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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
EMBCEmbecta Corp.Stock1,485$4.84K<0.1%+1,213+446.0%AddedHistory
Advisorshares Ranger Equity Bear ETF00768Y883CEF295$4.86K<0.1%+295New–
SENEASeneca Foods CorpCL A28$4.87K<0.1%−17−37.8%ReducedHistory
DXCDXC Technology CoStock552$4.88K<0.1%+342+162.9%AddedHistory
ZYMEZymeworks Inc.COM187$4.89K<0.1%−31−14.2%ReducedHistory
PRLBProto Labs IncCOM60$4.89K<0.1%−411−87.3%ReducedHistory
Fidelity MSCI Information Technology Index ETF316092808ETF17$4.91K<0.1%−8−32.0%Reduced–
XRXXerox Holdings CorpCOM NEW1,572$4.92K<0.1%+956+155.2%AddedHistory
AMRAlpha Metallurgical Resources, Inc.COM30$4.95K<0.1%−63−67.7%ReducedHistory
KRUSKura Sushi USA, Inc.CL A COM86$4.95K<0.1%+79+1,128.6%AddedHistory
RUMRUM Group Inc.Stock781$4.95K<0.1%+240+44.4%AddedHistory
HSAIHesai GroupSPONSORED ADS273$4.97K<0.1%+235+618.4%AddedHistory
ESTAEstablishment Labs Holdings Inc.COM58$4.98K<0.1%+9+18.4%AddedHistory
INODInnodata IncCOM NEW66$4.99K<0.1%+16+32.0%AddedHistory
IVRInvesco Mortgage Capital Inc.COM633$5.00K<0.1%+412+186.4%AddedHistory
AXICYAXIA Energia S.A.SPON ADS PF CL C477$5.03K<0.1%−352−42.5%ReducedHistory
ECVTEcovyst Inc.COM405$5.04K<0.1%−1,428−77.9%ReducedHistory
IMMRImmersion CorpCOM747$5.06K<0.1%+624+507.3%AddedHistory
CPRXCatalyst Pharmaceuticals, Inc.COM161$5.06K<0.1%−286−64.0%ReducedHistory
PRMEPrime Medicine, Inc.COM1,376$5.08K<0.1%−624−31.2%ReducedHistory
PRKSUnited Parks & Resorts Inc.COM107$5.11K<0.1%+70+189.2%AddedHistory
BHBiglari Holdings Inc.COM STK CL B12$5.11K<0.1%+1+9.1%AddedHistory
ARRYArray Technologies, Inc.COM SHS691$5.12K<0.1%+270+64.1%AddedHistory
KSSKOHLS CorpStock290$5.14K<0.1%−73−20.1%ReducedHistory
SHOEShoe Station Group IncCOM348$5.16K<0.1%+166+91.2%AddedHistory
NIQNIQ Global Intelligence plcORDINARY SHARES555$5.19K<0.1%+548+7,828.6%AddedHistory
DSUBlackRock Debt Strategies Fund, Inc.COM NEW536$5.20K<0.1%00.0%UnchangedHistory
KULRKULR Technology Group, Inc.COM1,366$5.20K<0.1%+799+140.9%AddedHistory
ORBSEightco Holdings Inc.COM7,508$5.22K<0.1%+3,264+76.9%AddedHistory
SUZSuzano S.A.SPON ADS673$5.22K<0.1%−1,160−63.3%ReducedHistory
FLOCFlowco Holdings Inc.COM CL A245$5.23K<0.1%+163+198.8%AddedHistory
CAICaris Life Sciences, Inc.COM294$5.24K<0.1%+260+764.7%AddedHistory
HOVHovnanian Enterprises IncCL A NEW37$5.27K<0.1%−3−7.5%ReducedHistory
SYBTStock Yards Bancorp, Inc.COM69$5.28K<0.1%+47+213.6%AddedHistory
GICGlobal Industrial CoCOM158$5.29K<0.1%−59−27.2%ReducedHistory
PUMPProPetro Holding Corp.COM369$5.29K<0.1%−450−54.9%ReducedHistory
ANIPAni Pharmaceuticals IncCOM64$5.30K<0.1%+3+4.9%AddedHistory
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$5.30K<0.1%00.0%Unchanged–
PACBPacific Biosciences of California, Inc.COM3,183$5.35K<0.1%+398+14.3%AddedHistory
J P Morgan Exchange Traded F46641Q217BETABULDRS JAPAN71$5.35K<0.1%00.0%Unchanged–
AMRCAmeresco, Inc.CL A194$5.35K<0.1%−14−6.7%ReducedHistory
BTQBTQ Technologies Corp.COM1,000$5.39K<0.1%−575−36.5%ReducedHistory
ADArray Digital Infrastructure, Inc.COM149$5.40K<0.1%−240−61.7%ReducedHistory
CTKBCytek Biosciences, Inc.COM1,221$5.41K<0.1%−600−32.9%ReducedHistory
RHRHCOM33$5.44K<0.1%+15+83.3%AddedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK132$5.44K<0.1%−179−57.6%Reduced–
OFIXOrthofix Medical Inc.COM596$5.45K<0.1%−356−37.4%ReducedHistory
WNEBWestern New England Bancorp, Inc.COM381$5.45K<0.1%+10+2.7%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A68$5.47K<0.1%−2,655−97.5%ReducedHistory
DNLIDenali Therapeutics Inc.COM213$5.48K<0.1%−43−16.8%ReducedHistory
AIROAIRO Group Holdings, Inc.COM742$5.48K<0.1%+568+326.4%AddedHistory
ESRTEmpire State Realty Trust, Inc.CL A1,014$5.49K<0.1%+638+169.7%AddedHistory
RCUSArcus Biosciences, Inc.COM178$5.49K<0.1%−139−43.8%ReducedHistory
SBRSabine Royalty TrustUNIT BEN INT75$5.49K<0.1%+71+1,775.0%AddedHistory
KODKEastman Kodak CoCOM NEW596$5.51K<0.1%−62−9.4%ReducedHistory
NEXNNexxen International Ltd.SHS NEW612$5.53K<0.1%+297+94.3%AddedHistory
QUREuniQure N.V.SHS120$5.53K<0.1%+1+0.8%AddedHistory
BYDBoyd Gaming CorpCOM63$5.57K<0.1%−232−78.6%ReducedHistory
COGTCogent Biosciences, Inc.COM144$5.57K<0.1%−1,467−91.1%ReducedHistory
OPKOpko Health, Inc.COM3,727$5.59K<0.1%+193+5.5%AddedHistory
CYHCommunity Health Systems IncCOM1,684$5.63K<0.1%+903+115.6%AddedHistory
DMCDel Monte CorpORD202$5.64K<0.1%−328−61.9%ReducedHistory
HESMHess Midstream LPCL A SHS150$5.64K<0.1%−18−10.7%ReducedHistory
NKTRNektar TherapeuticsCOM NEW81$5.66K<0.1%+81NewHistory
ProShares Ultrashort Technology74347G101ETF500$5.66K<0.1%+500New–
iShares Tr4642874571 3 YR TREAS BD69$5.67K<0.1%00.0%Unchanged–
SPDR Series Trust78464A516ST INTL BBG ETF262$5.68K<0.1%00.0%Unchanged–
ELDNEledon Pharmaceuticals, Inc.COM1,443$5.68K<0.1%+537+59.3%AddedHistory
PLMRPalomar Holdings, Inc.Stock45$5.69K<0.1%−96−68.1%ReducedHistory
RGPResources Connection, Inc.COM1,340$5.70K<0.1%+337+33.6%AddedHistory
BVBrightView Holdings, Inc.COM402$5.70K<0.1%+377+1,508.0%AddedHistory
Tortoise Capital Series Trus890930308NORTH AMRCN PIPE136$5.70K<0.1%00.0%Unchanged–
RNACCartesian Therapeutics, Inc.COM NEW548$5.71K<0.1%+295+116.6%AddedHistory
Innovator ETFs Tr45782C128GROWTH ACCELRTD151$5.74K<0.1%−250−62.3%Reduced–
IDYAIDEAYA Biosciences, Inc.COM155$5.78K<0.1%+19+14.0%AddedHistory
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$5.79K<0.1%00.0%UnchangedHistory
CLOVClover Health Investments, Corp.COM CL A1,104$5.79K<0.1%+458+70.9%AddedHistory
TIPTTiptree Inc.COM323$5.79K<0.1%+116+56.0%AddedHistory
DCHDauch CorpCOM1,071$5.80K<0.1%+43+4.2%AddedHistory
T Rowe Price ETF Inc87283Q305PRICE GRW STOCK122$5.82K<0.1%00.0%Unchanged–
AAPAdvance Auto Parts IncCOM94$5.85K<0.1%−65−40.9%ReducedHistory
SSTISoundthinking, Inc.COM648$5.87K<0.1%+256+65.3%AddedHistory
Fidelity Covington Trust316092527SML MID MLTFCT111$5.87K<0.1%00.0%Unchanged–
MDGLMadrigal Pharmaceuticals, Inc.COM11$5.91K<0.1%−16−59.3%ReducedHistory
ACCOAcco Brands CorpCOM1,421$5.91K<0.1%−778−35.4%ReducedHistory
NGVCNatural Grocers by Vitamin Cottage, Inc.COM191$5.92K<0.1%+144+306.4%AddedHistory
APPFAppfolio IncCOM CL A37$5.93K<0.1%−64−63.4%ReducedHistory
TDSTelephone & Data Systems IncCOM NEW161$5.96K<0.1%−924−85.2%ReducedHistory
AGYSAgilysys IncCOM57$5.96K<0.1%+52+1,040.0%AddedHistory
CTEVClaritev CorpCL A NEW175$5.97K<0.1%+159+993.8%AddedHistory
Listed FD Tr53656F789ROUNDHILL SPORTS320$5.98K<0.1%00.0%Unchanged–
AMPYAmplify Energy Corp.COM1,503$5.98K<0.1%−3,277−68.6%ReducedHistory
WULFTerawulf Inc.COM243$6.00K<0.1%−294−54.7%ReducedHistory
PLABPhotronics IncCOM185$6.02K<0.1%−310−62.6%ReducedHistory
iShares Tr464288802ESG OPTIMIZED39$6.02K<0.1%−1−2.5%Reduced–
OMOutset Medical, Inc.COM NEW1,394$6.02K<0.1%+343+32.6%AddedHistory
Innovator ETFs Trust45782C748US EQTY PWR BUF140$6.05K<0.1%00.0%Unchanged–
MITKMitek Systems IncCOM NEW301$6.06K<0.1%+10+3.4%AddedHistory
BXCBlueLinx Holdings Inc.COM NEW98$6.07K<0.1%+10+11.4%AddedHistory
HYHyster-Yale, Inc.CL A173$6.07K<0.1%+29+20.1%AddedHistory

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