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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
CNOCNO Financial Group, Inc.COM469$17.5K<0.1%+137+41.3%AddedHistory
TIGOMillicom International Cellular SACOM STK697$17.4K<0.1%−178−20.3%ReducedHistory
PKXPosco Holdings Inc.SPONSORED ADR401$17.4K<0.1%+213+113.3%AddedHistory
NVSTEnvista Holdings CorpCOM900$17.4K<0.1%+45+5.3%AddedHistory
INFAInformatica Inc.COM CL A669$17.3K<0.1%+669NewHistory
SBRASabra Health Care REIT, Inc.REIT1,001$17.3K<0.1%+67+7.2%AddedHistory
ITCIIntra-Cellular Therapies, Inc.COM207$17.3K<0.1%+131+172.4%AddedHistory
iShares Tr464288844US OIL EQ&SV ETF870$17.2K<0.1%+870New–
BAPCredicorp LtdCOM94$17.2K<0.1%+17+22.1%AddedHistory
Invesco Exch Traded FD Tr II46138E404CEF INM COMPSI896$17.2K<0.1%00.0%Unchanged–
DKSDick's Sporting Goods, Inc.Stock75$17.2K<0.1%+43+134.4%AddedHistory
ACIWAci Worldwide, Inc.Stock330$17.1K<0.1%−49−12.9%ReducedHistory
WisdomTree Tr97717W703INTL EQUITY FD325$17.1K<0.1%00.0%Unchanged–
PRGOPERRIGO Co plcSHS666$17.1K<0.1%+297+80.5%AddedHistory
MMSMaximus, Inc.COM229$17.1K<0.1%+81+54.7%AddedHistory
NWSNews CorpCL B560$17.0K<0.1%+155+38.3%AddedHistory
RGLDRoyal Gold IncStock129$17.0K<0.1%+54+72.0%AddedHistory
DKNGDraftKings Inc.Stock457$17.0K<0.1%−144−24.0%ReducedHistory
ROIVRoivant Sciences Ltd.SHS1,435$17.0K<0.1%+369+34.6%AddedHistory
RRyder System IncCOM108$16.9K<0.1%+15+16.1%AddedHistory
SOHUSohu.com LtdSPONSORED ADS1,284$16.9K<0.1%−321−20.0%ReducedHistory
EXLSExlService Holdings, Inc.COM380$16.9K<0.1%+157+70.4%AddedHistory
SNDRSchneider National, Inc.CL B576$16.9K<0.1%−15−2.5%ReducedHistory
FHBFirst Hawaiian, Inc.COM648$16.8K<0.1%+144+28.6%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF492$16.8K<0.1%00.0%Unchanged–
DOCSDoximity, Inc.CL A312$16.7K<0.1%+90+40.5%AddedHistory
EGHT8X8 IncCOM6,232$16.6K<0.1%+87+1.4%AddedHistory
ASOAcademy Sports & Outdoors, Inc.COM289$16.6K<0.1%−145−33.4%ReducedHistory
MTHMeritage Homes CORPCOM108$16.6K<0.1%−84−43.8%ReducedHistory
ICUIIcu Medical IncCOM107$16.6K<0.1%+9+9.2%AddedHistory
IRTCiRhythm Holdings, Inc.COM184$16.6K<0.1%−46−20.0%ReducedHistory
WYNNWynn Resorts LtdCOM191$16.4K<0.1%−174−47.7%ReducedHistory
ECHOEchoStar CORPCL A716$16.4K<0.1%−45−5.9%ReducedHistory
HODLVanEck Bitcoin ETFSH BEN INT155$16.4K<0.1%+55+55.0%AddedHistory
TENTsakos Energy Navigation LtdSHS944$16.4K<0.1%+848+883.3%AddedHistory
IONSIonis Pharmaceuticals IncCOM468$16.4K<0.1%+230+96.6%AddedHistory
BECNQxo Building Products, Inc.COM161$16.4K<0.1%−28−14.8%ReducedHistory
Tidal Trust I886364645SONICSHARES GBL584$16.3K<0.1%−199−25.4%Reduced–
Chiron Real Estate Inc.37954A204COM NEW2,115$16.3K<0.1%−455−17.7%Reduced–
HOUSAnywhere Real Estate Inc.COM4,928$16.3K<0.1%+528+12.0%AddedHistory
LADRLadder Capital CorpCL A1,453$16.3K<0.1%−30−2.0%ReducedHistory
UNFIUnited Natural Foods IncCOM594$16.2K<0.1%00.0%UnchangedHistory
MURMurphy Oil CorpCOM535$16.2K<0.1%+350+189.2%AddedHistory
PKPark Hotels & Resorts Inc.COM1,148$16.2K<0.1%+516+81.6%AddedHistory
EEFTEuronet Worldwide, Inc.COM157$16.1K<0.1%+44+38.9%AddedHistory
OMFOneMain Holdings, Inc.COM308$16.1K<0.1%+155+101.3%AddedHistory
EXKEndeavour Silver CorpCOM4,375$16.0K<0.1%−52−1.2%ReducedHistory
ACADAcadia Pharmaceuticals IncCOM870$16.0K<0.1%+571+191.0%AddedHistory
LECOLincoln Electric Holdings IncCOM85$15.9K<0.1%+19+28.8%AddedHistory
J P Morgan Exchange Traded F46641Q373BETABUILDERS I279$15.9K<0.1%+3+1.1%Added–
GAINGladstone Investment CorporationdeCEF1,200$15.9K<0.1%00.0%UnchangedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM122$15.8K<0.1%+54+79.4%AddedHistory
ZZillow Group, Inc.CL C CAP STK214$15.8K<0.1%+36+20.2%AddedHistory
TTCToro CoCOM197$15.8K<0.1%+160+432.4%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF145$15.7K<0.1%+132+1,015.4%Added–
CRCCalifornia Resources CorpCOM STOCK303$15.7K<0.1%+256+544.7%AddedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD456$15.7K<0.1%00.0%Unchanged–
GGBGerdau S.A.SPON ADR REP PFD5,436$15.7K<0.1%−5,012−48.0%ReducedHistory
UHSUniversal Health Services IncCL B87$15.6K<0.1%+16+22.5%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC220$15.6K<0.1%+220New–
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS164$15.5K<0.1%−25−13.2%ReducedHistory
JRSNuveen Real Estate Income FundCOM1,800$15.5K<0.1%00.0%UnchangedHistory
CTRECareTrust REIT, Inc.COM573$15.5K<0.1%+221+62.8%AddedHistory
MCSMarcus CorpCOM719$15.5K<0.1%+92+14.7%AddedHistory
BFHBread Financial Holdings, Inc.COM253$15.4K<0.1%−28−10.0%ReducedHistory
QSRRestaurant Brands International Inc.COM236$15.4K<0.1%+78+49.4%AddedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF368$15.4K<0.1%−400−52.1%ReducedConverted for a 1-for-5 splitHistory
HBIHanesbrands Inc.COM1,891$15.4K<0.1%−13−0.7%ReducedHistory
NABLN-able, Inc.COMMON STOCK1,647$15.4K<0.1%+1,066+183.5%AddedHistory
KRGKite Realty Group TrustCOM NEW607$15.3K<0.1%+26+4.5%AddedHistory
CZRCaesars Entertainment, Inc.COM458$15.3K<0.1%+12+2.7%AddedHistory
ABRArbor Realty Trust IncCOM1,105$15.3K<0.1%−248−18.3%ReducedHistory
PBIPitney Bowes IncCOM2,108$15.3K<0.1%+44+2.1%AddedHistory
MATXMatson, Inc.COM113$15.2K<0.1%+5+4.6%AddedHistory
ALABAstera Labs, Inc.Stock115$15.2K<0.1%+103+858.3%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF598$15.2K<0.1%+10+1.7%Added–
GOLFAcushnet Holdings Corp.COM214$15.2K<0.1%−28−11.6%ReducedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,754$15.2K<0.1%−334−16.0%ReducedHistory
SMPLSimply Good Foods CoCOM390$15.2K<0.1%−53−12.0%ReducedHistory
iShares Inc464286608MSCI EURZONE ETF322$15.2K<0.1%+1+0.3%Added–
BTUPeabody Energy CorpCOM723$15.1K<0.1%+546+308.5%AddedHistory
MIRMMirum Pharmaceuticals, Inc.COM365$15.1K<0.1%00.0%UnchangedHistory
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$15.1K<0.1%+1,350NewHistory
AXSMAxsome Therapeutics, Inc.COM178$15.1K<0.1%+58+48.3%AddedHistory
RRXRegal Rexnord CorpCOM97$15.0K<0.1%+8+9.0%AddedHistory
Pacer Developed Markets International Cash Cows 100 ETF69374H873ETF514$15.0K<0.1%−798−60.8%Reduced–
ENREnergizer Holdings, Inc.COM430$15.0K<0.1%+81+23.2%AddedHistory
iShares Tr46432F875MRNGSTR INC ETF769$15.0K<0.1%00.0%Unchanged–
CACICACI International IncCL A37$14.9K<0.1%+20+117.6%AddedHistory
CWTCalifornia Water Service GroupCOM329$14.9K<0.1%+254+338.7%AddedHistory
CWKCushman & Wakefield Ltd.SHS1,138$14.9K<0.1%+118+11.6%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS334$14.9K<0.1%+47+16.4%AddedHistory
BCHBank of ChileSPONSORED ADS655$14.9K<0.1%+195+42.4%AddedHistory
LFUSLittelfuse IncCOM63$14.8K<0.1%00.0%UnchangedHistory
DLBDolby Laboratories, Inc.COM CL A190$14.8K<0.1%+11+6.1%AddedHistory
ATMUAtmus Filtration Technologies Inc.COM378$14.8K<0.1%+96+34.0%AddedHistory
AKRAcadia Realty TrustCOM SH BEN INT612$14.8K<0.1%+52+9.3%AddedHistory
BENFranklin Templeton IncCOM728$14.8K<0.1%+197+37.1%AddedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK456$14.7K<0.1%00.0%UnchangedHistory
XPXP Inc.CL A1,239$14.7K<0.1%−484−28.1%ReducedHistory

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