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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
Sprott FDS Tr85208P402SPROTT CRITICAL4,493$140.0K<0.1%+4,493New–
BBWIBath & Body Works, Inc.COM6,045$139.8K<0.1%−2,893−32.4%ReducedHistory
iShares Inc46434G855MSCI GBL GOLD MN2,162$139.7K<0.1%00.0%Unchanged–
ETHAiShares Ethereum Trust ETFSHS11,695$139.1K<0.1%−2,628−18.3%ReducedHistory
CPBCAMPBELL'S CoCOM6,243$139.0K<0.1%+149+2.4%AddedHistory
CLSCelestica IncStock380$138.4K<0.1%−189−33.2%ReducedHistory
WAYWaystar Holding Corp.COM6,714$137.8K<0.1%+716+11.9%AddedHistory
NOVNOV Inc.COM7,426$137.7K<0.1%−407−5.2%ReducedHistory
LYVLive Nation Entertainment, Inc.COM752$137.7K<0.1%−134−15.1%ReducedHistory
ADUSAddus HomeCare CorpCOM1,370$137.6K<0.1%+133+10.8%AddedHistory
STEPStepStone Group Inc.COM CL A3,319$137.3K<0.1%+345+11.6%AddedHistory
FWONKLiberty Media CorpCOM LBTY ONE S C1,440$137.0K<0.1%−575−28.5%ReducedHistory
Doubleline ETF Trust25861R105OPPO CORE BD ETF3,000$136.8K<0.1%+3,000New–
ENSGEnsign Group, IncCOM851$136.5K<0.1%−141−14.2%ReducedHistory
AXTAAxalta Coating Systems Ltd.COM3,982$136.3K<0.1%−7,507−65.3%ReducedHistory
WDAYWorkday, Inc.CL A1,113$136.3K<0.1%−191−14.6%ReducedHistory
TROWPrice T Rowe Group IncStock1,195$135.8K<0.1%−798−40.0%ReducedHistory
SCIService Corp InternationalCOM1,787$135.7K<0.1%−1,132−38.8%ReducedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$135.4K<0.1%00.0%UnchangedHistory
OGSONE Gas, Inc.COM1,739$134.0K<0.1%+173+11.0%AddedHistory
MYEMyers Industries IncCOM3,794$134.0K<0.1%+1,599+72.8%AddedHistory
DTDynatrace, Inc.Stock3,044$133.7K<0.1%+1,532+101.3%AddedHistory
MUSAMurphy USA Inc.COM248$133.7K<0.1%−15−5.7%ReducedHistory
WSMWilliams Sonoma IncCOM571$133.1K<0.1%−382−40.1%ReducedHistory
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$133.1K<0.1%00.0%Unchanged–
CRUSCirrus Logic, Inc.Stock894$132.8K<0.1%−549−38.0%ReducedHistory
EGEverest Group, Ltd.COM371$132.5K<0.1%−70−15.9%ReducedHistory
KNKnowles CorpCOM3,181$131.9K<0.1%−1,216−27.7%ReducedHistory
CVECenovus Energy Inc.COM5,312$131.8K<0.1%−2,795−34.5%ReducedHistory
JPCNuveen Preferred & Income Opportunities FundCOM16,645$131.2K<0.1%00.0%UnchangedHistory
PLPlanet Labs PBCCOM CL A3,953$131.0K<0.1%+988+33.3%AddedHistory
OZKBank OZKCOM2,505$130.5K<0.1%+205+8.9%AddedHistory
RJFRaymond James Financial IncCOM856$130.1K<0.1%−599−41.2%ReducedHistory
OBDCBlue Owl Capital CorpCOM11,966$130.1K<0.1%+3,807+46.7%AddedHistory
IRENIREN LtdORDINARY SHARES2,844$130.1K<0.1%+2,762+3,368.3%AddedHistory
PBAPembina Pipeline CorpCOM2,805$129.7K<0.1%−1,349−32.5%ReducedHistory
iShares Core High Dividend ETF46429B663ETF4,719$129.4K<0.1%00.0%UnchangedConverted for a 5-for-1 split–
FERFerrovial N.V.ORD SHS1,880$129.0K<0.1%−625−25.0%ReducedHistory
LNTAlliant Energy CorpStock1,683$128.4K<0.1%−399−19.2%ReducedHistory
PSOPearson PLCSPONSORED ADR8,082$128.4K<0.1%−5,268−39.5%ReducedHistory
FISVFiserv IncStock2,615$128.2K<0.1%−7,288−73.6%ReducedHistory
EXLSExlService Holdings, Inc.COM4,959$128.2K<0.1%−2,792−36.0%ReducedHistory
HRHealthcare Realty Trust IncCL A COM6,357$128.2K<0.1%−660−9.4%ReducedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,091$128.2K<0.1%−359−24.8%Reduced–
SONSonoco Products CoCOM2,274$128.1K<0.1%−202−8.2%ReducedHistory
PORPortland General Electric CoCOM NEW2,471$128.1K<0.1%−224−8.3%ReducedHistory
BROBrown & Brown, Inc.Stock1,990$127.7K<0.1%−986−33.1%ReducedHistory
DPZDominos Pizza IncCOM431$127.6K<0.1%−106−19.7%ReducedHistory
SNNSmith & Nephew PLCSPDN ADR NEW4,420$127.3K<0.1%−2,007−31.2%ReducedHistory
MMSIMerit Medical Systems IncCOM1,833$127.1K<0.1%+282+18.2%AddedHistory
CARGCarGurus, Inc.COM CL A3,722$126.9K<0.1%−56−1.5%ReducedHistory
PBFPBF Energy Inc.CL A2,783$126.7K<0.1%−1,945−41.1%ReducedHistory
ALCAlcon IncStock1,881$126.2K<0.1%−971−34.0%ReducedHistory
TCBITexas Capital Bancshares IncCOM1,220$126.0K<0.1%−284−18.9%ReducedHistory
IHGIntercontinental Hotels Group PLCSPONSORED ADS727$125.9K<0.1%−757−51.0%ReducedHistory
CPCanadian Pacific Kansas City LtdCOM1,450$125.6K<0.1%−678−31.9%ReducedHistory
LPLALPL Financial Holdings Inc.COM445$125.3K<0.1%−280−38.6%ReducedHistory
ALLYAlly Financial Inc.Stock2,724$125.2K<0.1%−519−16.0%ReducedHistory
CFCF Industries Holdings, Inc.COM1,155$125.0K<0.1%−341−22.8%ReducedHistory
FMXMexican Economic Development IncSPON ADR UNITS977$124.9K<0.1%−898−47.9%ReducedHistory
ESTCElastic N.V.ORD SHS2,181$124.4K<0.1%−1,873−46.2%ReducedHistory
TTANServiceTitan, Inc.SHS CL A1,758$124.3K<0.1%+172+10.8%AddedHistory
ABCBAmeris BancorpCOM1,374$124.0K<0.1%−371−21.3%ReducedHistory
ROIVRoivant Sciences Ltd.SHS3,503$124.0K<0.1%−930−21.0%ReducedHistory
MELIMercadolibre IncCOM73$123.9K<0.1%−57−43.8%ReducedHistory
NWLNewell Brands Inc.Stock20,173$123.9K<0.1%−456−2.2%ReducedHistory
Vanguard Admiral FDS Inc921932844MIDCP 400 VAL1,084$123.7K<0.1%+1,084New–
AVBAvalonbay Communities IncCOM654$123.4K<0.1%−165−20.1%ReducedHistory
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$123.3K<0.1%00.0%Unchanged–
EVTCEVERTEC, Inc.COM4,437$123.3K<0.1%+135+3.1%AddedHistory
Direxion Shares ETF Trust Da TE Be 3X ETF25461H317ETF19,998$123.2K<0.1%+19,998New–
KHCKraft Heinz CoStock5,198$122.8K<0.1%+1,844+55.0%AddedHistory
EQNREquinor ASASPONSORED ADR3,907$122.7K<0.1%−1,450−27.1%ReducedHistory
Vanguard Materials ETF92204A801ETF536$122.6K<0.1%−433−44.7%Reduced–
ASTSAST SpaceMobile, Inc.COM CL A1,376$122.3K<0.1%+655+90.8%AddedHistory
Pacer FDS Tr69374H634AMERICAN ENERGY2,687$122.2K<0.1%+5+0.2%Added–
AIPArteris, Inc.COM2,513$122.1K<0.1%+1,320+110.6%AddedHistory
SIGISelective Insurance Group IncCOM1,258$122.0K<0.1%−282−18.3%ReducedHistory
VSNTVersant Media Group, Inc.COM CL A3,383$121.8K<0.1%+362+12.0%AddedHistory
WWayfair Inc.CL A1,317$121.7K<0.1%+28+2.2%AddedHistory
KIMKimco Realty CorpCOM4,800$121.7K<0.1%−259−5.1%ReducedHistory
GHGuardant Health, Inc.COM810$121.5K<0.1%−195−19.4%ReducedHistory
SJMJ M SMUCKER CoStock1,080$121.5K<0.1%+557+106.5%AddedHistory
AFGAmerican Financial Group IncCOM868$121.5K<0.1%+25+3.0%AddedHistory
JLLJones Lang Lasalle IncCOM391$121.2K<0.1%−599−60.5%ReducedHistory
COMPCompass, Inc.CL A9,799$120.8K<0.1%+20+0.2%AddedHistory
MTRNMATERION CorpCOM406$120.7K<0.1%+11+2.8%AddedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF2,528$120.6K<0.1%−37,965−93.8%Reduced–
Schwab Strategic Tr808524680LONG TERM US3,851$120.5K<0.1%00.0%Unchanged–
NGVTIngevity CorpCOM1,614$120.5K<0.1%−39−2.4%ReducedHistory
SOLSSolstice Advanced Materials Inc.COM SHS1,360$120.5K<0.1%+160+13.3%AddedHistory
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$120.4K<0.1%00.0%UnchangedHistory
BXPBXP, Inc.COM1,816$120.4K<0.1%+722+66.0%AddedHistory
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$120.3K<0.1%00.0%Unchanged–
RAREUltragenyx Pharmaceutical Inc.COM3,582$119.6K<0.1%+1,415+65.3%AddedHistory
ESLTElbit Systems LtdStock157$119.1K<0.1%−173−52.4%ReducedHistory
BRKRBruker CorpCOM1,979$119.1K<0.1%+479+31.9%AddedHistory
FNVFranco Nevada CorpStock571$119.0K<0.1%−8−1.4%ReducedHistory
VICIVici Properties Inc.COM4,481$119.0K<0.1%−5,422−54.8%ReducedHistory
ZTOZTO Express (Cayman) Inc.SPONSORED ADS A5,295$118.5K<0.1%−3,434−39.3%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