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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
UGPUltrapar Holdings IncSP ADR REP COM3,240$16.3K<0.1%−3,143−49.2%ReducedHistory
EPAMEPAM Systems, Inc.COM205$16.3K<0.1%−364−64.0%ReducedHistory
BFCBank First CorpCOM110$16.3K<0.1%+110NewHistory
CERSCerus CorpCOM5,596$16.3K<0.1%−192−3.3%ReducedHistory
ARVNArvinas, Inc.COM1,981$16.5K<0.1%+233+13.3%AddedHistory
CXCemex SAB de CVSPON ADR NEW1,372$16.5K<0.1%−708−34.0%ReducedHistory
SATLSatellogic Inc.COM CL A2,881$16.5K<0.1%+220+8.3%AddedHistory
JMIAJumia Technologies AGSPONSORED ADS2,338$16.5K<0.1%−5,050−68.4%ReducedHistory
IBOCInternational Bancshares CorpCOM218$16.6K<0.1%−837−79.3%ReducedHistory
BKDBrookdale Senior Living Inc.COM1,030$16.6K<0.1%+398+63.0%AddedHistory
FVRRFiverr International Ltd.ORD SHS1,607$16.6K<0.1%+1,525+1,859.8%AddedHistory
ICUIIcu Medical IncCOM114$16.7K<0.1%−69−37.7%ReducedHistory
TMHCTaylor Morrison Home CorpCOM233$16.7K<0.1%−1,473−86.3%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A346$16.7K<0.1%+97+39.0%AddedHistory
NMZNuveen Municipal High Income Opportunity FundCOM1,587$16.8K<0.1%+1,587NewHistory
DGIIDigi International IncCOM224$16.8K<0.1%+103+85.1%AddedHistory
ALXAlexanders IncCOM61$16.8K<0.1%+17+38.6%AddedHistory
JBSSSanfilippo John B & Son IncCOM196$16.9K<0.1%−33−14.4%ReducedHistory
HODLVanEck Bitcoin ETFSH BEN INT1,016$16.9K<0.1%+103+11.3%AddedHistory
ASCArdmore Shipping CorpCOM1,205$16.9K<0.1%−6,153−83.6%ReducedHistory
MGYMagnolia Oil & Gas CorpCL A660$16.9K<0.1%−826−55.6%ReducedHistory
BHEBenchmark Electronics IncCOM172$17.0K<0.1%+142+473.3%AddedHistory
IOVAIovance Biotherapeutics, Inc.COM4,084$17.0K<0.1%+2,026+98.4%AddedHistory
MTNVail Resorts IncCOM125$17.0K<0.1%−4−3.1%ReducedHistory
MLABMesa Laboratories IncCOM171$17.0K<0.1%+54+46.2%AddedHistory
GSHDGoosehead Insurance, Inc.COM CL A351$17.0K<0.1%−179−33.8%ReducedHistory
SLABSilicon Laboratories Inc.Stock78$17.0K<0.1%−147−65.3%ReducedHistory
TNDMTandem Diabetes Care IncCOM NEW1,130$17.1K<0.1%−192−14.5%ReducedHistory
ENTAEnanta Pharmaceuticals IncCOM1,170$17.1K<0.1%−124−9.6%ReducedHistory
ARK ETF Tr00214Q807SPACE & DEFENSE500$17.1K<0.1%+497+16,566.7%Added–
BATRAAtlanta Braves Holdings, Inc.COM SER A303$17.1K<0.1%−227−42.8%ReducedHistory
ProShares Tr74347G176ULTRASHORT ENERG800$17.1K<0.1%+800New–
AIBAIB Data Centers Inc.COM8,060$17.1K<0.1%−161−2.0%ReducedHistory
CXMSprinklr, Inc.CL A3,314$17.1K<0.1%+1,083+48.5%AddedHistory
VACMarriott Vacations Worldwide CorpCOM168$17.1K<0.1%−183−52.1%ReducedHistory
QDELQuidelOrtho CorpCOM979$17.1K<0.1%+868+782.0%AddedHistory
CIGIColliers International Group Inc.SUB VTG SHS183$17.2K<0.1%−130−41.5%ReducedHistory
CHEFChefs' Warehouse, Inc.COM179$17.2K<0.1%+32+21.8%AddedHistory
NVCRNovoCure LtdORD SHS1,138$17.2K<0.1%+556+95.5%AddedHistory
SXTSensient Technologies CorpCOM140$17.3K<0.1%−215−60.6%ReducedHistory
GTGoodyear Tire & Rubber CoCOM2,617$17.3K<0.1%−3,431−56.7%ReducedHistory
AMNAmn Healthcare Services IncCOM535$17.3K<0.1%+243+83.2%AddedHistory
SMTCSemtech CorpStock107$17.3K<0.1%−8−7.0%ReducedHistory
Fidelity MSCI Health Care Index ETF316092600ETF225$17.3K<0.1%+225New–
iShares Tr464287192US TRSPRTION200$17.4K<0.1%00.0%Unchanged–
BANRBanner CorpCOM NEW262$17.4K<0.1%−341−56.6%ReducedHistory
SMRNuscale Power CorpCL A COM1,736$17.4K<0.1%−932−34.9%ReducedHistory
GGBGerdau S.A.SPON ADR REP PFD4,310$17.4K<0.1%−8,933−67.5%ReducedHistory
HGTYHagerty, Inc.CL A COM1,464$17.5K<0.1%−1,608−52.3%ReducedHistory
RLJRLJ Lodging TrustCOM1,473$17.5K<0.1%−2,019−57.8%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW2,025$17.5K<0.1%+486+31.6%AddedHistory
ENLTEnlight Renewable Energy Ltd.SHS197$17.5K<0.1%−121−38.1%ReducedHistory
VVVValvoline IncCOM444$17.6K<0.1%−162−26.7%ReducedHistory
MOVMovado Group IncCOM447$17.6K<0.1%+311+228.7%AddedHistory
ASSTStrive, Inc.CL A COM1,614$17.6K<0.1%+1,598+9,987.5%AddedHistory
CWKCushman & Wakefield Ltd.COMMON SHARES1,317$17.6K<0.1%−908−40.8%ReducedHistory
GEOGeo Group IncCOM597$17.6K<0.1%+294+97.0%AddedHistory
ProShares Tr74350P410ULTRA XRP ETF1,777$17.6K<0.1%+1,777New–
TFIITFI International Inc.COM123$17.7K<0.1%−71−36.6%ReducedHistory
ROCKGibraltar Industries, Inc.COM392$17.7K<0.1%+214+120.2%AddedHistory
SOHUSohu.com LtdSPONSORED ADS1,459$17.7K<0.1%−1,375−48.5%ReducedHistory
CENTCentral Garden & Pet CoCOM399$17.7K<0.1%+327+454.2%AddedHistory
FAFirst Advantage CorpCOM981$17.7K<0.1%+703+252.9%AddedHistory
AMCXAMC Global Media Inc.CL A1,778$17.7K<0.1%+1,249+236.1%AddedHistory
OMDAOmada Health, Inc.COM809$17.8K<0.1%−172−17.5%ReducedHistory
SKYWSkywest IncCOM179$17.8K<0.1%−167−48.3%ReducedHistory
FBPFirst BancorpCOM NEW682$17.8K<0.1%−441−39.3%ReducedHistory
MVSTMicrovast Holdings, Inc.COM15,222$17.8K<0.1%+926+6.5%AddedHistory
BTUPeabody Energy CorpCOM772$17.8K<0.1%−215−21.8%ReducedHistory
GRALGRAIL, Inc.COM262$17.9K<0.1%−159−37.8%ReducedHistory
PVHPVH Corp.COM241$17.9K<0.1%+55+29.6%AddedHistory
UTLUnitil CorpCOM340$17.9K<0.1%−102−23.1%ReducedHistory
ETF Ser Solutions26922A503VIDENTCORE EQ FD248$17.9K<0.1%−17−6.4%Reduced–
LPXLouisiana-Pacific CorpCOM228$17.9K<0.1%−464−67.1%ReducedHistory
BSTBlackRock Science & Technology TrustSHS355$18.0K<0.1%−355−50.0%ReducedHistory
ADPTAdaptive Biotechnologies CorpCOM842$18.1K<0.1%−134−13.7%ReducedHistory
PLPCPreformed Line Products CoCOM44$18.1K<0.1%+25+131.6%AddedHistory
CWSTCasella Waste Systems IncCL A187$18.1K<0.1%−249−57.1%ReducedHistory
AAONAaon, Inc.COM PAR $0.004143$18.1K<0.1%−406−74.0%ReducedHistory
BURBurford Capital LtdORD SHS4,430$18.2K<0.1%+3,179+254.1%AddedHistory
iShares Tr46435U796SYSTEMATIC BD ET205$18.2K<0.1%+89+76.7%Added–
Innovator ETFs Trust45784N643EQUITY DEFND 1YR664$18.2K<0.1%+664New–
CNOBConnectOne Bancorp, Inc.COM544$18.2K<0.1%−52−8.7%ReducedHistory
VECOVeeco Instruments IncCOM240$18.2K<0.1%+88+57.9%AddedHistory
JDJD.com, Inc.SPON ADS CL A714$18.2K<0.1%−999−58.3%ReducedHistory
BZHBeazer Homes USA IncCOM NEW649$18.2K<0.1%+488+303.1%AddedHistory
GDRXGoodRx Holdings, Inc.COM CL A6,325$18.2K<0.1%+2,932+86.4%AddedHistory
AUPHAurinia Pharmaceuticals Inc.COM1,080$18.3K<0.1%−556−34.0%ReducedHistory
GNLGlobal Net Lease, Inc.COM NEW2,050$18.3K<0.1%−990−32.6%ReducedHistory
WORWorthington Enterprises, Inc.COM341$18.3K<0.1%−186−35.3%ReducedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,163$18.4K<0.1%−388−25.0%ReducedHistory
BWINBaldwin Insurance Group, Inc.COM CL A694$18.4K<0.1%−584−45.7%ReducedHistory
HNIHni CorpStock457$18.5K<0.1%+51+12.6%AddedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS2,275$18.5K<0.1%−2,057−47.5%ReducedHistory
EPCEdgewell Personal Care CoCOM688$18.5K<0.1%−591−46.2%ReducedHistory
LXPLXP Industrial TrustCOM343$18.5K<0.1%−531−60.8%ReducedHistory
NATHNathans Famous, Inc.COM182$18.5K<0.1%+172+1,720.0%AddedHistory
DNOWDNOW Inc.COM1,426$18.5K<0.1%−2,308−61.8%ReducedHistory
APPSDigital Turbine, Inc.COM NEW1,437$18.5K<0.1%−100−6.5%ReducedHistory
Tidal Trust I886364645SONICSHARES GBL489$18.5K<0.1%00.0%Unchanged–

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