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) |
|---|---|---|---|---|---|---|---|
| SHL Telemedicine Ltd78423T200 | Unchanged– | 8989 | 00.0% | $182$182 | $0 | <0.1%<0.1% | 0.00 |
| FLXSFlexsteel Industries Inc | AddedHistory | 43 | +1+33.3% | $185$108 | +$46.25 | <0.1%<0.1% | 0.00 |
| ISTRInvestar Holding Corp | AddedHistory | 87 | +1+14.3% | $186$135 | +$23.25 | <0.1%<0.1% | 0.00 |
| WEAVWeave Communications, Inc. | ReducedHistory | 28174 | −146−83.9% | $187$1.45K | −$975.07 | <0.1%<0.1% | 0.00 |
| CIXCompx International Inc | ReducedHistory | 811 | −3−27.3% | $187$292 | −$70.13 | <0.1%<0.1% | 0.00 |
| PESIPerma Fix Environmental Services Inc | ReducedHistory | 1960 | −41−68.3% | $192$631 | −$414.32 | <0.1%<0.1% | 0.00 |
| NAUTNautilus Biotechnology, Inc. | ReducedHistory | 229378 | −149−39.4% | $193$274 | −$125.58 | <0.1%<0.1% | 0.00 |
| VALUValue Line Inc | AddedHistory | 52 | +3+150.0% | $195$78 | +$117 | <0.1%<0.1% | 0.00 |
| PLPlanet Labs PBC | NewHistory | 150 | +15 | $195$0 | +$195 | <0.1%0.0% | 0.00 |
| ASTHAstrana Health, Inc. | NewHistory | 70 | +7 | $198$0 | +$198 | <0.1%0.0% | 0.00 |
| SEATVivid Seats Inc. | NewHistory | 120 | +12 | $199$0 | +$199 | <0.1%0.0% | 0.00 |
| PVBCProvident Bancorp, Inc. | AddedHistory | 163 | +13+433.3% | $200$37 | +$162.5 | <0.1%<0.1% | 0.00 |
| KRTKarat Packaging Inc. | ReducedHistory | 818 | −10−55.6% | $202$507 | −$252.5 | <0.1%<0.1% | 0.00 |
| NKSHNational Bankshares Inc | AddedHistory | 73 | +4+133.3% | $206$82 | +$117.71 | <0.1%<0.1% | 0.00 |
| ECBKECB Bancorp, Inc. | NewHistory | 130 | +13 | $206$0 | +$206 | <0.1%0.0% | 0.00 |
| VTEXVtex | NewHistory | 470 | +47 | $206$0 | +$206 | <0.1%0.0% | 0.00 |
| RDWRedwire Corp | ReducedHistory | 2359 | −36−61.0% | $207$962 | −$324 | <0.1%<0.1% | 0.00 |
| STEXStreamex Corp. | NewHistory | 360 | +36 | $207$0 | +$207 | <0.1%0.0% | 0.00 |
| SNCRSynchronoss Technologies Inc | NewHistory | 340 | +34 | $207$0 | +$207 | <0.1%0.0% | 0.00 |
| SVRESaverOne 2014 Ltd. | ReducedHistory | 127656 | −529−80.6% | $208$1.95K | −$866.39 | <0.1%<0.1% | 0.00 |
| TCMDTactile Systems Technology Inc | ReducedHistory | 1539 | −24−61.5% | $208$395 | −$332.8 | <0.1%<0.1% | 0.00 |
| AMPXAmprius Technologies, Inc. | UnchangedHistory | 2020 | 00.0% | $210$84 | $0 | <0.1%<0.1% | 0.00 |
| BWMNBowman Consulting Group Ltd. | UnchangedHistory | 55 | 00.0% | $212$144 | $0 | <0.1%<0.1% | 0.00 |
| GENVRGen Digital Inc. | UnchangedHistory | 2929 | 00.0% | $214$233 | $0 | <0.1%<0.1% | 0.00 |
| PEBKPeoples Bancorp of North Carolina Inc | AddedHistory | 74 | +3+75.0% | $215$115 | +$92.14 | <0.1%<0.1% | 0.00 |
| SGRYSurgery Partners, Inc. | ReducedHistory | 1023 | −13−56.5% | $216$511 | −$280.8 | <0.1%<0.1% | 0.00 |
| Capital Group Global Equity14020R107 | Unchanged– | 77 | 00.0% | $216$205 | $0 | <0.1%<0.1% | 0.00 |
| CHGGChegg, Inc | ReducedHistory | 144405 | −261−64.4% | $217$490 | −$393.31 | <0.1%<0.1% | 0.00 |
| KGKestrel Group Ltd | UnchangedHistory | 88 | 00.0% | $218$212 | $0 | <0.1%<0.1% | 0.00 |
| GSATGlobalstar, Inc. | UnchangedHistory | 66 | 00.0% | $218$141 | $0 | <0.1%<0.1% | 0.00 |
| SLNDSouthland Holdings, Inc. | ReducedHistory | 5153 | −2−3.8% | $219$221 | −$8.59 | <0.1%<0.1% | 0.00 |
| TRNSTranscat Inc | ReducedHistory | 323 | −20−87.0% | $220$1.98K | −$1.47K | <0.1%<0.1% | 0.00 |
| SPIRSpire Global, Inc. | ReducedHistory | 2042 | −22−52.4% | $220$500 | −$242 | <0.1%<0.1% | 0.00 |
| Solana ETF92864M822 | New– | 100 | +10 | $221$0 | +$221 | <0.1%0.0% | 0.00 |
| BALYBally's Corp | NewHistory | 200 | +20 | $222$0 | +$222 | <0.1%0.0% | 0.00 |
| GDRXGoodRx Holdings, Inc. | ReducedHistory | 5359 | −6−10.2% | $224$294 | −$25.36 | <0.1%<0.1% | 0.00 |
| KWKennedy-Wilson Holdings, Inc. | ReducedHistory | 271,423 | −1,396−98.1% | $225$9.68K | −$11.6K | <0.1%<0.1% | 0.00 |
| GOCOGoHealth, Inc. | AddedHistory | 4710 | +37+370.0% | $227$56 | +$178.7 | <0.1%<0.1% | 0.00 |
| NAMSNewAmsterdam Pharma Co N.V. | UnchangedHistory | 88 | 00.0% | $228$145 | $0 | <0.1%<0.1% | 0.00 |
| DBVTDBV Technologies S.A. | ReducedHistory | 23524 | −501−95.6% | $230$4.80K | −$5.01K | <0.1%<0.1% | 0.00 |
| VMDViemed Healthcare, Inc. | ReducedHistory | 3496 | −62−64.6% | $231$663 | −$421.24 | <0.1%<0.1% | 0.00 |
| CVRXCVRx, Inc. | NewHistory | 290 | +29 | $234$0 | +$234 | <0.1%0.0% | 0.00 |
| GCT Semiconductor Holding, Inc.20607V106 | Reduced– | 155298 | −143−48.0% | $236$444 | −$217.73 | <0.1%<0.1% | 0.00 |
| AIXIXiao-I Corp | NewHistory | 1900 | +190 | $238$0 | +$238 | <0.1%0.0% | 0.00 |
| BNEDBarnes & Noble Education, Inc. | NewHistory | 240 | +24 | $239$0 | +$239 | <0.1%0.0% | 0.00 |
| YIBOPlanet Image International Ltd | NewHistory | 1770 | +177 | $239$0 | +$239 | <0.1%0.0% | 0.00 |
| JKSJinkoSolar Holding Co., Ltd. | ReducedHistory | 1012 | −2−16.7% | $240$255 | −$48 | <0.1%<0.1% | 0.00 |
| HESMHess Midstream LP | NewHistory | 70 | +7 | $242$0 | +$242 | <0.1%0.0% | 0.00 |
| CCRDCoreCard Corp | NewHistory | 90 | +9 | $242$0 | +$242 | <0.1%0.0% | 0.00 |
| SAILSailPoint, Inc. | NewHistory | 110 | +11 | $243$0 | +$243 | <0.1%0.0% | 0.00 |
| KLXEKLX Energy Services Holdings, Inc. | UnchangedHistory | 127127 | 00.0% | $244$237 | $0 | <0.1%<0.1% | 0.00 |
| NCNOnCino, Inc. | NewHistory | 90 | +9 | $244$0 | +$244 | <0.1%0.0% | 0.00 |
| SGCSuperior Group of Companies, Inc. | AddedHistory | 2311 | +12+109.1% | $247$113 | +$128.87 | <0.1%<0.1% | 0.00 |
| FBRTFranklin BSP Realty Trust, Inc. | ReducedHistory | 23652 | −629−96.5% | $250$6.97K | −$6.84K | <0.1%<0.1% | 0.00 |
| SEGSeaport Entertainment Group Inc. | AddedHistory | 117 | +4+57.1% | $252$131 | +$91.64 | <0.1%<0.1% | 0.00 |
| MBLYMobileye Global Inc. | UnchangedHistory | 1818 | 00.0% | $254$324 | $0 | <0.1%<0.1% | 0.00 |
| PCYOPure Cycle Corp | AddedHistory | 231 | +22+2,200.0% | $255$11 | +$243.91 | <0.1%<0.1% | 0.00 |
| Cohen & Steers Infrastructur19248A117 | New– | 3,4000 | +3,400 | $265$0 | +$265 | <0.1%0.0% | 0.00 |
| SEVNSeven Hills Realty Trust | ReducedHistory | 26117 | −91−77.8% | $268$1.41K | −$938 | <0.1%<0.1% | 0.00 |
| ROOTRoot, Inc. | ReducedHistory | 34 | −1−25.0% | $269$512 | −$89.67 | <0.1%<0.1% | 0.00 |
| DCGODocGo Inc. | ReducedHistory | 201517 | −316−61.1% | $273$811 | −$429.19 | <0.1%<0.1% | 0.00 |
| SKILSkillsoft Corp. | NewHistory | 210 | +21 | $273$0 | +$273 | <0.1%0.0% | 0.00 |
| GBFHGBank Financial Holdings Inc. | NewHistory | 70 | +7 | $275$0 | +$275 | <0.1%0.0% | 0.00 |
| FRAFFranklin Financial Services Corp | NewHistory | 60 | +6 | $276$0 | +$276 | <0.1%0.0% | 0.00 |
| JFU9F Inc. | NewHistory | 1050 | +105 | $277$0 | +$277 | <0.1%0.0% | 0.00 |
| FDMT4D Molecular Therapeutics, Inc. | ReducedHistory | 32121 | −89−73.6% | $278$449 | −$773.19 | <0.1%<0.1% | 0.00 |
| HSHPHimalaya Shipping Ltd. | NewHistory | 340 | +34 | $280$0 | +$280 | <0.1%0.0% | 0.00 |
| NXXTNextnrg, Inc. | NewHistory | 1540 | +154 | $282$0 | +$282 | <0.1%0.0% | 0.00 |
| Global X FDS37954Y137 | New– | 90 | +9 | $288$0 | +$288 | <0.1%0.0% | 0.00 |
| CZWICitizens Community Bancorp Inc. | NewHistory | 180 | +18 | $289$0 | +$289 | <0.1%0.0% | 0.00 |
| SRTAStrata Critical Medical, Inc. | AddedHistory | 5826 | +32+123.1% | $293$105 | +$161.66 | <0.1%<0.1% | 0.00 |
| Vanguard Scottsdale FDS92206C599 | Unchanged– | 11 | 00.0% | $294$273 | $0 | <0.1%<0.1% | 0.00 |
| TSHATaysha Gene Therapies, Inc. | ReducedHistory | 91205 | −114−55.6% | $298$473 | −$373.32 | <0.1%<0.1% | 0.00 |
| FNKOFunko, Inc. | ReducedHistory | 871,182 | −1,095−92.6% | $299$5.63K | −$3.76K | <0.1%<0.1% | 0.00 |
| ORKAOruka Therapeutics, Inc. | NewHistory | 160 | +16 | $308$0 | +$308 | <0.1%0.0% | 0.00 |
| iShares Inc464286665 | Unchanged– | 66 | 00.0% | $309$296 | $0 | <0.1%<0.1% | 0.00 |
| NINENine Energy Service, Inc. | UnchangedHistory | 490490 | 00.0% | $310$378 | $0 | <0.1%<0.1% | 0.00 |
| MNTKMontauk Renewables, Inc. | ReducedHistory | 155174 | −19−10.9% | $311$386 | −$38.12 | <0.1%<0.1% | 0.00 |
| GLSIGreenwich LifeSciences, Inc. | UnchangedHistory | 3232 | 00.0% | $318$290 | $0 | <0.1%<0.1% | 0.00 |
| FCAPFirst Capital Inc | NewHistory | 70 | +7 | $321$0 | +$321 | <0.1%0.0% | 0.00 |
| iShares Tr46429B606 | Unchanged– | 1010 | 00.0% | $322$323 | $0 | <0.1%<0.1% | 0.00 |
| AMBOAmbow Education Holding Ltd. | NewHistory | 890 | +89 | $322$0 | +$322 | <0.1%0.0% | 0.00 |
| VOXRVox Royalty Corp. | NewHistory | 750 | +75 | $323$0 | +$323 | <0.1%0.0% | 0.00 |
| FMAOFarmers & Merchants Bancorp Inc | AddedHistory | 131 | +12+1,200.0% | $325$25 | +$300 | <0.1%<0.1% | 0.00 |
| GALTGalectin Therapeutics Inc | ReducedHistory | 77161 | −84−52.2% | $326$340 | −$355.64 | <0.1%<0.1% | 0.00 |
| BLNKBlink Charging Co. | UnchangedHistory | 200200 | 00.0% | $328$188 | $0 | <0.1%<0.1% | 0.00 |
| NRDYNerdy Inc. | ReducedHistory | 261408 | −147−36.0% | $329$665 | −$185.3 | <0.1%<0.1% | 0.00 |
| ARAIArrive AI Inc. | UnchangedHistory | 9191 | 00.0% | $331$1.06K | $0 | <0.1%<0.1% | 0.00 |
| AISPAirship AI Holdings, Inc. | UnchangedHistory | 6464 | 00.0% | $331$377 | $0 | <0.1%<0.1% | 0.00 |
| METCRamaco Resources, Inc. | UnchangedHistory | 1010 | 00.0% | $332$131 | $0 | <0.1%<0.1% | 0.00 |
| NGSNatural Gas Services Group Inc | ReducedHistory | 1215 | −3−20.0% | $336$387 | −$84 | <0.1%<0.1% | 0.00 |
| AMLXAmylyx Pharmaceuticals, Inc. | UnchangedHistory | 2525 | 00.0% | $340$160 | $0 | <0.1%<0.1% | 0.00 |
| EGANEGAIN Corp | AddedHistory | 395 | +34+680.0% | $340$31 | +$296.41 | <0.1%<0.1% | 0.00 |
| LARLithium Argentina AG | UnchangedHistory | 102102 | 00.0% | $341$212 | $0 | <0.1%<0.1% | 0.00 |
| RCMTRCM Technologies, Inc. | NewHistory | 130 | +13 | $345$0 | +$345 | <0.1%0.0% | 0.00 |
| Unified Ser Tr90470L527 | Unchanged– | 1010 | 00.0% | $348$325 | $0 | <0.1%<0.1% | 0.00 |
| Meridian Bank587405101 | New– | 220 | +22 | $348$0 | +$348 | <0.1%0.0% | 0.00 |
| IRDMIridium Communications Inc. | UnchangedHistory | 2020 | 00.0% | $349$603 | $0 | <0.1%<0.1% | 0.00 |
| LINCLincoln Educational Services Corp | ReducedHistory | 1531 | −16−51.6% | $353$715 | −$376.53 | <0.1%<0.1% | 0.00 |
| BMEABiomea Fusion, Inc. | ReducedHistory | 1771,176 | −999−84.9% | $357$2.12K | −$2.01K | <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.