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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
NVMINova Ltd.COM218$118.4K<0.1%−161−42.5%ReducedHistory
LINCLincoln Educational Services CorpCOM2,371$118.3K<0.1%−65−2.7%ReducedHistory
MXLMaxlinear, IncCOM918$117.5K<0.1%−645−41.3%ReducedHistory
BlackRock ETF Trust II092528504ISHARES AAA CLO2,259$117.3K<0.1%+1,394+161.2%Added–
FSKFS KKR Capital CorpCOM11,148$117.1K<0.1%+1,259+12.7%AddedHistory
SVMSilvercorp Metals IncCOM11,574$116.9K<0.1%−2,603−18.4%ReducedHistory
FHBFirst Hawaiian, Inc.COM3,986$116.8K<0.1%+559+16.3%AddedHistory
SANMSanmina CorpCOM460$116.4K<0.1%−588−56.1%ReducedHistory
Gmo ETF Trust90139K100US QUALITY ETF2,784$115.9K<0.1%+1,055+61.0%Added–
WYWeyerhaeuser CoCOM NEW4,797$114.8K<0.1%+305+6.8%AddedHistory
UNMUnum GroupStock1,280$114.4K<0.1%−715−35.8%ReducedHistory
Vanguard Energy ETF92204A306ETF759$114.0K<0.1%−630−45.4%Reduced–
BRSPBrightSpire Capital, Inc.COM CL A20,866$113.7K<0.1%+5,792+38.4%AddedHistory
ANFAbercrombie & Fitch CoCL A1,262$113.6K<0.1%−624−33.1%ReducedHistory
CRBGCorebridge Financial, Inc.COM3,945$112.9K<0.1%−364−8.4%ReducedHistory
SNEXStoneX Group Inc.COM953$112.9K<0.1%−149−13.5%ReducedHistory
SIRISirius XM Holdings Inc.COMMON STOCK3,793$112.0K<0.1%−165−4.2%ReducedHistory
RVMDRevolution Medicines, Inc.COM598$112.0K<0.1%+366+157.8%AddedHistory
GILGildan Activewear Inc.Stock2,169$111.9K<0.1%−1,457−40.2%ReducedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,753$111.9K<0.1%+46+1.7%Added–
CCICrown Castle Inc.REIT1,476$111.8K<0.1%−754−33.8%ReducedHistory
SAIASaia IncCOM264$111.2K<0.1%−95−26.5%ReducedHistory
CSTMConstellium SECL A SHS3,470$110.6K<0.1%+18+0.5%AddedHistory
NENoble Corp plcORD SHS A2,953$110.1K<0.1%−127−4.1%ReducedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$109.9K<0.1%00.0%UnchangedHistory
AAAUGoldman Sachs Physical Gold ETFUNIT2,775$109.8K<0.1%−3,018−52.1%ReducedHistory
TENBTenable Holdings, Inc.COM2,974$109.7K<0.1%−575−16.2%ReducedHistory
STSensata Technologies Holding plcSHS2,284$109.0K<0.1%+97+4.4%AddedHistory
XYZBlock, Inc.CL A1,434$109.0K<0.1%+591+70.1%AddedHistory
CTSHCognizant Technology Solutions CorpCL A2,811$108.9K<0.1%−1,859−39.8%ReducedHistory
VRNSVaronis Systems IncCOM2,592$108.8K<0.1%+1,232+90.6%AddedHistory
AVTAvnet IncCOM1,222$108.5K<0.1%−436−26.3%ReducedHistory
MPTMedical Properties Trust IncCOM23,475$108.5K<0.1%−4,061−14.7%ReducedHistory
Pacer FDS Tr69374H659CASH COWS ETF2,300$108.3K<0.1%−1,631−41.5%Reduced–
Global X FDS37954Y715RBTCS ARTFL INTE2,853$108.2K<0.1%+388+15.7%Added–
DOXAmdocs LtdSHS2,138$108.1K<0.1%−117−5.2%ReducedHistory
WITWipro LtdSPON ADR 1 SH48,037$108.1K<0.1%−11,852−19.8%ReducedHistory
QQnity Electronics, Inc.COMMON STOCK661$108.0K<0.1%−414−38.5%ReducedHistory
BAHBooz Allen Hamilton Holding CorpCL A1,778$107.9K<0.1%+1,243+232.3%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY2,176$107.8K<0.1%+106+5.1%Added–
DOCNDigitalOcean Holdings, Inc.COM686$107.7K<0.1%+135+24.5%AddedHistory
iShares S&P Small-Cap 600 Growth ETF464287887ETF603$107.7K<0.1%00.0%Unchanged–
Etfis Ser Tr I26923G822VIRTUS INFRCAP5,229$107.6K<0.1%+729+16.2%Added–
VIAVViavi Solutions Inc.COM2,251$107.5K<0.1%+979+77.0%AddedHistory
CHDNChurchill Downs IncCOM1,194$107.0K<0.1%−151−11.2%ReducedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF1,740$106.9K<0.1%+143+9.0%Added–
Direxion Shs ETF Tr25459W458DLY SCOND 3XBU400$106.7K<0.1%+400New–
FXEInvesco CurrencyShares Euro TrustEURO SHS1,011$106.6K<0.1%+2+0.2%AddedHistory
STRLSterling Infrastructure, Inc.COM127$106.6K<0.1%−11−8.0%ReducedHistory
MKTXMarketaxess Holdings IncCOM938$106.5K<0.1%−2,160−69.7%ReducedHistory
DNPDNP Select Income Fund IncCOM9,795$105.7K<0.1%00.0%UnchangedHistory
ZTSZoetis Inc.Stock1,468$105.5K<0.1%−817−35.8%ReducedHistory
ZIONZions Bancorporation, National AssociationCOM1,519$105.1K<0.1%−586−27.8%ReducedHistory
STZConstellation Brands, Inc.Stock749$104.2K<0.1%−1,712−69.6%ReducedHistory
RTORentokil Initial PLCSPONSORED ADR3,639$104.1K<0.1%−457−11.2%ReducedHistory
SBACSba Communications CorpCL A587$103.6K<0.1%−141−19.4%ReducedHistory
KGCKinross Gold CorpCOM4,374$103.3K<0.1%−2,780−38.9%ReducedHistory
PENNPENN Entertainment, Inc.COM4,824$103.0K<0.1%+2,169+81.7%AddedHistory
VLYValley National BancorpCOM7,018$102.8K<0.1%−4,091−36.8%ReducedHistory
NTRNutrien Ltd.COM1,631$102.7K<0.1%−112−6.4%ReducedHistory
SPNTSiriusPoint LtdCOM4,275$102.6K<0.1%+571+15.4%AddedHistory
CNHCNH Industrial N.V.SHS9,125$102.5K<0.1%−7,968−46.6%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID1,810$102.3K<0.1%00.0%Unchanged–
AESAES CorpStock6,978$102.3K<0.1%+1,682+31.8%AddedHistory
ALVAutoliv IncCOM880$102.3K<0.1%−713−44.8%ReducedHistory
Praxis FDS74006E728IMPACT INTL ETF4,124$101.9K<0.1%+4,124New–
VMRKVivmark ResidentialSH BEN INT1,500$101.9K<0.1%−322−17.7%ReducedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,356$101.6K<0.1%−500−26.9%Reduced–
CACCCredit Acceptance CorpCOM159$101.2K<0.1%+16+11.2%AddedHistory
INGRIngredion IncCOM1,068$101.1K<0.1%−744−41.1%ReducedHistory
QSRRestaurant Brands International Inc.COM1,393$101.0K<0.1%+36+2.7%AddedHistory
COLDAmericold Realty TrustCOM6,423$101.0K<0.1%+2,201+52.1%AddedHistory
RGTIRigetti Computing, Inc.COMMON STOCK5,225$100.9K<0.1%+574+12.3%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM1,198$100.9K<0.1%+961+405.5%AddedHistory
HAEHaemonetics CorpCOM1,344$100.8K<0.1%−576−30.0%ReducedHistory
THWabrdn World Healthcare FundBEN INT SHS7,500$100.5K<0.1%00.0%UnchangedHistory
DEODiageo PLCSPON ADR NEW1,250$100.5K<0.1%+50+4.2%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF3,274$100.2K<0.1%−114−3.4%Reduced–
SLMSLM CorpCOM3,859$100.1K<0.1%+778+25.3%AddedHistory
DRSLeonardo DRS, Inc.Stock2,342$99.9K<0.1%+544+30.3%AddedHistory
ARIApollo Commercial Real Estate Finance, Inc.COM9,323$99.6K<0.1%+1,297+16.2%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM2,236$99.6K<0.1%−1,076−32.5%ReducedHistory
SOLVSolventum CorpStock1,290$99.5K<0.1%+282+28.0%AddedHistory
GGenpact LTDSHS3,618$99.5K<0.1%−7,774−68.2%ReducedHistory
BIDUBaidu, Inc.ADR869$99.3K<0.1%−221−20.3%ReducedHistory
CELCCelcuity Inc.COM944$98.8K<0.1%+124+15.1%AddedHistory
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX3,000$98.7K<0.1%−7,000−70.0%Reduced–
AWPabrdn Global Premier Properties FundCOM SH BEN INT8,333$98.7K<0.1%00.0%UnchangedHistory
NWENorthWestern Energy Group, Inc.COM NEW1,377$98.6K<0.1%−1,269−48.0%ReducedHistory
AEISAdvanced Energy Industries IncCOM264$98.4K<0.1%−123−31.8%ReducedHistory
SITMSITIME CorpCOM132$98.4K<0.1%+34+34.7%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR1,360$98.3K<0.1%−1,337−49.6%Reduced–
BULLWebull CorpORD SHS15,077$98.3K<0.1%+817+5.7%AddedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$98.1K<0.1%00.0%Unchanged–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$97.9K<0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V449S&P 100 EQL WIGH759$97.9K<0.1%00.0%Unchanged–
FTVFortive CorpStock1,599$97.7K<0.1%−1,139−41.6%ReducedHistory
ENVAEnova International, Inc.COM405$97.5K<0.1%+20+5.2%AddedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,171$97.3K<0.1%−457−28.1%Reduced–
Northern LTS FD Tr IV66538H187INSPIRE FIDELIS2,295$97.0K<0.1%+10.0%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