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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
EMEEMCOR Group, Inc.Stock1,545$1.28M<0.1%−330−17.6%ReducedHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK7,496$1.28M<0.1%+7,496NewHistory
Exchange Place Advis301471108N SQ RCIM TAX-ADV PR49,728$1.27M<0.1%+51+0.1%Added–
MCDMcDonalds CorpStock4,683$1.27M<0.1%−1,094−18.9%ReducedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF1,795$1.26M<0.1%−300−14.3%ReducedHistory
FTITechnipFMC plcCOM18,868$1.25M<0.1%−4,275−18.5%ReducedHistory
FTNTFortinet, Inc.Stock8,127$1.25M<0.1%−2,002−19.8%ReducedHistory
PHParker-Hannifin CorpStock1,270$1.24M<0.1%+15+1.2%AddedHistory
Schwab U.S. Broad Market ETF808524102ETF42,163$1.22M<0.1%−3,235−7.1%Reduced–
GDGeneral Dynamics CorpStock3,435$1.22M<0.1%−885−20.5%ReducedHistory
NEENextera Energy IncStock13,786$1.21M<0.1%−361−2.6%ReducedHistory
iShares S&P 100 ETF464287101ETF3,305$1.21M<0.1%−694−17.4%Reduced–
BlackRock ETF Trust09290C509ISHA US AWAR ETF15,036$1.21M<0.1%+1,601+11.9%Added–
DALDelta Air Lines, Inc.COM NEW12,856$1.20M<0.1%−3,591−21.8%ReducedHistory
RSGRepublic Services, Inc.COM5,584$1.19M<0.1%−3,834−40.7%ReducedHistory
Schwab U.S. Small-Cap ETF808524607ETF32,862$1.19M<0.1%−7,929−19.4%Reduced–
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN29,499$1.19M<0.1%+366+1.3%AddedHistory
PCGPG&E CorpStock69,390$1.17M<0.1%−19,908−22.3%ReducedHistory
PEPPepsiCo IncStock8,618$1.17M<0.1%−4,636−35.0%ReducedHistory
MRSHMarsh & McLennan Companies, Inc.Stock6,994$1.17M<0.1%−1,815−20.6%ReducedHistory
iShares Russell 2000 ETF464287655ETF3,854$1.16M<0.1%−1,295−25.2%Reduced–
Schwab Strategic Tr808524862SHT TM US TRES47,629$1.15M<0.1%−5,199−9.8%Reduced–
State Street Health Care Select Sector SPDR ETF81369Y209ETF7,238$1.15M<0.1%−2,128−22.7%Reduced–
Vanguard Whitehall FDS921946794INTL HIGH ETF11,669$1.15M<0.1%−7,163−38.0%Reduced–
AFLAflac IncStock9,771$1.15M<0.1%−8,060−45.2%ReducedHistory
iShares S&P 500 Value ETF464287408ETF5,038$1.14M<0.1%−2,131−29.7%Reduced–
DUKDuke Energy CORPStock8,942$1.13M<0.1%−2,461−21.6%ReducedHistory
OXYOccidental Petroleum CorpStock23,220$1.13M<0.1%−14,715−38.8%ReducedHistory
BLKBlackRock, Inc.Stock1,156$1.11M<0.1%−170−12.8%ReducedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF3,614$1.11M<0.1%−3,295−47.7%Reduced–
DGXQuest Diagnostics IncCOM5,172$1.10M<0.1%−4,431−46.1%ReducedHistory
ABNBAirbnb, Inc.Stock7,660$1.10M<0.1%−963−11.2%ReducedHistory
EOGEOG Resources IncStock8,443$1.10M<0.1%−3,510−29.4%ReducedHistory
iShares Semiconductor ETF464287523ETF1,701$1.09M<0.1%+894+110.8%Added–
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR42,918$1.08M<0.1%−29,728−40.9%ReducedHistory
KEYSKeysight Technologies, Inc.Stock3,057$1.07M<0.1%−2,024−39.8%ReducedHistory
Innovator ETFs Trust45783Y681NASDAQ 100 MANA29,300$1.07M<0.1%00.0%Unchanged–
CRMSalesforce, Inc.Stock6,808$1.07M<0.1%−4,441−39.5%ReducedHistory
CCLCarnival Corp Ltd.Stock37,222$1.06M<0.1%+408+1.1%AddedHistory
iShares Tr46435U853BROAD USD HIGH28,702$1.06M<0.1%+1,523+5.6%Added–
WMWaste Management IncStock4,741$1.06M<0.1%−1,361−22.3%ReducedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF13,020$1.05M<0.1%−4,544−25.9%ReducedConverted for a 4-for-1 split–
AB Active ETFs Inc00039J103ULTRA SHORT INCM20,782$1.05M<0.1%−1,063−4.9%Reduced–
WCNWaste Connections, Inc.COM6,205$1.03M<0.1%+1,893+43.9%AddedHistory
VZVerizon Communications IncStock24,327$1.03M<0.1%−4,859−16.6%ReducedHistory
WMBWilliams Companies, Inc.COM13,823$1.03M<0.1%−2,759−16.6%ReducedHistory
Schwab International Equity ETF808524805ETF36,940$1.02M<0.1%−4,492−10.8%Reduced–
INCYIncyte CorpCOM9,004$1.02M<0.1%−4,066−31.1%ReducedHistory
Schwab US Tips ETF808524870ETF38,425$1.02M<0.1%−6,068−13.6%Reduced–
NETCloudflare, Inc.CL A COM4,140$1.02M<0.1%−46−1.1%ReducedHistory
HPEHewlett Packard Enterprise CoCOM22,281$1.01M<0.1%−4,204−15.9%ReducedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF18,971$1.00M<0.1%+2,892+18.0%Added–
CALMCal-Maine Foods IncCOM NEW12,416$1.00M<0.1%+5,817+88.1%AddedHistory
AITApplied Industrial Technologies IncCOM2,946$996.3K<0.1%+195+7.1%AddedHistory
ETEnergy Transfer LPCOM UT LTD PTN51,741$989.3K<0.1%−1,151−2.2%ReducedHistory
BNYBank of New York Mellon CorpStock6,766$978.5K<0.1%−1,071−13.7%ReducedHistory
Direxion Shs ETF Tr25459W862DRX S&P500BULL3,613$977.9K<0.1%−5,353−59.7%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF11,824$977.2K<0.1%−6,996−37.2%Reduced–
NVTnVent Electric plcSHS5,740$973.4K<0.1%−533−8.5%ReducedHistory
SNOWSnowflake Inc.Stock3,819$972.0K<0.1%−6,810−64.1%ReducedHistory
ETREntergy CorpCOM8,451$970.7K<0.1%−73−0.9%ReducedHistory
iShares Tr464289859CORE 80 20 ETF9,913$967.5K<0.1%+30+0.3%Added–
STRKStrategy IncSERIES A PERP PF16,355$962.0K<0.1%+14,891+1,017.1%AddedHistory
MPWRMonolithic Power Systems, Inc.COM690$954.3K<0.1%−44−6.0%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF10,397$936.8K<0.1%−492−4.5%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF17,525$930.7K<0.1%+822+4.9%Added–
RYRoyal Bank of CanadaStock4,481$927.3K<0.1%−2,520−36.0%ReducedHistory
PLDPrologis, Inc.REIT6,803$921.7K<0.1%−574−7.8%ReducedHistory
iShares Tr464287234MSCI EMG MKT ETF13,467$921.2K<0.1%+20+0.1%Added–
JCIJohnson Controls International plcStock6,292$919.3K<0.1%−1,304−17.2%ReducedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE9,146$898.6K<0.1%+179+2.0%Added–
PKGPackaging Corp of AmericaStock3,754$894.6K<0.1%−4,204−52.8%ReducedHistory
SYMSymbotic Inc.Stock19,858$892.6K<0.1%−310−1.5%ReducedHistory
XELXcel Energy IncStock11,091$890.6K<0.1%−1,263−10.2%ReducedHistory
BKNGBooking Holdings Inc.Stock4,989$889.2K<0.1%−2,686−35.0%ReducedConverted for a 25-for-1 splitHistory
iShares Inc464286517JP MORGAN EM ETF20,681$877.5K<0.1%+10,028+94.1%Added–
SFBSServisFirst Bancshares, Inc.COM10,115$877.5K<0.1%−9,001−47.1%ReducedHistory
iShares Tr464288570ESG MSCI KLD ETF6,156$876.5K<0.1%+826+15.5%Added–
Invesco Nasdaq 100 ETF46138G649ETF2,889$875.2K<0.1%−1,135−28.2%Reduced–
NOWServiceNow, Inc.Stock8,806$874.2K<0.1%−3,270−27.1%ReducedHistory
iShares Tr464287721U.S. TECH ETF3,461$872.9K<0.1%−921−21.0%Reduced–
MOAltria Group, Inc.Stock12,128$872.6K<0.1%−1,590−11.6%ReducedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF35,357$871.9K<0.1%−3,827−9.8%Reduced–
CBSHCommerce Bancshares IncStock15,055$869.4K<0.1%+2,695+21.8%AddedHistory
TMOThermo Fisher Scientific Inc.Stock1,715$860.1K<0.1%−969−36.1%ReducedHistory
USBUS Bancorp DECOM NEW14,227$859.2K<0.1%−2,014−12.4%ReducedHistory
NEMNEWMONT CorpStock9,120$851.8K<0.1%−4,808−34.5%ReducedHistory
CDNSCadence Design Systems IncStock2,255$846.1K<0.1%+381+20.3%AddedHistory
ADPAutomatic Data Processing IncStock3,764$843.1K<0.1%−788−17.3%ReducedHistory
MOHMolina Healthcare, Inc.COM3,674$840.2K<0.1%+475+14.8%AddedHistory
AONAon plcCL A2,522$836.6K<0.1%−116−4.4%ReducedHistory
First Tr Exchange-Traded FD33734H106SHS17,341$835.5K<0.1%+3,057+21.4%Added–
DISWalt Disney CoStock8,653$832.9K<0.1%−1,999−18.8%ReducedHistory
SPGIS&P Global Inc.Stock2,039$830.5K<0.1%−838−29.1%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF3,367$829.1K<0.1%−2,713−44.6%Reduced–
Franklin Templeton ETF Tr35473P652FTSE EUROPE21,236$825.0K<0.1%−36,912−63.5%Reduced–
ESEversource EnergyStock11,331$818.9K<0.1%+4,390+63.2%AddedHistory
ORLYO Reilly Automotive IncStock8,873$817.1K<0.1%−5,333−37.5%ReducedHistory
PWRQuanta Services, Inc.COM1,133$815.7K<0.1%−89−7.3%ReducedHistory
iShares Tr46435G193ESG AWRE USD ETF35,106$812.7K<0.1%−12,992−27.0%Reduced–

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