Skip to main content
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)
ASCArdmore Shipping CorpAddedHistory7959+20+33.9%$1.03K$729+$260.25<0.1%<0.1%0.00
ROICRetail Opportunity Investments CorpNewHistory830+83$1.03K$0+$1.03K<0.1%0.0%0.00
ONONOn Holding AGUnchangedHistory373700.0%$1.03K$1.22K$0<0.1%<0.1%0.00
FOSLFossil Group, Inc.UnchangedHistory50050000.0%$1.03K$1.28K$0<0.1%<0.1%0.00
ACICAmerican Coastal Insurance CorpUnchangedHistory14014000.0%$1.03K$624$0<0.1%<0.1%0.00
FCFranklin Covey CoNewHistory240+24$1.03K$0+$1.03K<0.1%0.0%0.00
HTLFHeartland Financial USA IncNewHistory350+35$1.03K$0+$1.03K<0.1%0.0%0.00
Invesco Nasdaq 100 ETF46138G649New–70+7$1.03K$0+$1.03K<0.1%0.0%0.00
NVRIEnviri CorpNewHistory1430+143$1.03K$0+$1.03K<0.1%0.0%0.00
Healthpeak Properties, Inc.71943U104Reduced–85432−347−80.3%$1.04K$6.04K−$4.23K<0.1%<0.1%0.00
AMKRAmkor Technology, Inc.UnchangedHistory464600.0%$1.04K$1.37K$0<0.1%<0.1%0.00
EVTCEVERTEC, Inc.UnchangedHistory282800.0%$1.04K$1.03K$0<0.1%<0.1%0.00
SIBNSI-BONE, Inc.NewHistory490+49$1.04K$0+$1.04K<0.1%0.0%0.00
HNSTHonest Company, Inc.NewHistory8260+826$1.04K$0+$1.04K<0.1%0.0%0.00
RVLVRevolve Group, Inc.NewHistory770+77$1.05K$0+$1.05K<0.1%0.0%0.00
VERVVerve Therapeutics, Inc.NewHistory790+79$1.05K$0+$1.05K<0.1%0.0%0.00
ODCOil-Dri Corp of AmericaNewHistory170+17$1.05K$0+$1.05K<0.1%0.0%0.00
IESCIES Holdings, Inc.ReducedHistory1631−15−48.4%$1.05K$1.76K−$988.13<0.1%<0.1%0.00
GKOSGLAUKOS CorpNewHistory140+14$1.05K$0+$1.05K<0.1%0.0%0.00
CONNConns IncAddedHistory2671+266+26,600.0%$1.05K$4+$1.05K<0.1%<0.1%0.00
BPMCBlueprint Medicines CorpNewHistory210+21$1.05K$0+$1.05K<0.1%0.0%0.00
KRONKronos Bio, Inc.NewHistory8130+813$1.06K$0+$1.06K<0.1%0.0%0.00
RHRHUnchangedHistory4400.0%$1.06K$1.32K$0<0.1%<0.1%0.00
J P Morgan Exchange-Traded F46641Q340Unchanged–141400.0%$1.06K$1.11K$0<0.1%<0.1%0.00
HASHasbro, Inc.UnchangedHistory161600.0%$1.06K$1.04K$0<0.1%<0.1%0.00
DOCSDoximity, Inc.ReducedHistory50173−123−71.1%$1.06K$5.88K−$2.61K<0.1%<0.1%0.00
PRKSUnited Parks & Resorts Inc.UnchangedHistory232300.0%$1.06K$1.29K$0<0.1%<0.1%0.00
APLSApellis Pharmaceuticals, Inc.AddedHistory286+22+366.7%$1.06K$547+$836.79<0.1%<0.1%0.00
BCHBank of ChileUnchangedHistory535300.0%$1.07K$1.11K$0<0.1%<0.1%0.00
WMKWeis Markets IncAddedHistory1713+4+30.8%$1.07K$835+$252<0.1%<0.1%0.00
TIPTTiptree Inc.ReducedHistory6473−9−12.3%$1.07K$1.10K−$150.89<0.1%<0.1%0.00
HZOMarinemax IncNewHistory330+33$1.08K$0+$1.08K<0.1%0.0%0.00
LITELumentum Holdings Inc.ReducedHistory2430−6−20.0%$1.08K$1.70K−$271<0.1%<0.1%0.00
RUSHBRush Enterprises IncAddedHistory2416+8+50.0%$1.09K$1.09K+$362.33<0.1%<0.1%0.00
ACTEnact Holdings, Inc.UnchangedHistory404000.0%$1.09K$1.00K$0<0.1%<0.1%0.00
VTOLBristow Group Inc.ReducedHistory3943−4−9.3%$1.10K$1.24K−$112.72<0.1%<0.1%0.00
First Tr Exchange-Traded Alp33735B108Unchanged–121200.0%$1.10K$1.16K$0<0.1%<0.1%0.00
iShares MSCI India ETF46429B598Unchanged–252500.0%$1.11K$1.09K$0<0.1%<0.1%0.00
FRMEFirst Merchants CorpNewHistory400+40$1.11K$0+$1.11K<0.1%0.0%0.00
GRTSGritstone bio, Inc.NewHistory6490+649$1.12K$0+$1.12K<0.1%0.0%0.00
TNKTeekay Tankers Ltd.NewHistory270+27$1.12K$0+$1.12K<0.1%0.0%0.00
MEOHMethanex CorpUnchangedHistory252500.0%$1.13K$1.03K$0<0.1%<0.1%0.00
BRSPBrightSpire Capital, Inc.ReducedHistory180186−6−3.2%$1.13K$1.25K−$37.57<0.1%<0.1%0.00
UFPTUfp Technologies IncReducedHistory78−1−12.5%$1.13K$1.55K−$161.43<0.1%<0.1%0.00
NTRANatera, Inc.AddedHistory266+20+333.3%$1.15K$292+$885.38<0.1%<0.1%0.00
TGLSTecnoglass Holdings Inc.UnchangedHistory353500.0%$1.15K$1.81K$0<0.1%<0.1%0.00
DCOMDime Commercial Bancshares, Inc.NewHistory580+58$1.16K$0+$1.16K<0.1%0.0%0.00
iShares S&P Small-Cap 600 Value ETF464287879Unchanged–131300.0%$1.16K$1.24K$0<0.1%<0.1%0.00
CLVTClarivate PLCReducedHistory173241−68−28.2%$1.16K$2.30K−$456.35<0.1%<0.1%0.00
RPCRidgepost Capital, Inc.UnchangedHistory10010000.0%$1.17K$1.13K$0<0.1%<0.1%0.00
CPECallon Petroleum CoNewHistory300+30$1.17K$0+$1.17K<0.1%0.0%0.00
ALSNAllison Transmission Holdings IncUnchangedHistory202000.0%$1.18K$1.13K$0<0.1%<0.1%0.00
KELYAKelly Services IncUnchangedHistory656500.0%$1.18K$1.15K$0<0.1%<0.1%0.00
NEXANexa Resources S.A.AddedHistory19698+98+100.0%$1.19K$476+$593<0.1%<0.1%0.00
TUPTupperware Brands CorpNewHistory8520+852$1.19K$0+$1.19K<0.1%0.0%0.00
UPLDUpland Software, Inc.NewHistory2590+259$1.20K$0+$1.20K<0.1%0.0%0.00
WHDCactus, Inc.UnchangedHistory242400.0%$1.21K$1.02K$0<0.1%<0.1%0.00
VanEck Morningstar Wide Moat ETF92189F643Unchanged–161600.0%$1.21K$1.28K$0<0.1%<0.1%0.00
MMSMaximus, Inc.ReducedHistory1620−4−20.0%$1.21K$1.69K−$303.5<0.1%<0.1%0.00
iShares Tr46434V274Added–4738+9+23.7%$1.22K$1.02K+$232.66<0.1%<0.1%0.00
CRNXCrinetics Pharmaceuticals, Inc.NewHistory410+41$1.22K$0+$1.22K<0.1%0.0%0.00
CIGEnergy Co of Minas GeraisReducedHistory5071,719−1,212−70.5%$1.23K$4.52K−$2.93K<0.1%<0.1%0.00
VCVisteon CorpUnchangedHistory9900.0%$1.24K$1.29K$0<0.1%<0.1%0.00
NATRNatures Sunshine Products IncNewHistory750+75$1.24K$0+$1.24K<0.1%0.0%0.00
RWTRedwood Trust IncUnchangedHistory17517500.0%$1.25K$1.11K$0<0.1%<0.1%0.00
FELEFranklin Electric Co IncReducedHistory14107−93−86.9%$1.25K$11.0K−$8.30K<0.1%<0.1%0.00
ALHCAlignment Healthcare, Inc.NewHistory1800+180$1.25K$0+$1.25K<0.1%0.0%0.00
HUBBHubbell IncUnchangedHistory4400.0%$1.25K$1.33K$0<0.1%<0.1%0.00
OPADOfferpad Solutions Inc.UnchangedHistory12912900.0%$1.26K$1.67K$0<0.1%<0.1%0.00
WSBFWaterstone Financial, Inc.NewHistory1150+115$1.26K$0+$1.26K<0.1%0.0%0.00
ALSumisho Air Lease CorpReducedHistory3262−30−48.4%$1.26K$2.60K−$1.18K<0.1%<0.1%0.00
MSAMSA Safety IncUnchangedHistory8800.0%$1.26K$1.39K$0<0.1%<0.1%0.00
ETDEthan Allen Interiors IncUnchangedHistory434300.0%$1.29K$1.22K$0<0.1%<0.1%0.00
GFLGFL Environmental Inc.AddedHistory4116+25+156.3%$1.29K$621+$784.15<0.1%<0.1%0.00
FIVEFive Below, IncNewHistory80+8$1.29K$0+$1.29K<0.1%0.0%0.00
RMAXRE/MAX Holdings, Inc.ReducedHistory100464−364−78.4%$1.29K$8.94K−$4.71K<0.1%<0.1%0.00
EGYVaalco Energy IncUnchangedHistory29529500.0%$1.29K$1.11K$0<0.1%<0.1%0.00
CXCemex SAB de CVReducedHistory2011,201−1,000−83.3%$1.31K$8.50K−$6.50K<0.1%<0.1%0.00
First Tr Energy Income & Gro33738G104Unchanged–10010000.0%$1.31K$1.39K$0<0.1%<0.1%0.00
Fidelity Covington Trust316092303Unchanged–313100.0%$1.32K$1.41K$0<0.1%<0.1%0.00
FNVFranco Nevada CorpReducedHistory1013−3−23.1%$1.33K$1.85K−$400.5<0.1%<0.1%0.00
TENBTenable Holdings, Inc.NewHistory300+30$1.34K$0+$1.34K<0.1%0.0%0.00
CEQPCrestwood Equity Partners LPReducedHistory46372−326−87.6%$1.35K$9.85K−$9.54K<0.1%<0.1%0.00
TDCTeradata CorpUnchangedHistory303000.0%$1.35K$1.60K$0<0.1%<0.1%0.00
PRTAProthena Corp Public Ltd CoReducedHistory28309−281−90.9%$1.35K$21.1K−$13.6K<0.1%<0.1%0.00
iShares Tr464288521New–290+29$1.37K$0+$1.37K<0.1%0.0%0.00
CAMTCamtek LtdUnchangedHistory222200.0%$1.37K$784$0<0.1%<0.1%0.00
First Tr Exchange-Traded FD33738D408Unchanged–353500.0%$1.37K$1.39K$0<0.1%<0.1%0.00
NGVTIngevity CorpReducedHistory2940−11−27.5%$1.38K$2.33K−$523.83<0.1%<0.1%0.00
BGSB&G Foods, Inc.ReducedHistory140387−247−63.8%$1.39K$5.39K−$2.44K<0.1%<0.1%0.00
PAGPPlains GP Holdings LPUnchangedHistory868600.0%$1.39K$1.27K$0<0.1%<0.1%0.00
SFSTSouthern First Bancshares IncNewHistory520+52$1.40K$0+$1.40K<0.1%0.0%0.00
VSATViasat IncReducedHistory76402−326−81.1%$1.40K$16.6K−$6.02K<0.1%<0.1%0.00
CHWYChewy, Inc.NewHistory770+77$1.41K$0+$1.41K<0.1%0.0%0.00
MRCYMercury Systems IncNewHistory380+38$1.41K$0+$1.41K<0.1%0.0%0.00
STAGSTAG Industrial, Inc.ReducedHistory4158−17−29.3%$1.42K$2.08K−$588.78<0.1%<0.1%0.00
VISTVista Energy, S.A.B. de C.V.UnchangedHistory474700.0%$1.43K$1.13K$0<0.1%<0.1%0.00
HEHawaiian Electric Industries IncNewHistory1160+116$1.43K$0+$1.43K<0.1%0.0%0.00
RRXRegal Rexnord CorpAddedHistory108+2+25.0%$1.43K$1.23K+$285.8<0.1%<0.1%0.00
FBINFortune Brands Innovations, Inc.AddedHistory239+14+155.6%$1.43K$648+$869.83<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.