Holdings of EverSource Wealth Advisors, LLC
3721 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 26.2 % of the equity sleeve
Sector breakdown
- Technology 11.8 %
- Financials 5.8 %
- Consumer discretionary 4.2 %
- Funds 3.4 %
- Communication 3.1 %
- Industrials 2.4 %
- Health care 2.2 %
- Energy 1.8 %
- Consumer staples 1.4 %
- Utilities 0.8 %
- Materials 0.5 %
- Real estate 0.3 %
- Unattributed 62.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.2 %
- NL 0.7 %
- GB 0.2 %
- TW 0.2 %
- KR 0.1 %
- JP 0.1 %
- ES 0.1 %
- KY 0.0 %
- IN 0.0 %
- BR 0.0 %
- ZA 0.0 %
- MX 0.0 %
- Other countries 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 3,526 | 2.8B $ | 98.17 % |
| 2 | NL | 6 | 20.9M $ | 0.73 % |
| 3 | GB | 24 | 6.5M $ | 0.23 % |
| 4 | TW | 4 | 5.9M $ | 0.21 % |
| 5 | KR | 8 | 3.4M $ | 0.12 % |
| 6 | JP | 6 | 2.8M $ | 0.10 % |
| 7 | ES | 3 | 2.4M $ | 0.08 % |
| 8 | KY | 40 | 1.3M $ | 0.05 % |
| 9 | IN | 5 | 1.1M $ | 0.04 % |
| 10 | BR | 19 | 1.1M $ | 0.04 % |
| 11 | ZA | 5 | 694.9K $ | 0.02 % |
| 12 | MX | 11 | 650.3K $ | 0.02 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 3,701 | Nuvectis Pharma Inc | 2 | 16 $ | |
| 3,702 | Arena Group Holdings Inc/The | 7 | 15 $ | |
| 3,703 | Citizens Inc/TX | 3 | 15 $ | |
| 3,704 | Maui Land & Pineapple Co Inc | 1 | 15 $ | |
| 3,705 | OppFi Inc | 2 | 15 $ | |
| 3,706 | Patriot National Bancorp Inc | 12 | 15 $ | |
| 3,707 | JADE BIOSCIENCES INC | 1 | 14 $ | |
| 3,708 | Gen Digital Inc | 29 | 13 $ | |
| 3,709 | JPMorgan BetaBuilders International Equity ETF | 12 $ | ||
| 3,710 | Oaktree Specialty Lending Corp | 1 | 11 $ | |
| 3,711 | Quest Resource Holding Corporation | 7 | 8 $ | |
| 3,712 | CapsoVision Inc | 1 | 7 $ | |
| 3,713 | HF Foods Group Inc | 4 | 7 $ | |
| 3,714 | Solesence Inc | 5 | 5 $ | |
| 3,715 | BRC Group Holdings Inc | 1 | 4 $ | |
| 3,716 | Venu Holding Corp | 1 | 3 $ | |
| 3,717 | WORKHORSE GROUP INC | 1 | 3 $ | |
| 3,718 | HORIZON TECHNOLOGY FINANCE CORP | 2 $ | ||
| 3,719 | TherapeuticsMD Inc | 1 | 2 $ | |
| 3,720 | Bed Bath and Beyond Inc. | 1 | 1 $ | |
| 3,721 | OPENDOOR TECHNOLOGIES INC | 2 | 1 $ |