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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
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF4,133$233.0K<0.1%+4,000+3,007.5%Added–
INTCIntel CorpStock11,556$231.7K<0.1%+3,703+47.2%AddedHistory
ADMArcher-Daniels-Midland CoStock4,577$231.2K<0.1%−49−1.1%ReducedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO1,744$230.9K<0.1%00.0%Unchanged–
SHOPShopify Inc.Stock2,171$230.8K<0.1%−906−29.4%ReducedHistory
OSISOsi Systems IncCOM1,379$230.8K<0.1%+45+3.4%AddedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR11,427$230.1K<0.1%00.0%UnchangedHistory
STESTERIS plcSHS USD1,117$229.5K<0.1%+330+41.9%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS21,145$228.8K<0.1%+20,186+2,104.9%AddedHistory
GLWCorning IncCOM4,800$228.1K<0.1%+1,563+48.3%AddedHistory
SONYSony Group CorpSPONSORED ADR10,769$227.9K<0.1%+294+2.8%AddedConverted for a 5-for-1 splitHistory
UGIUgi CorpStock8,063$227.6K<0.1%+1,260+18.5%AddedHistory
LULUlululemon athletica inc.Stock593$226.8K<0.1%+41+7.4%AddedHistory
DDDuPont de Nemours, Inc.COM2,937$224.0K<0.1%+824+39.0%AddedHistory
ZBHZimmer Biomet Holdings, Inc.Stock2,118$223.7K<0.1%+1,247+143.2%AddedHistory
SBACSba Communications CorpCL A1,093$222.7K<0.1%+1,002+1,101.1%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF5,402$222.4K<0.1%+5,402New–
CARGCarGurus, Inc.COM CL A6,074$221.9K<0.1%+6,071+202,366.7%AddedHistory
GILDGilead Sciences, Inc.Stock2,399$221.6K<0.1%+167+7.5%AddedHistory
BIIBBiogen Inc.COM1,448$221.4K<0.1%+1,258+662.1%AddedHistory
iShares Russell Midcap ETF464287499ETF2,486$219.7K<0.1%00.0%Unchanged–
INGING Groep NVSPONSORED ADR13,979$219.1K<0.1%+10,302+280.2%AddedHistory
MPWRMonolithic Power Systems, Inc.COM370$219.0K<0.1%+4+1.1%AddedHistory
Hartford FDS Exchange Traded41653L859HARTFORD QUALITY8,962$218.6K<0.1%00.0%Unchanged–
SYYSysco CorpStock2,838$217.0K<0.1%+324+12.9%AddedHistory
RMBSRambus IncCOM4,095$216.5K<0.1%+3,978+3,400.0%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF4,971$216.3K<0.1%+343+7.4%Added–
GRMNGarmin LtdSHS1,039$214.4K<0.1%+147+16.5%AddedHistory
PRUPrudential Financial IncStock1,804$213.8K<0.1%+17+1.0%AddedHistory
Etfis Ser Tr I26923G707VIRTUS NEWFLEET9,514$213.6K<0.1%+5,186+119.8%Added–
CHTRCharter Communications, Inc.CL A622$213.2K<0.1%+34+5.8%AddedHistory
MRVLMarvell Technology, Inc.COM1,926$212.7K<0.1%−100−4.9%ReducedHistory
PEGPublic Service Enterprise Group IncCOM2,494$210.8K<0.1%+881+54.6%AddedHistory
SNPSSynopsys IncCOM434$210.6K<0.1%+110+34.0%AddedHistory
HRHealthcare Realty Trust IncCL A COM12,405$210.3K<0.1%+9,504+327.6%AddedHistory
AIGAmerican International Group, Inc.Stock2,876$209.4K<0.1%+280+10.8%AddedHistory
KTKT CorpSPONSORED ADR13,489$209.3K<0.1%+8,634+177.8%AddedHistory
CNPCenterpoint Energy IncCOM6,595$209.3K<0.1%−298−4.3%ReducedHistory
WUWestern Union COStock19,678$208.6K<0.1%+18,818+2,188.1%AddedHistory
WSTWest Pharmaceutical Services IncCOM635$208.1K<0.1%+537+548.0%AddedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,145$207.7K<0.1%+1,761+458.6%Added–
SMGScotts Miracle-Gro CoStock3,128$207.5K<0.1%+65+2.1%AddedHistory
HUBSHubSpot IncCOM297$206.8K<0.1%−94−24.0%ReducedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF7,852$205.4K<0.1%−26−0.3%Reduced–
ITGartner IncCOM424$205.4K<0.1%+28+7.1%AddedHistory
LNGCheniere Energy, Inc.COM NEW952$204.6K<0.1%+318+50.2%AddedHistory
TTDTrade Desk, Inc.Stock1,733$203.7K<0.1%+771+80.1%AddedHistory
CHKPCheck Point Software Technologies LtdORD1,088$203.1K<0.1%+737+210.0%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR4,053$203.0K<0.1%+1,786+78.8%AddedHistory
NNNNNN REIT, Inc.REIT4,953$202.3K<0.1%+4,449+882.7%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS9,165$202.0K<0.1%+8,542+1,371.1%AddedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI8,547$201.8K<0.1%−1,045−10.9%Reduced–
IPInternational Paper CoCOM3,748$201.7K<0.1%−1,943−34.1%ReducedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C2,172$201.3K<0.1%+84+4.0%AddedHistory
HMYHarmony Gold Mining Co LtdADR24,378$200.1K<0.1%+23,156+1,894.9%AddedHistory
TBBKBancorp, Inc.COM3,781$199.0K<0.1%+420+12.5%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR5,475$198.8K<0.1%−437−7.4%ReducedHistory
SUISun Communities IncCOM1,614$198.5K<0.1%+1,528+1,776.7%AddedHistory
MTBM&T Bank CorpCOM1,055$198.3K<0.1%−50−4.5%ReducedHistory
TTETotalEnergies SESPONSORED ADS3,632$197.9K<0.1%+424+13.2%AddedHistory
EVREvercore Inc.CLASS A712$197.5K<0.1%+79+12.5%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,021$197.2K<0.1%+53+0.9%Added–
CCEPCoca-Cola Europacific Partners plcSHS2,558$196.5K<0.1%+31+1.2%AddedHistory
RYRoyal Bank of CanadaStock1,628$196.2K<0.1%+157+10.7%AddedHistory
SPDR Series Trust78468R812ST STR MSCI USAQ1,258$194.8K<0.1%+1,258New–
CSGPCostar Group, Inc.COM2,717$194.5K<0.1%+2,387+723.3%AddedHistory
REXRRexford Industrial Realty, Inc.COM5,017$194.0K<0.1%+4,090+441.2%AddedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$193.9K<0.1%00.0%Unchanged–
Timothy Plan887432284US LARGE MID CP7,576$193.7K<0.1%−1,315−14.8%Reduced–
WFWoori Financial Group Inc.SPONSORED ADS6,154$192.3K<0.1%−418−6.4%ReducedHistory
TEAMAtlassian CorpCL A789$192.0K<0.1%+229+40.9%AddedHistory
Franklin Templeton ETF Tr35473P868FRANKLIN DYN MUN7,857$192.0K<0.1%+7,857New–
NTAPNetApp, Inc.Stock1,642$190.6K<0.1%+255+18.4%AddedHistory
BAXBaxter International IncStock6,455$188.2K<0.1%+3,123+93.7%AddedHistory
EAElectronic Arts Inc.COM1,285$188.0K<0.1%−220−14.6%ReducedHistory
EMEEMCOR Group, Inc.Stock414$187.8K<0.1%+98+31.0%AddedHistory
IDXXIDEXX Laboratories IncCOM453$187.3K<0.1%+201+79.8%AddedHistory
SPDR Series Trust78468R739ST NUVE TERM ETF3,947$187.0K<0.1%+12+0.3%Added–
iShares Tr46429B7470-5 YR TIPS ETF1,857$186.8K<0.1%−194−9.5%Reduced–
MFCManulife Financial CorpCOM6,060$186.1K<0.1%+294+5.1%AddedHistory
NSPInsperity, Inc.COM2,401$186.1K<0.1%−706−22.7%ReducedHistory
MTDMettler Toledo International IncCOM152$186.0K<0.1%+34+28.8%AddedHistory
TWLOTwilio IncCL A1,720$185.9K<0.1%+209+13.8%AddedHistory
VMCVulcan Materials COCOM721$185.5K<0.1%−19−2.6%ReducedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS18,360$184.9K<0.1%−166−0.9%ReducedHistory
AXONAxon Enterprise, Inc.COM311$184.8K<0.1%+34+12.3%AddedHistory
RACEFerrari N.V.COM431$183.1K<0.1%+15+3.6%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock17,301$182.9K<0.1%+14,521+522.3%AddedHistory
ITTItt Inc.COM1,279$182.8K<0.1%+116+10.0%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,993$181.2K<0.1%+383+23.8%Added–
EGPEastgroup Properties IncCOM1,125$180.5K<0.1%+366+48.2%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF1,293$180.2K<0.1%+61+5.0%Added–
LADLithia Motors IncCOM501$179.3K<0.1%+92+22.5%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF852$179.2K<0.1%+34+4.2%Added–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,443$179.0K<0.1%−366−6.3%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE4,175$178.5K<0.1%+4,075+4,075.0%Added–
GLOBGlobant S.A.COM831$178.2K<0.1%+808+3,513.0%AddedHistory
EBAYeBay IncCOM2,874$178.0K<0.1%+250+9.5%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,228$177.4K<0.1%−4−0.1%Reduced–
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,540$177.4K<0.1%00.0%Unchanged–

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