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) |
|---|---|---|---|---|---|---|---|
| SCPHscPharmaceuticals Inc. | AddedHistory | 6359 | +4+6.8% | $357$225 | +$22.67 | <0.1%<0.1% | 0.00 |
| LGVNLongeveron Inc. | UnchangedHistory | 481481 | 00.0% | $361$625 | $0 | <0.1%<0.1% | 0.00 |
| POWWOutdoor Holding Co | ReducedHistory | 246502 | −256−51.0% | $364$643 | −$378.8 | <0.1%<0.1% | 0.00 |
| FHTXFoghorn Therapeutics Inc. | UnchangedHistory | 7575 | 00.0% | $367$353 | $0 | <0.1%<0.1% | 0.00 |
| KLARKlarna Group plc | NewHistory | 100 | +10 | $367$0 | +$367 | <0.1%0.0% | 0.00 |
| OPALOPAL Fuels Inc. | NewHistory | 1680 | +168 | $370$0 | +$370 | <0.1%0.0% | 0.00 |
| CDZICadiz Inc | ReducedHistory | 79135 | −56−41.5% | $373$404 | −$264.41 | <0.1%<0.1% | 0.00 |
| CTGOContango Silver & Gold Inc. | ReducedHistory | 1518 | −3−16.7% | $374$351 | −$74.8 | <0.1%<0.1% | 0.00 |
| FSTRFoster L B Co | UnchangedHistory | 1414 | 00.0% | $377$306 | $0 | <0.1%<0.1% | 0.00 |
| EEXEmerald Holding, Inc. | UnchangedHistory | 7676 | 00.0% | $387$369 | $0 | <0.1%<0.1% | 0.00 |
| RCELAVITA Medical, Inc. | AddedHistory | 7627 | +49+181.5% | $388$143 | +$250.16 | <0.1%<0.1% | 0.00 |
| TCXTucows Inc | AddedHistory | 2110 | +11+110.0% | $390$197 | +$204.29 | <0.1%<0.1% | 0.00 |
| SWBISmith & Wesson Brands, Inc. | ReducedHistory | 40202 | −162−80.2% | $393$1.75K | −$1.59K | <0.1%<0.1% | 0.00 |
| HUYAHUYA Inc. | ReducedHistory | 118294 | −176−59.9% | $393$1.03K | −$586.17 | <0.1%<0.1% | 0.00 |
| STROSutro Biopharma, Inc. | ReducedHistory | 4541,471 | −1,017−69.1% | $394$1.05K | −$882.59 | <0.1%<0.1% | 0.00 |
| RMBIRichmond Mutual Bancorporation, Inc. | NewHistory | 280 | +28 | $398$0 | +$398 | <0.1%0.0% | 0.00 |
| RNACCartesian Therapeutics, Inc. | ReducedHistory | 3947 | −8−17.0% | $399$488 | −$81.85 | <0.1%<0.1% | 0.00 |
| AFRIForafric Global PLC | AddedHistory | 4638 | +8+21.1% | $400$296 | +$69.57 | <0.1%<0.1% | 0.00 |
| STOKStoke Therapeutics, Inc. | ReducedHistory | 1718 | −1−5.6% | $400$204 | −$23.53 | <0.1%<0.1% | 0.00 |
| USCBUscb Financial Holdings, Inc. | AddedHistory | 231 | +22+2,200.0% | $401$17 | +$383.57 | <0.1%<0.1% | 0.00 |
| MBXMBX Biosciences, Inc. | ReducedHistory | 2329 | −6−20.7% | $403$331 | −$105.13 | <0.1%<0.1% | 0.00 |
| VTYXVentyx Biosciences, Inc. | ReducedHistory | 1302,041 | −1,911−93.6% | $404$4.37K | −$5.94K | <0.1%<0.1% | 0.00 |
| INSGInseego Corp. | ReducedHistory | 27143 | −116−81.1% | $404$1.18K | −$1.74K | <0.1%<0.1% | 0.00 |
| PONYPony AI Inc. | NewHistory | 180 | +18 | $405$0 | +$405 | <0.1%0.0% | 0.00 |
| ONEWOneWater Marine Inc. | ReducedHistory | 26583 | −557−95.5% | $412$7.81K | −$8.83K | <0.1%<0.1% | 0.00 |
| MLGOMicroAlgo Inc. | NewHistory | 450 | +45 | $412$0 | +$412 | <0.1%0.0% | 0.00 |
| PERIPerion Network Ltd. | NewHistory | 430 | +43 | $413$0 | +$413 | <0.1%0.0% | 0.00 |
| LDIloanDepot, Inc. | NewHistory | 1350 | +135 | $414$0 | +$414 | <0.1%0.0% | 0.00 |
| J P Morgan Exchange Traded F46641Q191 | Unchanged– | 66 | 00.0% | $418$405 | $0 | <0.1%<0.1% | 0.00 |
| INNVInnovAge Holding Corp. | AddedHistory | 8138 | +43+113.2% | $418$140 | +$221.9 | <0.1%<0.1% | 0.00 |
| REPLReplimune Group, Inc. | UnchangedHistory | 100100 | 00.0% | $419$929 | $0 | <0.1%<0.1% | 0.00 |
| COOKTraeger, Inc. | ReducedHistory | 344408 | −64−15.7% | $420$698 | −$78.14 | <0.1%<0.1% | 0.00 |
| SMBCSouthern Missouri Bancorp, Inc. | ReducedHistory | 89 | −1−11.1% | $420$493 | −$52.5 | <0.1%<0.1% | 0.00 |
| METCBRamaco Resources, Inc. | ReducedHistory | 25964 | −939−97.4% | $421$7.88K | −$15.8K | <0.1%<0.1% | 0.00 |
| SLPSimulations Plus, Inc. | NewHistory | 280 | +28 | $422$0 | +$422 | <0.1%0.0% | 0.00 |
| PLSEPulse Biosciences, Inc. | ReducedHistory | 2429 | −5−17.2% | $425$438 | −$88.54 | <0.1%<0.1% | 0.00 |
| ISPRIspire Technology Inc. | AddedHistory | 168140 | +28+20.0% | $430$358 | +$71.67 | <0.1%<0.1% | 0.00 |
| OOMAOoma Inc | ReducedHistory | 36483 | −447−92.5% | $432$6.23K | −$5.36K | <0.1%<0.1% | 0.00 |
| COYACoya Therapeutics, Inc. | ReducedHistory | 76129 | −53−41.1% | $433$742 | −$301.96 | <0.1%<0.1% | 0.00 |
| TZOOTravelzoo | NewHistory | 440 | +44 | $433$0 | +$433 | <0.1%0.0% | 0.00 |
| CADLCandel Therapeutics, Inc. | NewHistory | 860 | +86 | $439$0 | +$439 | <0.1%0.0% | 0.00 |
| UNTYUnity Bancorp Inc | ReducedHistory | 9128 | −119−93.0% | $440$6.03K | −$5.82K | <0.1%<0.1% | 0.00 |
| ALTIAlTi Global, Inc. | AddedHistory | 125119 | +6+5.0% | $445$494 | +$21.36 | <0.1%<0.1% | 0.00 |
| TriSalus Life Sciences, Inc.58507N105 | New– | 960 | +96 | $446$0 | +$446 | <0.1%0.0% | 0.00 |
| Tevogen Inc.G8028L107 | Added– | 56980 | +489+611.3% | $447$100 | +$384.15 | <0.1%<0.1% | 0.00 |
| LFCRLifecore Biomedical, Inc. | AddedHistory | 6154 | +7+13.0% | $449$438 | +$51.52 | <0.1%<0.1% | 0.00 |
| AOMRAngel Oak Mortgage REIT, Inc. | AddedHistory | 488 | +40+500.0% | $450$75 | +$375 | <0.1%<0.1% | 0.00 |
| CLYMClimb Bio, Inc. | AddedHistory | 22451 | +173+339.2% | $450$63 | +$347.54 | <0.1%<0.1% | 0.00 |
| ANIKAnika Therapeutics, Inc. | ReducedHistory | 48112 | −64−57.1% | $451$1.19K | −$601.33 | <0.1%<0.1% | 0.00 |
| FUNSix Flags Entertainment Corporation | ReducedHistory | 20333 | −313−94.0% | $454$10.1K | −$7.11K | <0.1%<0.1% | 0.00 |
| JACKJack in the Box Inc | ReducedHistory | 2395 | −72−75.8% | $454$1.66K | −$1.42K | <0.1%<0.1% | 0.00 |
| CSTLCastle Biosciences Inc | ReducedHistory | 2047 | −27−57.4% | $455$960 | −$614.25 | <0.1%<0.1% | 0.00 |
| ARTVArtiva Biotherapeutics, Inc. | NewHistory | 1590 | +159 | $456$0 | +$456 | <0.1%0.0% | 0.00 |
| MLNKMeridianLink, Inc. | ReducedHistory | 23427 | −404−94.6% | $458$6.93K | −$8.04K | <0.1%<0.1% | 0.00 |
| NVCTNuvectis Pharma, Inc. | ReducedHistory | 7696 | −20−20.8% | $458$717 | −$120.53 | <0.1%<0.1% | 0.00 |
| VMEOVimeo, Inc. | ReducedHistory | 60629 | −569−90.5% | $465$2.54K | −$4.41K | <0.1%<0.1% | 0.00 |
| ACTUActuate Therapeutics, Inc. | NewHistory | 700 | +70 | $469$0 | +$469 | <0.1%0.0% | 0.00 |
| OMEROmeros Corp | ReducedHistory | 115183 | −68−37.2% | $472$549 | −$279.1 | <0.1%<0.1% | 0.00 |
| WWRWestwater Resources, Inc. | UnchangedHistory | 500500 | 00.0% | $474$301 | $0 | <0.1%<0.1% | 0.00 |
| MERCMercer International Inc. | ReducedHistory | 168443 | −275−62.1% | $484$1.55K | −$792.26 | <0.1%<0.1% | 0.00 |
| BHCBausch Health Companies Inc. | UnchangedHistory | 7575 | 00.0% | $484$500 | $0 | <0.1%<0.1% | 0.00 |
| INRInfinity Natural Resources, Inc. | ReducedHistory | 37381 | −344−90.3% | $485$6.98K | −$4.51K | <0.1%<0.1% | 0.00 |
| CNTACentessa Pharmaceuticals plc | UnchangedHistory | 2020 | 00.0% | $485$263 | $0 | <0.1%<0.1% | 0.00 |
| NNNextnav Inc. | ReducedHistory | 34106 | −72−67.9% | $487$1.61K | −$1.03K | <0.1%<0.1% | 0.00 |
| LCTXLineage Cell Therapeutics, Inc. | ReducedHistory | 2881,002 | −714−71.3% | $487$909 | −$1.21K | <0.1%<0.1% | 0.00 |
| AVXLAnavex Life Sciences Corp. | ReducedHistory | 5578 | −23−29.5% | $490$719 | −$204.91 | <0.1%<0.1% | 0.00 |
| RANIRani Therapeutics Holdings, Inc. | NewHistory | 9800 | +980 | $490$0 | +$490 | <0.1%0.0% | 0.00 |
| COFSChoiceone Financial Services Inc | ReducedHistory | 1718 | −1−5.6% | $492$517 | −$28.94 | <0.1%<0.1% | 0.00 |
| LOBLive Oak Bancshares, Inc. | UnchangedHistory | 1414 | 00.0% | $493$417 | $0 | <0.1%<0.1% | 0.00 |
| EVOEvotec SE | NewHistory | 1360 | +136 | $494$0 | +$494 | <0.1%0.0% | 0.00 |
| MIRAMira Pharmaceuticals, Inc. | NewHistory | 3650 | +365 | $496$0 | +$496 | <0.1%0.0% | 0.00 |
| INSEInspired Entertainment, Inc. | UnchangedHistory | 5353 | 00.0% | $497$433 | $0 | <0.1%<0.1% | 0.00 |
| LWAYLifeway Foods, Inc. | UnchangedHistory | 1818 | 00.0% | $500$444 | $0 | <0.1%<0.1% | 0.00 |
| MURAMural Oncology plc | NewHistory | 2430 | +243 | $503$0 | +$503 | <0.1%0.0% | 0.00 |
| BMGLBasel Medical Group Ltd | NewHistory | 2770 | +277 | $504$0 | +$504 | <0.1%0.0% | 0.00 |
| BETRBetter Home & Finance Holding Co | NewHistory | 90 | +9 | $505$0 | +$505 | <0.1%0.0% | 0.00 |
| ESOAEnergy Services of America CORP | NewHistory | 490 | +49 | $507$0 | +$507 | <0.1%0.0% | 0.00 |
| SMTISanara MedTech Inc. | AddedHistory | 167 | +9+128.6% | $508$199 | +$285.75 | <0.1%<0.1% | 0.00 |
| SIDNational Steel Co | ReducedHistory | 3405,674 | −5,334−94.0% | $510$7.94K | −$8.00K | <0.1%<0.1% | 0.00 |
| PIMCO ETF Tr72201R627 | Unchanged– | 1010 | 00.0% | $511$510 | $0 | <0.1%<0.1% | 0.00 |
| NPWRNet Power Inc. | ReducedHistory | 171303 | −132−43.6% | $515$748 | −$397.54 | <0.1%<0.1% | 0.00 |
| NODKNI Holdings, Inc. | AddedHistory | 3814 | +24+171.4% | $515$178 | +$325.26 | <0.1%<0.1% | 0.00 |
| ATSATS Corp | UnchangedHistory | 2020 | 00.0% | $524$638 | $0 | <0.1%<0.1% | 0.00 |
| ACTGAcacia Research Corp | ReducedHistory | 1622,891 | −2,729−94.4% | $527$10.3K | −$8.88K | <0.1%<0.1% | 0.00 |
| VOCVOC Energy Trust | UnchangedHistory | 180180 | 00.0% | $527$515 | $0 | <0.1%<0.1% | 0.00 |
| TELOTelomir Pharmaceuticals, Inc. | AddedHistory | 37946 | +333+723.9% | $527$58 | +$463.04 | <0.1%<0.1% | 0.00 |
| CEVACeva Inc | ReducedHistory | 2067 | −47−70.1% | $528$1.47K | −$1.24K | <0.1%<0.1% | 0.00 |
| DHCDiversified Healthcare Trust | UnchangedHistory | 120120 | 00.0% | $529$429 | $0 | <0.1%<0.1% | 0.00 |
| HBIOHarvard Bioscience Inc | ReducedHistory | 1,2191,377 | −158−11.5% | $535$611 | −$69.34 | <0.1%<0.1% | 0.00 |
| FCCOFirst Community Corp | NewHistory | 190 | +19 | $536$0 | +$536 | <0.1%0.0% | 0.00 |
| GRPNGroupon, Inc. | AddedHistory | 2315 | +8+53.3% | $537$502 | +$186.78 | <0.1%<0.1% | 0.00 |
| PALProficient Auto Logistics, Inc | AddedHistory | 7832 | +46+143.8% | $537$232 | +$316.69 | <0.1%<0.1% | 0.00 |
| CLMBClimb Global Solutions, Inc. | ReducedHistory | 437 | −33−89.2% | $539$3.96K | −$4.45K | <0.1%<0.1% | 0.00 |
| ABUSArbutus Biopharma Corp | ReducedHistory | 119169 | −50−29.6% | $540$522 | −$226.89 | <0.1%<0.1% | 0.00 |
| RZLTRezolute, Inc. | NewHistory | 580 | +58 | $545$0 | +$545 | <0.1%0.0% | 0.00 |
| DVAXDynavax Technologies Corp | ReducedHistory | 55114 | −59−51.8% | $546$1.13K | −$585.71 | <0.1%<0.1% | 0.00 |
| SCLXScilex Holding Co | NewHistory | 280 | +28 | $551$0 | +$551 | <0.1%0.0% | 0.00 |
| SOLEmeren Group Ltd | AddedHistory | 293192 | +101+52.6% | $554$359 | +$190.97 | <0.1%<0.1% | 0.00 |
| CTRNCiti Trends Inc | NewHistory | 180 | +18 | $558$0 | +$558 | <0.1%0.0% | 0.00 |
| EUenCore Energy Corp. | UnchangedHistory | 174174 | 00.0% | $559$498 | $0 | <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.