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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
TITNTitan Machinery Inc.COM59$1.25K<0.1%+53+883.3%AddedHistory
LCNBLCNB CorpCOM71$1.25K<0.1%+5+7.6%AddedHistory
DSPViant Technology Inc.COM CL A100$1.26K<0.1%+9+9.9%AddedHistory
DCDakota Gold Corp.COM297$1.27K<0.1%00.0%UnchangedHistory
MLCOMelco Resorts & Entertainment LTDADR242$1.27K<0.1%−640−72.6%ReducedHistory
MRDNMeridian Holdings Inc.COM92$1.28K<0.1%+77+513.3%AddedHistory
OABIOmniAb, Inc.COM521$1.28K<0.1%+11+2.2%AddedHistory
SSPE.W. Scripps CoCL A NEW464$1.28K<0.1%−7−1.5%ReducedHistory
DXYZDestiny Tech100 Inc.CEF50$1.29K<0.1%+50NewHistory
PRSUPursuit Attractions & Hospitality, Inc.COM23$1.29K<0.1%+6+35.3%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM103$1.29K<0.1%+48+87.3%AddedHistory
VABKVirginia National Bankshares CorpCOM29$1.29K<0.1%−5−14.7%ReducedHistory
NXENexGen Energy Ltd.COM138$1.30K<0.1%−57−29.2%ReducedHistory
BTCGrayscale Bitcoin Mini Trust ETFETF50$1.30K<0.1%+12+31.6%AddedHistory
PANLPangaea Logistics Solutions Ltd.SHS200$1.30K<0.1%−374−65.2%ReducedHistory
FLWS1 800 Flowers Com IncCL A374$1.30K<0.1%+164+78.1%AddedHistory
ACHAccendra Health IncStock381$1.30K<0.1%−17−4.3%ReducedHistory
CSVCarriage Services IncCOM34$1.30K<0.1%−7−17.1%ReducedHistory
FBLAFB Bancorp, Inc.COM88$1.32K<0.1%+41+87.2%AddedHistory
PFISPeoples Financial Services Corp.COM20$1.33K<0.1%+5+33.3%AddedHistory
INTGIntergroup CorpCOM28$1.34K<0.1%+28NewHistory
First Trust Cloud Computing ETF33734X192ETF10$1.35K<0.1%00.0%Unchanged–
ORRFOrrstown Financial Services IncCOM33$1.35K<0.1%−180−84.5%ReducedHistory
DAKTDaktronics IncCOM69$1.35K<0.1%−224−76.5%ReducedHistory
BNAIBrand Engagement Network Inc.COM79$1.35K<0.1%+79NewHistory
INNVInnovAge Holding Corp.COM114$1.35K<0.1%+11+10.7%AddedHistory
LUCKLucky Strike Entertainment CorpCL A COM181$1.35K<0.1%+181NewHistory
NEGGNewegg Commerce, Inc.COM83$1.36K<0.1%+83NewHistory
IEIvanhoe Electric Inc.COM143$1.37K<0.1%−522−78.5%ReducedHistory
STAAStaar Surgical CoCOM PAR $0.0148$1.38K<0.1%−97−66.9%ReducedHistory
BLSHBullishORD SHS59$1.38K<0.1%−439−88.2%ReducedHistory
TEADTeads Holding Co.COM1,804$1.38K<0.1%+530+41.6%AddedHistory
BALYBally's CorpCOMMON STOCK102$1.40K<0.1%+72+240.0%AddedHistory
NKLRTerra Innovatum Global N.V.COM285$1.40K<0.1%+285NewHistory
TYRATyra Biosciences, Inc.COM44$1.41K<0.1%−84−65.6%ReducedHistory
BBCPConcrete Pumping Holdings, Inc.COM117$1.41K<0.1%−3−2.5%ReducedHistory
IIIInformation Services Group Inc.COM344$1.41K<0.1%+141+69.5%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER77$1.42K<0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1.43K<0.1%00.0%Unchanged–
NGNovagold Resources IncCOM NEW239$1.43K<0.1%−1,348−84.9%ReducedHistory
ALHAlliance Laundry Holdings Inc.COM54$1.43K<0.1%+25+86.2%AddedHistory
AEYEAudioeye IncCOM NEW247$1.44K<0.1%+192+349.1%AddedHistory
SIShoulder Innovations, Inc.COMMON STOCK71$1.44K<0.1%+69+3,450.0%AddedHistory
EZETFranklin Ethereum TrustETHEREUM ETF121$1.45K<0.1%00.0%UnchangedHistory
CRDFCardiff Oncology, Inc.COM1,115$1.45K<0.1%+760+214.1%AddedHistory
JYNTJOINT CorpCOM165$1.45K<0.1%+61+58.7%AddedHistory
BANCBanc of California, Inc.COM71$1.45K<0.1%−1,989−96.6%ReducedHistory
OPFIOppFi Inc.COM CL A146$1.45K<0.1%+144+7,200.0%AddedHistory
ASPIASP Isotopes Inc.COM234$1.46K<0.1%+223+2,027.3%AddedHistory
BARKBark, Inc.COM NEW146$1.46K<0.1%+19+15.1%AddedConverted for a 1-for-20 splitHistory
ASMAvino Silver & Gold Mines LtdCOM230$1.46K<0.1%+230NewHistory
TKNOAlpha Teknova, Inc.COM258$1.47K<0.1%+88+51.8%AddedHistory
EHEHang Holdings LtdADS224$1.47K<0.1%+224NewHistory
GCBCGreene County Bancorp IncCOM44$1.48K<0.1%−6−12.0%ReducedHistory
GCTGigaCloud Technology IncStock47$1.49K<0.1%−163−77.6%ReducedHistory
SWBISmith & Wesson Brands, Inc.COM99$1.49K<0.1%+11+12.5%AddedHistory
WFGWest Fraser Timber Co., LtdCOM22$1.49K<0.1%−101−82.1%ReducedHistory
TRAXFirst Tracks Biotherapeutics, Inc.ORD SHS74$1.49K<0.1%+74NewHistory
AVDAmerican Vanguard CorpCOM533$1.49K<0.1%−91−14.6%ReducedHistory
KROKronos Worldwide IncCOM237$1.50K<0.1%+140+144.3%AddedHistory
CLBCore Laboratories Inc.COM129$1.50K<0.1%−513−79.9%ReducedHistory
DOUGDouglas Elliman Inc.COM849$1.50K<0.1%+585+221.6%AddedHistory
THTarget Hospitality Corp.COM74$1.51K<0.1%−56−43.1%ReducedHistory
ABEOAbeona Therapeutics Inc.COM NEW244$1.51K<0.1%+108+79.4%AddedHistory
ASMBAssembly Biosciences, Inc.COM NEW55$1.51K<0.1%00.0%UnchangedHistory
STHOStar HoldingsSHS BEN INT166$1.52K<0.1%−712−81.1%ReducedHistory
FPIFarmland Partners Inc.COM157$1.52K<0.1%−68−30.2%ReducedHistory
HIPOHippo Holdings Inc.COM NEW54$1.53K<0.1%+12+28.6%AddedHistory
PVLAPalvella Therapeutics, Inc.COM10$1.53K<0.1%+3+42.9%AddedHistory
COTYCoty Inc.COM CL A709$1.53K<0.1%−223−23.9%ReducedHistory
ONEWOneWater Marine Inc.CL A COM136$1.53K<0.1%+122+871.4%AddedHistory
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS45$1.54K<0.1%00.0%UnchangedHistory
BVFLBV Financial, Inc.COM NEW73$1.54K<0.1%+5+7.4%AddedHistory
CCNECNB Financial CorpCOM46$1.55K<0.1%−3−6.1%ReducedHistory
MESOMesoblast LtdADR115$1.56K<0.1%−41−26.3%ReducedHistory
ALTIAlTi Global, Inc.CL A432$1.56K<0.1%+198+84.6%AddedHistory
MNTNMNTN, Inc.CL A170$1.56K<0.1%−1,389−89.1%ReducedHistory
TSATTelesat CorpCL A & CL B SHS31$1.57K<0.1%+31NewHistory
CRNXCrinetics Pharmaceuticals, Inc.COM42$1.57K<0.1%−55−56.7%ReducedHistory
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM77$1.57K<0.1%+1+1.3%AddedHistory
FRPHFRP Holdings, Inc.COM63$1.57K<0.1%−271−81.1%ReducedHistory
TLRYTilray Brands, Inc.COM352$1.58K<0.1%+196+125.6%AddedHistory
CCBGCapital City Bank Group IncCOM32$1.58K<0.1%−321−90.9%ReducedHistory
ProShares Bitcoin ETF74347G440ETF199$1.59K<0.1%00.0%Unchanged–
PNTGPennant Group, Inc.COM43$1.59K<0.1%−8−15.7%ReducedHistory
WTBAWest Bancorporation IncCAP STK60$1.59K<0.1%−382−86.4%ReducedHistory
WLFCWillis Lease Finance CorpCOM7$1.60K<0.1%−3−30.0%ReducedHistory
PLSEPulse Biosciences, Inc.COM58$1.61K<0.1%−291−83.4%ReducedHistory
iShares Inc464286806MSCI GERMANY ETF39$1.61K<0.1%00.0%Unchanged–
CMTGClaros Mortgage Trust, Inc.COMMON STOCK688$1.62K<0.1%+208+43.3%AddedHistory
MRBKMeridian CorpCOM81$1.62K<0.1%+81NewHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK61$1.62K<0.1%+27+79.4%AddedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS155$1.63K<0.1%−155−50.0%ReducedHistory
WYFIWhiteFiber, Inc.SHS42$1.63K<0.1%+42NewHistory
CSIQCanadian Solar Inc.COM102$1.63K<0.1%00.0%UnchangedHistory
FNLCFirst Bancorp, IncCOM47$1.64K<0.1%−8−14.5%ReducedHistory
ESPREsperion Therapeutics, Inc.COM521$1.65K<0.1%−426−45.0%ReducedHistory
HZOMarinemax IncCOM45$1.65K<0.1%−604−93.1%ReducedHistory
DHYUBS Asset Management High Yield Credit FundSH BEN INT933$1.66K<0.1%−933−50.0%ReducedHistory
HBTHBT Financial, Inc.COM52$1.66K<0.1%−445−89.5%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