EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q2 2024 to Q3 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 107
- Est. +$8.75M
- Added
- 1,205
- Est. +$72.7M
- Reduced
- 863
- Est. −$182.0M
- Sold out
- 136
- Est. −$2.02M
Portfolio value went from $1.51B to $1.58B (+$73.6M (+4.9%)); positions from 3,067 to 3,038 (−29).
All Q3 2024 holdingsAll Q2 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q3 2024 and the gray one below is Q2 2024. For stocks that split between the two quarters, Q2 2024 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | Sold out– | 0232 | −232−100.0% | $0$58.5K | −$58.5K | 0.0%<0.1% | 0.00 |
| Vanguard Wellington FD921935409 | Sold out– | 0284 | −284−100.0% | $0$33.5K | −$33.5K | 0.0%<0.1% | 0.00 |
| NOANorth American Construction Group Ltd. | Sold outHistory | 068 | −68−100.0% | $0$1.36K | −$1.36K | 0.0%<0.1% | 0.00 |
| AIFUAIFU Inc. | Sold outHistory | 0575 | −575−100.0% | $0$903 | −$903 | 0.0%<0.1% | 0.00 |
| MNKDMannkind Corp | Sold outHistory | 0100 | −100−100.0% | $0$576 | −$576 | 0.0%<0.1% | 0.00 |
| TWOU2U, LLC | Sold outHistory | 069 | −69−100.0% | $0$185 | −$185 | 0.0%<0.1% | 0.00 |
| PGENPrecigen, Inc. | Sold outHistory | 093 | −93−100.0% | $0$141 | −$141 | 0.0%<0.1% | 0.00 |
| CNFCNFinance Holdings Ltd. | Sold outHistory | 040 | −40−100.0% | $0$43 | −$43 | 0.0%<0.1% | 0.00 |
| VHCVirnetX Holding Corp | Sold outHistory | 05 | −5−100.0% | $0$32 | −$32 | 0.0%<0.1% | 0.00 |
| Uscf ETF Tr90290T882 | Sold out– | 00 | 0 | $0$13 | −$13 | 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 |
| 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 |
| NBISNebius Group N.V. | NewHistory | 490 | +49 | $0$0 | $0 | 0.0%0.0% | 0.00 |
| First Rep BK San Francisco C33616C100 | Unchanged– | 8686 | 00.0% | $1$1 | $0 | <0.1%<0.1% | 0.00 |
| WKHSWorkhorse Group Inc. | UnchangedHistory | 11 | 00.0% | $1$1 | $0 | <0.1%<0.1% | 0.00 |
| TXMDTherapeuticsMD, Inc. | UnchangedHistory | 11 | 00.0% | $2$2 | $0 | <0.1%<0.1% | 0.00 |
| BINIBollinger Innovations, Inc. | ReducedHistory | 2132 | −130−98.5% | $6$153 | −$390 | <0.1%<0.1% | 0.00 |
| CTXRCitius Pharmaceuticals, Inc. | UnchangedHistory | 1616 | 00.0% | $8$14 | $0 | <0.1%<0.1% | 0.00 |
| BPTHBio-Path Holdings, Inc. | NewHistory | 100 | +10 | $9$0 | +$9 | <0.1%0.0% | 0.00 |
| LSFLaird Superfood, Inc. | UnchangedHistory | 33 | 00.0% | $15$12 | $0 | <0.1%<0.1% | 0.00 |
| WRBYWarby Parker Inc. | UnchangedHistory | 11 | 00.0% | $16$16 | $0 | <0.1%<0.1% | 0.00 |
| SHYFShyft Group, Inc. | UnchangedHistory | 22 | 00.0% | $25$34 | $0 | <0.1%<0.1% | 0.00 |
| FTHMFathom Holdings Inc. | ReducedHistory | 1032 | −22−68.8% | $26$68 | −$57.2 | <0.1%<0.1% | 0.00 |
| MITKMitek Systems Inc | UnchangedHistory | 33 | 00.0% | $26$40 | $0 | <0.1%<0.1% | 0.00 |
| OLPXOlaplex Holdings, Inc. | UnchangedHistory | 1111 | 00.0% | $26$23 | $0 | <0.1%<0.1% | 0.00 |
| AMCAMC Entertainment Holdings, Inc. | NewHistory | 60 | +6 | $27$0 | +$27 | <0.1%0.0% | 0.00 |
| HTZWWHertz Global Holdings, Inc | UnchangedHistory | 1313 | 00.0% | $28$37 | $0 | <0.1%<0.1% | 0.00 |
| CLLSCellectis S.A. | UnchangedHistory | 1313 | 00.0% | $28$29 | $0 | <0.1%<0.1% | 0.00 |
| ICHRIchor Holdings, Ltd. | UnchangedHistory | 11 | 00.0% | $32$34 | $0 | <0.1%<0.1% | 0.00 |
| NADNuveen Quality Municipal Income Fund | UnchangedHistory | 33 | 00.0% | $37$35 | $0 | <0.1%<0.1% | 0.00 |
| MAXNQMaxeon Solar Technologies, Ltd. | NewHistory | 3970 | +397 | $39$0 | +$39 | <0.1%0.0% | 0.00 |
| NARIInari Medical, Inc. | ReducedHistory | 141 | −40−97.6% | $41$1.91K | −$1.64K | <0.1%<0.1% | 0.00 |
| PENGPenguin Solutions, Inc. | ReducedHistory | 223 | −21−91.3% | $42$538 | −$441 | <0.1%<0.1% | 0.00 |
| BATRAAtlanta Braves Holdings, Inc. | UnchangedHistory | 11 | 00.0% | $42$46 | $0 | <0.1%<0.1% | 0.00 |
| STGWStagwell Inc | UnchangedHistory | 66 | 00.0% | $42$40 | $0 | <0.1%<0.1% | 0.00 |
| SPHRSphere Entertainment Co. | ReducedHistory | 1252 | −251−99.6% | $44$11.2K | −$11.0K | <0.1%<0.1% | 0.00 |
| SEDGSolaredge Technologies, Inc. | UnchangedHistory | 22 | 00.0% | $46$58 | $0 | <0.1%<0.1% | 0.00 |
| Momentus Inc.60879E119 | Reduced– | 4,8956,400 | −1,505−23.5% | $47$70 | −$14.45 | <0.1%<0.1% | 0.00 |
| GOCOGoHealth, Inc. | UnchangedHistory | 55 | 00.0% | $47$66 | $0 | <0.1%<0.1% | 0.00 |
| OPENOpendoor Technologies Inc. | UnchangedHistory | 2424 | 00.0% | $48$56 | $0 | <0.1%<0.1% | 0.00 |
| DLOdLocal Ltd | UnchangedHistory | 66 | 00.0% | $48$46 | $0 | <0.1%<0.1% | 0.00 |
| TTGTTechTarget, Inc. | UnchangedHistory | 22 | 00.0% | $49$64 | $0 | <0.1%<0.1% | 0.00 |
| CMPSCOMPASS Pathways plc | ReducedHistory | 827 | −19−70.4% | $50$206 | −$118.75 | <0.1%<0.1% | 0.00 |
| LELands' End, Inc. | UnchangedHistory | 33 | 00.0% | $52$53 | $0 | <0.1%<0.1% | 0.00 |
| CLOVClover Health Investments, Corp. | ReducedHistory | 19592 | −573−96.8% | $54$1.13K | −$1.63K | <0.1%<0.1% | 0.00 |
| iShares Global Clean Energy ETF464288224 | Unchanged– | 44 | 00.0% | $59$57 | $0 | <0.1%<0.1% | 0.00 |
| Invesco Exchange Traded FD T46137V134 | Unchanged– | 33 | 00.0% | $60$65 | $0 | <0.1%<0.1% | 0.00 |
| VSTSVestis Corp | UnchangedHistory | 44 | 00.0% | $60$52 | $0 | <0.1%<0.1% | 0.00 |
| QVCGAOld QVC Group, Inc. | UnchangedHistory | 100100 | 00.0% | $61$72 | $0 | <0.1%<0.1% | 0.00 |
| ZIMVZimVie Inc. | UnchangedHistory | 44 | 00.0% | $63$85 | $0 | <0.1%<0.1% | 0.00 |
| MFAMfa Financial, Inc. | UnchangedHistory | 55 | 00.0% | $64$56 | $0 | <0.1%<0.1% | 0.00 |
| AEVAAeva Technologies, Inc. | ReducedHistory | 20220 | −200−90.9% | $66$799 | −$660 | <0.1%<0.1% | 0.00 |
| DDD3D Systems Corp | ReducedHistory | 25313 | −288−92.0% | $71$1.14K | −$817.92 | <0.1%<0.1% | 0.00 |
| ALHCAlignment Healthcare, Inc. | UnchangedHistory | 66 | 00.0% | $71$52 | $0 | <0.1%<0.1% | 0.00 |
| QCRHQCR Holdings Inc | UnchangedHistory | 11 | 00.0% | $74$76 | $0 | <0.1%<0.1% | 0.00 |
| CRNCCerence Inc. | UnchangedHistory | 2424 | 00.0% | $76$76 | $0 | <0.1%<0.1% | 0.00 |
| ProShares Tr74347X633 | Unchanged– | 11 | 00.0% | $76$72 | $0 | <0.1%<0.1% | 0.00 |
| HCKTHackett Group, Inc. | UnchangedHistory | 33 | 00.0% | $79$82 | $0 | <0.1%<0.1% | 0.00 |
| EHTHeHealth, Inc. | NewHistory | 200 | +20 | $82$0 | +$82 | <0.1%0.0% | 0.00 |
| WORWorthington Enterprises, Inc. | AddedHistory | 21 | +1+100.0% | $83$50 | +$41.5 | <0.1%<0.1% | 0.00 |
| OESXOrion Energy Systems, Inc. | UnchangedHistory | 100100 | 00.0% | $86$108 | $0 | <0.1%<0.1% | 0.00 |
| CARGCarGurus, Inc. | UnchangedHistory | 33 | 00.0% | $90$74 | $0 | <0.1%<0.1% | 0.00 |
| HAPNHappen, Inc. | UnchangedHistory | 88 | 00.0% | $91$100 | $0 | <0.1%<0.1% | 0.00 |
| Victory Portfolios II92647N782 | Unchanged– | 11 | 00.0% | $92$88 | $0 | <0.1%<0.1% | 0.00 |
| INBXInhibrx Biosciences, Inc. | UnchangedHistory | 66 | 00.0% | $94$87 | $0 | <0.1%<0.1% | 0.00 |
| DHCDiversified Healthcare Trust | UnchangedHistory | 2323 | 00.0% | $96$77 | $0 | <0.1%<0.1% | 0.00 |
| SRGSeritage Growth Properties | UnchangedHistory | 2222 | 00.0% | $102$112 | $0 | <0.1%<0.1% | 0.00 |
| CURICuriosityStream Inc. | ReducedHistory | 54122 | −68−55.7% | $103$134 | −$129.7 | <0.1%<0.1% | 0.00 |
| TBHCBrand House Collective, Inc. | UnchangedHistory | 5050 | 00.0% | $110$90 | $0 | <0.1%<0.1% | 0.00 |
| SFIXStitch Fix, Inc. | UnchangedHistory | 4040 | 00.0% | $113$188 | $0 | <0.1%<0.1% | 0.00 |
| FLNCFluence Energy, Inc. | AddedHistory | 54 | +1+25.0% | $114$66 | +$22.8 | <0.1%<0.1% | 0.00 |
| RCUSArcus Biosciences, Inc. | NewHistory | 80 | +8 | $122$0 | +$122 | <0.1%0.0% | 0.00 |
| FUNDSprott Focus Trust Inc. | UnchangedHistory | 1616 | 00.0% | $123$130 | $0 | <0.1%<0.1% | 0.00 |
| DAREDare Bioscience, Inc. | NewHistory | 420 | +42 | $136$0 | +$136 | <0.1%0.0% | 0.00 |
| SEGSeaport Entertainment Group Inc. | NewHistory | 50 | +5 | $137$0 | +$137 | <0.1%0.0% | 0.00 |
| Sprott FDS Tr85208P303 | Reduced– | 34 | −1−25.0% | $138$188 | −$46 | <0.1%<0.1% | 0.00 |
| HPKHighPeak Energy, Inc. | ReducedHistory | 103,293 | −3,283−99.7% | $139$55.4K | −$45.6K | <0.1%<0.1% | 0.00 |
| Brookfield Business PartnersG16234109 | Unchanged– | 66 | 00.0% | $140$122 | $0 | <0.1%<0.1% | 0.00 |
| HCATHealth Catalyst, Inc. | UnchangedHistory | 1818 | 00.0% | $147$133 | $0 | <0.1%<0.1% | 0.00 |
| BlackSky Technology Inc.09263B116 | Unchanged– | 5,0005,000 | 00.0% | $153$176 | $0 | <0.1%<0.1% | 0.00 |
| JAMFJamf Holding Corp. | UnchangedHistory | 99 | 00.0% | $156$165 | $0 | <0.1%<0.1% | 0.00 |
| BOOTBoot Barn Holdings, Inc. | UnchangedHistory | 11 | 00.0% | $167$133 | $0 | <0.1%<0.1% | 0.00 |
| LEN.BLennar Corp | UnchangedHistory | 11 | 00.0% | $173$165 | $0 | <0.1%<0.1% | 0.00 |
| OPADOfferpad Solutions Inc. | ReducedHistory | 43129 | −86−66.7% | $175$573 | −$350 | <0.1%<0.1% | 0.00 |
| CUTRCutera Inc | UnchangedHistory | 222222 | 00.0% | $175$311 | $0 | <0.1%<0.1% | 0.00 |
| COURCoursera, Inc. | UnchangedHistory | 2222 | 00.0% | $175$205 | $0 | <0.1%<0.1% | 0.00 |
| AGENAgenus Inc | UnchangedHistory | 3333 | 00.0% | $181$199 | $0 | <0.1%<0.1% | 0.00 |
| NKLANikola Corp | ReducedHistory | 4263 | −21−33.3% | $192$566 | −$96 | <0.1%<0.1% | 0.00 |
| ARRYArray Technologies, Inc. | UnchangedHistory | 3030 | 00.0% | $198$316 | $0 | <0.1%<0.1% | 0.00 |
| SFLSFL Corp Ltd. | ReducedHistory | 18116 | −98−84.5% | $208$1.37K | −$1.13K | <0.1%<0.1% | 0.00 |
| MTNBMatinas BioPharma Holdings, Inc. | UnchangedConverted for a 1-for-50 splitHistory | 6060 | 00.0% | $212$484 | $0 | <0.1%<0.1% | 0.00 |
| ENICEnel Chile S.A. | NewHistory | 760 | +76 | $212$0 | +$212 | <0.1%0.0% | 0.00 |
| GTXGarrett Motion Inc. | UnchangedHistory | 2626 | 00.0% | $213$228 | $0 | <0.1%<0.1% | 0.00 |
| NUSNu Skin Enterprises, Inc. | ReducedHistory | 29116 | −87−75.0% | $214$1.30K | −$642 | <0.1%<0.1% | 0.00 |
| ENVXEnovix Corp | UnchangedHistory | 2323 | 00.0% | $215$331 | $0 | <0.1%<0.1% | 0.00 |
| Direxion Shs ETF Tr25459W458 | Unchanged– | 66 | 00.0% | $220$266 | $0 | <0.1%<0.1% | 0.00 |
| SPCEVirgin Galactic Holdings, Inc | UnchangedHistory | 3636 | 00.0% | $220$256 | $0 | <0.1%<0.1% | 0.00 |
| SHLSShoals Technologies Group, Inc. | NewHistory | 410 | +41 | $230$0 | +$230 | <0.1%0.0% | 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.