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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
OLNOLIN CorpStock618$20.9K<0.1%−95−13.3%ReducedHistory
Strategy Shs86280R811EVEN HIGH DI ETF837$20.7K<0.1%+837New–
MGEEMge Energy IncCOM220$20.7K<0.1%+13+6.3%AddedHistory
SEI Exchange Traded Funds81589A205QIM US LARGE CAP534$20.6K<0.1%+1+0.2%Added–
NOVTNovanta IncCOM135$20.6K<0.1%+85+170.0%AddedHistory
Advisorshares Tr00768Y529DORSY SHRT ETF2,925$20.6K<0.1%00.0%Unchanged–
AMGAffiliated Managers Group, Inc.Stock111$20.5K<0.1%+13+13.3%AddedHistory
LBRTLiberty Energy Inc.COM CL A1,032$20.5K<0.1%+307+42.3%AddedHistory
Golden Ocean Group LtdG39637205SHS NEW2,287$20.5K<0.1%−647−22.1%Reduced–
TMETencent Music Entertainment GroupSPON ADS1,804$20.5K<0.1%+358+24.8%AddedHistory
MCWMister Car Wash, Inc.COM2,805$20.4K<0.1%−276−9.0%ReducedHistory
AXTAAxalta Coating Systems Ltd.COM597$20.4K<0.1%+215+56.3%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM424$20.4K<0.1%+94+28.5%AddedHistory
DVDoubleVerify Holdings, Inc.COM1,062$20.4K<0.1%+725+215.1%AddedHistory
BCEBce IncCOM NEW880$20.4K<0.1%−404−31.5%ReducedHistory
OGEOGE Energy Corp.COM494$20.4K<0.1%+119+31.7%AddedHistory
GRABGrab Holdings LtdCLASS A ORD4,307$20.3K<0.1%+1,205+38.8%AddedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A1,033$20.2K<0.1%−332−24.3%ReducedHistory
WWDWoodward, Inc.COM121$20.1K<0.1%+56+86.2%AddedHistory
HCPHashiCorp, Inc.COM CL A587$20.1K<0.1%+151+34.6%AddedHistory
BLMNBloomin' Brands, Inc.COM1,642$20.1K<0.1%+531+47.8%AddedHistory
CBZCBIZ, Inc.COM244$20.0K<0.1%+23+10.4%AddedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,145$19.9K<0.1%−181−13.7%ReducedHistory
COHRCoherent Corp.COM210$19.9K<0.1%−21−9.1%ReducedHistory
CMBTCmb.tech NVSHS2,000$19.9K<0.1%−1,000−33.3%ReducedHistory
AWIArmstrong World Industries IncCOM140$19.8K<0.1%+62+79.5%AddedHistory
QDELQuidelOrtho CorpCOM443$19.7K<0.1%+219+97.8%AddedHistory
APOGApogee Enterprises, Inc.COM276$19.7K<0.1%+18+7.0%AddedHistory
LPXLouisiana-Pacific CorpCOM190$19.7K<0.1%+50+35.7%AddedHistory
HIMXHimax Technologies, Inc.SPONSORED ADR2,444$19.6K<0.1%−409−14.3%ReducedHistory
BWABorgwarner IncCOM618$19.6K<0.1%+238+62.6%AddedHistory
CRTOCriteo S.A.SPONS ADS496$19.6K<0.1%−273−35.5%ReducedHistory
CROXCrocs, Inc.COM179$19.6K<0.1%−16−8.2%ReducedHistory
JBLUJetBlue Airways CorpCOM2,492$19.6K<0.1%−1,342−35.0%ReducedHistory
PVHPVH Corp.COM185$19.6K<0.1%+121+189.1%AddedHistory
VIAVViavi Solutions Inc.COM1,936$19.6K<0.1%+198+11.4%AddedHistory
PAGSPagSeguro Digital Ltd.COM CL A3,120$19.5K<0.1%−2,596−45.4%ReducedHistory
RYNRayonier IncCOM746$19.5K<0.1%+22+3.0%AddedHistory
ALSNAllison Transmission Holdings IncStock180$19.5K<0.1%+70+63.6%AddedHistory
WTMWhite Mountains Insurance Group LtdCOM10$19.4K<0.1%+1+11.1%AddedHistory
ASHAshland Inc.COM271$19.4K<0.1%+184+211.5%AddedHistory
UUnity Software Inc.COM861$19.3K<0.1%−52−5.7%ReducedHistory
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$19.3K<0.1%00.0%Unchanged–
BGBunge Global SACOM SHS248$19.3K<0.1%+88+55.0%AddedHistory
LBTYALiberty Global Ltd.COM CL A1,509$19.3K<0.1%−184−10.9%ReducedHistory
KTOSKratos Defense & Security Solutions, Inc.COM NEW728$19.2K<0.1%−2−0.3%ReducedHistory
FGF&G Annuities & Life, Inc.COMMON STOCK462$19.1K<0.1%+22+5.0%AddedHistory
NPOEnpro Inc.COM111$19.1K<0.1%−1−0.9%ReducedHistory
OTEXOpen Text CorpCOM674$19.1K<0.1%−34−4.8%ReducedHistory
AVYAvery Dennison CorpCOM102$19.1K<0.1%+10+10.9%AddedHistory
BILIBilibili Inc.SPONS ADS REP Z1,054$19.1K<0.1%+70+7.1%AddedHistory
IRTIndependence Realty Trust, Inc.COM961$19.1K<0.1%+140+17.1%AddedHistory
FYBRFrontier Communications Parent, Inc.COM549$19.1K<0.1%−25−4.4%ReducedHistory
VALValaris LtdCL A429$19.0K<0.1%+98+29.6%AddedHistory
Clearway Energy, Inc.18539C105CL A772$18.9K<0.1%+24+3.2%Added–
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,065$18.9K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F353EMERGING MRKT HI968$18.8K<0.1%00.0%Unchanged–
VSXYVictoria's Secret & Co.COMMON STOCK454$18.8K<0.1%+70+18.2%AddedHistory
INSWInternational Seaways, Inc.COM522$18.8K<0.1%+503+2,647.4%AddedHistory
DACDanaos CorpSHS234$18.7K<0.1%+64+37.6%AddedHistory
SNNRFSunrise Communications AGADS CL A433$18.7K<0.1%+433NewHistory
GLBEGlobal-E Online Ltd.SHS342$18.6K<0.1%+100+41.3%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS358$18.6K<0.1%+218+155.7%AddedHistory
NEOGNeogen CorpCOM1,528$18.6K<0.1%+476+45.2%AddedHistory
ANFAbercrombie & Fitch CoCL A124$18.5K<0.1%+65+110.2%AddedHistory
INTAIntapp, Inc.COM289$18.5K<0.1%+184+175.2%AddedHistory
SEI Exchange Traded Funds81589A304QIM US LARGE VAL557$18.5K<0.1%+3+0.5%Added–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM2,253$18.4K<0.1%00.0%UnchangedHistory
ALVOAlvotechORDINARY SHARES1,390$18.4K<0.1%+1,390NewHistory
Pacer FDS Tr69374H865EMRG MKT CASH946$18.4K<0.1%−194−17.0%Reduced–
LILi Auto Inc.SPONSORED ADS765$18.4K<0.1%−95−11.0%ReducedHistory
TRINTrinity Capital Inc.COM1,268$18.3K<0.1%+729+135.3%AddedHistory
AMKRAmkor Technology, Inc.COM714$18.3K<0.1%+515+258.8%AddedHistory
VETVermilion Energy Inc.COM1,950$18.3K<0.1%−518−21.0%ReducedHistory
KGCKinross Gold CorpCOM1,976$18.3K<0.1%+765+63.2%AddedHistory
PLXSPlexus CorpCOM117$18.3K<0.1%−43−26.9%ReducedHistory
DBX ETF Tr233051143XTRACKRS S&P 500343$18.3K<0.1%+343New–
JBGSJBG Smith PropertiesCOM1,187$18.2K<0.1%+157+15.2%AddedHistory
WPMWheaton Precious Metals Corp.COM324$18.2K<0.1%+50+18.2%AddedHistory
CFFNCapitol Federal Financial, Inc.COM3,086$18.2K<0.1%+71+2.4%AddedHistory
FMSFresenius Medical Care AGSPONSORED ADR805$18.2K<0.1%−44−5.2%ReducedHistory
HAYWHayward Holdings, Inc.COM1,190$18.2K<0.1%+748+169.2%AddedHistory
CNXCConcentrix CorpStock419$18.1K<0.1%+32+8.3%AddedHistory
Invesco Exch Traded FD Tr II46138E594KBW PREM YIELD1,010$18.1K<0.1%+650+180.6%Added–
NFGNational Fuel Gas CoStock298$18.1K<0.1%+6+2.1%AddedHistory
iShares Tr464287770U.S. FIN SVC ETF232$18.1K<0.1%+232New–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM750$18.0K<0.1%−780−51.0%ReducedHistory
PAGPenske Automotive Group, Inc.COM118$18.0K<0.1%+94+391.7%AddedHistory
DXCDXC Technology CoStock894$17.9K<0.1%+344+62.5%AddedHistory
TTMITTM Technologies IncCOM720$17.8K<0.1%−329−31.4%ReducedHistory
XIFRXPLR Infrastructure, LPCOM UNIT PART IN1,000$17.8K<0.1%−1,500−60.0%ReducedHistory
EPRTEssential Properties Realty Trust, Inc.COM565$17.7K<0.1%−98−14.8%ReducedHistory
iShares Tr46435G474FALN ANGLS USD658$17.6K<0.1%+434+193.8%Added–
AAONAaon, Inc.COM PAR $0.004149$17.5K<0.1%−123−45.2%ReducedHistory
LAMRLamar Advertising CoREIT144$17.5K<0.1%+13+9.9%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR1,363$17.5K<0.1%−243−15.1%ReducedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS2,320$17.5K<0.1%−2,926−55.8%ReducedHistory
SMPStandard Motor Products, Inc.Stock565$17.5K<0.1%00.0%UnchangedHistory
OZKBank OZKCOM393$17.5K<0.1%+221+128.5%AddedHistory
COLMColumbia Sportswear CoCOM208$17.5K<0.1%+91+77.8%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