EverSource Wealth Advisors, LLC

CIK

1710537

Location

BIRMINGHAM, AL

Portfolio Value

Mid $1,337,250,918

Diversification

Diversified

Filing Date

Global Rank

#1,668 / 8,710 ▼ 570

Top Industry

Semiconductors 10.2%

Period ended 3 months ago

Filed Jul 24, 2026 · 58d

19 quarters · since Dec 2021

Portfolio Concentration

3,516 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.1%

−5.0 pts

Top 5

17.1%

−9.4 pts

Top 10

29.1%

−7.6 pts

HHI

122

Diversified−91

Portfolio Trend

19 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	30.9%	$413,408,947	482
Financial Services	14.5%	$193,455,446	646
Unclassified	10.3%	$137,500,547	43
Industrials	9.9%	$132,953,479	460
Consumer Cyclical	9.9%	$132,885,869	368
Healthcare	6.5%	$87,415,150	565
Communication Services	5.2%	$70,020,517	157
Energy	4.0%	$52,931,404	172
Consumer Defensive	2.8%	$37,193,582	149
Basic Materials	2.7%	$36,742,381	179
Utilities	1.9%	$24,754,533	90
Real Estate	1.3%	$17,989,063	205

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SSNC	SS&C Technologies Holdings Inc	+43,506	47,035	$2,918,518
MP	MP Materials Corp. / DE	+39,225	41,561	$2,327,828
POOL	Pool Corp	+36,313	37,236	$8,002,012
SOFI	SoFi Technologies, Inc.	+33,445	37,832	$678,323
FCX	Freeport-Mcmoran Inc	+32,377	55,030	$3,460,832
PSLV	Sprott Physical Silver Trust	+30,749	167,767	$3,165,763
CRSP	CRISPR Therapeutics AG	+21,006	110,689	$6,036,977
HQY	Healthequity, Inc.	+17,503	83,393	$7,532,051
IBIT	iShares Bitcoin Trust ETF	+17,376	100,108	$3,332,595
PHYS	Sprott Physical Gold Trust	+17,284	82,485	$2,488,572
BEAM	Beam Therapeutics Inc.	+16,540	16,556	$568,200
GNRC	Generac Holdings Inc.	+13,462	22,479	$6,582,072
KLAC	Kla Corp	+13,083	14,876	$4,488,233
FFAI	Faraday Future Intelligent Electric Inc.	+12,325	14,210	$491,310
OWL	Blue Owl Capital Inc.	+11,704	25,512	$223,228
SLS	SELLAS Life Sciences Group, Inc.	+10,017	10,039	$148,175
FRSH	Freshworks Inc.	+9,962	16,421	$166,178
RXRX	Recursion Pharmaceuticals, Inc.	+9,668	12,614	$46,292
GPK	Graphic Packaging Holding Co	+9,608	16,512	$174,529
LKQ	Lkq Corp	+8,784	70,413	$1,853,973
ARKB	Ark 21Shares Bitcoin ETF	+8,156	88,591	$1,723,980
GOSS	Gossamer Bio, Inc.	+7,368	13,325	$2,197
CRWV	CoreWeave, Inc.	+6,773	8,093	$805,573
DJT	Trump Media & Technology Group Corp.	+6,685	11,199	$86,677
FBTC	Fidelity Wise Origin Bitcoin Fund	+6,513	458,888	$23,426,232
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
IVZ	Invesco Ltd.	−100,307	16,706	$440,866
GOOGL	Alphabet Inc.	−91,192	103,812	$37,099,288
AMH	American Homes 4 Rent	−74,818	20,239	$678,408
FHN	First Horizon Corp	−71,085	7,279	$186,630
AAPL	Apple Inc.	−63,139	191,650	$55,455,840
AGQ	ProShares Trust II	−53,995	6,716	$456,755
IIIV	i3 Verticals, Inc.	−47,423	203	$4,335
LYG	Lloyds Banking Group plc	−42,443	66,821	$389,562
WMT	Walmart Inc.	−31,851	81,600	$9,242,010
NVDA	Nvidia Corp	−31,000	242,540	$48,529,822
STT	State Street Corp	−30,185	1,180	$200,122
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	−29,728	42,918	$1,075,520
HLN	Haleon plc	−24,723	32,803	$306,048
TNGX	Tango Therapeutics, Inc.	−24,594	1,432	$44,761
ADT	ADT Inc.	−22,534	12,949	$84,166
FLO	Flowers Foods Inc	−22,463	22,799	$180,109
AMZN	Amazon Com Inc	−21,619	140,524	$33,492,485
SO	Southern Co	−21,457	32,514	$3,111,911
SAN	Banco Santander, S.A.	−20,483	40,219	$555,017
SMFG	Sumitomo Mitsui Financial Group, Inc.	−20,449	12,385	$292,034
TKC	Turkcell Iletisim Hizmetleri A S	−20,014	14,820	$87,138
PCG	PG&E Corp	−19,908	69,390	$1,167,136
WTI	W&T Offshore Inc	−19,365	6,423	$20,231
CIG	Energy Co Of Minas Gerais	−18,253	14,258	$29,940
ASX	ASE Technology Holding Co., Ltd.	−16,391	16,743	$755,441
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPCX	Space Exploration Technologies Corp	7,496	$1,280,763
CCL	Carnival Corp Ltd.	37,222	$1,063,428
TTE	TotalEnergies SE	6,767	$526,197
UTHR	UNITED THERAPEUTICS Corp	789	$427,499
NXPL	NextPlat Corp	58,067	$391,952
HONA	Honeywell Aerospace Inc.	1,724	$380,654
FDXF	FedEx Freight Holding Company, Inc.	2,337	$352,887
NTAP	NetApp, Inc.	1,844	$285,373
LNG	Cheniere Energy, Inc.	777	$185,707
THC	Tenet Healthcare Corp	950	$177,723
WPC	W. P. Carey Inc.	2,436	$174,172
DVA	Davita Inc.	736	$163,740
AGNC	AGNC Investment Corp.	12,944	$141,086
ATII	Archimedes Tech SPAC Partners II Co.	8,500	$91,630
FGDL	Franklin Templeton Holdings Trust	1,414	$75,464
CTRE	CareTrust REIT, Inc.	1,440	$58,100
RLMD	Relmada Therapeutics, Inc.	6,816	$47,166
VPG	Vishay Precision Group, Inc.	247	$37,026
NXG	NXG NextGen Infrastructure Income Fund	500	$32,355
GLDI	Credit Suisse AG	213	$29,937
CGAU	Centerra Gold Inc.	1,794	$28,452
VGNT	Versigent PLC	563	$23,649
NMZ	Nuveen Municipal High Income Opportunity Fund	1,587	$16,774
BFC	Bank First Corp	110	$16,317
CYD	China Yuchai International Ltd	310	$14,696
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
VB	Vanguard Morningstar Small-Cap ETF	1,356,926	$263,141,464
PRXG	Praxis Impact Large Cap Growth ETF	4,762,276	$152,306,532
DCOR	Dimensional US Core Equity 1 ETF	3,136,295	$133,037,086
VEA	Vanguard FTSE Developed Markets ETF	1,960,679	$125,640,308
BIV	Vanguard Intermediate-Term Bond ETF	1,181,142	$88,621,496
BNDW	Vanguard Total World Bond ETF	1,083,713	$64,928,593
VEU	Vanguard FTSE All-World Ex-US ETF	842,010	$50,350,948
—		558,707	$48,365,920
AAAP	Pacer Barings CLO Market Flex ETF	610,404	$36,625,791
BNDX	Vanguard Total International Bond ETF	760,455	$36,539,858
ACSG	American Century Small Cap Growth Insights ETF	412,239	$35,714,927
VIG	Vanguard Dividend Appreciation ETF	132,763	$27,793,465
AAAD	PGIM AAA CLO Aggregate Duration ETF	446,124	$22,575,743
FNDA	Schwab Fundamental U.S. Small Company ETF	768,470	$21,689,802
AAAA	Amplius Aggressive Asset Allocation ETF	753,023	$20,111,331
VBIL	Vanguard 0-3 Month Treasury Bill ETF	253,575	$19,182,947
CGUS	Capital Group Core Equity ETF	495,894	$19,052,246
CGCB	Capital Group Core Bond ETF	793,082	$18,153,510
BILZ	PIMCO Ultra Short Government Active ETF	619,377	$17,876,370
CVGD	CresAlta Global Dividend ETF	600,714	$16,105,139
FBCG	Fidelity Blue Chip Growth ETF	423,697	$15,536,197
VIGI	Vanguard International Dividend Appreciation ETF	126,151	$13,571,397
AIEQ	Amplify AI Powered Equity ETF	309,409	$13,194,637
CGGR	Capital Group Growth ETF	321,269	$12,911,800
—		288,834	$11,273,742
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,516 tracked positions · $1,337,250,918 total · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 3,516 positions by value · page 1 of 71

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	191,650	-63,139	$55,455,840	−14.2%	4.15%
IAU	Ishares Gold Trust	Reduced	655,374	-11,071	$49,487,287	−15.8%	3.70%
NVDA	Nvidia Corp Technology	Reduced	242,540	-31,000	$48,529,822	+1.7%	3.63%
AMAT	Applied Materials Inc /De Technology	Reduced	51,878	-4,215	$37,507,794	+95.6%	2.80%
GOOGL	Alphabet Inc. Communication Services	Reduced	103,812	-91,192	$37,099,288	−33.8%	2.77%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	81,299	-5,185	$34,194,355	+6.4%	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	140,524	-21,619	$33,492,485	−0.8%	2.50%
AVGO	Broadcom Inc. Technology	Reduced	87,009	-15,970	$32,867,643	+3.1%	2.46%
APO	Apollo Global Management, Inc. Financial Services	Reduced	254,392	-6,009	$30,097,113	+3.7%	2.25%
MSFT	Microsoft Corp Technology	Reduced	80,326	-15,162	$29,963,198	−15.2%	2.24%
ASML	Asml Holding NV Technology	Reduced	14,139	-919	$28,128,686	+41.4%	2.10%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	458,888	+6,513	$23,426,232	−12.3%	1.75%
SPY	Spdr S&P 500 ETF Trust PUT + SHARES	Reduced	30,803	-2,278	$23,002,754	+6.9%	1.72%
QQQ	Invesco Qqq Trust, Series 1	Reduced	26,836	-273	$19,762,029	+26.3%	1.48%
DELL	Dell Technologies Inc. Technology	Reduced	38,636	-1,229	$16,669,882	+154.8%	1.25%
PLTR	Palantir Technologies Inc. Technology	Reduced	127,814	-7,885	$14,912,054	−24.9%	1.12%
PGR	Progressive Corp/Oh/ Financial Services	Reduced	66,007	-2,126	$14,419,224	+6.8%	1.08%
CRH	Crh Public Ltd Co Basic Materials	Reduced	134,019	-1,145	$14,340,033	+0.9%	1.07%
META	Meta Platforms, Inc. Communication Services	Reduced	24,259	-2,721	$13,664,844	−11.5%	1.02%
MU	Micron Technology Inc Technology	Reduced	10,987	-3,930	$12,682,178	+151.7%	0.95%
FANG	Diamondback Energy, Inc. Energy	Reduced	69,039	-1,215	$12,135,669	−12.7%	0.91%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	35,950	-14,462	$11,767,506	−20.6%	0.88%
KKR	KKR & Co. Inc. Financial Services	Reduced	108,313	-7,496	$9,940,961	−7.2%	0.74%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	19,227	-3,127	$9,620,991	−32.7%	0.72%
PANW	Palo Alto Networks Inc Technology	Reduced	28,178	-8,325	$9,609,256	+64.2%	0.72%
HOOD	Robinhood Markets, Inc. Financial Services	Added	94,096	+4,256	$9,435,941	+51.6%	0.71%
WMT	Walmart Inc. Consumer Defensive	Reduced	81,600	-31,851	$9,242,010	−34.5%	0.69%
AZO	Autozone Inc Consumer Cyclical	Reduced	2,788	-237	$8,910,274	−12.8%	0.67%
LLY	ELI LILLY & Co Healthcare	Reduced	7,378	-2,242	$8,849,389	+0.0%	0.66%
POOL	Pool Corp Industrials	Added	37,236	+36,313	$8,002,012	+4185.0%	0.60%
CIEN	Ciena Corp Technology	Reduced	15,877	-4,635	$7,788,615	−2.2%	0.58%
HQY	Healthequity, Inc. Healthcare	Added	83,393	+17,503	$7,532,051	+36.8%	0.56%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	21,338	-15,874	$7,525,478	−38.5%	0.56%
BX	Blackstone Inc. Financial Services	Added	63,714	+717	$7,497,219	+3.5%	0.56%
RBA	Rb Global Inc. Industrials	Reduced	64,122	-3,962	$7,467,001	+14.4%	0.56%
KEX	Kirby Corp Industrials	Reduced	52,084	-66	$7,081,856	+2.2%	0.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	11,542	-710	$6,704,858	+169.0%	0.50%
GNRC	Generac Holdings Inc. Industrials	Added	22,479	+13,462	$6,582,072	+273.7%	0.49%
CVX	Chevron Corp Energy	Reduced	39,462	-6,086	$6,541,215	−30.6%	0.49%
AMGN	Amgen Inc Healthcare	Reduced	17,477	-2,209	$6,328,764	−8.6%	0.47%
CRSP	CRISPR Therapeutics AG Healthcare	Added	110,689	+21,006	$6,036,977	+41.5%	0.45%
TPL	Texas Pacific Land Corp Energy	Reduced	12,827	-416	$5,613,603	−10.7%	0.42%
GLD	Spdr Gold Trust	Reduced	14,350	-1,655	$5,286,252	−23.2%	0.40%
DE	Deere & Co Industrials	Reduced	8,107	-775	$5,142,507	+2.8%	0.38%
V	Visa Inc. Financial Services	Reduced	14,656	-4,732	$5,028,321	−14.2%	0.38%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	30,485	-12,811	$4,965,392	−16.4%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	10,211	-4,482	$4,876,461	−1.8%	0.36%
GS	Goldman Sachs Group Inc Financial Services	Reduced	4,796	-3,491	$4,850,526	−30.8%	0.36%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	4,806	-1,523	$4,495,863	−28.7%	0.34%
KLAC	Kla Corp Technology	Added	14,876	+13,083	$4,488,233	+70.0%	0.34%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.