EverSource Wealth Advisors, LLC

13F filer · CIK 0001710537

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$2.97BU.S. long equity reported on 13F

Positions3,627133 new · 142 closed

Net flow last quarter-$258MBuys minus sells

Top 10 positions weight14.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 20263,627 positions
PRXGPernix Group, Inc.	$58.9M	1.98%	15.24%	-37.1%	Q2 2025
AAPLApple Inc.	$55.5M	1.87%	0.00%	-24.8%	Q4 2021
IAUIshares Gold Trust	$49.5M	1.67%	0.08%	-1.7%	Q4 2021
NVDANvidia Corp	$48.5M	1.63%	0.00%	-11.3%	Q4 2021
AMATApplied Materials Inc	$37.5M	1.26%	0.01%	-7.5%	Q4 2021
GOOGLAlphabet Inc.	$37.1M	1.25%	0.00%	-14.5%	Q4 2021
TSLATesla, Inc.	$34.2M	1.15%	0.00%	-6.0%	Q4 2021
AMZNAmazon Com Inc	$33.5M	1.13%	0.00%	-13.3%	Q4 2021
AVGOBroadcom Inc.	$32.9M	1.11%	0.00%	-15.5%	Q4 2021
APOApollo Global Management, Inc.	$30.1M	1.01%	0.04%	-2.3%	Q4 2021
MSFTMicrosoft Corp	$30M	1.01%	0.00%	-15.9%	Q4 2021
BSVNBank7 Corp.	$28.8M	0.97%	3.88%	-34.6%	Q4 2021
ASMLAsml Holding NV	$28.1M	0.95%	0.00%	-6.1%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$23.4M	0.79%	0.23%	+1.4%	Q1 2024
SPYSPDR S&P 500 ETF Trust	$22.7M	0.76%	Not reported	+1.1%	Q4 2021
CGCPCardiogenesis Corp	$21.2M	0.71%	Not reported	+37.0%	Q3 2022
QQQInvesco QQQ Trust, Series 1	$19.8M	0.67%	Not reported	-1.0%	Q4 2021
GOOGAlphabet Inc.	$18.1M	0.61%	Not reported	-30.4%	Q4 2021
DELLDell Technologies Inc.	$16.7M	0.56%	0.01%	-3.1%	Q4 2021
RAABlackRock California Investment Quality Municipal Trust Inc	$15.9M	0.54%	Not reported	+8.3%	Q1 2025
PLTRPalantir Technologies Inc.	$14.9M	0.50%	0.01%	-5.8%	Q2 2022
PGRProgressive Corp	$14.4M	0.49%	0.01%	-3.1%	Q4 2021
CRHCRH Public Ltd Co	$14.3M	0.48%	0.02%	-0.9%	Q4 2021
METAMeta Platforms, Inc.	$13.7M	0.46%	Not reported	-10.1%	Q4 2021
MUMicron Technology Inc	$12.7M	0.43%	0.00%	-26.4%	Q4 2021
FANGDiamondback Energy, Inc.	$12.1M	0.41%	0.02%	-1.7%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$11.8M	0.40%	0.01%	-5.7%	Q4 2021
JPMJPMorgan Chase & Co	$11.8M	0.40%	0.00%	-28.7%	Q4 2021
KKRKKR & Co. Inc.	$9.94M	0.33%	0.01%	-6.5%	Q3 2022
BRK.BBerkshire Hathaway Inc	$9.62M	0.32%	Not reported	-14.0%	Q4 2021
PANWPalo Alto Networks Inc	$9.61M	0.32%	0.00%	-22.8%	Q4 2021
HOODRobinhood Markets, Inc.	$9.44M	0.32%	0.04%	+4.7%	Q4 2021
WMTWalmart Inc.	$9.24M	0.31%	0.00%	-28.1%	Q4 2021
AZOAutozone Inc	$8.91M	0.30%	0.02%	-7.8%	Q1 2022
LLYELI LILLY & Co	$8.85M	0.30%	0.00%	-23.3%	Q4 2021
POOLPool Corp	$8M	0.27%	0.10%	+3934.2%	Q4 2021
CIENCiena Corp	$7.79M	0.26%	0.01%	-22.6%	Q4 2021
HQYHealthequity, Inc.	$7.53M	0.25%	0.10%	+26.6%	Q3 2022
HDHome Depot, Inc.	$7.53M	0.25%	0.00%	-42.7%	Q4 2021
BXBlackstone Inc.	$7.5M	0.25%	0.01%	+1.1%	Q4 2021
RBARB Global Inc.	$7.47M	0.25%	0.03%	-5.8%	Q2 2023
KEXKirby Corp	$7.08M	0.24%	0.10%	-0.1%	Q1 2024
AMDAdvanced Micro Devices Inc	$6.7M	0.23%	0.00%	-5.8%	Q4 2021
GNRCGenerac Holdings Inc.	$6.58M	0.22%	0.04%	+149.3%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.58M	0.22%	Not reported	+2.4%	Q4 2021
CVXChevron Corp	$6.54M	0.22%	0.00%	-13.4%	Q4 2021
AMGNAmgen Inc	$6.33M	0.21%	0.00%	-11.2%	Q4 2021
CRSPCRISPR Therapeutics AG	$6.04M	0.20%	0.11%	+23.4%	Q4 2021
TPLTexas Pacific Land Corp	$5.61M	0.19%	0.02%	-3.1%	Q4 2021
XOMExxonMobil Holdings Corp	$5.51M	0.19%	0.00%	-33.9%	Q4 2021

Q1 2026Reported May 18, 20263,634 positions
PRXGPernix Group, Inc.	$78.9M	2.40%	24.23%	+78.1%	Q2 2025
AAPLApple Inc.	$64.7M	1.97%	0.00%	+39.2%	Q4 2021
IAUIshares Gold Trust	$58.8M	1.79%	0.08%	-8.0%	Q4 2021
NVDANvidia Corp	$47.7M	1.45%	0.00%	+13.8%	Q4 2021
BSVNBank7 Corp.	$44.3M	1.35%	5.93%	+62.6%	Q4 2021
MSFTMicrosoft Corp	$35.3M	1.08%	0.00%	+38.0%	Q4 2021
GOOGLAlphabet Inc.	$34.9M	1.06%	0.00%	+13.9%	Q4 2021
AMZNAmazon Com Inc	$33.8M	1.03%	0.00%	+17.1%	Q4 2021
TSLATesla, Inc.	$32.2M	0.98%	0.00%	+6.6%	Q4 2021
AVGOBroadcom Inc.	$31.9M	0.97%	0.00%	+10.6%	Q4 2021
APOApollo Global Management, Inc.	$29M	0.88%	0.05%	-2.9%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$26.7M	0.81%	0.21%	+5.3%	Q1 2024
GOOGAlphabet Inc.	$21.1M	0.64%	Not reported	+45.2%	Q4 2021
ASMLAsml Holding NV	$19.9M	0.61%	0.00%	+0.4%	Q4 2021
PLTRPalantir Technologies Inc.	$19.9M	0.60%	0.01%	+0.7%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$19.6M	0.60%	Not reported	+11.1%	Q4 2021
AMATApplied Materials Inc	$19.2M	0.58%	0.01%	-1.9%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$15.6M	0.48%	Not reported	+0.9%	Q4 2021
CGCPCardiogenesis Corp	$15.5M	0.47%	Not reported	+11.4%	Q3 2022
METAMeta Platforms, Inc.	$15.4M	0.47%	Not reported	+14.1%	Q4 2021
JPMJPMorgan Chase & Co	$14.8M	0.45%	0.00%	+41.4%	Q4 2021
CRHCRH Public Ltd Co	$14.2M	0.43%	0.02%	+4.7%	Q4 2021
WMTWalmart Inc.	$14.1M	0.43%	0.00%	+24.8%	Q4 2021
FANGDiamondback Energy, Inc.	$13.9M	0.42%	0.03%	+3.4%	Q4 2021
RAABlackRock California Investment Quality Municipal Trust Inc	$13.8M	0.42%	Not reported	+37.3%	Q1 2025
PGRProgressive Corp	$13.5M	0.41%	0.01%	+0.5%	Q4 2021
HDHome Depot, Inc.	$12.2M	0.37%	0.00%	+29.6%	Q4 2021
KKRKKR & Co. Inc.	$10.7M	0.33%	0.01%	+12.2%	Q3 2022
BRK.BBerkshire Hathaway Inc	$10.7M	0.33%	Not reported	-4.0%	Q4 2021
XOMExxonMobil Holdings Corp	$10.3M	0.31%	0.00%	+23.0%	Q4 2021
AZOAutozone Inc	$10.2M	0.31%	0.02%	+8.4%	Q1 2022
CVXChevron Corp	$9.42M	0.29%	0.00%	+15.2%	Q4 2021
LLYELI LILLY & Co	$8.85M	0.27%	0.00%	+34.9%	Q4 2021
CIENCiena Corp	$7.96M	0.24%	0.01%	-14.9%	Q4 2021
BXBlackstone Inc.	$7.24M	0.22%	0.01%	+12.5%	Q4 2021
GSGoldman Sachs Group Inc	$7.01M	0.21%	0.00%	+67.9%	Q4 2021
MSTRStrategy Inc	$6.97M	0.21%	Not reported	+6.2%	Q2 2023
KEXKirby Corp	$6.93M	0.21%	0.10%	-1.1%	Q1 2024
AMGNAmgen Inc	$6.93M	0.21%	0.00%	+0.7%	Q4 2021
GLDSPDR Gold Trust	$6.89M	0.21%	0.00%	+57.2%	Q4 2021
NFLXNetflix Inc	$6.66M	0.20%	0.00%	+11.6%	Q4 2021
DELLDell Technologies Inc.	$6.54M	0.20%	0.01%	+52.2%	Q4 2021
RBARB Global Inc.	$6.53M	0.20%	0.04%	+0.6%	Q2 2023
CRWDCrowdStrike Holdings, Inc.	$6.43M	0.20%	0.01%	+1.1%	Q4 2021
COSTCostco Wholesale Corp	$6.31M	0.19%	0.00%	+34.0%	Q4 2021
TPLTexas Pacific Land Corp	$6.28M	0.19%	0.02%	+18.7%	Q4 2021
HOODRobinhood Markets, Inc.	$6.23M	0.19%	0.04%	+1.7%	Q4 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.02M	0.18%	Not reported	-15.1%	Q4 2021
DHIHorton D R Inc	$5.94M	0.18%	0.02%	-2.2%	Q4 2021
VVisa Inc.	$5.86M	0.18%	0.00%	+9.4%	Q4 2021

Q4 2025Reported Feb 6, 20263,554 positions
IAUIshares Gold Trust	$58.8M	2.16%	0.09%	-0.7%	Q4 2021
AAPLApple Inc.	$49.8M	1.83%	0.00%	+0.8%	Q4 2021
PRXGPernix Group, Inc.	$49.2M	1.81%	13.60%	+30.2%	Q2 2025
NVDANvidia Corp	$44.8M	1.65%	0.00%	+1.2%	Q4 2021
APOApollo Global Management, Inc.	$38.8M	1.43%	0.05%	+33.5%	Q4 2021
TSLATesla, Inc.	$36.5M	1.34%	0.00%	+4.7%	Q4 2021
MSFTMicrosoft Corp	$33.5M	1.23%	0.00%	+3.8%	Q4 2021
GOOGLAlphabet Inc.	$33.4M	1.23%	0.00%	+2.5%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$32.7M	1.20%	0.19%	+8.6%	Q1 2024
AVGOBroadcom Inc.	$32.2M	1.19%	0.00%	-0.1%	Q4 2021
AMZNAmazon Com Inc	$32M	1.18%	0.00%	+16.0%	Q4 2021
BSVNBank7 Corp.	$27.4M	1.01%	3.67%	-2.1%	Q4 2021
PLTRPalantir Technologies Inc.	$24M	0.88%	0.01%	-19.5%	Q2 2022
SPYSPDR S&P 500 ETF Trust	$18.5M	0.68%	Not reported	+32.3%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$16.5M	0.61%	Not reported	+5.0%	Q4 2021
CRHCRH Public Ltd Co	$16.1M	0.59%	0.02%	+1.3%	Q4 2021
ASMLAsml Holding NV	$16M	0.59%	0.00%	-6.7%	Q4 2021
GOOGAlphabet Inc.	$15.9M	0.58%	Not reported	+2.0%	Q4 2021
METAMeta Platforms, Inc.	$15.6M	0.57%	Not reported	+9.4%	Q4 2021
PGRProgressive Corp	$15.4M	0.57%	0.01%	-0.4%	Q4 2021
AMATApplied Materials Inc	$14.7M	0.54%	0.01%	+4.4%	Q4 2021
CGCPCardiogenesis Corp	$14.1M	0.52%	Not reported	+40.0%	Q3 2022
KKRKKR & Co. Inc.	$13.2M	0.48%	0.01%	+1.9%	Q3 2022
BRK.BBerkshire Hathaway Inc	$11.7M	0.43%	Not reported	-1.0%	Q4 2021
JPMJPMorgan Chase & Co	$11.5M	0.42%	0.00%	+4.1%	Q4 2021
FANGDiamondback Energy, Inc.	$10.2M	0.38%	0.02%	+11.5%	Q4 2021
WMTWalmart Inc.	$10.1M	0.37%	0.00%	+9.3%	Q4 2021
RAABlackRock California Investment Quality Municipal Trust Inc	$10M	0.37%	Not reported	+7.7%	Q1 2025
HOODRobinhood Markets, Inc.	$9.99M	0.37%	0.04%	-2.6%	Q4 2021
HDHome Depot, Inc.	$9.88M	0.36%	0.00%	+11.7%	Q4 2021
AZOAutozone Inc	$9.46M	0.35%	0.02%	-3.4%	Q1 2022
BXBlackstone Inc.	$8.63M	0.32%	0.01%	+2.3%	Q4 2021
MSTRStrategy Inc	$7.99M	0.29%	Not reported	+48.9%	Q2 2023
PFNPIMCO Income Strategy Fund II	$7.99M	0.29%	Not reported	+0.6%	Q2 2023
LLYELI LILLY & Co	$7.66M	0.28%	0.00%	+11.5%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$7.63M	0.28%	0.01%	-0.9%	Q4 2021
RBARB Global Inc.	$6.96M	0.26%	0.04%	+0.3%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.87M	0.25%	Not reported	+0.4%	Q4 2021
AMGNAmgen Inc	$6.4M	0.24%	0.00%	+2.2%	Q4 2021
DHIHorton D R Inc	$6.38M	0.23%	0.02%	+1.8%	Q4 2021
VVisa Inc.	$6.21M	0.23%	0.00%	-1.5%	Q4 2021
CVXChevron Corp	$6.03M	0.22%	0.00%	+3.4%	Q4 2021
XOMExxonMobil Holdings Corp	$5.96M	0.22%	0.00%	+27.9%	Q4 2021
NFLXNetflix Inc	$5.82M	0.21%	0.00%	+0.5%	Q4 2021
KEXKirby Corp	$5.81M	0.21%	0.10%	+4.1%	Q1 2024
CIENCiena Corp	$5.64M	0.21%	0.02%	-6.4%	Q4 2021
HQYHealthequity, Inc.	$4.98M	0.18%	0.06%	+10.3%	Q3 2022
PANWPalo Alto Networks Inc	$4.86M	0.18%	0.00%	+4.4%	Q4 2021
DFAXGulf Resources, Inc.	$4.44M	0.16%	Not reported	-0.5%	Q4 2021
GSGoldman Sachs Group Inc	$4.34M	0.16%	0.00%	+0.6%	Q4 2021

Q3 2025Reported Nov 10, 20253,627 positions
IAUIshares Gold Trust	$53.1M	2.10%	0.10%	-0.4%	Q4 2021
AAPLApple Inc.	$46.2M	1.83%	0.00%	+2.1%	Q4 2021
NVDANvidia Corp	$44.3M	1.75%	0.00%	+2.0%	Q4 2021
FBTCFidelity Wise Origin Bitcoin Fund	$39.5M	1.56%	0.17%	+3.3%	Q1 2024
PRXGPernix Group, Inc.	$37M	1.47%	10.45%	+21.3%	Q2 2025
MSFTMicrosoft Corp	$34.5M	1.37%	0.00%	+2.8%	Q4 2021
TSLATesla, Inc.	$34.5M	1.36%	0.00%	-1.0%	Q4 2021
AVGOBroadcom Inc.	$30.8M	1.22%	0.00%	-1.2%	Q4 2021
PLTRPalantir Technologies Inc.	$30.5M	1.21%	0.01%	-7.2%	Q2 2022
BSVNBank7 Corp.	$28M	1.11%	3.76%	+6.9%	Q4 2021
APOApollo Global Management, Inc.	$26.8M	1.06%	0.03%	+27104.2%	Q4 2021
AMZNAmazon Com Inc	$26.2M	1.04%	0.00%	+2.3%	Q4 2021
GOOGLAlphabet Inc.	$25.3M	1.00%	0.00%	+3.2%	Q4 2021
PGRProgressive Corp	$16.8M	0.67%	0.01%	+2.0%	Q4 2021
METAMeta Platforms, Inc.	$15.9M	0.63%	Not reported	+5.6%	Q4 2021
ASMLAsml Holding NV	$15.5M	0.61%	0.00%	+37.6%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$15.4M	0.61%	Not reported	-2.9%	Q4 2021
CRHCRH Public Ltd Co	$15.3M	0.60%	0.02%	+0.6%	Q4 2021
SPYSPDR S&P 500 ETF Trust	$13.6M	0.54%	Not reported	-7.9%	Q4 2021
KKRKKR & Co. Inc.	$13.2M	0.52%	0.01%	+0.9%	Q3 2022
HOODRobinhood Markets, Inc.	$13M	0.51%	0.04%	+0.7%	Q4 2021
AZOAutozone Inc	$12.4M	0.49%	0.02%	+0.2%	Q1 2022
GOOGAlphabet Inc.	$12.1M	0.48%	Not reported	+0.6%	Q4 2021
BRK.BBerkshire Hathaway Inc	$11.8M	0.47%	Not reported	+16.0%	Q4 2021
MSTRStrategy Inc	$11.4M	0.45%	Not reported	+8.1%	Q2 2023
AMATApplied Materials Inc	$11.2M	0.44%	0.01%	-0.1%	Q4 2021
JPMJPMorgan Chase & Co	$10.8M	0.43%	0.00%	+1.6%	Q4 2021
HDHome Depot, Inc.	$10.4M	0.41%	0.00%	-0.2%	Q4 2021
CGCPCardiogenesis Corp	$10.1M	0.40%	Not reported	+4.6%	Q3 2022
BXBlackstone Inc.	$9.36M	0.37%	0.01%	+0.7%	Q4 2021
RAABlackRock California Investment Quality Municipal Trust Inc	$9.17M	0.36%	Not reported	+13.8%	Q1 2025
FANGDiamondback Energy, Inc.	$8.73M	0.35%	0.02%	+34.7%	Q4 2021
WMTWalmart Inc.	$8.57M	0.34%	0.00%	+8.6%	Q4 2021
CRWDCrowdStrike Holdings, Inc.	$8.06M	0.32%	0.01%	+0.6%	Q4 2021
PFNPIMCO Income Strategy Fund II	$8.04M	0.32%	Not reported	+4.3%	Q2 2023
NFLXNetflix Inc	$7.4M	0.29%	0.00%	+15.0%	Q4 2021
DHIHorton D R Inc	$7.37M	0.29%	0.01%	+2.0%	Q4 2021
RBARB Global Inc.	$7.31M	0.29%	0.04%	-0.3%	Q2 2023
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$6.72M	0.27%	Not reported	-0.5%	Q4 2021
CRSPCRISPR Therapeutics AG	$6.31M	0.25%	0.10%	+4.8%	Q4 2021
VVisa Inc.	$6.14M	0.24%	0.00%	-4.1%	Q4 2021
CVXChevron Corp	$5.94M	0.23%	0.00%	-15.4%	Q4 2021
AMGNAmgen Inc	$5.4M	0.21%	0.00%	-13.3%	Q4 2021
AMHAmerican Homes 4 Rent	$5.26M	0.21%	Not reported	-8.4%	Q3 2022
PANWPalo Alto Networks Inc	$5.14M	0.20%	0.00%	-2.9%	Q4 2021
COSTCostco Wholesale Corp	$4.92M	0.19%	0.00%	-6.5%	Q4 2021
LLYELI LILLY & Co	$4.88M	0.19%	0.00%	+4.5%	Q4 2021
HQYHealthequity, Inc.	$4.67M	0.18%	0.06%	+50.8%	Q3 2022
ORCLOracle Corp	$4.37M	0.17%	0.00%	+5.3%	Q4 2021
XOMExxonMobil Holdings Corp	$4.36M	0.17%	0.00%	-1.3%	Q4 2021

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