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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
TGTTarget CorpStock4,570$596.8K<0.1%+150+3.4%AddedHistory
Angel Oak Funds Trust03463K752OAK ULTRASHORT11,694$596.5K<0.1%+1,361+13.2%Added–
MMM3M CoStock3,672$594.5K<0.1%−771−17.4%ReducedHistory
EMREmerson Electric CoStock4,112$588.7K<0.1%−962−19.0%ReducedHistory
SCOProShares Trust IIULSHT BLOOMB OIL16,803$588.4K<0.1%+16,803NewHistory
MSCIMSCI Inc.Stock1,046$585.9K<0.1%−137−11.6%ReducedHistory
TMToyota Motor CorpADS3,475$585.3K<0.1%−969−21.8%ReducedHistory
HLTHilton Worldwide Holdings Inc.COM1,762$582.3K<0.1%−458−20.6%ReducedHistory
ELVElevance Health, Inc.Stock1,503$581.7K<0.1%−509−25.3%ReducedHistory
ICEIntercontinental Exchange, Inc.Stock4,719$580.9K<0.1%−1,302−21.6%ReducedHistory
SCCOSouthern Copper CorpStock3,313$577.4K<0.1%−2,333−41.3%ReducedHistory
CRSCarpenter Technology CorpCOM931$574.3K<0.1%+172+22.7%AddedHistory
TEAMAtlassian CorpCL A7,380$574.1K<0.1%+2,940+66.2%AddedHistory
SNXTD Synnex CorpCOM2,145$573.5K<0.1%+689+47.3%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock1,969$572.1K<0.1%−920−31.8%ReducedHistory
COLBColumbia Banking System, Inc.COM17,830$571.5K<0.1%−2,457−12.1%ReducedHistory
BURLBurlington Stores, Inc.COM1,797$569.3K<0.1%−495−21.6%ReducedHistory
REGNRegeneron Pharmaceuticals, Inc.COM912$568.4K<0.1%−968−51.5%ReducedHistory
BEAMBeam Therapeutics Inc.COM16,556$568.2K<0.1%+16,540+103,375.0%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF10,769$568.2K<0.1%−1,402−11.5%Reduced–
MDTMedtronic plcStock7,246$566.9K<0.1%−1,791−19.8%ReducedHistory
COKECoca-Cola Consolidated, Inc.COM2,967$566.5K<0.1%−456−13.3%ReducedHistory
MHKMohawk Industries IncCOM4,631$561.9K<0.1%+502+12.2%AddedHistory
SPGSimon Property Group Inc.REIT2,505$560.2K<0.1%−698−21.8%ReducedHistory
CWCurtiss Wright CorpStock738$559.2K<0.1%−94−11.3%ReducedHistory
Schwab Strategic Tr8085247141 5YR CORP BD22,675$559.2K<0.1%−74−0.3%Reduced–
STESTERIS plcSHS USD2,650$558.0K<0.1%−85−3.1%ReducedHistory
ProShares Tr74350P659ULTRAPRO SHORT S14,999$556.0K<0.1%+14,999New–
BMOBank of MontrealCOM3,145$555.7K<0.1%−1,141−26.6%ReducedHistory
SANBanco Santander, S.A.ADR40,219$555.0K<0.1%−20,483−33.7%ReducedHistory
ATOAtmos Energy CorpCOM3,146$541.9K<0.1%+610+24.1%AddedHistory
TELTE Connectivity plcStock2,683$541.1K<0.1%−841−23.9%ReducedHistory
iShares Tr464287630RUS 2000 VAL ETF2,443$540.4K<0.1%−47,153−95.1%Reduced–
SBUXStarbucks CorpStock5,255$537.1K<0.1%−1,319−20.1%ReducedHistory
NTRANatera, Inc.COM1,971$535.0K<0.1%−269−12.0%ReducedHistory
PYPLPayPal Holdings, Inc.Stock12,377$534.4K<0.1%−659−5.1%ReducedHistory
VIKViking Holdings LtdORD SHS5,094$533.2K<0.1%+471+10.2%AddedHistory
CPAYCorpay, Inc.COM SHS1,600$533.1K<0.1%−751−31.9%ReducedHistory
EXPEExpedia Group, Inc.Stock2,081$532.5K<0.1%−372−15.2%ReducedHistory
SHOPShopify Inc.Stock4,659$532.0K<0.1%−1,875−28.7%ReducedHistory
ALLAllstate CorpStock2,227$530.0K<0.1%−710−24.2%ReducedHistory
NBIXNeurocrine Biosciences IncStock3,136$528.5K<0.1%−1,421−31.2%ReducedHistory
TTETotalEnergies SEACT6,767$526.2K<0.1%−3,307−32.8%ReducedHistory
KBKB Financial Group Inc.SPONSORED ADR5,009$525.8K<0.1%−4,084−44.9%ReducedHistory
INTUIntuit Inc.Stock2,007$523.8K<0.1%−43−2.1%ReducedHistory
SHWSherwin Williams CoCOM1,508$519.4K<0.1%−516−25.5%ReducedHistory
HASHasbro, Inc.COM6,262$517.2K<0.1%−1,090−14.8%ReducedHistory
BWABorgwarner IncCOM7,783$516.8K<0.1%−2,346−23.2%ReducedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR12,900$516.1K<0.1%+3,932+43.8%AddedHistory
CARRCarrier Global CorpStock7,032$515.8K<0.1%−1,439−17.0%ReducedHistory
CMCSAComcast CorpStock20,977$515.0K<0.1%−4,740−18.4%ReducedHistory
NYTNew York Times CoCL A7,353$514.6K<0.1%−2,890−28.2%ReducedHistory
Global X FDS37954Y830GLOBAL X COPPER6,681$514.2K<0.1%−15−0.2%Reduced–
DTEDte Energy CoCOM3,369$513.3K<0.1%+1,467+77.1%AddedHistory
CSXCSX CorpStock10,795$513.1K<0.1%−5,764−34.8%ReducedHistory
ESIElement Solutions IncCOM10,725$512.1K<0.1%+275+2.6%AddedHistory
iShares Tr46435G243ESG AWRE 1 5 YR20,446$511.0K<0.1%+20,446New–
SPDR Series Trust78464A805ST STR PR SP15005,616$509.9K<0.1%+20+0.4%Added–
EPDEnterprise Products Partners L.P.Stock13,867$509.7K<0.1%−196−1.4%ReducedHistory
TDGTransDigm Group INCCOM379$505.7K<0.1%−26−6.4%ReducedHistory
ATIAti IncStock2,557$504.0K<0.1%−1,199−31.9%ReducedHistory
FNFabrinetSHS892$501.4K<0.1%−363−28.9%ReducedHistory
DKNGDraftKings Inc.Stock19,665$496.7K<0.1%+2,504+14.6%AddedHistory
HBANHuntington Bancshares IncCOM27,914$494.9K<0.1%−10,258−26.9%ReducedHistory
TTWOTake Two Interactive Software IncCOM1,976$494.1K<0.1%+461+30.4%AddedHistory
DDOGDatadog, Inc.CL A COM1,896$493.6K<0.1%−925−32.8%ReducedHistory
MTZMastec IncCOM1,180$490.9K<0.1%−188−13.7%ReducedHistory
AZNAstraZeneca PLCADR2,588$490.7K<0.1%−1,090−29.6%ReducedHistory
URIUnited Rentals, Inc.COM431$488.2K<0.1%−76−15.0%ReducedHistory
WPMWheaton Precious Metals Corp.COM4,341$487.6K<0.1%−319−6.8%ReducedHistory
Fidelity Merrimack STR Tr316188846SYSTEMATIC MUN9,671$487.5K<0.1%+9,671New–
BKRBaker Hughes CoCL A8,751$485.7K<0.1%−2,985−25.4%ReducedHistory
EHCEncompass Health CorpCOM4,760$481.1K<0.1%−997−17.3%ReducedHistory
ARMKAramarkCOM8,453$481.0K<0.1%−1,245−12.8%ReducedHistory
JHGJanus Henderson Group Ltd.ORD SHS9,141$474.9K<0.1%−2,168−19.2%ReducedHistory
UGIUgi CorpStock13,615$470.3K<0.1%+1,181+9.5%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD4,859$468.0K<0.1%−2,160−30.8%Reduced–
OKEONEOK IncCOM5,370$466.9K<0.1%+133+2.5%AddedHistory
AAgilent Technologies, Inc.COM3,509$466.0K<0.1%−1,152−24.7%ReducedHistory
Franklin Templeton ETF Tr35473P686FTSE TAIWAN4,415$465.9K<0.1%−4,615−51.1%Reduced–
ProShares Tr74349Y704ULTRA BITCOIN ET57,140$464.0K<0.1%+10.0%Added–
Northern LTS FD Tr IV66538H633INSPIRE CORP BD19,504$463.6K<0.1%+1,249+6.8%Added–
LITELumentum Holdings Inc.COM540$463.4K<0.1%+125+30.1%AddedHistory
EDConsolidated Edison IncStock4,186$463.0K<0.1%+113+2.8%AddedHistory
TOLToll Brothers, Inc.COM2,797$460.8K<0.1%−838−23.1%ReducedHistory
MAAMid America Apartment Communities Inc.COM3,305$459.2K<0.1%+1,662+101.2%AddedHistory
iShares Global Clean Energy ETF464288224ETF22,343$457.8K<0.1%+22,343New–
AGQProShares Trust IIULTRA SILVER NEW6,716$456.8K<0.1%−100−1.5%ReducedHistory
Strategy Shs86280R134EVENTIDE SMALL C14,318$455.2K<0.1%−5,575−28.0%Reduced–
Direxion Daily Semiconductor Bear 3X ETF25461H291ETF140,394$454.9K<0.1%+140,394New–
SRESempraStock4,898$454.1K<0.1%−67−1.3%ReducedHistory
iShares Inc46434G863ESG AWR MSCI EM8,280$452.8K<0.1%−1,093−11.7%Reduced–
EXELExelixis, Inc.COM8,321$452.7K<0.1%−2,694−24.5%ReducedHistory
GBTCGrayscale Bitcoin Trust ETFETF9,911$451.1K<0.1%+2,687+37.2%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,536$450.1K<0.1%−456−22.9%ReducedHistory
NRGNRG Energy, Inc.Stock3,082$450.1K<0.1%−143−4.4%ReducedHistory
Strategy Shs86280R118EVENTIDE LARGE C15,615$448.6K<0.1%−5,805−27.1%Reduced–
NCLHNorwegian Cruise Line Holdings Ltd.SHS21,157$446.6K<0.1%−2,134−9.2%ReducedHistory
VTRVentas, Inc.REIT5,017$445.5K<0.1%−1,303−20.6%ReducedHistory
AYIAcuity Inc. (DE)Stock1,178$443.7K<0.1%+182+18.3%AddedHistory

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