EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings changes from Q2 2023 to Q3 2023

Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.

New: 232; Est. +$1.78M
Added: 839; Est. +$86.6M
Reduced: 772; Est. −$26.5M
Sold out: 228; Est. −$1.96M

Portfolio value went from $907.1M to $942.9M (+$35.8M (+3.9%)); positions from 2,491 to 2,495 (+4).

All Q3 2023 holdings All Q2 2023 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2023 and the gray one below is Q2 2023. For stocks that split between the two quarters, Q2 2023 shares are converted at the split ratio before comparing.

Holdings of EverSource Wealth Advisors, LLC in Q2 2023 and Q3 2023 compared
Security	Action	Shares	Share change	Value	Est. bought or sold	% of portfolio	Weight change (pp)
SPDR Series Trust78468R721	Sold out–	01,016	−1,016−100.0%	$0$46.9K	−$46.9K	0.0%<0.1%	−0.01
SYNHSyneos Health, Inc.	Sold outHistory	0527	−527−100.0%	$0$22.2K	−$22.2K	0.0%<0.1%	0.00
CBUCommunity Financial System, Inc.	Sold outHistory	0127	−127−100.0%	$0$5.95K	−$5.95K	0.0%<0.1%	0.00
MODVModivCare Inc	Sold outHistory	061	−61−100.0%	$0$2.76K	−$2.76K	0.0%<0.1%	0.00
SABASaba Capital Income & Opportunities Fund II	Sold outHistory	0371	−371−100.0%	$0$1.54K	−$1.54K	0.0%<0.1%	0.00
FFINFirst Financial Bankshares Inc	Sold outHistory	036	−36−100.0%	$0$1.03K	−$1.03K	0.0%<0.1%	0.00
FNBFNB Corp	Sold outHistory	035	−35−100.0%	$0$400	−$400	0.0%<0.1%	0.00
UROYUranium Royalty Corp.	Sold outHistory	0200	−200−100.0%	$0$400	−$400	0.0%<0.1%	0.00
FCELFuelcell Energy Inc	Sold outHistory	050	−50−100.0%	$0$108	−$108	0.0%<0.1%	0.00
Mobile Telesystems PJSC607409109	Unchanged–	424424	00.0%	$0$0	$0	0.0%0.0%	0.00
Qiwi PLC74735M108	Unchanged–	1313	00.0%	$0$0	$0	0.0%0.0%	0.00
SVASinovac Biotech Ltd	UnchangedHistory	44	00.0%	$0$0	$0	0.0%0.0%	0.00
First Rep BK San Francisco C33616C100	Unchanged–	1515	00.0%	$1$8	$0	<0.1%<0.1%	0.00
AQBAquabounty Technologies Inc	UnchangedHistory	33	00.0%	$1$1	$0	<0.1%<0.1%	0.00
IDEXIdeanomics, Inc.	ReducedConverted for a 1-for-125 splitHistory	12	−1−44.4%	$2$17	−$1.6	<0.1%<0.1%	0.00
WKHSWorkhorse Group Inc.	UnchangedHistory	1010	00.0%	$4$9	$0	<0.1%<0.1%	0.00
TCRTAlaunos Therapeutics, Inc.	UnchangedHistory	4040	00.0%	$5$20	$0	<0.1%<0.1%	0.00
CABOCable One, Inc.	ReducedHistory	018	−18−100.0%	$6$11.8K	–	<0.1%<0.1%	0.00
QNSTQuinstreet, Inc	UnchangedHistory	11	00.0%	$9$9	$0	<0.1%<0.1%	0.00
CNVSCineverse Corp.	UnchangedHistory	1010	00.0%	$12$19	$0	<0.1%<0.1%	0.00
Offerpad Solutions Inc.67623L117	Unchanged–	1,8001,800	00.0%	$21$36	$0	<0.1%<0.1%	0.00
CLLSCellectis S.A.	UnchangedHistory	1313	00.0%	$21$26	$0	<0.1%<0.1%	0.00
LELands' End, Inc.	UnchangedHistory	33	00.0%	$22$23	$0	<0.1%<0.1%	0.00
VXXBarclays Bank PLC	NewHistory	10	+1	$23$0	+$23	<0.1%0.0%	0.00
HTZHertz Global Holdings, Inc	ReducedHistory	257	−55−96.5%	$25$1.05K	−$687.5	<0.1%<0.1%	0.00
SHYFShyft Group, Inc.	UnchangedHistory	22	00.0%	$30$44	$0	<0.1%<0.1%	0.00
ICHRIchor Holdings, Ltd.	UnchangedHistory	11	00.0%	$31$38	$0	<0.1%<0.1%	0.00
MITKMitek Systems Inc	UnchangedHistory	33	00.0%	$32$33	$0	<0.1%<0.1%	0.00
NMRKNewmark Group, Inc.	UnchangedHistory	55	00.0%	$32$31	$0	<0.1%<0.1%	0.00
BATRAAtlanta Braves Holdings, Inc.	UnchangedHistory	11	00.0%	$39$41	$0	<0.1%<0.1%	0.00
EVRIEveri Holdings Inc.	UnchangedHistory	33	00.0%	$40$43	$0	<0.1%<0.1%	0.00
ProShares Tr74347X633	Unchanged–	11	00.0%	$44$46	$0	<0.1%<0.1%	0.00
DHCDiversified Healthcare Trust	UnchangedHistory	2323	00.0%	$45$52	$0	<0.1%<0.1%	0.00
NXHNeighborhood Intelligence, Inc.	UnchangedHistory	33	00.0%	$47$98	$0	<0.1%<0.1%	0.00
BYNDBeyond Meat, Inc.	UnchangedHistory	55	00.0%	$48$65	$0	<0.1%<0.1%	0.00
PENGPenguin Solutions, Inc.	UnchangedHistory	22	00.0%	$49$58	$0	<0.1%<0.1%	0.00
QCRHQCR Holdings Inc	UnchangedHistory	11	00.0%	$49$41	$0	<0.1%<0.1%	0.00
AOUTAmerican Outdoor Brands, Inc.	NewHistory	50	+5	$49$0	+$49	<0.1%0.0%	0.00
iShares Global Clean Energy ETF464288224	Unchanged–	44	00.0%	$58$74	$0	<0.1%<0.1%	0.00
BGCBGC Group, Inc.	UnchangedHistory	1111	00.0%	$58$49	$0	<0.1%<0.1%	0.00
TTGTTechTarget, Inc.	UnchangedHistory	22	00.0%	$61$62	$0	<0.1%<0.1%	0.00
HCKTHackett Group, Inc.	UnchangedHistory	33	00.0%	$71$67	$0	<0.1%<0.1%	0.00
AEVAAeva Technologies, Inc.	UnchangedHistory	100100	00.0%	$76$125	$0	<0.1%<0.1%	0.00
DMCDel Monte Corp	UnchangedHistory	33	00.0%	$78$77	$0	<0.1%<0.1%	0.00
HTZWWHertz Global Holdings, Inc	UnchangedHistory	1313	00.0%	$80$131	$0	<0.1%<0.1%	0.00
MSTRStrategy Inc	UnchangedHistory	00	0	$82$86	–	<0.1%<0.1%	0.00
FLNAFilana Therapeutics, Inc.	UnchangedHistory	55	00.0%	$83$123	$0	<0.1%<0.1%	0.00
TBHCBrand House Collective, Inc.	UnchangedHistory	5050	00.0%	$86$140	$0	<0.1%<0.1%	0.00
ONBOld National Bancorp	UnchangedHistory	66	00.0%	$87$84	$0	<0.1%<0.1%	0.00
LEN.BLennar Corp	UnchangedHistory	11	00.0%	$102$113	$0	<0.1%<0.1%	0.00
WMGWarner Music Group Corp.	NewHistory	40	+4	$118$0	+$118	<0.1%0.0%	0.00
OESXOrion Energy Systems, Inc.	UnchangedHistory	100100	00.0%	$126$163	$0	<0.1%<0.1%	0.00
AMLIFAmerican Lithium Corp.	UnchangedHistory	100100	00.0%	$143$201	$0	<0.1%<0.1%	0.00
KNFKnife River Corp	UnchangedHistory	33	00.0%	$146$131	$0	<0.1%<0.1%	0.00
FIGSFIGS, Inc.	UnchangedHistory	2525	00.0%	$148$207	$0	<0.1%<0.1%	0.00
Decarbonization Plus Acqu II242794105	Unchanged–	500500	00.0%	$151$545	$0	<0.1%<0.1%	0.00
LLLL Flooring Holdings, Inc.	ReducedHistory	50831	−781−94.0%	$159$3.18K	−$2.48K	<0.1%<0.1%	0.00
TXG10x Genomics, Inc.	UnchangedHistory	44	00.0%	$165$223	$0	<0.1%<0.1%	0.00
KSSKOHLS Corp	UnchangedHistory	88	00.0%	$168$184	$0	<0.1%<0.1%	0.00
CHDNChurchill Downs Inc	NewHistory	20	+2	$174$0	+$174	<0.1%0.0%	0.00
LBRDALiberty Broadband Corp	NewHistory	20	+2	$182$0	+$182	<0.1%0.0%	0.00
NAVINavient Corp	UnchangedHistory	1111	00.0%	$189$204	$0	<0.1%<0.1%	0.00
ZIMVZimVie Inc.	UnchangedHistory	2121	00.0%	$198$236	$0	<0.1%<0.1%	0.00
TNDMTandem Diabetes Care Inc	UnchangedHistory	1010	00.0%	$208$245	$0	<0.1%<0.1%	0.00
Bitfarms Ltd Com09173B107	New–	2000	+200	$214$0	+$214	<0.1%0.0%	0.00
MANUManchester United plc	ReducedHistory	1148	−37−77.1%	$218$1.17K	−$733.27	<0.1%<0.1%	0.00
CSTECaesarstone Ltd.	UnchangedHistory	5252	00.0%	$223$272	$0	<0.1%<0.1%	0.00
Schwab Fundamental U.S. Large Company ETF808524771	New–	40	+4	$224$0	+$224	<0.1%0.0%	0.00
ETF Managers Tr26924G508	Unchanged–	7171	00.0%	$259$211	$0	<0.1%<0.1%	0.00
ProShares Tr74347B110	Added–	2322	+1+4.5%	$270$237	+$11.74	<0.1%<0.1%	0.00
Dimensional ETF Trust25434V104	Unchanged–	99	00.0%	$272$281	$0	<0.1%<0.1%	0.00
HCPHashiCorp, Inc.	UnchangedHistory	1212	00.0%	$274$314	$0	<0.1%<0.1%	0.00
Kraneshares Trust500767306	Unchanged–	1010	00.0%	$274$269	$0	<0.1%<0.1%	0.00
TFSLTFS Financial CORP	UnchangedHistory	2525	00.0%	$296$314	$0	<0.1%<0.1%	0.00
LLAPTerran Orbital Corp	NewHistory	3680	+368	$306$0	+$306	<0.1%0.0%	0.00
WWRWestwater Resources, Inc.	UnchangedHistory	500500	00.0%	$334$411	$0	<0.1%<0.1%	0.00
iShares Tr46434V696	Unchanged–	66	00.0%	$334$345	$0	<0.1%<0.1%	0.00
ProShares Tr74347B714	Added–	3130	+1+3.3%	$335$321	+$10.81	<0.1%<0.1%	0.00
Schwab International Small-Cap Equity ETF808524888	New–	110	+11	$355$0	+$355	<0.1%0.0%	0.00
NVCRNovoCure Ltd	AddedHistory	236	+17+283.3%	$372$249	+$274.96	<0.1%<0.1%	0.00
Ssga Active ETF Tr78467V608	Unchanged–	99	00.0%	$377$377	$0	<0.1%<0.1%	0.00
Curevac N VN2451R105	New–	560	+56	$382$0	+$382	<0.1%0.0%	0.00
SOUNSoundhound AI, Inc.	NewHistory	1910	+191	$384$0	+$384	<0.1%0.0%	0.00
TYLTyler Technologies Inc	UnchangedHistory	11	00.0%	$386$416	$0	<0.1%<0.1%	0.00
MTNBMatinas BioPharma Holdings, Inc.	UnchangedHistory	3,0003,000	00.0%	$390$1.08K	$0	<0.1%<0.1%	0.00
Dada Nexus Ltd23344D108	New–	880	+88	$392$0	+$392	<0.1%0.0%	0.00
Proshares Ultrapro Short Qqq - US ETP74347G432	Added–	1915	+4+26.7%	$397$287	+$83.58	<0.1%<0.1%	0.00
BURLBurlington Stores, Inc.	UnchangedHistory	33	00.0%	$406$472	$0	<0.1%<0.1%	0.00
WDFCWD 40 Co	NewHistory	20	+2	$406$0	+$406	<0.1%0.0%	0.00
BALYBally's Corp	NewHistory	310	+31	$406$0	+$406	<0.1%0.0%	0.00
SIMOSilicon Motion Technology CORP	ReducedHistory	89	−1−11.1%	$410$647	−$51.25	<0.1%<0.1%	0.00
CDZICadiz Inc	UnchangedHistory	125125	00.0%	$414$508	$0	<0.1%<0.1%	0.00
KMPRKEMPER Corp	UnchangedHistory	1010	00.0%	$420$483	$0	<0.1%<0.1%	0.00
GFIGold Fields Ltd	NewHistory	390	+39	$424$0	+$424	<0.1%0.0%	0.00
CFFNCapitol Federal Financial, Inc.	ReducedHistory	892,162	−2,073−95.9%	$425$13.3K	−$9.90K	<0.1%<0.1%	0.00
RCKYRocky Brands, Inc.	NewHistory	290	+29	$426$0	+$426	<0.1%0.0%	0.00
GOGrocery Outlet Holding Corp.	ReducedHistory	1533	−18−54.5%	$433$1.01K	−$519.6	<0.1%<0.1%	0.00
HCIHCI Group, Inc.	UnchangedHistory	88	00.0%	$434$494	$0	<0.1%<0.1%	0.00
NKTXNkarta, Inc.	NewHistory	3120	+312	$434$0	+$434	<0.1%0.0%	0.00
BOXBox Inc	UnchangedHistory	1818	00.0%	$436$529	$0	<0.1%<0.1%	0.00

Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.