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.
- Positions
- 3,750
- +712 vs. Q3 2024
- Portfolio value
- $1.78B
- +$199.6M (+12.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SNYSanofi | SPONSORED ADR | 2,917 | $140.7K | <0.1% | −1,227−29.6% | Reduced | History |
| Invesco Exch TRD SLF Idx FD46138J619 | RUSL 1000 DYNM | 2,587 | $140.3K | <0.1% | +3+0.1% | Added | – |
| HLNHaleon plc | ADR | 14,601 | $139.3K | <0.1% | +2,747+23.2% | Added | History |
| SOFISoFi Technologies, Inc. | Stock | 8,991 | $138.5K | <0.1% | −1,193−11.7% | Reduced | History |
| FFord Motor Co | Stock | 13,982 | $138.4K | <0.1% | −16,611−54.3% | Reduced | History |
| iShares Tips Bond ETF464287176 | ETF | 1,292 | $137.6K | <0.1% | −263−16.9% | Reduced | – |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 3,647 | $137.3K | <0.1% | +195+5.6% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 5,298 | $137.0K | <0.1% | +3,074+138.2% | AddedConverted for a 2-for-1 split | – |
| ESEversource Energy | Stock | 2,381 | $136.7K | <0.1% | +703+41.9% | Added | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 1,840 | $136.2K | <0.1% | −2,000−52.1% | Reduced | History |
| FHNFirst Horizon Corp | COM | 6,751 | $136.0K | <0.1% | +3,801+128.8% | Added | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 1,348 | $135.3K | <0.1% | +996+283.0% | Added | – |
| GWWW.W. Grainger, Inc. | Stock | 128 | $134.9K | <0.1% | +15+13.3% | Added | History |
| TELTE Connectivity plc | Stock | 941 | $134.5K | <0.1% | +226+31.6% | Added | History |
| iShares Tr46434V787 | YLD OPTIM BD | 6,054 | $134.2K | <0.1% | +141+2.4% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,449 | $134.0K | <0.1% | +1,353+1,409.4% | Added | – |
| AGNTAGNT, Inc. | COM | 11,540 | $132.8K | <0.1% | −4,071−26.1% | Reduced | History |
| APAAPA Corp | Stock | 5,714 | $131.9K | <0.1% | +3,067+115.9% | Added | History |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 1,336 | $131.6K | <0.1% | +1,336 | New | – |
| American Centy ETF Tr025072232 | AVANTIS ALL EQT | 1,815 | $131.3K | <0.1% | +812+81.0% | Added | – |
| KBHKB Home | COM | 1,995 | $131.1K | <0.1% | +5+0.3% | Added | History |
| KRKroger Co | Stock | 2,142 | $131.0K | <0.1% | +227+11.9% | Added | History |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 16,645 | $130.8K | <0.1% | 00.0% | Unchanged | History |
| SSBSouthState Bank Corp | COM | 1,314 | $130.7K | <0.1% | −16−1.2% | Reduced | History |
| EQHEquitable Holdings, Inc. | COM | 2,756 | $130.0K | <0.1% | +134+5.1% | Added | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 2,132 | $129.8K | <0.1% | −30−1.4% | Reduced | History |
| EXRExtra Space Storage Inc. | COM | 866 | $129.6K | <0.1% | +615+245.0% | Added | History |
| YUMYum Brands Inc | Stock | 961 | $129.0K | <0.1% | +30+3.2% | Added | History |
| EGOEldorado Gold Corp | COM | 8,663 | $128.8K | <0.1% | +61+0.7% | Added | History |
| AAgilent Technologies, Inc. | COM | 957 | $128.6K | <0.1% | +145+17.9% | Added | History |
| NUENucor Corp | COM | 1,093 | $127.6K | <0.1% | +370+51.2% | Added | History |
| HUBBHubbell Inc | COM | 303 | $127.0K | <0.1% | −18−5.6% | Reduced | History |
| SPBSpectrum Brands Holdings, Inc. | COM | 1,490 | $125.9K | <0.1% | +5+0.3% | Added | History |
| FDSFactset Research Systems Inc | Stock | 262 | $125.8K | <0.1% | −36−12.1% | Reduced | History |
| COLDAmericold Realty Trust | COM | 5,868 | $125.6K | <0.1% | +5,723+3,946.9% | Added | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 14,703 | $125.6K | <0.1% | +7,250+97.3% | Added | History |
| TOSTToast, Inc. | Stock | 3,435 | $125.2K | <0.1% | +358+11.6% | Added | History |
| CDWCDW Corp | COM | 713 | $124.1K | <0.1% | −886−55.4% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 965 | $124.1K | <0.1% | −546−36.1% | Reduced | – |
| IMOImperial Oil Ltd | COM NEW | 2,012 | $123.9K | <0.1% | −99−4.7% | Reduced | History |
| Pacer Trendpilot US Large Cap ETF69374H105 | ETF | 2,319 | $123.9K | <0.1% | +77+3.4% | Added | – |
| IEXIdex Corp | COM | 590 | $123.4K | <0.1% | +196+49.7% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 509 | $123.3K | <0.1% | +13+2.6% | Added | – |
| LOGILogitech International S.A. | SHS | 1,494 | $123.0K | <0.1% | +213+16.6% | Added | History |
| Pacer Trendpilot 100 ETF69374H303 | ETF | 1,654 | $122.4K | <0.1% | 00.0% | Unchanged | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 2,473 | $122.3K | <0.1% | +559+29.2% | Added | History |
| HUMHumana Inc | Stock | 479 | $121.6K | <0.1% | +33+7.4% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,364 | $121.2K | <0.1% | +281+25.9% | Added | – |
| LSCCLattice Semiconductor Corp | COM | 2,114 | $119.8K | <0.1% | +59+2.9% | Added | History |
| CMSCMS Energy Corp | COM | 1,791 | $119.4K | <0.1% | −464−20.6% | Reduced | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 1,490 | $119.2K | <0.1% | +1,262+553.5% | Added | History |
| Dimensional ETF Trust25434V666 | US LARG VALU ETF | 3,967 | $119.1K | <0.1% | +2,782+234.8% | Added | – |
| THCTenet Healthcare Corp | COM NEW | 940 | $118.7K | <0.1% | +80+9.3% | Added | History |
| Schwab Strategic Tr808524680 | LONG TERM US | 3,772 | $118.6K | <0.1% | 00.0% | Unchanged | – |
| Timothy Plan887432276 | HIGH DIVIDEND | 4,765 | $118.2K | <0.1% | −1,702−26.3% | Reduced | – |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 4,111 | $117.4K | <0.1% | +507+14.1% | Added | History |
| Ea Series Trust02072L680 | STRIVE 500 ETF | 3,098 | $117.1K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G268 | RUSEL 2500 ETF | 1,719 | $116.9K | <0.1% | +5+0.3% | Added | – |
| ALGNAlign Technology Inc | COM | 560 | $116.8K | <0.1% | +335+148.9% | Added | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,534 | $116.8K | <0.1% | +4+0.3% | Added | – |
| ANDEAndersons, Inc. | COM | 2,866 | $116.1K | <0.1% | +412+16.8% | Added | History |
| ABNBAirbnb, Inc. | Stock | 880 | $115.6K | <0.1% | −120−12.0% | Reduced | History |
| GILGildan Activewear Inc. | Stock | 2,454 | $115.5K | <0.1% | +1,594+185.3% | Added | History |
| RSReliance, Inc. | COM | 423 | $114.0K | <0.1% | +18+4.4% | Added | History |
| ROSTRoss Stores, Inc. | COM | 753 | $113.9K | <0.1% | +196+35.2% | Added | History |
| TECKTeck Resources Ltd | CL B | 2,807 | $113.8K | <0.1% | −460−14.1% | Reduced | History |
| CRSCarpenter Technology Corp | COM | 669 | $113.5K | <0.1% | +71+11.9% | Added | History |
| PIPRPiper Sandler Companies | COM | 375 | $112.5K | <0.1% | +87+30.2% | Added | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 4,789 | $111.4K | <0.1% | +4,327+936.6% | Added | – |
| LUVSouthwest Airlines Co | COM | 3,298 | $110.9K | <0.1% | +814+32.8% | Added | History |
| IESCIES Holdings, Inc. | COM | 551 | $110.7K | <0.1% | +99+21.9% | Added | History |
| HALOHalozyme Therapeutics, Inc. | COM | 2,300 | $110.0K | <0.1% | +30+1.3% | Added | History |
| PSOPearson PLC | SPONSORED ADR | 6,807 | $109.7K | <0.1% | +1,937+39.8% | Added | History |
| TSNTyson Foods, Inc. | Stock | 1,896 | $109.0K | <0.1% | +173+10.0% | Added | History |
| EXELExelixis, Inc. | COM | 3,269 | $108.9K | <0.1% | +947+40.8% | Added | History |
| J P Morgan Exchange Traded F46641Q852 | INTL BD OPP ETF | 2,287 | $108.1K | <0.1% | −76−3.2% | Reduced | – |
| TTWOTake Two Interactive Software Inc | COM | 587 | $108.1K | <0.1% | +45+8.3% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 1,237 | $107.9K | <0.1% | +1,217+6,085.0% | Added | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 1,871 | $107.5K | <0.1% | −1,437−43.4% | Reduced | History |
| VLTOVeralto Corp | Stock | 1,054 | $107.3K | <0.1% | +213+25.3% | Added | History |
| KVUEKenvue Inc. | Stock | 5,022 | $107.2K | <0.1% | +249+5.2% | Added | History |
| DOCHealthpeak Properties, Inc. | COM | 5,275 | $106.9K | <0.1% | +212+4.2% | Added | History |
| NLYAnnaly Capital Management Inc | REIT | 5,839 | $106.9K | <0.1% | +429+7.9% | Added | History |
| HESHess Corp | Stock | 798 | $106.1K | <0.1% | +132+19.8% | Added | History |
| DNPDNP Select Income Fund Inc | COM | 11,995 | $105.8K | <0.1% | +1,110+10.2% | Added | History |
| DJTTrump Media & Technology Group Corp. | Stock | 3,101 | $105.7K | <0.1% | +6+0.2% | Added | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,476 | $105.5K | <0.1% | −1,564−38.7% | Reduced | – |
| RPRXRoyalty Pharma plc | SHS CLASS A | 4,112 | $104.9K | <0.1% | +818+24.8% | Added | History |
| Pacer FDS Tr69374H634 | AMERICAN ENERGY | 2,601 | $103.5K | <0.1% | +5+0.2% | Added | – |
| VNTVontier Corp | Stock | 2,822 | $102.9K | <0.1% | +135+5.0% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 2,592 | $102.6K | <0.1% | +300+13.1% | Added | – |
| FCNCAFirst Citizens Bancshares Inc | CL A | 48 | $101.4K | <0.1% | −21−30.4% | Reduced | History |
| COOPMaverick Merger Sub 2, LLC | COM | 1,052 | $101.0K | <0.1% | +3+0.3% | Added | History |
| KKellanova | Stock | 1,246 | $100.9K | <0.1% | −168−11.9% | Reduced | History |
| Vanguard Materials ETF92204A801 | ETF | 536 | $100.7K | <0.1% | 00.0% | Unchanged | – |
| WECWec Energy Group, Inc. | Stock | 1,067 | $100.4K | <0.1% | +96+9.9% | Added | History |
| BNYBank of New York Mellon Corp | Stock | 1,295 | $99.5K | <0.1% | +259+25.0% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 478 | $99.5K | <0.1% | −184−27.8% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 700 | $99.4K | <0.1% | −67−8.7% | Reduced | History |
| TRPTC Energy Corp | COM | 2,129 | $99.1K | <0.1% | −27−1.3% | Reduced | History |
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.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464287275 | GBL COMM SVC ETF | 29,130 | $2.74M | 0.2% | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 7,626 | $410.8K | <0.1% | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 9,408 | $148.8K | <0.1% | History |
| SWNSouthwestern Energy Co | COM | 11,792 | $83.8K | <0.1% | History |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 2,500 | $82.9K | <0.1% | History |
| MROMarathon Oil Corp | COM | 2,915 | $77.6K | <0.1% | History |
| ORANYOrange | SPONSORED ADR | 6,595 | $75.7K | <0.1% | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,809 | $68.7K | <0.1% | – |
| DSLDoubleLine Income Solutions Fund | COM | 4,000 | $51.9K | <0.1% | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 1,210 | $48.1K | <0.1% | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 974 | $46.7K | <0.1% | – |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 4,149 | $46.4K | <0.1% | History |
| iShares Tr464288851 | US OIL GS EX ETF | 450 | $41.2K | <0.1% | – |
| SRTAStrata Critical Medical, Inc. | CL A COM | 12,000 | $35.3K | <0.1% | History |
| AGRAvangrid, Inc. | COM | 910 | $32.6K | <0.1% | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 729 | $28.1K | <0.1% | – |
| PRMWPrimo Water Corp | COM | 1,022 | $25.8K | <0.1% | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 550 | $24.2K | <0.1% | – |
| SRCLStericycle Inc | COM | 329 | $20.1K | <0.1% | History |
| VGRVector Group Ltd | COM | 1,345 | $20.1K | <0.1% | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 400 | $18.6K | <0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 171 | $17.9K | <0.1% | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 400 | $17.3K | <0.1% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 400 | $15.8K | <0.1% | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 333 | $15.8K | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 293 | $15.7K | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 255 | $15.7K | <0.1% | History |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 541 | $15.3K | <0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 2,044 | $15.1K | <0.1% | – |
| ENVEnvestnet, Inc. | COM | 240 | $15.0K | <0.1% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 648 | $14.2K | <0.1% | – |
| SQSPSquarespace, Inc. | CLASS A | 306 | $14.2K | <0.1% | History |
| Greenbrier Cos Inc393657AM3 | NOTE 2.875% 4/1 | 12,000 | $13.2K | <0.1% | – |
| Akamai Technologies Inc00971TAL5 | NOTE 0.375% 9/0 | 12,000 | $12.4K | <0.1% | – |
| Lci Inds501812AB7 | NOTE 1.125% 5/1 | 12,000 | $12.1K | <0.1% | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 301 | $11.3K | <0.1% | – |
| ASTHAstrana Health, Inc. | COM NEW | 188 | $10.9K | <0.1% | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 300 | $10.8K | <0.1% | – |
| Ford MTR Co Del345370CZ1 | NOTE 3/1 | 11,000 | $10.8K | <0.1% | – |
| INSTInstructure Holdings, Inc. | COM | 451 | $10.6K | <0.1% | History |
| SHOSunstone Hotel Investors, Inc. | COM | 858 | $8.86K | <0.1% | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 177 | $8.22K | <0.1% | – |
| PLPlanet Labs PBC | COM CL A | 3,500 | $7.80K | <0.1% | History |
| TWITitan International Inc | COM | 902 | $7.33K | <0.1% | History |
| PRFTPerficient Inc | COM | 93 | $7.02K | <0.1% | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 2,000 | $6.72K | <0.1% | – |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | 7,000 | $6.65K | <0.1% | – |
| RMRRMR Group Inc. | CL A | 259 | $6.57K | <0.1% | History |
| PKSTPeakstone Realty Trust | Common Stock | 476 | $6.49K | <0.1% | History |
| THRMGentherm Inc | COM | 135 | $6.28K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 100 | $6.06K | <0.1% | History |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 117 | $5.93K | <0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 150 | $5.89K | <0.1% | – |
| John Bean Technologies Corp477839AB0 | NOTE 0.250% 5/1 | 6,000 | $5.62K | <0.1% | – |
| IMCRImmunocore Holdings plc | ADS | 167 | $5.20K | <0.1% | History |
| VSTOVista Outdoor Inc. | COM | 124 | $4.86K | <0.1% | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 173 | $4.51K | <0.1% | – |
| AXNXAxonics, Inc. | COM | 63 | $4.38K | <0.1% | History |
| LANDGladstone Land Corp | COM | 296 | $4.11K | <0.1% | History |
| Series Portfolios Tr81752T510 | UNUSUAL WHLS DEM | 104 | $3.89K | <0.1% | – |
| Series Portfolios Tr81752T494 | UNUSUAL WHALES | 117 | $3.67K | <0.1% | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 96 | $3.37K | <0.1% | – |
| PWSCPowerschool Holdings, Inc. | COM CL A | 138 | $3.15K | <0.1% | History |
| TWKSThoughtworks Holding, Inc. | COM | 706 | $3.12K | <0.1% | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 341 | $2.97K | <0.1% | History |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 55 | $2.86K | <0.1% | – |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 212 | $2.80K | <0.1% | History |
| MYEMyers Industries Inc | COM | 183 | $2.53K | <0.1% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 627 | $2.46K | <0.1% | History |
| Investment Managers Ser Tr I46144X628 | AXS SHORT INNOV | 85 | $2.21K | <0.1% | – |
| FORRForrester Research, Inc. | COM | 100 | $1.80K | <0.1% | History |
| Exscientia PLC30223G102 | ADS | 342 | $1.67K | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 19 | $1.58K | <0.1% | History |
| NNOXNano-X Imaging Ltd. | ORD SHS | 233 | $1.42K | <0.1% | History |
| NOAHNoah Holdings Ltd | SPON ADS | 112 | $1.38K | <0.1% | History |
| Innovator ETFs Tr45782C235 | INVATR 20 PLS 9 | 57 | $1.20K | <0.1% | – |
| HAYNHaynes International Inc | COM NEW | 20 | $1.19K | <0.1% | History |
| EVAEnviva, LLC | COM | 2,851 | $1.15K | <0.1% | History |
| ODPODP Corp | COM | 38 | $1.13K | <0.1% | History |
| Jacob FDS Inc469785703 | FORWARD ETF | 100 | $1.08K | <0.1% | – |
| CHUYChuy's Holdings, Inc. | COM | 26 | $972 | <0.1% | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 46 | $940 | <0.1% | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 32 | $921 | <0.1% | History |
| PDSPrecision Drilling Corp | COM NEW | 12 | $740 | <0.1% | History |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 2,000 | $663 | <0.1% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 695 | $562 | <0.1% | History |
| Curevac N VN2451R105 | COM | 181 | $532 | <0.1% | – |
| NVEENV5 Global, Inc. | COM | 5 | $467 | <0.1% | History |
| LEGHLegacy Housing Corp | COM | 17 | $465 | <0.1% | History |
| RCMR1 RCM Inc. | COM | 32 | $453 | <0.1% | History |
| CMTGClaros Mortgage Trust, Inc. | COMMON STOCK | 55 | $412 | <0.1% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 28 | $351 | <0.1% | History |
| RILYBRC Group Holdings, Inc. | COM | 55 | $289 | <0.1% | History |
| GRNBarclays Bank PLC | ETN 49 | 10 | $260 | <0.1% | History |
| ACHAccendra Health Inc | Stock | 16 | $251 | <0.1% | History |
| RENTRent the Runway, Inc. | CL A NEW | 26 | $251 | <0.1% | History |
| AVIRAtea Pharmaceuticals, Inc. | COM | 69 | $231 | <0.1% | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3 | $138 | <0.1% | – |
| CURICuriosityStream Inc. | COM CL A | 54 | $103 | <0.1% | History |
| EHTHeHealth, Inc. | COM | 20 | $82 | <0.1% | History |