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Livermore
Livermore
ZHEN

EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings changes from Q2 2025 to Q3 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
272
Est. +$16.0M
Added
1,951
Est. +$221.2M
Reduced
1,600
Est. −$78.6M
Sold out
194
Est. −$7.65M

Portfolio value went from $2.21B to $2.53B (+$313.9M (+14.2%)); positions from 4,241 to 4,319 (+78).

All Q3 2025 holdingsAll Q2 2025 holdings

In the shares, value and % of portfolio columns, the top figure is Q3 2025 and the gray one below is Q2 2025. For stocks that split between the two quarters, Q2 2025 shares are converted at the split ratio before comparing.

Holdings of EverSource Wealth Advisors, LLC in Q2 2025 and Q3 2025 compared
SecurityActionSharesShare changeValueEst. bought or sold% of portfolioWeight change (pp)
TXMDTherapeuticsMD, Inc.UnchangedHistory1100.0%$1$1$0<0.1%<0.1%0.00
NOVASunnova Energy International Inc.UnchangedHistory1,8221,82200.0%$1$1$0<0.1%<0.1%0.00
WKHSWorkhorse Group Inc.UnchangedHistory1100.0%$1$1$0<0.1%<0.1%0.00
HOSTHost Digital Inc.UnchangedHistory1100.0%$1$0$0<0.1%0.0%0.00
ATOSAtossa Therapeutics, Inc.ReducedHistory2221−219−99.1%$2$183−$219<0.1%<0.1%0.00
RILYBRC Group Holdings, Inc.ReducedHistory124−23−95.8%$3$70−$69<0.1%<0.1%0.00
CIRCCIRCLE8 Group IncNewHistory10+1$3$0+$3<0.1%0.0%0.00
REAXReal REMAX Group Inc.ReducedHistory118−17−94.4%$4$81−$68<0.1%<0.1%0.00
Xinyuan Real Estate Co Ltd98417P105Unchanged–2200.0%$4$4$0<0.1%<0.1%0.00
LNAILunai Bioworks Inc.ReducedConverted for a 1-for-10 splitHistory546−41−89.1%$7$132−$57.12<0.1%<0.1%0.00
OECOrion S.A.ReducedHistory1557−556−99.8%$8$5.84K−$4.45K<0.1%<0.1%0.00
TLYSTilly's, Inc.ReducedHistory429−25−86.2%$8$40−$50<0.1%<0.1%0.00
CPSSConsumer Portfolio Services, Inc.NewHistory10+1$8$0+$8<0.1%0.0%0.00
ELAEnvela CorpNewHistory10+1$8$0+$8<0.1%0.0%0.00
GRSDGRANDSTAND LtdNewHistory10+1$8$0+$8<0.1%0.0%0.00
JBIOJade Biosciences, Inc.ReducedHistory17−6−85.7%$9$70−$54<0.1%<0.1%0.00
TUSKMammoth Energy Services, Inc.UnchangedHistory4400.0%$9$11$0<0.1%<0.1%0.00
CRESYCresud IncNewHistory10+1$9$0+$9<0.1%0.0%0.00
ILAGIntelligent Living Application Group Inc.UnchangedHistory151500.0%$10$8$0<0.1%<0.1%0.00
RELLRichardson Electronics, Ltd.NewHistory10+1$10$0+$10<0.1%0.0%0.00
JFINJiayin Group Inc.NewHistory10+1$10$0+$10<0.1%0.0%0.00
ILLRTriller Group Inc.NewHistory120+12$10$0+$10<0.1%0.0%0.00
J P Morgan Exchange Traded F46641Q373Reduced–0284−284−100.0%$11$19.2K–<0.1%<0.1%0.00
CBLLCeribell, Inc.ReducedHistory19−8−88.9%$11$169−$88<0.1%<0.1%0.00
DLHCDLH Holdings Corp.ReducedHistory211−9−81.8%$11$64−$49.5<0.1%<0.1%0.00
RBKBRhinebeck Bancorp, Inc.NewHistory10+1$11$0+$11<0.1%0.0%0.00
TBITrueBlue, Inc.ReducedHistory219−17−89.5%$12$123−$102<0.1%<0.1%0.00
MAGNMagnera CorpReducedHistory17−6−85.7%$12$84−$72<0.1%<0.1%0.00
CSPICSP IncNewHistory10+1$12$0+$12<0.1%0.0%0.00
ADAPYAdaptimmune Therapeutics PLCNewHistory1000+100$13$0+$13<0.1%0.0%0.00
IPSCCentury Therapeutics, Inc.ReducedHistory28455−427−93.8%$14$254−$213.5<0.1%<0.1%0.00
SMXTSolarMax Technology, Inc.ReducedHistory13112−99−88.4%$14$122−$106.62<0.1%<0.1%0.00
BBDOBank BradescoReducedHistory53,630−3,625−99.9%$15$9.91K−$10.9K<0.1%<0.1%0.00
PMTSCPI Card Group Inc.ReducedHistory125−24−96.0%$15$593−$360<0.1%<0.1%0.00
CANCanaan Inc.UnchangedHistory171700.0%$15$11$0<0.1%<0.1%0.00
XTIAXTI Aerospace, Inc.NewHistory100+10$15$0+$15<0.1%0.0%0.00
ASURAsure Software IncReducedHistory2694−692−99.7%$16$6.77K−$5.54K<0.1%<0.1%0.00
WHGWestwood Holdings Group IncNewHistory10+1$16$0+$16<0.1%0.0%0.00
MLPMaui Land & Pineapple Co IncReducedHistory13−2−66.7%$19$55−$38<0.1%<0.1%0.00
KLCKinderCare Learning Companies, Inc.ReducedHistory3183−180−98.4%$20$1.85K−$1.20K<0.1%<0.1%0.00
CXDOCrexendo, Inc.NewHistory30+3$20$0+$20<0.1%0.0%0.00
VGASVerde Clean Fuels, Inc.NewHistory70+7$21$0+$21<0.1%0.0%0.00
OPFIOppFi Inc.UnchangedHistory2200.0%$23$28$0<0.1%<0.1%0.00
MOGUMOGU Inc.NewHistory70+7$24$0+$24<0.1%0.0%0.00
FBLGFibroBiologics, Inc.ReducedHistory52122−70−57.4%$28$76−$37.69<0.1%<0.1%0.00
TTSHTile Shop Holdings, Inc.UnchangedHistory5500.0%$30$32$0<0.1%<0.1%0.00
TTECTTEC Holdings, Inc.NewHistory90+9$30$0+$30<0.1%0.0%0.00
ULYXUrgent.ly Inc.UnchangedHistory101000.0%$32$64$0<0.1%<0.1%0.00
PPBTPurple Biotech Ltd.AddedHistory5616+40+250.0%$32$38+$22.86<0.1%<0.1%0.00
MBAIMBody AI Ltd.UnchangedHistory151500.0%$32$12$0<0.1%<0.1%0.00
CMCMCheetah Mobile Inc.NewHistory40+4$32$0+$32<0.1%0.0%0.00
PDEXPro Dex IncNewHistory10+1$34$0+$34<0.1%0.0%0.00
UXINUxin LtdNewHistory110+11$38$0+$38<0.1%0.0%0.00
SEI Exchange Traded Funds81589A106Reduced–1255−254−99.6%$39$9.48K−$9.91K<0.1%<0.1%0.00
PNBKPatriot National Bancorp IncNewHistory300+30$39$0+$39<0.1%0.0%0.00
HFFGHF Foods Group Inc.ReducedHistory1526−11−42.3%$41$83−$30.07<0.1%<0.1%0.00
STRSStratus Properties IncUnchangedHistory2200.0%$42$38$0<0.1%<0.1%0.00
TWOAtwoNewHistory90+9$42$0+$42<0.1%0.0%0.00
CANFCan-Fite BioPharma Ltd.NewHistory680+68$42$0+$42<0.1%0.0%0.00
AKTXAkari Therapeutics PlcReducedHistory444,377−4,333−99.0%$44$5.12K−$4.33K<0.1%<0.1%0.00
SEI Exchange Traded Funds81589A205Reduced–1522−521−99.8%$45$22.0K−$23.4K<0.1%<0.1%0.00
PRPLPurple Innovation, Inc.ReducedHistory48278−230−82.7%$45$203−$215.63<0.1%<0.1%0.00
XBITXBiotech Inc.ReducedHistory1731−14−45.2%$45$92−$37.06<0.1%<0.1%0.00
FXNCFirst National CorpNewHistory20+2$45$0+$45<0.1%0.0%0.00
BCYCBicycle Therapeutics PLCNewHistory60+6$46$0+$46<0.1%0.0%0.00
IMMPIMMUTEP LtdNewHistory260+26$46$0+$46<0.1%0.0%0.00
BSETBassett Furniture Industries IncNewHistory30+3$47$0+$47<0.1%0.0%0.00
HTZWWHertz Global Holdings, IncUnchangedHistory131300.0%$48$47$0<0.1%<0.1%0.00
HQIHireQuest, Inc.AddedHistory52+3+150.0%$48$20+$28.8<0.1%<0.1%0.00
GERNGeron CorpReducedHistory361,615−1,579−97.8%$49$2.28K−$2.15K<0.1%<0.1%0.00
Goldman Sachs ETF Tr381430230Unchanged–1100.0%$51$51$0<0.1%<0.1%0.00
ICHRIchor Holdings, Ltd.ReducedHistory3144−141−97.9%$53$2.83K−$2.49K<0.1%<0.1%0.00
CIACitizens, Inc.NewHistory100+10$53$0+$53<0.1%0.0%0.00
LFTLument Finance Trust, Inc.NewHistory260+26$53$0+$53<0.1%0.0%0.00
VRMVroom, Inc.NewHistory20+2$54$0+$54<0.1%0.0%0.00
MPTIM-tron Industries, Inc.NewHistory10+1$55$0+$55<0.1%0.0%0.00
CRBUCaribou Biosciences, Inc.ReducedHistory24549−525−95.6%$56$691−$1.23K<0.1%<0.1%0.00
HCKTHackett Group, Inc.ReducedHistory314−11−78.6%$57$356−$209<0.1%<0.1%0.00
LVWRLiveWire Group, Inc.UnchangedHistory121200.0%$57$55$0<0.1%<0.1%0.00
WOLFWolfspeed, Inc.NewHistory20+2$57$0+$57<0.1%0.0%0.00
MLTXMoonLake ImmunotherapeuticsNewHistory80+8$57$0+$57<0.1%0.0%0.00
TEADTeads Holding Co.ReducedHistory36419−383−91.4%$59$1.04K−$627.69<0.1%<0.1%0.00
MAXNQMaxeon Solar Technologies, Ltd.UnchangedHistory181800.0%$60$55$0<0.1%<0.1%0.00
SRBKSR Bancorp, Inc.NewHistory40+4$60$0+$60<0.1%0.0%0.00
Northern LTS FD Tr IV66538H393New–20+2$60$0+$60<0.1%0.0%0.00
GUTSFractyl Health, Inc.ReducedHistory39285−246−86.3%$62$462−$391.08<0.1%<0.1%0.00
MNSBMainStreet Bancshares, Inc.NewHistory30+3$62$0+$62<0.1%0.0%0.00
TLRYTilray Brands, Inc.NewHistory360+36$62$0+$62<0.1%0.0%0.00
JYNTJOINT CorpReducedHistory719−12−63.2%$67$219−$114.86<0.1%<0.1%0.00
ZVRAZevra Therapeutics, Inc.ReducedHistory710−3−30.0%$67$88−$28.71<0.1%<0.1%0.00
ARLAmerican Realty Investors IncReducedHistory45−1−20.0%$67$71−$16.75<0.1%<0.1%0.00
MRXMarex Group LtdNewHistory20+2$67$0+$67<0.1%0.0%0.00
BTDRBitdeer Technologies GroupNewHistory40+4$68$0+$68<0.1%0.0%0.00
HOWLWerewolf Therapeutics, Inc.ReducedHistory35167−132−79.0%$69$182−$260.23<0.1%<0.1%0.00
SUPVGrupo Supervielle S.A.NewHistory140+14$69$0+$69<0.1%0.0%0.00
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679Unchanged–1100.0%$70$69$0<0.1%<0.1%0.00
LPSNLiveperson IncNewHistory1270+127$74$0+$74<0.1%0.0%0.00
TALKTalkspace, Inc.ReducedHistory28109−81−74.3%$77$303−$222.75<0.1%<0.1%0.00
Victory Portfolios II92647N782Unchanged–1100.0%$77$75$0<0.1%<0.1%0.00
Vanguard Malvern FDS922020730New–10+1$77$0+$77<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.