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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
EXEExpand Energy CorpCOM991$98.6K<0.1%+819+476.2%AddedHistory
ULUnilever PLCSPON ADR NEW1,735$98.4K<0.1%−1,343−43.6%ReducedHistory
GIBCgi IncCL A900$98.4K<0.1%−88−8.9%ReducedHistory
LLoews CorpCOM1,158$98.1K<0.1%+38+3.4%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM416$97.9K<0.1%+93+28.8%AddedHistory
iShares Semiconductor ETF464287523ETF452$97.4K<0.1%+170+60.3%Added–
SUNSunoco LPCOM UT REP LP1,884$96.9K<0.1%00.0%UnchangedHistory
WKWorkiva IncCOM CL A885$96.9K<0.1%+879+14,650.0%AddedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN2,611$96.8K<0.1%+2+0.1%AddedHistory
HWMHowmet Aerospace Inc.Stock883$96.6K<0.1%+411+87.1%AddedHistory
EWEdwards Lifesciences CorpStock1,304$96.5K<0.1%+282+27.6%AddedHistory
AWPabrdn Global Premier Properties FundCOM SH BEN INT25,000$96.5K<0.1%00.0%UnchangedHistory
VNOVornado Realty TrustSH BEN INT2,291$96.3K<0.1%−349−13.2%ReducedHistory
PTYPIMCO Corporate & Income Opportunity FundCOM6,700$96.3K<0.1%00.0%UnchangedHistory
CTVACorteva, Inc.Stock1,690$96.3K<0.1%−208−11.0%ReducedHistory
DSGXDescartes Systems Group IncCOM847$96.2K<0.1%+108+14.6%AddedHistory
CNCCentene CorpStock1,585$96.0K<0.1%+325+25.8%AddedHistory
OGNOrganon & Co.Stock6,408$95.6K<0.1%+2,670+71.4%AddedHistory
Invesco Exchange Traded FD T46137V613RAFI US 1000 ETF2,368$95.5K<0.1%00.0%Unchanged–
FXEInvesco CurrencyShares Euro TrustEURO SHS998$95.4K<0.1%+5+0.5%AddedHistory
ATIAti IncStock1,729$95.2K<0.1%+288+20.0%AddedHistory
KIMKimco Realty CorpCOM4,056$95.0K<0.1%+401+11.0%AddedHistory
HSYHershey CoCOM560$94.8K<0.1%−1,728−75.5%ReducedHistory
iShares Inc46434G889EMNG MKTS EQT2,086$94.3K<0.1%+786+60.5%Added–
Vanguard Energy ETF92204A306ETF777$94.3K<0.1%+31+4.2%Added–
SUSuncor Energy IncStock2,639$94.2K<0.1%−132−4.8%ReducedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW14,363$93.5K<0.1%−475−3.2%ReducedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,030$93.2K<0.1%+344+50.1%Added–
RMDResmed IncCOM407$93.1K<0.1%+12+3.0%AddedHistory
DOCUDocuSign, Inc.Stock1,035$93.1K<0.1%−209−16.8%ReducedHistory
iShares Core High Dividend ETF46429B663ETF827$92.9K<0.1%+90+12.2%Added–
DASHDoorDash, Inc.Stock551$92.4K<0.1%+153+38.4%AddedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$92.3K<0.1%00.0%Unchanged–
JPMorgan Ultra-Short Income ETF46641Q837ETF1,830$92.2K<0.1%+1,264+223.3%Added–
AGNCAGNC Investment Corp.REIT9,949$91.6K<0.1%+1,776+21.7%AddedHistory
CWCurtiss Wright CorpStock258$91.6K<0.1%+28+12.2%AddedHistory
STXSeagate Technology Holdings plcORD SHS1,059$91.4K<0.1%−49−4.4%ReducedHistory
HIWHighwoods Properties, Inc.COM2,972$90.9K<0.1%+2,331+363.7%AddedHistory
SNVSynovus Financial CorpCOM NEW1,766$90.5K<0.1%+473+36.6%AddedHistory
BURLBurlington Stores, Inc.COM317$90.4K<0.1%+49+18.3%AddedHistory
Schwab International Equity ETF808524805ETF4,854$89.8K<0.1%−4,152−46.1%ReducedConverted for a 2-for-1 split–
CBRECbre Group, Inc.CL A684$89.8K<0.1%+205+42.8%AddedHistory
iShares Core S&P US Value ETF464287663ETF967$89.5K<0.1%00.0%Unchanged–
AVAAvista CorpCOM2,421$88.7K<0.1%+1,520+168.7%AddedHistory
PCARPaccar IncCOM850$88.4K<0.1%+107+14.4%AddedHistory
INCYIncyte CorpCOM1,275$88.1K<0.1%+787+161.3%AddedHistory
NMRNomura Holdings IncSPONSORED ADR15,175$87.9K<0.1%−85−0.6%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,621$87.8K<0.1%+36+2.3%AddedHistory
Vanguard Industrials ETF92204A603ETF345$87.8K<0.1%00.0%Unchanged–
MMYTMakeMyTrip LtdStock779$87.5K<0.1%−24−3.0%ReducedHistory
CPACopa Holdings, S.A.CL A991$87.1K<0.1%+591+147.8%AddedHistory
Advisorshares Ranger Equity Bear ETF00768Y883CEF5,320$86.9K<0.1%+299+6.0%Added–
CVNACarvana Co.CL A426$86.6K<0.1%+74+21.0%AddedHistory
NWSANews CorpCL A3,142$86.5K<0.1%+334+11.9%AddedHistory
VALEVale S.A.SPONSORED ADS9,738$86.4K<0.1%+4,580+88.8%AddedHistory
JLLJones Lang Lasalle IncCOM341$86.3K<0.1%+30+9.6%AddedHistory
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$86.3K<0.1%00.0%Unchanged–
U.S. Global Jets ETF26922A842ETF3,383$85.8K<0.1%−503−12.9%Reduced–
FNDFloor & Decor Holdings, Inc.CL A859$85.6K<0.1%+793+1,201.5%AddedHistory
BCCBoise Cascade CoCOM715$85.0K<0.1%+5+0.7%AddedHistory
BHPBHP Group LtdADR1,730$84.5K<0.1%−553−24.2%ReducedHistory
SILASila Realty Trust, Inc.COMMON STOCK3,465$84.3K<0.1%+2,895+507.9%AddedHistory
iShares Tr464288273EAFE SML CP ETF1,383$84.0K<0.1%+640+86.1%Added–
STLDSteel Dynamics IncCOM736$84.0K<0.1%+67+10.0%AddedHistory
FEFirstenergy CorpCOM2,107$83.8K<0.1%+406+23.9%AddedHistory
AMTMAmentum Holdings, Inc.COM3,978$83.7K<0.1%+730+22.5%AddedHistory
Vanguard Scottsdale FDS92206C573TOTAL CORP BND1,100$83.3K<0.1%+1,100New–
MANHManhattan Associates IncStock308$83.2K<0.1%+182+144.4%AddedHistory
MAPSWM Technology, Inc.COM60,263$83.2K<0.1%00.0%UnchangedHistory
CAPLCrossAmerica Partners LPUT LTD PTN INT3,731$82.1K<0.1%+1,200+47.4%AddedHistory
RITMRithm Capital Corp.REIT7,562$81.9K<0.1%+359+5.0%AddedHistory
RLIRli CorpCOM497$81.9K<0.1%+159+47.0%AddedHistory
BNSBank of Nova ScotiaCOM1,522$81.8K<0.1%−151−9.0%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock570$81.5K<0.1%−3−0.5%ReducedHistory
UFPTUfp Technologies IncCOM333$81.4K<0.1%+66+24.7%AddedHistory
CMCanadian Imperial Bank of CommerceCOM1,283$81.1K<0.1%+99+8.4%AddedHistory
OXLCOxford Lane Capital Corp.COM16,000$81.1K<0.1%00.0%UnchangedHistory
AESAES CorpStock6,295$81.0K<0.1%+3,080+95.8%AddedHistory
NINisource Inc.COM2,202$80.9K<0.1%+1,705+343.1%AddedHistory
NTRNutrien Ltd.COM1,804$80.7K<0.1%+348+23.9%AddedHistory
SANBanco Santander, S.A.ADR17,652$80.5K<0.1%−897−4.8%ReducedHistory
SKMSK Telecom Co LtdSPONSORED ADR3,815$80.3K<0.1%−417−9.9%ReducedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$80.3K<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS825$80.0K<0.1%+249+43.2%AddedHistory
MVSTMicrovast Holdings, Inc.COM38,592$79.9K<0.1%00.0%UnchangedHistory
STNStantec IncCOM1,017$79.8K<0.1%−208−17.0%ReducedHistory
JHGJanus Henderson Group Ltd.ORD SHS1,872$79.6K<0.1%+613+48.7%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,738$79.4K<0.1%+715+35.3%Added–
IDAIdacorp IncCOM725$79.2K<0.1%−21−2.8%ReducedHistory
UTGReaves Utility Income FundCOM SH BEN INT2,500$79.2K<0.1%00.0%UnchangedHistory
VRSNVerisign IncCOM380$78.6K<0.1%+249+190.1%AddedHistory
ZSZscaler, Inc.Stock435$78.5K<0.1%−405−48.2%ReducedHistory
LCIILci IndustriesCOM757$78.2K<0.1%+6+0.8%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD1,046$78.2K<0.1%00.0%Unchanged–
State Street Utilities Select Sector SPDR ETF81369Y886ETF1,031$78.0K<0.1%+527+104.6%Added–
BRKRBruker CorpCOM1,330$78.0K<0.1%+390+41.5%AddedHistory
SNASnap-on IncCOM229$77.6K<0.1%+80+53.7%AddedHistory
AIZAssurant, Inc.Stock364$77.6K<0.1%+84+30.0%AddedHistory
iShares Tr464288687PFD AND INCM SEC2,462$77.4K<0.1%+2,462New–
STWDStarwood Property Trust, Inc.COM4,073$77.2K<0.1%+284+7.5%AddedHistory

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