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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
4,385
+5 vs. Q1 2026
Portfolio value
$2.96B
−$307.8M (−9.4%) vs. Q1 2026
Filed
Jul 24, 2026
SEC
Holdings of EverSource Wealth Advisors, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
HCWCHost Digital Inc.CL A1$00.0%00.0%UnchangedHistory
OPENZOpendoor Technologies Inc.*W EXP 11/20/2022$00.0%00.0%UnchangedHistory
Bed Bath & Beyond Inc075896159*W EXP 10/07/2021$00.0%00.0%Unchanged–
OPENWOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%00.0%UnchangedHistory
OPENLOpendoor Technologies Inc.*W EXP 11/20/2022$1<0.1%00.0%UnchangedHistory
TXMDTherapeuticsMD, Inc.COM NEW1$2<0.1%00.0%UnchangedHistory
WKHSWorkhorse Group Inc.COM NEW1$3<0.1%00.0%UnchangedHistory
TSEOQTrinseo PLCCOM5,375$9<0.1%−55−1.0%ReducedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF0$11<0.1%−40−100.0%Reduced–
LFCRLifecore Biomedical, Inc. DECOM2$11<0.1%−38−95.0%ReducedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH0$12<0.1%0Unchanged–
J P Morgan Exchange Traded F46641Q373BETABUILDERS I0$13<0.1%0Unchanged–
INFQInfleqtion, Inc.COM SHS1$13<0.1%+1NewHistory
KNDIKandi Technologies Group, Inc.USD ORD SHS20$14<0.1%+20NewHistory
HTZWWHertz Global Holdings, IncCommon Stock16$17<0.1%+3+23.1%AddedHistory
ACRACRES Commercial Realty Corp.COM NEW1$18<0.1%00.0%UnchangedHistory
SESSES AI CorpCL A COM20$19<0.1%−1,983−99.0%ReducedHistory
OPADOfferpad Solutions Inc.COM CL A4$20<0.1%−0−7.0%ReducedConverted for a 1-for-10 splitHistory
KSCPKnightscope, Inc.CL A NEW10$21<0.1%−162−94.2%ReducedHistory
GameStop Corp Class36467W117*W EXP 10/30/2028$23<0.1%−122−93.8%Reduced–
VRMVroom, Inc.COM NEW3$23<0.1%−1−25.0%ReducedHistory
NRGVEnergy Vault Holdings, Inc.COM5$24<0.1%+5NewHistory
LFTOLiftoff Mobile, Inc.COM1$24<0.1%+1NewHistory
LAESSEALSQ CorpORD SHS9$28<0.1%+9NewHistory
SAFXXCF Global, Inc.COM CL A65$28<0.1%−12−15.6%ReducedHistory
SBDSSolo Brands, Inc.COM CL A NEW9$31<0.1%−2−18.2%ReducedHistory
RCATRed Cat Holdings, Inc.Stock3$32<0.1%−1,538−99.8%ReducedHistory
MREOMereo BioPharma Group plcSPON ADS100$32<0.1%00.0%UnchangedHistory
SLSNSolesence, Inc.COM45$33<0.1%+40+800.0%AddedHistory
KRMDKORU Medical Systems, Inc.COM8$34<0.1%+8NewHistory
DMACDiaMedica Therapeutics Inc.COM NEW5$35<0.1%00.0%UnchangedHistory
iShares Tr46432F859CORE 1 5 YR USD1$36<0.1%−1−50.0%Reduced–
MLPMaui Land & Pineapple Co IncCOM2$36<0.1%+1+100.0%AddedHistory
MTNBMatinas BioPharma Holdings, Inc.COM NEW60$37<0.1%00.0%UnchangedHistory
GENVRGen Digital Inc.COM29$37<0.1%00.0%UnchangedHistory
CVCapsoVision, IncCOM5$38<0.1%+4+400.0%AddedHistory
PSIXPower Solutions International, Inc.Stock1$39<0.1%00.0%UnchangedHistory
CRMTAmericas Carmart IncCOM14$39<0.1%−86−86.0%ReducedHistory
CDChaince Digital Holdings Inc.ORDINARY SHARES9$39<0.1%+9NewHistory
ELMTElmet Group Co.COMMON STOCK2$39<0.1%+2NewHistory
CLLSCellectis S.A.SPON ADS13$39<0.1%00.0%UnchangedHistory
BYRNByrna Technologies Inc.COM NEW6$40<0.1%−261−97.8%ReducedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK5$41<0.1%−19−79.2%ReducedHistory
RRRichtech Robotics Inc.CL B20$42<0.1%+20NewHistory
Tidal ETF Tr886364181UNUSUAL WHALE SU1$45<0.1%00.0%Unchanged–
FUBOFuboTV Inc.COM NEW CL A5$46<0.1%+5NewHistory
TCITranscontinental Realty Investors IncCOM NEW1$46<0.1%−1−50.0%ReducedHistory
SPWRSunPower Inc.COM70$48<0.1%−542−88.6%ReducedHistory
Subversive Congressional Democrats Trading ETF886364199ETF1$51<0.1%−13−92.9%Reduced–
EZPZFranklin Crypto TrustETP4$55<0.1%00.0%UnchangedHistory
CHPTChargePoint Holdings, Inc.Stock10$59<0.1%00.0%UnchangedHistory
Victory Portfolios II92647N824VCSHS US EQ INCM1$61<0.1%00.0%Unchanged–
FLLFull House Resorts IncCOM22$61<0.1%−49−69.0%ReducedHistory
LVWRLiveWire Group, Inc.COM55$61<0.1%−81−59.6%ReducedHistory
DBX ETF Tr23306X308XTRACKRS S&P 5001$62<0.1%+1New–
BEEPMobile Infrastructure CorpCOM SHS46$64<0.1%+33+253.8%AddedHistory
LBRXLB Pharmaceuticals IncCOM SHS2$65<0.1%+1+100.0%AddedHistory
VGASVerde Clean Fuels, Inc.CLASS A COM64$65<0.1%+32+100.0%AddedHistory
PPHCPublic Policy Holding Company, Inc.ORD SHS9$67<0.1%+9NewHistory
RBKBRhinebeck Bancorp, Inc.COM4$69<0.1%+4NewHistory
CSANCosan S.A.ADS25$72<0.1%−2,626−99.1%ReducedHistory
VHIValhi IncCOM5$74<0.1%+2+66.7%AddedHistory
Vanguard Malvern FDS922020730SHOR DURA BD ETF1$76<0.1%00.0%Unchanged–
STLNStarling Oncology, Inc.COM14$76<0.1%+1+7.7%AddedHistory
LMBLimbach Holdings, Inc.COM1$77<0.1%−7−87.5%ReducedHistory
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$81<0.1%00.0%Unchanged–
CIACitizens, Inc.CL A14$81<0.1%+11+366.7%AddedHistory
PAAIParadium.AI, Inc.COM97$81<0.1%+90+1,285.7%AddedHistory
BTAIQBioXcel Therapeutics, Inc.COM NEW60$85<0.1%00.0%UnchangedHistory
SSYSStratasys Ltd.SHS10$86<0.1%−10−50.0%ReducedHistory
STRSStratus Properties IncCOM NEW3$86<0.1%−1−25.0%ReducedHistory
AMBQAmbiq Micro, Inc.COMMON STOCK1$88<0.1%−1−50.0%ReducedHistory
TVRDTvardi Therapeutics, Inc.COM46$88<0.1%−21−31.3%ReducedHistory
Kraneshares Tr500767835MSCI ALL CHINA6$88<0.1%00.0%Unchanged–
ARLAmerican Realty Investors IncCOM4$89<0.1%00.0%UnchangedHistory
RSVRReservoir Media, Inc.COM9$90<0.1%+7+350.0%AddedHistory
XRXDWXerox Holdings Corp*W EXP 02/11/202326$90<0.1%−43−11.7%ReducedHistory
USBCUSBC, Inc.COM NEW295$92<0.1%−5,288−94.7%ReducedHistory
iShares Tr46435G474FALN ANGLS USD3$93<0.1%−297−99.0%Reduced–
NEONNeonode Inc.COM PAR100$94<0.1%+26+35.1%AddedHistory
INBXInhibrx Biosciences, Inc.COM1$95<0.1%−257−99.6%ReducedHistory
TYGTortoise Energy Infrastructure CorpCOM2$97<0.1%00.0%UnchangedHistory
GAIAGaia, IncCL A46$98<0.1%−4−8.0%ReducedHistory
TBNTamboran Resources CorpCOM3$98<0.1%+3NewHistory
MPTIM-tron Industries, Inc.COM1$99<0.1%00.0%UnchangedHistory
CIXCompx International IncCL A4$100<0.1%−2−33.3%ReducedHistory
ZOMDFZomedica Corp.COM1,000$100<0.1%+1,000NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%Unchanged–
ACRSAclaris Therapeutics, Inc.COM19$101<0.1%−458−96.0%ReducedHistory
CATXPerspective Therapeutics, Inc.COM NEW30$102<0.1%−5−14.3%ReducedHistory
CGCCanopy Growth CorpCOM NEW110$105<0.1%+110NewHistory
OPENOpendoor Technologies Inc.COM23$106<0.1%−105−82.0%ReducedHistory
SNWVSANUWAVE Health, Inc.COM11$110<0.1%+4+57.1%AddedHistory
STRWStrawberry Fields REIT, Inc.COM8$110<0.1%−4−33.3%ReducedHistory
WisdomTree Tr97717W208US HIGH DIVIDEND1$114<0.1%00.0%Unchanged–
AOUTAmerican Outdoor Brands, Inc.COM10$116<0.1%+10NewHistory
BZUNBaozun Inc.SPONSORED ADR41$116<0.1%−41−50.0%ReducedHistory
TMCTMC the metals Co Inc.COM26$116<0.1%+26NewHistory
GLSIGreenwich LifeSciences, Inc.COM5$117<0.1%−3−37.5%ReducedHistory
CMTCore Molding Technologies IncCOM5$118<0.1%−20−80.0%ReducedHistory

Options (7)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q2 2026
SecurityClassPutsCalls
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$2.02M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$1.36M–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$821.4K–
SPYSPDR S&P 500 ETF TrustETF$298.7K–
SoFi Technologies Inc CLL Opt 12/26 16.0 Cal8592889WWStock–$8.96K
Summit Therapeutics Inc CLL Opt 10/26 14.0 Cal8500699RNStock–$7.29K
Snap Inc CLL Opt 10/26 6.0 Cal8500739XRStock–$4.44K

Sold out since Q1 2026 (206)

Positions held at the end of Q1 2026 that are gone from this filing.

The largest 100 of 206 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
XOMExxonMobil Holdings CorpCOM60,927$10.3M0.3%History
HONHoneywell International IncCOM4,901$1.11M<0.1%History
BOILProShares Trust IIETF33,534$540.6K<0.1%History
GROBrazil Potash Corp.COMMON SHARES138,839$449.8K<0.1%History
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$441.7K<0.1%–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$280.0K<0.1%–
CTRACoterra Energy Inc.Stock7,515$264.1K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF2,390$228.8K<0.1%–
Nextplat Corp Com New68557F100Stock580,686$216.0K<0.1%–
TERNTerns Pharmaceuticals, Inc.COM3,689$194.5K<0.1%History
MASIMasimo CorpCOM1,064$189.3K<0.1%History
ALSumisho Air Lease CorpCL A2,436$158.2K<0.1%History
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$138.1K<0.1%–
TRIThomson Reuters CorpCOM NO PAR1,318$118.6K<0.1%History
HOLXHologic IncCOM1,450$109.6K<0.1%History
MCWMister Car Wash, Inc.COM15,125$105.4K<0.1%History
PRAProassurance CorpCOM4,059$100.3K<0.1%History
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$90.2K<0.1%–
OSOneStream, Inc.CL A3,626$87.0K<0.1%History
TPHTri Pointe Homes, Inc.COM1,756$82.1K<0.1%History
PFLTPennantPark Floating Rate Capital Ltd.COM10,001$80.4K<0.1%History
HTBKHeritage Commerce CorpCOM6,391$79.8K<0.1%History
CSGSCSG Systems International IncCOM973$77.8K<0.1%History
OXLCOxford Lane Capital Corp.COM7,000$68.5K<0.1%History
USALiberty All Star Equity FundSH BEN INT12,000$66.6K<0.1%History
IAUXi-80 Gold Corp.COM43,322$65.8K<0.1%History
American Centy ETF Tr025072372EMERGING MKT VAL1,075$64.5K<0.1%–
Clearway Energy, Inc.18539C105CL A1,451$56.8K<0.1%–
CWANClearwater Analytics Holdings, Inc.CL A2,367$56.0K<0.1%History
APLSApellis Pharmaceuticals, Inc.COM1,219$49.0K<0.1%History
SPDR Index Shs FDS78463X541ST STR NAT ETF633$47.3K<0.1%–
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$47.0K<0.1%History
SEESealed Air CorpCOM1,067$44.9K<0.1%History
GTESGates Industrial Corp Ltd.ORD SHS1,973$44.6K<0.1%History
DHILDiamond Hill Investment Group IncCOM NEW259$44.6K<0.1%History
MAPSWM Technology, Inc.COM62,989$41.5K<0.1%History
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$39.3K<0.1%History
FOLDAmicus Therapeutics, Inc.COM2,700$39.0K<0.1%History
ABTCAmerican Bitcoin Corp.COM CL A40,000$37.0K<0.1%History
ANLAdlai Nortye Group Ltd.ADS4,794$33.2K<0.1%History
ProShares Tr74349Y498ULTRA XRP ETF8,888$32.8K<0.1%–
American Centy ETF Tr025072885US EQT ETF266$29.6K<0.1%–
BAKBraskem SASP ADR PFD A7,704$28.2K<0.1%History
STKLSunOpta Inc.COM4,333$28.1K<0.1%History
FFICFlushing Financial CorpCOM1,797$27.6K<0.1%History
GOFGuggenheim Strategic Opportunities FundCOM SBI2,461$27.1K<0.1%History
GPCRStructure Therapeutics Inc.SPONSORED ADS558$26.9K<0.1%History
NVRIEnviri CorpCOM1,315$25.8K<0.1%History
First Tr Exch Traded FD III33739E108PFD SECS INC ETF1,402$24.9K<0.1%–
VREVeris Residential, Inc.COM1,234$23.3K<0.1%History
SNCYSun Country Airlines Holdings, LLCCOM1,309$21.6K<0.1%History
PKSTPeakstone Realty TrustCommon Stock1,014$21.2K<0.1%History
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.1K<0.1%–
Carnival Corp Ltd.14365C103ADR719$18.5K<0.1%–
Abrdn ETFs003261104BBRG ALL COMD K1750$18.2K<0.1%–
iShares Tr464288257MSCI ACWI ETF130$18.0K<0.1%–
ALITAlight, Inc. / DelawareCOM CL A29,702$17.3K<0.1%History
EHABEnhabit, Inc.COM1,202$16.9K<0.1%History
American Centy ETF Tr025072364INTERNATIONAL LR226$16.9K<0.1%–
KENKenon Holdings Ltd.SHS205$16.9K<0.1%History
MHDBlackRock Muniholdings Fund, Inc.COM1,490$16.8K<0.1%History
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$16.1K<0.1%History
NBTXNanobiotix S.A.SPONSORED ADS514$15.9K<0.1%History
TRMDTORM plcSHS CL A506$14.1K<0.1%History
NWGLCL Workshop Group LtdADS16,584$14.0K<0.1%History
DAWNDay One Biopharmaceuticals, Inc.Stock637$13.7K<0.1%History
Vanguard S&P 500 Value ETF921932703ETF62$12.7K<0.1%–
CVGWCalavo Growers IncCOM483$12.5K<0.1%History
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$11.6K<0.1%History
BNY Mellon ETF Trust09661T107US LRG CP CORE92$11.5K<0.1%–
GDENNew Royal Holdco I Inc.COM403$10.8K<0.1%History
UDMYUdemy, Inc.COM2,328$10.8K<0.1%History
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$10.7K<0.1%History
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$10.5K<0.1%History
SLNOSoleno Therapeutics IncCOM301$10.1K<0.1%History
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9.94K<0.1%History
ADAGAdagene Inc.ADS2,473$9.69K<0.1%History
AKO.BAndina Bottling Co IncSPON ADR B370$9.33K<0.1%History
PHARPharming Group N.V.SPON ADS557$9.27K<0.1%History
DAOYoudao, Inc.SPONSORED ADS912$8.96K<0.1%History
ACLXArcellx, Inc.COMMON STOCK78$8.95K<0.1%History
MQMarqeta, Inc.CLASS A COM2,191$8.94K<0.1%History
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8.91K<0.1%–
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8.79K<0.1%History
MBUUMalibu Boats, Inc.COM CL A339$8.79K<0.1%History
FOCLEdap TMS SASPONSORED ADR2,330$8.67K<0.1%History
Sprott FDS Tr85208P303URANIUM MINERS E134$8.46K<0.1%–
EVAXEvaxion A/SADR2,266$8.43K<0.1%History
SCOProShares Trust IIULSHT BLOOMB OIL1,000$8.32K<0.1%History
Northeast BK Portland Me66405S100COM74$8.32K<0.1%–
Bank First Corporation Com05676F108Stock60$8.10K<0.1%–
IONRioneer LtdADS1,888$8.03K<0.1%History
NKTRNektar TherapeuticsCOM111$7.99K<0.1%History
iShares Tr464288174GL TIMB FORE ETF111$7.86K<0.1%–
TURBTurbo Energy, S.A.SPON ADS2,861$7.64K<0.1%History
SEMRSEMrush Holdings, Inc.CL A COM624$7.45K<0.1%History
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7.20K<0.1%History
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6.95K<0.1%–
KWKennedy-Wilson Holdings, Inc.COM623$6.74K<0.1%History
TGENTecogen Inc.COM NEW2,500$6.40K<0.1%History