Skip to main content
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
HTBKHeritage Commerce CorpCOM31$291<0.1%+31NewHistory
KLRSKalaris Therapeutics, Inc.COM695$292<0.1%+695NewHistory
ETWOE2open Parent Holdings, Inc.COM CL A110$293<0.1%+110NewHistory
Sapiens Intl Corp N VG7T16G103SHS11$296<0.1%+11New–
MYRGMyr Group Inc.COM2$298<0.1%+2NewHistory
CHPTChargePoint Holdings, Inc.COM CL A283$303<0.1%+283NewHistory
SKYTSkyWater Technology, LLCCOM22$304<0.1%+22NewHistory
HBTHBT Financial, Inc.COM14$307<0.1%+14NewHistory
SIBNSI-BONE, Inc.COM22$308<0.1%+22NewHistory
ADEAAdeia Inc.COM22$308<0.1%+22NewHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM20$308<0.1%+20NewHistory
ADTNADTRAN Holdings, Inc.COM37$308<0.1%+37NewHistory
AXIAYAXIA Energia S.A.SPONSORED ADR54$309<0.1%−38−41.3%ReducedHistory
CGCCanopy Growth CorpCOM NEW113$310<0.1%00.0%UnchangedHistory
CRD.ACrawford & CoCL A27$312<0.1%+27NewHistory
BASECouchbase, Inc.COM20$312<0.1%−7−25.9%ReducedHistory
RCUSArcus Biosciences, Inc.COM21$313<0.1%+13+162.5%AddedHistory
AMTBAmerant Bancorp Inc.CL A14$314<0.1%00.0%UnchangedHistory
TPCTutor Perini CorpCOM13$315<0.1%+13NewHistory
WRBYWarby Parker Inc.CL A COM13$315<0.1%+12+1,200.0%AddedHistory
TRNSTranscat IncCOM3$317<0.1%+3NewHistory
AGENAgenus IncCOM NEW116$317<0.1%+83+251.5%AddedHistory
ARRYArray Technologies, Inc.COM SHS53$320<0.1%+23+76.7%AddedHistory
BVBrightView Holdings, Inc.COM20$320<0.1%+20NewHistory
BCLIBrainstorm Cell Therapeutics Inc.Stock141$320<0.1%+141NewHistory
CRVSCorvus Pharmaceuticals, Inc.COM60$321<0.1%+60NewHistory
SEMRSEMrush Holdings, Inc.CL A COM27$321<0.1%+27NewHistory
SBDSSolo Brands, Inc.COM CL A282$321<0.1%+16+6.0%AddedHistory
IMKTAIngles Markets IncCL A5$322<0.1%−97−95.1%ReducedHistory
BZUNBaozun Inc.SPONSORED ADR119$324<0.1%−444−78.9%ReducedHistory
LILALiberty Latin America Ltd.COM CL A51$324<0.1%+51NewHistory
LAURLaureate Education, Inc.COMMON STOCK18$329<0.1%+18NewHistory
BELFBBel Fuse IncCL B4$330<0.1%+4NewHistory
NODKNI Holdings, Inc.COM21$330<0.1%+21NewHistory
OFIXOrthofix Medical Inc.COM19$332<0.1%+19NewHistory
DHDefinitive Healthcare Corp.CLASS A COM81$333<0.1%+81NewHistory
STNEStoneCo Ltd.COM42$335<0.1%−53−55.8%ReducedHistory
BCYCBicycle Therapeutics PLCSPONSORED ADS24$336<0.1%+4+20.0%AddedHistory
LZLegalzoom.com, Inc.COM45$338<0.1%+45NewHistory
VIVOVivoPower PLCSHS NEW255$339<0.1%00.0%UnchangedHistory
STELStellar Bancorp, Inc.COM12$340<0.1%+12NewHistory
CLFDClearfield, Inc.COM11$341<0.1%−129−92.1%ReducedHistory
SCHLScholastic CorpCOM16$341<0.1%+16NewHistory
MGMistras Group, Inc.COM38$344<0.1%+38NewHistory
ESPREsperion Therapeutics, Inc.COM157$345<0.1%+157NewHistory
UNTYUnity Bancorp IncCOM8$349<0.1%+8NewHistory
INOInovio Pharmaceuticals, Inc.COM SHS191$350<0.1%00.0%UnchangedHistory
HOSHornbeck Offshore Services, Inc.Stock38$354<0.1%+38NewHistory
WWRWestwater Resources, Inc.COM NEW500$354<0.1%00.0%UnchangedHistory
OTLKOutlook Therapeutics, Inc.Stock188$355<0.1%+188NewHistory
EUenCore Energy Corp.COM NEW104$355<0.1%+104NewHistory
IASIntegral Ad Science Holding Corp.COM34$355<0.1%+34NewHistory
BZHBeazer Homes USA IncCOM NEW13$357<0.1%+13NewHistory
MBLYMobileye Global Inc.Stock18$359<0.1%−3,264−99.5%ReducedHistory
LPROOpen Lending CorpCOM60$359<0.1%−13−17.8%ReducedHistory
UDMYUdemy, Inc.COM44$362<0.1%+44NewHistory
iShares Tr46434V696CORE MSCI PAC6$367<0.1%00.0%Unchanged–
LMNRLimoneira COCOM15$367<0.1%+15NewHistory
Dimensional ETF Trust25434V104US CORE EQT MKT9$367<0.1%00.0%Unchanged–
GPMTGranite Point Mortgage Trust Inc.COM STK132$368<0.1%−195−59.6%ReducedHistory
JBIJanus International Group, Inc.COMMON STOCK50$368<0.1%+50NewHistory
BBWBuild-A-Bear Workshop IncCOM8$368<0.1%+8NewHistory
TROXTronox Holdings plcSHS37$372<0.1%−188−83.6%ReducedHistory
BSVNBank7 Corp.COM8$373<0.1%+8NewHistory
NNENano Nuclear Energy Inc.COM15$373<0.1%+15NewHistory
REIRing Energy, Inc.COM276$375<0.1%+3+1.1%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF9$376<0.1%00.0%Unchanged–
TCMDTactile Systems Technology IncCOM22$377<0.1%+22NewHistory
OFLXOmega Flex, Inc.COM9$378<0.1%+9NewHistory
OUSTOuster, Inc.COM NEW31$379<0.1%+31NewHistory
BCABBioAtla, Inc.COM646$382<0.1%+317+96.4%AddedHistory
PTGXProtagonist Therapeutics, IncCOM10$386<0.1%+10NewHistory
CTRICenturi Holdings, Inc.COM SHS20$386<0.1%+20NewHistory
ANIPAni Pharmaceuticals IncCOM7$387<0.1%+7NewHistory
Hartford FDS Exchange Traded41653L867SCHRODERS COMMOD27$387<0.1%00.0%Unchanged–
NXQuanex Building Products CORPCOM16$388<0.1%+16NewHistory
TARSTarsus Pharmaceuticals, Inc.COM7$388<0.1%+7NewHistory
KYNBKyntra Bio, Inc.COM734$389<0.1%00.0%UnchangedHistory
OPENOpendoor Technologies Inc.COM244$390<0.1%+220+916.7%AddedHistory
GNEGenie Energy Ltd.CL B25$390<0.1%+25NewHistory
SSPE.W. Scripps CoCL A NEW178$393<0.1%+178NewHistory
WBTNWEBTOON Entertainment Inc.COM29$394<0.1%+29NewHistory
OECOrion S.A.COM25$395<0.1%−50−66.7%ReducedHistory
HLFHerbalife Ltd.COM SHS59$395<0.1%+59NewHistory
First Tr Exchange-Traded FD33736M103GLOBAL ENGR ETF6$398<0.1%+6New–
AMRCAmeresco, Inc.CL A17$399<0.1%−92−84.4%ReducedHistory
THRYThryv Holdings, Inc.COM NEW27$400<0.1%+27NewHistory
SDGRSchrodinger, Inc.COM21$405<0.1%+4+23.5%AddedHistory
MQMarqeta, Inc.CLASS A COM107$406<0.1%+107NewHistory
LYTSLsi Industries IncCOM21$408<0.1%+21NewHistory
BXCBlueLinx Holdings Inc.COM NEW4$409<0.1%+4NewHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS27$411<0.1%00.0%UnchangedHistory
ENFNEnfusion, Inc.CL A40$412<0.1%+40NewHistory
IMOSChipmos Technologies IncSPONSORD ADS NEW22$414<0.1%−2,962−99.3%ReducedHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC9$415<0.1%00.0%Unchanged–
FLLFull House Resorts IncCOM102$416<0.1%00.0%UnchangedHistory
ANVSAnnovis Bio, Inc.COM83$417<0.1%00.0%UnchangedHistory
IMVTImmunovant, Inc.COM17$421<0.1%+3+21.4%AddedHistory
XRXXerox Holdings CorpCOM NEW50$422<0.1%−576−92.0%ReducedHistory
REALTheRealReal, Inc.COM39$426<0.1%+39NewHistory

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