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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
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM26$1.04K<0.1%00.0%Unchanged–
KYMRKymera Therapeutics, Inc.COM26$1.05K<0.1%+14+116.7%AddedHistory
FLNAFilana Therapeutics, Inc.COM445$1.05K<0.1%+153+52.4%AddedHistory
FIVNFive9, Inc.COM26$1.06K<0.1%00.0%UnchangedHistory
ALHCAlignment Healthcare, Inc.COM94$1.06K<0.1%+88+1,466.7%AddedHistory
RIGLRigel Pharmaceuticals IncCOM NEW63$1.06K<0.1%00.0%UnchangedHistory
ROADConstruction Partners, Inc.COM CL A12$1.06K<0.1%+12NewHistory
ATENA10 Networks, Inc.Stock58$1.07K<0.1%+58NewHistory
COHUCohu IncCOM40$1.07K<0.1%+16+66.7%AddedHistory
DXPEDXP Enterprises IncCOM NEW13$1.07K<0.1%+13NewHistory
SYBTStock Yards Bancorp, Inc.COM15$1.07K<0.1%+15NewHistory
CMPRCIMPRESS plcSHS EURO15$1.08K<0.1%+15NewHistory
ATNIATN International, Inc.COM64$1.08K<0.1%+64NewHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 10145$1.08K<0.1%+5+3.6%AddedHistory
ZGNErmenegildo Zegna N.V.ORD SHS131$1.08K<0.1%−125−48.8%ReducedHistory
Tidal ETF Tr886364306SOFI NEXT 50075$1.08K<0.1%00.0%Unchanged–
REPXRiley Exploration Permian, Inc.COM34$1.08K<0.1%+34NewHistory
RCKTRocket Pharmaceuticals, Inc.COM87$1.09K<0.1%+87NewHistory
TCBITexas Capital Bancshares IncCOM14$1.09K<0.1%+14NewHistory
NATRNatures Sunshine Products IncCOM75$1.10K<0.1%00.0%UnchangedHistory
TBRGTruBridge, Inc.COM56$1.10K<0.1%00.0%UnchangedHistory
SRCE1st Source CorpCOM19$1.11K<0.1%+19NewHistory
HDSNHudson Technologies IncCOM199$1.11K<0.1%+199NewHistory
FPIFarmland Partners Inc.COM95$1.12K<0.1%00.0%UnchangedHistory
FATEFate Therapeutics IncCOM682$1.13K<0.1%00.0%UnchangedHistory
Global X FDS37960A735GBL X BLOCKCHAIN22$1.13K<0.1%+22New–
BCRXBiocryst Pharmaceuticals IncCOM150$1.13K<0.1%+50+50.0%AddedHistory
MYDBlackRock Muniyield Fund, Inc.COM109$1.13K<0.1%−2,500−95.8%ReducedHistory
HAPNHappen, Inc.COM NEW70$1.13K<0.1%+62+775.0%AddedHistory
TRIPTripAdvisor, Inc.COM77$1.14K<0.1%+77NewHistory
AVDXAvidXchange Holdings, Inc.COM110$1.14K<0.1%+45+69.2%AddedHistory
AVPTAvePoint, Inc.COM CL A69$1.14K<0.1%+69NewHistory
BLNDBlend Labs, Inc.CL A272$1.15K<0.1%+272NewHistory
JELDJELD-WEN Holding, Inc.COM140$1.15K<0.1%−353−71.6%ReducedHistory
HGHamilton Insurance Group, Ltd.CL B61$1.16K<0.1%+61NewHistory
PIImpinj IncCOM8$1.16K<0.1%−1−11.1%ReducedHistory
ANGOAngiodynamics IncCOM127$1.16K<0.1%+127NewHistory
OLOOlo Inc.CL A152$1.17K<0.1%+152NewHistory
ARQTArcutis Biotherapeutics, Inc.COM84$1.17K<0.1%+84NewHistory
AORTArtivion, Inc.COM41$1.17K<0.1%+41NewHistory
NEXNNexxen International Ltd.ADS117$1.17K<0.1%+117NewHistory
XENEXenon Pharmaceuticals Inc.COM30$1.18K<0.1%−388−92.8%ReducedHistory
Dada Nexus Ltd23344D108ADS973$1.18K<0.1%+9+0.9%Added–
MGNIMagnite, Inc.COM74$1.18K<0.1%−109−59.6%ReducedHistory
Investment Managers Ser Tr I46144X131TRADR 2X SHORT28$1.18K<0.1%+28New–
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.18K<0.1%00.0%Unchanged–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF11$1.18K<0.1%+11New–
CBIOCrescent Biopharma, Inc.COM4,755$1.18K<0.1%00.0%UnchangedHistory
FBKFB Financial CorpCOM23$1.19K<0.1%+9+64.3%AddedHistory
UFCSUnited Fire Group IncCOM42$1.20K<0.1%+42NewHistory
LMATLemaitre Vascular IncCOM13$1.20K<0.1%+13NewHistory
SIGASiga Technologies IncCOM200$1.20K<0.1%+200NewHistory
MERCMercer International Inc.COM185$1.20K<0.1%+17+10.1%AddedHistory
HNSTHonest Company, Inc.COM174$1.21K<0.1%+174NewHistory
COURCoursera, Inc.COM142$1.21K<0.1%+120+545.5%AddedHistory
PFSIPennyMac Financial Services, Inc.COM12$1.23K<0.1%+12NewHistory
IBPInstalled Building Products, Inc.COM7$1.23K<0.1%−6−46.2%ReducedHistory
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF50$1.23K<0.1%00.0%Unchanged–
NREFNexPoint Real Estate Finance, Inc.COM79$1.24K<0.1%+79NewHistory
iShares Inc464286806MSCI GERMANY ETF39$1.24K<0.1%+39New–
MLKNMillerknoll, Inc.COM55$1.24K<0.1%−1,146−95.4%ReducedHistory
MCBSMetroCity Bankshares, Inc.COM39$1.25K<0.1%+16+69.6%AddedHistory
NECBNorthEast Community Bancorp, Inc.COM51$1.25K<0.1%+22+75.9%AddedHistory
NGLNGL Energy Partners LPCOM UNIT REPST250$1.25K<0.1%00.0%UnchangedHistory
GRNTGranite Ridge Resources, Inc.COM195$1.26K<0.1%+195NewHistory
RDWRRadware LtdORD57$1.28K<0.1%00.0%UnchangedHistory
NBHCNational Bank Holdings CorpCL A30$1.29K<0.1%+30NewHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK103$1.29K<0.1%−588−85.1%ReducedHistory
COMPCompass, Inc.CL A223$1.30K<0.1%+223NewHistory
GIIIG III Apparel Group LtdCOM40$1.30K<0.1%+40NewHistory
APPSDigital Turbine, Inc.COM NEW772$1.30K<0.1%+84+12.2%AddedHistory
HNIHni CorpStock26$1.31K<0.1%+14+116.7%AddedHistory
VCTRVictory Capital Holdings, Inc.COM CL A20$1.31K<0.1%+20NewHistory
PTONPeloton Interactive, Inc.CL A COM151$1.31K<0.1%+151NewHistory
AGYSAgilysys IncCOM10$1.32K<0.1%+4+66.7%AddedHistory
DFINDonnelley Financial Solutions, Inc.COM21$1.32K<0.1%+21NewHistory
ARLOArlo Technologies, Inc.COM118$1.32K<0.1%+118NewHistory
DAOYoudao, Inc.SPONSORED ADS179$1.32K<0.1%00.0%UnchangedHistory
FVRRFiverr International Ltd.ORD SHS42$1.33K<0.1%−47−52.8%ReducedHistory
EYENational Vision Holdings, Inc.COM128$1.33K<0.1%+128NewHistory
CRSRCorsair Gaming, Inc.COM202$1.33K<0.1%−270−57.2%ReducedHistory
SGSweetgreen, Inc.COM CL A42$1.35K<0.1%+42NewHistory
CASSCass Information Systems IncCOM33$1.35K<0.1%+33NewHistory
IIINInsteel Industries IncCOM50$1.35K<0.1%+50NewHistory
XHRXenia Hotels & Resorts, Inc.COM91$1.35K<0.1%−489−84.3%ReducedHistory
NCMINational CineMedia, Inc.COM NEW204$1.35K<0.1%+204NewHistory
PRAAPra Group IncCOM65$1.36K<0.1%−130−66.7%ReducedHistory
SDRLSEADRILL LtdCOM35$1.36K<0.1%+35NewHistory
Avidity Biosciences, Inc.05370A108COM47$1.37K<0.1%+25+113.6%Added–
PLABPhotronics IncCOM58$1.37K<0.1%+58NewHistory
PLMRPalomar Holdings, Inc.Stock13$1.37K<0.1%+13NewHistory
NARIInari Medical, Inc.Stock27$1.38K<0.1%+26+2,600.0%AddedHistory
J P Morgan Exchange-Traded F46641Q340BETABUILDERS US14$1.38K<0.1%00.0%Unchanged–
PPLIPeople IncCOM NEW32$1.38K<0.1%−101−75.9%ReducedHistory
HVTHaverty Furniture Companies IncCOM62$1.38K<0.1%+62NewHistory
GTYGetty Realty CorpCOM46$1.39K<0.1%+46NewHistory
CTOCTO Realty Growth, Inc.COM71$1.40K<0.1%−92−56.4%ReducedHistory
LULufax Holding LtdADS REP SHS CL A586$1.40K<0.1%+137+30.5%AddedHistory
iShares U.S. Medical Devices ETF464288810ETF24$1.40K<0.1%00.0%Unchanged–
ATRCAtriCure, Inc.COM46$1.41K<0.1%+46NewHistory

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