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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
NSSCNapco Security Technologies, IncStock12$427<0.1%+12NewHistory
PSFEPaysafe LtdSHS25$428<0.1%+25NewHistory
JANXJanux Therapeutics, Inc.COM8$428<0.1%+8NewHistory
LESLLeslie's, Inc.COM192$428<0.1%+92+92.0%AddedHistory
CRNCCerence Inc.COM55$432<0.1%+31+129.2%AddedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF11$435<0.1%+11New–
CVLGCovenant Logistics Group, Inc.CL A8$436<0.1%+8NewHistory
OSWOnespaworld Holdings LtdCOM22$438<0.1%+22NewHistory
CODICompass Diversified HoldingsSH BEN INT19$439<0.1%+19NewHistory
ORRFOrrstown Financial Services IncCOM12$439<0.1%+12NewHistory
USAPUniversal Stainless & Alloy Products IncCOM10$440<0.1%+10NewHistory
BBDBank BradescoSP ADR PFD NEW231$441<0.1%00.0%UnchangedHistory
RDUSRadius Recycling, Inc.CL A29$441<0.1%00.0%UnchangedHistory
SHLSShoals Technologies Group, Inc.CL A80$442<0.1%+39+95.1%AddedHistory
NXDRNextdoor Holdings, Inc.COM CL A187$443<0.1%+187NewHistory
PSTLPostal Realty Trust, Inc.CL A34$444<0.1%+34NewHistory
USPHU S Physical Therapy IncCOM5$444<0.1%+5NewHistory
CMCOColumbus McKinnon CorpCOM12$447<0.1%+12NewHistory
AVDAmerican Vanguard CorpCOM97$449<0.1%+97NewHistory
WRLDWorld Acceptance CorpCOM4$450<0.1%+4NewHistory
DGIIDigi International IncCOM15$453<0.1%+15NewHistory
PSQHPSQ Holdings, Inc.CL A100$454<0.1%00.0%UnchangedHistory
ASIXAdvanSix Inc.COM16$456<0.1%+6+60.0%AddedHistory
CARECarter Bankshares, Inc.COM NEW26$457<0.1%+26NewHistory
RBRKRubrik, Inc.Stock7$458<0.1%+7NewHistory
ESTAEstablishment Labs Holdings Inc.COM10$461<0.1%+2+25.0%AddedHistory
EVCMEverCommerce Inc.COM42$462<0.1%+42NewHistory
CSRCenterspaceCOM7$463<0.1%+7NewHistory
ATRAAtara Biotherapeutics, Inc.COM35$466<0.1%00.0%UnchangedHistory
PRLBProto Labs IncCOM12$469<0.1%+12NewHistory
RPTRithm Property Trust Inc.COM159$472<0.1%00.0%UnchangedHistory
Sandstorm Gold Ltd Com New80013R206Stock85$474<0.1%+85New–
MXCTMaxcyte, Inc.COM114$474<0.1%+114NewHistory
TCBXThird Coast Bancshares, Inc.COM14$475<0.1%+14NewHistory
WAYWaystar Holding Corp.COM13$477<0.1%+13NewHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT22$479<0.1%00.0%UnchangedHistory
SUNSSunrise Realty Trust, Inc.COM34$479<0.1%+34NewHistory
EWTXEdgewise Therapeutics, Inc.COM18$480<0.1%+18NewHistory
Pyxis Tankers Inc.Y71726122*W EXP 09/15/2022,400$480<0.1%00.0%Unchanged–
LKFNLakeland Financial CorpCOM7$481<0.1%+7NewHistory
SPOKSpok Holdings, IncCOM30$482<0.1%+30NewHistory
NWPXNWPX Infrastructure, Inc.COM10$483<0.1%+10NewHistory
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS19$486<0.1%−11−36.7%ReducedHistory
SGRYSurgery Partners, Inc.Stock23$487<0.1%+23NewHistory
ALTGAlta Equipment Group Inc.COMMON STOCK75$491<0.1%+75NewHistory
UTMDUtah Medical Products IncCOM8$492<0.1%+8NewHistory
BSRRSierra BancorpCOM17$492<0.1%+17NewHistory
AMTXAemetis, IncCOM NEW183$493<0.1%+40+28.0%AddedHistory
Bank First Corporation Com05676F108Stock5$495<0.1%+5New–
BLDPBallard Power Systems Inc.COM299$496<0.1%+7+2.4%AddedHistory
APGEApogee Therapeutics, Inc.COM11$498<0.1%+11NewHistory
BHMBluerock Homes Trust, Inc.COM CL A38$504<0.1%00.0%UnchangedHistory
IRBTiRobot CorpCOM65$504<0.1%+11+20.4%AddedHistory
HTBHomeTrust Bancshares, Inc.COM15$505<0.1%+15NewHistory
GLDDGreat Lakes Dredge & Dock CORPCOM45$508<0.1%+45NewHistory
EQBKEquity Bancshares IncCOM CL A12$509<0.1%+12NewHistory
GBTGGlobal Business Travel Group, Inc.COM CL A55$510<0.1%+55NewHistory
PIMCO ETF Tr72201R627SR LN ACTIVE ETF10$511<0.1%00.0%Unchanged–
PLPCPreformed Line Products CoCOM4$511<0.1%+4NewHistory
CDNACareDx, Inc.COM24$514<0.1%+24NewHistory
ADPTAdaptive Biotechnologies CorpCOM86$516<0.1%+86NewHistory
GNKGenco Shipping & Trading LtdSHS37$516<0.1%+37NewHistory
Innovator ETFs Trust45782C714EMRGNG MKT JULY21$518<0.1%00.0%Unchanged–
ATSATS CorpCOM17$518<0.1%+17NewHistory
VERVVerve Therapeutics, Inc.COM92$519<0.1%+92NewHistory
Metals Acquisition CorpG60405100SHS CL A49$520<0.1%+49New–
SPTSprout Social, Inc.COM CL A17$522<0.1%+17NewHistory
ACELAccel Entertainment, Inc.COM CL A149$523<0.1%+49NewHistory
FAFirst Advantage CorpCOM28$524<0.1%00.0%UnchangedHistory
NICNicolet Bankshares IncCOM5$525<0.1%+5NewHistory
MBUUMalibu Boats, Inc.COM CL A14$526<0.1%−127−90.1%ReducedHistory
VVXV2X, Inc.COM11$526<0.1%+11NewHistory
TBLATaboola.com Ltd.ORD SHS145$529<0.1%−14,855−99.0%ReducedHistory
AESIAtlas Energy Solutions Inc.COM NEW24$532<0.1%+24NewHistory
MXLMaxlinear, IncCOM27$534<0.1%+27NewHistory
HLIOHelios Technologies, Inc.COM12$536<0.1%+12NewHistory
IQiQIYI, Inc.SPONSORED ADS267$536<0.1%−429−61.6%ReducedHistory
BLNKBlink Charging Co.COM386$537<0.1%+386NewHistory
BALYBally's CorpCOM30$537<0.1%+30NewHistory
STEMStem, Inc.CL A891$537<0.1%+891NewHistory
MLNKMeridianLink, Inc.COMMON STOCK26$537<0.1%+26NewHistory
NTSTNETSTREIT Corp.COM38$538<0.1%+38NewHistory
HEESH&E Equipment Services, Inc.COM11$539<0.1%+11NewHistory
State Street SPDR S&P Biotech ETF78464A870ETF6$540<0.1%−63−91.3%Reduced–
BFSSaul Centers, Inc.COM14$543<0.1%00.0%UnchangedHistory
OGIOrganigram Global Inc.Stock337$543<0.1%00.0%UnchangedHistory
CWCOConsolidated Water Co. Ltd.ORD21$544<0.1%+21NewHistory
CECOCeco Environmental CorpCOM18$544<0.1%+18NewHistory
HGVHilton Grand Vacations Inc.COM14$545<0.1%00.0%UnchangedHistory
TNETTrinet Group, Inc.COM6$545<0.1%+3+100.0%AddedHistory
NOVASunnova Energy International Inc.COM159$545<0.1%+31+24.2%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM13$547<0.1%+13NewHistory
BlackSky Technology Inc.09263B116*W EXP 10/30/2025,000$547<0.1%00.0%Unchanged–
Northeast BK Portland Me66405S100COM6$550<0.1%+6New–
CCBGCapital City Bank Group IncCOM15$550<0.1%+15NewHistory
RIOTRiot Platforms, Inc.COM54$551<0.1%+54NewHistory
GTNGray Media, IncCOM175$551<0.1%+175NewHistory
OKLOOklo Inc.COM CL A26$552<0.1%+26NewHistory
CTKBCytek Biosciences, Inc.COM85$552<0.1%+85NewHistory
OIO-I Glass, Inc.COM51$553<0.1%−314−86.0%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