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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
iShares Tr46434V647GLOBAL REIT ETF7,190$198.6K<0.1%+341+5.0%Added–
RELXRELX PLCSPONSORED ADR6,260$198.3K<0.1%−1,835−22.7%ReducedHistory
iShares Tr46435G672CORE INTL AGGR3,916$198.2K<0.1%−7,479−65.6%Reduced–
SWKStanley Black & Decker, Inc.COM2,103$198.0K<0.1%+426+25.4%AddedHistory
LUVSouthwest Airlines CoCOM3,849$197.9K<0.1%−1,282−25.0%ReducedHistory
PCTYPaylocity Holding CorpCOM1,886$197.1K<0.1%+482+34.3%AddedHistory
BLBDBlue Bird CorpCOM2,496$197.1K<0.1%+2,031+436.8%AddedHistory
QLYSQualys, Inc.COM1,430$196.6K<0.1%+15+1.1%AddedHistory
AGXArgan IncStock245$195.6K<0.1%−15−5.8%ReducedHistory
iShares Tr46432F388MSCI USA VALUE973$194.4K<0.1%−206−17.5%Reduced–
ARGXArgenx SESPONSORED ADR209$193.9K<0.1%−49−19.0%ReducedHistory
OGEOGE Energy Corp.COM3,978$193.6K<0.1%+407+11.4%AddedHistory
LVSLas Vegas Sands CorpCOM4,181$193.1K<0.1%−5,801−58.1%ReducedHistory
LINELineage, Inc.COM4,462$193.0K<0.1%+1,398+45.6%AddedHistory
NEUNewmarket CorpCOM243$192.3K<0.1%+47+24.0%AddedHistory
OVVOvintiv Inc.COM3,647$192.0K<0.1%−385−9.5%ReducedHistory
ARCCAres Capital CorpCEF10,363$192.0K<0.1%−368−3.4%ReducedHistory
FTSFortis Inc.COM3,350$191.7K<0.1%−1,308−28.1%ReducedHistory
SEICSEI Investments CoCOM2,184$191.6K<0.1%−1,356−38.3%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,755$191.4K<0.1%+395+29.0%Added–
State Street Industrial Select Sector SPDR ETF81369Y704ETF1,028$190.4K<0.1%−432−29.6%Reduced–
AVPTAvePoint, Inc.COM CL A16,955$190.1K<0.1%+2,576+17.9%AddedHistory
ALBAlbemarle CorpStock1,405$189.7K<0.1%−286−16.9%ReducedHistory
FORMFormfactor IncCOM1,181$188.9K<0.1%−546−31.6%ReducedHistory
PAHCPhibro Animal Health CorpCL A COM6,009$188.7K<0.1%+102+1.7%AddedHistory
DASHDoorDash, Inc.Stock1,022$188.5K<0.1%−518−33.6%ReducedHistory
State Street SPDR S&P Biotech ETF78464A870ETF1,188$188.0K<0.1%−16,904−93.4%Reduced–
DECKDeckers Outdoor CorpCOM1,886$187.3K<0.1%−1,596−45.8%ReducedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP2,408$186.8K<0.1%+20+0.8%Added–
FHNFirst Horizon CorpCOM7,279$186.6K<0.1%−71,085−90.7%ReducedHistory
ALLEAllegion plcORD SHS1,327$186.4K<0.1%−979−42.5%ReducedHistory
CCKCrown Holdings, Inc.COM1,664$186.1K<0.1%−1,760−51.4%ReducedHistory
TTMITTM Technologies IncCOM994$185.9K<0.1%−353−26.2%ReducedHistory
LNGCheniere Energy, Inc.COM NEW777$185.6K<0.1%−189−19.6%ReducedHistory
COLLCollegium Pharmaceutical, IncCOM5,126$185.6K<0.1%+91+1.8%AddedHistory
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,087$184.9K<0.1%00.0%Unchanged–
HUBSHubSpot IncCOM1,011$184.5K<0.1%+47+4.9%AddedHistory
WSTWest Pharmaceutical Services IncCOM511$183.5K<0.1%−119−18.9%ReducedHistory
TDYTeledyne Technologies IncCOM275$183.4K<0.1%−191−41.0%ReducedHistory
PSAPublic StorageCOM575$183.0K<0.1%+25+4.5%AddedHistory
Global X Uranium ETF37954Y871ETF4,183$182.8K<0.1%−1,043−20.0%Reduced–
ASHAshland Inc.COM2,748$181.1K<0.1%−1,015−27.0%ReducedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF3,993$181.0K<0.1%−430−9.7%Reduced–
PIMCO ETF Tr72201R817INV GRD CRP BD1,868$181.0K<0.1%−261−12.3%Reduced–
WTRGEssential Utilities, Inc.COM4,723$180.9K<0.1%+174+3.8%AddedHistory
MYRGMyr Group Inc.COM361$180.6K<0.1%+313+652.1%AddedHistory
FLOFlowers Foods IncCOM22,799$180.1K<0.1%−22,463−49.6%ReducedHistory
HUMHumana IncStock453$180.0K<0.1%−40−8.1%ReducedHistory
Capital Group Dividend Growe14021L109SHS ETF4,794$179.8K<0.1%+8+0.2%Added–
Virtus ETF Tr II92790A868KAR MID-CAP ETF7,167$179.8K<0.1%−655−8.4%Reduced–
ARESAres Management CorpCL A COM STK1,609$179.1K<0.1%−1,262−44.0%ReducedHistory
VMIValmont Industries IncCOM310$179.1K<0.1%−116−27.2%ReducedHistory
KEPKorea Electric Power CorpSPONSORED ADR14,779$178.8K<0.1%−6,756−31.4%ReducedHistory
AEEAmeren CorpCOM1,580$178.6K<0.1%−267−14.5%ReducedHistory
THCTenet Healthcare CorpCOM NEW950$177.7K<0.1%−969−50.5%ReducedHistory
UUnity Software Inc.COM6,213$177.6K<0.1%+5,230+532.0%AddedHistory
NKENIKE, Inc.Stock4,316$177.2K<0.1%−11,409−72.6%ReducedHistory
FNFFidelity National Financial, Inc.COM SHS3,737$176.2K<0.1%−1,138−23.3%ReducedHistory
DDDuPont de Nemours, Inc.Stock1,298$176.1K<0.1%−283−17.9%ReducedConverted for a 1-for-3 splitHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW6,468$175.9K<0.1%−4,274−39.8%ReducedHistory
Global X FDS37954Y889S&P 500 CATHOLIC1,987$175.8K<0.1%−2−0.1%Reduced–
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,031$175.0K<0.1%−311−4.2%Reduced–
GPKGraphic Packaging Holding CoCOM16,512$174.5K<0.1%+9,608+139.2%AddedHistory
WPCW. P. Carey Inc.COM2,436$174.2K<0.1%−867−26.2%ReducedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF1,480$173.6K<0.1%−1,388−48.4%Reduced–
AGLagilon health, inc.COM NEW1,619$173.5K<0.1%−438−21.3%ReducedHistory
VLTOVeralto CorpStock1,956$173.5K<0.1%−326−14.3%ReducedHistory
CRCrane CoCOMMON STOCK774$172.7K<0.1%−325−29.6%ReducedHistory
OKTAOkta, Inc.CL A1,264$172.5K<0.1%−69−5.2%ReducedHistory
iShares Inc464286400MSCI BRAZIL ETF4,999$172.5K<0.1%−2,052−29.1%Reduced–
FICOFair Isaac CorpCOM144$172.3K<0.1%−137−48.8%ReducedHistory
TKOTKO Group Holdings, Inc.CL A855$172.1K<0.1%−391−31.4%ReducedHistory
CTVACorteva, Inc.Stock2,031$172.0K<0.1%−1,320−39.4%ReducedHistory
GDDYGoDaddy Inc.CL A2,026$172.0K<0.1%+1,288+174.5%AddedHistory
MTArcelorMittalNY REGISTRY SH2,851$171.7K<0.1%−1,729−37.8%ReducedHistory
MCBMetropolitan Bank Holding Corp.COM1,737$171.5K<0.1%+1,734+57,800.0%AddedHistory
MTDRMatador Resources CoCOM3,445$171.5K<0.1%+273+8.6%AddedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,666$171.3K<0.1%−106−6.0%Reduced–
HEI.AHeico CorpCL A664$171.3K<0.1%+86+14.9%AddedHistory
RKLBRocket Lab CorpCOM1,683$171.1K<0.1%+418+33.0%AddedHistory
SSRMSSR Mining Inc.Stock6,049$171.1K<0.1%−4,096−40.4%ReducedHistory
BlackRock ETF Trust II092528835ISHA GLO USD ETF3,391$170.5K<0.1%+3,391New–
iShares Core MSCI Total International Stock ETF46432F834ETF1,785$170.4K<0.1%−693−28.0%Reduced–
FEFirstenergy CorpCOM3,581$170.3K<0.1%−193−5.1%ReducedHistory
GHCGraham Holdings CoCOM CL B149$170.1K<0.1%−61−29.0%ReducedHistory
TECKTeck Resources LtdCL B2,855$169.8K<0.1%−132−4.4%ReducedHistory
TSTenaris SASPONSORED ADS3,043$168.9K<0.1%−2,057−40.3%ReducedHistory
MORNMorningstar, Inc.COM1,079$168.3K<0.1%+463+75.2%AddedHistory
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,097$167.9K<0.1%−60−0.5%ReducedHistory
iShares Inc464286327MSCI GLB SLV&MTL5,441$167.7K<0.1%−199−3.5%Reduced–
CSLCarlisle Companies IncCOM462$167.6K<0.1%+35+8.2%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW1,309$167.3K<0.1%−2,149−62.1%Reduced–
OMCOmnicom Group Inc.COM2,296$167.3K<0.1%−4,284−65.1%ReducedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF1,561$167.2K<0.1%−779−33.3%Reduced–
AIZAssurant, Inc.Stock621$166.8K<0.1%+21+3.5%AddedHistory
STNGScorpio Tankers Inc.SHS2,406$166.6K<0.1%−812−25.2%ReducedHistory
SRSpire IncCOM2,129$166.3K<0.1%−563−20.9%ReducedHistory
iShares Tr46429B499MSCI NORWAY ETF5,291$166.2K<0.1%+4,432+515.9%Added–
FRSHFreshworks Inc.Stock16,421$166.2K<0.1%+9,962+154.2%AddedHistory
iShares Tr46434V282U S EQUITY FACTR2,197$166.1K<0.1%+6+0.3%Added–

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