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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
FIVEFive Below, IncCOM577$60.6K<0.1%+558+2,936.8%AddedHistory
Franklin Templeton ETF Tr35473P108INTL COR DIV TIL2,016$60.5K<0.1%+2,016New–
ProShares Tr74347X823ULTRPRO DOW30637$60.3K<0.1%+637New–
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX571$60.2K<0.1%−188−24.8%Reduced–
OHIOmega Healthcare Investors IncCOM1,585$60.0K<0.1%+138+9.5%AddedHistory
DRIDarden Restaurants IncCOM321$59.8K<0.1%+9+2.9%AddedHistory
DDOGDatadog, Inc.CL A COM418$59.7K<0.1%−1,269−75.2%ReducedHistory
FLEXFlex Ltd.Stock1,553$59.6K<0.1%+704+82.9%AddedHistory
AXSAxis Capital Holdings LtdSHS671$59.5K<0.1%+285+73.8%AddedHistory
AEEAmeren CorpCOM667$59.4K<0.1%+221+49.6%AddedHistory
DYDycom Industries IncCOM341$59.4K<0.1%+71+26.3%AddedHistory
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF357$59.2K<0.1%+337+1,685.0%Added–
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM4,400$59.0K<0.1%00.0%UnchangedHistory
CBOECboe Global Markets, Inc.COM302$59.0K<0.1%+127+72.6%AddedHistory
J P Morgan Exchange Traded F46641Q159INCOME ETF1,288$58.8K<0.1%−191−12.9%Reduced–
iShares Tr464289883CORE 30 70 ETF1,575$58.7K<0.1%+1,575New–
ETF Ser Solutions26922A289DEFIANCE CONNECT1,224$58.3K<0.1%00.0%Unchanged–
NGGNational Grid PLCSPONSORED ADR NE981$58.3K<0.1%−62−5.9%ReducedHistory
RVTYRevvity, Inc.COM522$58.3K<0.1%+131+33.5%AddedHistory
TDWTidewater IncCOM1,065$58.3K<0.1%+333+45.5%AddedHistory
HASHasbro, Inc.COM1,041$58.2K<0.1%−224−17.7%ReducedHistory
TRIThomson Reuters CorpCOM NO PAR361$57.9K<0.1%+136+60.4%AddedHistory
CTRACoterra Energy Inc.Stock2,266$57.9K<0.1%−1,429−38.7%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR21,237$57.8K<0.1%+1,249+6.2%AddedHistory
PIMCO ETF Tr72201R7830-5 HIGH YIELD616$57.7K<0.1%+1+0.2%Added–
STLAStellantis N.V.SHS4,413$57.6K<0.1%−1,155−20.7%ReducedHistory
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM2,750$57.5K<0.1%00.0%UnchangedHistory
FMXMexican Economic Development IncSPON ADR UNITS672$57.5K<0.1%−56−7.7%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF205$57.4K<0.1%+1+0.5%Added–
LBRDKLiberty Broadband CorpCOM SER C767$57.3K<0.1%−83−9.8%ReducedHistory
NEMNEWMONT CorpStock1,541$57.3K<0.1%−1,943−55.8%ReducedHistory
BIDUBaidu, Inc.ADR680$57.3K<0.1%−217−24.2%ReducedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW510$57.1K<0.1%−35−6.4%ReducedHistory
MOHMolina Healthcare, Inc.COM196$57.0K<0.1%+88+81.5%AddedHistory
CMAComerica IncCOM919$56.8K<0.1%−288−23.9%ReducedHistory
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$56.7K<0.1%+1,684New–
ECGEverus Construction Group, Inc.Stock856$56.3K<0.1%+856NewHistory
RJFRaymond James Financial IncCOM362$56.2K<0.1%+16+4.6%AddedHistory
JBHTHunt J B Transport Services IncCOM329$56.1K<0.1%+134+68.7%AddedHistory
RBLXRoblox CorpStock969$56.1K<0.1%+633+188.4%AddedHistory
iShares Tr46435G433MSCI USA SMCP MN1,351$56.0K<0.1%+6+0.4%Added–
RHIRobert Half Inc.COM794$55.9K<0.1%+304+62.0%AddedHistory
Vanguard Consumer Discretionary ETF92204A108ETF149$55.9K<0.1%00.0%Unchanged–
TAPMolson Coors Beverage CoCL B973$55.8K<0.1%+489+101.0%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR8,089$55.7K<0.1%−366−4.3%ReducedHistory
NLOPNet Lease Office PropertiesCOM1,783$55.6K<0.1%−186−9.4%ReducedHistory
PFGPrincipal Financial Group IncCOM718$55.6K<0.1%+29+4.2%AddedHistory
MTGMgic Investment CorpCOM2,336$55.4K<0.1%+419+21.9%AddedHistory
UHALU-Haul Holding CoCOM799$55.2K<0.1%−542−40.4%ReducedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V2,070$55.0K<0.1%+2,070New–
APPFAppfolio IncCOM CL A222$54.8K<0.1%+208+1,485.7%AddedHistory
ELANElanco Animal Health IncCOM4,503$54.5K<0.1%+25+0.6%AddedHistory
BALLBALL CorpCOM988$54.5K<0.1%−96−8.9%ReducedHistory
DXCMDexcom IncCOM697$54.2K<0.1%+27+4.0%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD4,164$54.1K<0.1%−2,327−35.8%Reduced–
WBSWebster Financial CorpCOM979$54.1K<0.1%+97+11.0%AddedHistory
PCTYPaylocity Holding CorpCOM271$54.1K<0.1%+225+489.1%AddedHistory
HHyatt Hotels CorpCOM CL A343$53.8K<0.1%+5+1.5%AddedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT3,156$53.8K<0.1%00.0%UnchangedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM6,205$53.7K<0.1%+52+0.8%AddedHistory
CGCarlyle Group Inc.COM1,063$53.7K<0.1%+671+171.2%AddedHistory
Vanguard Utilities ETF92204A876ETF325$53.1K<0.1%00.0%Unchanged–
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$53.0K<0.1%00.0%UnchangedHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM2,200$52.7K<0.1%00.0%UnchangedHistory
FLSFlowserve CorpCOM915$52.7K<0.1%+595+185.9%AddedHistory
SYFSynchrony FinancialCOM810$52.6K<0.1%+257+46.5%AddedHistory
NWGNatWest Group plcSPONS ADR5,156$52.4K<0.1%+641+14.2%AddedHistory
HOODRobinhood Markets, Inc.Stock1,407$52.4K<0.1%+899+177.0%AddedHistory
HYTBlackRock Corporate High Yield Fund, Inc.COM5,342$52.4K<0.1%00.0%UnchangedHistory
NTRANatera, Inc.COM331$52.4K<0.1%+261+372.9%AddedHistory
Innovator ETFs Trust45782C474US SML CP PWR B1,402$52.4K<0.1%00.0%Unchanged–
SRSpire IncCOM771$52.3K<0.1%+1+0.1%AddedHistory
TDToronto Dominion BankStock979$52.1K<0.1%−72−6.9%ReducedHistory
SPTNSpartanNash CoCOM2,836$52.0K<0.1%−198−6.5%ReducedHistory
PBAPembina Pipeline CorpCOM1,406$52.0K<0.1%−212−13.1%ReducedHistory
CECelanese CorpStock746$51.6K<0.1%+498+200.8%AddedHistory
CSWCCapital Southwest CorpCOM2,365$51.6K<0.1%+25+1.1%AddedHistory
CLSCelestica IncStock556$51.3K<0.1%−2,975−84.3%ReducedHistory
TRNTrinity Industries IncCOM1,460$51.3K<0.1%−148−9.2%ReducedHistory
MGMMGM Resorts InternationalStock1,478$51.2K<0.1%+633+74.9%AddedHistory
FFIVF5, Inc.Stock203$51.0K<0.1%+49+31.8%AddedHistory
iShares Tr464289867CORE 60 BALA ETF888$50.9K<0.1%+876+7,300.0%Added–
EXPEExpedia Group, Inc.Stock272$50.7K<0.1%+117+75.5%AddedHistory
NTRSNorthern Trust CorpCOM494$50.6K<0.1%+224+83.0%AddedHistory
UTFCohen & Steers Infrastructure Fund IncCOM2,101$50.5K<0.1%+13+0.6%AddedHistory
MLIMueller Industries IncCOM636$50.5K<0.1%−121−16.0%ReducedHistory
DELLDell Technologies Inc.Stock436$50.2K<0.1%−246−36.1%ReducedHistory
KNFKnife River CorpStock493$50.1K<0.1%+16+3.4%AddedHistory
AVTAvnet IncCOM957$50.1K<0.1%+53+5.9%AddedHistory
BROBrown & Brown, Inc.Stock490$50.0K<0.1%+217+79.5%AddedHistory
PTCPTC Inc.Stock271$49.8K<0.1%+18+7.1%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM5,312$49.6K<0.1%+2,422+83.8%AddedHistory
INFNInfinera CorpCOM7,500$49.3K<0.1%−10,000−57.1%ReducedHistory
CRBGCorebridge Financial, Inc.COM1,642$49.1K<0.1%+329+25.1%AddedHistory
VODVodafone Group Public Ltd CoADR5,787$49.1K<0.1%−9,331−61.7%ReducedHistory
JOEST JOE CoCOM1,088$48.9K<0.1%+11+1.0%AddedHistory
KRCKilroy Realty CorpCOM1,208$48.9K<0.1%−4−0.3%ReducedHistory
TALTAL Education GroupSPONSORED ADS4,873$48.8K<0.1%−263−5.1%ReducedHistory
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW691$48.8K<0.1%+679+5,658.3%Added–
iShares Tr464287762US HLTHCARE ETF835$48.7K<0.1%00.0%Unchanged–

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