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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
SIMOSilicon Motion Technology CORPSPONSORED ADR745$248.5K<0.1%−414−35.7%ReducedHistory
Goldman Sachs ETF Tr381430503ACTIVEBETA US LG1,750$248.3K<0.1%−33−1.9%Reduced–
FCFSFirstCash Holdings, Inc.COM1,145$247.7K<0.1%−992−46.4%ReducedHistory
RMBSRambus IncCOM1,849$245.5K<0.1%−339−15.5%ReducedHistory
DXCMDexcom IncCOM3,638$245.0K<0.1%+1,409+63.2%AddedHistory
ACGLArch Capital Group Ltd.Stock2,523$245.0K<0.1%−1,881−42.7%ReducedHistory
WATWaters CorpCOM651$244.2K<0.1%−128−16.4%ReducedHistory
HDBHDFC Bank LtdSPONSORED ADS9,437$243.8K<0.1%−3,949−29.5%ReducedHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF11,958$243.6K<0.1%+2,425+25.4%Added–
EAElectronic Arts Inc.COM1,186$243.2K<0.1%−972−45.0%ReducedHistory
AEMAgnico Eagle Mines LtdStock1,553$241.0K<0.1%−524−25.2%ReducedHistory
YUMYum Brands IncStock1,507$240.9K<0.1%−419−21.8%ReducedHistory
IDAIdacorp IncCOM1,588$240.3K<0.1%+125+8.5%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM2,373$239.6K<0.1%−2,022−46.0%Reduced–
LSTRLandstar System IncCOM1,156$239.1K<0.1%−100−8.0%ReducedHistory
EEni SpASPONSORED ADR5,098$238.9K<0.1%−2,303−31.1%ReducedHistory
LIILennox International IncCOM416$238.5K<0.1%−55−11.7%ReducedHistory
CHRWC. H. Robinson Worldwide, Inc.COM NEW1,266$238.5K<0.1%−273−17.7%ReducedHistory
BJBJ's Wholesale Club Holdings, Inc.COM2,732$238.3K<0.1%+253+10.2%AddedHistory
BlackRock ETF Trust09290C665ISHA SYST AL ETF8,451$237.1K<0.1%+8,451New–
ZWSZurn Elkay Water Solutions CorpCOM4,674$236.2K<0.1%−910−16.3%ReducedHistory
VanEck Vectors ETF Tr92189F593MORNINGSTAR INTL7,069$235.0K<0.1%00.0%Unchanged–
NOKNokia CorpSPONSORED ADR17,689$234.9K<0.1%−6,275−26.2%ReducedHistory
KVUEKenvue Inc.Stock12,251$234.1K<0.1%−11,994−49.5%ReducedHistory
RGAReinsurance Group of America IncCOM NEW1,095$232.9K<0.1%−692−38.7%ReducedHistory
CVSACovista Inc.COM1,865$232.5K<0.1%−128−6.4%ReducedHistory
LBRTLiberty Energy Inc.COM CL A8,871$232.3K<0.1%−1,085−10.9%ReducedHistory
JKHYJack Henry & Associates IncStock1,680$231.4K<0.1%+100+6.3%AddedHistory
POWIPower Integrations IncCOM2,752$230.5K<0.1%+1,938+238.1%AddedHistory
AAAlcoa CorpStock4,412$230.0K<0.1%−1,071−19.5%ReducedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN3,192$230.0K<0.1%−3,192−50.0%Reduced–
TWLOTwilio IncCL A1,114$229.9K<0.1%−291−20.7%ReducedHistory
PODDInsulet CorpStock1,508$229.6K<0.1%−106−6.6%ReducedHistory
PACSPACS Group, Inc.COM SHS5,362$228.6K<0.1%+298+5.9%AddedHistory
KALUKaiser Aluminum CorpCOM PAR $0.011,166$228.1K<0.1%+657+129.1%AddedHistory
BlackRock ETF Trust09290C699ISHARES DEFENSE7,167$227.8K<0.1%−133−1.8%Reduced–
CGNXCognex CorpCOM3,137$227.2K<0.1%−751−19.3%ReducedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$227.1K<0.1%00.0%Unchanged–
DBDeutsche Bank AktiengesellschaftNAMEN AKT6,720$226.9K<0.1%−4,870−42.0%ReducedHistory
RMDResmed IncCOM1,164$226.9K<0.1%+10+0.9%AddedHistory
ENSEnerSysCOM965$225.7K<0.1%−131−12.0%ReducedHistory
Pacer FDS Tr69374H436METAURUS CAP 4005,000$225.3K<0.1%00.0%Unchanged–
KEYKeycorpCOM9,768$225.1K<0.1%−497−4.8%ReducedHistory
BMRNBiomarin Pharmaceutical IncCOM3,926$224.6K<0.1%−2,919−42.6%ReducedHistory
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF3,680$223.7K<0.1%−9,082−71.2%Reduced–
WBDWarner Bros. Discovery, Inc.Stock8,384$223.5K<0.1%+852+11.3%AddedHistory
WTWWillis Towers Watson PLCSHS854$223.3K<0.1%−482−36.1%ReducedHistory
OWLBlue Owl Capital Inc.COM CL A25,512$223.2K<0.1%+11,704+84.8%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock2,704$222.8K<0.1%−333−11.0%ReducedHistory
CNQCanadian Natural Resources LtdCOM5,641$222.8K<0.1%−1,032−15.5%ReducedHistory
TXG10x Genomics, Inc.CL A COM5,797$222.3K<0.1%−1,389−19.3%ReducedHistory
MANHManhattan Associates IncStock1,588$221.1K<0.1%−339−17.6%ReducedHistory
PNRPENTAIR plcSHS2,884$221.1K<0.1%−1,142−28.4%ReducedHistory
BOXBox IncCL A8,319$220.8K<0.1%+2,169+35.3%AddedHistory
TWTradeweb Markets Inc.Stock2,202$219.5K<0.1%−905−29.1%ReducedHistory
EXPDExpeditors International of Washington IncCOM1,346$219.4K<0.1%−378−21.9%ReducedHistory
KRKroger CoStock3,946$219.1K<0.1%−1,073−21.4%ReducedHistory
iShares Tr464287689RUSSELL 3000 ETF510$217.5K<0.1%+510New–
TSCOTractor Supply CoCOM6,861$216.9K<0.1%+1,957+39.9%AddedHistory
EVRGEvergy, Inc.Stock2,508$216.8K<0.1%−109−4.2%ReducedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF5,007$215.9K<0.1%−5,016−50.0%Reduced–
SWSmurfit Westrock plcStock4,659$215.5K<0.1%−5,218−52.8%ReducedHistory
NMRNomura Holdings IncSPONSORED ADR24,331$213.6K<0.1%−11,272−31.7%ReducedHistory
Global X FDS37954Y632ARTIFICIAL ETF3,253$213.4K<0.1%−179−5.2%Reduced–
PEverpure, Inc.CL A2,705$213.1K<0.1%−1,510−35.8%ReducedHistory
CVLTCommvault Systems IncCOM1,500$212.6K<0.1%+258+20.8%AddedHistory
MWAMueller Water Products, Inc.COM SER A8,216$212.2K<0.1%−552−6.3%ReducedHistory
SLFSun Life Financial IncCOM2,704$212.0K<0.1%−863−24.2%ReducedHistory
TAPMolson Coors Beverage CoCL B5,412$210.9K<0.1%+3,872+251.4%AddedHistory
XYLXylem Inc.COM1,778$210.2K<0.1%+440+32.9%AddedHistory
SKMSK Telecom Co LtdSPONSORED ADR6,530$210.0K<0.1%−5,010−43.4%ReducedHistory
BPREBluerock Private Real Estate FundCOM16,136$209.9K<0.1%−3,272−16.9%ReducedHistory
ROKURoku, IncCOM CL A1,518$209.7K<0.1%−810−34.8%ReducedHistory
Global X FDS37954Y327GLBX MSCI COLUM5,021$209.1K<0.1%+4,239+542.1%Added–
DUOLDuolingo, Inc.CL A COM1,808$208.0K<0.1%+1,586+714.4%AddedHistory
HCAHCA Healthcare, Inc.COM533$207.7K<0.1%−402−43.0%ReducedHistory
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF2,307$207.3K<0.1%+2,307New–
NWGNatWest Group plcSPONS ADR11,756$207.3K<0.1%−6,489−35.6%ReducedHistory
AERAerCap Holdings N.V.SHS1,420$207.0K<0.1%−893−38.6%ReducedHistory
IFFInternational Flavors & Fragrances IncCOM2,612$206.9K<0.1%−665−20.3%ReducedHistory
THGHanover Insurance Group, Inc.COM964$206.4K<0.1%−163−14.5%ReducedHistory
VFCV F CorpStock12,320$205.5K<0.1%−3,284−21.0%ReducedHistory
GSKGSK plcADR3,919$205.4K<0.1%−2,173−35.7%ReducedHistory
ProShares Tr74347X823ULTRPRO DOW302,930$205.4K<0.1%+1,653+129.4%Added–
KDPKeurig Dr Pepper Inc.COM6,267$205.1K<0.1%−6,218−49.8%ReducedHistory
Franklin Templeton ETF Tr35473P769FRANKLIN INDIA5,756$204.7K<0.1%−2,283−28.4%Reduced–
HRBH&R Block IncCOM5,358$204.0K<0.1%+1,996+59.4%AddedHistory
GPCGenuine Parts CoStock1,724$203.4K<0.1%−1,264−42.3%ReducedHistory
SFStifel Financial CorpCOM2,912$203.2K<0.1%−2,697−48.1%ReducedHistory
CSGPCostar Group, Inc.COM7,157$202.7K<0.1%+4,436+163.0%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM724$202.6K<0.1%−799−52.5%ReducedHistory
TRPTC Energy CorpCOM3,050$202.2K<0.1%−1,083−26.2%ReducedHistory
INVHInvitation Homes Inc.COM6,681$201.8K<0.1%+706+11.8%AddedHistory
NFGNational Fuel Gas CoStock2,612$201.7K<0.1%+855+48.7%AddedHistory
MTGMgic Investment CorpCOM7,130$201.1K<0.1%−6,180−46.4%ReducedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF6,000$200.8K<0.1%−5,952−49.8%Reduced–
TIGOMillicom International Cellular SACOM STK2,206$200.3K<0.1%−1,362−38.2%ReducedHistory
STTState Street CorpCOM1,180$200.1K<0.1%−270−18.6%ReducedHistory
RRyder System IncCOM758$199.9K<0.1%+45+6.3%AddedHistory
TNLTravel & Leisure Co.COM2,611$199.5K<0.1%−605−18.8%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