2.5% | Added | History |
| iShares Tr46435G326 | CORE MSCI INTL | 93 | $6.02K | <0.1% | +3+3.3% | Added | – |
| Alps ETF Tr00162Q452 | ALERIAN MLP | 125 | $6.02K | <0.1% | 00.0% | Unchanged | – |
| IPIIntrepid Potash, Inc. | COM | 275 | $6.03K | <0.1% | 00.0% | Unchanged | History |
| DNLIDenali Therapeutics Inc. | COM | 296 | $6.03K | <0.1% | −21−6.6% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 181 | $6.05K | <0.1% | −4,361−96.0% | Reduced | History |
| Listed FD Tr53656F789 | ROUNDHILL SPORTS | 320 | $6.06K | <0.1% | 00.0% | Unchanged | – |
| FRFirst Industrial Realty Trust Inc | COM | 121 | $6.07K | <0.1% | +121 | New | History |
| First Tr Exchange Traded FD33738R878 | DORSEY WRIGHT | 166 | $6.07K | <0.1% | 00.0% | Unchanged | – |
| WGOWinnebago Industries Inc | COM | 127 | $6.07K | <0.1% | −122−49.0% | Reduced | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 146 | $6.10K | <0.1% | +25+20.7% | Added | History |
| GPRKGeoPark Ltd | USD SHS | 658 | $6.10K | <0.1% | +543+472.2% | Added | History |
| Kraneshares Tr500767645 | KFA VAL LIN DYNM | 243 | $6.14K | <0.1% | 00.0% | Unchanged | – |
| Fidelity Covington Trust316092113 | ENHANCED LARGE | 187 | $6.16K | <0.1% | +187 | New | – |
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.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464287275 | GBL COMM SVC ETF | 29,130 | $2.74M | 0.2% | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 7,626 | $410.8K | <0.1% | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 9,408 | $148.8K | <0.1% | History |
| SWNSouthwestern Energy Co | COM | 11,792 | $83.8K | <0.1% | History |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 2,500 | $82.9K | <0.1% | History |
| MROMarathon Oil Corp | COM | 2,915 | $77.6K | <0.1% | History |
| ORANYOrange | SPONSORED ADR | 6,595 | $75.7K | <0.1% | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,809 | $68.7K | <0.1% | – |
| DSLDoubleLine Income Solutions Fund | COM | 4,000 | $51.9K | <0.1% | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 1,210 | $48.1K | <0.1% | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 974 | $46.7K | <0.1% | – |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 4,149 | $46.4K | <0.1% | History |
| iShares Tr464288851 | US OIL GS EX ETF | 450 | $41.2K | <0.1% | – |
| SRTAStrata Critical Medical, Inc. | CL A COM | 12,000 | $35.3K | <0.1% | History |
| AGRAvangrid, Inc. | COM | 910 | $32.6K | <0.1% | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 729 | $28.1K | <0.1% | – |
| PRMWPrimo Water Corp | COM | 1,022 | $25.8K | <0.1% | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 550 | $24.2K | <0.1% | – |
| SRCLStericycle Inc | COM | 329 | $20.1K | <0.1% | History |
| VGRVector Group Ltd | COM | 1,345 | $20.1K | <0.1% | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 400 | $18.6K | <0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 171 | $17.9K | <0.1% | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 400 | $17.3K | <0.1% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 400 | $15.8K | <0.1% | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 333 | $15.8K | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 293 | $15.7K | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 255 | $15.7K | <0.1% | History |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 541 | $15.3K | <0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 2,044 | $15.1K | <0.1% | – |
| ENVEnvestnet, Inc. | COM | 240 | $15.0K | <0.1% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 648 | $14.2K | <0.1% | – |
| SQSPSquarespace, Inc. | CLASS A | 306 | $14.2K | <0.1% | History |
| Greenbrier Cos Inc393657AM3 | NOTE 2.875% 4/1 | 12,000 | $13.2K | <0.1% | – |
| Akamai Technologies Inc00971TAL5 | NOTE 0.375% 9/0 | 12,000 | $12.4K | <0.1% | – |
| Lci Inds501812AB7 | NOTE 1.125% 5/1 | 12,000 | $12.1K | <0.1% | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 301 | $11.3K | <0.1% | – |
| ASTHAstrana Health, Inc. | COM NEW | 188 | $10.9K | <0.1% | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 300 | $10.8K | <0.1% | – |
| Ford MTR Co Del345370CZ1 | NOTE 3/1 | 11,000 | $10.8K | <0.1% | – |
| INSTInstructure Holdings, Inc. | COM | 451 | $10.6K | <0.1% | History |
| SHOSunstone Hotel Investors, Inc. | COM | 858 | $8.86K | <0.1% | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 177 | $8.22K | <0.1% | – |
| PLPlanet Labs PBC | COM CL A | 3,500 | $7.80K | <0.1% | History |
| TWITitan International Inc | COM | 902 | $7.33K | <0.1% | History |
| PRFTPerficient Inc | COM | 93 | $7.02K | <0.1% | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 2,000 | $6.72K | <0.1% | – |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | 7,000 | $6.65K | <0.1% | – |
| RMRRMR Group Inc. | CL A | 259 | $6.57K | <0.1% | History |
| PKSTPeakstone Realty Trust | Common Stock | 476 | $6.49K | <0.1% | History |
| THRMGentherm Inc | COM | 135 | $6.28K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 100 | $6.06K | <0.1% | History |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 117 | $5.93K | <0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 150 | $5.89K | <0.1% | – |
| John Bean Technologies Corp477839AB0 | NOTE 0.250% 5/1 | 6,000 | $5.62K | <0.1% | – |
| IMCRImmunocore Holdings plc | ADS | 167 | $5.20K | <0.1% | History |
| VSTOVista Outdoor Inc. | COM | 124 | $4.86K | <0.1% | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 173 | $4.51K | <0.1% | – |
| AXNXAxonics, Inc. | COM | 63 | $4.38K | <0.1% | History |
| LANDGladstone Land Corp | COM | 296 | $4.11K | <0.1% | History |
| Series Portfolios Tr81752T510 | UNUSUAL WHLS DEM | 104 | $3.89K | <0.1% | – |
| Series Portfolios Tr81752T494 | UNUSUAL WHALES | 117 | $3.67K | <0.1% | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 96 | $3.37K | <0.1% | – |
| PWSCPowerschool Holdings, Inc. | COM CL A | 138 | $3.15K | <0.1% | History |
| TWKSThoughtworks Holding, Inc. | COM | 706 | $3.12K | <0.1% | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 341 | $2.97K | <0.1% | History |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 55 | $2.86K | <0.1% | – |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 212 | $2.80K | <0.1% | History |
| MYEMyers Industries Inc | COM | 183 | $2.53K | <0.1% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 627 | $2.46K | <0.1% | History |
| Investment Managers Ser Tr I46144X628 | AXS SHORT INNOV | 85 | $2.21K | <0.1% | – |
| FORRForrester Research, Inc. | COM | 100 | $1.80K | <0.1% | History |
| Exscientia PLC30223G102 | ADS | 342 | $1.67K | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 19 | $1.58K | <0.1% | History |
| NNOXNano-X Imaging Ltd. | ORD SHS | 233 | $1.42K | <0.1% | History |
| NOAHNoah Holdings Ltd | SPON ADS | 112 | $1.38K | <0.1% | History |
| Innovator ETFs Tr45782C235 | INVATR 20 PLS 9 | 57 | $1.20K | <0.1% | – |
| HAYNHaynes International Inc | COM NEW | 20 | $1.19K | <0.1% | History |
| EVAEnviva, LLC | COM | 2,851 | $1.15K | <0.1% | History |
| ODPODP Corp | COM | 38 | $1.13K | <0.1% | History |
| Jacob FDS Inc469785703 | FORWARD ETF | 100 | $1.08K | <0.1% | – |
| CHUYChuy's Holdings, Inc. | COM | 26 | $972 | <0.1% | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 46 | $940 | <0.1% | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 32 | $921 | <0.1% | History |
| PDSPrecision Drilling Corp | COM NEW | 12 | $740 | <0.1% | History |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 2,000 | $663 | <0.1% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 695 | $562 | <0.1% | History |
| Curevac N VN2451R105 | COM | 181 | $532 | <0.1% | – |
| NVEENV5 Global, Inc. | COM | 5 | $467 | <0.1% | History |
| LEGHLegacy Housing Corp | COM | 17 | $465 | <0.1% | History |
| RCMR1 RCM Inc. | COM | 32 | $453 | <0.1% | History |
| CMTGClaros Mortgage Trust, Inc. | COMMON STOCK | 55 | $412 | <0.1% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 28 | $351 | <0.1% | History |
| RILYBRC Group Holdings, Inc. | COM | 55 | $289 | <0.1% | History |
| GRNBarclays Bank PLC | ETN 49 | 10 | $260 | <0.1% | History |
| ACHAccendra Health Inc | Stock | 16 | $251 | <0.1% | History |
| RENTRent the Runway, Inc. | CL A NEW | 26 | $251 | <0.1% | History |
| AVIRAtea Pharmaceuticals, Inc. | COM | 69 | $231 | <0.1% | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3 | $138 | <0.1% | – |
| CURICuriosityStream Inc. | COM CL A | 54 | $103 | <0.1% | History |
| EHTHeHealth, Inc. | COM | 20 | $82 | <0.1% | History |