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) |
|---|---|---|---|---|---|---|---|
| WORWorthington Enterprises, Inc. | AddedHistory | 21 | +1+100.0% | $83$50 | +$41.5 | <0.1%<0.1% | 0.00 |
| FLNCFluence Energy, Inc. | AddedHistory | 54 | +1+25.0% | $114$66 | +$22.8 | <0.1%<0.1% | 0.00 |
| RILYBRC Group Holdings, Inc. | AddedHistory | 5531 | +24+77.4% | $289$595 | +$126.11 | <0.1%<0.1% | 0.00 |
| SDGRSchrodinger, Inc. | AddedHistory | 172 | +15+750.0% | $315$45 | +$277.94 | <0.1%<0.1% | 0.00 |
| Curevac N VN2451R105 | Added– | 18117 | +164+964.7% | $532$64 | +$482.03 | <0.1%<0.1% | 0.00 |
| VECOVeeco Instruments Inc | AddedHistory | 1711 | +6+54.5% | $563$456 | +$198.71 | <0.1%<0.1% | 0.00 |
| LACLithium Americas Corp. | AddedHistory | 227200 | +27+13.5% | $613$542 | +$72.91 | <0.1%<0.1% | 0.00 |
| GMEGameStop Corp. | AddedHistory | 3018 | +12+66.7% | $688$408 | +$275.2 | <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 |
| Lithium Americas Argentina Cor Com Shs53681K100 | Added– | 23425 | +209+836.0% | $763$76 | +$681.48 | <0.1%<0.1% | 0.00 |
| LFSTLifeStance Health Group, Inc. | AddedHistory | 11368 | +45+66.2% | $791$375 | +$315 | <0.1%<0.1% | 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 |
| AMNAmn Healthcare Services Inc | AddedHistory | 2313 | +10+76.9% | $975$879 | +$423.91 | <0.1%<0.1% | 0.00 |
| GRTSGritstone bio, Inc. | AddedHistory | 1,724649 | +1,075+165.6% | $1.00K$390 | +$623.55 | <0.1%<0.1% | 0.00 |
| GTMZoomInfo Technologies Inc. | AddedHistory | 10284 | +18+21.4% | $1.05K$954 | +$185.82 | <0.1%<0.1% | 0.00 |
| CNSCohen & Steers, Inc. | AddedHistory | 116 | +5+83.3% | $1.06K$515 | +$480 | <0.1%<0.1% | 0.00 |
| CATYCathay General Bancorp | AddedHistory | 2516 | +9+56.3% | $1.07K$709 | +$386.28 | <0.1%<0.1% | 0.00 |
| EQXEquinox Gold Corp. | AddedHistory | 188143 | +45+31.5% | $1.15K$804 | +$274.07 | <0.1%<0.1% | 0.00 |
| UPSTUpstart Holdings, Inc. | AddedHistory | 2923 | +6+26.1% | $1.16K$643 | +$240 | <0.1%<0.1% | 0.00 |
| DQDaqo New Energy Corp. | AddedHistory | 5924 | +35+145.8% | $1.20K$421 | +$713.05 | <0.1%<0.1% | 0.00 |
| APIAgora, Inc. | AddedHistory | 500426 | +74+17.4% | $1.21K$1.06K | +$178.34 | <0.1%<0.1% | 0.00 |
| FIGSFIGS, Inc. | AddedHistory | 18073 | +107+146.6% | $1.23K$476 | +$731.76 | <0.1%<0.1% | 0.00 |
| RVMDRevolution Medicines, Inc. | AddedHistory | 285 | +23+460.0% | $1.27K$229 | +$1.04K | <0.1%<0.1% | 0.00 |
| VIRVir Biotechnology, Inc. | AddedHistory | 17038 | +132+347.4% | $1.27K$386 | +$988.45 | <0.1%<0.1% | 0.00 |
| OECOrion S.A. | AddedHistory | 7528 | +47+167.9% | $1.34K$689 | +$837.23 | <0.1%<0.1% | 0.00 |
| SANASana Biotechnology, Inc. | AddedHistory | 322129 | +193+149.6% | $1.34K$786 | +$803.17 | <0.1%<0.1% | 0.00 |
| SONOSonos Inc | AddedHistory | 10919 | +90+473.7% | $1.34K$257 | +$1.11K | <0.1%<0.1% | 0.00 |
| NNOXNano-X Imaging Ltd. | AddedHistory | 233201 | +32+15.9% | $1.42K$1.73K | +$194.61 | <0.1%<0.1% | 0.00 |
| OPKOpko Health, Inc. | AddedHistory | 1,0011,000 | +1+0.1% | $1.49K$1.42K | +$1.49 | <0.1%<0.1% | 0.00 |
| BEAMBeam Therapeutics Inc. | AddedHistory | 6148 | +13+27.1% | $1.50K$1.52K | +$318.61 | <0.1%<0.1% | 0.00 |
| TDOCTeladoc Health, Inc. | AddedHistory | 1668 | +158+1,975.0% | $1.52K$75 | +$1.45K | <0.1%<0.1% | 0.00 |
| CRICarters Inc | AddedHistory | 248 | +16+200.0% | $1.56K$484 | +$1.04K | <0.1%<0.1% | 0.00 |
| MLCOMelco Resorts & Entertainment LTD | AddedHistory | 210154 | +56+36.4% | $1.64K$879 | +$436.27 | <0.1%<0.1% | 0.00 |
| FIVEFive Below, Inc | AddedHistory | 195 | +14+280.0% | $1.68K$364 | +$1.24K | <0.1%<0.1% | 0.00 |
| Azul S A05501U106 | Added– | 48979 | +410+519.0% | $1.68K$333 | +$1.41K | <0.1%<0.1% | 0.00 |
| CXTCrane NXT, Co. | AddedHistory | 3020 | +10+50.0% | $1.68K$1.26K | +$561 | <0.1%<0.1% | 0.00 |
| Despegar Com CorpG27358103 | Added– | 136115 | +21+18.3% | $1.69K$1.34K | +$260.34 | <0.1%<0.1% | 0.00 |
| CNMCore & Main, Inc. | AddedHistory | 3929 | +10+34.5% | $1.73K$1.55K | +$444.1 | <0.1%<0.1% | 0.00 |
| IOTSamsara Inc. | AddedHistory | 3624 | +12+50.0% | $1.73K$919 | +$577.33 | <0.1%<0.1% | 0.00 |
| VRNSVaronis Systems Inc | AddedHistory | 3112 | +19+158.3% | $1.75K$662 | +$1.07K | <0.1%<0.1% | 0.00 |
| FRMEFirst Merchants Corp | AddedHistory | 4945 | +4+8.9% | $1.82K$1.81K | +$148.82 | <0.1%<0.1% | 0.00 |
| Dada Nexus Ltd23344D108 | Added– | 964228 | +736+322.8% | $1.83K$301 | +$1.40K | <0.1%<0.1% | 0.00 |
| ACVAACV Auctions Inc. | AddedHistory | 9228 | +64+228.6% | $1.87K$478 | +$1.30K | <0.1%<0.1% | 0.00 |
| KLXEKLX Energy Services Holdings, Inc. | AddedHistory | 34947 | +302+642.6% | $1.91K$324 | +$1.65K | <0.1%<0.1% | 0.00 |
| RLRalph Lauren Corp | AddedHistory | 107 | +3+42.9% | $1.94K$1.23K | +$581.7 | <0.1%<0.1% | 0.00 |
| PIImpinj Inc | AddedHistory | 96 | +3+50.0% | $1.95K$956 | +$649.67 | <0.1%<0.1% | 0.00 |
| INVXInnovex International, Inc. | AddedHistory | 133100 | +33+33.0% | $1.95K$1.73K | +$484.33 | <0.1%<0.1% | 0.00 |
| CRVLCorvel Corp | AddedHistory | 64 | +2+50.0% | $1.96K$1.23K | +$654 | <0.1%<0.1% | 0.00 |
| IQiQIYI, Inc. | AddedHistory | 696408 | +288+70.6% | $1.99K$1.36K | +$823.45 | <0.1%<0.1% | 0.00 |
| RHRH | AddedHistory | 64 | +2+50.0% | $2.01K$1.16K | +$669 | <0.1%<0.1% | 0.00 |
| BZUNBaozun Inc. | AddedHistory | 563545 | +18+3.3% | $2.02K$1.29K | +$64.45 | <0.1%<0.1% | 0.00 |
| Carnival Corp Ltd.14365C103 | Added– | 12231 | +91+293.5% | $2.03K$475 | +$1.52K | <0.1%<0.1% | 0.00 |
| AUPHAurinia Pharmaceuticals Inc. | AddedHistory | 282126 | +156+123.8% | $2.07K$741 | +$1.14K | <0.1%<0.1% | 0.00 |
| RGENRepligen Corp | AddedHistory | 1410 | +4+40.0% | $2.08K$1.67K | +$595.14 | <0.1%<0.1% | 0.00 |
| ARAntero Resources Corp | AddedHistory | 7339 | +34+87.2% | $2.09K$1.13K | +$973.89 | <0.1%<0.1% | 0.00 |
| VCYTVeracyte, Inc. | AddedHistory | 6235 | +27+77.1% | $2.11K$840 | +$919.31 | <0.1%<0.1% | 0.00 |
| BRSLBrightstar Lottery PLC | AddedHistory | 106100 | +6+6.0% | $2.26K$2.35K | +$127.81 | <0.1%<0.1% | 0.00 |
| SNSharkNinja, Inc. | AddedHistory | 217 | +14+200.0% | $2.28K$538 | +$1.52K | <0.1%<0.1% | 0.00 |
| ZLABZai Lab Ltd | AddedHistory | 9594 | +1+1.1% | $2.29K$1.79K | +$24.14 | <0.1%<0.1% | 0.00 |
| BWXTBWX Technologies, Inc. | AddedHistory | 2119 | +2+10.5% | $2.29K$1.90K | +$218.48 | <0.1%<0.1% | 0.00 |
| HAINHain Celestial Group Inc | AddedHistory | 268166 | +102+61.4% | $2.31K$1.28K | +$880.32 | <0.1%<0.1% | 0.00 |
| CHWYChewy, Inc. | AddedHistory | 8073 | +7+9.6% | $2.34K$1.76K | +$205.01 | <0.1%<0.1% | 0.00 |
| CSANYCosan S.A. | AddedHistory | 249181 | +68+37.6% | $2.38K$1.71K | +$650.23 | <0.1%<0.1% | 0.00 |
| CRONCronos Group Inc. | AddedHistory | 1,114550 | +564+102.5% | $2.44K$1.35K | +$1.24K | <0.1%<0.1% | 0.00 |
| MWAMueller Water Products, Inc. | AddedHistory | 11375 | +38+50.7% | $2.45K$1.55K | +$824.57 | <0.1%<0.1% | 0.00 |
| GOTUGaotu Techedu Inc. | AddedHistory | 627459 | +168+36.6% | $2.46K$2.20K | +$658.6 | <0.1%<0.1% | 0.00 |
| DINDine Brands Global, Inc. | AddedHistory | 7949 | +30+61.2% | $2.47K$1.76K | +$936.84 | <0.1%<0.1% | 0.00 |
| CCCCCC Intelligent Solutions Holdings Inc. | AddedHistory | 22449 | +175+357.1% | $2.48K$503 | +$1.93K | <0.1%<0.1% | 0.00 |
| TWSTTwist Bioscience Corp | AddedHistory | 5520 | +35+175.0% | $2.48K$1.12K | +$1.58K | <0.1%<0.1% | 0.00 |
| ZGNErmenegildo Zegna N.V. | AddedHistory | 256238 | +18+7.6% | $2.52K$2.69K | +$177.12 | <0.1%<0.1% | 0.00 |
| MGNIMagnite, Inc. | AddedHistory | 183159 | +24+15.1% | $2.53K$2.31K | +$332.33 | <0.1%<0.1% | 0.00 |
| MTLSMaterialise NV | AddedHistory | 466325 | +141+43.4% | $2.55K$2.11K | +$772.78 | <0.1%<0.1% | 0.00 |
| EBCEastern Bankshares, Inc. | AddedHistory | 157127 | +30+23.6% | $2.57K$2.11K | +$491.85 | <0.1%<0.1% | 0.00 |
| VRNTVerint Systems Inc | AddedHistory | 10279 | +23+29.1% | $2.58K$2.85K | +$582.67 | <0.1%<0.1% | 0.00 |
| IAGIamgold Corp | AddedHistory | 503399 | +104+26.1% | $2.63K$1.64K | +$543.98 | <0.1%<0.1% | 0.00 |
| HUYAHUYA Inc. | AddedHistory | 516310 | +206+66.5% | $2.63K$1.32K | +$1.05K | <0.1%<0.1% | 0.00 |
| PTCTPTC Therapeutics, Inc. | AddedHistory | 7161 | +10+16.4% | $2.63K$2.06K | +$370.99 | <0.1%<0.1% | 0.00 |
| BCPCBalchem Corp | AddedHistory | 1513 | +2+15.4% | $2.64K$2.31K | +$352 | <0.1%<0.1% | 0.00 |
| BOXBox Inc | AddedHistory | 8163 | +18+28.6% | $2.65K$1.77K | +$589.11 | <0.1%<0.1% | 0.00 |
| CHXChampionX Corp | AddedHistory | 8865 | +23+35.4% | $2.65K$2.23K | +$693.66 | <0.1%<0.1% | 0.00 |
| BHCBausch Health Companies Inc. | AddedHistory | 328248 | +80+32.3% | $2.68K$1.50K | +$652.68 | <0.1%<0.1% | 0.00 |
| PCORProcore Technologies, Inc. | AddedHistory | 4436 | +8+22.2% | $2.71K$2.56K | +$493.64 | <0.1%<0.1% | 0.00 |
| UCTTUltra Clean Holdings, Inc. | AddedHistory | 6940 | +29+72.5% | $2.75K$1.73K | +$1.16K | <0.1%<0.1% | 0.00 |
| CUBECubeSmart | AddedHistory | 5341 | +12+29.3% | $2.85K$1.95K | +$645.96 | <0.1%<0.1% | 0.00 |
| AZEKAZEK Co Inc. | AddedHistory | 6144 | +17+38.6% | $2.85K$1.98K | +$795.66 | <0.1%<0.1% | 0.00 |
| BURBurford Capital Ltd | AddedHistory | 223152 | +71+46.7% | $2.96K$2.15K | +$941.47 | <0.1%<0.1% | 0.00 |
| JMIAJumia Technologies AG | AddedHistory | 572285 | +287+100.7% | $3.05K$3.44K | +$1.53K | <0.1%<0.1% | 0.00 |
| PWSCPowerschool Holdings, Inc. | AddedHistory | 13883 | +55+66.3% | $3.15K$1.87K | +$1.25K | <0.1%<0.1% | 0.00 |
| TWTradeweb Markets Inc. | AddedHistory | 2614 | +12+85.7% | $3.22K$1.56K | +$1.48K | <0.1%<0.1% | 0.00 |
| TROXTronox Holdings plc | AddedHistory | 22594 | +131+139.4% | $3.29K$1.52K | +$1.92K | <0.1%<0.1% | 0.00 |
| FRSHFreshworks Inc. | AddedHistory | 290259 | +31+12.0% | $3.33K$3.24K | +$355.86 | <0.1%<0.1% | 0.00 |
| CERTCertara, Inc. | AddedHistory | 288242 | +46+19.0% | $3.37K$3.78K | +$538.74 | <0.1%<0.1% | 0.00 |
| SHCSotera Health Co | AddedHistory | 205181 | +24+13.3% | $3.42K$2.51K | +$400.74 | <0.1%<0.1% | 0.00 |
| APGAPi Group Corp | AddedHistory | 10476 | +28+36.8% | $3.43K$2.88K | +$924.54 | <0.1%<0.1% | 0.00 |
| PENPenumbra Inc | AddedHistory | 1816 | +2+12.5% | $3.50K$2.67K | +$388.56 | <0.1%<0.1% | 0.00 |
| REGRegency Centers Corp | AddedHistory | 4937 | +12+32.4% | $3.54K$2.49K | +$866.69 | <0.1%<0.1% | 0.00 |
| ZETAZeta Global Holdings Corp. | AddedHistory | 11958 | +61+105.2% | $3.55K$1.24K | +$1.82K | <0.1%<0.1% | 0.00 |
| HRMYHarmony Biosciences Holdings, Inc. | AddedHistory | 8939 | +50+128.2% | $3.56K$1.32K | +$2.00K | <0.1%<0.1% | 0.00 |
| OWLBlue Owl Capital Inc. | AddedHistory | 189160 | +29+18.1% | $3.66K$3.05K | +$561.43 | <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.