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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
CCOICogent Communications Holdings, Inc.COM NEW128$9.86K<0.1%+11+9.4%AddedHistory
DNOWDNOW Inc.COM757$9.85K<0.1%+94+14.2%AddedHistory
HGTYHagerty, Inc.CL A COM1,015$9.79K<0.1%+77+8.2%AddedHistory
ZDZiff Davis, Inc.COM180$9.78K<0.1%−174−49.2%ReducedHistory
SEBSeaboard CorpCOM4$9.72K<0.1%+4NewHistory
LZBLa-Z-Boy IncCOM223$9.72K<0.1%+12+5.7%AddedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF201$9.70K<0.1%+3+1.5%Added–
ALGTAllegiant Travel COCOM103$9.69K<0.1%+58+128.9%AddedHistory
SXTSensient Technologies CorpCOM136$9.69K<0.1%−17−11.1%ReducedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR841$9.69K<0.1%−1,025−54.9%ReducedHistory
CONConcentra Group Holdings Parent, Inc.COMMON STOCK489$9.67K<0.1%+489NewHistory
BANCBanc of California, Inc.COM625$9.66K<0.1%−67−9.7%ReducedHistory
CVLTCommvault Systems IncCOM64$9.66K<0.1%+4+6.7%AddedHistory
TNDMTandem Diabetes Care IncCOM NEW268$9.65K<0.1%+25+10.3%AddedHistory
BCOBrinks CoCOM104$9.65K<0.1%−16−13.3%ReducedHistory
VanEck ETF Trust92189F429PREFERRED SECURT559$9.64K<0.1%00.0%Unchanged–
MSBMesabi TrustCTF BEN INT345$9.64K<0.1%00.0%UnchangedHistory
RAMPLiveRamp Holdings, Inc.COM317$9.63K<0.1%+26+8.9%AddedHistory
IBTXIndependent Bank Group, Inc.COM158$9.59K<0.1%−128−44.8%ReducedHistory
TIMBTim S.A.SPONSORED ADR815$9.58K<0.1%−756−48.1%ReducedHistory
GMEGameStop Corp.Stock304$9.53K<0.1%+274+913.3%AddedHistory
MMIMarcus & Millichap, Inc.COM249$9.53K<0.1%+36+16.9%AddedHistory
RNGRingCentral, Inc.CL A272$9.52K<0.1%+250+1,136.4%AddedHistory
HEHawaiian Electric Industries IncCOM977$9.51K<0.1%+387+65.6%AddedHistory
PSNParsons CorpCOM103$9.50K<0.1%+17+19.8%AddedHistory
MHIPioneer Municipal High Income Fund, Inc.COM SHS1,026$9.50K<0.1%00.0%UnchangedHistory
Silvercrest Metals Inc828363101COM1,040$9.46K<0.1%−407−28.1%Reduced–
CWENClearway Energy, Inc.CL C363$9.44K<0.1%+27+8.0%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM LBTY LIV S C138$9.39K<0.1%+27+24.3%AddedHistory
FSMFortuna Mining Corp.Stock2,186$9.38K<0.1%+31+1.4%AddedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR146$9.37K<0.1%−33−18.4%ReducedHistory
ETHEGrayscale Ethereum Staking ETFETF334$9.36K<0.1%−5,467−94.2%ReducedHistory
AROWArrow Financial CorpCOM325$9.33K<0.1%00.0%UnchangedHistory
FFINFirst Financial Bankshares IncCOM258$9.32K<0.1%+47+22.3%AddedHistory
Alps ETF Tr00162Q726BARRONS 400 ETF128$9.30K<0.1%+128New–
MSAMSA Safety IncCOM56$9.29K<0.1%+18+47.4%AddedHistory
AGIAlamos Gold IncStock503$9.28K<0.1%+283+128.6%AddedHistory
URBNUrban Outfitters IncCOM169$9.28K<0.1%+45+36.3%AddedHistory
IIPRInnovative Industrial Properties IncCOM139$9.26K<0.1%+95+215.9%AddedHistory
SCSCScansource, Inc.COM195$9.25K<0.1%+28+16.8%AddedHistory
DLTRDollar Tree, Inc.COM123$9.22K<0.1%−596−82.9%ReducedHistory
HSICHenry Schein IncCOM133$9.20K<0.1%+54+68.4%AddedHistory
RGRSturm Ruger & Co IncStock258$9.13K<0.1%+56+27.7%AddedHistory
PSMTPricesmart IncCOM99$9.13K<0.1%+6+6.5%AddedHistory
AAMIAcadian Asset Management Inc.COM346$9.11K<0.1%+42+13.8%AddedHistory
PCHPotlatchdeltic CorpCOM232$9.11K<0.1%−21−8.3%ReducedHistory
MMSIMerit Medical Systems IncCOM94$9.09K<0.1%+3+3.3%AddedHistory
WESTWestrock Coffee CoCOM1,413$9.07K<0.1%−2,641−65.1%ReducedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK57$9.07K<0.1%+6+11.8%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US415$9.04K<0.1%00.0%Unchanged–
ESGREnstar Group LTDSHS28$9.02K<0.1%+20+250.0%AddedHistory
JLSNuveen Mortgage & Income FundCOM500$9.00K<0.1%00.0%UnchangedHistory
COLLCollegium Pharmaceutical, IncCOM314$9.00K<0.1%+37+13.4%AddedHistory
TKRTimken CoCOM126$8.99K<0.1%−22−14.9%ReducedHistory
FRSHFreshworks Inc.Stock555$8.97K<0.1%+265+91.4%AddedHistory
MDPediatrix Medical Group, Inc.COM683$8.96K<0.1%+100+17.2%AddedHistory
MTRNMATERION CorpCOM90$8.90K<0.1%−74−45.1%ReducedHistory
Fidelity MSCI Energy Index ETF316092402ETF373$8.90K<0.1%00.0%Unchanged–
PTENPatterson Uti Energy IncCOM1,076$8.89K<0.1%−42−3.8%ReducedHistory
SEI Exchange Traded Funds81589A106QIM US LRG CAP Q254$8.89K<0.1%+1+0.4%Added–
AIRAar CorpStock145$8.89K<0.1%+3+2.1%AddedHistory
ITGRInteger Holdings CorpCOM67$8.88K<0.1%−7−9.5%ReducedHistory
HLLYHolley Inc.COM2,940$8.88K<0.1%00.0%UnchangedHistory
Direxion Shs ETF Tr25459W102DLY TECH BULL 3X98$8.87K<0.1%+98New–
LAZLazard, Inc.COM172$8.86K<0.1%+107+164.6%AddedHistory
OPLNOPENLANE, Inc.COM446$8.85K<0.1%−99−18.2%ReducedHistory
ASCArdmore Shipping CorpCOM728$8.85K<0.1%+549+306.7%AddedHistory
HCSGHealthcare Services Group IncCOM761$8.84K<0.1%−314−29.2%ReducedHistory
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW98$8.82K<0.1%+98New–
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM71$8.77K<0.1%+71New–
CCKCrown Holdings, Inc.COM106$8.77K<0.1%−1−0.9%ReducedHistory
NCZVirtus Convertible & Income Fund IICOM2,800$8.76K<0.1%00.0%UnchangedHistory
MTTRMatterport, Inc.COM CL A1,839$8.72K<0.1%−385−17.3%ReducedHistory
ACTEnact Holdings, Inc.COM269$8.71K<0.1%−292−52.0%ReducedHistory
SWXSouthwest Gas Holdings, Inc.COM123$8.70K<0.1%+9+7.9%AddedHistory
Invesco Exch Traded FD Tr II46138E610KBW HIG DV YLD590$8.65K<0.1%00.0%Unchanged–
RGPResources Connection, Inc.COM1,008$8.60K<0.1%+1,008NewHistory
CNXCNX Resources CorpCOM234$8.58K<0.1%+18+8.3%AddedHistory
FWRDForward Air CorpCOM266$8.58K<0.1%+4+1.5%AddedHistory
PLURPluri Inc.COM2,000$8.55K<0.1%00.0%UnchangedHistory
SSentinelOne, Inc.CL A385$8.55K<0.1%+222+136.2%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM85$8.52K<0.1%+10+13.3%AddedHistory
VCVisteon CorpCOM NEW96$8.52K<0.1%+58+152.6%AddedHistory
WSFSWSFS Financial CorpCOM160$8.50K<0.1%−167−51.1%ReducedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$8.50K<0.1%00.0%Unchanged–
HXLHexcel CorpCOM135$8.46K<0.1%+90+200.0%AddedHistory
DSUBlackRock Debt Strategies Fund, Inc.COM NEW786$8.46K<0.1%00.0%UnchangedHistory
AEISAdvanced Energy Industries IncCOM73$8.45K<0.1%+11+17.7%AddedHistory
HLNEHamilton Lane INCCL A57$8.44K<0.1%+4+7.5%AddedHistory
KOSKosmos Energy Ltd.COM2,462$8.42K<0.1%+817+49.7%AddedHistory
VIRTVirtu Financial, Inc.CL A235$8.38K<0.1%+149+173.3%AddedHistory
SITMSITIME CorpCOM39$8.37K<0.1%+6+18.2%AddedHistory
American Centy ETF Tr025072182AVANTIS MODERAT144$8.36K<0.1%+36+33.3%Added–
FNFabrinetSHS38$8.36K<0.1%+9+31.0%AddedHistory
AZEKAZEK Co Inc.CL A176$8.36K<0.1%+115+188.5%AddedHistory
PPBIPacific Premier Bancorp IncCOM335$8.35K<0.1%−411−55.1%ReducedHistory
POWIPower Integrations IncCOM135$8.33K<0.1%+28+26.2%AddedHistory
FSVFirstService CorpCOM46$8.33K<0.1%+14+43.8%AddedHistory
iShares Tr46435U366SELF DRIVNG EV283$8.27K<0.1%00.0%Unchanged–
SSRMSSR Mining Inc.Stock1,183$8.26K<0.1%−1,221−50.8%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