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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
FELEFranklin Electric Co IncCOM139$13.5K<0.1%−47−25.3%ReducedHistory
ARCHArch Resources, Inc.CL A96$13.6K<0.1%+47+95.9%AddedHistory
WBWEIBO CorpSPONSORED ADR1,420$13.6K<0.1%+389+37.7%AddedHistory
CNKCinemark Holdings, Inc.COM439$13.6K<0.1%−380−46.4%ReducedHistory
CVBFCVB Financial CorpCOM636$13.6K<0.1%+27+4.4%AddedHistory
Legg Mason ETF Invt524682200CLEARBRIDGE LRG181$13.6K<0.1%+181New–
J P Morgan Exchange Traded F46641Q399BETABUILDRS US129$13.6K<0.1%+1+0.8%Added–
ICLRIcon PLCCOM65$13.6K<0.1%−283−81.3%ReducedHistory
MTNVail Resorts IncCOM73$13.7K<0.1%+29+65.9%AddedHistory
CBUCommunity Financial System, Inc.COM222$13.7K<0.1%+62+38.8%AddedHistory
RKTRocket Companies, Inc.Stock1,219$13.7K<0.1%+1,191+4,253.6%AddedHistory
Vanguard World FD921910733ESG US STK ETF131$13.7K<0.1%+131New–
IPARInterparfums IncCOM105$13.8K<0.1%−31−22.8%ReducedHistory
ATRAptargroup, Inc.Stock88$13.8K<0.1%+22+33.3%AddedHistory
PDMPiedmont Realty Trust, Inc.COM CL A1,512$13.8K<0.1%−128−7.8%ReducedHistory
HAFCHanmi Financial CorpCOM NEW587$13.9K<0.1%+218+59.1%AddedHistory
Amplify Blockchain Technology ETF032108607ETF322$13.9K<0.1%00.0%Unchanged–
POSTPost Holdings, Inc.COM122$14.0K<0.1%+36+41.9%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG505$14.0K<0.1%+56+12.5%AddedHistory
LEGLeggett & Platt IncStock1,456$14.0K<0.1%+622+74.6%AddedHistory
MSGSMadison Square Garden Sports Corp.CL A62$14.0K<0.1%+18+40.9%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM522$14.0K<0.1%+8+1.6%AddedHistory
IRDMIridium Communications Inc.COM483$14.0K<0.1%+235+94.8%AddedHistory
OSCROscar Health, Inc.CL A1,043$14.0K<0.1%+114+12.3%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM432$14.0K<0.1%−5−1.1%ReducedHistory
MCMoelis & CoCL A190$14.0K<0.1%+67+54.5%AddedHistory
TDSTelephone & Data Systems IncCOM NEW413$14.1K<0.1%−171−29.3%ReducedHistory
SRPTSarepta Therapeutics, Inc.COM116$14.1K<0.1%+78+205.3%AddedHistory
BIOBio-Rad Laboratories, Inc.CL A43$14.1K<0.1%+10+30.3%AddedHistory
BPMCBlueprint Medicines CorpCOM162$14.1K<0.1%+134+478.6%AddedHistory
PRGSProgress Software CorpCOM217$14.1K<0.1%+71+48.6%AddedHistory
CIGEnergy Co of Minas GeraisSP ADR N-V PFD7,998$14.2K<0.1%−1,894−19.1%ReducedHistory
ADTADT Inc.COM2,057$14.2K<0.1%+2,003+3,709.3%AddedHistory
CASYCaseys General Stores IncCOM36$14.3K<0.1%−5−12.2%ReducedHistory
NWNNorthwest Natural Holding CoCOM361$14.3K<0.1%+15+4.3%AddedHistory
SRRKScholar Rock Holding CorpCOM331$14.3K<0.1%+52+18.6%AddedHistory
PCORProcore Technologies, Inc.COM191$14.3K<0.1%+147+334.1%AddedHistory
LINELineage, Inc.COM245$14.3K<0.1%+239+3,983.3%AddedHistory
PFCPremier Financial CorpCOM563$14.4K<0.1%+13+2.4%AddedHistory
PINCPremier, Inc.CL A681$14.4K<0.1%+134+24.5%AddedHistory
UMBFUmb Financial CorpCOM128$14.4K<0.1%+34+36.2%AddedHistory
HPHelmerich & Payne, Inc.COM453$14.5K<0.1%−214−32.1%ReducedHistory
HRBH&R Block IncCOM275$14.5K<0.1%+100+57.1%AddedHistory
OWLBlue Owl Capital Inc.COM CL A626$14.6K<0.1%+437+231.2%AddedHistory
VNETVNET Group, Inc.SPONSORED ADS A3,086$14.6K<0.1%00.0%UnchangedHistory
BLKBBlackbaud IncCOM198$14.6K<0.1%+50+33.8%AddedHistory
FULFuller H B CoStock217$14.6K<0.1%−66−23.3%ReducedHistory
ABCLAbCellera Biologics Inc.COM5,000$14.7K<0.1%00.0%UnchangedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$14.7K<0.1%00.0%UnchangedHistory
YALAYalla Group LtdADS3,613$14.7K<0.1%−658−15.4%ReducedHistory
XPXP Inc.CL A1,239$14.7K<0.1%−484−28.1%ReducedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK456$14.7K<0.1%00.0%UnchangedHistory
BENFranklin Templeton IncCOM728$14.8K<0.1%+197+37.1%AddedHistory
AKRAcadia Realty TrustCOM SH BEN INT612$14.8K<0.1%+52+9.3%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM378$14.8K<0.1%+96+34.0%AddedHistory
DLBDolby Laboratories, Inc.COM CL A190$14.8K<0.1%+11+6.1%AddedHistory
LFUSLittelfuse IncCOM63$14.8K<0.1%00.0%UnchangedHistory
BCHBank of ChileSPONSORED ADS655$14.9K<0.1%+195+42.4%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS334$14.9K<0.1%+47+16.4%AddedHistory
CWKCushman & Wakefield Ltd.SHS1,138$14.9K<0.1%+118+11.6%AddedHistory
CWTCalifornia Water Service GroupCOM329$14.9K<0.1%+254+338.7%AddedHistory
CACICACI International IncCL A37$14.9K<0.1%+20+117.6%AddedHistory
iShares Tr46432F875MRNGSTR INC ETF769$15.0K<0.1%00.0%Unchanged–
ENREnergizer Holdings, Inc.COM430$15.0K<0.1%+81+23.2%AddedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF514$15.0K<0.1%−798−60.8%Reduced–
RRXRegal Rexnord CorpCOM97$15.0K<0.1%+8+9.0%AddedHistory
AXSMAxsome Therapeutics, Inc.COM178$15.1K<0.1%+58+48.3%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM365$15.1K<0.1%00.0%UnchangedHistory
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$15.1K<0.1%+1,350NewHistory
BTUPeabody Energy CorpCOM723$15.1K<0.1%+546+308.5%AddedHistory
iShares Inc464286608MSCI EURZONE ETF322$15.2K<0.1%+1+0.3%Added–
SMPLSimply Good Foods CoCOM390$15.2K<0.1%−53−12.0%ReducedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,754$15.2K<0.1%−334−16.0%ReducedHistory
GOLFAcushnet Holdings Corp.COM214$15.2K<0.1%−28−11.6%ReducedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF598$15.2K<0.1%+10+1.7%Added–
ALABAstera Labs, Inc.Stock115$15.2K<0.1%+103+858.3%AddedHistory
MATXMatson, Inc.COM113$15.2K<0.1%+5+4.6%AddedHistory
PBIPitney Bowes IncCOM2,108$15.3K<0.1%+44+2.1%AddedHistory
ABRArbor Realty Trust IncCOM1,105$15.3K<0.1%−248−18.3%ReducedHistory
CZRCaesars Entertainment, Inc.COM458$15.3K<0.1%+12+2.7%AddedHistory
KRGKite Realty Group TrustCOM NEW607$15.3K<0.1%+26+4.5%AddedHistory
NABLN-able, Inc.COMMON STOCK1,647$15.4K<0.1%+1,066+183.5%AddedHistory
HBIHanesbrands Inc.COM1,891$15.4K<0.1%−13−0.7%ReducedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF368$15.4K<0.1%−400−52.1%ReducedConverted for a 1-for-5 splitHistory
QSRRestaurant Brands International Inc.COM236$15.4K<0.1%+78+49.4%AddedHistory
BFHBread Financial Holdings, Inc.COM253$15.4K<0.1%−28−10.0%ReducedHistory
MCSMarcus CorpCOM719$15.5K<0.1%+92+14.7%AddedHistory
CTRECareTrust REIT, Inc.COM573$15.5K<0.1%+221+62.8%AddedHistory
JRSNuveen Real Estate Income FundCOM1,800$15.5K<0.1%00.0%UnchangedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS164$15.5K<0.1%−25−13.2%ReducedHistory
Global X FDS37954Y889S&P 500 CATHOLIC220$15.6K<0.1%+220New–
UHSUniversal Health Services IncCL B87$15.6K<0.1%+16+22.5%AddedHistory
GGBGerdau S.A.SPON ADR REP PFD5,436$15.7K<0.1%−5,012−48.0%ReducedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD456$15.7K<0.1%00.0%Unchanged–
CRCCalifornia Resources CorpCOM STOCK303$15.7K<0.1%+256+544.7%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF145$15.7K<0.1%+132+1,015.4%Added–
TTCToro CoCOM197$15.8K<0.1%+160+432.4%AddedHistory
ZZillow Group, Inc.CL C CAP STK214$15.8K<0.1%+36+20.2%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM122$15.8K<0.1%+54+79.4%AddedHistory
GAINGladstone Investment CorporationdeCEF1,200$15.9K<0.1%00.0%UnchangedHistory

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