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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings changes from Q1 2025 to Q2 2025

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
409
Est. +$68.7M
Added
2,756
Est. +$281.0M
Reduced
743
Est. −$105.6M
Sold out
177
Est. −$8.89M

Portfolio value went from $1.82B to $2.21B (+$392.6M (+21.6%)); positions from 4,009 to 4,241 (+232).

All Q2 2025 holdingsAll Q1 2025 holdings

In the shares, value and % of portfolio columns, the top figure is Q2 2025 and the gray one below is Q1 2025. For stocks that split between the two quarters, Q1 2025 shares are converted at the split ratio before comparing.

Holdings of EverSource Wealth Advisors, LLC in Q1 2025 and Q2 2025 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
HOSTHost Digital Inc.NewHistory10+1$0$0$00.0%0.0%0.00
NOVASunnova Energy International Inc.AddedHistory1,822509+1,313+258.0%$1$189+$0.72<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.ReducedHistory13−2−66.7%$1$6−$2<0.1%<0.1%0.00
TXMDTherapeuticsMD, Inc.UnchangedHistory1100.0%$1$1$0<0.1%<0.1%0.00
BOLDBoundless Bio, Inc.ReducedHistory23−1−33.3%$2$5−$1<0.1%<0.1%0.00
Verde Clean Fuels, Inc.15130M102Reduced–111−10−90.9%$3$37−$30<0.1%<0.1%0.00
OBIOOrchestra BioMed Holdings, Inc.ReducedHistory15−4−80.0%$3$21−$12<0.1%<0.1%0.00
CAMPCamp4 Therapeutics CorpReducedHistory316−13−81.3%$4$64−$17.33<0.1%<0.1%0.00
Xinyuan Real Estate Co Ltd98417P105New–20+2$4$0+$4<0.1%0.0%0.00
TRVITrevi Therapeutics, Inc.ReducedHistory110−9−90.0%$5$63−$45<0.1%<0.1%0.00
RDZNRoadzen Inc.ReducedHistory615−9−60.0%$6$15−$9<0.1%<0.1%0.00
COGTCogent Biosciences, Inc.ReducedHistory119−18−94.7%$7$114−$126<0.1%<0.1%0.00
FSPFranklin Street Properties CorpReducedHistory5662−657−99.2%$8$1.18K−$1.05K<0.1%<0.1%0.00
DXLGDestination XL Group, Inc.ReducedHistory744−37−84.1%$8$64−$42.29<0.1%<0.1%0.00
OVIDOvid Therapeutics Inc.AddedHistory2417+7+41.2%$8$5+$2.33<0.1%<0.1%0.00
ILAGIntelligent Living Application Group Inc.NewHistory150+15$8$0+$8<0.1%0.0%0.00
LYELLyell Immunopharma, Inc.ReducedConverted for a 1-for-20 splitHistory15−4−81.1%$9$57−$38.7<0.1%<0.1%0.00
QIPTQuipt Home Medical Corp.ReducedHistory58−3−37.5%$9$19−$5.4<0.1%<0.1%0.00
BLFYBlue Foundry BancorpNewHistory10+1$10$0+$10<0.1%0.0%0.00
TUSKMammoth Energy Services, Inc.UnchangedHistory4400.0%$11$8$0<0.1%<0.1%0.00
CANCanaan Inc.NewHistory170+17$11$0+$11<0.1%0.0%0.00
PCYOPure Cycle CorpNewHistory10+1$11$0+$11<0.1%0.0%0.00
MBAIMBody AI Ltd.NewHistory150+15$12$0+$12<0.1%0.0%0.00
DSPViant Technology Inc.NewHistory10+1$13$0+$13<0.1%0.0%0.00
USCBUscb Financial Holdings, Inc.UnchangedHistory1100.0%$17$19$0<0.1%<0.1%0.00
CLLSCellectis S.A.UnchangedHistory131300.0%$20$16$0<0.1%<0.1%0.00
HQIHireQuest, Inc.NewHistory20+2$20$0+$20<0.1%0.0%0.00
ELEVElevation Acquisition Group Inc.AddedHistory5619+37+194.7%$21$5+$13.88<0.1%<0.1%0.00
OCSLOaktree Specialty Lending CorpNewHistory20+2$21$0+$21<0.1%0.0%0.00
SCWO374Water Inc.ReducedHistory72121−49−40.5%$23$41−$15.65<0.1%<0.1%0.00
PLRXPliant Therapeutics, Inc.ReducedHistory2162−41−66.1%$24$84−$46.86<0.1%<0.1%0.00
BRCCBRC Inc.ReducedHistory19122−103−84.4%$25$255−$135.53<0.1%<0.1%0.00
FMAOFarmers & Merchants Bancorp IncUnchangedHistory1100.0%$25$24$0<0.1%<0.1%0.00
VERUVeru Inc.AddedHistory4426+18+69.2%$26$13+$10.64<0.1%<0.1%0.00
VRCAVerrica Pharmaceuticals Inc.NewHistory490+49$26$0+$26<0.1%0.0%0.00
OPFIOppFi Inc.ReducedHistory213−11−84.6%$28$121−$154<0.1%<0.1%0.00
iShares Tr46432F859Unchanged–1100.0%$28$27$0<0.1%<0.1%0.00
EGANEGAIN CorpNewHistory50+5$31$0+$31<0.1%0.0%0.00
VHIValhi IncAddedHistory21+1+100.0%$32$16+$16<0.1%<0.1%0.00
TTSHTile Shop Holdings, Inc.NewHistory50+5$32$0+$32<0.1%0.0%0.00
VERVVerve Therapeutics, Inc.ReducedHistory3522−519−99.4%$34$2.39K−$5.88K<0.1%<0.1%0.00
BIOABioAge Labs, Inc.ReducedHistory936−27−75.0%$37$135−$111<0.1%<0.1%0.00
PVBCProvident Bancorp, Inc.UnchangedHistory3300.0%$37$34$0<0.1%<0.1%0.00
STRSStratus Properties IncUnchangedHistory2200.0%$38$36$0<0.1%<0.1%0.00
PPBTPurple Biotech Ltd.NewHistory160+16$38$0+$38<0.1%0.0%0.00
TLYSTilly's, Inc.NewHistory290+29$40$0+$40<0.1%0.0%0.00
EPMEvolution Petroleum CorpReducedHistory92,316−2,307−99.6%$42$12.0K−$10.8K<0.1%<0.1%0.00
CTNMContineum Therapeutics, Inc.AddedHistory118+3+37.5%$44$56+$12<0.1%<0.1%0.00
XFORX4 Pharmaceuticals, IncAddedConverted for a 1-for-30 splitHistory231+22+2,200.0%$44$7+$42.09<0.1%<0.1%0.00
NCNacco Industries IncNewHistory10+1$44$0+$44<0.1%0.0%0.00
SVRASavara IncReducedHistory2074−54−73.0%$46$205−$124.2<0.1%<0.1%0.00
AIRJAirJoule Technologies Corp.NewHistory100+10$46$0+$46<0.1%0.0%0.00
HTZWWHertz Global Holdings, IncUnchangedHistory131300.0%$47$29$0<0.1%<0.1%0.00
TRDAEntrada Therapeutics, Inc.NewHistory70+7$47$0+$47<0.1%0.0%0.00
LVOLiveOne, Inc.AddedHistory6353+10+18.9%$48$37+$7.62<0.1%<0.1%0.00
MDXGMimedx Group, Inc.NewHistory80+8$49$0+$49<0.1%0.0%0.00
NVANova Minerals CorpNewHistory40+4$50$0+$50<0.1%0.0%0.00
CDTCDT Equity Inc.NewHistory180+18$50$0+$50<0.1%0.0%0.00
Goldman Sachs ETF Tr381430230Unchanged–1100.0%$51$51$0<0.1%<0.1%0.00
iShares Global Clean Energy ETF464288224Reduced–4141−137−97.2%$52$1.61K−$1.78K<0.1%<0.1%0.00
MTNBMatinas BioPharma Holdings, Inc.UnchangedHistory606000.0%$53$31$0<0.1%<0.1%0.00
LVWRLiveWire Group, Inc.ReducedHistory1234−22−64.7%$55$68−$100.83<0.1%<0.1%0.00
OLMAOlema Pharmaceuticals, Inc.AddedHistory139+4+44.4%$55$34+$16.92<0.1%<0.1%0.00
MLPMaui Land & Pineapple Co IncAddedHistory31+2+200.0%$55$18+$36.67<0.1%<0.1%0.00
MAXNQMaxeon Solar Technologies, Ltd.AddedHistory181+17+1,700.0%$55$3+$51.94<0.1%<0.1%0.00
GOCOGoHealth, Inc.ReducedHistory1015−5−33.3%$56$184−$28<0.1%<0.1%0.00
MGNXMacrogenics IncReducedHistory4765−18−27.7%$57$83−$21.83<0.1%<0.1%0.00
TELOTelomir Pharmaceuticals, Inc.ReducedHistory4688−42−47.7%$58$284−$52.96<0.1%<0.1%0.00
SLNSilence Therapeutics plcNewHistory100+10$58$0+$58<0.1%0.0%0.00
CWBCCommunity West BancsharesNewHistory30+3$59$0+$59<0.1%0.0%0.00
DTIDrilling Tools International CorpReducedHistory2127−6−22.2%$60$64−$17.14<0.1%<0.1%0.00
OESXOrion Energy Systems, Inc.UnchangedHistory10010000.0%$61$72$0<0.1%<0.1%0.00
SSTSystem1, Inc.ReducedConverted for a 1-for-10 splitHistory1113−2−15.4%$61$50−$11.09<0.1%<0.1%0.00
ABVXAbivax S.A.NewHistory80+8$61$0+$61<0.1%0.0%0.00
CABACabaletta Bio, Inc.ReducedHistory4190−49−54.4%$62$125−$74.1<0.1%<0.1%0.00
BYRNByrna Technologies Inc.NewHistory20+2$62$0+$62<0.1%0.0%0.00
CLYMClimb Bio, Inc.AddedHistory519+42+466.7%$63$11+$51.88<0.1%<0.1%0.00
BTBTBit Digital, IncReducedHistory29239−210−87.9%$64$483−$463.45<0.1%<0.1%0.00
NRGVEnergy Vault Holdings, Inc.ReducedHistory89339−250−73.7%$64$236−$179.78<0.1%<0.1%0.00
DLHCDLH Holdings Corp.AddedHistory112+9+450.0%$64$8+$52.36<0.1%<0.1%0.00
ULYXUrgent.ly Inc.NewHistory100+10$64$0+$64<0.1%0.0%0.00
AVAHAveanna Healthcare Holdings, Inc.UnchangedHistory131300.0%$68$70$0<0.1%<0.1%0.00
NXHNeighborhood Intelligence, Inc.ReducedHistory1093−83−89.2%$69$539−$572.7<0.1%<0.1%0.00
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679Unchanged–1100.0%$69$69$0<0.1%<0.1%0.00
RILYBRC Group Holdings, Inc.ReducedHistory2482−58−70.7%$70$317−$169.17<0.1%<0.1%0.00
JBIOJade Biosciences, Inc.NewHistory70+7$70$0+$70<0.1%0.0%0.00
ARLAmerican Realty Investors IncNewHistory50+5$71$0+$71<0.1%0.0%0.00
FVCBFVCBankcorp, Inc.NewHistory60+6$71$0+$71<0.1%0.0%0.00
IMNMImmunome Inc.ReducedHistory869−61−88.4%$74$464−$564.25<0.1%<0.1%0.00
AOMRAngel Oak Mortgage REIT, Inc.ReducedHistory8126−118−93.7%$75$1.20K−$1.11K<0.1%<0.1%0.00
Victory Portfolios II92647N782Unchanged–1100.0%$75$72$0<0.1%<0.1%0.00
FBLGFibroBiologics, Inc.ReducedHistory122154−32−20.8%$76$139−$19.93<0.1%<0.1%0.00
IVVDInvivyd, Inc.ReducedHistory109622−513−82.5%$78$376−$367.1<0.1%<0.1%0.00
BRTBRT Apartments Corp.ReducedHistory58−3−37.5%$78$136−$46.8<0.1%<0.1%0.00
VALUValue Line IncUnchangedHistory2200.0%$78$77$0<0.1%<0.1%0.00
TRAKReposiTrak, Inc.ReducedHistory411−7−63.6%$79$223−$138.25<0.1%<0.1%0.00
REAXReal REMAX Group Inc.ReducedHistory18166−148−89.2%$81$674−$666<0.1%<0.1%0.00
INOInovio Pharmaceuticals, Inc.ReducedHistory40196−156−79.6%$81$319−$315.9<0.1%<0.1%0.00
KODKodiak Sciences Inc.UnchangedHistory222200.0%$82$62$0<0.1%<0.1%0.00
NKSHNational Bankshares IncAddedHistory32+1+50.0%$82$53+$27.33<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.