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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
MRXMarex Group LtdORD230$14.0K<0.1%−781−77.3%ReducedHistory
CLDXCelldex Therapeutics, Inc.COM NEW377$14.0K<0.1%−105−21.8%ReducedHistory
UUUUEnergy Fuels IncCOM NEW969$14.1K<0.1%−50−4.9%ReducedHistory
EVVEaton Vance Ltd Duration Income FundCOM1,500$14.1K<0.1%00.0%UnchangedHistory
BITBBitwise Bitcoin ETFSHS BEN INT443$14.1K<0.1%−795−64.2%ReducedHistory
CMCOColumbus McKinnon CorpCOM932$14.1K<0.1%−992−51.6%ReducedHistory
OPCHOption Care Health, Inc.COM NEW675$14.2K<0.1%−341−33.6%ReducedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$14.2K<0.1%00.0%Unchanged–
CNMDCONMED CorpCOM435$14.2K<0.1%+205+89.1%AddedHistory
TWFGTWFG, Inc.COM CL A592$14.2K<0.1%+592NewHistory
ASAmer Sports, Inc.COM SHS421$14.2K<0.1%−340−44.7%ReducedHistory
ProShares Tr74347R206PSHS ULTRA QQQ148$14.3K<0.1%−28−15.9%Reduced–
GNKGenco Shipping & Trading LtdSHS579$14.3K<0.1%+433+296.6%AddedHistory
SPBSpectrum Brands Holdings, Inc.COM168$14.4K<0.1%+6+3.7%AddedHistory
CGEMCullinan Therapeutics, Inc.COM793$14.4K<0.1%−306−27.8%ReducedHistory
DRVNDriven Brands Holdings Inc.COM1,036$14.4K<0.1%−1,114−51.8%ReducedHistory
UHALU-Haul Holding CoCOM221$14.5K<0.1%−167−43.0%ReducedHistory
UNITUniti Group Inc.COM SHS1,263$14.5K<0.1%+167+15.2%AddedHistory
TFINTriumph Financial, Inc.COM190$14.5K<0.1%+133+233.3%AddedHistory
SPDR Series Trust78464A664ST LON TREAS ETF554$14.5K<0.1%−394−41.6%Reduced–
EFOREverforth IncCOM814$14.5K<0.1%−600−42.4%ReducedHistory
LZLegalzoom.com, Inc.COM2,373$14.5K<0.1%+637+36.7%AddedHistory
EFSCEnterprise Financial Services CorpCOM221$14.6K<0.1%−254−53.5%ReducedHistory
CLWClearwater Paper CorpCOM931$14.6K<0.1%+871+1,451.7%AddedHistory
Pacer FDS Tr69374H386DATA & DIGI REVO137$14.6K<0.1%00.0%Unchanged–
HBNCHorizon Bancorp IncCOM732$14.6K<0.1%−649−47.0%ReducedHistory
HRMYHarmony Biosciences Holdings, Inc.COM402$14.6K<0.1%−20−4.7%ReducedHistory
RXSTRxSight, Inc.COM3,039$14.6K<0.1%+1,596+110.6%AddedHistory
TGLSTecnoglass Holdings Inc.COM313$14.7K<0.1%+313NewHistory
CRICarters IncCOM356$14.7K<0.1%−126−26.1%ReducedHistory
Global X FDS37954Y293GLB X MLP ENRG I199$14.7K<0.1%+100+101.0%Added–
CYDChina Yuchai International LtdCOM310$14.7K<0.1%+310NewHistory
HTFLHeartflow, Inc.COM503$14.8K<0.1%+72+16.7%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS560$14.8K<0.1%−68−10.8%ReducedHistory
ASTEAstec Industries IncCOM242$14.8K<0.1%−384−61.3%ReducedHistory
SFLSFL Corp Ltd.SHS1,452$14.8K<0.1%−992−40.6%ReducedHistory
GTLSChart Industries IncCOM71$14.8K<0.1%−35−33.0%ReducedHistory
SHOSunstone Hotel Investors, Inc.COM1,297$14.8K<0.1%−961−42.6%ReducedHistory
CCSIConsensus Cloud Solutions, Inc.COM391$14.9K<0.1%+121+44.8%AddedHistory
EGHT8X8 IncCOM8,744$15.0K<0.1%−416−4.5%ReducedHistory
EDUNew Oriental Education & Technology Group Inc.SPON ADR326$15.0K<0.1%−214−39.6%ReducedHistory
TNXPTonix Pharmaceuticals Holding Corp.COM NEW1,173$15.0K<0.1%+797+212.0%AddedHistory
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB353$15.1K<0.1%−484−57.8%ReducedHistory
MYGNMyriad Genetics IncCOM2,645$15.1K<0.1%−7,671−74.4%ReducedHistory
SABRSabre CorpCOM7,253$15.2K<0.1%+2,850+64.7%AddedHistory
JRSNuveen Real Estate Income FundCOM1,800$15.2K<0.1%00.0%UnchangedHistory
UECUranium Energy CorpCOM1,424$15.2K<0.1%−262−15.5%ReducedHistory
Vanguard World FD921910733ESG US STK ETF115$15.2K<0.1%00.0%Unchanged–
Northern LTS FD Tr IV66538H278MAIN THEMATC IN484$15.2K<0.1%−484−50.0%Reduced–
TBLATaboola.com Ltd.ORD SHS3,043$15.2K<0.1%+678+28.7%AddedHistory
UWMCUWM Holdings CorpCOM CL A6,645$15.2K<0.1%−5,519−45.4%ReducedHistory
AVNSAvanos Medical, Inc.Stock612$15.2K<0.1%−1,664−73.1%ReducedHistory
LOARLoar Holdings Inc.COM SHS189$15.2K<0.1%+172+1,011.8%AddedHistory
PJTPJT Partners Inc.COM CL A101$15.2K<0.1%−14−12.2%ReducedHistory
ASPNAspen Aerogels IncCOM2,407$15.3K<0.1%+943+64.4%AddedHistory
ENPHEnphase Energy, Inc.Stock310$15.3K<0.1%+41+15.2%AddedHistory
POSTPost Holdings, Inc.COM173$15.3K<0.1%−83−32.4%ReducedHistory
BUSEFirst Busey CorpCOM NEW520$15.3K<0.1%−445−46.1%ReducedHistory
ARCBArcbest CorpCOM107$15.4K<0.1%+7+7.0%AddedHistory
CERTCertara, Inc.COM2,345$15.4K<0.1%+1,932+467.8%AddedHistory
BLBlackline, Inc.COM549$15.4K<0.1%+422+332.3%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM326$15.4K<0.1%−1,205−78.7%ReducedHistory
FORForestar Group Inc.COM487$15.4K<0.1%−165−25.3%ReducedHistory
TRINTrinity Capital Inc.COM864$15.5K<0.1%−1,170−57.5%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW465$15.5K<0.1%−853−64.7%ReducedHistory
FISIFinancial Institutions IncCOM397$15.5K<0.1%−1,248−75.9%ReducedHistory
BMBLBumble Inc.COM CL A4,841$15.5K<0.1%−2,198−31.2%ReducedHistory
NEONeogenomics IncCOM NEW1,066$15.6K<0.1%+474+80.1%AddedHistory
HGVHilton Grand Vacations Inc.COM297$15.6K<0.1%−729−71.1%ReducedHistory
AURAurora Innovation, Inc.CLASS A COM2,283$15.6K<0.1%−1,254−35.5%ReducedHistory
TMPTompkins Financial CorpCOM165$15.6K<0.1%−453−73.3%ReducedHistory
iShares Tr464288752US HOME CONS ETF150$15.7K<0.1%+150New–
BHFBrighthouse Financial, Inc.COM249$15.8K<0.1%−504−66.9%ReducedHistory
MBCMasterBrand, Inc.COMMON STOCK1,532$15.8K<0.1%+1,463+2,120.3%AddedHistory
AMTBAmerant Bancorp Inc.CL A618$15.8K<0.1%−249−28.7%ReducedHistory
UFPIUfp Industries IncCOM174$15.8K<0.1%−249−58.9%ReducedHistory
ATATAtour Lifestyle Holdings LtdSPONSORED ADS497$15.8K<0.1%−162−24.6%ReducedHistory
ECEcopetrol S.A.SPONSORED ADS1,111$15.8K<0.1%+297+36.5%AddedHistory
PAMPampa Energy Inc.SPONS ADR LVL I193$15.9K<0.1%−53−21.5%ReducedHistory
URBNUrban Outfitters IncCOM224$15.9K<0.1%+33+17.3%AddedHistory
CWHCamping World Holdings, Inc.CL A2,083$15.9K<0.1%+1,498+256.1%AddedHistory
RNGRingCentral, Inc.CL A408$15.9K<0.1%+6+1.5%AddedHistory
VCELVericel CorpCOM358$15.9K<0.1%+305+575.5%AddedHistory
ARQTArcutis Biotherapeutics, Inc.COM608$15.9K<0.1%−53−8.0%ReducedHistory
FLYWFlywire CorpCOM VTG908$16.0K<0.1%−138−13.2%ReducedHistory
PRVAPrivia Health Group, Inc.COM621$16.0K<0.1%−269−30.2%ReducedHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF316$16.0K<0.1%−500−61.3%Reduced–
TWSTTwist Bioscience CorpCOM156$16.0K<0.1%−23−12.8%ReducedHistory
GTESGates Industrial Corp Ltd.Stock574$16.1K<0.1%+574NewHistory
CAECae IncCOM642$16.1K<0.1%−354−35.5%ReducedHistory
CIMChimera Investment CorpCOM SHS1,206$16.1K<0.1%+675+127.1%AddedHistory
JBTMJBT Marel CorpCOM111$16.1K<0.1%−33−22.9%ReducedHistory
ALGTAllegiant Travel COCOM137$16.1K<0.1%+41+42.7%AddedHistory
iShares MSCI India ETF46429B598ETF327$16.2K<0.1%+302+1,208.0%Added–
ZIPZiprecruiter, Inc.CL A4,307$16.2K<0.1%+2,221+106.5%AddedHistory
Innovator ETFs Trust45783Y533INNOVATOR INTER467$16.2K<0.1%00.0%Unchanged–
LILALiberty Latin America Ltd.COM CL A2,064$16.2K<0.1%−373−15.3%ReducedHistory
TRNOTerreno Realty CorpCOM250$16.2K<0.1%−188−42.9%ReducedHistory
USACUSA Compression Partners, LPCOMUNIT LTDPAR614$16.2K<0.1%+311+102.6%AddedHistory
LYFTLyft, Inc.CL A COM1,111$16.2K<0.1%−4,133−78.8%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