EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 3,750
- +712 vs. Q3 2024
- Portfolio value
- $1.78B
- +$199.6M (+12.6%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| QTWOQ2 Holdings, Inc. | COM | 39 | $3.93K | <0.1% | +39 | New | History |
| INGNInogen Inc | COM | 432 | $3.96K | <0.1% | +134+45.0% | Added | History |
| iShares Tr46435G250 | HIGH YLD SYSTM B | 85 | $4.00K | <0.1% | +85 | New | – |
| CRKComstock Resources Inc | COM | 220 | $4.01K | <0.1% | +70+46.7% | Added | History |
| WASHWashington Trust Bancorp Inc | COM | 128 | $4.01K | <0.1% | +88+220.0% | Added | History |
| ARRArmour Residential REIT, Inc. | COM SHS | 213 | $4.02K | <0.1% | +186+688.9% | Added | History |
| BWXTBWX Technologies, Inc. | COM | 36 | $4.02K | <0.1% | +15+71.4% | Added | History |
| STKLSunOpta Inc. | COM | 523 | $4.03K | <0.1% | +2+0.4% | Added | History |
| HOGHarley-Davidson, Inc. | COM | 134 | $4.04K | <0.1% | +11+8.9% | Added | History |
| MHKMohawk Industries Inc | COM | 34 | $4.05K | <0.1% | +16+88.9% | Added | History |
| BFSTBusiness First Bancshares, Inc. | COM | 158 | $4.06K | <0.1% | +12+8.2% | Added | History |
| Innov Prem Inc 20 Barr-July45783Y582 | ETP | 163 | $4.06K | <0.1% | +163 | New | – |
| NUSNu Skin Enterprises, Inc. | CL A | 592 | $4.08K | <0.1% | +563+1,941.4% | Added | History |
| TFSLTFS Financial CORP | COM | 326 | $4.09K | <0.1% | +78+31.5% | Added | History |
| BGSB&G Foods, Inc. | COM | 595 | $4.10K | <0.1% | +434+269.6% | Added | History |
| ATROAstronics Corp | COM | 257 | $4.10K | <0.1% | +7+2.8% | Added | History |
| NTCTNetscout Systems Inc | COM | 190 | $4.12K | <0.1% | +190 | New | History |
| CXWCoreCivic, Inc. | COM | 190 | $4.13K | <0.1% | +5+2.7% | Added | History |
| Copel-ADR20441B605 | ADR | 698 | $4.14K | <0.1% | −1,280−64.7% | Reduced | – |
| TPBTurning Point Brands, Inc. | COM | 69 | $4.15K | <0.1% | +69 | New | History |
| SXCSunCoke Energy, Inc. | COM | 388 | $4.15K | <0.1% | +17+4.6% | Added | History |
| CNXNPC Connection Inc | COM | 60 | $4.16K | <0.1% | −23−27.7% | Reduced | History |
| AMCXAMC Global Media Inc. | CL A | 420 | $4.16K | <0.1% | +297+241.5% | Added | History |
| PCVXVaxcyte, Inc. | COM | 51 | $4.17K | <0.1% | +26+104.0% | Added | History |
| HTOH2O America | COM | 85 | $4.18K | <0.1% | +74+672.7% | Added | History |
| ETHAiShares Ethereum Trust ETF | SHS | 166 | $4.20K | <0.1% | +166 | New | History |
| BHCBausch Health Companies Inc. | Stock | 525 | $4.23K | <0.1% | +197+60.1% | Added | History |
| WWWWolverine World Wide Inc | COM | 192 | $4.26K | <0.1% | +31+19.3% | Added | History |
| iShares Tr46435G342 | MORTGE REL ETF | 200 | $4.27K | <0.1% | 00.0% | Unchanged | – |
| WSRWhitestone REIT | COM | 302 | $4.28K | <0.1% | 00.0% | Unchanged | History |
| VanEck ETF Trust92189H300 | JP MRGAN EM LOC | 186 | $4.30K | <0.1% | +54+40.9% | Added | – |
| Innovator U.S. Equity Buffer ETF - October45782C771 | ETF | 100 | $4.32K | <0.1% | 00.0% | Unchanged | – |
| BOXBox Inc | CL A | 137 | $4.33K | <0.1% | +56+69.1% | Added | History |
| ATKRAtkore Inc. | COM | 52 | $4.34K | <0.1% | −56−51.9% | Reduced | History |
| OCFCOceanfirst Financial Corp | COM | 240 | $4.34K | <0.1% | +131+120.2% | Added | History |
| GRBKGreen Brick Partners, Inc. | COM | 77 | $4.35K | <0.1% | +1+1.3% | Added | History |
| CCSIConsensus Cloud Solutions, Inc. | COM | 183 | $4.37K | <0.1% | +183 | New | History |
| EHABEnhabit, Inc. | COM | 559 | $4.37K | <0.1% | +59+11.8% | Added | History |
| FENCFennec Pharmaceuticals Inc. | COM | 692 | $4.37K | <0.1% | +692 | New | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 22 | $4.40K | <0.1% | +4+22.2% | Added | History |
| ENVAEnova International, Inc. | COM | 46 | $4.41K | <0.1% | −9−16.4% | Reduced | History |
| CDPCopt Defense Properties | REIT | 143 | $4.43K | <0.1% | +100+232.6% | Added | History |
| FULTFulton Financial Corp | COM | 230 | $4.43K | <0.1% | +5+2.2% | Added | History |
| SVCService Properties Trust | COM SH BEN INT | 1,746 | $4.43K | <0.1% | +1,489+579.4% | Added | History |
| NMRKNewmark Group, Inc. | CL A | 347 | $4.45K | <0.1% | +95+37.7% | Added | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 87 | $4.45K | <0.1% | +10+13.0% | Added | History |
| UNFUnifirst Corp | COM | 26 | $4.45K | <0.1% | +13+100.0% | Added | History |
| PLTKPlaytika Holding Corp. | COM | 642 | $4.46K | <0.1% | +222+52.9% | Added | History |
| PRKPark National Corp | COM | 26 | $4.46K | <0.1% | +26 | New | History |
| RGENRepligen Corp | COM | 31 | $4.46K | <0.1% | +17+121.4% | Added | History |
| SBHSally Beauty Holdings, Inc. | COM | 428 | $4.47K | <0.1% | −259−37.7% | Reduced | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 51 | $4.48K | <0.1% | +51 | New | – |
| TTITetra Technologies Inc | COM | 1,252 | $4.48K | <0.1% | 00.0% | Unchanged | History |
| RPCRidgepost Capital, Inc. | CL A COM | 356 | $4.49K | <0.1% | −75−17.4% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 164 | $4.50K | <0.1% | +97+144.8% | Added | History |
| ONLOrion Properties Inc. | REIT | 1,217 | $4.51K | <0.1% | 00.0% | Unchanged | History |
| ASTSAST SpaceMobile, Inc. | COM CL A | 215 | $4.54K | <0.1% | +28+15.0% | Added | History |
| HRMYHarmony Biosciences Holdings, Inc. | COM | 132 | $4.54K | <0.1% | +43+48.3% | Added | History |
| DMCDel Monte Corp | ORD | 137 | $4.55K | <0.1% | 00.0% | Unchanged | History |
| JBTMJBT Marel Corp | COM | 36 | $4.58K | <0.1% | +3+9.1% | Added | History |
| SOUNSoundhound AI, Inc. | CLASS A COM | 231 | $4.58K | <0.1% | +40+20.9% | Added | History |
| VanEck ETF Trust92189H730 | MORNINGSTAR SMID | 133 | $4.58K | <0.1% | 00.0% | Unchanged | – |
| CIVBCivista Bancshares, Inc. | COM NO PAR | 218 | $4.59K | <0.1% | 00.0% | Unchanged | History |
| iShares Inc464286749 | MSCI SWITZERLAND | 100 | $4.60K | <0.1% | 00.0% | Unchanged | – |
| GNTXGentex Corp | COM | 160 | $4.60K | <0.1% | −1,127−87.6% | Reduced | History |
| iShares Tr464288372 | GLB INFRASTR ETF | 88 | $4.60K | <0.1% | 00.0% | Unchanged | – |
| BROSDutch Bros Inc. | CL A | 88 | $4.61K | <0.1% | +15+20.5% | Added | History |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 158 | $4.61K | <0.1% | −331−67.7% | Reduced | – |
| NFBKNorthfield Bancorp, Inc. | COM | 397 | $4.61K | <0.1% | +281+242.2% | Added | History |
| CURBCurbline Properties Corp. | COM | 199 | $4.62K | <0.1% | +199 | New | History |
| MTCHMatch Group, Inc. | COM | 142 | $4.64K | <0.1% | −24−14.5% | Reduced | History |
| CARSCars.com Inc. | COM | 268 | $4.64K | <0.1% | +34+14.5% | Added | History |
| VLYValley National Bancorp | COM | 515 | $4.67K | <0.1% | −231−31.0% | Reduced | History |
| VCYTVeracyte, Inc. | COM | 118 | $4.67K | <0.1% | +56+90.3% | Added | History |
| ALRMAlarm.com Holdings, Inc. | COM | 77 | $4.68K | <0.1% | +53+220.8% | Added | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 204 | $4.68K | <0.1% | 00.0% | Unchanged | – |
| CABOCable One, Inc. | COM | 13 | $4.71K | <0.1% | −8−38.1% | Reduced | History |
| STRLSterling Infrastructure, Inc. | COM | 28 | $4.72K | <0.1% | +28 | New | History |
| VPGVishay Precision Group, Inc. | COM | 201 | $4.72K | <0.1% | +201 | New | History |
| TRTootsie Roll Industries Inc | COM | 146 | $4.72K | <0.1% | +48+49.0% | Added | History |
| SLGNSilgan Holdings Inc | COM | 91 | $4.72K | <0.1% | +63+225.0% | Added | History |
| WABCWestamerica Bancorporation | COM | 90 | $4.72K | <0.1% | +3+3.4% | Added | History |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 84 | $4.75K | <0.1% | 00.0% | Unchanged | – |
| DDSDillard's, Inc. | CL A | 11 | $4.75K | <0.1% | +3+37.5% | Added | History |
| AZZAzz Inc | COM | 58 | $4.75K | <0.1% | +13+28.9% | Added | History |
| SHCSotera Health Co | COM | 351 | $4.80K | <0.1% | +146+71.2% | Added | History |
| FOXFFox Factory Holding Corp | COM | 161 | $4.87K | <0.1% | +148+1,138.5% | Added | History |
| PTCTPTC Therapeutics, Inc. | COM | 108 | $4.87K | <0.1% | +37+52.1% | Added | History |
| CORTCorcept Therapeutics Inc | COM | 97 | $4.89K | <0.1% | +52+115.6% | Added | History |
| MYGNMyriad Genetics Inc | COM | 357 | $4.89K | <0.1% | −124−25.8% | Reduced | History |
| TPGTPG Inc. | COM CL A | 78 | $4.90K | <0.1% | +73+1,460.0% | Added | History |
| PANLPangaea Logistics Solutions Ltd. | SHS | 915 | $4.90K | <0.1% | +915 | New | History |
| BRF SA10552T107 | SPONSORED ADR | 1,208 | $4.92K | <0.1% | 00.0% | Unchanged | – |
| BJRIBJs RESTAURANTS INC | COM | 140 | $4.92K | <0.1% | −198−58.6% | Reduced | History |
| CUBECubeSmart | REIT | 115 | $4.93K | <0.1% | +62+117.0% | Added | History |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 160 | $4.95K | <0.1% | 00.0% | Unchanged | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 53 | $4.95K | <0.1% | 00.0% | Unchanged | – |
| Two Harbors Investment Corp.90187B804 | COM | 419 | $4.96K | <0.1% | +79+23.2% | Added | – |
| EFCEllington Financial Inc. | COM | 409 | $4.96K | <0.1% | +240+142.0% | Added | History |
| GRALGRAIL, Inc. | COM | 278 | $4.96K | <0.1% | +209+302.9% | Added | History |
Sold out since Q3 2024 (112)
Positions held at the end of Q3 2024 that are gone from this filing.
The largest 100 of 112 by value last quarter.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares Tr464287275 | GBL COMM SVC ETF | 29,130 | $2.74M | 0.2% | – |
| iShares Inc46434G772 | MSCI TAIWAN ETF | 7,626 | $410.8K | <0.1% | – |
| DBLDoubleLine Opportunistic Credit Fund | COM | 9,408 | $148.8K | <0.1% | History |
| SWNSouthwestern Energy Co | COM | 11,792 | $83.8K | <0.1% | History |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 2,500 | $82.9K | <0.1% | History |
| MROMarathon Oil Corp | COM | 2,915 | $77.6K | <0.1% | History |
| ORANYOrange | SPONSORED ADR | 6,595 | $75.7K | <0.1% | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 3,809 | $68.7K | <0.1% | – |
| DSLDoubleLine Income Solutions Fund | COM | 4,000 | $51.9K | <0.1% | History |
| ETF Ser Solutions26922A222 | APTUS COLLRD INV | 1,210 | $48.1K | <0.1% | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 974 | $46.7K | <0.1% | – |
| PGZPrincipal Real Estate Income Fund | SHS BEN INT | 4,149 | $46.4K | <0.1% | History |
| iShares Tr464288851 | US OIL GS EX ETF | 450 | $41.2K | <0.1% | – |
| SRTAStrata Critical Medical, Inc. | CL A COM | 12,000 | $35.3K | <0.1% | History |
| AGRAvangrid, Inc. | COM | 910 | $32.6K | <0.1% | History |
| Schwab International Small-Cap Equity ETF808524888 | ETF | 729 | $28.1K | <0.1% | – |
| PRMWPrimo Water Corp | COM | 1,022 | $25.8K | <0.1% | History |
| WisdomTree Tr97717W315 | EMER MKT HIGH FD | 550 | $24.2K | <0.1% | – |
| SRCLStericycle Inc | COM | 329 | $20.1K | <0.1% | History |
| VGRVector Group Ltd | COM | 1,345 | $20.1K | <0.1% | History |
| Innovator ETFs Trust45782C409 | US EQTY BUFR JAN | 400 | $18.6K | <0.1% | – |
| CNRCore Natural Resources, Inc. | COM | 171 | $17.9K | <0.1% | History |
| Innovator ETFs Trust45782C888 | US EQT BUFR APR | 400 | $17.3K | <0.1% | – |
| Innovator ETFs Trust45782C326 | US EQTY BUFR MAY | 400 | $15.8K | <0.1% | – |
| Goldman Sachs ETF Tr381430479 | ACCESS INVT GR | 333 | $15.8K | <0.1% | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 293 | $15.7K | <0.1% | – |
| SBRSabine Royalty Trust | UNIT BEN INT | 255 | $15.7K | <0.1% | History |
| ETF Ser Solutions26922A388 | APTUS DEFINED | 541 | $15.3K | <0.1% | – |
| Proshares Ultrapro Short Qqq - US ETP74347G432 | Exchange-Traded Fund | 2,044 | $15.1K | <0.1% | – |
| ENVEnvestnet, Inc. | COM | 240 | $15.0K | <0.1% | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 648 | $14.2K | <0.1% | – |
| SQSPSquarespace, Inc. | CLASS A | 306 | $14.2K | <0.1% | History |
| Greenbrier Cos Inc393657AM3 | NOTE 2.875% 4/1 | 12,000 | $13.2K | <0.1% | – |
| Akamai Technologies Inc00971TAL5 | NOTE 0.375% 9/0 | 12,000 | $12.4K | <0.1% | – |
| Lci Inds501812AB7 | NOTE 1.125% 5/1 | 12,000 | $12.1K | <0.1% | – |
| ETF Ser Solutions26922A446 | OPUS SML CP VL | 301 | $11.3K | <0.1% | – |
| ASTHAstrana Health, Inc. | COM NEW | 188 | $10.9K | <0.1% | History |
| Innovator ETFs Trust45782C870 | US EQT PWR BUF | 300 | $10.8K | <0.1% | – |
| Ford MTR Co Del345370CZ1 | NOTE 3/1 | 11,000 | $10.8K | <0.1% | – |
| INSTInstructure Holdings, Inc. | COM | 451 | $10.6K | <0.1% | History |
| SHOSunstone Hotel Investors, Inc. | COM | 858 | $8.86K | <0.1% | History |
| iShares Tr46435G219 | INVT GRAD SY ETF | 177 | $8.22K | <0.1% | – |
| PLPlanet Labs PBC | COM CL A | 3,500 | $7.80K | <0.1% | History |
| TWITitan International Inc | COM | 902 | $7.33K | <0.1% | History |
| PRFTPerficient Inc | COM | 93 | $7.02K | <0.1% | History |
| Affimed N VN01045207 | ORDINARY SHS NEW | 2,000 | $6.72K | <0.1% | – |
| Biomarin Pharmaceutical Inc09061GAK7 | NOTE 1.250% 5/1 | 7,000 | $6.65K | <0.1% | – |
| RMRRMR Group Inc. | CL A | 259 | $6.57K | <0.1% | History |
| PKSTPeakstone Realty Trust | Common Stock | 476 | $6.49K | <0.1% | History |
| THRMGentherm Inc | COM | 135 | $6.28K | <0.1% | History |
| CTLTCatalent, Inc. | COM | 100 | $6.06K | <0.1% | History |
| Victory Portfolios II92647N535 | SHORT TRM BD ETF | 117 | $5.93K | <0.1% | – |
| Innovator ETFs Trust45782C383 | US EQTY PWR BUF | 150 | $5.89K | <0.1% | – |
| John Bean Technologies Corp477839AB0 | NOTE 0.250% 5/1 | 6,000 | $5.62K | <0.1% | – |
| IMCRImmunocore Holdings plc | ADS | 167 | $5.20K | <0.1% | History |
| VSTOVista Outdoor Inc. | COM | 124 | $4.86K | <0.1% | History |
| Olink Hldg AB680710100 | SPONSORED ADS | 173 | $4.51K | <0.1% | – |
| AXNXAxonics, Inc. | COM | 63 | $4.38K | <0.1% | History |
| LANDGladstone Land Corp | COM | 296 | $4.11K | <0.1% | History |
| Series Portfolios Tr81752T510 | UNUSUAL WHLS DEM | 104 | $3.89K | <0.1% | – |
| Series Portfolios Tr81752T494 | UNUSUAL WHALES | 117 | $3.67K | <0.1% | – |
| Invesco Rafi Developed Markets Ex-U.S. Small-Mid ETF46138E735 | ETF | 96 | $3.37K | <0.1% | – |
| PWSCPowerschool Holdings, Inc. | COM CL A | 138 | $3.15K | <0.1% | History |
| TWKSThoughtworks Holding, Inc. | COM | 706 | $3.12K | <0.1% | History |
| ARCOArcos Dorados Holdings Inc. | SHS CLASS -A - | 341 | $2.97K | <0.1% | History |
| Doubleline ETF Trust25861R303 | COMMERCIAL REAL | 55 | $2.86K | <0.1% | – |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 212 | $2.80K | <0.1% | History |
| MYEMyers Industries Inc | COM | 183 | $2.53K | <0.1% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 627 | $2.46K | <0.1% | History |
| Investment Managers Ser Tr I46144X628 | AXS SHORT INNOV | 85 | $2.21K | <0.1% | – |
| FORRForrester Research, Inc. | COM | 100 | $1.80K | <0.1% | History |
| Exscientia PLC30223G102 | ADS | 342 | $1.67K | <0.1% | – |
| MGPIMGP Ingredients Inc | COM | 19 | $1.58K | <0.1% | History |
| NNOXNano-X Imaging Ltd. | ORD SHS | 233 | $1.42K | <0.1% | History |
| NOAHNoah Holdings Ltd | SPON ADS | 112 | $1.38K | <0.1% | History |
| Innovator ETFs Tr45782C235 | INVATR 20 PLS 9 | 57 | $1.20K | <0.1% | – |
| HAYNHaynes International Inc | COM NEW | 20 | $1.19K | <0.1% | History |
| EVAEnviva, LLC | COM | 2,851 | $1.15K | <0.1% | History |
| ODPODP Corp | COM | 38 | $1.13K | <0.1% | History |
| Jacob FDS Inc469785703 | FORWARD ETF | 100 | $1.08K | <0.1% | – |
| CHUYChuy's Holdings, Inc. | COM | 26 | $972 | <0.1% | History |
| Abrdn ETFs003261104 | BBRG ALL COMD K1 | 46 | $940 | <0.1% | – |
| LKFTLakefront Biotherapeutics NV | SPON ADR | 32 | $921 | <0.1% | History |
| PDSPrecision Drilling Corp | COM NEW | 12 | $740 | <0.1% | History |
| NAKNorthern Dynasty Minerals Ltd | COM NEW | 2,000 | $663 | <0.1% | History |
| KLRSKalaris Therapeutics, Inc. | COM | 695 | $562 | <0.1% | History |
| Curevac N VN2451R105 | COM | 181 | $532 | <0.1% | – |
| NVEENV5 Global, Inc. | COM | 5 | $467 | <0.1% | History |
| LEGHLegacy Housing Corp | COM | 17 | $465 | <0.1% | History |
| RCMR1 RCM Inc. | COM | 32 | $453 | <0.1% | History |
| CMTGClaros Mortgage Trust, Inc. | COMMON STOCK | 55 | $412 | <0.1% | History |
| GOOSCanada Goose Holdings Inc. | SHS SUB VTG | 28 | $351 | <0.1% | History |
| RILYBRC Group Holdings, Inc. | COM | 55 | $289 | <0.1% | History |
| GRNBarclays Bank PLC | ETN 49 | 10 | $260 | <0.1% | History |
| ACHAccendra Health Inc | Stock | 16 | $251 | <0.1% | History |
| RENTRent the Runway, Inc. | CL A NEW | 26 | $251 | <0.1% | History |
| AVIRAtea Pharmaceuticals, Inc. | COM | 69 | $231 | <0.1% | History |
| Sprott FDS Tr85208P303 | URANIUM MINERS E | 3 | $138 | <0.1% | – |
| CURICuriosityStream Inc. | COM CL A | 54 | $103 | <0.1% | History |
| EHTHeHealth, Inc. | COM | 20 | $82 | <0.1% | History |