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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

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.

Choose two quarters to compare

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 holdingsAll 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
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
CRVLCorvel CorpReducedHistory411−7−63.6%$787$2.13K−$1.38K<0.1%<0.1%0.00
PRDOPerdoceo Education CorpUnchangedHistory464600.0%$787$564$0<0.1%<0.1%0.00
TWOU2U, LLCUnchangedHistory32532500.0%$803$1.31K$0<0.1%<0.1%0.00
CHEFChefs' Warehouse, Inc.ReducedHistory38180−142−78.9%$805$6.44K−$3.01K<0.1%<0.1%0.00
DYNDyne Therapeutics, Inc.UnchangedHistory909000.0%$806$1.01K$0<0.1%<0.1%0.00
MCYMercury General CorpReducedHistory2981−52−64.2%$813$2.45K−$1.46K<0.1%<0.1%0.00
OPIOffice Properties Income TrustReducedHistory199701−502−71.6%$816$5.40K−$2.06K<0.1%<0.1%0.00
IOSPInnospec Inc.ReducedHistory821−13−61.9%$818$2.11K−$1.33K<0.1%<0.1%0.00
CSGSCSG Systems International IncReducedHistory1638−22−57.9%$818$2.00K−$1.12K<0.1%<0.1%0.00
SAFTSafety Insurance Group IncReducedHistory1224−12−50.0%$818$1.72K−$818<0.1%<0.1%0.00
FFBCFirst Financial BancorpReducedHistory42288−246−85.4%$823$5.89K−$4.82K<0.1%<0.1%0.00
VRRMVerra Mobility CorpUnchangedHistory444400.0%$823$868$0<0.1%<0.1%0.00
iShares Inc464286772Unchanged–141400.0%$825$887$0<0.1%<0.1%0.00
CCCCC4 Therapeutics, Inc.NewHistory4480+448$833$0+$833<0.1%0.0%0.00
Via Renewables, Inc.92556D304New–1140+114$838$0+$838<0.1%0.0%0.00
BBTBeacon Financial CorpReducedHistory4289−47−52.8%$842$1.84K−$942.24<0.1%<0.1%0.00
PAHCPhibro Animal Health CorpReducedHistory66122−56−45.9%$843$1.67K−$715.27<0.1%<0.1%0.00
REYNReynolds Consumer Products Inc.ReducedHistory33108−75−69.4%$846$3.05K−$1.92K<0.1%<0.1%0.00
SHOOSteven Madden, Ltd.ReducedHistory27131−104−79.4%$858$4.28K−$3.30K<0.1%<0.1%0.00
CGCCanopy Growth CorpUnchangedHistory1,1021,10200.0%$863$427$0<0.1%<0.1%0.00
CALYCallaway Golf CoReducedHistory63208−145−69.7%$872$4.13K−$2.01K<0.1%<0.1%0.00
CORTCorcept Therapeutics IncNewHistory320+32$872$0+$872<0.1%0.0%0.00
PJTPJT Partners Inc.UnchangedHistory111100.0%$874$766$0<0.1%<0.1%0.00
APPSDigital Turbine, Inc.NewHistory1450+145$877$0+$877<0.1%0.0%0.00
OLPXOlaplex Holdings, Inc.AddedHistory45311+442+4,018.2%$883$41+$861.56<0.1%<0.1%0.00
TECHBIO-TECHNE CorpReducedHistory13157−144−91.7%$884$12.8K−$9.79K<0.1%<0.1%0.00
UPWheels Up Experience Inc.NewHistory4280+428$886$0+$886<0.1%0.0%0.00
CXTCrane NXT, Co.NewHistory160+16$889$0+$889<0.1%0.0%0.00
TRCTejon Ranch CoUnchangedHistory555500.0%$892$947$0<0.1%<0.1%0.00
NNINelnet IncUnchangedHistory101000.0%$893$965$0<0.1%<0.1%0.00
FLYWFlywire CorpNewHistory280+28$893$0+$893<0.1%0.0%0.00
VSXYVictoria's Secret & Co.ReducedHistory54273−219−80.2%$901$4.76K−$3.65K<0.1%<0.1%0.00
CELHCelsius Holdings, Inc.AddedHistory54+1+25.0%$901$597+$180.2<0.1%<0.1%0.00
HLNEHamilton Lane INCNewHistory100+10$904$0+$904<0.1%0.0%0.00
MCHBMechanics BancorpNewHistory1160+116$904$0+$904<0.1%0.0%0.00
STSensata Technologies Holding plcNewHistory240+24$908$0+$908<0.1%0.0%0.00
SSTKShutterstock, Inc.ReducedHistory24172−148−86.0%$913$8.37K−$5.63K<0.1%<0.1%0.00
SBHSally Beauty Holdings, Inc.ReducedHistory109530−421−79.4%$913$6.55K−$3.53K<0.1%<0.1%0.00
TPRTapestry, Inc.ReducedHistory32197−165−83.8%$920$8.43K−$4.74K<0.1%<0.1%0.00
ISTRInvestar Holding CorpNewHistory870+87$921$0+$921<0.1%0.0%0.00
TRTXTPG RE Finance Trust, Inc.NewHistory1370+137$922$0+$922<0.1%0.0%0.00
STAAStaar Surgical CoReducedHistory2399−76−76.8%$924$5.20K−$3.05K<0.1%<0.1%0.00
MTTRMatterport, Inc.NewHistory4260+426$924$0+$924<0.1%0.0%0.00
UDRUDR, Inc.ReducedHistory2692−66−71.7%$927$3.95K−$2.35K<0.1%<0.1%0.00
HAYNHaynes International IncUnchangedHistory202000.0%$930$1.02K$0<0.1%<0.1%0.00
BHMBluerock Homes Trust, Inc.NewHistory720+72$930$0+$930<0.1%0.0%0.00
CNNECannae Holdings, Inc.UnchangedHistory505000.0%$932$1.01K$0<0.1%<0.1%0.00
NXDTNexpoint Diversified Real Estate TrustNewHistory1070+107$932$0+$932<0.1%0.0%0.00
INGNInogen IncNewHistory1790+179$934$0+$934<0.1%0.0%0.00
JYNTJOINT CorpNewHistory1040+104$935$0+$935<0.1%0.0%0.00
HGVHilton Grand Vacations Inc.ReducedHistory2332−9−28.1%$936$1.45K−$366.26<0.1%<0.1%0.00
VSTVistra Corp.UnchangedHistory282800.0%$939$740$0<0.1%<0.1%0.00
SGMLSigma Lithium CorpNewHistory290+29$941$0+$941<0.1%0.0%0.00
POSTPost Holdings, Inc.UnchangedHistory111100.0%$943$953$0<0.1%<0.1%0.00
TTECTTEC Holdings, Inc.NewHistory360+36$944$0+$944<0.1%0.0%0.00
MDXGMimedx Group, Inc.NewHistory1300+130$948$0+$948<0.1%0.0%0.00
EZPWEzcorp IncUnchangedHistory11511500.0%$949$964$0<0.1%<0.1%0.00
SPDR Index Shs FDS78463X863Unchanged–404000.0%$951$991$0<0.1%<0.1%0.00
BOCBoston Omaha CorpNewHistory580+58$951$0+$951<0.1%0.0%0.00
WOOFPetco Health & Wellness Company, Inc.NewHistory2330+233$953$0+$953<0.1%0.0%0.00
IRDMIridium Communications Inc.NewHistory210+21$955$0+$955<0.1%0.0%0.00
BIGGQFormer BL Stores IncAddedHistory18765+122+187.7%$956$574+$623.7<0.1%<0.1%0.00
DCODucommun IncUnchangedHistory222200.0%$957$959$0<0.1%<0.1%0.00
TREELendingTree, Inc.NewHistory620+62$961$0+$961<0.1%0.0%0.00
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853Unchanged–333300.0%$962$858$0<0.1%<0.1%0.00
ALITAlight, Inc. / DelawareNewHistory1360+136$964$0+$964<0.1%0.0%0.00
BZUNBaozun Inc.NewHistory3110+311$964$0+$964<0.1%0.0%0.00
iShares Tr46435G102Unchanged–131300.0%$965$993$0<0.1%<0.1%0.00
NGLNGL Energy Partners LPUnchangedHistory25025000.0%$968$973$0<0.1%<0.1%0.00
NOMDNomad Foods LtdReducedHistory64144−80−55.6%$974$2.52K−$1.22K<0.1%<0.1%0.00
Dimensional Emerging Core Equity Market ETF25434V302Added–4339+4+10.3%$974$917+$90.6<0.1%<0.1%0.00
FPIFarmland Partners Inc.UnchangedHistory959500.0%$975$1.16K$0<0.1%<0.1%0.00
QVCGAOld QVC Group, Inc.NewHistory1,6070+1,607$975$0+$975<0.1%0.0%0.00
EBFEnnis, Inc.UnchangedHistory464600.0%$976$937$0<0.1%<0.1%0.00
CGNXCognex CorpNewHistory230+23$976$0+$976<0.1%0.0%0.00
CLPTClearPoint Neuro, Inc.NewHistory1950+195$977$0+$977<0.1%0.0%0.00
OCGNOcugen, Inc.NewHistory2,4440+2,444$978$0+$978<0.1%0.0%0.00
FVRRFiverr International Ltd.UnchangedHistory404000.0%$979$1.04K$0<0.1%<0.1%0.00
RUSHARush Enterprises IncNewHistory240+24$980$0+$980<0.1%0.0%0.00
BEBloom Energy CorpNewHistory740+74$981$0+$981<0.1%0.0%0.00
SASRSandy Spring Bancorp IncNewHistory460+46$986$0+$986<0.1%0.0%0.00
DDSDillard's, Inc.NewHistory30+3$992$0+$992<0.1%0.0%0.00
iShares Tr46429B671Unchanged–232300.0%$996$1.03K$0<0.1%<0.1%0.00
OROR Royalties Inc.AddedHistory8532+53+165.6%$999$492+$622.91<0.1%<0.1%0.00
BLCOBausch & Lomb CorpUnchangedHistory595900.0%$1.00K$1.18K$0<0.1%<0.1%0.00
ENOVEnovis CORPReducedHistory1946−27−58.7%$1.00K$2.95K−$1.42K<0.1%<0.1%0.00
ECHOEchoStar CORPUnchangedHistory606000.0%$1.00K$1.04K$0<0.1%<0.1%0.00
HAPNHappen, Inc.NewHistory1650+165$1.01K$0+$1.01K<0.1%0.0%0.00
GOLFAcushnet Holdings Corp.NewHistory190+19$1.01K$0+$1.01K<0.1%0.0%0.00
Uscf ETF Tr90290T882New–290+29$1.01K$0+$1.01K<0.1%0.0%0.00
AXNXAxonics, Inc.NewHistory180+18$1.01K$0+$1.01K<0.1%0.0%0.00
NUVLNuvalent, Inc.NewHistory220+22$1.01K$0+$1.01K<0.1%0.0%0.00
INSTInstructure Holdings, Inc.UnchangedHistory404000.0%$1.02K$1.01K$0<0.1%<0.1%0.00
HYFMHydrofarm Holdings Group, Inc.NewHistory8340+834$1.02K$0+$1.02K<0.1%0.0%0.00
AYXAlteryx, Inc.AddedHistory2725+2+8.0%$1.02K$1.14K+$75.41<0.1%<0.1%0.00
TBRGTruBridge, Inc.NewHistory640+64$1.02K$0+$1.02K<0.1%0.0%0.00
SBGISinclair, Inc.NewHistory910+91$1.02K$0+$1.02K<0.1%0.0%0.00
MDGLMadrigal Pharmaceuticals, Inc.AddedHistory76+1+16.7%$1.02K$1.39K+$146<0.1%<0.1%0.00
DNAGinkgo Bioworks Holdings, Inc.NewHistory5650+565$1.02K$0+$1.02K<0.1%0.0%0.00
MNROMonro, Inc.ReducedHistory3784−47−56.0%$1.03K$3.41K−$1.30K<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.