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.
- 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.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| LUNGPulmonx Corp | ReducedHistory | 49403 | −354−87.8% | $79$1.04K | −$570.73 | <0.1%<0.1% | 0.00 |
| VHIValhi Inc | AddedHistory | 52 | +3+150.0% | $79$32 | +$47.4 | <0.1%<0.1% | 0.00 |
| CIG.CEnergy Co of Minas Gerais | NewHistory | 290 | +29 | $79$0 | +$79 | <0.1%0.0% | 0.00 |
| SMPStandard Motor Products, Inc. | ReducedHistory | 2218 | −216−99.1% | $82$6.70K | −$8.86K | <0.1%<0.1% | 0.00 |
| RDHLRedHill Biopharma Ltd. | NewHistory | 380 | +38 | $82$0 | +$82 | <0.1%0.0% | 0.00 |
| ACRACRES Commercial Realty Corp. | NewHistory | 40 | +4 | $85$0 | +$85 | <0.1%0.0% | 0.00 |
| Direxion Shs ETF Tr25461A460 | Unchanged– | 44 | 00.0% | $86$123 | $0 | <0.1%<0.1% | 0.00 |
| JILLJ.Jill, Inc. | ReducedHistory | 57 | −2−28.6% | $86$102 | −$34.4 | <0.1%<0.1% | 0.00 |
| BTBTBit Digital, Inc | UnchangedHistory | 2929 | 00.0% | $87$64 | $0 | <0.1%<0.1% | 0.00 |
| TRVGtrivago N.V. | NewHistory | 260 | +26 | $87$0 | +$87 | <0.1%0.0% | 0.00 |
| OESXOrion Energy Systems, Inc. | UnchangedConverted for a 1-for-10 splitHistory | 1010 | 00.0% | $88$61 | $0 | <0.1%<0.1% | 0.00 |
| PDLBPonce Financial Group, Inc. | NewHistory | 60 | +6 | $88$0 | +$88 | <0.1%0.0% | 0.00 |
| TYGTortoise Energy Infrastructure Corp | ReducedHistory | 268 | −66−97.1% | $89$2.98K | −$2.94K | <0.1%<0.1% | 0.00 |
| URGUr-Energy Inc | ReducedHistory | 511,768 | −1,717−97.1% | $91$1.86K | −$3.06K | <0.1%<0.1% | 0.00 |
| PROKProkidney Corp. | ReducedHistory | 381,017 | −979−96.3% | $92$602 | −$2.37K | <0.1%<0.1% | 0.00 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | Reduced– | 34 | −1−25.0% | $93$106 | −$31 | <0.1%<0.1% | 0.00 |
| Goldman Sachs ETF Tr381430396 | Unchanged– | 11 | 00.0% | $94$88 | $0 | <0.1%<0.1% | 0.00 |
| TAYDTaylor Devices, Inc. | ReducedHistory | 26 | −4−66.7% | $98$260 | −$196 | <0.1%<0.1% | 0.00 |
| MVISMicrovision, Inc. | UnchangedHistory | 8181 | 00.0% | $100$92 | $0 | <0.1%<0.1% | 0.00 |
| CBFVCB Financial Services, Inc. | NewHistory | 30 | +3 | $100$0 | +$100 | <0.1%0.0% | 0.00 |
| WisdomTree Tr97717W208 | Reduced– | 198 | −97−99.0% | $101$9.41K | −$9.80K | <0.1%<0.1% | 0.00 |
| iShares Inc464286509 | Reduced– | 253 | −51−96.2% | $101$2.46K | −$2.58K | <0.1%<0.1% | 0.00 |
| SPDR Series Trust78468R549 | Reduced– | 137 | −36−97.3% | $101$2.37K | −$3.64K | <0.1%<0.1% | 0.00 |
| iShares Tr46434V100 | Unchanged– | 22 | 00.0% | $102$101 | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr46434V878 | Unchanged– | 22 | 00.0% | $102$101 | $0 | <0.1%<0.1% | 0.00 |
| AMCAMC Entertainment Holdings, Inc. | NewHistory | 350 | +35 | $102$0 | +$102 | <0.1%0.0% | 0.00 |
| ZURAZura Bio Ltd | ReducedHistory | 24136 | −112−82.4% | $104$143 | −$485.33 | <0.1%<0.1% | 0.00 |
| LESLLeslie's, Inc. | ReducedConverted for a 1-for-20 splitHistory | 19158 | −139−88.0% | $105$1.33K | −$769.82 | <0.1%<0.1% | 0.00 |
| BWAYBrainsway Ltd. | NewHistory | 70 | +7 | $105$0 | +$105 | <0.1%0.0% | 0.00 |
| RLGTRadiant Logistics, Inc | NewHistory | 180 | +18 | $106$0 | +$106 | <0.1%0.0% | 0.00 |
| LFVNLifevantage Corp | NewHistory | 110 | +11 | $107$0 | +$107 | <0.1%0.0% | 0.00 |
| LARKLandmark Bancorp Inc | NewHistory | 40 | +4 | $107$0 | +$107 | <0.1%0.0% | 0.00 |
| PUBMPubMatic, Inc. | ReducedHistory | 13118 | −105−89.0% | $108$1.47K | −$872.31 | <0.1%<0.1% | 0.00 |
| TSQTownsquare Media, Inc. | ReducedHistory | 1638 | −22−57.9% | $108$301 | −$148.5 | <0.1%<0.1% | 0.00 |
| CHPTChargePoint Holdings, Inc. | ReducedConverted for a 1-for-20 splitHistory | 10129 | −119−92.3% | $109$1.82K | −$1.30K | <0.1%<0.1% | 0.00 |
| MRSNMersana Therapeutics, Inc. | ReducedConverted for a 1-for-25 splitHistory | 14220 | −206−93.6% | $109$1.63K | −$1.60K | <0.1%<0.1% | 0.00 |
| CLPTClearPoint Neuro, Inc. | NewHistory | 50 | +5 | $109$0 | +$109 | <0.1%0.0% | 0.00 |
| FRDFriedman Industries Inc | NewHistory | 50 | +5 | $109$0 | +$109 | <0.1%0.0% | 0.00 |
| Kraneshares Tr500767835 | New– | 50 | +5 | $112$0 | +$112 | <0.1%0.0% | 0.00 |
| LUCKLucky Strike Entertainment Corp | ReducedHistory | 11102 | −91−89.2% | $113$931 | −$934.82 | <0.1%<0.1% | 0.00 |
| MTNBMatinas BioPharma Holdings, Inc. | UnchangedHistory | 6060 | 00.0% | $113$53 | $0 | <0.1%<0.1% | 0.00 |
| MPBMid Penn Bancorp Inc | UnchangedHistory | 44 | 00.0% | $115$113 | $0 | <0.1%<0.1% | 0.00 |
| EZPZFranklin Crypto Trust | UnchangedHistory | 44 | 00.0% | $116$102 | $0 | <0.1%<0.1% | 0.00 |
| BELFABel Fuse Inc | UnchangedHistory | 11 | 00.0% | $116$90 | $0 | <0.1%<0.1% | 0.00 |
| TCRXTScan Therapeutics, Inc. | ReducedHistory | 6570 | −5−7.1% | $118$101 | −$9.08 | <0.1%<0.1% | 0.00 |
| TRAKReposiTrak, Inc. | AddedHistory | 84 | +4+100.0% | $119$79 | +$59.5 | <0.1%<0.1% | 0.00 |
| WEYSWeyco Group Inc | ReducedHistory | 47 | −3−42.9% | $120$232 | −$90 | <0.1%<0.1% | 0.00 |
| UBFOUnited Security Bancshares | NewHistory | 130 | +13 | $121$0 | +$121 | <0.1%0.0% | 0.00 |
| ARQArq, Inc. | UnchangedHistory | 1717 | 00.0% | $122$91 | $0 | <0.1%<0.1% | 0.00 |
| LNZALanzaTech Global, Inc. | NewHistory | 50 | +5 | $123$0 | +$123 | <0.1%0.0% | 0.00 |
| MPXMarine Products Group, LLC | ReducedHistory | 1417 | −3−17.6% | $124$145 | −$26.57 | <0.1%<0.1% | 0.00 |
| PAMTPamt Corp | UnchangedHistory | 1111 | 00.0% | $125$142 | $0 | <0.1%<0.1% | 0.00 |
| EVIEvi Industries, Inc. | UnchangedHistory | 44 | 00.0% | $126$87 | $0 | <0.1%<0.1% | 0.00 |
| NCNacco Industries Inc | AddedHistory | 31 | +2+200.0% | $126$44 | +$84 | <0.1%<0.1% | 0.00 |
| KROKronos Worldwide Inc | NewHistory | 220 | +22 | $126$0 | +$126 | <0.1%0.0% | 0.00 |
| SBCSBC Medical Group Holdings Inc | NewHistory | 290 | +29 | $126$0 | +$126 | <0.1%0.0% | 0.00 |
| ERNAErnexa Therapeutics Inc. | UnchangedHistory | 116116 | 00.0% | $127$213 | $0 | <0.1%<0.1% | 0.00 |
| OLMAOlema Pharmaceuticals, Inc. | UnchangedHistory | 1313 | 00.0% | $127$55 | $0 | <0.1%<0.1% | 0.00 |
| SKYHSky Harbour Group Corp | ReducedHistory | 1359 | −46−78.0% | $128$576 | −$452.92 | <0.1%<0.1% | 0.00 |
| QRHCQuest Resource Holding Corp | ReducedHistory | 82112 | −30−26.8% | $128$226 | −$46.83 | <0.1%<0.1% | 0.00 |
| CRMDCorMedix Inc. | UnchangedHistory | 1111 | 00.0% | $128$136 | $0 | <0.1%<0.1% | 0.00 |
| PRLDPrelude Therapeutics Inc | ReducedHistory | 89148 | −59−39.9% | $128$120 | −$84.85 | <0.1%<0.1% | 0.00 |
| WOWWideOpenWest, Inc. | ReducedHistory | 25162 | −137−84.6% | $129$658 | −$706.92 | <0.1%<0.1% | 0.00 |
| ZYXIZynex Inc | ReducedHistory | 90159 | −69−43.4% | $131$410 | −$100.43 | <0.1%<0.1% | 0.00 |
| WisdomTree Tr97717X511 | Reduced– | 3199 | −196−98.5% | $133$8.68K | −$8.69K | <0.1%<0.1% | 0.00 |
| UHGUnited Homes Group, Inc. | ReducedHistory | 33144 | −111−77.1% | $136$417 | −$457.45 | <0.1%<0.1% | 0.00 |
| FUNDSprott Focus Trust Inc. | AddedHistory | 1716 | +1+6.3% | $137$122 | +$8.06 | <0.1%<0.1% | 0.00 |
| ATNMActinium Pharmaceuticals, Inc. | ReducedHistory | 86215 | −129−60.0% | $138$301 | −$207 | <0.1%<0.1% | 0.00 |
| TCITranscontinental Realty Investors Inc | UnchangedHistory | 33 | 00.0% | $138$128 | $0 | <0.1%<0.1% | 0.00 |
| TWINTwin Disc Inc | ReducedHistory | 1024 | −14−58.3% | $139$212 | −$194.6 | <0.1%<0.1% | 0.00 |
| WisdomTree Tr97717X172 | Reduced– | 3178 | −175−98.3% | $140$8.21K | −$8.17K | <0.1%<0.1% | 0.00 |
| AVRAnteris Technologies Global Corp. | UnchangedHistory | 3131 | 00.0% | $140$117 | $0 | <0.1%<0.1% | 0.00 |
| AIRJAirJoule Technologies Corp. | AddedHistory | 3010 | +20+200.0% | $141$46 | +$94 | <0.1%<0.1% | 0.00 |
| KLTRKaltura Inc | ReducedHistory | 101181 | −80−44.2% | $145$364 | −$114.85 | <0.1%<0.1% | 0.00 |
| AKAA.K.A. Brands Holding Corp. | UnchangedHistory | 1515 | 00.0% | $145$155 | $0 | <0.1%<0.1% | 0.00 |
| FSPFranklin Street Properties Corp | AddedHistory | 915 | +86+1,720.0% | $146$8 | +$137.98 | <0.1%<0.1% | 0.00 |
| NXHNeighborhood Intelligence, Inc. | AddedHistory | 1510 | +5+50.0% | $147$69 | +$49 | <0.1%<0.1% | 0.00 |
| DIBS1stdibs.com, Inc. | ReducedHistory | 5880 | −22−27.5% | $150$220 | −$56.9 | <0.1%<0.1% | 0.00 |
| OBEObsidian Energy Ltd. | UnchangedHistory | 2323 | 00.0% | $150$128 | $0 | <0.1%<0.1% | 0.00 |
| ACREAres Commercial Real Estate Corp | ReducedHistory | 3475 | −41−54.7% | $153$358 | −$184.5 | <0.1%<0.1% | 0.00 |
| BTAIQBioXcel Therapeutics, Inc. | NewHistory | 600 | +60 | $154$0 | +$154 | <0.1%0.0% | 0.00 |
| SNFCASecurity National Financial Corp | NewHistory | 180 | +18 | $156$0 | +$156 | <0.1%0.0% | 0.00 |
| BRTBRT Apartments Corp. | AddedHistory | 105 | +5+100.0% | $157$78 | +$78.5 | <0.1%<0.1% | 0.00 |
| STRZStarz Entertainment Corp | ReducedHistory | 1112 | −1−8.3% | $162$193 | −$14.73 | <0.1%<0.1% | 0.00 |
| WIMIWiMi Hologram Cloud Inc. | UnchangedHistory | 3636 | 00.0% | $164$100 | $0 | <0.1%<0.1% | 0.00 |
| BTMDbiote Corp. | ReducedHistory | 55132 | −77−58.3% | $165$531 | −$231 | <0.1%<0.1% | 0.00 |
| Neos ETF Trust78433H675 | New– | 30 | +3 | $165$0 | +$165 | <0.1%0.0% | 0.00 |
| IIIInformation Services Group Inc. | ReducedHistory | 2932 | −3−9.4% | $167$154 | −$17.28 | <0.1%<0.1% | 0.00 |
| ACNTAscent Industries Co. | NewHistory | 130 | +13 | $167$0 | +$167 | <0.1%0.0% | 0.00 |
| BEAMBeam Therapeutics Inc. | ReducedHistory | 715 | −8−53.3% | $170$255 | −$194.29 | <0.1%<0.1% | 0.00 |
| EDNEdenor | ReducedHistory | 1159 | −48−81.4% | $171$1.56K | −$746.18 | <0.1%<0.1% | 0.00 |
| COTYCoty Inc. | ReducedHistory | 431,846 | −1,803−97.7% | $174$8.58K | −$7.30K | <0.1%<0.1% | 0.00 |
| HURATuHURA Biosciences, Inc. | NewHistory | 700 | +70 | $174$0 | +$174 | <0.1%0.0% | 0.00 |
| STEMStem, Inc. | ReducedHistory | 1095 | −85−89.5% | $175$592 | −$1.49K | <0.1%<0.1% | 0.00 |
| NIPGNIP Group Inc. | ReducedHistory | 102653 | −551−84.4% | $176$1.60K | −$950.75 | <0.1%<0.1% | 0.00 |
| BWFGBankwell Financial Group, Inc. | AddedHistory | 43 | +1+33.3% | $177$108 | +$44.25 | <0.1%<0.1% | 0.00 |
| OPADOfferpad Solutions Inc. | ReducedHistory | 43127 | −84−66.1% | $179$115 | −$349.67 | <0.1%<0.1% | 0.00 |
| MYOMyomo, Inc. | NewHistory | 2010 | +201 | $179$0 | +$179 | <0.1%0.0% | 0.00 |
| FBLAFB Bancorp, Inc. | NewHistory | 150 | +15 | $180$0 | +$180 | <0.1%0.0% | 0.00 |
| SBDSSolo Brands, Inc. | NewHistory | 120 | +12 | $181$0 | +$181 | <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.