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) |
|---|---|---|---|---|---|---|---|
| MBIMbia Inc | UnchangedHistory | 157157 | 00.0% | $560$691 | $0 | <0.1%<0.1% | 0.00 |
| KLRSKalaris Therapeutics, Inc. | UnchangedHistory | 695695 | 00.0% | $562$515 | $0 | <0.1%<0.1% | 0.00 |
| VECOVeeco Instruments Inc | AddedHistory | 1711 | +6+54.5% | $563$456 | +$198.71 | <0.1%<0.1% | 0.00 |
| BHMBluerock Homes Trust, Inc. | UnchangedHistory | 3838 | 00.0% | $568$709 | $0 | <0.1%<0.1% | 0.00 |
| KYMRKymera Therapeutics, Inc. | NewHistory | 120 | +12 | $568$0 | +$568 | <0.1%0.0% | 0.00 |
| FRHCFreedom Holding Corp. | UnchangedHistory | 66 | 00.0% | $569$505 | $0 | <0.1%<0.1% | 0.00 |
| MITTTPG Mortgage Investment Trust, Inc. | UnchangedHistory | 7676 | 00.0% | $571$587 | $0 | <0.1%<0.1% | 0.00 |
| BCABBioAtla, Inc. | UnchangedHistory | 329329 | 00.0% | $579$595 | $0 | <0.1%<0.1% | 0.00 |
| CORZCore Scientific, Inc. | UnchangedHistory | 4949 | 00.0% | $581$478 | $0 | <0.1%<0.1% | 0.00 |
| PRIMPrimoris Services Corp | NewHistory | 100 | +10 | $581$0 | +$581 | <0.1%0.0% | 0.00 |
| ALGMAllegro Microsystems, Inc. | ReducedHistory | 2582 | −57−69.5% | $583$1.97K | −$1.33K | <0.1%<0.1% | 0.00 |
| BFSSaul Centers, Inc. | UnchangedHistory | 1414 | 00.0% | $587$554 | $0 | <0.1%<0.1% | 0.00 |
| WTBAWest Bancorporation Inc | UnchangedHistory | 3131 | 00.0% | $589$643 | $0 | <0.1%<0.1% | 0.00 |
| LGIHLGI Homes, Inc. | UnchangedHistory | 55 | 00.0% | $593$575 | $0 | <0.1%<0.1% | 0.00 |
| NVCRNovoCure Ltd | UnchangedHistory | 3838 | 00.0% | $594$865 | $0 | <0.1%<0.1% | 0.00 |
| TCBKTrico Bancshares | UnchangedHistory | 1414 | 00.0% | $597$651 | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr464288257 | Unchanged– | 55 | 00.0% | $598$571 | $0 | <0.1%<0.1% | 0.00 |
| BWINBaldwin Insurance Group, Inc. | UnchangedHistory | 1212 | 00.0% | $598$525 | $0 | <0.1%<0.1% | 0.00 |
| MESOMesoblast Ltd | NewHistory | 740 | +74 | $605$0 | +$605 | <0.1%0.0% | 0.00 |
| BLBlackline, Inc. | UnchangedHistory | 1111 | 00.0% | $607$523 | $0 | <0.1%<0.1% | 0.00 |
| UUUUEnergy Fuels Inc | NewHistory | 1110 | +111 | $609$0 | +$609 | <0.1%0.0% | 0.00 |
| BOCBoston Omaha Corp | ReducedHistory | 4163 | −22−34.9% | $610$926 | −$327.32 | <0.1%<0.1% | 0.00 |
| OGIOrganigram Global Inc. | UnchangedHistory | 337337 | 00.0% | $610$566 | $0 | <0.1%<0.1% | 0.00 |
| LACLithium Americas Corp. | AddedHistory | 227200 | +27+13.5% | $613$542 | +$72.91 | <0.1%<0.1% | 0.00 |
| BBDBank Bradesco | UnchangedHistory | 231231 | 00.0% | $614$513 | $0 | <0.1%<0.1% | 0.00 |
| MEHCQChrome Holding Co. | NewHistory | 1,7730 | +1,773 | $616$0 | +$616 | <0.1%0.0% | 0.00 |
| COHUCohu Inc | NewHistory | 240 | +24 | $617$0 | +$617 | <0.1%0.0% | 0.00 |
| FNBFNB Corp | ReducedHistory | 44463 | −419−90.5% | $621$7.10K | −$5.91K | <0.1%<0.1% | 0.00 |
| ALABAstera Labs, Inc. | NewHistory | 120 | +12 | $629$0 | +$629 | <0.1%0.0% | 0.00 |
| MCRBSeres Therapeutics, Inc. | UnchangedHistory | 666666 | 00.0% | $630$892 | $0 | <0.1%<0.1% | 0.00 |
| ULCCFrontier Group Holdings, Inc. | ReducedHistory | 118254 | −136−53.5% | $631$1.00K | −$727.25 | <0.1%<0.1% | 0.00 |
| KLICKulicke & Soffa Industries Inc | UnchangedHistory | 1414 | 00.0% | $632$661 | $0 | <0.1%<0.1% | 0.00 |
| HTOH2O America | UnchangedHistory | 1111 | 00.0% | $639$667 | $0 | <0.1%<0.1% | 0.00 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | Reduced– | 2526 | −1−3.8% | $645$703 | −$25.8 | <0.1%<0.1% | 0.00 |
| PDSBPDS Biotechnology Corp | UnchangedHistory | 169169 | 00.0% | $646$602 | $0 | <0.1%<0.1% | 0.00 |
| HNIHni Corp | NewHistory | 120 | +12 | $646$0 | +$646 | <0.1%0.0% | 0.00 |
| OPTUOptimum Communications, Inc. | UnchangedHistory | 263263 | 00.0% | $647$550 | $0 | <0.1%<0.1% | 0.00 |
| RRRRed Rock Resorts, Inc. | UnchangedHistory | 1212 | 00.0% | $653$684 | $0 | <0.1%<0.1% | 0.00 |
| AGYSAgilysys Inc | UnchangedHistory | 66 | 00.0% | $654$673 | $0 | <0.1%<0.1% | 0.00 |
| RMRegional Management Corp. | UnchangedHistory | 2020 | 00.0% | $654$654 | $0 | <0.1%<0.1% | 0.00 |
| FBKFB Financial Corp | UnchangedHistory | 1414 | 00.0% | $657$654 | $0 | <0.1%<0.1% | 0.00 |
| NAKNorthern Dynasty Minerals Ltd | NewHistory | 2,0000 | +2,000 | $663$0 | +$663 | <0.1%0.0% | 0.00 |
| FBNCFirst Bancorp | UnchangedHistory | 1616 | 00.0% | $665$669 | $0 | <0.1%<0.1% | 0.00 |
| AXIAYAXIA Energia S.A. | NewHistory | 920 | +92 | $665$0 | +$665 | <0.1%0.0% | 0.00 |
| PWODPenns Woods Bancorp Inc | ReducedHistory | 28101 | −73−72.3% | $666$2.41K | −$1.74K | <0.1%<0.1% | 0.00 |
| EFSCEnterprise Financial Services Corp | UnchangedHistory | 1313 | 00.0% | $666$687 | $0 | <0.1%<0.1% | 0.00 |
| UTLUnitil Corp | UnchangedHistory | 1111 | 00.0% | $666$674 | $0 | <0.1%<0.1% | 0.00 |
| ANVSAnnovis Bio, Inc. | UnchangedHistory | 8383 | 00.0% | $669$773 | $0 | <0.1%<0.1% | 0.00 |
| TBRGTruBridge, Inc. | UnchangedHistory | 5656 | 00.0% | $670$628 | $0 | <0.1%<0.1% | 0.00 |
| LCIDLucid Group, Inc. | ReducedHistory | 190300 | −110−36.7% | $671$1.06K | −$388.47 | <0.1%<0.1% | 0.00 |
| CLNEClean Energy Fuels Corp. | UnchangedHistory | 216216 | 00.0% | $672$616 | $0 | <0.1%<0.1% | 0.00 |
| MHOM/I Homes, Inc. | UnchangedHistory | 44 | 00.0% | $685$667 | $0 | <0.1%<0.1% | 0.00 |
| MHDBlackRock Muniholdings Fund, Inc. | UnchangedHistory | 5454 | 00.0% | $687$654 | $0 | <0.1%<0.1% | 0.00 |
| GMEGameStop Corp. | AddedHistory | 3018 | +12+66.7% | $688$408 | +$275.2 | <0.1%<0.1% | 0.00 |
| RNGRingCentral, Inc. | ReducedHistory | 2277 | −55−71.4% | $696$2.70K | −$1.74K | <0.1%<0.1% | 0.00 |
| CYRXCryoport, Inc. | AddedHistory | 8648 | +38+79.2% | $697$443 | +$307.98 | <0.1%<0.1% | 0.00 |
| VTLEVital Energy, Inc. | AddedHistory | 2612 | +14+116.7% | $699$523 | +$376.38 | <0.1%<0.1% | 0.00 |
| FIZZNational Beverage Corp | UnchangedHistory | 1515 | 00.0% | $704$732 | $0 | <0.1%<0.1% | 0.00 |
| MCBSMetroCity Bankshares, Inc. | UnchangedHistory | 2323 | 00.0% | $704$727 | $0 | <0.1%<0.1% | 0.00 |
| UEUrban Edge Properties | UnchangedHistory | 3333 | 00.0% | $706$670 | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr464289867 | Reduced– | 1230 | −18−60.0% | $711$1.71K | −$1.07K | <0.1%<0.1% | 0.00 |
| FUBOFuboTV Inc. | UnchangedHistory | 501501 | 00.0% | $712$732 | $0 | <0.1%<0.1% | 0.00 |
| NAVINavient Corp | UnchangedHistory | 4646 | 00.0% | $717$755 | $0 | <0.1%<0.1% | 0.00 |
| EEExcelerate Energy, Inc. | UnchangedHistory | 3333 | 00.0% | $726$664 | $0 | <0.1%<0.1% | 0.00 |
| SEISolaris Energy Infrastructure, Inc. | UnchangedHistory | 5757 | 00.0% | $727$750 | $0 | <0.1%<0.1% | 0.00 |
| TRMKTrustmark Corp | UnchangedHistory | 2323 | 00.0% | $732$799 | $0 | <0.1%<0.1% | 0.00 |
| BWBBridgewater Bancshares Inc | UnchangedHistory | 5252 | 00.0% | $737$718 | $0 | <0.1%<0.1% | 0.00 |
| PDSPrecision Drilling Corp | ReducedHistory | 12100 | −88−88.0% | $740$7.68K | −$5.43K | <0.1%<0.1% | 0.00 |
| SUMSummit Materials, Inc. | UnchangedHistory | 1919 | 00.0% | $742$794 | $0 | <0.1%<0.1% | 0.00 |
| HELEHelen of Troy Ltd | ReducedHistory | 1258 | −46−79.3% | $743$3.43K | −$2.85K | <0.1%<0.1% | 0.00 |
| DAOYoudao, Inc. | UnchangedHistory | 179179 | 00.0% | $743$555 | $0 | <0.1%<0.1% | 0.00 |
| FIVNFive9, Inc. | ReducedHistory | 2633 | −7−21.2% | $747$1.47K | −$201.12 | <0.1%<0.1% | 0.00 |
| BCRXBiocryst Pharmaceuticals Inc | UnchangedHistory | 100100 | 00.0% | $760$728 | $0 | <0.1%<0.1% | 0.00 |
| Lithium Americas Argentina Cor Com Shs53681K100 | Added– | 23425 | +209+836.0% | $763$76 | +$681.48 | <0.1%<0.1% | 0.00 |
| NECBNorthEast Community Bancorp, Inc. | UnchangedHistory | 2929 | 00.0% | $767$661 | $0 | <0.1%<0.1% | 0.00 |
| LTRXLantronix Inc | UnchangedHistory | 190190 | 00.0% | $783$779 | $0 | <0.1%<0.1% | 0.00 |
| LFSTLifeStance Health Group, Inc. | AddedHistory | 11368 | +45+66.2% | $791$375 | +$315 | <0.1%<0.1% | 0.00 |
| FRSTPrimis Financial Corp. | UnchangedHistory | 6565 | 00.0% | $792$858 | $0 | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78468R408 | Reduced– | 3133 | −2−6.1% | $793$837 | −$51.16 | <0.1%<0.1% | 0.00 |
| CBIOCrescent Biopharma, Inc. | UnchangedHistory | 4,7554,755 | 00.0% | $804$1.03K | $0 | <0.1%<0.1% | 0.00 |
| CLPRClipper Realty Inc. | UnchangedHistory | 141141 | 00.0% | $804$556 | $0 | <0.1%<0.1% | 0.00 |
| VTMXVesta Real Estate Corporation, S.A.B. de C.V. | ReducedHistory | 30131 | −101−77.1% | $808$3.85K | −$2.72K | <0.1%<0.1% | 0.00 |
| APLSApellis Pharmaceuticals, Inc. | ReducedHistory | 2834 | −6−17.6% | $808$1.35K | −$173.14 | <0.1%<0.1% | 0.00 |
| ACHCAcadia Healthcare Company, Inc. | ReducedHistory | 13113 | −100−88.5% | $824$7.33K | −$6.34K | <0.1%<0.1% | 0.00 |
| SWTXSpringWorks Therapeutics, Inc. | UnchangedHistory | 2626 | 00.0% | $833$934 | $0 | <0.1%<0.1% | 0.00 |
| ASMBAssembly Biosciences, Inc. | UnchangedHistory | 5555 | 00.0% | $833$803 | $0 | <0.1%<0.1% | 0.00 |
| iShares S&P Small-Cap 600 Growth ETF464287887 | Unchanged– | 66 | 00.0% | $837$849 | $0 | <0.1%<0.1% | 0.00 |
| SASeabridge Gold Inc | UnchangedHistory | 5050 | 00.0% | $840$830 | $0 | <0.1%<0.1% | 0.00 |
| AURAurora Innovation, Inc. | NewHistory | 1420 | +142 | $841$0 | +$841 | <0.1%0.0% | 0.00 |
| AMWLAmerican Well Corp | AddedConverted for a 1-for-20 splitHistory | 892 | +87+3,769.6% | $844$368 | +$822.19 | <0.1%<0.1% | 0.00 |
| JRVRJames River Group Holdings, Inc. | UnchangedHistory | 135135 | 00.0% | $846$1.17K | $0 | <0.1%<0.1% | 0.00 |
| HCIHCI Group, Inc. | UnchangedHistory | 88 | 00.0% | $856$754 | $0 | <0.1%<0.1% | 0.00 |
| IMRXImmuneering Corp | UnchangedHistory | 345345 | 00.0% | $859$390 | $0 | <0.1%<0.1% | 0.00 |
| TPICQTpi Composites, Inc | UnchangedHistory | 189189 | 00.0% | $860$805 | $0 | <0.1%<0.1% | 0.00 |
| J P Morgan Exchange Traded F46641Q225 | Unchanged– | 1212 | 00.0% | $867$817 | $0 | <0.1%<0.1% | 0.00 |
| VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V. | ReducedHistory | 1405,039 | −4,899−97.2% | $886$30.8K | −$31.0K | <0.1%<0.1% | 0.00 |
| SOUNSoundhound AI, Inc. | ReducedHistory | 191922 | −731−79.3% | $890$4.69K | −$3.41K | <0.1%<0.1% | 0.00 |
| YOUClear Secure, Inc. | NewHistory | 270 | +27 | $894$0 | +$894 | <0.1%0.0% | 0.00 |
| Nushares ETF Tr67092P607 | Reduced– | 2186 | −65−75.6% | $900$3.68K | −$2.79K | <0.1%<0.1% | 0.00 |
| GPRKGeoPark Ltd | ReducedHistory | 1153,375 | −3,260−96.6% | $905$33.0K | −$25.7K | <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.