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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
BILLBILL Holdings, Inc.Stock303$25.7K<0.1%+82+37.1%AddedHistory
CNHCNH Industrial N.V.SHS2,239$25.4K<0.1%+499+28.7%AddedHistory
iShares Tr46435G102CONV BD ETF298$25.3K<0.1%−140−32.0%Reduced–
Global X FDS37954Y657US PFD ETF1,297$25.3K<0.1%−27−2.0%Reduced–
UIUbiquiti Inc.COM76$25.2K<0.1%+15+24.6%AddedHistory
APLSApellis Pharmaceuticals, Inc.COM786$25.1K<0.1%+758+2,707.1%AddedHistory
ELMEElme CommunitiesSH BEN INT1,638$25.0K<0.1%−194−10.6%ReducedHistory
GFFGriffon CorpCOM350$24.9K<0.1%+29+9.0%AddedHistory
SIRISirius XM Holdings Inc.COMMON STOCK1,086$24.8K<0.1%+262+31.8%AddedHistory
ESSEssex Property Trust, Inc.COM87$24.7K<0.1%+19+27.9%AddedHistory
WINGWingstop Inc.COM87$24.7K<0.1%+73+521.4%AddedHistory
AVTRAvantor, Inc.COM1,172$24.7K<0.1%−707−37.6%ReducedHistory
AOSSmith A O CorpCOM361$24.6K<0.1%+99+37.8%AddedHistory
GLNGGolar LNG LtdSHS581$24.6K<0.1%−96−14.2%ReducedHistory
MTRXMatrix Service CoCOM2,049$24.5K<0.1%+49+2.5%AddedHistory
MTZMastec IncCOM180$24.5K<0.1%+116+181.3%AddedHistory
GDDYGoDaddy Inc.CL A124$24.5K<0.1%+40+47.6%AddedHistory
BKUBankUnited, Inc.COM640$24.4K<0.1%+100+18.5%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP312$24.3K<0.1%−186−37.3%ReducedHistory
ADCAgree Realty CorpCOM345$24.3K<0.1%+92+36.4%AddedHistory
ALBAlbemarle CorpStock282$24.3K<0.1%−542−65.8%ReducedHistory
UCBUnited Community Banks IncCOM752$24.3K<0.1%−51−6.4%ReducedHistory
Flexshares Tr33939L779DISCP DUR MBS1,200$24.3K<0.1%−1−0.1%Reduced–
SPDR Series Trust78464A664ST LON TREAS ETF926$24.2K<0.1%+95+11.4%Added–
WHRWhirlpool CorpStock210$24.0K<0.1%+112+114.3%AddedHistory
CHWCalamos Global Dynamic Income FundCOM3,559$24.0K<0.1%−964−21.3%ReducedHistory
REYNReynolds Consumer Products Inc.COM888$24.0K<0.1%+393+79.4%AddedHistory
HTHTH World Group LtdSPONSORED ADS722$23.8K<0.1%+194+36.7%AddedHistory
SIGISelective Insurance Group IncCOM254$23.8K<0.1%+4+1.6%AddedHistory
SPDR Series Trust78468R622ST BLOO HIGH ETF246$23.5K<0.1%+5+2.1%Added–
VACMarriott Vacations Worldwide CorpCOM261$23.4K<0.1%+198+314.3%AddedHistory
ABCBAmeris BancorpCOM374$23.4K<0.1%−73−16.3%ReducedHistory
MKSIMKS IncCOM224$23.4K<0.1%+117+109.3%AddedHistory
FTDRFrontdoor, Inc.COM427$23.3K<0.1%+163+61.7%AddedHistory
WTRGEssential Utilities, Inc.COM642$23.3K<0.1%+304+89.9%AddedHistory
ARLPAlliance Resource Partners LPStock886$23.3K<0.1%+23+2.7%AddedHistory
HEI.AHeico CorpCL A125$23.3K<0.1%+40+47.1%AddedHistory
WisdomTree Tr97717X701EUROPE HEDGED EQ532$23.3K<0.1%00.0%Unchanged–
GATXGatx CorpCOM150$23.2K<0.1%+1+0.7%AddedHistory
FHIFederated Hermes, Inc.CL B564$23.2K<0.1%+209+58.9%AddedHistory
First Tr Exchng Traded FD VI33740F276FT ENER INCO ETF1,188$23.2K<0.1%+1,188New–
GRFSGrifols SASP ADR REP B NVT3,112$23.2K<0.1%+682+28.1%AddedHistory
BOKFBok Financial CorpCOM NEW217$23.1K<0.1%+150+223.9%AddedHistory
IDCCInterDigital, Inc.COM119$23.1K<0.1%+38+46.9%AddedHistory
HUBGHub Group, Inc.CL A517$23.0K<0.1%+46+9.8%AddedHistory
KEYKeycorpCOM1,342$23.0K<0.1%+152+12.8%AddedHistory
LEGNLegend Biotech CorpSPONSORED ADS707$23.0K<0.1%+499+239.9%AddedHistory
TFXTeleflex IncCOM129$23.0K<0.1%+52+67.5%AddedHistory
EXPEagle Materials IncCOM93$22.9K<0.1%+13+16.3%AddedHistory
NVMINova Ltd.COM116$22.8K<0.1%+78+205.3%AddedHistory
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED800$22.7K<0.1%00.0%Unchanged–
SNAPSnap IncStock2,109$22.7K<0.1%−683−24.5%ReducedHistory
ALTRAltair Engineering Inc.COM CL A208$22.7K<0.1%+5+2.5%AddedHistory
MANManpowerGroup Inc.COM393$22.7K<0.1%+217+123.3%AddedHistory
PBProsperity Bancshares IncCOM300$22.6K<0.1%+46+18.1%AddedHistory
TSLXSixth Street Specialty Lending, Inc.COM1,061$22.6K<0.1%00.0%UnchangedHistory
ETSYEtsy IncCOM427$22.6K<0.1%−238−35.8%ReducedHistory
FTREFortrea Holdings Inc.COMMON STOCK1,206$22.5K<0.1%−169−12.3%ReducedHistory
NTESNetEase, Inc.SPONSORED ADS252$22.5K<0.1%−86−25.4%ReducedHistory
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT339$22.4K<0.1%+339New–
XRAYDentsply Sirona Inc.Stock1,180$22.4K<0.1%+1,056+851.6%AddedHistory
DUOLDuolingo, Inc.CL A COM69$22.4K<0.1%+40+137.9%AddedHistory
MDUMdu Resources Group IncStock1,239$22.3K<0.1%+149+13.7%AddedHistory
CFLTConfluent, Inc.CLASS A COM797$22.3K<0.1%+515+182.6%AddedHistory
WNSWNS (Holdings) LtdCOM SHS468$22.2K<0.1%−182−28.0%ReducedHistory
BRCBrady CorpCL A300$22.2K<0.1%+37+14.1%AddedHistory
BHFBrighthouse Financial, Inc.COM461$22.1K<0.1%+218+89.7%AddedHistory
LAKELakeland Industries IncCOM863$22.1K<0.1%+863NewHistory
SPDR Series Trust78468R804ST STR R1K LOWV133$22.0K<0.1%+133New–
Motley Fool Small-Cap Growth ETF74933W874ETF620$21.9K<0.1%+620New–
GOGrocery Outlet Holding Corp.COM1,405$21.9K<0.1%+1,304+1,291.1%AddedHistory
Innovator ETFs Trust45782C664US EQTY BUF SEP511$21.9K<0.1%+20+4.1%Added–
WEXWEX Inc.COM125$21.9K<0.1%+110+733.3%AddedHistory
GNWGenworth Financial IncCOM SHS3,133$21.9K<0.1%+244+8.4%AddedHistory
LYFTLyft, Inc.CL A COM1,697$21.9K<0.1%+1,697NewHistory
JOBYJoby Aviation, Inc.COMMON STOCK2,692$21.9K<0.1%+127+5.0%AddedHistory
INSMINSMED IncCOM PAR $.01317$21.9K<0.1%+55+21.0%AddedHistory
Global X FDS37954Y343GLBL X MLP ETF442$21.8K<0.1%+442New–
NHCNational Healthcare CorpCOM203$21.8K<0.1%+93+84.5%AddedHistory
HOPEHope Bancorp IncCOM1,775$21.8K<0.1%−491−21.7%ReducedHistory
CVECenovus Energy Inc.COM1,438$21.8K<0.1%−58−3.9%ReducedHistory
NEUNewmarket CorpCOM41$21.7K<0.1%+22+115.8%AddedHistory
EMNEastman Chemical CoStock236$21.6K<0.1%+22+10.3%AddedHistory
GMEDGlobus Medical IncStock260$21.5K<0.1%+82+46.1%AddedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM226$21.5K<0.1%+226New–
MEOHMethanex CorpCOM429$21.4K<0.1%−167−28.0%ReducedHistory
DBX ETF Tr233051432XTRACK USD HIGH592$21.4K<0.1%+29+5.2%Added–
CAKECheesecake Factory IncCOM449$21.3K<0.1%+249+124.5%AddedHistory
LXFRLuxfer Holdings PLCSHS1,626$21.3K<0.1%−379−18.9%ReducedHistory
NICENICE Ltd.SPONSORED ADR125$21.2K<0.1%+29+30.2%AddedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK2,924$21.2K<0.1%+49+1.7%AddedHistory
ALSumisho Air Lease CorpCL A438$21.1K<0.1%+9+2.1%AddedHistory
AAPAdvance Auto Parts IncCOM446$21.1K<0.1%+388+669.0%AddedHistory
VIKViking Holdings LtdORD SHS478$21.1K<0.1%+413+635.4%AddedHistory
GBXGreenbrier Companies IncStock345$21.0K<0.1%+6+1.8%AddedHistory
IXOrix CorpSPONSORED ADR198$21.0K<0.1%−409−67.4%ReducedHistory
SKTTanger Inc.COM615$21.0K<0.1%00.0%UnchangedHistory
OCOwens CorningStock123$20.9K<0.1%+7+6.0%AddedHistory
ACHCAcadia Healthcare Company, Inc.COM528$20.9K<0.1%+515+3,961.5%AddedHistory
AGMFederal Agricultural Mortgage CorpCL C106$20.9K<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