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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 Inc464286764MSCI SPAIN ETF1,111$66.0K<0.1%−15,174−93.2%Reduced–
ASNDAscendis Pharma A/SORD SHS247$65.9K<0.1%−25−9.2%ReducedHistory
HSICHenry Schein IncCOM782$65.3K<0.1%−154−16.5%ReducedHistory
FHIFederated Hermes, Inc.CL B1,182$65.3K<0.1%−1,830−60.8%ReducedHistory
INSMINSMED IncCOM PAR $.01611$65.1K<0.1%−215−26.0%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM311$65.1K<0.1%−276−47.0%ReducedHistory
PSNParsons CorpCOM1,239$64.9K<0.1%+176+16.6%AddedHistory
AALAmerican Airlines Group Inc.Stock3,590$64.9K<0.1%+706+24.5%AddedHistory
SWXSouthwest Gas Holdings, Inc.COM729$64.6K<0.1%−370−33.7%ReducedHistory
WFRDWeatherford International plcORD SHS790$64.4K<0.1%−145−15.5%ReducedHistory
TRVITrevi Therapeutics, Inc.COM3,452$64.4K<0.1%+3,441+31,281.8%AddedHistory
BCHBank of ChileSPONSORED ADS1,610$64.0K<0.1%−1,334−45.3%ReducedHistory
FMCFMC CorpCOM NEW5,547$63.8K<0.1%−3,494−38.6%ReducedHistory
WSFSWSFS Financial CorpCOM831$63.8K<0.1%−386−31.7%ReducedHistory
NATNordic American Tankers LtdCOM11,505$63.7K<0.1%+5,606+95.0%AddedHistory
EIGEmployers Holdings, Inc.COM1,262$63.7K<0.1%+805+176.1%AddedHistory
iShares Tr464288687PFD AND INCM SEC2,083$63.5K<0.1%+1,969+1,727.2%Added–
KNFKnife River CorpStock759$63.5K<0.1%−918−54.7%ReducedHistory
ACMAecomCOM908$63.4K<0.1%−140−13.4%ReducedHistory
COLMColumbia Sportswear CoCOM1,024$63.3K<0.1%+32+3.2%AddedHistory
DYDycom Industries IncCOM125$63.2K<0.1%−83−39.9%ReducedHistory
VSECVse CorpCOM276$63.1K<0.1%−240−46.5%ReducedHistory
PTGXProtagonist Therapeutics, IncCOM514$63.0K<0.1%−397−43.6%ReducedHistory
Bank of Amer Corp0605056827.25%CNV PFD L50$62.7K<0.1%00.0%Unchanged–
UTFCohen & Steers Infrastructure Fund IncCOM2,262$62.4K<0.1%+10.0%AddedHistory
STAGSTAG Industrial, Inc.COM1,639$62.4K<0.1%+56+3.5%AddedHistory
U.S. Global Jets ETF26922A842ETF1,874$62.2K<0.1%00.0%Unchanged–
REYNReynolds Consumer Products Inc.COM2,317$62.2K<0.1%−2,297−49.8%ReducedHistory
ADCAgree Realty CorpCOM821$62.2K<0.1%−460−35.9%ReducedHistory
UDRUDR, Inc.COM1,555$62.1K<0.1%+336+27.6%AddedHistory
GNTXGentex CorpCOM2,453$62.0K<0.1%−689−21.9%ReducedHistory
SNSharkNinja, Inc.COM SHS407$62.0K<0.1%−606−59.8%ReducedHistory
LBTYALiberty Global Ltd.COM CL A5,449$62.0K<0.1%−1,309−19.4%ReducedHistory
MOG.AMoog Inc.CL A146$61.9K<0.1%−110−43.0%ReducedHistory
WBSWebster Financial CorpCOM810$61.9K<0.1%−2,717−77.0%ReducedHistory
TIMBTim S.A.SPONSORED ADR2,875$61.6K<0.1%−1,669−36.7%ReducedHistory
TKRTimken CoCOM423$61.5K<0.1%−327−43.6%ReducedHistory
MEIMethode Electronics IncCOM3,228$61.2K<0.1%+627+24.1%AddedHistory
RBB FD Inc74933W601MOTLEY FOL ETF800$60.9K<0.1%00.0%Unchanged–
CARAvis Budget Group, Inc.COM412$60.9K<0.1%−68−14.2%ReducedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP573$60.9K<0.1%−798−58.2%ReducedHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,321$60.8K<0.1%−101−7.1%Reduced–
Sprott FDS Tr85208P873SILVER MINERS1,210$60.7K<0.1%+1,210New–
IOSPInnospec Inc.COM746$60.7K<0.1%+28+3.9%AddedHistory
REGRegency Centers CorpCOM761$60.7K<0.1%−66−8.0%ReducedHistory
HUNHuntsman CORPCOM5,706$60.6K<0.1%−1,534−21.2%ReducedHistory
NUNu Holdings Ltd.ORD SHS CL A4,534$60.6K<0.1%−1,934−29.9%ReducedHistory
WDWalker & Dunlop, Inc.COM1,106$60.5K<0.1%+526+90.7%AddedHistory
CNSCohen & Steers, Inc.COM794$60.5K<0.1%+184+30.2%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR2,055$60.2K<0.1%−2,023−49.6%ReducedHistory
MSBIMidland States Bancorp, Inc.COM1,932$60.2K<0.1%+503+35.2%AddedHistory
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$60.0K<0.1%00.0%Unchanged–
INDVIndivior Pharmaceuticals, Inc.COM1,462$60.0K<0.1%−744−33.7%ReducedHistory
ALTAltimmune, Inc.COM NEW19,717$59.9K<0.1%−15,933−44.7%ReducedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,333$59.8K<0.1%−376−22.0%ReducedHistory
HRLHormel Foods CorpCOM2,395$59.4K<0.1%+940+64.6%AddedHistory
FSVFirstService CorpCOM418$59.4K<0.1%+95+29.4%AddedHistory
MCMoelis & CoCL A908$59.4K<0.1%−275−23.2%ReducedHistory
PFGCPerformance Food Group CoCOM531$59.4K<0.1%−309−36.8%ReducedHistory
ZBHZimmer Biomet Holdings, Inc.Stock688$59.2K<0.1%−222−24.4%ReducedHistory
AMBAAmbarella IncSHS690$59.2K<0.1%+22+3.3%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF2,039$59.2K<0.1%−2,015−49.7%Reduced–
Vanguard Communication Services ETF92204A884ETF321$59.0K<0.1%−321−50.0%Reduced–
VTRSViatris IncStock3,715$59.0K<0.1%−1,956−34.5%ReducedHistory
WKCWorld Kinect CorpCOM1,788$58.9K<0.1%+1,067+148.0%AddedHistory
ENTGEntegris IncCOM327$58.9K<0.1%−95−22.5%ReducedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP1,214$58.6K<0.1%+3+0.2%Added–
MATXMatson, Inc.COM305$58.6K<0.1%+23+8.2%AddedHistory
DLXDeluxe CorpCOM2,450$58.5K<0.1%+103+4.4%AddedHistory
HIMSHims & Hers Health, Inc.Stock1,686$58.5K<0.1%+1,256+292.1%AddedHistory
STWDStarwood Property Trust, Inc.COM3,566$58.4K<0.1%−1,587−30.8%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK4,315$58.4K<0.1%−1,270−22.7%ReducedHistory
SKYTSkyWater Technology, LLCCOM1,675$58.3K<0.1%+1,375+458.3%AddedHistory
EQHEquitable Holdings, Inc.COM1,329$58.3K<0.1%−1,172−46.9%ReducedHistory
XPOXPO, Inc.COM284$58.3K<0.1%−300−51.4%ReducedHistory
HPPHudson Pacific Properties, Inc.COM3,836$58.3K<0.1%+2,190+133.0%AddedHistory
PRIPrimerica, Inc.Stock205$58.3K<0.1%−89−30.3%ReducedHistory
ONCBeOne Medicines Ltd.ADR204$58.1K<0.1%−165−44.7%ReducedHistory
ECPGEncore Capital Group IncCOM623$58.1K<0.1%−146−19.0%ReducedHistory
CTRECareTrust REIT, Inc.COM1,440$58.1K<0.1%−759−34.5%ReducedHistory
RLAYRelay Therapeutics, Inc.COM3,103$58.1K<0.1%+227+7.9%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM2,905$58.0K<0.1%+1,973+211.7%AddedHistory
GHIGreystone Housing Impact Investors LPBEN UNIT CTF10,000$58.0K<0.1%00.0%UnchangedHistory
PHIPLDT Inc.SPONSORED ADR3,300$57.8K<0.1%−4,090−55.3%ReducedHistory
CFFNCapitol Federal Financial, Inc.COM6,792$57.8K<0.1%−2,584−27.6%ReducedHistory
SWKSSkyworks Solutions, Inc.Stock852$57.8K<0.1%−598−41.2%ReducedHistory
ET.PIEnergy Transfer LP9.250% FXD PFD I5,000$57.3K<0.1%00.0%UnchangedHistory
MURMurphy Oil CorpCOM1,754$57.1K<0.1%−598−25.4%ReducedHistory
BLDRBuilders FirstSource, Inc.Stock638$57.1K<0.1%−1,844−74.3%ReducedHistory
PSMTPricesmart IncCOM292$57.0K<0.1%−359−55.1%ReducedHistory
HCSGHealthcare Services Group IncCOM2,322$57.0K<0.1%+323+16.2%AddedHistory
GGGGraco IncCOM754$57.0K<0.1%−791−51.2%ReducedHistory
USASAmericas Gold & Silver CorpCOM NEW12,071$57.0K<0.1%−333−2.7%ReducedHistory
CWENClearway Energy, Inc.CL C1,661$56.8K<0.1%+162+10.8%AddedHistory
RLIRli CorpCOM961$56.8K<0.1%+314+48.5%AddedHistory
INFYInfosys LtdSPONSORED ADR5,410$56.8K<0.1%+475+9.6%AddedHistory
CAVACava Group, Inc.COM723$56.7K<0.1%−317−30.5%ReducedHistory
Dimensional ETF Trust25434V773INTL SMALL CAP E1,619$56.7K<0.1%−638−28.3%Reduced–
UFCSUnited Fire Group IncCOM1,081$56.7K<0.1%−690−39.0%ReducedHistory
FOXFox CorpCL B COM1,210$56.7K<0.1%−1,628−57.4%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