EverSource Wealth Advisors, LLC

CIK

1710537

Location

BIRMINGHAM, AL

Portfolio Value

Mid $1,337,250,918

Diversification

Diversified

Filing Date

Global Rank

#485 / 4,286 ▲ 886

Top Industry

Semiconductors 10.2%

3Y Alpha vs SPY

-120.5%

Period ended 37 days ago

Filed Jul 24, 2026 · 13d

19 quarters · since Dec 2021

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+80.5%

SPY

+78.8%

Annualised alpha

+0.4%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

4.1%

−0.5 pts

Top 5

17.1%

−1.7 pts

Top 10

29.1%

−0.6 pts

HHI

122

Diversified−4

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%	$137,509,248	44
Consumer Cyclical	9.9%	$133,004,048	368
Industrials	9.9%	$132,982,258	458
Healthcare	6.5%	$87,416,920	566
Communication Services	5.2%	$69,893,637	156
Energy	4.0%	$52,899,390	172
Consumer Defensive	2.8%	$37,191,812	148
Basic Materials	2.7%	$36,742,381	179
Utilities	1.9%	$24,757,768	92
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
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
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
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
AVGO	Broadcom Inc.	−15,970	87,009	$32,867,643
ALT	Altimmune, Inc.	−15,933	19,717	$59,938
HD	Home Depot, Inc.	−15,874	21,338	$7,525,478
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
XOM	ExxonMobil Holdings Corp	60,927	$10,336,868
GRO	Brazil Potash Corp.	138,839	$449,838
PFLT	PennantPark Floating Rate Capital Ltd.	10,001	$80,408
OXLC	Oxford Lane Capital Corp.	7,000	$68,460
USA	Liberty All Star Equity Fund	12,000	$66,600
IAUX	i-80 Gold Corp.	43,322	$65,848
PSNY	Polestar Automotive Holding UK PLC	2,554	$47,044
GTES	Gates Industrial Corp Ltd.	1,973	$44,604
MAPS	Wm Technology, Inc.	62,989	$41,445
AVAL	Grupo Aval Acciones Y Valores S.A.	8,937	$39,322
ABTC	American Bitcoin Corp.	40,000	$36,960
ANL	Adlai Nortye Ltd.	4,794	$33,174
BAK	Braskem SA	7,704	$28,196
GOF	Guggenheim Strategic Opportunities Fund	2,461	$27,120
GPCR	Structure Therapeutics Inc.	558	$26,895
ALIT	Alight, Inc. / Delaware	29,702	$17,314
KEN	Kenon Holdings Ltd.	205	$16,883
MHD	Blackrock Muniholdings Fund, Inc.	1,490	$16,807
NBTX	Nanobiotix S.A.	514	$15,867
CLBK	Columbia Financial, Inc./MD/	837	$14,654
TRMD	TORM plc	506	$14,116
NWGL	CL Workshop Group Ltd	16,584	$13,947
CPAC	Cementos Pacasmayo Saa	1,163	$11,630
UUP	Invesco DB US Dollar Index Bullish Fund	384	$10,667
LND	BrasilAgro - Brazilian Agricultural Real Estate Co	2,349	$9,936
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	—	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.