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Livermore
Livermore
ZHEN

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.

Choose two quarters to compare

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.

Holdings of EverSource Wealth Advisors, LLC in Q2 2024 and Q3 2024 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
VYXNCR Voyix CorpReducedHistory17475−458−96.4%$231$7.01K−$6.22K<0.1%<0.1%0.00
AVIRAtea Pharmaceuticals, Inc.ReducedHistory69118−49−41.5%$231$451−$164.04<0.1%<0.1%0.00
PYCRPaycor HCM, Inc.NewHistory170+17$241$0+$241<0.1%0.0%0.00
PSQHPSQ Holdings, Inc.UnchangedHistory10010000.0%$246$262$0<0.1%<0.1%0.00
RENTRent the Runway, Inc.UnchangedHistory262600.0%$251$387$0<0.1%<0.1%0.00
ACHAccendra Health IncNewHistory160+16$251$0+$251<0.1%0.0%0.00
RAPTRAPT Therapeutics, Inc.UnchangedHistory12712700.0%$255$399$0<0.1%<0.1%0.00
VIVOVivoPower PLCNewHistory2550+255$255$0+$255<0.1%0.0%0.00
WWRWestwater Resources, Inc.UnchangedHistory50050000.0%$258$254$0<0.1%<0.1%0.00
GRNBarclays Bank PLCReducedHistory1011−1−9.1%$260$298−$26<0.1%<0.1%0.00
ATRAAtara Biotherapeutics, Inc.UnchangedHistory353500.0%$285$344$0<0.1%<0.1%0.00
BLUEbluebird bio, Inc.UnchangedHistory55555500.0%$288$644$0<0.1%<0.1%0.00
TPGTPG Inc.NewHistory50+5$288$0+$288<0.1%0.0%0.00
RILYBRC Group Holdings, Inc.AddedHistory5531+24+77.4%$289$595+$126.11<0.1%<0.1%0.00
TNETTrinet Group, Inc.ReducedHistory39−6−66.7%$291$939−$582<0.1%<0.1%0.00
KYNBKyntra Bio, Inc.UnchangedHistory73473400.0%$293$396$0<0.1%<0.1%0.00
ARVNArvinas, Inc.NewHistory120+12$296$0+$296<0.1%0.0%0.00
AMTBAmerant Bancorp Inc.UnchangedHistory141400.0%$299$315$0<0.1%<0.1%0.00
STCStewart Information Services CorpUnchangedHistory4400.0%$299$283$0<0.1%<0.1%0.00
ASIXAdvanSix Inc.UnchangedHistory101000.0%$304$280$0<0.1%<0.1%0.00
LBRDALiberty Broadband CorpNewHistory40+4$307$0+$307<0.1%0.0%0.00
ALLKAllakos Inc.UnchangedHistory47747700.0%$312$429$0<0.1%<0.1%0.00
RDFNRedfin CorpUnchangedHistory252500.0%$314$204$0<0.1%<0.1%0.00
SDGRSchrodinger, Inc.AddedHistory172+15+750.0%$315$45+$277.94<0.1%<0.1%0.00
LESLLeslie's, Inc.ReducedHistory100627−527−84.1%$316$1.85K−$1.67K<0.1%<0.1%0.00
AMTXAemetis, IncUnchangedHistory14314300.0%$329$459$0<0.1%<0.1%0.00
WOLFWolfspeed, Inc.UnchangedHistory353500.0%$340$660$0<0.1%<0.1%0.00
IARTIntegra Lifesciences Holdings CorpReducedHistory1979−60−75.9%$345$1.96K−$1.09K<0.1%<0.1%0.00
ESTAEstablishment Labs Holdings Inc.NewHistory80+8$346$0+$346<0.1%0.0%0.00
NCNOnCino, Inc.UnchangedHistory111100.0%$347$360$0<0.1%<0.1%0.00
GOOSCanada Goose Holdings Inc.ReducedHistory2852−24−46.2%$351$601−$300.86<0.1%<0.1%0.00
DKDelek US Holdings, Inc.UnchangedHistory191900.0%$356$452$0<0.1%<0.1%0.00
BRZEBraze, Inc.NewHistory110+11$356$0+$356<0.1%0.0%0.00
Dimensional ETF Trust25434V104Reduced–964−55−85.9%$360$2.45K−$2.20K<0.1%<0.1%0.00
J P Morgan Exchange Traded F46641Q191Unchanged–6600.0%$374$360$0<0.1%<0.1%0.00
SBDSSolo Brands, Inc.UnchangedHistory26626600.0%$375$636$0<0.1%<0.1%0.00
Ssga Active ETF Tr78467V608Unchanged–9900.0%$376$376$0<0.1%<0.1%0.00
NVAXNovavax IncReducedHistory3062−32−51.6%$379$794−$404.27<0.1%<0.1%0.00
PHRPhreesia, Inc.UnchangedHistory171700.0%$387$424$0<0.1%<0.1%0.00
ADTADT Inc.UnchangedHistory545400.0%$390$420$0<0.1%<0.1%0.00
IMVTImmunovant, Inc.UnchangedHistory141400.0%$399$407$0<0.1%<0.1%0.00
iShares Tr46434V696Unchanged–6600.0%$400$381$0<0.1%<0.1%0.00
PDPagerDuty, Inc.UnchangedHistory222200.0%$408$460$0<0.1%<0.1%0.00
PRMEPrime Medicine, Inc.UnchangedHistory10610600.0%$410$595$0<0.1%<0.1%0.00
CMTGClaros Mortgage Trust, Inc.ReducedHistory55305−250−82.0%$412$2.90K−$1.87K<0.1%<0.1%0.00
Hartford FDS Exchange Traded41653L867Unchanged–272700.0%$413$398$0<0.1%<0.1%0.00
PIIPolaris Inc.NewHistory50+5$416$0+$416<0.1%0.0%0.00
American Centy ETF Tr025072687Unchanged–9900.0%$424$419$0<0.1%<0.1%0.00
BASECouchbase, Inc.NewHistory270+27$435$0+$435<0.1%0.0%0.00
REIRing Energy, Inc.UnchangedHistory27327300.0%$437$538$0<0.1%<0.1%0.00
BKEBuckle IncNewHistory100+10$440$0+$440<0.1%0.0%0.00
IDYAIDEAYA Biosciences, Inc.UnchangedHistory141400.0%$444$603$0<0.1%<0.1%0.00
LSPDLightspeed Commerce Inc.UnchangedHistory272700.0%$445$362$0<0.1%<0.1%0.00
LPROOpen Lending CorpUnchangedHistory737300.0%$447$460$0<0.1%<0.1%0.00
RCMR1 RCM Inc.UnchangedHistory323200.0%$453$412$0<0.1%<0.1%0.00
BCYCBicycle Therapeutics PLCNewHistory200+20$453$0+$453<0.1%0.0%0.00
NGNovagold Resources IncUnchangedHistory11111100.0%$455$531$0<0.1%<0.1%0.00
GSGiShares S&P GSCI Commodity-Indexed TrustUnchangedHistory222200.0%$462$473$0<0.1%<0.1%0.00
Townebank Portsmouth Va89214P109Unchanged–141400.0%$463$465$0<0.1%<0.1%0.00
GTLBGitlab Inc.ReducedHistory9218−209−95.9%$464$11.2K−$10.8K<0.1%<0.1%0.00
LEGHLegacy Housing CorpUnchangedHistory171700.0%$465$484$0<0.1%<0.1%0.00
NVEENV5 Global, Inc.UnchangedHistory5500.0%$467$516$0<0.1%<0.1%0.00
IRBTiRobot CorpUnchangedHistory545400.0%$469$637$0<0.1%<0.1%0.00
LINELineage, Inc.NewHistory60+6$470$0+$470<0.1%0.0%0.00
WKWorkiva IncUnchangedHistory6600.0%$475$443$0<0.1%<0.1%0.00
TENBTenable Holdings, Inc.NewHistory120+12$486$0+$486<0.1%0.0%0.00
VITLVital Farms, Inc.UnchangedHistory141400.0%$491$511$0<0.1%<0.1%0.00
BOOMDMC Global Inc.UnchangedHistory383800.0%$493$513$0<0.1%<0.1%0.00
iShares Tr46429B507Unchanged–7700.0%$493$510$0<0.1%<0.1%0.00
GGALGrupo Financiero Galicia SAUnchangedHistory121200.0%$505$348$0<0.1%<0.1%0.00
HGVHilton Grand Vacations Inc.UnchangedHistory141400.0%$508$605$0<0.1%<0.1%0.00
BYNDBeyond Meat, Inc.UnchangedHistory757500.0%$509$471$0<0.1%<0.1%0.00
HWKNHawkins IncNewHistory40+4$510$0+$510<0.1%0.0%0.00
PIMCO ETF Tr72201R627Unchanged–101000.0%$511$512$0<0.1%<0.1%0.00
FLLFull House Resorts IncUnchangedHistory10210200.0%$512$574$0<0.1%<0.1%0.00
IVRInvesco Mortgage Capital Inc.UnchangedHistory555500.0%$516$499$0<0.1%<0.1%0.00
KBRKBR, Inc.NewHistory80+8$521$0+$521<0.1%0.0%0.00
CRDOCredo Technology Group Holding LtdReducedHistory1750−33−66.0%$524$1.39K−$1.02K<0.1%<0.1%0.00
BLDPBallard Power Systems Inc.NewHistory2920+292$526$0+$526<0.1%0.0%0.00
AVDXAvidXchange Holdings, Inc.UnchangedHistory656500.0%$527$581$0<0.1%<0.1%0.00
RPTRithm Property Trust Inc.UnchangedHistory15915900.0%$529$558$0<0.1%<0.1%0.00
CWANClearwater Analytics Holdings, Inc.NewHistory210+21$530$0+$530<0.1%0.0%0.00
OPIOffice Properties Income TrustUnchangedHistory24424400.0%$532$608$0<0.1%<0.1%0.00
Curevac N VN2451R105Added–18117+164+964.7%$532$64+$482.03<0.1%<0.1%0.00
PGNYProgyny, Inc.ReducedHistory3259−27−45.8%$536$1.66K−$452.25<0.1%<0.1%0.00
NFENew Fortress Energy Inc.UnchangedHistory595900.0%$536$1.17K$0<0.1%<0.1%0.00
RUMRUM Group Inc.UnchangedHistory10010000.0%$536$632$0<0.1%<0.1%0.00
Innovator ETFs Trust45782C714Unchanged–212100.0%$536$518$0<0.1%<0.1%0.00
RHPRyman Hospitality Properties, Inc.NewHistory50+5$536$0+$536<0.1%0.0%0.00
QUREuniQure N.V.UnchangedHistory10910900.0%$537$835$0<0.1%<0.1%0.00
RKTRocket Companies, Inc.UnchangedHistory282800.0%$537$453$0<0.1%<0.1%0.00
RDUSRadius Recycling, Inc.NewHistory290+29$538$0+$538<0.1%0.0%0.00
FOXFFox Factory Holding CorpReducedHistory1367−54−80.6%$540$3.58K−$2.24K<0.1%<0.1%0.00
J P Morgan Exchange Traded F46641Q233Unchanged–101000.0%$540$494$0<0.1%<0.1%0.00
CGCCanopy Growth CorpUnchangedHistory11311300.0%$545$859$0<0.1%<0.1%0.00
KMTKennametal IncReducedHistory2130−9−30.0%$545$784−$233.57<0.1%<0.1%0.00
PRVAPrivia Health Group, Inc.UnchangedHistory303000.0%$546$622$0<0.1%<0.1%0.00
ARRArmour Residential REIT, Inc.UnchangedHistory272700.0%$551$545$0<0.1%<0.1%0.00
LTMLatam Airlines Group S.A.NewHistory210+21$555$0+$555<0.1%0.0%0.00
FAFirst Advantage CorpUnchangedHistory282800.0%$556$482$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.