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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
CHCOCity Holding CoCOM52$6.16K<0.1%+7+15.6%AddedHistory
QLYSQualys, Inc.COM44$6.17K<0.1%−1−2.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E743RAFI DVLPD MRKTS129$6.18K<0.1%00.0%Unchanged–
PRGPROG Holdings, Inc.Stock147$6.21K<0.1%+12+8.9%AddedHistory
BLDQXO Insulation, LLCStock20$6.23K<0.1%−3−13.0%ReducedHistory
BZKanzhun LtdSPONSORED ADS452$6.24K<0.1%+209+86.0%AddedHistory
NJRNew Jersey Resources CorpStock134$6.25K<0.1%00.0%UnchangedHistory
BTGB2GOLD CorpCOM2,564$6.26K<0.1%−1,955−43.3%ReducedHistory
AMBPArdagh Metal Packaging S.A.SHS2,092$6.30K<0.1%+194+10.2%AddedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$6.33K<0.1%00.0%Unchanged–
FINVFinVolution GroupSPONSORED ADS933$6.33K<0.1%−287−23.5%ReducedHistory
AUBNAuburn National Bancorporation, IncCOM270$6.34K<0.1%00.0%UnchangedHistory
AEOAmerican Eagle Outfitters IncCOM381$6.35K<0.1%+213+126.8%AddedHistory
BKEBuckle IncCOM125$6.35K<0.1%+115+1,150.0%AddedHistory
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT117$6.37K<0.1%+117New–
Northern LTS FD Tr IV66538H179MAIN BUYWRITE458$6.38K<0.1%00.0%Unchanged–
BEBloom Energy CorpCOM CL A289$6.42K<0.1%+38+15.1%AddedHistory
WLKWestlake CorpCOM56$6.42K<0.1%+30+115.4%AddedHistory
HTGCHercules Capital, Inc.COM321$6.45K<0.1%00.0%UnchangedHistory
YEXTYext, Inc.COM1,014$6.45K<0.1%+58+6.1%AddedHistory
FLUTFlutter Entertainment plcSHS25$6.46K<0.1%00.0%UnchangedHistory
KBRKBR, Inc.COM112$6.49K<0.1%+104+1,300.0%AddedHistory
GEOGeo Group IncCOM232$6.49K<0.1%+4+1.8%AddedHistory
MSMMSC Industrial Direct Co IncCL A87$6.50K<0.1%−37−29.8%ReducedHistory
ACMAecomCOM61$6.52K<0.1%+50+454.5%AddedHistory
CLBKColumbia Financial, Inc.COM413$6.53K<0.1%+56+15.7%AddedHistory
SVMSilvercorp Metals IncCOM2,179$6.54K<0.1%+4+0.2%AddedHistory
TCPCBlackRock TCP Capital Corp.COM751$6.54K<0.1%+1+0.1%AddedHistory
CARTMaplebear Inc.COM158$6.54K<0.1%+33+26.4%AddedHistory
OISOil States International, IncCOM1,294$6.55K<0.1%−155−10.7%ReducedHistory
USOUnited States Oil Fund, LPUNITS87$6.57K<0.1%00.0%UnchangedHistory
RUSHARush Enterprises IncCL A120$6.57K<0.1%+10+9.1%AddedHistory
ONBOld National BancorpStock303$6.58K<0.1%+243+405.0%AddedHistory
COTYCoty Inc.COM CL A947$6.59K<0.1%+264+38.7%AddedHistory
PAASPan American Silver CorpStock327$6.61K<0.1%+1+0.3%AddedHistory
iShares Tr464287796U.S. ENERGY ETF145$6.61K<0.1%−71−32.9%Reduced–
FBINFortune Brands Innovations, Inc.COM97$6.63K<0.1%+54+125.6%AddedHistory
RXORXO, Inc.COMMON STOCK278$6.63K<0.1%−211−43.1%ReducedHistory
VTSVitesse Energy, Inc.COMMON STOCK266$6.65K<0.1%+179+205.7%AddedHistory
Schwab Fundamental Emerging Markets Equity ETF808524730ETF229$6.65K<0.1%+229New–
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF83$6.66K<0.1%00.0%Unchanged–
EFOREverforth IncCOM80$6.67K<0.1%+24+42.9%AddedHistory
EGYVaalco Energy IncCOM NEW1,527$6.67K<0.1%+836+121.0%AddedHistory
TKTeekay Corp LtdSHS964$6.68K<0.1%+99+11.4%AddedHistory
ORAOrmat Technologies, Inc.COM99$6.70K<0.1%+3+3.1%AddedHistory
MTXMinerals Technologies IncCOM88$6.71K<0.1%−83−48.5%ReducedHistory
PENNPENN Entertainment, Inc.COM339$6.72K<0.1%−240−41.5%ReducedHistory
SXIStandex International CorpCOM36$6.73K<0.1%+6+20.0%AddedHistory
MORNMorningstar, Inc.COM20$6.74K<0.1%+1+5.3%AddedHistory
HLHecla Mining CoCOM1,373$6.74K<0.1%−1,896−58.0%ReducedHistory
ALKTAlkami Technology, Inc.Stock184$6.75K<0.1%−39−17.5%ReducedHistory
MAGNMagnera CorpCOM SHS372$6.76K<0.1%+372NewHistory
CRSPCRISPR Therapeutics AGNAMEN AKT172$6.77K<0.1%−1,308−88.4%ReducedHistory
BOOMDMC Global Inc.COM922$6.78K<0.1%+884+2,326.3%AddedHistory
Subversive Congressional Democrats Trading ETF886364199ETF176$6.79K<0.1%+176New–
AGFirst Majestic Silver CorpCOM1,237$6.79K<0.1%00.0%UnchangedHistory
iShares Tr46435G524INTL DIV GRWTH100$6.80K<0.1%00.0%Unchanged–
BMRCBank of Marin BancorpCOM286$6.80K<0.1%00.0%UnchangedHistory
Ssga Active Tr78470P309ST STR MARKE ETF162$6.83K<0.1%+1+0.6%Added–
ALLYAlly Financial Inc.Stock191$6.88K<0.1%+16+9.1%AddedHistory
RBCRBC Bearings INCCOM23$6.88K<0.1%+9+64.3%AddedHistory
FMBHFirst Mid Bancshares, Inc.COM187$6.89K<0.1%+7+3.9%AddedHistory
STVNStevanato Group S.p.A.ORD SHS317$6.91K<0.1%+78+32.6%AddedHistory
RPAYRepay Holdings CorpCOM CL A906$6.91K<0.1%+363+66.9%AddedHistory
ARK ETF Tr00214Q302GENOMIC REV ETF294$6.92K<0.1%+73+33.0%Added–
AUBAtlantic Union Bankshares CorpCOM183$6.93K<0.1%+53+40.8%AddedHistory
HUNHuntsman CORPCOM385$6.94K<0.1%+251+187.3%AddedHistory
American Centy ETF Tr025072356REAL ESTATE ETF167$7.00K<0.1%00.0%Unchanged–
DAVAEndava plcADS227$7.01K<0.1%−2−0.9%ReducedHistory
WNCWabash National CorpCOM410$7.02K<0.1%+86+26.5%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF52$7.04K<0.1%+46+766.7%Added–
TMDXTransMedics Group, Inc.COM113$7.04K<0.1%−3−2.6%ReducedHistory
Northern LTS FD Tr IV66537J796INSPIRE 500 ETF33$7.10K<0.1%+33New–
Schwab Fundamental U.S. Large Company ETF808524771ETF300$7.10K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
VRNTVerint Systems IncCOM259$7.11K<0.1%+157+153.9%AddedHistory
RPDRapid7, Inc.COM177$7.12K<0.1%+31+21.2%AddedHistory
AFYAAfya LtdCL A COM449$7.13K<0.1%+16+3.7%AddedHistory
CVCOCavco Industries, Inc.COM16$7.14K<0.1%+3+23.1%AddedHistory
ARMArm Holdings PLCADR58$7.16K<0.1%+25+75.8%AddedHistory
CBRLCracker Barrel Old Country Store, IncCOM135$7.16K<0.1%−117−46.4%ReducedHistory
MWAMueller Water Products, Inc.COM SER A319$7.18K<0.1%+206+182.3%AddedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF194$7.19K<0.1%00.0%Unchanged–
KSSKOHLS CorpStock512$7.19K<0.1%+132+34.7%AddedHistory
DHTDHT Holdings, Inc.SHS NEW774$7.19K<0.1%+292+60.6%AddedHistory
ELSEquity Lifestyle Properties IncCOM108$7.19K<0.1%+53+96.4%AddedHistory
WDWalker & Dunlop, Inc.COM74$7.19K<0.1%−136−64.8%ReducedHistory
DXDynex Capital IncCOM569$7.20K<0.1%+569NewHistory
MBCMasterBrand, Inc.COMMON STOCK493$7.20K<0.1%−208−29.7%ReducedHistory
NWBINorthwest Bancshares, Inc.COM550$7.25K<0.1%+244+79.7%AddedHistory
MRNAModerna, Inc.Stock175$7.28K<0.1%−114−39.4%ReducedHistory
LIVNLivaNova PLCSHS158$7.32K<0.1%+39+32.8%AddedHistory
APTVAptiv PLCStock121$7.32K<0.1%−466−79.4%ReducedHistory
WTSWatts Water Technologies IncCL A36$7.32K<0.1%+17+89.5%AddedHistory
Volatility Shs Tr92864M3012X BITCOIN STRAT143$7.40K<0.1%+143New–
ACLSAxcelis Technologies IncStock106$7.41K<0.1%+6+6.0%AddedHistory
BLCOBausch & Lomb CorpCOMMON SHARES411$7.42K<0.1%−29−6.6%ReducedHistory
AINAlbany International CorpCL A93$7.44K<0.1%−58−38.4%ReducedHistory
Summit Therapeutics Inc Com86627R102Stock418$7.46K<0.1%+418New–
SRIStoneridge IncCOM1,192$7.47K<0.1%+1,192NewHistory
BCPCBalchem CorpCOM46$7.50K<0.1%+31+206.7%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