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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
GHGuardant Health, Inc.COM928$28.4K<0.1%−203−17.9%ReducedHistory
DNBDun & Bradstreet Holdings, Inc.COM2,281$28.4K<0.1%−373−14.1%ReducedHistory
TELFYTelefonica S ASPONSORED ADR7,089$28.5K<0.1%−1,021−12.6%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF1,029$28.5K<0.1%00.0%UnchangedConverted for a 3-for-1 split–
Nushares ETF Tr67092P300NUVEEN ESG LRGVL727$28.6K<0.1%+557+327.6%Added–
JDJD.com, Inc.SPON ADS CL A826$28.6K<0.1%+60+7.8%AddedHistory
SCIService Corp InternationalCOM359$28.7K<0.1%−2−0.6%ReducedHistory
FNVFranco Nevada CorpStock244$28.7K<0.1%+14+6.1%AddedHistory
CRICarters IncCOM531$28.8K<0.1%+507+2,112.5%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM298$29.1K<0.1%+109+57.7%AddedHistory
RPMRPM International IncCOM236$29.1K<0.1%+84+55.3%AddedHistory
LNTHLantheus Holdings, Inc.Stock326$29.2K<0.1%−7−2.1%ReducedHistory
ASNDAscendis Pharma A/SSPONSORED ADR212$29.2K<0.1%−3−1.4%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A227$29.2K<0.1%+134+144.1%AddedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF982$29.3K<0.1%00.0%Unchanged–
ZIONZions Bancorporation, National AssociationCOM541$29.4K<0.1%+183+51.1%AddedHistory
GTLBGitlab Inc.CLASS A COM522$29.4K<0.1%+513+5,700.0%AddedHistory
RDYDr Reddys Laboratories LtdADR1,863$29.4K<0.1%+83+4.7%AddedConverted for a 5-for-1 splitHistory
EVRGEvergy, Inc.Stock479$29.5K<0.1%−18−3.6%ReducedHistory
DAYDayforce, Inc.COM406$29.5K<0.1%00.0%UnchangedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$29.5K<0.1%00.0%Unchanged–
WDSWoodside Energy Group LtdADR1,900$29.6K<0.1%−221−10.4%ReducedHistory
XPEVXpeng Inc.ADS2,508$29.6K<0.1%+898+55.8%AddedHistory
MNDYmonday.com Ltd.SHS126$29.7K<0.1%+12+10.5%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM157$29.7K<0.1%+131+503.8%AddedHistory
SWKStanley Black & Decker, Inc.COM370$29.7K<0.1%−171−31.6%ReducedHistory
Barrick Gold Corp067901108COM1,916$29.7K<0.1%−773−28.7%Reduced–
ORNOrion Group Holdings IncCOM4,052$29.7K<0.1%+52+1.3%AddedHistory
ICLICL Group Ltd.SHS6,006$29.7K<0.1%+960+19.0%AddedHistory
ACHRArcher Aviation Inc.Stock3,054$29.8K<0.1%+54+1.8%AddedHistory
ProShares Bitcoin ETF74347G440ETF1,307$29.8K<0.1%+309+31.0%Added–
PHIPLDT Inc.SPONSORED ADR1,345$29.8K<0.1%−394−22.7%ReducedHistory
CAECae IncCOM1,176$29.8K<0.1%+22+1.9%AddedHistory
CMRECostamare Inc.SHS2,325$29.9K<0.1%+85+3.8%AddedHistory
FCNFti Consulting, IncCOM157$30.0K<0.1%+33+26.6%AddedHistory
SMARSmartsheet IncCOM CL A536$30.0K<0.1%+472+737.5%AddedHistory
Aim ETF Products Trust00888H794ALLIANZIM US EQT988$30.1K<0.1%00.0%Unchanged–
DRDDrdgold LtdSPON ADR REPSTG3,483$30.1K<0.1%−690−16.5%ReducedHistory
PEGAPegasystems IncCOM323$30.1K<0.1%+149+85.6%AddedHistory
CADECadence BancorporationEQUITY US CM874$30.1K<0.1%−87−9.1%ReducedHistory
BMIBadger Meter IncCOM142$30.1K<0.1%+4+2.9%AddedHistory
PRMBPrimo Brands CorpCLASS A COM SHS982$30.2K<0.1%+982NewHistory
CPNGCoupang, Inc.CL A1,376$30.2K<0.1%−42−3.0%ReducedHistory
NUVBNuvation Bio Inc.COM CL A11,424$30.4K<0.1%+329+3.0%AddedHistory
CIGIColliers International Group Inc.SUB VTG SHS224$30.5K<0.1%−1−0.4%ReducedHistory
Veren Inc92340V107COM NEW5,951$30.6K<0.1%+2,655+80.6%Added–
ONONOn Holding AGStock560$30.7K<0.1%+132+30.8%AddedHistory
NOMDNomad Foods LtdUSD ORD SHS1,830$30.7K<0.1%−1,532−45.6%ReducedHistory
EEni SpASPONSORED ADR1,123$30.7K<0.1%−3,843−77.4%ReducedHistory
NMIHNMI Holdings, Inc.COM838$30.8K<0.1%+19+2.3%AddedHistory
TACTransalta CorpCOM2,180$30.8K<0.1%−887−28.9%ReducedHistory
XPOXPO, Inc.COM237$31.1K<0.1%−23−8.8%ReducedHistory
CUZCousins Properties IncCOM NEW1,015$31.1K<0.1%+169+20.0%AddedHistory
SMBKSmartfinancial Inc.COM NEW1,004$31.1K<0.1%+4+0.4%AddedHistory
ITRIItron, Inc.COM287$31.2K<0.1%+24+9.1%AddedHistory
HBMHudbay Minerals Inc.COM3,856$31.2K<0.1%+573+17.5%AddedHistory
HRIHerc Holdings IncCOM165$31.2K<0.1%+17+11.5%AddedHistory
MLRMiller Industries IncCOM NEW479$31.3K<0.1%−24−4.8%ReducedHistory
XYLXylem Inc.COM272$31.6K<0.1%+28+11.5%AddedHistory
RLRalph Lauren CorpCL A137$31.6K<0.1%+127+1,270.0%AddedHistory
FCPTFour Corners Property Trust, Inc.COM1,166$31.6K<0.1%+817+234.1%AddedHistory
UFPIUfp Industries IncCOM281$31.7K<0.1%−46−14.1%ReducedHistory
PHMPultegroup IncCOM292$31.8K<0.1%+47+19.2%AddedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE576$31.9K<0.1%+570+9,500.0%Added–
PLYAPlaya Hotels & Resorts N.V.SHS2,533$32.0K<0.1%+33+1.3%AddedHistory
JHXJames Hardie Industries plcSPONSORED ADR1,042$32.1K<0.1%−292−21.9%ReducedHistory
TGNATegna IncCOM1,757$32.1K<0.1%+115+7.0%AddedHistory
USFDUS Foods Holding Corp.COM477$32.2K<0.1%+178+59.5%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW1,314$32.3K<0.1%−1,348−50.6%ReducedHistory
FOXAFox CorpCL A COM665$32.3K<0.1%−145−17.9%ReducedHistory
RDNRadian Group IncCOM1,020$32.4K<0.1%+35+3.6%AddedHistory
ACGLArch Capital Group Ltd.Stock350$32.4K<0.1%+101+40.6%AddedHistory
MDBMongoDB, Inc.CL A139$32.4K<0.1%−11−7.3%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW1,285$32.5K<0.1%+878+215.7%AddedHistory
DINOHF Sinclair CorpCOM934$32.7K<0.1%+327+53.9%AddedHistory
TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBKSPONSORED ADR1,992$32.8K<0.1%+662+49.8%AddedHistory
THGHanover Insurance Group, Inc.COM213$32.9K<0.1%+102+91.9%AddedHistory
BEKEKE Holdings Inc.SPONSORED ADS1,793$33.0K<0.1%+10+0.6%AddedHistory
HTZHertz Global Holdings, IncCOM NEW9,051$33.1K<0.1%+3,437+61.2%AddedHistory
TXRHTexas Roadhouse, Inc.COM184$33.2K<0.1%+41+28.7%AddedHistory
TPHTri Pointe Homes, Inc.COM917$33.3K<0.1%+48+5.5%AddedHistory
KOPNKopin CorpCOM24,452$33.3K<0.1%+1,952+8.7%AddedHistory
KFYKorn FerryCOM NEW494$33.3K<0.1%+111+29.0%AddedHistory
Schwab Fundamental U.S. Small Company ETF808524763ETF1,130$33.6K<0.1%00.0%UnchangedConverted for a 2-for-1 split–
iShares Tr464288505MRGSTR SM CP ETF574$33.7K<0.1%00.0%Unchanged–
NWLNewell Brands Inc.Stock3,389$33.8K<0.1%+157+4.9%AddedHistory
J P Morgan Exchange Traded F46641Q233BETA DEVE EX ETF693$33.8K<0.1%+683+6,830.0%Added–
ACAArcosa, Inc.COM352$34.1K<0.1%−58−14.1%ReducedHistory
ALEAllete IncCOM NEW527$34.1K<0.1%+124+30.8%AddedHistory
PRIPrimerica, Inc.Stock126$34.2K<0.1%+71+129.1%AddedHistory
ATOAtmos Energy CorpCOM245$34.2K<0.1%+103+72.5%AddedHistory
TPLTexas Pacific Land CorpStock31$34.3K<0.1%+5+19.2%AddedHistory
ESLTElbit Systems LtdStock133$34.3K<0.1%+20+17.7%AddedHistory
ULSUL Solutions Inc.CLASS A COM SHS688$34.3K<0.1%−5−0.7%ReducedHistory
FIXComfort Systems USA IncCOM81$34.3K<0.1%+77+1,925.0%AddedHistory
TSEMTower Semiconductor LtdSHS NEW669$34.5K<0.1%+64+10.6%AddedHistory
TNLTravel & Leisure Co.COM686$34.6K<0.1%+105+18.1%AddedHistory
NOVNOV Inc.COM2,385$34.8K<0.1%+512+27.3%AddedHistory
SLVMSylvamo CorpCOMMON STOCK441$34.8K<0.1%+125+39.6%AddedHistory
IPGInterpublic Group of Companies, Inc.COM1,244$34.9K<0.1%−325−20.7%ReducedHistory

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