EverSource Wealth Advisors, LLC
Position in AVAH — Aveanna Healthcare Holdings, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in AVAH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$156,641
+$43,608 QoQ
Shares Held
18,278
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 214 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AVAH Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,853,483 across 40 Medical Care Facilities names. AVAH ranks #9 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EHC |
Encompass Health Corp
|
4,760 | $481,137 | |
| 2 | CHE |
Chemed Corp
|
644 | $299,933 | |
| 3 | PACS |
PACS Group, Inc.
|
5,362 | $228,632 | |
| 4 | HCA |
HCA Healthcare, Inc.
|
533 | $207,808 | |
| 5 | THC |
Tenet Healthcare Corp
|
950 | $177,723 | |
| 6 | AGL |
agilon health, inc.
|
1,619 | $173,521 | |
| 7 | DVA |
Davita Inc.
|
736 | $163,740 | |
| 8 | NUTX |
Nutex Health Inc.
|
934 | $159,610 |
All Filings in AVAH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $156,641 | 18,278 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $113,033 | 17,552 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $117,483 | 14,380 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $101,703 | 11,466 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $67 | 13 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $70 | 13 | Shares | Sole | 2025-05-13 | |
| 2023-03-31 | $9,360 | 9,000 | Shares | Sole | 2023-05-11 | |
| 2021-12-31 | $6,999 | 946 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||