EverSource Wealth Advisors, LLC

CIK

1710537

Location

BIRMINGHAM, AL

Portfolio Value

Mid $1,366,139,779

Diversification

Diversified

Filing Date

Global Rank

#1,475 / 8,603 ▲ 134 · as of Mar 2026

Top Industry

Semiconductors 8.5%

3Y Alpha vs SPY

-0.3%

Period ended 3 months ago

Filed May 18, 2026 · 52d

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+74.2%

SPY

+76.0%

Annualised alpha

-0.4%

Max drawdown

−18.7%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

3,516 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

4.7%

−0.0 pts

Top 5

17.7%

−0.9 pts

Top 10

28.9%

−2.9 pts

HHI

120

Diversified−16

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	26.7%	$364,373,365	477
Financial Services	15.6%	$212,878,949	647
Unclassified	10.8%	$147,808,548	45
Consumer Cyclical	10.7%	$146,284,597	371
Industrials	8.6%	$117,614,232	453
Healthcare	7.0%	$95,147,942	571
Communication Services	5.4%	$73,483,548	150
Energy	5.2%	$71,257,584	173
Consumer Defensive	3.7%	$50,645,376	152
Basic Materials	2.9%	$39,337,627	180
Utilities	2.1%	$28,129,776	91
Real Estate	1.4%	$19,178,235	206

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+71,745	254,789	$64,662,890
FLO	Flowers Foods Inc	+38,414	45,262	$368,879
NVDA	Nvidia Corp	+33,255	273,540	$47,705,368
CRSP	CRISPR Therapeutics AG	+32,218	89,683	$4,266,217
MSFT	Microsoft Corp	+26,285	95,488	$35,346,784
ALIT	Alight, Inc. / Delaware	+25,869	29,702	$346,143
BYND	Beyond Meat, Inc.	+25,843	25,933	$18,202
LYG	Lloyds Banking Group plc	+25,222	109,264	$549,590
BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	+25,145	72,646	$1,573,506
AMZN	Amazon Com Inc	+23,647	162,143	$33,769,512
FBTC	Fidelity Wise Origin Bitcoin Fund	+22,872	452,375	$26,703,696
WMT	Walmart Inc.	+22,568	113,451	$14,099,681
HLN	Haleon plc	+22,508	57,526	$575,830
SO	Southern Co	+21,567	53,971	$5,209,271
SAN	Banco Santander, S.A.	+21,327	60,702	$684,713
IBIT	iShares Bitcoin Trust ETF	+20,207	82,732	$3,178,563
SLV	iShares Silver Trust	+18,775	82,503	$5,621,754
S	SentinelOne, Inc.	+18,122	22,660	$291,857
ALT	Altimmune, Inc.	+17,967	35,650	$109,799
NWGL	CL Workshop Group Ltd	+15,437	16,584	$13,947
PSLV	Sprott Physical Silver Trust	+15,375	137,018	$3,341,869
FITB	Fifth Third Bancorp	+15,187	18,997	$882,593
PRCH	Porch Group, Inc.	+14,943	15,339	$109,978
GOOGL	Alphabet Inc.	+14,795	121,438	$34,920,704
JPM	Jpmorgan Chase & Co	+14,771	50,412	$14,829,184
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFN	PIMCO Income Strategy Fund II	−1,010,896	54,843	$377,868
IAU	Ishares Gold Trust	−57,542	666,445	$58,753,787
AVIR	Atea Pharmaceuticals, Inc.	−56,891	91	$487
ADT	ADT Inc.	−26,826	35,483	$233,117
LYFT	Lyft, Inc.	−25,608	5,244	$69,743
AGL	agilon health, inc.	−25,553	2,057	$16,268
AMCR	Amcor plc	−24,655	5,318	$211,386
XFLT	XAI Floating Rate & Alternative Income Trust	−12,000	5,000	$85,900
KDP	Keurig Dr Pepper Inc.	−10,747	12,485	$328,721
HTZ	Hertz Global Holdings, Inc	−9,727	2,370	$10,923
INTC	Intel Corp	−8,589	35,434	$1,563,691
APO	Apollo Global Management, Inc.	−7,627	260,401	$29,013,874
UUP	Invesco DB US Dollar Index Bullish Fund	−7,479	384	$10,667
WEN	Wendy's Co	−6,778	3,388	$23,542
RBLX	Roblox Corp	−6,774	5,011	$283,417
BBY	Best Buy Co Inc	−6,370	4,910	$315,216
PINS	Pinterest, Inc.	−5,785	6,610	$121,221
CNC	Centene Corp	−5,716	29,511	$966,185
FRSH	Freshworks Inc.	−5,584	6,459	$51,864
AMH	American Homes 4 Rent	−5,418	95,057	$2,653,986
ESTC	Elastic N.V.	−4,994	4,054	$202,654
INVH	Invitation Homes Inc.	−4,496	5,975	$148,475
AZN	Astrazeneca PLC	−4,276	3,678	$725,371
BPRE	Bluerock Private Real Estate Fund	−4,226	19,408	$322,366
PLTK	Playtika Holding Corp.	−4,138	7,964	$22,135
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GLTR	abrdn Precious Metals Basket ETF Trust	2,025	$442,908
FSSL	FS Specialty Lending Fund	24,174	$302,416
VSNT	Versant Media Group, Inc.	3,021	$111,833
AWP	abrdn Global Premier Properties Fund	8,333	$92,079
NUTX	Nutex Health Inc.	873	$82,969
SNDA	Sonida Senior Living, Inc.	2,058	$66,369
USAS	Americas Gold & Silver Corp	12,404	$64,747
MYI	Blackrock Muniyield Quality Fund III, Inc.	4,173	$43,858
ABTC	American Bitcoin Corp.	40,000	$36,960
SUNB	Sunbelt Rentals Holdings, Inc.	510	$33,193
RCAT	Red Cat Holdings, Inc.	1,541	$20,169
BLSH	Bullish	498	$17,790
MHD	Blackrock Muniholdings Fund, Inc.	1,490	$16,807
MNTN	MNTN, Inc.	1,559	$13,718
NMAX	Newsmax Inc.	2,610	$13,619
OMDA	Omada Health, Inc.	981	$12,328
KOS	Kosmos Energy Ltd.	3,980	$11,062
HTFL	Heartflow, Inc.	431	$10,483
HQ	Horizon Quantum Holdings Ltd.	1,000	$8,790
FOCL	Edap Tms SA	2,330	$8,667
AIB	AIB Data Centers Inc.	8,221	$8,549
INV	Innventure, Inc.	2,139	$8,361
CAPR	Capricor Therapeutics, Inc.	259	$7,872
TURB	Turbo Energy, S.A.	2,861	$7,638
PLSE	Pulse Biosciences, Inc.	349	$7,534
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
CCL	Carnival Corp Ltd.	29,347	$896,253
UTHR	UNITED THERAPEUTICS Corp	1,288	$627,574
TTE	TotalEnergies SE	8,970	$586,812
EXAS	EXACT SCIENCES CORP	5,158	$523,841
THC	Tenet Healthcare Corp	2,533	$503,354
NTAP	NetApp, Inc.	3,360	$359,819
WPC	W. P. Carey Inc.	2,677	$172,287
FGDL	Franklin Templeton Holdings Trust	2,880	$165,887
AGNC	AGNC Investment Corp.	13,697	$146,828
LNG	Cheniere Energy, Inc.	729	$141,705
LGO	Largo Inc.	126,561	$118,967
CTRE	CareTrust REIT, Inc.	1,349	$48,776
TGNA	TEGNA INC	2,293	$44,504
NGD	New Gold Inc. /FI	4,666	$40,638
DVA	Davita Inc.	272	$30,898
NUV	Nuveen Municipal Value Fund Inc	3,100	$28,086
NUW	Nuveen AMT-Free Municipal Value Fund	1,500	$21,465
FUBO	FuboTV Inc.	525	$15,875
MKZR	MacKenzie Realty Capital, Inc.	2,144	$8,721
CLBT	Cellebrite DI Ltd.	267	$4,814
RNW	ReNew Energy Global plc	758	$4,282
AFYA	Afya Ltd	190	$2,927
HKD	AMTD Digital Inc.	2,249	$2,856
VIOT	Viomi Technology Co., Ltd	1,430	$2,631
PTRN	Pattern Group Inc.	214	$2,469
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

3,516 positions · $1,366,139,779 total · as of Mar 31, 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	Added	254,789	+71,745	$64,662,890	+29.9%	4.73%
IAU	Ishares Gold Trust	Reduced	666,445	-57,542	$58,753,787	−0.0%	4.30%
NVDA	Nvidia Corp Technology	Added	273,540	+33,255	$47,705,368	+6.5%	3.49%
MSFT	Microsoft Corp Technology	Added	95,488	+26,285	$35,346,784	+5.6%	2.59%
GOOGL	Alphabet Inc. Communication Services	Added	121,438	+14,795	$34,920,704	+4.6%	2.56%
AMZN	Amazon Com Inc Consumer Cyclical	Added	162,143	+23,647	$33,769,512	+5.6%	2.47%
TSLA	Tesla, Inc. Consumer Cyclical	Added	86,484	+5,360	$32,150,422	−11.9%	2.35%
AVGO	Broadcom Inc. Technology	Added	102,979	+9,882	$31,873,021	−1.1%	2.33%
APO	Apollo Global Management, Inc. Financial Services	Reduced	260,401	-7,627	$29,013,874	−25.2%	2.12%
FBTC	Fidelity Wise Origin Bitcoin Fund	Added	452,375	+22,872	$26,703,696	−18.4%	1.95%
SPY	Spdr S&P 500 ETF Trust	Added	33,081	+2,995	$21,513,896	+4.9%	1.57%
ASML	Asml Holding NV Technology	Added	15,058	+66	$19,889,050	+24.0%	1.46%
PLTR	Palantir Technologies Inc. Technology	Added	135,699	+927	$19,850,044	−17.1%	1.45%
AMAT	Applied Materials Inc /De Technology	Reduced	56,093	-1,082	$19,172,020	+30.5%	1.40%
QQQ	Invesco Qqq Trust, Series 1	Added	27,109	+234	$15,646,771	−5.2%	1.15%
META	Meta Platforms, Inc. Communication Services	Added	26,980	+3,343	$15,436,062	−1.1%	1.13%
JPM	Jpmorgan Chase & Co Financial Services	Added	50,412	+14,771	$14,829,184	+29.1%	1.09%
CRH	Crh Public Ltd Co Basic Materials	Added	135,164	+6,114	$14,208,432	−11.8%	1.04%
WMT	Walmart Inc. Consumer Defensive	Added	113,451	+22,568	$14,099,681	+39.3%	1.03%
FANG	Diamondback Energy, Inc. Energy	Added	70,254	+2,277	$13,895,530	+36.0%	1.02%
PGR	Progressive Corp/Oh/ Financial Services	Added	68,133	+316	$13,506,681	−12.5%	0.99%
HD	Home Depot, Inc. Consumer Cyclical	Added	37,212	+8,508	$12,238,644	+23.9%	0.90%
KKR	KKR & Co. Inc. Financial Services	Added	115,809	+12,616	$10,712,330	−18.6%	0.78%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	22,349	-923	$10,709,634	−8.4%	0.78%
AZO	Autozone Inc Consumer Cyclical	Added	3,025	+234	$10,217,776	+7.9%	0.75%
CVX	Chevron Corp Energy	Added	45,548	+6,009	$9,423,872	+56.4%	0.69%
LLY	ELI LILLY & Co Healthcare	Added	9,620	+2,491	$8,848,177	+15.5%	0.65%
CIEN	Ciena Corp Technology	Reduced	20,512	-3,601	$7,963,365	+41.2%	0.58%
BX	Blackstone Inc. Financial Services	Added	62,997	+6,996	$7,244,019	−16.1%	0.53%
GS	Goldman Sachs Group Inc Financial Services	Added	8,287	+3,351	$7,010,709	+61.6%	0.51%
MSTR	Strategy Inc Technology	Added	55,861	+3,255	$6,971,447	−12.8%	0.51%
KEX	Kirby Corp Industrials	Reduced	52,150	-568	$6,929,686	+19.3%	0.51%
AMGN	Amgen Inc Healthcare	Added	19,686	+131	$6,926,509	+8.2%	0.51%
GLD	Spdr Gold Trust	Added	16,005	+5,821	$6,886,790	+70.6%	0.50%
NFLX	Netflix Inc Communication Services	Added	69,250	+7,214	$6,658,381	+14.5%	0.49%
DELL	Dell Technologies Inc. Technology	Added	39,865	+13,666	$6,543,037	+98.4%	0.48%
RBA	Rb Global Inc. Industrials	Added	68,084	+415	$6,525,844	−6.3%	0.48%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	6,329	+1,605	$6,306,394	+54.8%	0.46%
TPL	Texas Pacific Land Corp Energy	Added	13,243	+2,084	$6,284,592	+96.1%	0.46%
HOOD	Robinhood Markets, Inc. Financial Services	Added	89,840	+1,526	$6,225,905	−37.7%	0.46%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	43,296	-971	$5,941,069	−6.8%	0.43%
V	Visa Inc. Financial Services	Added	19,388	+1,668	$5,859,818	−5.7%	0.43%
PANW	Palo Alto Networks Inc Technology	Added	36,503	+10,146	$5,852,155	+20.5%	0.43%
SLV	iShares Silver Trust	Added	82,503	+18,775	$5,621,754	+36.9%	0.41%
HQY	Healthequity, Inc. Healthcare	Added	65,890	+11,545	$5,506,422	+10.6%	0.40%
JNJ	Johnson & Johnson Healthcare	Added	22,523	+7,448	$5,505,509	+76.5%	0.40%
SO	Southern Co Utilities	Added	53,971	+21,567	$5,209,271	+84.4%	0.38%
MU	Micron Technology Inc Technology	Added	14,917	+5,290	$5,039,549	+83.4%	0.37%
DE	Deere & Co Industrials	Added	8,882	+784	$5,003,225	+32.7%	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	14,693	+3,044	$4,965,492	+40.3%	0.36%