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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
AEVAAeva Technologies, Inc.COM NEW20$95<0.1%00.0%UnchangedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM25$95<0.1%+25NewHistory
STISolidion Technology Inc.COM137$95<0.1%+137NewHistory
TRSTrimas CorpCOM NEW4$98<0.1%+4NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$99<0.1%+2New–
ZUOZuora IncCOM CL A10$99<0.1%+10NewHistory
iShares Tr46434V878ULTRA SHORT DUR2$101<0.1%+2New–
EEXEmerald Holding, Inc.COM21$101<0.1%+21NewHistory
PCB Bancorp Com740163100Common Stock5$101<0.1%+5New–
TASKTaskUs, Inc.CLASS A COM6$102<0.1%+6NewHistory
PCTPureCycle Technologies, Inc.COM10$103<0.1%+10NewHistory
DENNDENNY'S CorpCOM17$103<0.1%+17NewHistory
EMLEastern CoCOM4$106<0.1%+4NewHistory
HCATHealth Catalyst, Inc.COM15$106<0.1%−3−16.7%ReducedHistory
APLDApplied Digital Corp.COM NEW14$107<0.1%+14NewHistory
PPTAPerpetua Resources Corp.COM10$107<0.1%+10NewHistory
GRNDGrindr Inc.COM6$107<0.1%+6NewHistory
BLZEBackblaze, Inc.COM CL A18$108<0.1%+18NewHistory
ENVXEnovix CorpCOM10$109<0.1%−13−56.5%ReducedHistory
LUNGPulmonx CorpCOM16$109<0.1%+16NewHistory
DCDakota Gold Corp.COM50$110<0.1%+50NewHistory
GPROGoPro, Inc.CL A101$110<0.1%+101NewHistory
JILLJ.Jill, Inc.COM4$110<0.1%+4NewHistory
MAMAMama's Creations, Inc.COM14$111<0.1%+14NewHistory
BRCCBRC Inc.COM CL A35$111<0.1%+35NewHistory
DHCDiversified Healthcare TrustCOM SH BEN INT48$111<0.1%+25+108.7%AddedHistory
Southland Holdings, Inc.52473Y104COM34$111<0.1%+34New–
STROSutro Biopharma, Inc.COM61$112<0.1%+61NewHistory
URGUr-Energy IncCOM99$114<0.1%+99NewHistory
VRDNViridian Therapeutics, Inc.COM6$115<0.1%+6NewHistory
FUNDSprott Focus Trust Inc.COM16$117<0.1%00.0%UnchangedHistory
CELCCelcuity Inc.COM9$118<0.1%+9NewHistory
TILEInterface IncCOM5$122<0.1%+5NewHistory
OPADOfferpad Solutions Inc.COM CL A43$123<0.1%00.0%UnchangedHistory
CDRECadre Holdings, Inc.COM4$129<0.1%+4NewHistory
ARQArq, Inc.COM17$129<0.1%+17NewHistory
CIFRCipher Digital Inc.COM28$130<0.1%+28NewHistory
BTMDbiote Corp.CLASS A COM21$130<0.1%+21NewHistory
ECVTEcovyst Inc.COM17$130<0.1%+17NewHistory
RGLSRegulus Therapeutics Inc.COM82$130<0.1%+82NewHistory
DAREDare Bioscience, Inc.COM NEW42$131<0.1%00.0%UnchangedHistory
ANABAnaptysbio, IncCOM10$132<0.1%+10NewHistory
LEN.BLennar CorpCL B1$132<0.1%00.0%UnchangedHistory
AIPArteris, Inc.COM13$132<0.1%+13NewHistory
UISUnisys CorpCOM NEW21$133<0.1%+21NewHistory
COGTCogent Biosciences, Inc.COM17$133<0.1%+17NewHistory
DSPViant Technology Inc.COM CL A7$133<0.1%+7NewHistory
ASTEAstec Industries IncCOM4$134<0.1%+4NewHistory
LFCRLifecore Biomedical, Inc. DECOM18$134<0.1%+18NewHistory
EVGOEVgo Inc.CL A COM34$138<0.1%+34NewHistory
CALXCalix, IncCOM4$139<0.1%+4NewHistory
HBCPHome Bancorp, Inc.COM3$139<0.1%+3NewHistory
LAWCS Disco, Inc.COM28$140<0.1%+28NewHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK5$140<0.1%00.0%UnchangedHistory
NRCNRC HealthCOM NEW8$141<0.1%+8NewHistory
Brookfield Business PartnersG16234109UNIT LTD L P6$141<0.1%00.0%Unchanged–
ZGZillow Group, Inc.CL A2$142<0.1%+2NewHistory
TRUETrueCar, Inc.COM38$142<0.1%+38NewHistory
AMCAMC Entertainment Holdings, Inc.CL A NEW36$143<0.1%+30+500.0%AddedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS21$143<0.1%+21NewHistory
EOLSEvolus, Inc.COM13$144<0.1%+13NewHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM38$145<0.1%+38NewHistory
ZYMEZymeworks Inc.COM10$146<0.1%+10NewHistory
LBRDALiberty Broadband CorpCOM SER A2$149<0.1%−2−50.0%ReducedHistory
FSBCFive Star BancorpCOM5$150<0.1%+5NewHistory
DMRCDigimarc CorpCOM4$150<0.1%+4NewHistory
IEIvanhoe Electric Inc.COM20$151<0.1%+20NewHistory
NPKINPK International Inc.COM SHS20$153<0.1%+20NewHistory
ADCTADC Therapeutics SASHS77$153<0.1%+77NewHistory
VIRCVirco Mfg CorporationCOM15$154<0.1%+15NewHistory
NRIMNorthrim Bancorp IncCOM2$156<0.1%+2NewHistory
SGHCSuper Group (SGHC) LtdORD SHS25$156<0.1%+25NewHistory
LAZRQLuminar Technologies, Inc.COM NEW CL A29$156<0.1%+29NewHistory
TDAYUSA TODAY Co., Inc.COM31$157<0.1%+31NewHistory
NKTRNektar TherapeuticsCOM171$159<0.1%+171NewHistory
GETYGetty Images Holdings, Inc.CL A COM74$160<0.1%+74NewHistory
SOCSable Offshore Corp.COM SHS7$160<0.1%+7NewHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS3$162<0.1%+3NewHistory
DFHDream Finders Homes, Inc.COM CL A7$163<0.1%+7NewHistory
NVECNve CorpCOM NEW2$163<0.1%+2NewHistory
SCPHscPharmaceuticals Inc.COM46$163<0.1%+46NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock13$165<0.1%+13NewHistory
LINDLindblad Expeditions Holdings, Inc.Stock14$166<0.1%+14NewHistory
CDXSCodexis, Inc.COM35$167<0.1%+35NewHistory
NAUTNautilus Biotechnology, Inc.COM100$168<0.1%+100NewHistory
GATOGatos Silver, Inc.COM12$168<0.1%+12NewHistory
PRSUPursuit Attractions & Hospitality, Inc.COM4$170<0.1%+4NewHistory
CNDTCONDUENT IncCOM42$170<0.1%+42NewHistory
BBUCBrookfield Business CorpCL A EXC SUB VTG7$170<0.1%+7NewHistory
LMBLimbach Holdings, Inc.COM2$171<0.1%+2NewHistory
PHATPhathom Pharmaceuticals, Inc.COM21$171<0.1%+21NewHistory
CGONCG Oncology, Inc.COM6$172<0.1%+6NewHistory
DSGRDistribution Solutions Group, Inc.COM5$172<0.1%+5NewHistory
ENTAEnanta Pharmaceuticals IncCOM30$173<0.1%+30NewHistory
NRDSNerdwallet, Inc.COM CL A13$173<0.1%+13NewHistory
ZUMZZumiez IncCOM9$173<0.1%+9NewHistory
ERIIEnergy Recovery, Inc.COM12$176<0.1%+12NewHistory
ASPNAspen Aerogels IncCOM15$178<0.1%+15NewHistory
KALVKalVista Pharmaceuticals, Inc.COM21$178<0.1%+21NewHistory
CLWClearwater Paper CorpCOM6$179<0.1%−34−85.0%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