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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
USNAUsana Health Sciences IncCOM5$179<0.1%+5NewHistory
EVEREverQuote, Inc.COM CL A9$180<0.1%+9NewHistory
INBKFirst Internet BancorpCOM5$180<0.1%+5NewHistory
LELands' End, Inc.COM14$184<0.1%+11+366.7%AddedHistory
OSUROrasure Technologies IncCOM51$184<0.1%+51NewHistory
SYRESpyre Therapeutics, Inc.COM NEW8$186<0.1%+8NewHistory
ACICAmerican Coastal Insurance CorpCOM14$188<0.1%+14NewHistory
CHGGChegg, IncCOM117$188<0.1%+117NewHistory
ZIPZiprecruiter, Inc.CL A26$188<0.1%+26NewHistory
MECMayville Engineering Company, Inc.COM12$189<0.1%+12NewHistory
PGCPeapack Gladstone Financial CorpCOM6$192<0.1%+6NewHistory
NXHNeighborhood Intelligence, Inc.COM39$192<0.1%+39NewHistory
VISNVistance Networks, Inc.COM37$193<0.1%+37NewHistory
GDRXGoodRx Holdings, Inc.COM CL A42$195<0.1%+42NewHistory
IBTAIbotta, Inc.CLASS A COM SHS3$195<0.1%+3NewHistory
PACBPacific Biosciences of California, Inc.COM107$196<0.1%+107NewHistory
BTBTBit Digital, IncSHS67$196<0.1%+67NewHistory
SMRNuscale Power CorpCL A COM11$197<0.1%+11NewHistory
LOBLive Oak Bancshares, Inc.COM5$198<0.1%−49−90.7%ReducedHistory
SRDXSurmodics IncCOM5$198<0.1%+5NewHistory
LEUCentrus Energy CorpStock3$200<0.1%+3NewHistory
MITKMitek Systems IncCOM NEW18$200<0.1%+15+500.0%AddedHistory
GEF.BGreif, IncCL B3$204<0.1%+3NewHistory
IRWDIronwood Pharmaceuticals IncCOM CL A47$208<0.1%+47NewHistory
FCBCFirst Community Bankshares IncCOM5$208<0.1%+5NewHistory
KIDSOrthopediatrics CorpCOM9$209<0.1%+9NewHistory
OABIOmniAb, Inc.COM60$212<0.1%+60NewHistory
PNRGPrimeenergy Resources CorpCOM1$220<0.1%+1NewHistory
MPXMarine Products Group, LLCCOM24$220<0.1%+24NewHistory
AAOIApplied Optoelectronics, Inc.COM6$221<0.1%+6NewHistory
CDMOAvid Bioservices, Inc.COM18$222<0.1%+18NewHistory
EVEXEve Holding, Inc.COM41$223<0.1%+41NewHistory
SABRSabre CorpCOM61$223<0.1%+61NewHistory
KEKimball Electronics, Inc.Stock12$225<0.1%+12NewHistory
BLUEbluebird bio, Inc.COM NEW27$225<0.1%−1−2.7%ReducedConverted for a 1-for-20 splitHistory
XPERXperi Inc.COMMON STOCK22$226<0.1%+22NewHistory
DDD3D Systems CorpCOM NEW69$226<0.1%+44+176.0%AddedHistory
CTLPCantaloupe, Inc.COM24$228<0.1%+24NewHistory
AMRXAmneal Pharmaceuticals, Inc.COM STK CL A29$230<0.1%+29NewHistory
SANASana Biotechnology, Inc.COM142$231<0.1%−180−55.9%ReducedHistory
RNGRRanger Energy Services, Inc.COM CL A15$232<0.1%+15NewHistory
SHOEShoe Station Group IncCOM7$232<0.1%+7NewHistory
ASAIYSendas Distributor S.A.SPON ADS52$232<0.1%−170−76.6%ReducedHistory
LGTYLogility Supply Chain Solutions, IncCL A21$233<0.1%+21NewHistory
WOLFWolfspeed, Inc.Stock35$233<0.1%00.0%UnchangedHistory
Murphy Canyon Acquisition Co626642102CLASS A COM3,405$234<0.1%+3,405New–
SPCEVirgin Galactic Holdings, IncStock40$235<0.1%+4+11.1%AddedHistory
CBLCBL & Associates Properties IncCOMMON STOCK8$235<0.1%+8NewHistory
DAKTDaktronics IncCOM14$236<0.1%+14NewHistory
ENICEnel Chile S.A.SPONSORED ADR82$236<0.1%+6+7.9%AddedHistory
NATHNathans Famous, Inc.COM3$236<0.1%+3NewHistory
ITICInvestors Title CoCOM1$237<0.1%+1NewHistory
LOVELovesac CoCOM10$237<0.1%+10NewHistory
CSVCarriage Services IncCOM6$239<0.1%+6NewHistory
CSTLCastle Biosciences IncCOM9$240<0.1%+9NewHistory
SEATVivid Seats Inc.COM CL A52$241<0.1%+52NewHistory
FWRGFirst Watch Restaurant Group, Inc.COM13$242<0.1%+13NewHistory
TRDAEntrada Therapeutics, Inc.COM14$242<0.1%+14NewHistory
KRTKarat Packaging Inc.COM8$242<0.1%+8NewHistory
KWYKINGSWAY CorpCOM NEW29$243<0.1%+29NewHistory
OPIOffice Properties Income TrustCOM SHS BEN INT244$244<0.1%00.0%UnchangedHistory
GDYNGrid Dynamics Holdings, Inc.CL A11$245<0.1%+11NewHistory
FSBWFS Bancorp, Inc.COM6$246<0.1%+6NewHistory
GENCGencor Industries IncCOM14$247<0.1%+14NewHistory
LILAKLiberty Latin America Ltd.COM CL C39$247<0.1%+39NewHistory
MCFTMasterCraft Boat Holdings, Inc.COM13$248<0.1%+13NewHistory
OSBCOld Second Bancorp IncCOM14$249<0.1%+14NewHistory
ARVNArvinas, Inc.COM13$249<0.1%+1+8.3%AddedHistory
ARKOARKO Corp.COM38$250<0.1%+38NewHistory
AKROAkero Therapeutics, Inc.COM9$250<0.1%+9NewHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF5$253<0.1%+5New–
STHOStar HoldingsSHS BEN INT26$253<0.1%−47−64.4%ReducedHistory
LUNRIntuitive Machines, Inc.CLASS A COM14$254<0.1%+14NewHistory
EZETFranklin Ethereum TrustETHEREUM ETF10$254<0.1%+10NewHistory
HYHyster-Yale, Inc.CL A5$255<0.1%+5NewHistory
WSWorthington Steel, Inc.COM SHS8$255<0.1%+8NewHistory
ZYXIZynex IncCOM32$256<0.1%+32NewHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A13$257<0.1%+13NewHistory
RBBNRibbon Communications Inc.COM62$258<0.1%+62NewHistory
APEIAmerican Public Education IncStock12$259<0.1%+12NewHistory
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$260<0.1%−63−98.4%Reduced–
AGLagilon health, inc.COM137$260<0.1%+137NewHistory
CTGOContango Silver & Gold Inc.COM26$261<0.1%+26NewHistory
iShares Inc464286665MSCI PAC JP ETF6$263<0.1%+6New–
RLJRLJ Lodging TrustCOM26$265<0.1%+26NewHistory
HUTHut 8 Corp.COM13$266<0.1%+13NewHistory
Momentus Inc.60879E119*W EXP 05/15/2023,390$269<0.1%−1,505−30.7%Reduced–
RUSHBRush Enterprises IncCL B5$272<0.1%+5NewHistory
PUBMPubMatic, Inc.COM CL A19$279<0.1%+19NewHistory
RBCAARepublic Bancorp IncCL A4$279<0.1%+4NewHistory
CEVACeva IncCOM9$284<0.1%+9NewHistory
KGSKodiak Gas Services, Inc.COM7$286<0.1%+7NewHistory
ACMRACM Research, Inc.Stock19$287<0.1%+19NewHistory
MEHCQChrome Holding Co.Stock89$289<0.1%00.0%UnchangedConverted for a 1-for-20 splitHistory
PLGOPelagos Insurance Capital LtdCOM16$290<0.1%+16NewHistory
ROOTRoot, Inc.CL A NEW4$290<0.1%+4NewHistory
iShares Tr46429B507MSCI IRELAND ETF5$290<0.1%−2−28.6%Reduced–
LQDTLiquidity Services IncCOM9$291<0.1%+9NewHistory
PARPar Technology CorpCOM4$291<0.1%+4NewHistory
PTLOPortillo's Inc.COM CL A31$291<0.1%+31NewHistory

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