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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
CLColgate Palmolive CoStock4,866$442.3K<0.1%+1,177+31.9%AddedHistory
iShares Tr464288646ISHS 1-5YR INVS8,468$437.8K<0.1%−860−9.2%Reduced–
PHParker-Hannifin CorpStock684$434.7K<0.1%+258+60.6%AddedHistory
ENBEnbridge IncStock10,182$432.0K<0.1%+72+0.7%AddedHistory
BMYBristol Myers Squibb CoStock7,604$430.1K<0.1%+1,015+15.4%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF12,947$430.0K<0.1%+366+2.9%Added–
AIC3.ai, Inc.Stock12,465$429.2K<0.1%−6,999−36.0%ReducedHistory
GPNGlobal Payments IncStock3,823$428.4K<0.1%+221+6.1%AddedHistory
RFRegions Financial CorpCOM18,103$425.8K<0.1%−441−2.4%ReducedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT4,542$423.6K<0.1%+4,150+1,058.7%AddedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D9,864$419.3K<0.1%+9,864NewHistory
FSKFS KKR Capital CorpCOM19,225$417.6K<0.1%+9,449+96.7%AddedHistory
BMAMacro Bank Inc.SPON ADR B4,300$416.1K<0.1%+4,300NewHistory
OKEONEOK IncCOM4,100$411.7K<0.1%+967+30.9%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,938$407.4K<0.1%+1,114+135.2%AddedHistory
KMBKimberly Clark CorpStock3,096$405.7K<0.1%+123+4.1%AddedHistory
CDNSCadence Design Systems IncStock1,348$404.9K<0.1%+162+13.7%AddedHistory
CARRCarrier Global CorpStock5,931$404.9K<0.1%+725+13.9%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF8,992$403.9K<0.1%+2,633+41.4%Added–
American Centy ETF Tr025072604AVANTIS EMGMKT6,867$403.7K<0.1%+958+16.2%Added–
First Tr Exchange-Traded Alp33735B108COM SHS3,484$403.2K<0.1%+3,472+28,933.3%Added–
IBNIcici Bank LtdADR13,442$401.4K<0.1%+294+2.2%AddedHistory
EPDEnterprise Products Partners L.P.Stock12,795$401.2K<0.1%+69+0.5%AddedHistory
JKHYJack Henry & Associates IncStock2,285$400.6K<0.1%+79+3.6%AddedHistory
CORCencora, Inc.Stock1,769$397.5K<0.1%+217+14.0%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM1,715$395.7K<0.1%+188+12.3%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF17,428$395.6K<0.1%−256−1.4%ReducedConverted for a 2-for-1 split–
Fidelity Merrimack STR Tr316188309TOTAL BD ETF8,814$395.5K<0.1%+82+0.9%Added–
CSXCSX CorpStock12,196$393.6K<0.1%+1,705+16.3%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF5,936$392.6K<0.1%+2,698+83.3%Added–
EMREmerson Electric CoStock3,155$391.0K<0.1%+252+8.7%AddedHistory
First Tr Exchange-Traded FD336920103US EQTY OPPT ETF3,268$390.6K<0.1%+3,268New–
AZNAstraZeneca PLCSPONSORED ADR5,936$388.9K<0.1%−286−4.6%ReducedHistory
ETREntergy CorpCOM5,129$388.8K<0.1%+3,375+192.4%AddedConverted for a 2-for-1 splitHistory
COKECoca-Cola Consolidated, Inc.COM308$388.2K<0.1%+43+16.2%AddedHistory
MDTMedtronic plcStock4,855$387.8K<0.1%+1,613+49.8%AddedHistory
AVBAvalonbay Communities IncCOM1,756$386.3K<0.1%+1,001+132.6%AddedHistory
ARESAres Management CorpCL A COM STK2,168$383.8K<0.1%+70+3.3%AddedHistory
AZPNAspen Technology, Inc.COM1,534$382.9K<0.1%+28+1.9%AddedHistory
Advisorshares Tr00768Y768STAR GLOB BUYW8,874$381.2K<0.1%−3,311−27.2%Reduced–
INTUIntuit Inc.Stock601$377.9K<0.1%+51+9.3%AddedHistory
CCitigroup IncStock5,358$377.1K<0.1%−1,794−25.1%ReducedHistory
iShares Tr464287556ISHARES BIOTECH2,844$376.0K<0.1%−1,279−31.0%Reduced–
DFSDiscover Financial ServicesCOM2,160$374.1K<0.1%−33−1.5%ReducedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW2,152$373.6K<0.1%+279+14.9%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS31,728$371.9K<0.1%+24,138+318.0%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM11,118$371.2K<0.1%+704+6.8%Added–
COFCapital One Financial CorpStock2,078$370.6K<0.1%+503+31.9%AddedHistory
CAGConagra Brands Inc.Stock13,321$369.6K<0.1%+4,164+45.5%AddedHistory
ZWSZurn Elkay Water Solutions CorpCOM9,900$369.3K<0.1%+127+1.3%AddedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA13,107$367.3K<0.1%+4,899+59.7%Added–
Ea Series Trust02072L375TBG DIVID FO ETF11,459$366.2K<0.1%+2,057+21.9%Added–
FTAIFTAI Aviation Ltd.SHS2,514$362.1K<0.1%−604−19.4%ReducedHistory
PAYXPaychex IncStock2,567$360.0K<0.1%+48+1.9%AddedHistory
UALUnited Airlines Holdings, Inc.COM3,702$359.5K<0.1%+135+3.8%AddedHistory
AMTAmerican Tower CorpREIT1,953$358.1K<0.1%+939+92.6%AddedHistory
MUMicron Technology IncStock4,252$357.8K<0.1%−1,943−31.4%ReducedHistory
PNCPNC Financial Services Group, Inc.Stock1,845$355.8K<0.1%−204−10.0%ReducedHistory
WITWipro LtdSPON ADR 1 SH99,687$352.9K<0.1%−4,111−4.0%ReducedConverted for a 2-for-1 splitHistory
TERTeradyne, IncStock2,793$351.7K<0.1%−763−21.5%ReducedHistory
USBUS Bancorp DECOM NEW7,321$350.2K<0.1%+3,060+71.8%AddedHistory
SPGSimon Property Group Inc.REIT2,029$349.4K<0.1%+107+5.6%AddedHistory
EHCEncompass Health CorpCOM3,783$349.4K<0.1%+72+1.9%AddedHistory
PLDPrologis, Inc.REIT3,253$343.8K<0.1%+2,264+228.9%AddedHistory
PWRQuanta Services, Inc.COM1,087$343.5K<0.1%+32+3.0%AddedHistory
WCNWaste Connections, Inc.COM1,986$340.8K<0.1%−22−1.1%ReducedHistory
iShares Tr464287622RUS 1000 ETF1,057$340.6K<0.1%+533+101.7%Added–
DTMDT Midstream, Inc.COMMON STOCK3,419$340.0K<0.1%+552+19.3%AddedHistory
iShares Tr464287861EUROPE ETF6,519$339.4K<0.1%+294+4.7%Added–
SAIASaia IncCOM744$339.1K<0.1%+26+3.6%AddedHistory
FASTFastenal CoStock4,706$338.4K<0.1%+2,699+134.5%AddedHistory
iShares Tr464288760US AER DEF ETF2,328$338.3K<0.1%+28+1.2%Added–
SKYChampion Homes, Inc.Stock3,823$336.8K<0.1%+3+0.1%AddedHistory
ProShares Tr74349Y704ULTRA BITCOIN ET6,801$336.1K<0.1%+6,801New–
SPOTSpotify Technology S.A.Stock751$336.0K<0.1%+95+14.5%AddedHistory
KHCKraft Heinz CoStock10,938$335.9K<0.1%+3,126+40.0%AddedHistory
TMUST-Mobile US, Inc.Stock1,519$335.2K<0.1%+298+24.4%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM470$334.8K<0.1%−160−25.4%ReducedHistory
TDYTeledyne Technologies IncCOM721$334.6K<0.1%+46+6.8%AddedHistory
Fidelity Covington Trust31609A305ENHANCED LARGE9,457$334.4K<0.1%+269+2.9%Added–
NDSNNordson CorpCOM1,589$332.4K<0.1%+38+2.5%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT18,602$329.4K<0.1%+20+0.1%AddedHistory
NOCNorthrop Grumman CorpStock702$329.4K<0.1%+28+4.2%AddedHistory
EMBJEmbraer S.A.ADR8,970$329.0K<0.1%+7,820+680.0%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,346$327.3K<0.1%+2,344+46.9%Added–
Direxion Shs ETF Tr25490K281DLY EMG MK BL 3X11,348$326.5K<0.1%+11,348New–
SHELShell plcADR5,183$324.7K<0.1%−208−3.9%ReducedHistory
TMToyota Motor CorpADS1,654$322.0K<0.1%+695+72.5%AddedHistory
TRGPTarga Resources Corp.COM1,796$320.6K<0.1%+268+17.5%AddedHistory
KMXCarMax IncCOM3,867$316.2K<0.1%+1,999+107.0%AddedHistory
CPTCamden Property TrustREIT2,713$314.8K<0.1%+2,074+324.6%AddedHistory
KEYSKeysight Technologies, Inc.Stock1,952$313.6K<0.1%+61+3.2%AddedHistory
HLTHilton Worldwide Holdings Inc.COM1,266$312.9K<0.1%+219+20.9%AddedHistory
VTRVentas, Inc.REIT5,267$310.2K<0.1%+4,630+726.8%AddedHistory
VRSKVerisk Analytics, Inc.COM1,123$309.4K<0.1%+615+121.1%AddedHistory
iShares Tr46432F859CORE 1 5 YR USD6,473$309.2K<0.1%+6,473New–
CRLCharles River Laboratories International, Inc.COM1,673$308.8K<0.1%+155+10.2%AddedHistory
BJBJ's Wholesale Club Holdings, Inc.COM3,430$306.5K<0.1%+174+5.3%AddedHistory
LRCXLam Research CorpStock4,231$305.6K<0.1%+1,241+41.5%AddedConverted for a 10-for-1 splitHistory
HLIHoulihan Lokey, Inc.CL A1,758$305.3K<0.1%+314+21.7%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