EverSource Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1710537
Institutional-grade research for retail investors
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13F Reported Value
ⓘ$3.0B
incl. option notional
Equity Holdings
ⓘ$3.0B
Option Notional
ⓘ$4.5M
$2.5M puts / $2.0M calls
Holdings
4,392
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
EverSource Wealth Advisors, LLC disclosed 4,392 positions worth $3.0B in its Form 13F-HR for Q2 2026 — $3.0B in common stock plus $4.5M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 197 new positions and exited 188 — including a new stake in $SPCX. The portfolio is most concentrated in Other (52.2% of disclosed assets). All figures are sourced directly from EverSource Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1710537.
AI Fund Analysis
ConcentratingVANGUARD GROWTH ETF - ETF
3.7% weight
Held 10 quarters
VANGUARD VALUE ETF - ETF
2.8% weight
Held 10 quarters
VANGUARD FTSE DEVELOPED MA
2.4% weight
Held 10 quarters
PRAXIS IMPACT LARGE CAP GR
2.0% weight
Held 5 quarters
$AAPL1.9% weight
Held 10 quarters
$CEG9 quarters accumulating
$TM9 quarters accumulating
$AEM9 quarters accumulating
$CVNA8 quarters accumulating
$RMD8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsConsumer DiscretionaryHealthcare
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD GROWTH ETF - ETF
—Quality
$110.5M1,282,340 shVANGUARD VALUE ETF - ETF
—Quality
$82.0M376,246 shVANGUARD FTSE DEVELOPED MARKETS ETF - ETF
—Quality
$72.0M1,010,101 shPRAXIS IMPACT LARGE CAP GROWTH ETF - ETF
—Quality
$58.9M1,509,765 sh- 76.4
Quality
$55.5M191,650 sh PRAXIS IMPACT LARGE CAP VALUE ETF - ETF
—Quality
$50.2M1,440,018 sh- —
Quality
$49.5M655,374 sh - 85.9
Quality
$48.5M242,540 sh - 72.3
Quality
$37.5M51,878 sh - 78.2
Quality
$37.1M103,812 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD GROWTH ETF - ETF | — | $110.5M | 1,282,340 |
| VANGUARD VALUE ETF - ETF | — | $82.0M | 376,246 |
| VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | — | $72.0M | 1,010,101 |
| PRAXIS IMPACT LARGE CAP GROWTH ETF - ETF | — | $58.9M | 1,509,765 |
| Apple Inc.$AAPL | 76.4 | $55.5M | 191,650 |
| PRAXIS IMPACT LARGE CAP VALUE ETF - ETF | — | $50.2M | 1,440,018 |
 ISHARES GOLD TRUST$IAU | — | $49.5M | 655,374 |
 NVIDIA CORP$NVDA | 85.9 | $48.5M | 242,540 |
 APPLIED MATERIALS INC /DE$AMAT | 72.3 | $37.5M | 51,878 |
 Alphabet Inc.$GOOG | 78.2 | $37.1M | 103,812 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of EverSource Wealth Advisors, LLC's 4,392 positions.
Showing top 10 of 4,392 holdings.
Sector Allocation
Other
$1.5B
Technology
$512.7M
Financials
$349.2M
Industrials
$188.5M
Consumer Discretionary
$107.8M
Healthcare
$73.8M
Energy
$54.1M
Materials
$42.8M
Top Holdings — EverSource Wealth Advisors, LLC (Q2 2026)
Top 150 of 4,392 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD GROWTH ETF - ETF | $110.5M | 3.7% | +1076% | — |
| 2 | — | VANGUARD VALUE ETF - ETF | $82.0M | 2.8% | +113% | — |
| 3 | — | VANGUARD FTSE DEVELOPED MARKETS ETF - ETF | $72.0M | 2.4% | +44% | — |
| 4 | — | PRAXIS IMPACT LARGE CAP GROWTH ETF - ETF | $58.9M | 2.0% | +47% | — |
| 5 | $AAPL | Apple Inc. | $55.5M | 1.9% | +2137% | 76.4 |
| 6 | — | PRAXIS IMPACT LARGE CAP VALUE ETF - ETF | $50.2M | 1.7% | +91% | — |
| 7 | $IAU | ISHARES GOLD TRUST | $49.5M | 1.7% | +1568% | — |
| 8 | $NVDA | NVIDIA CORP | $48.5M | 1.6% | +98% | 85.9 |
| 9 | $AMAT | APPLIED MATERIALS INC /DE | $37.5M | 1.3% | +1319% | 72.3 |
| 10 | $GOOG | Alphabet Inc. | $37.1M | 1.3% | +197% | 78.2 |
| 11 | — | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF - ETF | $35.1M | 1.2% | NEW | — |
| 12 |  $TSLA | Tesla, Inc. | $34.2M | 1.1% | +1766% | 53.9 |
| 13 | — | VANGUARD TOTAL STOCK MARKET ETF - ETF | $33.6M | 1.1% | +678% | — |
| 14 |  $AMZN | AMAZON COM INC | $33.5M | 1.1% | +62% | 68.7 |
| 15 |  $AVGO | Broadcom Inc. | $32.9M | 1.1% | +1125% | 84.5 |
| 16 | — | PACER US CASH COWS 100 ETF - ETF | $31.7M | 1.1% | +9573% | — |
| 17 | — | VANGUARD S&P 500 ETF - ETF | $31.4M | 1.1% | +1100% | — |
| 18 |  $APO | Apollo Global Management, Inc. | $30.1M | 1.0% | +8742% | 52.1 |
| 19 |  $MSFT | MICROSOFT CORP | $30.0M | 1.0% | +329% | 79.8 |
| 20 | — | VANGUARD DIVIDEND APPRECIATION ETF - ETF | $29.3M | 1.0% | +9% | — |
| 21 |  $META | Meta Platforms, Inc. | $28.8M | 1.0% | +103% | 79.6 |
| 22 |  $ASML | ASML HOLDING NV | $28.1M | 0.9% | +72% | — |
| 23 | — | DIMENSIONAL U.S. CORE EQUITY 2 ETF - ETF | $25.7M | 0.9% | +371% | — |
| 24 | — | VANGUARD FTSE EMERGING MARKETS ETF - ETF | $24.8M | 0.8% | +75% | — |
| 25 |  $FBTC | Fidelity Wise Origin Bitcoin Fund | $23.4M | 0.8% | +471% | — |
| 26 | — | CAPITAL GROUP CORE EQUITY ETF - ETF | $23.2M | 0.8% | NEW | — |
| 27 |  $SPY | SPDR S&P 500 ETF TRUST | $22.7M | 0.8% | +242% | — |
| 28 | — | ISHARES CORE S&P 500 ETF - ETF | $21.2M | 0.7% | -43% | — |
| 29 | — | CAPITAL GROUP CORE PLUS INCOME ETF - ETF | $21.2M | 0.7% | NEW | — |
| 30 | — | CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF - ETF | $21.2M | 0.7% | +717% | — |
| 31 | — | ISHARES CORE DIVIDEND GROWTH ETF - ETF | $20.9M | 0.7% | NEW | — |
| 32 | — | AVANTIS INTERNATIONAL EQUITY ETF - ETF | $20.6M | 0.7% | +92% | — |
| 33 |  $IVZ | Invesco Ltd. | $20.0M | 0.7% | NEW | — |
| 34 | — | VANGUARD TOTAL INTERNATIONAL BOND ETF - ETF | $19.9M | 0.7% | +39% | — |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $19.8M | 0.7% | +6962% | — |
| 36 | — | EA BRIDGEWAY OMNI SMALL-CAP VALUE ETF - ETF | $19.7M | 0.7% | NEW | — |
| 37 | — | APPLIED FINANCE VALUATION LARGE CAP ETF - ETF | $19.7M | 0.7% | +67% | — |
| 38 | — | DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF - ETF | $19.6M | 0.7% | +4549% | — |
| 39 |  $GOOGL | Alphabet Inc. | $18.1M | 0.6% | +467% | 78.2 |
| 40 | — | CAPITAL GROUP GROWTH ETF - ETF | $18.0M | 0.6% | +652% | — |
| 41 | — | VANGUARD SMALL-CAP ETF - ETF | $17.7M | 0.6% | +39% | — |
| 42 |  $DELL | Dell Technologies Inc. | $16.7M | 0.6% | +228% | 71.2 |
| 43 | — | ISHARES MSCI EAFE ETF - ETF | $16.1M | 0.5% | NEW | — |
| 44 | — | SMI 3FOURTEEN REAL ASSET ALLOCATION ETF - ETF | $15.9M | 0.5% | NEW | — |
| 45 |  $PLTR | Palantir Technologies Inc. | $14.9M | 0.5% | +1675% | 84.6 |
| 46 | — | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND - ETF | $14.8M | 0.5% | +383% | — |
| 47 | — | VANGUARD 0-3 MONTH TREASURY BILL ETF - ETF | $14.7M | 0.5% | +259% | — |
| 48 | — | VANGUARD INTERMEDIATE-TERM TREASURY ETF - ETF | $14.6M | 0.5% | +1079% | — |
| 49 |  $PGR | PROGRESSIVE CORP/OH/ | $14.4M | 0.5% | +849% | 80.1 |
| 50 |  $CRH | CRH PUBLIC LTD CO | $14.3M | 0.5% | +1493% | — |
| 51 | — | PGIM AAA CLO ETF - ETF | $13.9M | 0.5% | NEW | — |
| 52 | $META | Meta Platforms, Inc. | $13.7M | 0.5% | -1% | 79.6 |
| 53 |  $MU | MICRON TECHNOLOGY INC | $12.7M | 0.4% | -25% | 86.2 |
| 54 | — | DIMENSIONAL US CORE EQUITY 1 ETF - ETF | $12.6M | 0.4% | +134% | — |
| 55 | — | Sovereigns Capital Flourish Fund - ETF | $12.2M | 0.4% | +82% | — |
| 56 |  $FANG | Diamondback Energy, Inc. | $12.1M | 0.4% | +1328% | 76.1 |
| 57 |  $CRWD | CrowdStrike Holdings, Inc. | $11.8M | 0.4% | -25% | 67.7 |
| 58 |  $JPM | JPMORGAN CHASE & CO | $11.8M | 0.4% | -95% | 70.7 |
| 59 | — | ISHARES RUSSELL 2000 GROWTH ETF - ETF | $11.7M | 0.4% | NEW | — |
| 60 | — | VANGUARD SHORT-TERM TREASURY ETF - ETF | $11.5M | 0.4% | +1955% | — |
| 61 | — | FIDELITY ENHANCED INTERNATIONAL ETF - ETF | $11.1M | 0.4% | +276% | — |
| 62 |  $GS | GOLDMAN SACHS GROUP INC | $10.5M | 0.4% | NEW | 73.5 |
| 63 | — | ISHARES MBS ETF - ETF | $10.5M | 0.3% | +948% | — |
| 64 |  $KKR | KKR & Co. Inc. | $9.9M | 0.3% | +3969% | 54.3 |
| 65 | — | VANGUARD MORTGAGE-BACKED SECURITIES ETF - ETF | $9.9M | 0.3% | +46% | — |
| 66 | — | VANGUARD TOTAL BOND MARKET ETF - ETF | $9.6M | 0.3% | -56% | — |
| 67 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.6M | 0.3% | -40% | 73.8 |
| 68 |  $PANW | Palo Alto Networks Inc | $9.6M | 0.3% | +292% | 65.5 |
| 69 | — | VANGUARD INTERMEDIATE-TERM BOND ETF - ETF | $9.5M | 0.3% | +40% | — |
| 70 |  $HOOD | Robinhood Markets, Inc. | $9.4M | 0.3% | +1486% | 82.1 |
| 71 |  $WMT | Walmart Inc. | $9.2M | 0.3% | -47% | 60.2 |
| 72 |  $AZO | AUTOZONE INC | $8.9M | 0.3% | -62% | 66.2 |
| 73 |  $LLY | ELI LILLY & Co | $8.9M | 0.3% | -95% | 87.5 |
| 74 | — | VANGUARD LONG-TERM BOND ETF - ETF | $8.5M | 0.3% | +33% | — |
| 75 | — | ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF - ETF | $8.4M | 0.3% | +9% | — |
| 76 |  $POOL | POOL CORP | $8.0M | 0.3% | +1279% | 51.8 |
| 77 | — | JPMORGAN EQUITY PREMIUM INCOME ETF - ETF | $7.9M | 0.3% | +853% | — |
| 78 |  $CIEN | CIENA CORP | $7.8M | 0.3% | +355% | 72.9 |
| 79 | — | DIMENSIONAL U.S. EQUITY MARKET ETF - ETF | $7.6M | 0.3% | NEW | — |
| 80 | — | INSPIRE 500 ETF - ETF | $7.6M | 0.3% | +432% | — |
| 81 | — | CAPITAL GROUP DIVIDEND VALUE ETF - ETF | $7.6M | 0.3% | -72% | — |
| 82 |  $HQY | HEALTHEQUITY, INC. | $7.5M | 0.3% | +5917% | 71.2 |
| 83 |  $HD | HOME DEPOT, INC. | $7.5M | 0.3% | -66% | 60.3 |
| 84 |  $BX | Blackstone Inc. | $7.5M | 0.3% | +4578% | 74.4 |
| 85 |  $RBA | RB GLOBAL INC. | $7.5M | 0.3% | +1545% | 67.3 |
| 86 |  $DOV | DOVER Corp | $7.2M | 0.2% | +357% | 58.1 |
| 87 |  $KEX | KIRBY CORP | $7.1M | 0.2% | +1862% | 63.8 |
| 88 | $IVZ | Invesco Ltd. | $7.0M | 0.2% | NEW | — |
| 89 | — | AMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF - ETF | $6.9M | 0.2% | NEW | — |
| 90 | — | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF - ETF | $6.9M | 0.2% | NEW | — |
| 91 | — | VANGUARD SHORT-TERM CORPORATE BOND ETF - ETF | $6.8M | 0.2% | +470% | — |
| 92 |  $AMD | ADVANCED MICRO DEVICES INC | $6.7M | 0.2% | +26% | 79.8 |
| 93 | — | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF - ETF | $6.6M | 0.2% | NEW | — |
| 94 | — | DIMENSIONAL US MARKETWIDE VALUE ETF - ETF | $6.6M | 0.2% | NEW | — |
| 95 |  $GNRC | GENERAC HOLDINGS INC. | $6.6M | 0.2% | -37% | 54.4 |
| 96 | — | VANGUARD HIGH DIVIDEND YIELD INDEX ETF - ETF | $6.6M | 0.2% | +519% | — |
| 97 |  $CVX | CHEVRON CORP | $6.5M | 0.2% | -91% | 62.8 |
| 98 |  $AMGN | AMGEN INC | $6.3M | 0.2% | +217% | 79.2 |
| 99 | — | INSPIRE INTERNATIONAL ETF - ETF | $6.2M | 0.2% | +2292% | — |
| 100 | — | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF - ETF | $6.2M | 0.2% | +3855% | — |
| 101 | — | DIMENSIONAL INTERNATIONAL VALUE ETF - ETF | $6.1M | 0.2% | NEW | — |
| 102 | — | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF - ETF | $6.1M | 0.2% | +7497% | — |
| 103 |  $CRSP | CRISPR Therapeutics AG | $6.0M | 0.2% | +4248% | 9.7 |
| 104 | — | PGIM SHORT DURATION HIGH YIELD ETF - ETF | $6.0M | 0.2% | NEW | — |
| 105 |  $TPL | Texas Pacific Land Corp | $5.6M | 0.2% | +263% | 73 |
| 106 |  $XOM.R34088 | EXXON MOBIL CORP | $5.5M | 0.2% | +30% | 57.9 |
| 107 | — | Vanguard International Dividend Appreciation ETF - ETF | $5.5M | 0.2% | +2064% | — |
| 108 | — | APPLIED FINANCE IVS US SMID ETF - ETF | $5.5M | 0.2% | +271% | — |
| 109 | — | ISHARES CORE MSCI EAFE ETF - ETF | $5.4M | 0.2% | +589% | — |
| 110 |  $GLD | SPDR GOLD TRUST | $5.3M | 0.2% | +113% | — |
| 111 |  $DE | DEERE & CO | $5.1M | 0.2% | +43% | 55.4 |
| 112 | — | VANGUARD TAX-EXEMPT BOND ETF - ETF | $5.0M | 0.2% | NEW | — |
| 113 | — | TIMOTHY PLAN US SMALL CAP CORE ETF - ETF | $5.0M | 0.2% | +3184% | — |
| 114 |  $V | VISA INC. | $5.0M | 0.2% | +80% | 82.9 |
| 115 | — | DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF - ETF | $5.0M | 0.2% | NEW | — |
| 116 | — | ISHARES CURRENCY HEDGED MSCI EAFE ETF - ETF | $5.0M | 0.2% | +617% | — |
| 117 | — | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF - ETF | $5.0M | 0.2% | NEW | — |
| 118 |  $DHI | HORTON D R INC /DE/ | $5.0M | 0.2% | +358% | 53.6 |
| 119 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF - ETF | $5.0M | 0.2% | +278% | — |
| 120 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $4.9M | 0.2% | +232% | — |
| 121 | — | FIRST TRUST LOW DURATION OPPORTUNITIES ETF - ETF | $4.9M | 0.2% | +385% | — |
| 122 | $GS | GOLDMAN SACHS GROUP INC | $4.9M | 0.2% | -57% | 73.5 |
| 123 | — | AVANTIS EMERGING MARKETS EQUITY ETF - ETF | $4.7M | 0.2% | -26% | — |
| 124 | — | VANGUARD TOTAL INTERNATIONAL STOCK ETF - ETF | $4.7M | 0.2% | +1008% | — |
| 125 | — | SCHWAB US DIVIDEND EQUITY ETF - ETF | $4.7M | 0.2% | +2871% | — |
| 126 | — | TBG DIVIDEND FOCUS ETF - ETF | $4.6M | 0.1% | +6087% | — |
| 127 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.5M | 0.1% | -53% | 66.1 |
| 128 |  $KLAC | KLA CORP | $4.5M | 0.1% | +33% | 78.6 |
| 129 |  $NFLX | NETFLIX INC | $4.5M | 0.1% | +417% | 78.8 |
| 130 |  $SLV | iShares Silver Trust | $4.5M | 0.1% | NEW | — |
| 131 | — | ISHARES MSCI EMERGING MARKETS EX CHINA ETF - ETF | $4.5M | 0.1% | +982% | — |
| 132 | — | VANGUARD MEGA CAP VALUE ETF - ETF | $4.4M | 0.1% | -48% | — |
| 133 |  $CAT | CATERPILLAR INC | $4.4M | 0.1% | -56% | 66.5 |
| 134 |  $CSCO | CISCO SYSTEMS, INC. | $4.3M | 0.1% | +146% | 70.3 |
| 135 |  $WDC | WESTERN DIGITAL CORP | $4.2M | 0.1% | +20% | 80.7 |
| 136 | — | ISHARES CORE S&P MID-CAP ETF - ETF | $4.2M | 0.1% | +2313% | — |
| 137 |  $JNJ | JOHNSON & JOHNSON | $4.1M | 0.1% | -66% | 69 |
| 138 | — | DIMENSIONAL US HIGH PROFITABILITY ETF - ETF | $4.0M | 0.1% | +883% | — |
| 139 | — | ISHARES 0-3 MONTH TREASURY BOND ETF - ETF | $4.0M | 0.1% | NEW | — |
| 140 | — | DIMENSIONAL U.S. TARGETED VALUE ETF - ETF | $3.9M | 0.1% | +3580% | — |
| 141 |  $INTC | INTEL CORP | $3.8M | 0.1% | +129% | 45.6 |
| 142 | — | VANGUARD MEGA CAP GROWTH ETF - ETF | $3.8M | 0.1% | +2805% | — |
| 143 |  $LRCX | LAM RESEARCH CORP | $3.8M | 0.1% | +284% | 79.4 |
| 144 |  $GEV | GE Vernova Inc. | $3.8M | 0.1% | +110% | 81.1 |
| 145 |  $MSTR | Strategy Inc | $3.8M | 0.1% | +906% | 17.9 |
| 146 |  $BRK.A | BERKSHIRE HATHAWAY INC | $3.7M | 0.1% | -99% | 73.8 |
| 147 | — | ISHARES FLOATING RATE BOND ETF - ETF | $3.7M | 0.1% | NEW | — |
| 148 |  $KNX | Knight-Swift Transportation Holdings Inc. | $3.6M | 0.1% | +276% | 54.4 |
| 149 | — | VANGUARD SMALL CAP VALUE ETF - ETF | $3.6M | 0.1% | +449% | — |
| 150 | — | VANGUARD MID-CAP VALUE ETF - ETF | $3.6M | 0.1% | +246% | — |
New Positions (197)
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$1.3M BANK MONTREAL MEDIUM MICROSECTORS FA - ETF$743,126
PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL - ETF$588,441
PROSHARES ULTRAPRO SHORT S&P500 - ETF$556,013
ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF - ETF$510,952
FIDELITY SYSTEMATIC MUNICIPAL BOND INDEX ETF - ETF$487,515
ISHARES GLOBAL CLEAN ENERGY ETF - ETF$457,799
DIREXION DAILY SEMICONDUCTOR BEAR 3X ETF - ETF$454,877
VANGUARD EXTENDED DURATION TREASURY ETF - ETF$429,528
$NXPL NextPlat Corp$391,952 ISHARES CURRENCY HEDGED MSCI EMERGING MARKETS ETF - ETF$387,764
$HONA Honeywell Aerospace Inc.$381,140 PROSHARES ULTRAPRO SHORT QQQ - ETF$363,064
$FDXF FedEx Freight Holding Company, Inc.$352,887 DEFIANCE AI & POWER INFRASTRUCTURE ETF - ETF$344,190
Exited Positions (188)
PROSHARES ULTRA BLOOMBERG NATURAL GAS
$THR Thermon Group Holdings, Inc.
$STKL SunOpta Inc.
$SWKHL SWK Holdings Corp
$GTES Gates Industrial Corp Ltd.
$MHD BLACKROCK MUNIHOLDINGS FUND, INC.
$CNTA Centessa Pharmaceuticals plc
$SNBR Sleep Number Corp
$CTLP CANTALOUPE, INC.
$CIF MFS INTERMEDIATE HIGH INCOME FUND JPMORGAN BETABUILDERS U.S. AGGREGATE BOND ETF
$SLNO SOLENO THERAPEUTICS INC
$AL AIR LEASE CORP ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF
DIREXION DAILY FTSE CHINA BEAR 3X ETF
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AI-Powered Hedge Fund Analysis: EverSource Wealth Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For EverSource Wealth Advisors, LLC (SEC CIK: 1710537), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in EverSource Wealth Advisors, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.