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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings changes from Q3 2024 to Q4 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
824
Est. +$29.2M
Added
1,812
Est. +$195.4M
Reduced
739
Est. −$51.4M
Sold out
112
Est. −$4.57M

Portfolio value went from $1.58B to $1.78B (+$199.6M (+12.6%)); positions from 3,038 to 3,750 (+712).

All Q4 2024 holdingsAll Q3 2024 holdings

In the shares, value and % of portfolio columns, the top figure is Q4 2024 and the gray one below is Q3 2024. For stocks that split between the two quarters, Q3 2024 shares are converted at the split ratio before comparing.

Holdings of EverSource Wealth Advisors, LLC in Q3 2024 and Q4 2024 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
Advanced Marketing Services25456U109Unchanged–1100.0%$0$0$00.0%0.0%0.00
TXMDTherapeuticsMD, Inc.UnchangedHistory1100.0%$1$2$0<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.UnchangedHistory1100.0%$1$1$0<0.1%<0.1%0.00
Tevogen Inc.G8028L107New–10+1$1$0+$1<0.1%0.0%0.00
BINIBollinger Innovations, Inc.UnchangedHistory2200.0%$2$6$0<0.1%<0.1%0.00
NNBRNN IncNewHistory10+1$3$0+$3<0.1%0.0%0.00
TLRYTilray Brands, Inc.NewHistory20+2$3$0+$3<0.1%0.0%0.00
UPWheels Up Experience Inc.NewHistory20+2$3$0+$3<0.1%0.0%0.00
PRCHPorch Group, Inc.NewHistory10+1$5$0+$5<0.1%0.0%0.00
SAGESage Therapeutics, Inc.NewHistory10+1$5$0+$5<0.1%0.0%0.00
ARAYAccuray IncNewHistory30+3$6$0+$6<0.1%0.0%0.00
TSVT2seventy bio, Inc.NewHistory20+2$6$0+$6<0.1%0.0%0.00
QTTBQ32 Bio Inc.NewHistory20+2$7$0+$7<0.1%0.0%0.00
FLWS1 800 Flowers Com IncReducedHistory1235−234−99.6%$8$1.86K−$1.87K<0.1%<0.1%0.00
MAXNQMaxeon Solar Technologies, Ltd.ReducedHistory1397−396−99.7%$8$39−$3.17K<0.1%<0.1%0.00
SMRTSmartRent, Inc.NewHistory50+5$9$0+$9<0.1%0.0%0.00
EAFGraftech International LtdNewHistory50+5$9$0+$9<0.1%0.0%0.00
SMXTSolarMax Technology, Inc.NewHistory60+6$10$0+$10<0.1%0.0%0.00
HNRGHallador Energy CoNewHistory10+1$11$0+$11<0.1%0.0%0.00
NVTSNavitas Semiconductor CorpNewHistory30+3$11$0+$11<0.1%0.0%0.00
BPTHBio-Path Holdings, Inc.UnchangedHistory101000.0%$12$9$0<0.1%<0.1%0.00
CRBPCorbus Pharmaceuticals Holdings, Inc.NewHistory10+1$12$0+$12<0.1%0.0%0.00
Diana Shipping Inc.Y2066G138New–1160+116$13$0+$13<0.1%0.0%0.00
NEWTNewtekOne, Inc.NewHistory10+1$13$0+$13<0.1%0.0%0.00
CCCCC4 Therapeutics, Inc.NewHistory40+4$14$0+$14<0.1%0.0%0.00
OOMAOoma IncNewHistory10+1$14$0+$14<0.1%0.0%0.00
INZYInozyme Pharma, Inc.NewHistory50+5$14$0+$14<0.1%0.0%0.00
PKEPark Aerospace CorpNewHistory10+1$15$0+$15<0.1%0.0%0.00
ERASErasca, Inc.NewHistory60+6$15$0+$15<0.1%0.0%0.00
HUMAHumacyte, Inc.NewHistory30+3$15$0+$15<0.1%0.0%0.00
OPFIOppFi Inc.NewHistory20+2$15$0+$15<0.1%0.0%0.00
ECEcopetrol S.A.ReducedHistory2906−904−99.8%$16$8.09K−$7.23K<0.1%<0.1%0.00
EVIEvi Industries, Inc.NewHistory10+1$16$0+$16<0.1%0.0%0.00
TRCTejon Ranch CoNewHistory10+1$16$0+$16<0.1%0.0%0.00
PRMEPrime Medicine, Inc.ReducedHistory6106−100−94.3%$18$410−$300<0.1%<0.1%0.00
RAPPRapport Therapeutics, Inc.NewHistory10+1$18$0+$18<0.1%0.0%0.00
OPOpenPayd Global Holdings LtdNewHistory160+16$19$0+$19<0.1%0.0%0.00
BBCPConcrete Pumping Holdings, Inc.NewHistory30+3$20$0+$20<0.1%0.0%0.00
OVIDOvid Therapeutics Inc.NewHistory210+21$20$0+$20<0.1%0.0%0.00
VELVelocity Financial, Inc.NewHistory10+1$20$0+$20<0.1%0.0%0.00
HUCKHuckleberry.ai, Inc.NewHistory30+3$21$0+$21<0.1%0.0%0.00
PACKRanpak Holdings Corp.NewHistory30+3$21$0+$21<0.1%0.0%0.00
RVNCRevance Therapeutics, Inc.NewHistory70+7$21$0+$21<0.1%0.0%0.00
Amplify ETF Tr032108631Reduced–107,806−7,796−99.9%$22$25.8K−$17.2K<0.1%<0.1%0.00
GRTSGritstone bio, Inc.UnchangedHistory1,7241,72400.0%$22$1.00K$0<0.1%<0.1%0.00
ISTRInvestar Holding CorpNewHistory10+1$22$0+$22<0.1%0.0%0.00
KLTRKaltura IncNewHistory100+10$22$0+$22<0.1%0.0%0.00
TEADTeads Holding Co.NewHistory30+3$22$0+$22<0.1%0.0%0.00
CLLSCellectis S.A.UnchangedHistory131300.0%$23$28$0<0.1%<0.1%0.00
GWRSGlobal Water Resources, Inc.NewHistory20+2$23$0+$23<0.1%0.0%0.00
TLSTelos CorpNewHistory70+7$24$0+$24<0.1%0.0%0.00
LXRXLexicon Pharmaceuticals, Inc.NewHistory320+32$24$0+$24<0.1%0.0%0.00
Verde Clean Fuels, Inc.15130M102New–60+6$24$0+$24<0.1%0.0%0.00
Virtus ETF Tr II92790A868New–10+1$24$0+$24<0.1%0.0%0.00
CCNECNB Financial CorpNewHistory10+1$25$0+$25<0.1%0.0%0.00
LYRALyra Therapeutics, Inc.NewHistory1190+119$25$0+$25<0.1%0.0%0.00
Starz Entertainment Corp535919401New–30+3$26$0+$26<0.1%0.0%0.00
AKBAAkebia Therapeutics, Inc.NewHistory140+14$27$0+$27<0.1%0.0%0.00
BBAIBigBear.ai Holdings, Inc.NewHistory60+6$27$0+$27<0.1%0.0%0.00
GOEVCanoo Inc.NewHistory190+19$27$0+$27<0.1%0.0%0.00
BOCBoston Omaha CorpReducedHistory241−39−95.1%$28$610−$546<0.1%<0.1%0.00
HTZWWHertz Global Holdings, IncUnchangedHistory131300.0%$28$28$0<0.1%<0.1%0.00
GLUEMonte Rosa Therapeutics, Inc.NewHistory40+4$28$0+$28<0.1%0.0%0.00
TERNTerns Pharmaceuticals, Inc.NewHistory50+5$28$0+$28<0.1%0.0%0.00
TMCITreace Medical Concepts, Inc.NewHistory40+4$30$0+$30<0.1%0.0%0.00
ATOSAtossa Therapeutics, Inc.NewHistory320+32$30$0+$30<0.1%0.0%0.00
VERUVeru Inc.NewHistory460+46$30$0+$30<0.1%0.0%0.00
XFORX4 Pharmaceuticals, IncNewHistory410+41$30$0+$30<0.1%0.0%0.00
MTNBMatinas BioPharma Holdings, Inc.UnchangedHistory606000.0%$31$212$0<0.1%<0.1%0.00
IVVDInvivyd, Inc.NewHistory710+71$31$0+$31<0.1%0.0%0.00
PEBKPeoples Bancorp of North Carolina IncNewHistory10+1$31$0+$31<0.1%0.0%0.00
INDIindie Semiconductor, Inc.NewHistory80+8$32$0+$32<0.1%0.0%0.00
CRMDCorMedix Inc.NewHistory40+4$32$0+$32<0.1%0.0%0.00
NMRANeumora Therapeutics, Inc.NewHistory30+3$32$0+$32<0.1%0.0%0.00
QVCGAOld QVC Group, Inc.UnchangedHistory10010000.0%$33$61$0<0.1%<0.1%0.00
SMTISanara MedTech Inc.NewHistory10+1$33$0+$33<0.1%0.0%0.00
STOKStoke Therapeutics, Inc.NewHistory30+3$33$0+$33<0.1%0.0%0.00
TRSTTrustco Bank Corp N YNewHistory10+1$33$0+$33<0.1%0.0%0.00
DARDarling Ingredients Inc.ReducedHistory1149−148−99.3%$34$5.54K−$5.03K<0.1%<0.1%0.00
QBTSD-Wave Quantum Inc.NewHistory40+4$34$0+$34<0.1%0.0%0.00
ARDTArdent Health, Inc.NewHistory20+2$34$0+$34<0.1%0.0%0.00
NADNuveen Quality Municipal Income FundUnchangedHistory3300.0%$35$37$0<0.1%<0.1%0.00
MYPSPLAYSTUDIOS, Inc.NewHistory190+19$35$0+$35<0.1%0.0%0.00
PLSEPulse Biosciences, Inc.NewHistory20+2$35$0+$35<0.1%0.0%0.00
TBCHTurtle Beach CorpNewHistory20+2$35$0+$35<0.1%0.0%0.00
MDWDMediWound Ltd.NewHistory20+2$36$0+$36<0.1%0.0%0.00
MBINMerchants BancorpNewHistory10+1$36$0+$36<0.1%0.0%0.00
AMPHAmphastar Pharmaceuticals, Inc.NewHistory10+1$37$0+$37<0.1%0.0%0.00
ONTOnterris, Inc.NewHistory20+2$37$0+$37<0.1%0.0%0.00
ULBIUltralife CorpNewHistory50+5$37$0+$37<0.1%0.0%0.00
iShares Inc464286285New–10+1$38$0+$38<0.1%0.0%0.00
CMCLCaledonia Mining Corp PlcNewHistory40+4$38$0+$38<0.1%0.0%0.00
NRGVEnergy Vault Holdings, Inc.NewHistory180+18$41$0+$41<0.1%0.0%0.00
AFRIForafric Global PLCNewHistory40+4$41$0+$41<0.1%0.0%0.00
FNAParagon 28, Inc.NewHistory40+4$41$0+$41<0.1%0.0%0.00
ZVRAZevra Therapeutics, Inc.NewHistory50+5$42$0+$42<0.1%0.0%0.00
ESCAEscalade IncNewHistory30+3$43$0+$43<0.1%0.0%0.00
MBWMMercantile Bank CorpNewHistory10+1$44$0+$44<0.1%0.0%0.00
CTNMContineum Therapeutics, Inc.NewHistory30+3$44$0+$44<0.1%0.0%0.00
PAYSPaysign, Inc.NewHistory150+15$45$0+$45<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.