Holdings of EverSource Wealth Advisors, LLC

Name: Holdings of EverSource Wealth Advisors, LLC
Creator: Titelia
License: https://titelia.com/en/sources

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Net assets: -
Positions: 3,721 in 37 countries
Top ten: 26.2 % of the equity sleeve
Filed on: Mar 31, 2026

Portfolio shape

Positions

Rank	Company	Shares	Value
2,301	Weave Communications Inc	3,123	14.4K $
2,302	Atmus Filtration Technologies Inc	254	14.4K $
2,303	Bank of Marin Bancorp	561	14.4K $
2,304	Methode Electronics Inc	2,601	14.4K $
2,305	FinVolution Group	2,996	14.4K $
2,306	Applied Digital Corp	604	14.3K $
2,307	Intapp Inc	556	14.3K $
2,308	Select Water Solutions Inc	932	14.3K $
2,309	Chiron Real Estate Inc	431	14.3K $
2,310	LendingTree Inc	332	14.2K $
2,311	WISDOMTREE TRUST WISDOMTREE CHINA EX-STATE-OWNED ENTERPRISES FUND	272	14.2K $
2,312	Invesco Emerging Markets Sovereign Debt ETF	681	14.2K $
2,313	Default	1,500	14.2K $
2,314	Madrigal Pharmaceuticals Inc	27	14.1K $
2,315	Alto Neuroscience Inc	628	14.1K $
2,316	Alico Inc	342	14.1K $
2,317	Stewart Information Services Corp	229	14.1K $
2,318	Grupo Televisa S.A.B.	4,810	14K $
2,319	Resideo Technologies Inc	415	14K $
2,320	OceanFirst Financial Corp	772	13.9K $
2,321	Mission Produce Inc	1,012	13.9K $
2,322	TriNet Group Inc	380	13.8K $
2,323	Vir Biotechnology Inc	1,544	13.8K $
2,324	MNTN Inc	1,559	13.7K $
2,325	Zumiez Inc	619	13.7K $
2,326	Corcept Therapeutics Inc	340	13.7K $
2,327	AH Realty Trust Inc	2,491	13.7K $
2,328	Sezzle Inc	216	13.7K $
2,329	Day One Biopharmaceuticals Inc	637	13.7K $
2,330	Newsmax Inc	2,610	13.6K $
2,331	HNI Corp	406	13.6K $
2,332	ATN International Inc	498	13.6K $
2,333	MYR Group Inc	48	13.6K $
2,334	Adaptive Biotechnologies Corp	976	13.5K $
2,335	Controladora Vuela Cia de Aviacion SAB de CV	1,861	13.5K $
2,336	Nextdoor Holdings Inc	9,620	13.5K $
2,337	SPDR SERIES TRUST	74	13.5K $
2,338	Nuveen Real Estate Income Fund, Inc.	1,800	13.4K $
2,339	Payoneer Global Inc	2,780	13.4K $
2,340	Sprinklr Inc	2,231	13.4K $
2,341	John Wiley & Sons Inc	351	13.4K $
2,342	HBT Financial Inc	497	13.3K $
2,343	SPDR Index Shares Funds	362	13.2K $
2,344	ICAHN ENTERPRISES LP	1,753	13.2K $
2,345	Galapagos NV	441	13.2K $
2,346	Donegal Group Inc	768	13.2K $
2,347	United States Lime & Minerals Inc	101	13.2K $
2,348	FIDELITY COVINGTON TRUST	387	13.2K $
2,349	NET Lease Office Properties	1,141	13.1K $
2,350	Sweetgreen Inc	2,510	13K $
2,351	JetBlue Airways Corp	2,939	13K $
2,352	PVH Corp	186	13K $
2,353	Greenbrier Cos Inc/The	246	13K $
2,354	Hut 8 Corp	276	12.9K $
2,355	Visteon Corp	142	12.9K $
2,356	AdaptHealth Corp	1,086	12.9K $
2,357	Burke & Herbert Financial Services Corp	207	12.9K $
2,358	Auburn National BanCorp Inc	540	12.9K $
2,359	ScanSource Inc	355	12.9K $
2,360	Colony Bankcorp Inc	645	12.9K $
2,361	Olin Corp	433	12.9K $
2,362	Avantor Inc	1,639	12.9K $
2,363	Levi Strauss & Co	693	12.8K $
2,364	Ouster Inc	696	12.8K $
2,365	Vanguard S&P 500 Value ETF	62	12.7K $
2,366	Shoals Technologies Group Inc	1,926	12.7K $
2,367	Innovator U.S. Equity Power Bu	316	12.7K $
2,368	Revolve Group Inc	554	12.5K $
2,369	Repay Holdings Corp	4,807	12.5K $
2,370	Bancorp Inc/The	232	12.5K $
2,371	Calavo Growers Inc	483	12.5K $
2,372	Navient Corp	1,513	12.4K $
2,373	Gladstone Commercial Corp	1,082	12.4K $
2,374	Sierra Bancorp	364	12.3K $
2,375	Universal Health Realty Income Trust	305	12.3K $
2,376	Monro Inc	769	12.3K $
2,377	ProFrac Holding Corp	1,989	12.3K $
2,378	Omada Health Inc	981	12.3K $
2,379	Verra Mobility Corp	861	12.3K $
2,380	SL Green Realty Corp	333	12.3K $
2,381	Rogers Corp	114	12.2K $
2,382	Orange County Bancorp Inc	382	12.2K $
2,383	Ecopetrol SA	814	12.2K $
2,384	Flywire Corp	1,046	12.2K $
2,385	Corsair Gaming Inc	2,191	12.2K $
2,386	FS Bancorp Inc	314	12.1K $
2,387	Ladder Capital Corp	1,240	12.1K $
2,388	Dimensional ETF Trust	311	12.1K $
2,389	Victoria's Secret & Co	261	12.1K $
2,390	Urban Outfitters Inc	191	12.1K $
2,391	Cannae Holdings Inc	1,062	12.1K $
2,392	Enel Chile SA	3,061	12.1K $
2,393	Kinetik Holdings Inc	249	12.1K $
2,394	Appian Corp	500	12.1K $
2,395	Plug Power Inc	5,313	12K $
2,396	Spectrum Brands Holdings Inc	162	11.9K $
2,397	B&G Foods Inc	2,476	11.9K $
2,398	Immunovant Inc	479	11.9K $
2,399	Cleveland-Cliffs Inc	1,407	11.9K $
2,400	Harmony Biosciences Holdings Inc	422	11.8K $

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Sector breakdown

Technology 11.8 %
Financials 5.7 %
Consumer discretionary 4.2 %
Funds 3.4 %
Communication 3.0 %
Industrials 2.3 %
Health care 2.2 %
Energy 1.8 %
Consumer staples 1.5 %
Utilities 0.8 %
Materials 0.4 %
Real estate 0.3 %
Unattributed 62.4 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

United States 98.2 %
Netherlands 0.7 %
United Kingdom 0.2 %
Taiwan 0.2 %
South Korea 0.1 %
Japan 0.1 %
Spain 0.1 %
Cayman Islands 0.0 %
India 0.0 %
Brazil 0.0 %
South Africa 0.0 %
Mexico 0.0 %
Other countries 0.2 %

Shares are computed on the fund's equities only.

Rank	Country	Lines	Value	Share
1	United States	3,526	2.8B $	98.17 %
2	Netherlands	6	20.9M $	0.73 %
3	United Kingdom	24	6.5M $	0.23 %
4	Taiwan	4	5.9M $	0.21 %
5	South Korea	8	3.4M $	0.12 %
6	Japan	6	2.8M $	0.10 %
7	Spain	3	2.4M $	0.08 %
8	Cayman Islands	40	1.3M $	0.05 %
9	India	5	1.1M $	0.04 %
10	Brazil	19	1.1M $	0.04 %
11	South Africa	5	694.9K $	0.02 %
12	Mexico	11	650.3K $	0.02 %

Cite this page

Titelia. "Holdings of EverSource Wealth Advisors, LLC". https://titelia.com/en/funds/US13F1710537