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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
CXMSprinklr, Inc.CL A92$777<0.1%+92NewHistory
SYMSymbotic Inc.Stock33$783<0.1%+33NewHistory
LTRXLantronix IncCOM NEW190$783<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM11$784<0.1%+11NewHistory
FRHCFreedom Holding Corp.COM6$784<0.1%00.0%UnchangedHistory
WINAWinmark CorpCOM2$786<0.1%+2NewHistory
CTSCTS CorpCOM15$791<0.1%+15NewHistory
GPREGreen Plains Inc.COM84$796<0.1%−212−71.6%ReducedHistory
SWISolarWinds CorpCOM56$798<0.1%+56NewHistory
CERSCerus CorpCOM519$799<0.1%+519NewHistory
BANRBanner CorpCOM NEW12$801<0.1%+12NewHistory
EPCEdgewell Personal Care CoCOM24$806<0.1%−34−58.6%ReducedHistory
QCRHQCR Holdings IncCOM10$807<0.1%+9+900.0%AddedHistory
ALEXAlexander & Baldwin, Inc.COM46$808<0.1%+46NewHistory
THSTreeHouse Foods, Inc.COM23$808<0.1%−314−93.2%ReducedHistory
CASHPathward Financial, Inc.COM11$809<0.1%+11NewHistory
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$811<0.1%−39−70.9%Reduced–
COCOVita Coco Company, Inc.COM22$812<0.1%+22NewHistory
Abrdn ETFs003261203BBRG ALL COMMDY26$815<0.1%+26New–
EBEventbrite, Inc.COM CL A243$816<0.1%+243NewHistory
KVYOKlaviyo, Inc.COM SER A20$825<0.1%+20NewHistory
VECOVeeco Instruments IncCOM31$831<0.1%+14+82.4%AddedHistory
LGVNLongeveron Inc.COM481$832<0.1%00.0%UnchangedHistory
SNDXSyndax Pharmaceuticals IncCOM63$833<0.1%+63NewHistory
PROPROS Holdings, Inc.COM38$834<0.1%+38NewHistory
MPBMid Penn Bancorp IncCOM29$836<0.1%+29NewHistory
ULCCFrontier Group Holdings, Inc.COM118$839<0.1%00.0%UnchangedHistory
LITELumentum Holdings Inc.COM10$840<0.1%+10NewHistory
GAMGeneral American Investors Co IncCOM17$845<0.1%+17NewHistory
PGENPrecigen, Inc.COM755$846<0.1%+755NewHistory
SWBISmith & Wesson Brands, Inc.COM84$849<0.1%−1,007−92.3%ReducedHistory
PWODPenns Woods Bancorp IncCOM28$851<0.1%00.0%UnchangedHistory
HSTMHealthstream IncCOM27$859<0.1%+27NewHistory
FLYWFlywire CorpCOM VTG42$866<0.1%−549−92.9%ReducedHistory
RAPTRAPT Therapeutics, Inc.COM548$866<0.1%+421+331.5%AddedHistory
ASMBAssembly Biosciences, Inc.COM NEW55$868<0.1%00.0%UnchangedHistory
TPICQTpi Composites, IncCOM461$871<0.1%+272+143.9%AddedHistory
MUIBlackRock Municipal Credit Alpha Portfolio, Inc.COM72$873<0.1%00.0%UnchangedHistory
GOLDGold.com, Inc.COM32$877<0.1%+32NewHistory
TEMTempus AI, Inc.CL A26$878<0.1%+26NewHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$880<0.1%00.0%Unchanged–
FBNCFirst BancorpCOM20$880<0.1%+4+25.0%AddedHistory
IRMDIradimed CorpCOM16$880<0.1%+16NewHistory
FCFFirst Commonwealth Financial CorpCOM52$880<0.1%+52NewHistory
CXTCrane NXT, Co.COM15$887<0.1%−15−50.0%ReducedHistory
BLBDBlue Bird CorpCOM23$888<0.1%+23NewHistory
KROKronos Worldwide IncCOM92$897<0.1%+92NewHistory
PENGPenguin Solutions, Inc.SHS47$902<0.1%+45+2,250.0%AddedHistory
PCRXPacira BioSciences, Inc.COM48$904<0.1%+48NewHistory
FROGJFrog LtdStock31$912<0.1%+31NewHistory
ASANAsana, Inc.CL A45$912<0.1%−391−89.7%ReducedHistory
LFSTLifeStance Health Group, Inc.COM124$914<0.1%+11+9.7%AddedHistory
First Tr Exchange-Traded FD33734X127ENERGY ALPHADX56$915<0.1%+56New–
JACKJack in the Box IncCOM22$916<0.1%+22NewHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$922<0.1%00.0%Unchanged–
RRRRed Rock Resorts, Inc.CL A20$925<0.1%+8+66.7%AddedHistory
Fidelity Merrimack STR Tr316188101CORP BOND ETF20$928<0.1%00.0%Unchanged–
ALGAlamo Group IncCOM5$930<0.1%+5NewHistory
BWINBaldwin Insurance Group, Inc.COM CL A24$930<0.1%+12+100.0%AddedHistory
SRGSeritage Growth PropertiesCL A226$931<0.1%+204+927.3%AddedHistory
SCSSteelcase IncCL A79$934<0.1%+79NewHistory
HLMNHillman Solutions Corp.COM96$935<0.1%+96NewHistory
JAMFJamf Holding Corp.COM67$941<0.1%+58+644.4%AddedHistory
LNNLindsay CorpCOM8$946<0.1%+8NewHistory
First Tr Exch TRD Alphdx FD33737J182EMERG MKT ALPH43$947<0.1%+43New–
PDCOPatterson Companies, Inc.COM31$957<0.1%−11−26.2%ReducedHistory
JMIAJumia Technologies AGSPONSORED ADS251$959<0.1%−321−56.1%ReducedHistory
AMPLAmplitude, Inc.Stock91$960<0.1%+91NewHistory
FLGFlagstar Bank, National AssociationStock103$961<0.1%+13+14.4%AddedHistory
SUMSummit Materials, Inc.CL A19$961<0.1%00.0%UnchangedHistory
Pacer FDS Tr69374H402US EXPORT LEAD20$962<0.1%−700−97.2%Reduced–
EQXEquinox Gold Corp.COM192$964<0.1%+4+2.1%AddedHistory
FUNSix Flags Entertainment CorporationCOM20$964<0.1%−44−68.8%ReducedHistory
WAFDWafd IncStock30$967<0.1%+30NewHistory
CENTCentral Garden & Pet CoCOM25$970<0.1%+25NewHistory
SCLStepan CoCOM15$971<0.1%−12−44.4%ReducedHistory
FIGSFIGS, Inc.CL A157$972<0.1%−23−12.8%ReducedHistory
FNBFNB CorpCOM66$975<0.1%+22+50.0%AddedHistory
IBCPIndependent Bank CorpCOM NEW28$975<0.1%+28NewHistory
PWPPerella Weinberg PartnersCLASS A COM41$977<0.1%+41NewHistory
PGREParamount Group, Inc.COM198$978<0.1%−1,399−87.6%ReducedHistory
FLGTFulgent Genetics, Inc.COM53$979<0.1%−209−79.8%ReducedHistory
HUYAHUYA Inc.ADS REP SHS A319$979<0.1%−197−38.2%ReducedHistory
Ea Series Trust02072L607FREEDOM 100 EM30$980<0.1%00.0%Unchanged–
TALOTalos Energy Inc.COM103$1.00K<0.1%−345−77.0%ReducedHistory
INMDInMode Ltd.SHS60$1.00K<0.1%+60NewHistory
HFWAHeritage Financial CorpCOM41$1.00K<0.1%+41NewHistory
OCGNOcugen, Inc.COM1,250$1.01K<0.1%00.0%UnchangedHistory
WTWisdomTree, Inc.COM96$1.01K<0.1%+96NewHistory
UUUUEnergy Fuels IncCOM NEW197$1.01K<0.1%+86+77.5%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF38$1.01K<0.1%−112−74.7%Reduced–
IOVAIovance Biotherapeutics, Inc.COM137$1.01K<0.1%−4,222−96.9%ReducedHistory
MBIMbia IncCOM157$1.01K<0.1%00.0%UnchangedHistory
CCUUnited Breweries Co IncSPONSORED ADR90$1.02K<0.1%−413−82.1%ReducedHistory
CUBICustomers Bancorp, Inc.COM21$1.02K<0.1%+21NewHistory
CRONCronos Group Inc.COM506$1.02K<0.1%−608−54.6%ReducedHistory
FLNGFlex LNG Ltd.SHS45$1.03K<0.1%+45NewHistory
CYRXCryoport, Inc.COM PAR $0.001133$1.03K<0.1%+47+54.7%AddedHistory
NINENine Energy Service, Inc.COM924$1.03K<0.1%00.0%UnchangedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW33$1.04K<0.1%−547−94.3%ReducedConverted for a 1-for-10 splitHistory

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