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 |
|---|---|---|---|---|---|---|---|
| Pgim ETF Tr69344A206 | ACTV HY BD ETF | 216 | $7.50K | <0.1% | +216 | New | – |
| WDFCWD 40 Co | COM | 31 | $7.52K | <0.1% | +5+19.2% | Added | History |
| WisdomTree Tr97717W802 | ITL HIGH DIV FD | 200 | $7.56K | <0.1% | 00.0% | Unchanged | – |
| SHOOSteven Madden, Ltd. | COM | 178 | $7.57K | <0.1% | +35+24.5% | Added | History |
| TWTradeweb Markets Inc. | Stock | 58 | $7.59K | <0.1% | +32+123.1% | Added | History |
| LTHLife Time Group Holdings, Inc. | COMMON STOCK | 344 | $7.61K | <0.1% | +30+9.6% | Added | History |
| RIGTransocean Ltd. | REGISTERED SHS | 2,032 | $7.62K | <0.1% | +1,037+104.2% | Added | History |
| Nushares ETF Tr67092P508 | NUVEEN ESG MIDVL | 219 | $7.62K | <0.1% | +219 | New | – |
| JOYYJOYY Inc. | ADS REPSTG COM A | 183 | $7.66K | <0.1% | +14+8.3% | Added | History |
| Global X Lithium & Battery Tech ETF37954Y855 | ETF | 188 | $7.67K | <0.1% | +188 | New | – |
| ABMAbm Industries Inc | COM | 150 | $7.68K | <0.1% | −23−13.3% | Reduced | History |
| MCIBarings Corporate Investors | COM | 377 | $7.68K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exch Traded FD III33739P103 | LNG/SHT EQUITY | 117 | $7.70K | <0.1% | 00.0% | Unchanged | – |
| iShares Inc464286632 | MSCI ISRAEL ETF | 100 | $7.71K | <0.1% | 00.0% | Unchanged | – |
| BCBPBCB Bancorp Inc | COM | 659 | $7.80K | <0.1% | +34+5.4% | Added | History |
| iShares Tr464287515 | EXPANDED TECH | 78 | $7.81K | <0.1% | +28+56.0% | Added | – |
| GFSGLOBALFOUNDRIES Inc. | Stock | 182 | $7.81K | <0.1% | +156+600.0% | Added | History |
| HCMHUTCHMED (China) Ltd | SPONSORED ADS | 542 | $7.81K | <0.1% | −221−29.0% | Reduced | History |
| TXTernium S.A. | SPONSORED ADS | 269 | $7.82K | <0.1% | −640−70.4% | Reduced | History |
| FETForum Energy Technologies, Inc. | COM | 506 | $7.84K | <0.1% | −402−44.3% | Reduced | History |
| KCKingsoft Cloud Holdings Ltd | ADS | 750 | $7.87K | <0.1% | +178+31.1% | Added | History |
| OMCLOmnicell, Inc. | COM | 177 | $7.88K | <0.1% | −6−3.3% | Reduced | History |
| GBCIGlacier Bancorp, Inc. | COM | 157 | $7.88K | <0.1% | −29−15.6% | Reduced | History |
| RTORentokil Initial PLC | SPONSORED ADR | 312 | $7.90K | <0.1% | +17+5.8% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 80 | $7.91K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288307 | MRGSTR MD CP GRW | 105 | $7.93K | <0.1% | 00.0% | Unchanged | – |
| VSHVishay Intertechnology Inc | COM | 469 | $7.94K | <0.1% | +240+104.8% | Added | History |
| LPGDorian LPG Ltd. | SHS USD | 326 | $7.94K | <0.1% | +182+126.4% | Added | History |
| GEFGreif, Inc | CL A | 130 | $7.95K | <0.1% | 00.0% | Unchanged | History |
| PFGCPerformance Food Group Co | COM | 94 | $7.95K | <0.1% | −4−4.1% | Reduced | History |
| TMHCTaylor Morrison Home Corp | COM | 130 | $7.96K | <0.1% | −176−57.5% | Reduced | History |
| TFPMTriple Flag Precious Metals Corp. | Stock | 530 | $7.97K | <0.1% | +340+178.9% | Added | History |
| MPMP Materials Corp. | COM CL A | 511 | $7.97K | <0.1% | +9+1.8% | Added | History |
| UAUnder Armour, Inc. | CL C | 1,070 | $7.98K | <0.1% | −112−9.5% | Reduced | History |
| SASRSandy Spring Bancorp Inc | COM | 237 | $7.99K | <0.1% | +14+6.3% | Added | History |
| TECHBIO-TECHNE Corp | COM | 111 | $8.00K | <0.1% | −102−47.9% | Reduced | History |
| RRCRange Resources Corp | COM | 223 | $8.01K | <0.1% | −34−13.2% | Reduced | History |
| Invesco Actively Managed Exc46090A101 | ACTIVE US REAL | 89 | $8.02K | <0.1% | 00.0% | Unchanged | – |
| INDBIndependent Bank Corp | COM | 125 | $8.02K | <0.1% | +36+40.4% | Added | History |
| PUKPrudential PLC | ADR | 504 | $8.03K | <0.1% | −689−57.8% | Reduced | History |
| Innovator ETFs Trust45782C391 | US EQTY BUFR MAR | 175 | $8.07K | <0.1% | +25+16.7% | Added | – |
| DBRGDigitalBridge Group, Inc. | CL A NEW | 717 | $8.09K | <0.1% | −34−4.5% | Reduced | History |
| iShares Tr464289446 | RUS TOP 200 ETF | 56 | $8.10K | <0.1% | 00.0% | Unchanged | – |
| UVVUniversal Corp | COM | 148 | $8.12K | <0.1% | +12+8.8% | Added | History |
| Nushares ETF Tr67092P409 | NUVEEN ESG MIDCP | 172 | $8.15K | <0.1% | +172 | New | – |
| ADMAAdma Biologics, Inc. | COM | 476 | $8.16K | <0.1% | +255+115.4% | Added | History |
| CENXCentury Aluminum Co | COM | 450 | $8.20K | <0.1% | −53−10.5% | Reduced | History |
| TTEKTetra Tech Inc | COM | 206 | $8.21K | <0.1% | +11+5.6% | Added | History |
| AWRAmerican States Water Co | COM | 106 | $8.24K | <0.1% | +55+107.8% | Added | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 142 | $8.26K | <0.1% | +35+32.7% | Added | – |
| SSRMSSR Mining Inc. | Stock | 1,183 | $8.26K | <0.1% | −1,221−50.8% | Reduced | History |
| iShares Tr46435U366 | SELF DRIVNG EV | 283 | $8.27K | <0.1% | 00.0% | Unchanged | – |
| FSVFirstService Corp | COM | 46 | $8.33K | <0.1% | +14+43.8% | Added | History |
| POWIPower Integrations Inc | COM | 135 | $8.33K | <0.1% | +28+26.2% | Added | History |
| PPBIPacific Premier Bancorp Inc | COM | 335 | $8.35K | <0.1% | −411−55.1% | Reduced | History |
| FNFabrinet | SHS | 38 | $8.36K | <0.1% | +9+31.0% | Added | History |
| AZEKAZEK Co Inc. | CL A | 176 | $8.36K | <0.1% | +115+188.5% | Added | History |
| American Centy ETF Tr025072182 | AVANTIS MODERAT | 144 | $8.36K | <0.1% | +36+33.3% | Added | – |
| SITMSITIME Corp | COM | 39 | $8.37K | <0.1% | +6+18.2% | Added | History |
| VIRTVirtu Financial, Inc. | CL A | 235 | $8.38K | <0.1% | +149+173.3% | Added | History |
| KOSKosmos Energy Ltd. | COM | 2,462 | $8.42K | <0.1% | +817+49.7% | Added | History |
| HLNEHamilton Lane INC | CL A | 57 | $8.44K | <0.1% | +4+7.5% | Added | History |
| AEISAdvanced Energy Industries Inc | COM | 73 | $8.45K | <0.1% | +11+17.7% | Added | History |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 786 | $8.46K | <0.1% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 135 | $8.46K | <0.1% | +90+200.0% | Added | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 99 | $8.50K | <0.1% | 00.0% | Unchanged | – |
| WSFSWSFS Financial Corp | COM | 160 | $8.50K | <0.1% | −167−51.1% | Reduced | History |
| VCVisteon Corp | COM NEW | 96 | $8.52K | <0.1% | +58+152.6% | Added | History |
| WHWyndham Hotels & Resorts, Inc. | COM | 85 | $8.52K | <0.1% | +10+13.3% | Added | History |
| SSentinelOne, Inc. | CL A | 385 | $8.55K | <0.1% | +222+136.2% | Added | History |
| PLURPluri Inc. | COM | 2,000 | $8.55K | <0.1% | 00.0% | Unchanged | History |
| FWRDForward Air Corp | COM | 266 | $8.58K | <0.1% | +4+1.5% | Added | History |
| CNXCNX Resources Corp | COM | 234 | $8.58K | <0.1% | +18+8.3% | Added | History |
| RGPResources Connection, Inc. | COM | 1,008 | $8.60K | <0.1% | +1,008 | New | History |
| Invesco Exch Traded FD Tr II46138E610 | KBW HIG DV YLD | 590 | $8.65K | <0.1% | 00.0% | Unchanged | – |
| SWXSouthwest Gas Holdings, Inc. | COM | 123 | $8.70K | <0.1% | +9+7.9% | Added | History |
| ACTEnact Holdings, Inc. | COM | 269 | $8.71K | <0.1% | −292−52.0% | Reduced | History |
| MTTRMatterport, Inc. | COM CL A | 1,839 | $8.72K | <0.1% | −385−17.3% | Reduced | History |
| NCZVirtus Convertible & Income Fund II | COM | 2,800 | $8.76K | <0.1% | 00.0% | Unchanged | History |
| CCKCrown Holdings, Inc. | COM | 106 | $8.77K | <0.1% | −1−0.9% | Reduced | History |
| Invesco Exchange Traded FD T46137V464 | S&P MDCP MOMNTUM | 71 | $8.77K | <0.1% | +71 | New | – |
| Direxion Shs ETF Tr25490K323 | SP BIOTCH BL NEW | 98 | $8.82K | <0.1% | +98 | New | – |
| HCSGHealthcare Services Group Inc | COM | 761 | $8.84K | <0.1% | −314−29.2% | Reduced | History |
| ASCArdmore Shipping Corp | COM | 728 | $8.85K | <0.1% | +549+306.7% | Added | History |
| OPLNOPENLANE, Inc. | COM | 446 | $8.85K | <0.1% | −99−18.2% | Reduced | History |
| LAZLazard, Inc. | COM | 172 | $8.86K | <0.1% | +107+164.6% | Added | History |
| Direxion Shs ETF Tr25459W102 | DLY TECH BULL 3X | 98 | $8.87K | <0.1% | +98 | New | – |
| ITGRInteger Holdings Corp | COM | 67 | $8.88K | <0.1% | −7−9.5% | Reduced | History |
| HLLYHolley Inc. | COM | 2,940 | $8.88K | <0.1% | 00.0% | Unchanged | History |
| AIRAar Corp | Stock | 145 | $8.89K | <0.1% | +3+2.1% | Added | History |
| PTENPatterson Uti Energy Inc | COM | 1,076 | $8.89K | <0.1% | −42−3.8% | Reduced | History |
| SEI Exchange Traded Funds81589A106 | QIM US LRG CAP Q | 254 | $8.89K | <0.1% | +1+0.4% | Added | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 373 | $8.90K | <0.1% | 00.0% | Unchanged | – |
| MTRNMATERION Corp | COM | 90 | $8.90K | <0.1% | −74−45.1% | Reduced | History |
| MDPediatrix Medical Group, Inc. | COM | 683 | $8.96K | <0.1% | +100+17.2% | Added | History |
| FRSHFreshworks Inc. | Stock | 555 | $8.97K | <0.1% | +265+91.4% | Added | History |
| TKRTimken Co | COM | 126 | $8.99K | <0.1% | −22−14.9% | Reduced | History |
| COLLCollegium Pharmaceutical, Inc | COM | 314 | $9.00K | <0.1% | +37+13.4% | Added | History |
| JLSNuveen Mortgage & Income Fund | COM | 500 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| ESGREnstar Group LTD | SHS | 28 | $9.02K | <0.1% | +20+250.0% | Added | History |
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 |