EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings changes from Q1 2024 to Q2 2024

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

New: 296; Est. +$11.2M
Added: 1,605; Est. +$167.1M
Reduced: 583; Est. −$32.5M
Sold out: 129; Est. −$4.71M

Portfolio value went from $1.27B to $1.51B (+$233.7M (+18.4%)); positions from 2,900 to 3,067 (+167).

All Q2 2024 holdings All Q1 2024 holdings

In the shares, value and % of portfolio columns, the top figure is Q2 2024 and the gray one below is Q1 2024. For stocks that split between the two quarters, Q1 2024 shares are converted at the split ratio before comparing.

Holdings of EverSource Wealth Advisors, LLC in Q1 2024 and Q2 2024 compared
Security	Action	Shares	Share change	Value	Est. bought or sold	% of portfolio	Weight change (pp)
CONNConns Inc	UnchangedHistory	11	00.0%	$0$4	$0	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
Advanced Marketing Services25456U109	Unchanged–	11	00.0%	$0$0	$0	0.0%0.0%	0.00
CEPLCapstone Energy Plus, Inc.	UnchangedHistory	1,0001,000	00.0%	$0$0	$0	0.0%0.0%	0.00
WKHSWorkhorse Group Inc.	AddedConverted for a 1-for-20 splitHistory	11	+1+100.0%	$1$2	+$0.5	<0.1%<0.1%	0.00
First Rep BK San Francisco C33616C100	Added–	8615	+71+473.3%	$1$1	+$0.83	<0.1%<0.1%	0.00
NVTAInvitae Corp	AddedHistory	1,3571,314	+43+3.3%	$1$1	+$0.03	<0.1%<0.1%	0.00
CREGSmart Powerr Corp.	NewHistory	10	+1	$1$0	+$1	<0.1%0.0%	0.00
TXMDTherapeuticsMD, Inc.	UnchangedHistory	11	00.0%	$2$2	$0	<0.1%<0.1%	0.00
MURAMural Oncology plc	ReducedHistory	1153	−152−99.3%	$4$566	−$608	<0.1%<0.1%	0.00
UNLUnited States 12 Month Natural Gas Fund, LP	NewHistory	10	+1	$7$0	+$7	<0.1%0.0%	0.00
Diana Shipping Inc.Y2066G138	Unchanged–	2424	00.0%	$9$13	$0	<0.1%<0.1%	0.00
LSFLaird Superfood, Inc.	NewHistory	30	+3	$12$0	+$12	<0.1%0.0%	0.00
Uscf ETF Tr90290T882	Unchanged–	00	0	$13$12	–	<0.1%<0.1%	0.00
FIRYFiry Inc.	NewHistory	20	+2	$13$0	+$13	<0.1%0.0%	0.00
CTXRCitius Pharmaceuticals, Inc.	UnchangedHistory	1616	00.0%	$14$12	$0	<0.1%<0.1%	0.00
BTCYBiotricity Inc.	UnchangedHistory	2323	00.0%	$16$31	$0	<0.1%<0.1%	0.00
WRBYWarby Parker Inc.	NewHistory	10	+1	$16$0	+$16	<0.1%0.0%	0.00
KODKodiak Sciences Inc.	NewHistory	70	+7	$20$0	+$20	<0.1%0.0%	0.00
GOEVCanoo Inc.	NewHistory	100	+10	$20$0	+$20	<0.1%0.0%	0.00
OLPXOlaplex Holdings, Inc.	UnchangedHistory	1111	00.0%	$23$15	$0	<0.1%<0.1%	0.00
ADNTAdient plc	ReducedHistory	12	−1−50.0%	$26$60	−$26	<0.1%<0.1%	0.00
CLLSCellectis S.A.	UnchangedHistory	1313	00.0%	$29$33	$0	<0.1%<0.1%	0.00
VHCVirnetX Holding Corp	UnchangedHistory	55	00.0%	$32$26	$0	<0.1%<0.1%	0.00
ICHRIchor Holdings, Ltd.	UnchangedHistory	11	00.0%	$34$39	$0	<0.1%<0.1%	0.00
SHYFShyft Group, Inc.	UnchangedHistory	22	00.0%	$34$22	$0	<0.1%<0.1%	0.00
NADNuveen Quality Municipal Income Fund	UnchangedHistory	33	00.0%	$35$33	$0	<0.1%<0.1%	0.00
INTAIntapp, Inc.	UnchangedHistory	11	00.0%	$36$31	$0	<0.1%<0.1%	0.00
HTZWWHertz Global Holdings, Inc	UnchangedHistory	1313	00.0%	$37$38	$0	<0.1%<0.1%	0.00
LLLL Flooring Holdings, Inc.	UnchangedHistory	5050	00.0%	$40$79	$0	<0.1%<0.1%	0.00
MITKMitek Systems Inc	UnchangedHistory	33	00.0%	$40$38	$0	<0.1%<0.1%	0.00
STGWStagwell Inc	UnchangedHistory	66	00.0%	$40$36	$0	<0.1%<0.1%	0.00
CNFCNFinance Holdings Ltd.	UnchangedHistory	4040	00.0%	$43$74	$0	<0.1%<0.1%	0.00
SDGRSchrodinger, Inc.	UnchangedHistory	22	00.0%	$45$49	$0	<0.1%<0.1%	0.00
DLOdLocal Ltd	ReducedHistory	6753	−747−99.2%	$46$10.7K	−$5.73K	<0.1%<0.1%	0.00
BATRAAtlanta Braves Holdings, Inc.	UnchangedHistory	11	00.0%	$46$40	$0	<0.1%<0.1%	0.00
WORWorthington Enterprises, Inc.	ReducedHistory	167	−66−98.5%	$50$3.83K	−$3.30K	<0.1%<0.1%	0.00
VSTSVestis Corp	ReducedHistory	489	−85−95.5%	$52$1.64K	−$1.10K	<0.1%<0.1%	0.00
ALHCAlignment Healthcare, Inc.	NewHistory	60	+6	$52$0	+$52	<0.1%0.0%	0.00
LELands' End, Inc.	UnchangedHistory	33	00.0%	$53$41	$0	<0.1%<0.1%	0.00
MFAMfa Financial, Inc.	UnchangedHistory	55	00.0%	$56$53	$0	<0.1%<0.1%	0.00
OPENOpendoor Technologies Inc.	NewHistory	240	+24	$56$0	+$56	<0.1%0.0%	0.00
SIDNational Steel Co	ReducedHistory	2797	−70−72.2%	$57$261	−$147.78	<0.1%<0.1%	0.00
iShares Global Clean Energy ETF464288224	Unchanged–	44	00.0%	$57$53	$0	<0.1%<0.1%	0.00
ProShares Tr74348A210	New–	30	+3	$57$0	+$57	<0.1%0.0%	0.00
SEDGSolaredge Technologies, Inc.	ReducedHistory	252	−50−96.2%	$58$3.05K	−$1.45K	<0.1%<0.1%	0.00
TTGTTechTarget, Inc.	UnchangedHistory	22	00.0%	$64$55	$0	<0.1%<0.1%	0.00
Curevac N VN2451R105	New–	170	+17	$64$0	+$64	<0.1%0.0%	0.00
Invesco Exchange Traded FD T46137V134	New–	30	+3	$65$0	+$65	<0.1%0.0%	0.00
FLNCFluence Energy, Inc.	UnchangedHistory	44	00.0%	$66$71	$0	<0.1%<0.1%	0.00
GOCOGoHealth, Inc.	NewHistory	50	+5	$66$0	+$66	<0.1%0.0%	0.00
FTHMFathom Holdings Inc.	NewHistory	320	+32	$68$0	+$68	<0.1%0.0%	0.00
Momentus Inc.60879E119	New–	6,4000	+6,400	$70$0	+$70	<0.1%0.0%	0.00
Maxeon Solar Technologies LTY58473102	Added–	397151	+246+162.9%	$71$294	+$43.99	<0.1%<0.1%	0.00
DMDesktop Metal, Inc.	NewHistory	150	+15	$71$0	+$71	<0.1%0.0%	0.00
QVCGAOld QVC Group, Inc.	UnchangedHistory	100100	00.0%	$72$82	$0	<0.1%<0.1%	0.00
ProShares Tr74347X633	Unchanged–	11	00.0%	$72$62	$0	<0.1%<0.1%	0.00
CMRCCommerce.com, Inc.	NewHistory	90	+9	$73$0	+$73	<0.1%0.0%	0.00
CARGCarGurus, Inc.	UnchangedHistory	33	00.0%	$74$67	$0	<0.1%<0.1%	0.00
TDOCTeladoc Health, Inc.	ReducedHistory	8162	−154−95.1%	$75$2.07K	−$1.44K	<0.1%<0.1%	0.00
CRNCCerence Inc.	ReducedHistory	24242	−218−90.1%	$76$2.21K	−$690.33	<0.1%<0.1%	0.00
Lithium Americas Argentina Cor Com Shs53681K100	Unchanged–	2525	00.0%	$76$127	$0	<0.1%<0.1%	0.00
QCRHQCR Holdings Inc	UnchangedHistory	11	00.0%	$76$55	$0	<0.1%<0.1%	0.00
DHCDiversified Healthcare Trust	UnchangedHistory	2323	00.0%	$77$54	$0	<0.1%<0.1%	0.00
HCKTHackett Group, Inc.	UnchangedHistory	33	00.0%	$82$65	$0	<0.1%<0.1%	0.00
ZIMVZimVie Inc.	UnchangedHistory	44	00.0%	$85$61	$0	<0.1%<0.1%	0.00
INBXInhibrx Biosciences, Inc.	NewHistory	60	+6	$87$0	+$87	<0.1%0.0%	0.00
Victory Portfolios II92647N782	Reduced–	13,072	−3,071−100.0%	$88$193.2K	−$270.2K	<0.1%<0.1%	−0.02
TBHCBrand House Collective, Inc.	UnchangedHistory	5050	00.0%	$90$96	$0	<0.1%<0.1%	0.00
HAPNHappen, Inc.	UnchangedHistory	88	00.0%	$100$60	$0	<0.1%<0.1%	0.00
ASANAsana, Inc.	AddedHistory	75	+2+40.0%	$102$74	+$29.14	<0.1%<0.1%	0.00
OESXOrion Energy Systems, Inc.	UnchangedHistory	100100	00.0%	$108$86	$0	<0.1%<0.1%	0.00
STEMStem, Inc.	NewHistory	890	+89	$109$0	+$109	<0.1%0.0%	0.00
SRGSeritage Growth Properties	ReducedHistory	2265	−43−66.2%	$112$607	−$218.91	<0.1%<0.1%	0.00
Brookfield Business PartnersG16234109	New–	60	+6	$122$0	+$122	<0.1%0.0%	0.00
FUNDSprott Focus Trust Inc.	UnchangedHistory	1616	00.0%	$130$121	$0	<0.1%<0.1%	0.00
BOOTBoot Barn Holdings, Inc.	NewHistory	10	+1	$133$0	+$133	<0.1%0.0%	0.00
HCATHealth Catalyst, Inc.	NewHistory	180	+18	$133$0	+$133	<0.1%0.0%	0.00
CURICuriosityStream Inc.	NewHistory	1220	+122	$134$0	+$134	<0.1%0.0%	0.00
PGENPrecigen, Inc.	UnchangedHistory	9393	00.0%	$141$123	$0	<0.1%<0.1%	0.00
BINIBollinger Innovations, Inc.	NewHistory	1320	+132	$153$0	+$153	<0.1%0.0%	0.00
DAVAEndava plc	ReducedHistory	58	−3−37.5%	$159$232	−$95.4	<0.1%<0.1%	0.00
LEN.BLennar Corp	UnchangedHistory	11	00.0%	$165$140	$0	<0.1%<0.1%	0.00
JAMFJamf Holding Corp.	NewHistory	90	+9	$165$0	+$165	<0.1%0.0%	0.00
SMLRSemler Scientific, Inc.	NewHistory	50	+5	$166$0	+$166	<0.1%0.0%	0.00
CSTLCastle Biosciences Inc	NewHistory	70	+7	$169$0	+$169	<0.1%0.0%	0.00
BlackSky Technology Inc.09263B116	New–	5,0000	+5,000	$176$0	+$176	<0.1%0.0%	0.00
TWOU2U, LLC	ReducedConverted for a 1-for-30 splitHistory	6970	−1−1.0%	$185$519	−$1.88	<0.1%<0.1%	0.00
SFIXStitch Fix, Inc.	NewHistory	400	+40	$188$0	+$188	<0.1%0.0%	0.00
Sprott FDS Tr85208P303	New–	40	+4	$188$0	+$188	<0.1%0.0%	0.00
AGENAgenus Inc	NewHistory	330	+33	$199$0	+$199	<0.1%0.0%	0.00
RDFNRedfin Corp	AddedHistory	255	+20+400.0%	$204$28	+$163.2	<0.1%<0.1%	0.00
COURCoursera, Inc.	ReducedHistory	22946	−924−97.7%	$205$9.67K	−$8.61K	<0.1%<0.1%	0.00
CMPSCOMPASS Pathways plc	NewHistory	270	+27	$206$0	+$206	<0.1%0.0%	0.00
GTXGarrett Motion Inc.	UnchangedHistory	2626	00.0%	$228$249	$0	<0.1%<0.1%	0.00
RVMDRevolution Medicines, Inc.	NewHistory	50	+5	$229$0	+$229	<0.1%0.0%	0.00
HOLOMicroCloud Hologram Inc.	NewHistory	5180	+518	$237$0	+$237	<0.1%0.0%	0.00
WWRWestwater Resources, Inc.	UnchangedHistory	500500	00.0%	$254$222	$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.