Skip to main content

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
CABOCable One, Inc.COM161$8.55K<0.1%−36−18.3%ReducedHistory
iShares Tr46435G433MSCI USA SMCP MN186$8.56K<0.1%−186−50.0%Reduced–
ALDXAldeyra Therapeutics, Inc.COM4,027$8.58K<0.1%−189−4.5%ReducedHistory
First Tr Exch Traded FD III33739P103LNG/SHT EQUITY117$8.63K<0.1%00.0%Unchanged–
Innovator ETFs Trust45782C391US EQTY BUFR MAR150$8.64K<0.1%00.0%Unchanged–
NSANational Storage Affiliates TrustCOM SHS BEN IN195$8.67K<0.1%+33+20.4%AddedHistory
CMBTCmb.tech NVSHS620$8.67K<0.1%−1,236−66.6%ReducedHistory
NXHNeighborhood Intelligence, Inc.COM1,503$8.70K<0.1%+254+20.3%AddedHistory
UNFUnifirst CorpCOM33$8.73K<0.1%−79−70.5%ReducedHistory
JLSNuveen Mortgage & Income FundCOM500$8.74K<0.1%00.0%UnchangedHistory
ABRArbor Realty Trust IncCOM1,613$8.74K<0.1%+281+21.1%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX32$8.76K<0.1%−32−50.0%Reduced–
ASIXAdvanSix Inc.COM442$8.79K<0.1%+66+17.6%AddedHistory
iShares Tr46435G524INTL DIV GRWTH100$8.79K<0.1%00.0%Unchanged–
NXRTNexPoint Residential Trust, Inc.COM315$8.79K<0.1%+62+24.5%AddedHistory
ZUMZZumiez IncCOM495$8.81K<0.1%−124−20.0%ReducedHistory
FOXFFox Factory Holding CorpCOM522$8.85K<0.1%+478+1,086.4%AddedHistory
GLBEGlobal-E Online Ltd.SHS255$8.86K<0.1%−591−69.9%ReducedHistory
Fidelity Covington Trust316092352BLUE CHIP GRWTH143$8.88K<0.1%00.0%Unchanged–
UVEUniversal Insurance Holdings, Inc.COM215$8.89K<0.1%−77−26.4%ReducedHistory
EVEXEve Holding, Inc.COM3,555$8.92K<0.1%+2,169+156.5%AddedHistory
RRBIRed River Bancshares IncCOM98$8.95K<0.1%+33+50.8%AddedHistory
LBRDKLiberty Broadband CorpCOM SER C269$8.95K<0.1%−1,279−82.6%ReducedHistory
TEOTelecom Argentina SASPON ADR REP B690$8.97K<0.1%−962−58.2%ReducedHistory
HUBGHub Group, Inc.CL A205$8.98K<0.1%−5−2.4%ReducedHistory
ENREnergizer Holdings, Inc.COM419$8.98K<0.1%+104+33.0%AddedHistory
iShares Tr46432F875MRNGSTR INC ETF406$8.99K<0.1%00.0%Unchanged–
Legg Mason ETF Invt524682200CLEARBRIDGE LRG105$8.99K<0.1%00.0%Unchanged–
AINAlbany International CorpCL A121$9.02K<0.1%−265−68.7%ReducedHistory
EFCEllington Financial Inc.COM665$9.05K<0.1%+354+113.8%AddedHistory
BWBabcock & Wilcox Enterprises, Inc.COM643$9.07K<0.1%+289+81.6%AddedHistory
TDWTidewater IncCOM137$9.13K<0.1%−620−81.9%ReducedHistory
NSITInsight Enterprises IncCOM75$9.13K<0.1%−159−67.9%ReducedHistory
BBBLACKBERRY LtdCOM723$9.15K<0.1%−678−48.4%ReducedHistory
SBHSally Beauty Holdings, Inc.COM647$9.15K<0.1%−1,242−65.7%ReducedHistory
TPBTurning Point Brands, Inc.COM108$9.16K<0.1%−67−38.3%ReducedHistory
Nushares ETF Tr67092P870NUVEEN ESG US415$9.19K<0.1%00.0%Unchanged–
IBEXIBEX LtdSHS NEW304$9.23K<0.1%−50−14.1%ReducedHistory
Ea Series Trust02072L607FREEDOM 100 EM127$9.26K<0.1%00.0%Unchanged–
MATVMativ Holdings, Inc.COM1,224$9.27K<0.1%−1,323−51.9%ReducedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF189$9.28K<0.1%+3+1.6%Added–
LPROOpen Lending CorpCOM2,992$9.30K<0.1%−555−15.6%ReducedHistory
USPHU S Physical Therapy IncCOM136$9.34K<0.1%−101−42.6%ReducedHistory
JELDJELD-WEN Holding, Inc.COM6,273$9.41K<0.1%+3,332+113.3%AddedHistory
DORMDorman Products, Inc.COM69$9.41K<0.1%−148−68.2%ReducedHistory
ZNTLZentalis Pharmaceuticals, Inc.COM1,944$9.43K<0.1%+245+14.4%AddedHistory
American Centy ETF Tr025072307US QUALITY GROW80$9.44K<0.1%+80New–
KBRKBR, Inc.COM274$9.46K<0.1%+112+69.1%AddedHistory
LADRLadder Capital CorpCL A958$9.53K<0.1%−282−22.7%ReducedHistory
LUMNLumen Technologies, Inc.Stock1,242$9.54K<0.1%−4,171−77.1%ReducedHistory
MEOHMethanex CorpCOM207$9.55K<0.1%−118−36.3%ReducedHistory
OPTUOptimum Communications, Inc.CL A6,656$9.65K<0.1%+3,448+107.5%AddedHistory
PLUGPlug Power IncStock3,564$9.66K<0.1%−1,749−32.9%ReducedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE177$9.67K<0.1%−2,300−92.9%Reduced–
DNUTKrispy Kreme, Inc.COM2,741$9.68K<0.1%+532+24.1%AddedHistory
DNAGinkgo Bioworks Holdings, Inc.CL A NEW979$9.70K<0.1%+505+106.5%AddedHistory
RCReady Capital CorpCOM5,546$9.71K<0.1%+3,507+172.0%AddedHistory
VanEck ETF Trust92189F429PREFERRED SECURT545$9.72K<0.1%+265+94.6%Added–
RWTRedwood Trust IncCOM2,054$9.74K<0.1%+927+82.3%AddedHistory
WSWorthington Steel, Inc.COM SHS291$9.77K<0.1%−285−49.5%ReducedHistory
DFINDonnelley Financial Solutions, Inc.COM233$9.78K<0.1%+115+97.5%AddedHistory
PATKPatrick Industries IncCOM109$9.79K<0.1%−396−78.4%ReducedHistory
ARTNAArtesian Resources CorpCL A288$9.79K<0.1%−15−5.0%ReducedHistory
HEHawaiian Electric Industries IncCOM724$9.79K<0.1%−2,632−78.4%ReducedHistory
CALYCallaway Golf CoCOM522$9.81K<0.1%−1,074−67.3%ReducedHistory
UVVUniversal CorpCOM188$9.81K<0.1%−309−62.2%ReducedHistory
HAFNHafnia LtdCOMMON STOCK1,481$9.83K<0.1%+1,344+981.0%AddedHistory
EQXEquinox Gold Corp.COM1,012$9.84K<0.1%−985−49.3%ReducedHistory
IBTAIbotta, Inc.CLASS A COM SHS288$9.84K<0.1%+46+19.0%AddedHistory
BHRBBurke & Herbert Financial Services Corp.COM137$9.85K<0.1%−70−33.8%ReducedHistory
SHLSShoals Technologies Group, Inc.CL A1,004$9.94K<0.1%−922−47.9%ReducedHistory
CLFCleveland-Cliffs Inc.COM1,060$9.95K<0.1%−347−24.7%ReducedHistory
iShares Tr464287812US CONSM STAPLES137$9.95K<0.1%00.0%Unchanged–
BOCBoston Omaha CorpStock730$9.96K<0.1%+112+18.1%AddedHistory
INRInfinity Natural Resources, Inc.COM CL A785$9.97K<0.1%+283+56.4%AddedHistory
INVInnventure, Inc.COM1,968$9.98K<0.1%−171−8.0%ReducedHistory
SRTAStrata Critical Medical, Inc.CL A COM1,896$9.99K<0.1%+1,823+2,497.3%AddedHistory
ORICOric Pharmaceuticals, Inc.COM923$10.0K<0.1%+625+209.7%AddedHistory
TWITitan International IncCOM1,299$10.0K<0.1%−831−39.0%ReducedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW30$10.0K<0.1%−20−40.0%ReducedHistory
LQDALiquidia CorpCOM NEW126$10.0K<0.1%−176−58.3%ReducedHistory
Northern Lights FD Tr66538J241TOEWS AGILITY SH397$10.1K<0.1%+397New–
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30372$10.1K<0.1%00.0%Unchanged–
GRNDGrindr Inc.COM703$10.1K<0.1%−209−22.9%ReducedHistory
ONDSOndas Inc.COM NEW1,227$10.1K<0.1%−1,893−60.7%ReducedHistory
First Tr Dow Jones Select Mi33718M105COM SHS ANNUAL109$10.1K<0.1%+109New–
ZDZiff Davis, Inc.COM194$10.2K<0.1%−248−56.1%ReducedHistory
CHCTCommunity Healthcare Trust IncCOM556$10.2K<0.1%+66+13.5%AddedHistory
First Tr Exchng Traded FD VI33740F698FT VEST US EQT203$10.2K<0.1%00.0%Unchanged–
MAXMediaAlpha, Inc.CL A810$10.2K<0.1%−451−35.8%ReducedHistory
EYENational Vision Holdings, Inc.COM536$10.2K<0.1%−1,995−78.8%ReducedHistory
LRMRLarimar Therapeutics, Inc.COM3,341$10.2K<0.1%+1,635+95.8%AddedHistory
ITRIItron, Inc.COM118$10.2K<0.1%+39+49.4%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW105$10.3K<0.1%−105−50.0%Reduced–
iShares Tr464289446RUS TOP 200 ETF56$10.4K<0.1%00.0%Unchanged–
JOBYJoby Aviation, Inc.COMMON STOCK1,162$10.4K<0.1%−2,461−67.9%ReducedHistory
IMVTImmunovant, Inc.COM269$10.4K<0.1%−210−43.8%ReducedHistory
LQDTLiquidity Services IncCOM265$10.4K<0.1%+121+84.0%AddedHistory
FRMIFermi Inc.COM1,133$10.4K<0.1%+427+60.5%AddedHistory
TRSTTrustco Bank Corp N YCOM NEW189$10.4K<0.1%−633−77.0%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