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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
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,993$304.5K<0.1%−230−7.1%Reduced–
NVSNovartis AGADR3,127$304.3K<0.1%+420+15.5%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF7,241$302.8K<0.1%−1,858−20.4%Reduced–
LENLennar CorpCL A2,207$301.0K<0.1%+17+0.8%AddedHistory
SRESempraStock3,389$297.3K<0.1%−347−9.3%ReducedHistory
Victory Portfolios II92647N824VCSHS US EQ INCM4,748$297.1K<0.1%−3,614−43.2%Reduced–
SGOLabrdn Gold ETF TrustETF11,851$296.9K<0.1%+11,851NewHistory
iShares Tr46435G409MSCI INTL VLU FT10,945$296.7K<0.1%+1,297+13.4%Added–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,895$296.7K<0.1%−504−14.8%Reduced–
MDLZMondelez International, Inc.Stock4,967$296.6K<0.1%−408−7.6%ReducedHistory
ITWIllinois Tool Works IncStock1,167$295.9K<0.1%−151−11.5%ReducedHistory
SESea LtdSPONSORD ADS2,771$294.0K<0.1%+1,774+177.9%AddedHistory
DALDelta Air Lines, Inc.COM NEW4,856$293.8K<0.1%−3,356−40.9%ReducedHistory
LDOSLeidos Holdings, Inc.COM2,039$293.7K<0.1%−46−2.2%ReducedHistory
IQVIQVIA Holdings Inc.Stock1,482$291.2K<0.1%+131+9.7%AddedHistory
ENSGEnsign Group, IncCOM2,188$290.6K<0.1%+794+57.0%AddedHistory
ALLAllstate CorpStock1,505$290.1K<0.1%+63+4.4%AddedHistory
SPDR Index Shs FDS78470E106ST STR MSCI EAFE7,279$289.8K<0.1%+21+0.3%Added–
HIGHartford Insurance Group, Inc.Stock2,633$288.0K<0.1%+182+7.4%AddedHistory
NDAQNasdaq, Inc.COM3,706$286.5K<0.1%+1,562+72.9%AddedHistory
BDXBecton Dickinson & CoStock1,262$286.4K<0.1%+491+63.7%AddedHistory
VRNAVerona Pharma plcSPONSORED ADS6,158$286.0K<0.1%+5,964+3,074.2%AddedHistory
iShares Tr46435G672CORE INTL AGGR5,702$284.6K<0.1%+1,878+49.1%Added–
CHRWC. H. Robinson Worldwide, Inc.COM NEW2,748$283.9K<0.1%+62+2.3%AddedHistory
NVTnVent Electric plcSHS4,155$283.2K<0.1%+892+27.3%AddedHistory
NRGNRG Energy, Inc.Stock3,133$282.7K<0.1%+257+8.9%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,253$281.1K<0.1%+660+111.3%Added–
QFINQfin Holdings, Inc.AMERICAN DEP7,302$280.3K<0.1%+7,135+4,272.5%AddedHistory
AFLAflac IncStock2,701$279.4K<0.1%+248+10.1%AddedHistory
LHLabcorp Holdings Inc.Stock1,217$279.1K<0.1%−41−3.3%ReducedHistory
BPBP PLCADR9,423$278.5K<0.1%−4,004−29.8%ReducedHistory
BCSBarclays PLCADR20,952$278.5K<0.1%+16,418+362.1%AddedHistory
COINCoinbase Global, Inc.COM CL A1,116$277.0K<0.1%−303−21.4%ReducedHistory
TYLTyler Technologies IncCOM477$275.1K<0.1%+450+1,666.7%AddedHistory
ORealty Income CorpREIT5,128$273.9K<0.1%−98−1.9%ReducedHistory
PSAPublic StorageCOM914$273.6K<0.1%+731+399.5%AddedHistory
DVADavita Inc.COM1,825$272.9K<0.1%+4+0.2%AddedHistory
ZTSZoetis Inc.Stock1,663$271.0K<0.1%−180−9.8%ReducedHistory
APHAmphenol CorpCL A3,890$270.1K<0.1%+462+13.5%AddedHistory
OTISOtis Worldwide CorpStock2,881$266.8K<0.1%+47+1.7%AddedHistory
TDGTransDigm Group INCCOM209$264.9K<0.1%+31+17.4%AddedHistory
MCOMoodys CorpStock559$264.8K<0.1%+28+5.3%AddedHistory
CHEChemed CorpCOM498$264.1K<0.1%+33+7.1%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF2,112$263.9K<0.1%−18−0.8%Reduced–
AMEAmetek IncCOM1,456$262.4K<0.1%+1+0.1%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$262.0K<0.1%00.0%UnchangedHistory
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF4,790$262.0K<0.1%+4,614+2,621.6%Added–
ULTAUlta Beauty, Inc.Stock601$261.4K<0.1%+147+32.4%AddedHistory
ProShares Tr74347R107PSHS ULT S&P 5002,825$261.3K<0.1%+2,098+288.6%Added–
KMIKinder Morgan, Inc.Stock9,535$261.3K<0.1%−31−0.3%ReducedHistory
AYIAcuity Inc. (DE)Stock891$260.4K<0.1%+128+16.8%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR4,572$260.1K<0.1%−19−0.4%ReducedHistory
NSCNorfolk Southern CorpStock1,104$259.1K<0.1%+9+0.8%AddedHistory
THOThor Industries IncCOM2,705$258.9K<0.1%+8+0.3%AddedHistory
EXPOExponent IncCOM2,905$258.8K<0.1%+22+0.8%AddedHistory
AEPAmerican Electric Power Co IncStock2,799$258.2K<0.1%−152−5.2%ReducedHistory
ERICEricsson LM Telephone CoADR B SEK 1031,970$257.7K<0.1%+24,525+329.4%AddedHistory
CCICrown Castle Inc.REIT2,831$256.9K<0.1%+1,294+84.2%AddedHistory
IRMIron Mountain IncCOM2,427$255.1K<0.1%+751+44.8%AddedHistory
BSXBoston Scientific CorpStock2,850$254.6K<0.1%+421+17.3%AddedHistory
iShares Tr46436E619ESG ADVAN ETF5,967$253.5K<0.1%−3,425−36.5%Reduced–
CMICummins IncStock726$253.1K<0.1%+84+13.1%AddedHistory
MOSMosaic CoCOM10,251$252.0K<0.1%+1,203+13.3%AddedHistory
Pgim ETF Tr69344A107PGIM ULTRA SH BD5,074$251.4K<0.1%−12,190−70.6%Reduced–
Invesco Exchange Traded FD T46137V233S&P 500 TOP 505,026$251.1K<0.1%+2,206+78.2%Added–
SFMSprouts Farmers Market, Inc.COM1,975$251.0K<0.1%+77+4.1%AddedHistory
WDAYWorkday, Inc.CL A972$250.8K<0.1%+72+8.0%AddedHistory
FISFidelity National Information Services, Inc.Stock3,105$250.8K<0.1%−70−2.2%ReducedHistory
CHDChurch & Dwight Co IncCOM2,392$250.5K<0.1%+382+19.0%AddedHistory
METMetlife IncStock3,029$248.0K<0.1%+178+6.2%AddedHistory
CICigna GroupStock897$247.7K<0.1%−54−5.7%ReducedHistory
PPCPilgrims Pride CorpStock5,454$247.6K<0.1%+67+1.2%AddedHistory
PNRPENTAIR plcSHS2,456$247.1K<0.1%+826+50.7%AddedHistory
HEIHeico CorpCOM1,037$246.6K<0.1%+982+1,785.5%AddedHistory
MELIMercadolibre IncCOM145$246.6K<0.1%+80+123.1%AddedHistory
CAHCardinal Health IncStock2,084$246.5K<0.1%−266−11.3%ReducedHistory
AONAon plcCL A682$245.1K<0.1%+14+2.1%AddedHistory
ARCCAres Capital CorpCEF11,173$244.6K<0.1%+28+0.3%AddedHistory
DEODiageo PLCSPON ADR NEW1,923$244.5K<0.1%+445+30.1%AddedHistory
MSCIMSCI Inc.Stock406$243.4K<0.1%+43+11.8%AddedHistory
GMGeneral Motors CoCOM4,565$243.2K<0.1%−621−12.0%ReducedHistory
iShares Inc464286392MSCI WORLD ETF1,563$243.0K<0.1%+1,563New–
FCXFreeport-McMoran IncStock6,365$242.4K<0.1%−1,921−23.2%ReducedHistory
CMECME Group Inc.COM1,039$241.4K<0.1%+335+47.6%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM2,170$240.5K<0.1%+20+0.9%AddedHistory
SWSmurfit Westrock plcStock4,460$240.2K<0.1%+18+0.4%AddedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF4,182$240.1K<0.1%+137+3.4%Added–
VEEVVeeva Systems IncStock1,134$238.4K<0.1%+862+316.9%AddedHistory
SITESiteOne Landscape Supply, Inc.COM1,803$237.6K<0.1%−174−8.8%ReducedHistory
VICIVici Properties Inc.COM8,126$237.3K<0.1%+4,028+98.3%AddedHistory
INFYInfosys LtdSPONSORED ADR10,806$236.9K<0.1%+6,458+148.5%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR16,318$236.4K<0.1%+14,016+608.9%AddedHistory
OLEDUniversal Display CorpCOM1,615$236.1K<0.1%+14+0.9%AddedHistory
FOURShift4 Payments, Inc.CL A2,272$235.8K<0.1%+714+45.8%AddedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP3,593$234.7K<0.1%−1,467−29.0%Reduced–
SPDR Series Trust78464A672ST INTER ETF8,411$234.5K<0.1%+3,123+59.1%Added–
FTNTFortinet, Inc.Stock2,480$234.3K<0.1%+1,757+243.0%AddedHistory
ONOn Semiconductor CorpStock3,712$234.0K<0.1%+139+3.9%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock2,132$233.9K<0.1%+1,854+666.9%AddedHistory
KNSLKinsale Capital Group, Inc.Stock502$233.5K<0.1%+186+58.9%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