EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings changes from Q1 2026 to Q2 2026
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 211
- Est. +$17.7M
- Added
- 1,404
- Est. +$120.9M
- Reduced
- 2,414
- Est. −$796.8M
- Sold out
- 206
- Est. −$17.3M
Portfolio value went from $3.27B to $2.96B (−$307.8M (−9.4%)); positions from 4,380 to 4,385 (+5).
All Q2 2026 holdingsAll Q1 2026 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2026 and the gray one below is Q1 2026. For stocks that split between the two quarters, Q1 2026 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Bed Bath & Beyond Inc075896159 | Unchanged– | 11 | 00.0% | $0$1 | $0 | 0.0%<0.1% | 0.00 |
| HOSTHost Digital Inc. | UnchangedHistory | 11 | 00.0% | $0$0 | $0 | 0.0%0.0% | 0.00 |
| OPENZOpendoor Technologies Inc. | UnchangedHistory | 22 | 00.0% | $0$0 | $0 | 0.0%0.0% | 0.00 |
| OPENWOpendoor Technologies Inc. | UnchangedHistory | 22 | 00.0% | $1$1 | $0 | <0.1%<0.1% | 0.00 |
| OPENLOpendoor Technologies Inc. | UnchangedHistory | 22 | 00.0% | $1$0 | $0 | <0.1%0.0% | 0.00 |
| TXMDTherapeuticsMD, Inc. | UnchangedHistory | 11 | 00.0% | $2$2 | $0 | <0.1%<0.1% | 0.00 |
| WKHSWorkhorse Group Inc. | UnchangedHistory | 11 | 00.0% | $3$3 | $0 | <0.1%<0.1% | 0.00 |
| TSEOQTrinseo PLC | ReducedHistory | 5,3755,430 | −55−1.0% | $9$570 | −$0.09 | <0.1%<0.1% | 0.00 |
| Vanguard Intl Equity Index F922042874 | Reduced– | 040 | −40−100.0% | $11$3.31K | – | <0.1%<0.1% | 0.00 |
| LFCRLifecore Biomedical, Inc. | ReducedHistory | 240 | −38−95.0% | $11$148 | −$209 | <0.1%<0.1% | 0.00 |
| Victory Portfolios II92647N782 | Unchanged– | 00 | 0 | $12$11 | – | <0.1%<0.1% | 0.00 |
| J P Morgan Exchange Traded F46641Q373 | Unchanged– | 00 | 0 | $13$12 | – | <0.1%<0.1% | 0.00 |
| INFQInfleqtion, Inc. | NewHistory | 10 | +1 | $13$0 | +$13 | <0.1%0.0% | 0.00 |
| KNDIKandi Technologies Group, Inc. | NewHistory | 200 | +20 | $14$0 | +$14 | <0.1%0.0% | 0.00 |
| HTZWWHertz Global Holdings, Inc | AddedHistory | 1613 | +3+23.1% | $17$30 | +$3.19 | <0.1%<0.1% | 0.00 |
| ACRACRES Commercial Realty Corp. | UnchangedHistory | 11 | 00.0% | $18$19 | $0 | <0.1%<0.1% | 0.00 |
| SESSES AI Corp | ReducedHistory | 202,003 | −1,983−99.0% | $19$1.93K | −$1.88K | <0.1%<0.1% | 0.00 |
| OPADOfferpad Solutions Inc. | ReducedConverted for a 1-for-10 splitHistory | 44 | −0−7.0% | $20$28 | −$1.5 | <0.1%<0.1% | 0.00 |
| KSCPKnightscope, Inc. | ReducedHistory | 10172 | −162−94.2% | $21$717 | −$340.2 | <0.1%<0.1% | 0.00 |
| GameStop Corp Class36467W117 | Reduced– | 8130 | −122−93.8% | $23$502 | −$350.75 | <0.1%<0.1% | 0.00 |
| VRMVroom, Inc. | ReducedHistory | 34 | −1−25.0% | $23$53 | −$7.67 | <0.1%<0.1% | 0.00 |
| NRGVEnergy Vault Holdings, Inc. | NewHistory | 50 | +5 | $24$0 | +$24 | <0.1%0.0% | 0.00 |
| LFTOLiftoff Mobile, Inc. | NewHistory | 10 | +1 | $24$0 | +$24 | <0.1%0.0% | 0.00 |
| SAFXXCF Global, Inc. | ReducedHistory | 6577 | −12−15.6% | $28$27 | −$5.17 | <0.1%<0.1% | 0.00 |
| LAESSEALSQ Corp | NewHistory | 90 | +9 | $28$0 | +$28 | <0.1%0.0% | 0.00 |
| SBDSSolo Brands, Inc. | ReducedHistory | 911 | −2−18.2% | $31$41 | −$6.89 | <0.1%<0.1% | 0.00 |
| RCATRed Cat Holdings, Inc. | ReducedHistory | 31,541 | −1,538−99.8% | $32$20.2K | −$16.4K | <0.1%<0.1% | 0.00 |
| MREOMereo BioPharma Group plc | UnchangedHistory | 100100 | 00.0% | $32$33 | $0 | <0.1%<0.1% | 0.00 |
| SLSNSolesence, Inc. | AddedHistory | 455 | +40+800.0% | $33$5 | +$29.33 | <0.1%<0.1% | 0.00 |
| KRMDKORU Medical Systems, Inc. | NewHistory | 80 | +8 | $34$0 | +$34 | <0.1%0.0% | 0.00 |
| DMACDiaMedica Therapeutics Inc. | UnchangedHistory | 55 | 00.0% | $35$34 | $0 | <0.1%<0.1% | 0.00 |
| iShares Tr46432F859 | Reduced– | 12 | −1−50.0% | $36$72 | −$36 | <0.1%<0.1% | 0.00 |
| MLPMaui Land & Pineapple Co Inc | AddedHistory | 21 | +1+100.0% | $36$15 | +$18 | <0.1%<0.1% | 0.00 |
| MTNBMatinas BioPharma Holdings, Inc. | UnchangedHistory | 6060 | 00.0% | $37$30 | $0 | <0.1%<0.1% | 0.00 |
| GENVRGen Digital Inc. | UnchangedHistory | 2929 | 00.0% | $37$13 | $0 | <0.1%<0.1% | 0.00 |
| CVCapsoVision, Inc | AddedHistory | 51 | +4+400.0% | $38$7 | +$30.4 | <0.1%<0.1% | 0.00 |
| CRMTAmericas Carmart Inc | ReducedHistory | 14100 | −86−86.0% | $39$1.27K | −$239.57 | <0.1%<0.1% | 0.00 |
| PSIXPower Solutions International, Inc. | UnchangedHistory | 11 | 00.0% | $39$61 | $0 | <0.1%<0.1% | 0.00 |
| CLLSCellectis S.A. | UnchangedHistory | 1313 | 00.0% | $39$41 | $0 | <0.1%<0.1% | 0.00 |
| CDChaince Digital Holdings Inc. | NewHistory | 90 | +9 | $39$0 | +$39 | <0.1%0.0% | 0.00 |
| ELMTElmet Group Co. | NewHistory | 20 | +2 | $39$0 | +$39 | <0.1%0.0% | 0.00 |
| BYRNByrna Technologies Inc. | ReducedHistory | 6267 | −261−97.8% | $40$2.45K | −$1.74K | <0.1%<0.1% | 0.00 |
| FBRTFranklin BSP Realty Trust, Inc. | ReducedHistory | 524 | −19−79.2% | $41$204 | −$155.8 | <0.1%<0.1% | 0.00 |
| RRRichtech Robotics Inc. | NewHistory | 200 | +20 | $42$0 | +$42 | <0.1%0.0% | 0.00 |
| Tidal ETF Tr886364181 | Unchanged– | 11 | 00.0% | $45$38 | $0 | <0.1%<0.1% | 0.00 |
| TCITranscontinental Realty Investors Inc | ReducedHistory | 12 | −1−50.0% | $46$70 | −$46 | <0.1%<0.1% | 0.00 |
| FUBOFuboTV Inc. | NewHistory | 50 | +5 | $46$0 | +$46 | <0.1%0.0% | 0.00 |
| SPWRSunPower Inc. | ReducedHistory | 70612 | −542−88.6% | $48$777 | −$371.66 | <0.1%<0.1% | 0.00 |
| Subversive Congressional Democrats Trading ETF886364199 | Reduced– | 114 | −13−92.9% | $51$591 | −$663 | <0.1%<0.1% | 0.00 |
| EZPZFranklin Crypto Trust | UnchangedHistory | 44 | 00.0% | $55$65 | $0 | <0.1%<0.1% | 0.00 |
| CHPTChargePoint Holdings, Inc. | UnchangedHistory | 1010 | 00.0% | $59$49 | $0 | <0.1%<0.1% | 0.00 |
| LVWRLiveWire Group, Inc. | ReducedHistory | 55136 | −81−59.6% | $61$226 | −$89.84 | <0.1%<0.1% | 0.00 |
| FLLFull House Resorts Inc | ReducedHistory | 2271 | −49−69.0% | $61$160 | −$135.86 | <0.1%<0.1% | 0.00 |
| Victory Portfolios II92647N824 | Unchanged– | 11 | 00.0% | $61$58 | $0 | <0.1%<0.1% | 0.00 |
| DBX ETF Tr23306X308 | New– | 10 | +1 | $62$0 | +$62 | <0.1%0.0% | 0.00 |
| BEEPMobile Infrastructure Corp | AddedHistory | 4613 | +33+253.8% | $64$28 | +$45.91 | <0.1%<0.1% | 0.00 |
| VGASVerde Clean Fuels, Inc. | AddedHistory | 6432 | +32+100.0% | $65$53 | +$32.5 | <0.1%<0.1% | 0.00 |
| LBRXLB Pharmaceuticals Inc | AddedHistory | 21 | +1+100.0% | $65$25 | +$32.5 | <0.1%<0.1% | 0.00 |
| PPHCPublic Policy Holding Company, Inc. | NewHistory | 90 | +9 | $67$0 | +$67 | <0.1%0.0% | 0.00 |
| RBKBRhinebeck Bancorp, Inc. | NewHistory | 40 | +4 | $69$0 | +$69 | <0.1%0.0% | 0.00 |
| CSANYCosan S.A. | ReducedHistory | 252,651 | −2,626−99.1% | $72$10.9K | −$7.56K | <0.1%<0.1% | 0.00 |
| VHIValhi Inc | AddedHistory | 53 | +2+66.7% | $74$43 | +$29.6 | <0.1%<0.1% | 0.00 |
| Vanguard Malvern FDS922020730 | Unchanged– | 11 | 00.0% | $76$76 | $0 | <0.1%<0.1% | 0.00 |
| STLNStarling Oncology, Inc. | AddedHistory | 1413 | +1+7.7% | $76$40 | +$5.43 | <0.1%<0.1% | 0.00 |
| LMBLimbach Holdings, Inc. | ReducedHistory | 18 | −7−87.5% | $77$624 | −$539 | <0.1%<0.1% | 0.00 |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | Unchanged– | 33 | 00.0% | $81$90 | $0 | <0.1%<0.1% | 0.00 |
| CIACitizens, Inc. | AddedHistory | 143 | +11+366.7% | $81$15 | +$63.64 | <0.1%<0.1% | 0.00 |
| PAAIParadium.AI, Inc. | AddedHistory | 977 | +90+1,285.7% | $81$15 | +$75.15 | <0.1%<0.1% | 0.00 |
| BTAIQBioXcel Therapeutics, Inc. | UnchangedHistory | 6060 | 00.0% | $85$80 | $0 | <0.1%<0.1% | 0.00 |
| SSYSStratasys Ltd. | ReducedHistory | 1020 | −10−50.0% | $86$156 | −$86 | <0.1%<0.1% | 0.00 |
| STRSStratus Properties Inc | ReducedHistory | 34 | −1−25.0% | $86$123 | −$28.67 | <0.1%<0.1% | 0.00 |
| TVRDTvardi Therapeutics, Inc. | ReducedHistory | 4667 | −21−31.3% | $88$213 | −$40.17 | <0.1%<0.1% | 0.00 |
| Kraneshares Tr500767835 | Unchanged– | 66 | 00.0% | $88$95 | $0 | <0.1%<0.1% | 0.00 |
| AMBQAmbiq Micro, Inc. | ReducedHistory | 12 | −1−50.0% | $88$51 | −$88 | <0.1%<0.1% | 0.00 |
| ARLAmerican Realty Investors Inc | UnchangedHistory | 44 | 00.0% | $89$62 | $0 | <0.1%<0.1% | 0.00 |
| XRXDWXerox Holdings Corp | ReducedHistory | 326369 | −43−11.7% | $90$34 | −$11.87 | <0.1%<0.1% | 0.00 |
| RSVRReservoir Media, Inc. | AddedHistory | 92 | +7+350.0% | $90$20 | +$70 | <0.1%<0.1% | 0.00 |
| USBCUSBC, Inc. | ReducedHistory | 2955,583 | −5,288−94.7% | $92$2.16K | −$1.65K | <0.1%<0.1% | 0.00 |
| iShares Tr46435G474 | Reduced– | 3300 | −297−99.0% | $93$8.03K | −$9.21K | <0.1%<0.1% | 0.00 |
| NEONNeonode Inc. | AddedHistory | 10074 | +26+35.1% | $94$103 | +$24.44 | <0.1%<0.1% | 0.00 |
| INBXInhibrx Biosciences, Inc. | ReducedHistory | 1258 | −257−99.6% | $95$17.3K | −$24.4K | <0.1%<0.1% | 0.00 |
| TYGTortoise Energy Infrastructure Corp | UnchangedHistory | 22 | 00.0% | $97$109 | $0 | <0.1%<0.1% | 0.00 |
| GAIAGaia, Inc | ReducedHistory | 4650 | −4−8.0% | $98$139 | −$8.52 | <0.1%<0.1% | 0.00 |
| TBNTamboran Resources Corp | NewHistory | 30 | +3 | $98$0 | +$98 | <0.1%0.0% | 0.00 |
| MPTIM-tron Industries, Inc. | UnchangedHistory | 11 | 00.0% | $99$67 | $0 | <0.1%<0.1% | 0.00 |
| CIXCompx International Inc | ReducedHistory | 46 | −2−33.3% | $100$141 | −$50 | <0.1%<0.1% | 0.00 |
| ZOMDFZomedica Corp. | NewHistory | 1,0000 | +1,000 | $100$0 | +$100 | <0.1%0.0% | 0.00 |
| ACRSAclaris Therapeutics, Inc. | ReducedHistory | 19477 | −458−96.0% | $101$1.79K | −$2.43K | <0.1%<0.1% | 0.00 |
| iShares Tr46434V100 | Unchanged– | 22 | 00.0% | $101$101 | $0 | <0.1%<0.1% | 0.00 |
| CATXPerspective Therapeutics, Inc. | ReducedHistory | 3035 | −5−14.3% | $102$146 | −$17 | <0.1%<0.1% | 0.00 |
| CGCCanopy Growth Corp | NewHistory | 1100 | +110 | $105$0 | +$105 | <0.1%0.0% | 0.00 |
| OPENOpendoor Technologies Inc. | ReducedHistory | 23128 | −105−82.0% | $106$599 | −$483.91 | <0.1%<0.1% | 0.00 |
| STRWStrawberry Fields REIT, Inc. | ReducedHistory | 812 | −4−33.3% | $110$144 | −$55 | <0.1%<0.1% | 0.00 |
| SNWVSANUWAVE Health, Inc. | AddedHistory | 117 | +4+57.1% | $110$121 | +$40 | <0.1%<0.1% | 0.00 |
| WisdomTree Tr97717W208 | Unchanged– | 11 | 00.0% | $114$109 | $0 | <0.1%<0.1% | 0.00 |
| BZUNBaozun Inc. | ReducedHistory | 4182 | −41−50.0% | $116$196 | −$116 | <0.1%<0.1% | 0.00 |
| AOUTAmerican Outdoor Brands, Inc. | NewHistory | 100 | +10 | $116$0 | +$116 | <0.1%0.0% | 0.00 |
| TMCTMC the metals Co Inc. | NewHistory | 260 | +26 | $116$0 | +$116 | <0.1%0.0% | 0.00 |
| GLSIGreenwich LifeSciences, Inc. | ReducedHistory | 58 | −3−37.5% | $117$192 | −$70.2 | <0.1%<0.1% | 0.00 |
| CMTCore Molding Technologies Inc | ReducedHistory | 525 | −20−80.0% | $118$560 | −$472 | <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.