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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
STNGScorpio Tankers Inc.SHS979$48.6K<0.1%+876+850.5%AddedHistory
CCDCalamos Dynamic Convertible & Income FundCOM2,000$48.6K<0.1%00.0%UnchangedHistory
FTITechnipFMC plcCOM1,678$48.6K<0.1%+1,338+393.5%AddedHistory
EWBCEast West Bancorp IncCOM507$48.5K<0.1%−7−1.4%ReducedHistory
NETCloudflare, Inc.CL A COM450$48.5K<0.1%+20+4.7%AddedHistory
VTRSViatris IncStock3,870$48.2K<0.1%+784+25.4%AddedHistory
SLMSLM CorpCOM1,746$48.2K<0.1%+29+1.7%AddedHistory
CINFCincinnati Financial CorpCOM335$48.1K<0.1%+205+157.7%AddedHistory
ARWArrow Electronics, Inc.COM423$47.9K<0.1%+4+1.0%AddedHistory
SPDR Series Trust78464A805ST STR PR SP1500669$47.8K<0.1%+669New–
UNMUnum GroupStock654$47.8K<0.1%+125+23.6%AddedHistory
FITBFifth Third BancorpCOM1,128$47.7K<0.1%+221+24.4%AddedHistory
SWKSSkyworks Solutions, Inc.Stock537$47.6K<0.1%−15−2.7%ReducedHistory
TXNMTXNM Energy IncCOM969$47.6K<0.1%+706+268.4%AddedHistory
SANMSanmina CorpCOM623$47.1K<0.1%+15+2.5%AddedHistory
Vanguard Consumer Staples ETF92204A207ETF223$47.1K<0.1%00.0%Unchanged–
ALKSAlkermes plc.SHS1,635$47.0K<0.1%+842+106.2%AddedHistory
AMCRAmcor plcORD4,995$47.0K<0.1%+46+0.9%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR818$46.8K<0.1%00.0%Unchanged–
SLFSun Life Financial IncCOM788$46.8K<0.1%+3+0.4%AddedHistory
PRVAPrivia Health Group, Inc.COM2,380$46.5K<0.1%+2,350+7,833.3%AddedHistory
FTVFortive CorpStock620$46.5K<0.1%−547−46.9%ReducedHistory
OVVOvintiv Inc.COM1,148$46.5K<0.1%+940+451.9%AddedHistory
WATWaters CorpCOM125$46.4K<0.1%+44+54.3%AddedHistory
SPSCSPS Commerce IncCOM252$46.4K<0.1%−10−3.8%ReducedHistory
JXNJackson Financial Inc.COM CL A530$46.2K<0.1%−65−10.9%ReducedHistory
SMSM Energy CoCOM1,189$46.1K<0.1%−232−16.3%ReducedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC1,066$46.0K<0.1%−250−19.0%Reduced–
BXPBXP, Inc.COM618$46.0K<0.1%+46+8.0%AddedHistory
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,762$45.6K<0.1%−121−6.4%Reduced–
SOLVSolventum CorpStock687$45.4K<0.1%+223+48.1%AddedHistory
NDMONuveen Dynamic Municipal Opportunities FundCOM SHS4,500$45.1K<0.1%00.0%UnchangedHistory
MFGMizuho Financial Group IncSPONSORED ADR9,207$45.0K<0.1%+568+6.6%AddedHistory
CPAYCorpay, Inc.COM SHS133$45.0K<0.1%+55+70.5%AddedHistory
EQTEQT CorpStock976$45.0K<0.1%+205+26.6%AddedHistory
CLFCleveland-Cliffs Inc.COM4,781$44.9K<0.1%+164+3.6%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF1,954$44.9K<0.1%−203−9.4%Reduced–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,484$44.9K<0.1%00.0%Unchanged–
WIXWix.com Ltd.SHS209$44.8K<0.1%−6−2.8%ReducedHistory
MVTBlackRock Munivest Fund II, Inc.COM4,250$44.8K<0.1%−2,083−32.9%ReducedHistory
WYWeyerhaeuser CoCOM NEW1,589$44.7K<0.1%+108+7.3%AddedHistory
iShares Tr46429B333GNMA BOND ETF1,040$44.6K<0.1%+21+2.1%Added–
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS537$44.6K<0.1%+500+1,351.4%AddedHistory
INGRIngredion IncCOM323$44.5K<0.1%+79+32.4%AddedHistory
PEOAdams Natural Resources Fund, Inc.COM2,038$44.3K<0.1%00.0%UnchangedHistory
WPPWPP plcADR861$44.3K<0.1%−315−26.8%ReducedHistory
XYZBlock, Inc.CL A520$44.2K<0.1%+98+23.2%AddedHistory
Vanguard Financials ETF92204A405ETF372$43.9K<0.1%+19+5.4%Added–
PEverpure, Inc.CL A713$43.8K<0.1%+436+157.4%AddedHistory
MODModine Manufacturing CoCOM377$43.7K<0.1%−30−7.4%ReducedHistory
SLGSL Green Realty CorpCOM642$43.6K<0.1%−42−6.1%ReducedHistory
iShares Tr46434V803HDG MSCI EAFE1,254$43.6K<0.1%−623−33.2%Reduced–
OGSONE Gas, Inc.COM628$43.5K<0.1%+47+8.1%AddedHistory
CMCCommercial Metals CoStock876$43.4K<0.1%+126+16.8%AddedHistory
BNLBroadstone Net Lease, Inc.COM2,735$43.4K<0.1%+1,592+139.3%AddedHistory
WisdomTree Tr97717W422INDIA ERNGS FD956$43.3K<0.1%+956New–
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS1,458$42.9K<0.1%00.0%Unchanged–
MMacy's, Inc.COM2,533$42.9K<0.1%−256−9.2%ReducedHistory
BRDGBridge Investment Group Holdings Inc.COM CL A5,097$42.8K<0.1%+10+0.2%AddedHistory
BLEBlackRock Municipal Income Trust IICOM4,054$42.6K<0.1%00.0%UnchangedHistory
AGOAssured Guaranty LtdCOM471$42.4K<0.1%+149+46.3%AddedHistory
YUMCYum China Holdings, Inc.COM878$42.3K<0.1%+324+58.5%AddedHistory
HOLXHologic IncCOM586$42.2K<0.1%+260+79.8%AddedHistory
JNPRJuniper Networks IncCOM1,123$42.1K<0.1%+363+47.8%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM538$42.0K<0.1%+7+1.3%AddedHistory
UTHRUnited Therapeutics CorpCOM119$42.0K<0.1%+27+29.3%AddedHistory
LVSLas Vegas Sands CorpCOM814$41.8K<0.1%−71−8.0%ReducedHistory
KNKnowles CorpCOM2,095$41.8K<0.1%+669+46.9%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM634$41.7K<0.1%+531+515.5%AddedHistory
LABStandard Biotools Inc.COM23,811$41.7K<0.1%+110.0%AddedHistory
NGVTIngevity CorpCOM1,021$41.6K<0.1%+7+0.7%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR954$41.6K<0.1%+236+32.9%AddedHistory
CHRDChord Energy CorpCOM NEW352$41.2K<0.1%−59−14.4%ReducedHistory
TSTenaris SASPONSORED ADS1,084$41.0K<0.1%+478+78.9%AddedHistory
NVRNVR IncCOM5$40.9K<0.1%+3+150.0%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF520$40.9K<0.1%+180+52.9%Added–
GLGlobe Life Inc.COM365$40.7K<0.1%+90+32.7%AddedHistory
FOXFox CorpCL B COM889$40.7K<0.1%−55−5.8%ReducedHistory
EXASExact Sciences CorpCOM721$40.5K<0.1%+46+6.8%AddedHistory
FCFSFirstCash Holdings, Inc.COM391$40.5K<0.1%−17−4.2%ReducedHistory
iShares Tr46436E601ESG MSCI EM LDRS892$40.5K<0.1%00.0%Unchanged–
iShares Russell Top 200 Growth ETF464289438ETF172$40.5K<0.1%+127+282.2%Added–
iShares Tr46428865310-20 YR TRS ETF405$40.3K<0.1%−66−14.0%Reduced–
ARK Next Generation Technology ETF00214Q401ETF373$40.3K<0.1%+349+1,454.2%Added–
STMSTMicroelectronics N.V.NY REGISTRY1,611$40.2K<0.1%+402+33.3%AddedHistory
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$40.2K<0.1%00.0%UnchangedHistory
KMPRKEMPER CorpCOM600$39.9K<0.1%+352+141.9%AddedHistory
ESEEsco Technologies IncCOM299$39.8K<0.1%+7+2.4%AddedHistory
MPTMedical Properties Trust IncCOM10,079$39.8K<0.1%+1,981+24.5%AddedHistory
iShares Tr46432F388MSCI USA VALUE374$39.5K<0.1%+2+0.5%Added–
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,008$39.4K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$39.3K<0.1%00.0%Unchanged–
BRZEBraze, Inc.Stock939$39.3K<0.1%+928+8,436.4%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD820$39.2K<0.1%+85+11.6%AddedHistory
FTSFortis Inc.COM940$39.1K<0.1%+15+1.6%AddedHistory
Global X FDS37954Y715RBTCS ARTFL INTE1,223$39.1K<0.1%+607+98.5%Added–
HWCHancock Whitney CorpCOM713$39.0K<0.1%+17+2.4%AddedHistory
GENGen Digital Inc.Stock1,423$39.0K<0.1%+651+84.3%AddedHistory
KDKyndryl Holdings, Inc.Stock1,124$38.9K<0.1%+297+35.9%AddedHistory
PSLVSprott Physical Silver TrustPHYSICAL SILVER4,028$38.9K<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