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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
RBBRBB BancorpCOM27$553<0.1%+27NewHistory
MCRBSeres Therapeutics, Inc.COM666$553<0.1%00.0%UnchangedHistory
CFBCrossfirst Bankshares, Inc.COM37$561<0.1%+37NewHistory
PRKSUnited Parks & Resorts Inc.COM10$562<0.1%+10NewHistory
IMXIInternational Money Express, Inc.COM27$562<0.1%+27NewHistory
DJCODaily Journal CorpCOM1$568<0.1%+1NewHistory
PEBPebblebrook Hotel TrustCOM42$569<0.1%+42NewHistory
MSGEMadison Square Garden Entertainment Corp.COM CL A16$570<0.1%+16NewHistory
CRGYCrescent Energy CoCL A COM39$570<0.1%+39NewHistory
LEVILevi Strauss & CoCL A COM STK33$571<0.1%+33NewHistory
BATRAAtlanta Braves Holdings, Inc.COM SER A14$571<0.1%+13+1,300.0%AddedHistory
SASeabridge Gold IncCOM50$571<0.1%00.0%UnchangedHistory
ECPGEncore Capital Group IncCOM12$573<0.1%+12NewHistory
STGWStagwell IncCOM CL A87$573<0.1%+81+1,350.0%AddedHistory
FNKOFunko, Inc.COM CL A43$576<0.1%+43NewHistory
GCMGGCM Grosvenor Inc.COM CL A47$577<0.1%+47NewHistory
ALLKAllakos Inc.COM477$577<0.1%00.0%UnchangedHistory
TRUPTrupanion, Inc.COM12$578<0.1%+12NewHistory
LTMLatam Airlines Group S.A.SPONSORED ADR21$579<0.1%00.0%UnchangedHistory
PHRPhreesia, Inc.COM23$579<0.1%+6+35.3%AddedHistory
HPPHudson Pacific Properties, Inc.COM191$579<0.1%−1,331−87.5%ReducedHistory
NVRONevro CorpCOM156$580<0.1%+156NewHistory
NGNovagold Resources IncCOM NEW176$586<0.1%+65+58.6%AddedHistory
NVAXNovavax IncCOM NEW73$587<0.1%+43+143.3%AddedHistory
iShares Tr464288257MSCI ACWI ETF5$588<0.1%00.0%Unchanged–
GTXGarrett Motion Inc.Stock66$596<0.1%+40+153.8%AddedHistory
WORWorthington Enterprises, Inc.COM15$602<0.1%+13+650.0%AddedHistory
BOOTBoot Barn Holdings, Inc.COM4$607<0.1%+3+300.0%AddedHistory
MRTNMarten Transport LtdCOM39$609<0.1%−546−93.3%ReducedHistory
NAVINavient CorpCOM46$611<0.1%00.0%UnchangedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK48$613<0.1%+48NewHistory
ODCOil-Dri Corp of AmericaCOM7$613<0.1%+7NewHistory
Lithium Americas Argentina Cor Com Shs53681K100Stock234$613<0.1%00.0%Unchanged–
AVAVAeroVironment IncCOM4$616<0.1%−3−42.9%ReducedHistory
NRIXNurix Therapeutics, Inc.COM33$622<0.1%+33NewHistory
WTIW&T Offshore IncCOM376$624<0.1%−1,560−80.6%ReducedHistory
VSTSVestis CorpCOM SHS41$625<0.1%+37+925.0%AddedHistory
MCRIMonarch Casino & Resort IncCOM8$631<0.1%+8NewHistory
MHDBlackRock Muniholdings Fund, Inc.COM54$634<0.1%00.0%UnchangedHistory
OPTUOptimum Communications, Inc.CL A263$634<0.1%00.0%UnchangedHistory
RNWReNew Energy Global plcCL A SHS93$635<0.1%+93NewHistory
SBSISouthside Bancshares IncCOM20$635<0.1%+20NewHistory
ESQEsquire Financial Holdings, Inc.COM8$636<0.1%+8NewHistory
PGNYProgyny, Inc.COM37$638<0.1%+5+15.6%AddedHistory
ICHRIchor Holdings, Ltd.SHS20$644<0.1%+19+1,900.0%AddedHistory
AMWLAmerican Well CorpCOM CL A NEW89$645<0.1%00.0%UnchangedHistory
CLPRClipper Realty Inc.COM141$646<0.1%00.0%UnchangedHistory
ITOSiTeos Therapeutics, Inc.COM85$653<0.1%−85−50.0%ReducedHistory
TCBKTrico BancsharesCOM15$656<0.1%+1+7.1%AddedHistory
FUBOFuboTV Inc.COM524$661<0.1%+23+4.6%AddedHistory
RCKYRocky Brands, Inc.COM29$661<0.1%00.0%UnchangedHistory
THRThermon Group Holdings, Inc.COM23$662<0.1%+23NewHistory
USLMUnited States Lime & Minerals IncCOM5$664<0.1%+5NewHistory
POWLPowell Industries IncStock3$665<0.1%+3NewHistory
WTBAWest Bancorporation IncCAP STK31$671<0.1%00.0%UnchangedHistory
RYTMRhythm Pharmaceuticals, Inc.COM12$672<0.1%+12NewHistory
LACLithium Americas Corp.Stock227$674<0.1%00.0%UnchangedHistory
BLFSBiolife Solutions IncCOM NEW26$675<0.1%+26NewHistory
CCBCoastal Financial CorpCOM NEW8$679<0.1%+8NewHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW35$680<0.1%−24−40.7%ReducedHistory
RMRegional Management Corp.COM20$680<0.1%00.0%UnchangedHistory
EDITEditas Medicine, Inc.COM539$685<0.1%+539NewHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C18$689<0.1%+18NewHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF17$691<0.1%+17New–
TSQTownsquare Media, Inc.CL A76$691<0.1%+76NewHistory
MNKDMannkind CorpCOM NEW108$694<0.1%+108NewHistory
MLCOMelco Resorts & Entertainment LTDADR120$695<0.1%−90−42.9%ReducedHistory
CPFCentral Pacific Financial CorpCOM NEW24$697<0.1%+24NewHistory
GLREGreenlight Capital Re, Ltd.CLASS A50$700<0.1%+50NewHistory
BWBBridgewater Bancshares IncCOM52$703<0.1%00.0%UnchangedHistory
PDSBPDS Biotechnology CorpCOM431$703<0.1%+262+155.0%AddedHistory
Dole PLC Ord Shs256603101Stock52$704<0.1%+52New–
Azul S A05501U106SPONSR ADR PFD426$711<0.1%−63−12.9%Reduced–
GHMGraham CorpCOM16$712<0.1%+16NewHistory
AEHRAehr Test SystemsCOM43$715<0.1%+43NewHistory
WSBCWesbanco IncCOM22$716<0.1%+22NewHistory
AMWDAmerican Woodmark CorpCOM9$716<0.1%+9NewHistory
RDFNRedfin CorpCOM91$716<0.1%+66+264.0%AddedHistory
SUPNSupernus Pharmaceuticals, Inc.COM20$723<0.1%+20NewHistory
SPHRSphere Entertainment Co.CL A18$726<0.1%+17+1,700.0%AddedHistory
BYNDBeyond Meat, Inc.COM193$726<0.1%+118+157.3%AddedHistory
SSTKShutterstock, Inc.COM24$728<0.1%−25−51.0%ReducedHistory
PLAYDave & Buster's Entertainment, Inc.COM25$730<0.1%+25NewHistory
NXENexGen Energy Ltd.COM112$739<0.1%+112NewHistory
ACCDAccolade, Inc.COM216$739<0.1%+216NewHistory
LIFLife360, Inc.COM18$743<0.1%+18NewHistory
REXRex American Resources CorpCOM18$750<0.1%+18NewHistory
TBPHTheravance Biopharma, Inc.COM80$752<0.1%+80NewHistory
CLNEClean Energy Fuels Corp.COM300$753<0.1%+84+38.9%AddedHistory
RXSTRxSight, Inc.COM22$756<0.1%−2,746−99.2%ReducedHistory
PDFSPDF Solutions IncCOM28$758<0.1%+28NewHistory
FRSTPrimis Financial Corp.COM65$758<0.1%00.0%UnchangedHistory
IMRXImmuneering CorpCLASS A COM345$759<0.1%00.0%UnchangedHistory
VYXNCR Voyix CorpCOM55$761<0.1%+38+223.5%AddedHistory
GTLSChart Industries IncCOM4$763<0.1%+4NewHistory
KELYAKelly Services IncCL A55$767<0.1%00.0%UnchangedHistory
WKCWorld Kinect CorpCOM28$770<0.1%−86−75.4%ReducedHistory
CHMICherry Hill Mortgage Investment CorpCOM292$771<0.1%00.0%UnchangedHistory
RXRXRecursion Pharmaceuticals, Inc.CL A115$777<0.1%+115NewHistory
NKTXNkarta, Inc.COM312$777<0.1%00.0%UnchangedHistory

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