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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
AIVApartment Investment & Management CoCL A5$45<0.1%+5NewHistory
ELVNEnliven Therapeutics, Inc.COM2$45<0.1%+2NewHistory
LOCOEl Pollo Loco Holdings, Inc.COM4$46<0.1%+4NewHistory
REAXReal REMAX Group Inc.COM NEW10$46<0.1%+10NewHistory
XNCRXencor IncCOM2$46<0.1%+2NewHistory
VSTMVerastem, Inc.COM NEW9$47<0.1%+9NewHistory
BMEABiomea Fusion, Inc.COM12$47<0.1%+12NewHistory
LQDALiquidia CorpCOM NEW4$47<0.1%+4NewHistory
LVWRLiveWire Group, Inc.COM10$48<0.1%+10NewHistory
UPWKUpwork, IncCOM3$49<0.1%+3NewHistory
HOWLWerewolf Therapeutics, Inc.COM33$49<0.1%+33NewHistory
HRTXHeron Therapeutics, Inc.COM33$50<0.1%+33NewHistory
ISPRIspire Technology Inc.COM10$50<0.1%+10NewHistory
DNUTKrispy Kreme, Inc.COM5$50<0.1%+5NewHistory
AKYAAkoya Biosciences, Inc.COM22$50<0.1%+22NewHistory
COOKTraeger, Inc.COMMON STOCK21$50<0.1%+21NewHistory
NKLANikola CorpCOM NEW42$50<0.1%00.0%UnchangedHistory
UTIUniversal Technical Institute IncCOM2$51<0.1%+2NewHistory
ANNXAnnexon, Inc.COM10$51<0.1%+10NewHistory
SPRYARS Pharmaceuticals, Inc.COM5$53<0.1%+5NewHistory
NAGENiagen Bioscience, Inc.COM NEW10$53<0.1%+10NewHistory
PKOHPark Ohio Holdings CorpCOM2$53<0.1%+2NewHistory
ASPIASP Isotopes Inc.COM12$54<0.1%+12NewHistory
FLXSFlexsteel Industries IncCOM1$54<0.1%+1NewHistory
HIPOHippo Holdings Inc.COM NEW2$54<0.1%+2NewHistory
XPOFXponential Fitness, Inc.COM CL A4$54<0.1%+4NewHistory
SMLRSemler Scientific, Inc.COM1$54<0.1%+1NewHistory
GOCOGoHealth, Inc.CL A NEW4$54<0.1%−1−20.0%ReducedHistory
ZIMVZimVie Inc.Stock4$56<0.1%00.0%UnchangedHistory
SMBCSouthern Missouri Bancorp, Inc.COM1$57<0.1%+1NewHistory
GALTGalectin Therapeutics IncCOM NEW46$59<0.1%+46NewHistory
DNAGinkgo Bioworks Holdings, Inc.CL A NEW6$59<0.1%+6NewHistory
GSBCGreat Southern Bancorp, Inc.COM1$60<0.1%+1NewHistory
PRPLPurple Innovation, Inc.COM77$60<0.1%+77NewHistory
SKYHSky Harbour Group CorpCOM CL A5$60<0.1%+5NewHistory
KURAKura Oncology, Inc.COM7$61<0.1%+7NewHistory
DRHDiamondRock Hospitality CoCOM7$63<0.1%−599−98.8%ReducedHistory
SHBIShore Bancshares IncCOM4$63<0.1%+4NewHistory
PROKProkidney Corp.COMMON STOCK37$63<0.1%+37NewHistory
PAYPaymentus Holdings, Inc.Stock2$65<0.1%+2NewHistory
LBTYKLiberty Global Ltd.COM CL C5$66<0.1%−64−92.8%ReducedHistory
RYAMRayonier Advanced Materials Inc.COM8$66<0.1%+8NewHistory
HROWHarrow, Inc.COM2$67<0.1%+2NewHistory
HBBHamilton Beach Brands Holding CoCOM CL A4$67<0.1%+4NewHistory
NTICNorthern Technologies International CorpCOM5$67<0.1%+5NewHistory
Paramount Global92556H107CL A3$67<0.1%+3New–
CPSCooper-Standard Holdings Inc.COM5$68<0.1%+5NewHistory
DLOdLocal LtdCLASS A COM6$68<0.1%00.0%UnchangedHistory
RXTRackspace Technology, Inc.COM31$69<0.1%+31NewHistory
SGHTSight Sciences, Inc.COM19$69<0.1%+19NewHistory
QSIQuantum-Si IncCOM CL A26$70<0.1%+26NewHistory
DYNDyne Therapeutics, Inc.COM3$71<0.1%+3NewHistory
ONTFON24 Inc.COM11$71<0.1%+11NewHistory
RNSTRenasant CorpCOM2$72<0.1%+2NewHistory
MGNXMacrogenics IncCOM22$72<0.1%+22NewHistory
RDVTRed Violet, Inc.COM2$72<0.1%+2NewHistory
AOSLAlpha & Omega Semiconductor LtdSHS2$74<0.1%+2NewHistory
QTRXQuanterix CorpCOM7$74<0.1%+7NewHistory
ALDXAldeyra Therapeutics, Inc.COM15$75<0.1%+15NewHistory
ALTIAlTi Global, Inc.CL A17$75<0.1%+17NewHistory
DBIDesigner Brands Inc.CL A14$75<0.1%+14NewHistory
SPDR Series Trust78464A334SST SPDR BLOOMBE3$76<0.1%+3New–
IDYAIDEAYA Biosciences, Inc.COM3$77<0.1%−11−78.6%ReducedHistory
ALRSAlerus Financial CorpCOM4$77<0.1%+4NewHistory
GERNGeron CorpCOM22$78<0.1%+22NewHistory
CURVTorrid Holdings Inc.COM15$78<0.1%+15NewHistory
CUTRCutera IncCOM222$78<0.1%00.0%UnchangedHistory
GBIOGeneration Bio Co.COM75$80<0.1%+75NewHistory
OESXOrion Energy Systems, Inc.COM100$80<0.1%00.0%UnchangedHistory
TBHCBrand House Collective, Inc.COM50$81<0.1%00.0%UnchangedHistory
DCHDauch CorpCOM14$82<0.1%+14NewHistory
AXGNAxogen, Inc.COM5$82<0.1%+5NewHistory
Starz Entertainment Corp535919500CL B NON VTG11$83<0.1%+11New–
BVSBioventus Inc.COM CL A8$84<0.1%+8NewHistory
SWIMLatham Group, Inc.COM12$84<0.1%+12NewHistory
MRUSMerus N.V.COM2$84<0.1%+2NewHistory
CXCemex SAB de CVSPON ADR NEW15$85<0.1%−372−96.1%ReducedHistory
URGNUroGen Pharma Ltd.COM8$85<0.1%+8NewHistory
HTHHilltop Holdings Inc.COM3$86<0.1%+3NewHistory
ALTAltimmune, Inc.COM NEW12$87<0.1%+12NewHistory
RDNWRideNow Group, Inc.COM CL B16$87<0.1%+16NewHistory
FMAOFarmers & Merchants Bancorp IncCOM3$88<0.1%+3NewHistory
MLPMaui Land & Pineapple Co IncCOM4$88<0.1%+4NewHistory
DFTXDefinium Therapeutics, Inc.Stock13$90<0.1%+13NewHistory
MAXMediaAlpha, Inc.CL A8$90<0.1%+8NewHistory
Victory Portfolios II92647N782VCSHS US 500 ENH1$91<0.1%00.0%Unchanged–
KRUSKura Sushi USA, Inc.CL A COM1$91<0.1%+1NewHistory
HCKTHackett Group, Inc.COM3$92<0.1%00.0%UnchangedHistory
ACHVAchieve Life Sciences, Inc.COM26$92<0.1%+26NewHistory
INBXInhibrx Biosciences, Inc.COM6$92<0.1%00.0%UnchangedHistory
GCTGigaCloud Technology IncStock5$93<0.1%+5NewHistory
NEXTNextDecade CorpCOM12$93<0.1%+12NewHistory
ATNMActinium Pharmaceuticals, Inc.COM74$93<0.1%+74NewHistory
CALCaleres IncCOM4$93<0.1%+4NewHistory
FBIZFirst Business Financial Services, Inc.COM2$93<0.1%+2NewHistory
KRNTKornit Digital Ltd.SHS3$93<0.1%+3NewHistory
OLPXOlaplex Holdings, Inc.COM54$93<0.1%+43+390.9%AddedHistory
RGNXREGENXBIO Inc.COM12$93<0.1%+12NewHistory
SHYFShyft Group, Inc.COM8$93<0.1%+6+300.0%AddedHistory
LASRNlight, Inc.COM9$94<0.1%+9NewHistory

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