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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
RBB FD Inc74933W452F/M US TREASURY3,532$176.1K<0.1%+470+15.3%Added–
LWLamb Weston Holdings, Inc.Stock2,618$175.0K<0.1%−90−3.3%ReducedHistory
TROWPrice T Rowe Group IncStock1,547$174.9K<0.1%+1,145+284.8%AddedHistory
MUSAMurphy USA Inc.COM348$174.6K<0.1%+51+17.2%AddedHistory
Vanguard S&P 500 Growth ETF921932505ETF472$172.8K<0.1%+457+3,046.7%Added–
iShares Tr46435G243ESG AWRE 1 5 YR6,995$172.8K<0.1%+436+6.6%Added–
TRVTravelers Companies, Inc.Stock717$172.7K<0.1%+47+7.0%AddedHistory
MCHPMicrochip Technology IncStock2,988$171.3K<0.1%+1,069+55.7%AddedHistory
MARMarriott International IncStock613$171.0K<0.1%+120+24.3%AddedHistory
BKHBlack Hills CorpCOM2,919$170.8K<0.1%+222+8.2%AddedHistory
EXCExelon CorpStock4,530$170.5K<0.1%+7+0.2%AddedHistory
FORForestar Group Inc.COM6,562$170.1K<0.1%+602+10.1%AddedHistory
SSNCSS&C Technologies Holdings IncCOM2,241$169.8K<0.1%+717+47.0%AddedHistory
TGTTarget CorpStock1,253$169.4K<0.1%−291−18.8%ReducedHistory
iShares Tr464288638ISHS 5-10YR INVT3,273$168.6K<0.1%00.0%Unchanged–
CFCF Industries Holdings, Inc.COM1,974$168.5K<0.1%+932+89.4%AddedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF7,148$167.8K<0.1%+7,148New–
Fidelity MSCI Information Technology Index ETF316092808ETF905$167.3K<0.1%+905New–
LOPEGrand Canyon Education, Inc.COM1,021$167.2K<0.1%+744+268.6%AddedHistory
TCOMTrip.com Group LtdADS2,419$166.1K<0.1%+2,045+546.8%AddedHistory
HCAHCA Healthcare, Inc.COM549$164.8K<0.1%+31+6.0%AddedHistory
BRXBrixmor Property Group Inc.COM5,911$164.6K<0.1%+5,857+10,846.3%AddedHistory
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,248$164.5K<0.1%+1,248New–
GEHCGE HealthCare Technologies Inc.Stock2,094$163.7K<0.1%+484+30.1%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock722$163.3K<0.1%+64+9.7%AddedHistory
BABAAlibaba Group Holding LtdADR1,923$163.1K<0.1%−922−32.4%ReducedHistory
CCJCameco CorpStock3,172$163.0K<0.1%+56+1.8%AddedHistory
VRTXVertex Pharmaceuticals IncStock405$163.0K<0.1%−28−6.5%ReducedHistory
ROKRockwell Automation, IncStock571$163.0K<0.1%+5+0.9%AddedHistory
BKRBaker Hughes CoCL A3,972$162.9K<0.1%−350−8.1%ReducedHistory
SLBSLB LimitedStock4,245$162.8K<0.1%+522+14.0%AddedHistory
ECLEcolab Inc.Stock694$162.6K<0.1%+91+15.1%AddedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW6,412$162.4K<0.1%−248−3.7%ReducedHistory
JGHNuveen Global High Income FundSHS12,569$161.4K<0.1%+296+2.4%AddedHistory
VRTVertiv Holdings CoCOM CL A1,419$161.2K<0.1%−920−39.3%ReducedHistory
JCIJohnson Controls International plcStock2,041$161.1K<0.1%+238+13.2%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET5,505$161.0K<0.1%+250+4.8%Added–
iShares MSCI USA Momentum Factor ETF46432F396ETF778$160.9K<0.1%+711+1,061.2%Added–
PCGPG&E CorpStock7,971$160.9K<0.1%+996+14.3%AddedHistory
BF.BBrown Forman CorpStock4,222$160.4K<0.1%+2,684+174.5%AddedHistory
TRMBTrimble Inc.COM2,261$159.8K<0.1%+262+13.1%AddedHistory
HPQHP IncStock4,888$159.5K<0.1%−424−8.0%ReducedHistory
CTASCintas CorpStock872$159.3K<0.1%+500+134.4%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF7,005$159.0K<0.1%+75+1.1%AddedConverted for a 3-for-1 split–
CFGCitizens Financial Group IncCOM3,633$159.0K<0.1%+364+11.1%AddedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS24,601$158.9K<0.1%+24,601NewHistory
ANSSAnsys IncCOM471$158.9K<0.1%+344+270.9%AddedHistory
GNRCGenerac Holdings Inc.Stock1,018$157.8K<0.1%+28+2.8%AddedHistory
URIUnited Rentals, Inc.COM223$157.4K<0.1%+10+4.7%AddedHistory
GVAGranite Construction IncCOM1,793$157.2K<0.1%+8+0.4%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS2,459$157.1K<0.1%−417−14.5%ReducedHistory
MKCMcCormick & Co IncStock2,060$157.1K<0.1%+220+12.0%AddedHistory
HPEHewlett Packard Enterprise CoCOM7,324$156.4K<0.1%+1,442+24.5%AddedHistory
AITApplied Industrial Technologies IncCOM652$156.1K<0.1%+146+28.9%AddedHistory
CPRTCopart IncCOM2,720$156.1K<0.1%+156+6.1%AddedHistory
ZMZoom Communications, Inc.Stock1,908$155.7K<0.1%+281+17.3%AddedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,205$155.0K<0.1%00.0%UnchangedHistory
IVTInvenTrust Properties Corp.COM NEW5,133$154.6K<0.1%+3,462+207.2%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock813$154.2K<0.1%+179+28.2%AddedHistory
HBANHuntington Bancshares IncCOM9,456$153.9K<0.1%+4,666+97.4%AddedHistory
JWNNordstrom IncStock6,300$152.1K<0.1%+6,003+2,021.2%AddedHistory
OPRAOpera LtdSPONSORED ADS8,000$151.5K<0.1%00.0%UnchangedHistory
iShares Tr46435U713US INFRASTRUC3,267$151.2K<0.1%+286+9.6%Added–
IFFInternational Flavors & Fragrances IncCOM1,783$150.8K<0.1%+1,312+278.6%AddedHistory
DOWDow Inc.Stock3,754$150.6K<0.1%+1,044+38.5%AddedHistory
RIORio Tinto PLCADR2,558$150.5K<0.1%−23−0.9%ReducedHistory
ANAutonation, Inc.COM878$149.1K<0.1%−13−1.5%ReducedHistory
DGDollar General CorpCOM1,966$149.1K<0.1%−227−10.4%ReducedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,369$148.7K<0.1%+1,348+132.0%Added–
ADSKAutodesk, Inc.COM503$148.7K<0.1%+42+9.1%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY3,993$148.2K<0.1%+534+15.4%Added–
CPBCAMPBELL'S CoCOM3,539$148.2K<0.1%+3,058+635.8%AddedHistory
PINSPinterest, Inc.CL A5,110$148.2K<0.1%+23+0.5%AddedHistory
ILMNIllumina, Inc.COM1,108$148.1K<0.1%+156+16.4%AddedHistory
First Trust Rising Dividend Achievers ETF33738R506ETF2,498$147.7K<0.1%00.0%Unchanged–
APPAppLovin CorpCOM CL A454$147.0K<0.1%−475−51.1%ReducedHistory
BMOBank of MontrealCOM1,514$146.9K<0.1%−33−2.1%ReducedHistory
American Centy ETF Tr025072885US EQT ETF1,515$146.8K<0.1%+154+11.3%Added–
MEDPMedpace Holdings, Inc.COM441$146.5K<0.1%+405+1,125.0%AddedHistory
CTSHCognizant Technology Solutions CorpCL A1,902$146.3K<0.1%−377−16.5%ReducedHistory
GWREGuidewire Software, Inc.COM864$145.7K<0.1%+641+287.4%AddedHistory
GPIGroup 1 Automotive IncCOM346$145.6K<0.1%+41+13.4%AddedHistory
ELEstee Lauder Companies IncCL A1,942$145.6K<0.1%+1,565+415.1%AddedHistory
DTEDte Energy CoCOM1,205$145.5K<0.1%+90+8.1%AddedHistory
SGNSigning Day Sports, Inc.COM55,302$145.4K<0.1%−2,668,392−98.0%ReducedHistory
STTState Street CorpCOM1,476$144.8K<0.1%+74+5.3%AddedHistory
WTWWillis Towers Watson PLCSHS462$144.8K<0.1%+7+1.5%AddedHistory
EDConsolidated Edison IncStock1,620$144.6K<0.1%+1,334+466.4%AddedHistory
ORIOld Republic International CorpCOM3,989$144.4K<0.1%+592+17.4%AddedHistory
IRIngersoll Rand Inc.COM1,595$144.3K<0.1%+233+17.1%AddedHistory
WDCWestern Digital CorpCOM2,419$144.2K<0.1%+70+3.0%AddedHistory
AEGAegon Ltd.AMER REG 1 CERT24,406$143.8K<0.1%+18,530+315.4%AddedHistory
ESIElement Solutions IncCOM5,649$143.6K<0.1%+1,963+53.3%AddedHistory
ENTGEntegris IncCOM1,448$143.4K<0.1%+617+74.2%AddedHistory
PAYCPaycom Software, Inc.Stock698$143.1K<0.1%+378+118.1%AddedHistory
INVHInvitation Homes Inc.COM4,453$142.4K<0.1%+4,338+3,772.2%AddedHistory
GSKGSK plcADR4,189$141.7K<0.1%+1,902+83.2%AddedHistory
iShares Tr46434V282U S EQUITY FACTR2,346$141.6K<0.1%+6+0.3%Added–
SCCOSouthern Copper CorpStock1,550$141.3K<0.1%−3−0.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL2,012$140.8K<0.1%+299+17.5%Added–

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