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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
HSTHost Hotels & Resorts, Inc.COM674$11.8K<0.1%+49+7.8%AddedHistory
RVLVRevolve Group, Inc.CL A352$11.8K<0.1%−26−6.9%ReducedHistory
MGAMagna International IncCOM281$11.7K<0.1%+14+5.2%AddedHistory
BDCBelden Inc.COM104$11.7K<0.1%+8+8.3%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock425$11.7K<0.1%00.0%Unchanged–
WFGWest Fraser Timber Co., LtdCOM135$11.7K<0.1%−25−15.6%ReducedHistory
FSSFederal Signal CorpCOM126$11.7K<0.1%+14+12.5%AddedHistory
HIHillenbrand, Inc.COM378$11.6K<0.1%+244+182.1%AddedHistory
JJSFJ&J Snack Foods CorpCOM75$11.6K<0.1%−5−6.3%ReducedHistory
AMXAmerica Movil SAB de CVSPON ADS RP CL B813$11.6K<0.1%−39−4.6%ReducedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF316$11.6K<0.1%00.0%Unchanged–
PATKPatrick Industries IncCOM139$11.5K<0.1%+46+49.5%AddedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$11.5K<0.1%00.0%Unchanged–
DCOMDime Commercial Bancshares, Inc.COM374$11.5K<0.1%+16+4.5%AddedHistory
LUMNLumen Technologies, Inc.Stock2,160$11.5K<0.1%−3,350−60.8%ReducedHistory
FRPTFreshpet, Inc.Stock77$11.4K<0.1%+19+32.8%AddedHistory
ARCBArcbest CorpCOM122$11.4K<0.1%−32−20.8%ReducedHistory
HHHHoward Hughes Holdings Inc.COM148$11.4K<0.1%+88+146.7%AddedHistory
VMIValmont Industries IncCOM37$11.4K<0.1%+3+8.8%AddedHistory
HPKHighPeak Energy, Inc.COM772$11.3K<0.1%+762+7,620.0%AddedHistory
GGNGAMCO Global Gold, Natural Resources & Income TrustCOM SH BEN INT3,000$11.3K<0.1%00.0%UnchangedHistory
VOYAVoya Financial, Inc.COM164$11.3K<0.1%+107+187.7%AddedHistory
FBPFirst BancorpCOM NEW607$11.3K<0.1%−385−38.8%ReducedHistory
DTDynatrace, Inc.Stock207$11.3K<0.1%+118+132.6%AddedHistory
FOLDAmicus Therapeutics, Inc.COM1,194$11.2K<0.1%+595+99.3%AddedHistory
FAFFirst American Financial CorpStock180$11.2K<0.1%+117+185.7%AddedHistory
DGICADonegal Group IncCL A726$11.2K<0.1%+80+12.4%AddedHistory
WTFCWintrust Financial CorpCOM90$11.2K<0.1%+17+23.3%AddedHistory
OFGOfg BancorpCOM265$11.2K<0.1%+15+6.0%AddedHistory
IMAXImax CorpCOM436$11.2K<0.1%+36+9.0%AddedHistory
ADUSAddus HomeCare CorpCOM89$11.2K<0.1%+4+4.7%AddedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR206$11.1K<0.1%+3+1.5%AddedHistory
ALITAlight, Inc. / DelawareCOM CL A1,608$11.1K<0.1%+1,069+198.3%AddedHistory
XUnited States Steel CorpCOM326$11.1K<0.1%−23−6.6%ReducedHistory
USACUSA Compression Partners, LPCOMUNIT LTDPAR470$11.1K<0.1%+3+0.6%AddedHistory
UGPUltrapar Holdings IncSP ADR REP COM4,195$11.0K<0.1%+151+3.7%AddedHistory
TRUTransUnionCOM119$11.0K<0.1%+46+63.0%AddedHistory
VSATViasat IncCOM1,296$11.0K<0.1%+187+16.9%AddedHistory
VREVeris Residential, Inc.COM662$11.0K<0.1%00.0%UnchangedHistory
GFIGold Fields LtdSPONSORED ADR832$11.0K<0.1%+206+32.9%AddedHistory
CRCrane CoCOMMON STOCK72$10.9K<0.1%+33+84.6%AddedHistory
FSLYFastly, Inc.CL A1,157$10.9K<0.1%−638−35.5%ReducedHistory
WENWendy's CoStock670$10.9K<0.1%+475+243.6%AddedHistory
HMNHorace Mann Educators CorpCOM278$10.9K<0.1%+83+42.6%AddedHistory
INVAInnoviva, Inc.COM628$10.9K<0.1%+54+9.4%AddedHistory
DEIDouglas Emmett IncCOM587$10.9K<0.1%−245−29.4%ReducedHistory
STSensata Technologies Holding plcSHS397$10.9K<0.1%+217+120.6%AddedHistory
SPDR Series Trust78464A607ST STR DOW REIT110$10.9K<0.1%00.0%Unchanged–
ONTOOnto Innovation Inc.COM65$10.8K<0.1%−29−30.9%ReducedHistory
VanEck ETF Trust92189F437FALLEN ANGEL HG377$10.8K<0.1%+1+0.3%Added–
TXTTextron IncCOM141$10.8K<0.1%+23+19.5%AddedHistory
PLUSEplus IncCOM146$10.8K<0.1%−124−45.9%ReducedHistory
SOBOSouth Bow CorpCOM457$10.8K<0.1%+457NewHistory
DBX ETF Tr233051200XTRACK MSCI EAFE260$10.8K<0.1%+178+217.1%Added–
LXPLXP Industrial TrustCOM1,323$10.7K<0.1%−479−26.6%ReducedHistory
REZIResideo Technologies, Inc.Stock465$10.7K<0.1%+34+7.9%AddedHistory
GESGuess IncCOM761$10.7K<0.1%+761NewHistory
GSLGlobal Ship Lease, Inc.COM CL A486$10.6K<0.1%−85−14.9%ReducedHistory
DIODDiodes IncCOM172$10.6K<0.1%+19+12.4%AddedHistory
Goldman Sachs ETF Tr38149W788CMN301$10.6K<0.1%00.0%Unchanged–
TOLToll Brothers, Inc.COM84$10.6K<0.1%−20−19.2%ReducedHistory
INSPInspire Medical Systems, Inc.COM57$10.6K<0.1%+11+23.9%AddedHistory
Innovator ETFs Trust45782C532US EQTY ULTRA B300$10.5K<0.1%+300New–
SHAKShake Shack Inc.CL A81$10.5K<0.1%+14+20.9%AddedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A776$10.5K<0.1%−192−19.8%ReducedHistory
Northern LTS FD Tr IV66538H278MAIN THEMATC IN500$10.4K<0.1%00.0%Unchanged–
NMFCNew Mountain Finance CorpCOM925$10.4K<0.1%00.0%UnchangedHistory
RLAYRelay Therapeutics, Inc.COM2,528$10.4K<0.1%−3,222−56.0%ReducedHistory
SIGSignet Jewelers LtdSHS129$10.4K<0.1%−22−14.6%ReducedHistory
VVVValvoline IncCOM287$10.4K<0.1%+106+58.6%AddedHistory
GPGIGPGI, Inc.COM CL A675$10.3K<0.1%+3+0.4%AddedHistory
GBDCGolub Capital BDC, Inc.COM682$10.3K<0.1%+165+31.9%AddedHistory
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU378$10.3K<0.1%+372+6,200.0%Added–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$10.3K<0.1%+1,000NewHistory
TFIITFI International Inc.COM76$10.3K<0.1%−97−56.1%ReducedHistory
Barnes Group Inc067806109COM217$10.3K<0.1%+16+8.0%Added–
KLGWK Kellogg CoCOM570$10.3K<0.1%−21−3.6%ReducedHistory
DLXDeluxe CorpCOM453$10.2K<0.1%−245−35.1%ReducedHistory
XPROExpro Group Holdings N.V.COM820$10.2K<0.1%+139+20.4%AddedHistory
VBTXVeritex Holdings, Inc.COM376$10.2K<0.1%+28+8.0%AddedHistory
UWMCUWM Holdings CorpCOM CL A1,738$10.2K<0.1%+1,156+198.6%AddedHistory
CBANColony Bankcorp IncCOM632$10.2K<0.1%+6+1.0%AddedHistory
iShares Tr464287184CHINA LG-CAP ETF335$10.2K<0.1%00.0%Unchanged–
State Street SPDR S&P Semiconductor ETF78464A862ETF41$10.2K<0.1%00.0%Unchanged–
SFNCSimmons First National CorpCL A $1 PAR459$10.2K<0.1%−31−6.3%ReducedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM3,356$10.2K<0.1%+87+2.7%AddedHistory
Paramount Global92556H206CL B972$10.2K<0.1%−307−24.0%Reduced–
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR708$10.1K<0.1%+87+14.0%AddedHistory
ITUBItau Unibanco Holding S.A.SPON ADR REP PFD2,035$10.1K<0.1%−635−23.8%ReducedHistory
SEMSelect Medical Holdings CorpCOM534$10.1K<0.1%−76−12.5%ReducedHistory
AROCArchrock, Inc.COM403$10.0K<0.1%+104+34.8%AddedHistory
AMEDAmedisys IncCOM110$9.99K<0.1%+6+5.8%AddedHistory
Tidal Trust I886364231FUND GRAN US ETF500$9.98K<0.1%+500New–
Sprott ETF Trust85210B201JR GOLD MINERS E300$9.98K<0.1%00.0%Unchanged–
VERXVertex, Inc.Stock187$9.98K<0.1%+19+11.3%AddedHistory
NATLNCR Atleos CorpCOM SHS294$9.97K<0.1%+30+11.4%AddedHistory
FLNCFluence Energy, Inc.COM CL A623$9.89K<0.1%+618+12,360.0%AddedHistory
MIDDMIDDLEBY CorpCOM73$9.89K<0.1%+11+17.7%AddedHistory
UNITUniti Group Inc.COM1,797$9.88K<0.1%+97+5.7%AddedHistory
VVRInvesco Senior Income TrustCOM2,500$9.88K<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