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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 Tr464287861EUROPE ETF5,061$368.7K<0.1%−1,664−24.7%Reduced–
VSATViasat IncCOM4,103$368.5K<0.1%+77+1.9%AddedHistory
ITTItt Inc.COM1,861$367.9K<0.1%−600−24.4%ReducedHistory
CTASCintas CorpStock2,163$367.8K<0.1%−691−24.2%ReducedHistory
CPRTCopart IncCOM13,037$367.5K<0.1%+30+0.2%AddedHistory
IRMIron Mountain IncCOM2,884$364.2K<0.1%+88+3.1%AddedHistory
ProShares Tr74350P675ULTRAPRO SHORT9,999$363.1K<0.1%+9,999New–
RBCRBC Bearings INCCOM562$362.0K<0.1%+69+14.0%AddedHistory
CMECME Group Inc.COM1,639$361.9K<0.1%−1,126−40.7%ReducedHistory
VanEck Semiconductor ETF92189F676ETF552$361.9K<0.1%+37+7.2%Added–
HSTHost Hotels & Resorts, Inc.COM15,259$361.8K<0.1%+877+6.1%AddedHistory
ANAutonation, Inc.COM1,945$361.4K<0.1%+7+0.4%AddedHistory
BEBloom Energy CorpCOM CL A1,193$361.1K<0.1%+166+16.2%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock1,338$360.6K<0.1%−645−32.5%ReducedHistory
Schwab U.S. Mid-Cap ETF808524508ETF9,762$359.9K<0.1%−2,212−18.5%Reduced–
ROKRockwell Automation, IncStock727$359.7K<0.1%−399−35.4%ReducedHistory
MFCManulife Financial CorpCOM8,853$358.6K<0.1%−5,913−40.0%ReducedHistory
iShares Tr46436E759ESG EAFE ETF4,216$356.7K<0.1%+719+20.6%Added–
Unified Ser Tr90470L519ONEA CORE BD ETF15,631$355.1K<0.1%+5,172+49.5%Added–
RIORio Tinto PLCADR3,739$354.9K<0.1%−1,395−27.2%ReducedHistory
RLRalph Lauren CorpCL A881$353.6K<0.1%−370−29.6%ReducedHistory
OCOwens CorningStock2,224$353.5K<0.1%+208+10.3%AddedHistory
FDXFFedEx Freight Holding Company, Inc.COMMON STOCK2,337$352.9K<0.1%+2,337NewHistory
GSATGlobalstar, Inc.COM NEW4,341$352.9K<0.1%+157+3.8%AddedHistory
SYFSynchrony FinancialCOM4,632$352.3K<0.1%−1,956−29.7%ReducedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD5,566$352.1K<0.1%−4,851−46.6%ReducedHistory
SLBSLB LimitedStock7,566$351.7K<0.1%−3,679−32.7%ReducedHistory
LYBLyondellBasell Industries N.V.SHS - A -6,679$351.6K<0.1%+1,707+34.3%AddedHistory
DOVDOVER CorpCOM1,561$350.0K<0.1%−412−20.9%ReducedHistory
PLXSPlexus CorpCOM1,164$350.0K<0.1%−18−1.5%ReducedHistory
PRUPrudential Financial IncStock3,235$349.1K<0.1%−341−9.5%ReducedHistory
MTDMettler Toledo International IncCOM273$348.8K<0.1%−90−24.8%ReducedHistory
NINisource Inc.COM7,332$348.6K<0.1%−43−0.6%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,015$348.0K<0.1%−480−32.1%Reduced–
DLRDigital Realty Trust, Inc.COM1,935$347.5K<0.1%−215−10.0%ReducedHistory
PBProsperity Bancshares IncCOM4,753$347.1K<0.1%−527−10.0%ReducedHistory
ROLRollins IncCOM8,259$344.7K<0.1%−1,872−18.5%ReducedHistory
Tidal Trust II88636R479DEFIA AI PWR ETF10,302$344.2K<0.1%+10,302New–
HLIHoulihan Lokey, Inc.CL A2,565$344.0K<0.1%−257−9.1%ReducedHistory
OSKOshkosh CorpCOM2,231$342.4K<0.1%+7+0.3%AddedHistory
MKCMcCormick & Co IncStock6,787$342.2K<0.1%+4,306+173.6%AddedHistory
CASYCaseys General Stores IncCOM430$341.8K<0.1%−40−8.5%ReducedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT16,575$340.8K<0.1%−1,260−7.1%ReducedHistory
ONOn Semiconductor CorpStock3,602$340.6K<0.1%−2,963−45.1%ReducedHistory
CMSCMS Energy CorpCOM4,422$338.3K<0.1%−505−10.2%ReducedHistory
Global X FDS37954Y624AUTONMOUS EV ETF8,737$337.0K<0.1%+8,737New–
iShares Tr464288513IBOXX HI YD ETF4,182$334.5K<0.1%−2,860−40.6%Reduced–
ADMArcher-Daniels-Midland CoStock4,375$334.2K<0.1%−4,743−52.0%ReducedHistory
AMKRAmkor Technology, Inc.COM3,865$333.3K<0.1%−446−10.3%ReducedHistory
EATBrinker International, IncStock1,982$333.0K<0.1%−39−1.9%ReducedHistory
WALWestern Alliance BancorporationCOM4,043$332.4K<0.1%+2,256+126.2%AddedHistory
CMGChipotle Mexican Grill IncCOM9,766$332.0K<0.1%−12,974−57.1%ReducedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF5,739$331.0K<0.1%−5,715−49.9%Reduced–
WTSWatts Water Technologies IncCL A844$330.5K<0.1%−104−11.0%ReducedHistory
BALLBALL CorpCOM5,286$329.8K<0.1%−955−15.3%ReducedHistory
GWWW.W. Grainger, Inc.Stock240$326.5K<0.1%−114−32.2%ReducedHistory
Global X FDS37954Y368S&P EX US ETF8,217$326.1K<0.1%−125−1.5%Reduced–
HALOHalozyme Therapeutics, Inc.COM4,146$324.5K<0.1%+1,145+38.2%AddedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW2,623$323.8K<0.1%−133−4.8%ReducedHistory
FTAIFTAI Aviation Ltd.SHS1,195$323.3K<0.1%−89−6.9%ReducedHistory
ProShares Tr74347R107PSHS ULT S&P 5004,795$323.1K<0.1%+823+20.7%Added–
JEFJefferies Financial Group Inc.COM6,460$322.9K<0.1%+1,998+44.8%AddedHistory
BTSGBrightSpring Health Services, Inc.COM4,624$322.5K<0.1%−94−2.0%ReducedHistory
BlackRock ETF Trust09290C764ISHA IN CTRY ETF8,799$322.0K<0.1%+6,154+232.7%Added–
NUENucor CorpCOM1,440$320.9K<0.1%−624−30.2%ReducedHistory
Northern LTS FD Tr IV66538H369INSPIRE FAITH MD7,336$320.5K<0.1%+1,278+21.1%Added–
PPLPPL CorpCOM8,816$320.5K<0.1%+3,450+64.3%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF2,187$320.2K<0.1%+30+1.4%Added–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE6,670$318.1K<0.1%−877−11.6%Reduced–
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$317.4K<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD336917109SHS6,502$316.4K<0.1%00.0%Unchanged–
CHTRCharter Communications, Inc.CL A2,220$315.7K<0.1%+1,157+108.8%AddedHistory
BlackRock ETF Trust09290C855ISHA LA CORE ETF6,257$315.2K<0.1%−302−4.6%Reduced–
AXSAxis Capital Holdings LtdSHS2,932$315.0K<0.1%−1,357−31.6%ReducedHistory
MTBM&T Bank CorpCOM1,319$314.0K<0.1%−338−20.4%ReducedHistory
MLMMartin Marietta Materials IncCOM543$313.2K<0.1%+158+41.0%AddedHistory
PEGPublic Service Enterprise Group IncCOM3,848$312.3K<0.1%+1,529+65.9%AddedHistory
RKTRocket Companies, Inc.Stock19,791$311.7K<0.1%−10,081−33.7%ReducedHistory
LHLabcorp Holdings Inc.Stock1,111$311.0K<0.1%−826−42.6%ReducedHistory
BNSBank of Nova ScotiaCOM3,575$310.5K<0.1%−963−21.2%ReducedHistory
SFMSprouts Farmers Market, Inc.COM3,666$310.1K<0.1%−3,831−51.1%ReducedHistory
FIVEFive Below, IncCOM1,722$309.6K<0.1%−553−24.3%ReducedHistory
GDXUBank of MontrealMICROSCTR 3X LEV3,618$308.5K<0.1%+203+5.9%AddedHistory
IRDMIridium Communications Inc.COM5,621$308.3K<0.1%+1,871+49.9%AddedHistory
NSCNorfolk Southern CorpStock980$308.3K<0.1%−643−39.6%ReducedHistory
NVRNVR IncCOM45$308.0K<0.1%+41+1,025.0%AddedHistory
HLNHaleon plcADR32,803$306.0K<0.1%−24,723−43.0%ReducedHistory
CVNACarvana Co.CL A4,642$305.5K<0.1%−478−9.3%ReducedConverted for a 5-for-1 splitHistory
IEXIdex CorpCOM1,341$304.4K<0.1%−105−7.3%ReducedHistory
AWKAmerican Water Works Company, Inc.Stock2,311$304.1K<0.1%+332+16.8%AddedHistory
SPDR Series Trust78468R721STATE STREET SPD6,636$303.9K<0.1%00.0%Unchanged–
INGING Groep NVSPONSORED ADR9,681$303.8K<0.1%−4,901−33.6%ReducedHistory
Vanguard Consumer Staples ETF92204A207ETF1,343$302.9K<0.1%+45+3.5%Added–
Amplify LQD Investment Grade 12 Target Income ETF032108326ETF12,331$302.2K<0.1%+12,331New–
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,424$301.2K<0.1%+4+0.2%Added–
BHPBHP Group LtdADR3,601$300.0K<0.1%−1,785−33.1%ReducedHistory
CHEChemed CorpCOM644$299.9K<0.1%+238+58.6%AddedHistory
EWEdwards Lifesciences CorpStock3,308$299.3K<0.1%−1,151−25.8%ReducedHistory
Innovator ETFs Trust45783Y855DEFINED WLT SHLD8,720$298.8K<0.1%+3,820+78.0%Added–
ROPRoper Technologies IncStock881$298.2K<0.1%−1,131−56.2%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