EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 18, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 4,380
- +114 vs. Q4 2025
- Portfolio value
- $3.27B
- +$559.1M (+20.6%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HCWCHost Digital Inc. | CL A | 1 | $0 | 0.0% | 00.0% | Unchanged | History |
| OPENLOpendoor Technologies Inc. | *W EXP 11/20/202 | 2 | $0 | 0.0% | 00.0% | Unchanged | History |
| OPENZOpendoor Technologies Inc. | *W EXP 11/20/202 | 2 | $0 | 0.0% | 00.0% | Unchanged | History |
| OPENWOpendoor Technologies Inc. | *W EXP 11/20/202 | 2 | $1 | <0.1% | 00.0% | Unchanged | History |
| Bed Bath & Beyond Inc075896159 | *W EXP 10/07/202 | 1 | $1 | <0.1% | 00.0% | Unchanged | – |
| HRZNHorizon Technology Finance Corp | COM | 0 | $2 | <0.1% | 0 | Unchanged | History |
| TXMDTherapeuticsMD, Inc. | COM NEW | 1 | $2 | <0.1% | 00.0% | Unchanged | History |
| ILAGIntelligent Living Application Group Inc. | ORD SHS | 1 | $2 | <0.1% | 00.0% | Unchanged | History |
| VENUVenu Holding Corp | COM | 1 | $3 | <0.1% | −3,000−100.0% | Reduced | History |
| WKHSWorkhorse Group Inc. | COM NEW | 1 | $3 | <0.1% | −1−50.0% | Reduced | History |
| RILYBRC Group Holdings, Inc. | COM | 1 | $4 | <0.1% | 00.0% | Unchanged | History |
| SLSNSolesence, Inc. | COM | 5 | $5 | <0.1% | +5 | New | History |
| CVCapsoVision, Inc | COM | 1 | $7 | <0.1% | +1 | New | History |
| HFFGHF Foods Group Inc. | COM | 4 | $7 | <0.1% | −3−42.9% | Reduced | History |
| QRHCQuest Resource Holding Corp | COM NEW | 7 | $8 | <0.1% | −19−73.1% | Reduced | History |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 0 | $11 | <0.1% | 0 | Unchanged | – |
| OCSLOaktree Specialty Lending Corp | COM | 1 | $11 | <0.1% | 00.0% | Unchanged | History |
| J P Morgan Exchange Traded F46641Q373 | BETABUILDERS I | 0 | $12 | <0.1% | 0 | Unchanged | – |
| GENVRGen Digital Inc. | COM | 29 | $13 | <0.1% | 00.0% | Unchanged | History |
| JBIOJade Biosciences, Inc. | COM NEW | 1 | $14 | <0.1% | −88−98.9% | Reduced | History |
| CIACitizens, Inc. | CL A | 3 | $15 | <0.1% | 00.0% | Unchanged | History |
| MLPMaui Land & Pineapple Co Inc | COM | 1 | $15 | <0.1% | −1−50.0% | Reduced | History |
| OPFIOppFi Inc. | COM CL A | 2 | $15 | <0.1% | 00.0% | Unchanged | History |
| PNBKPatriot National Bancorp Inc | COM NEW | 12 | $15 | <0.1% | +5+71.4% | Added | History |
| PAAIParadium.AI, Inc. | COM | 7 | $15 | <0.1% | +7 | New | History |
| NVCTNuvectis Pharma, Inc. | COM | 2 | $16 | <0.1% | +2 | New | History |
| ACRACRES Commercial Realty Corp. | COM NEW | 1 | $19 | <0.1% | −3−75.0% | Reduced | History |
| RCMTRCM Technologies, Inc. | COM NEW | 1 | $19 | <0.1% | +1 | New | History |
| RSVRReservoir Media, Inc. | COM | 2 | $20 | <0.1% | 00.0% | Unchanged | History |
| TLSITriSalus Life Sciences, Inc. | COM | 5 | $20 | <0.1% | +5 | New | History |
| FWRGFirst Watch Restaurant Group, Inc. | COM | 2 | $21 | <0.1% | −142−98.6% | Reduced | History |
| GYREGyre Therapeutics, Inc. | COM | 3 | $21 | <0.1% | +3 | New | History |
| PLXProtalix BioTherapeutics, Inc. | COM | 11 | $24 | <0.1% | +11 | New | History |
| MBAIMBody AI Ltd. | SHS | 15 | $24 | <0.1% | 00.0% | Unchanged | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 6 | $25 | <0.1% | −8−57.1% | Reduced | History |
| LBRXLB Pharmaceuticals Inc | COM SHS | 1 | $25 | <0.1% | +1 | New | History |
| J P Morgan Exchange Traded F46641Q241 | BETABUILDERS US | 1 | $26 | <0.1% | 00.0% | Unchanged | – |
| CBKCommercial Bancgroup, Inc. | COM | 1 | $26 | <0.1% | +1 | New | History |
| MFINMedallion Financial Corp | COM | 3 | $26 | <0.1% | +1+50.0% | Added | History |
| SAFXXCF Global, Inc. | COM CL A | 77 | $27 | <0.1% | +64+492.3% | Added | History |
| BEEPMobile Infrastructure Corp | COM SHS | 13 | $28 | <0.1% | +13 | New | History |
| OPADOfferpad Solutions Inc. | COM CL A | 43 | $28 | <0.1% | 00.0% | Unchanged | History |
| SBCSBC Medical Group Holdings Inc | COM | 7 | $29 | <0.1% | +5+250.0% | Added | History |
| SIShoulder Innovations, Inc. | COMMON STOCK | 2 | $29 | <0.1% | −5−71.4% | Reduced | History |
| MTNBMatinas BioPharma Holdings, Inc. | COM NEW | 60 | $30 | <0.1% | 00.0% | Unchanged | History |
| HTZWWHertz Global Holdings, Inc | Common Stock | 13 | $30 | <0.1% | 00.0% | Unchanged | History |
| CDRECadre Holdings, Inc. | COM | 1 | $31 | <0.1% | 00.0% | Unchanged | History |
| FINWFinwise Bancorp | COM | 2 | $32 | <0.1% | +2 | New | History |
| MREOMereo BioPharma Group plc | SPON ADS | 100 | $33 | <0.1% | −317−76.0% | Reduced | History |
| DMACDiaMedica Therapeutics Inc. | COM NEW | 5 | $34 | <0.1% | +5 | New | History |
| XRXDWXerox Holdings Corp | *W EXP 02/11/202 | 369 | $34 | <0.1% | +369 | New | History |
| NCMINational CineMedia, Inc. | COM NEW | 12 | $37 | <0.1% | +12 | New | History |
| Tidal ETF Tr886364181 | UNUSUAL WHALE SU | 1 | $38 | <0.1% | 00.0% | Unchanged | – |
| STLNStarling Oncology, Inc. | COM | 13 | $40 | <0.1% | +13 | New | History |
| CLLSCellectis S.A. | SPON ADS | 13 | $41 | <0.1% | −183−93.4% | Reduced | History |
| X Finl Sponsored ADS98372W103 | ADR | 10 | $41 | <0.1% | −480−98.0% | Reduced | – |
| SBDSSolo Brands, Inc. | COM CL A NEW | 11 | $41 | <0.1% | −1−8.3% | Reduced | History |
| RLGTRadiant Logistics, Inc | COM | 6 | $42 | <0.1% | +3+100.0% | Added | History |
| VHIValhi Inc | COM | 3 | $43 | <0.1% | 00.0% | Unchanged | History |
| BAERBridger Aerospace Group Holdings, Inc. | COM | 22 | $44 | <0.1% | −121−84.6% | Reduced | History |
| CPSSConsumer Portfolio Services, Inc. | COM | 6 | $46 | <0.1% | +5+500.0% | Added | History |
| WHGWestwood Holdings Group Inc | COM | 3 | $48 | <0.1% | +2+200.0% | Added | History |
| CHPTChargePoint Holdings, Inc. | Stock | 10 | $49 | <0.1% | 00.0% | Unchanged | History |
| ASPIASP Isotopes Inc. | COM | 11 | $49 | <0.1% | +11 | New | History |
| PDEXPro Dex Inc | COM NEW | 1 | $49 | <0.1% | 00.0% | Unchanged | History |
| FOAFinance of America Companies Inc. | CL A NEW | 3 | $50 | <0.1% | +3 | New | History |
| AMBQAmbiq Micro, Inc. | COMMON STOCK | 2 | $51 | <0.1% | +1+100.0% | Added | History |
| RNAAtrium Therapeutics, Inc. | COM | 4 | $53 | <0.1% | +4 | New | History |
| VGASVerde Clean Fuels, Inc. | CLASS A COM | 32 | $53 | <0.1% | +26+433.3% | Added | History |
| VRMVroom, Inc. | COM NEW | 4 | $53 | <0.1% | +2+100.0% | Added | History |
| SIEBSiebert Financial Corp | COM | 28 | $54 | <0.1% | +28 | New | History |
| BSETBassett Furniture Industries Inc | COM | 4 | $57 | <0.1% | +3+300.0% | Added | History |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 1 | $58 | <0.1% | 00.0% | Unchanged | – |
| PSIXPower Solutions International, Inc. | Stock | 1 | $61 | <0.1% | 00.0% | Unchanged | History |
| UAMYUnited States Antimony Corp | COM | 7 | $61 | <0.1% | +7 | New | History |
| ARLAmerican Realty Investors Inc | COM | 4 | $62 | <0.1% | 00.0% | Unchanged | History |
| LNZALanzaTech Global, Inc. | COM NEW | 4 | $64 | <0.1% | 00.0% | Unchanged | History |
| GHGGreenTree Hospitality Group Ltd. | SPONSORED ADS | 51 | $64 | <0.1% | −58−53.2% | Reduced | History |
| BTMDbiote Corp. | CLASS A COM | 48 | $65 | <0.1% | −1−2.0% | Reduced | History |
| EZPZFranklin Crypto Trust | ETP | 4 | $65 | <0.1% | 00.0% | Unchanged | History |
| EOLSEvolus, Inc. | COM | 16 | $66 | <0.1% | +16 | New | History |
| SVRASavara Inc | COM | 12 | $66 | <0.1% | +12 | New | History |
| MPTIM-tron Industries, Inc. | COM | 1 | $67 | <0.1% | 00.0% | Unchanged | History |
| SRBKSR Bancorp, Inc. | COM | 4 | $68 | <0.1% | 00.0% | Unchanged | History |
| ELMDElectromed, Inc. | Stock | 3 | $69 | <0.1% | +3 | New | History |
| NAUTNautilus Biotechnology, Inc. | COM | 18 | $70 | <0.1% | −31−63.3% | Reduced | History |
| TCITranscontinental Realty Investors Inc | COM NEW | 2 | $70 | <0.1% | −1−33.3% | Reduced | History |
| iShares Tr46432F859 | CORE 1 5 YR USD | 2 | $72 | <0.1% | −198−99.0% | Reduced | – |
| LARKLandmark Bancorp Inc | COM | 3 | $74 | <0.1% | 00.0% | Unchanged | History |
| LOVELovesac Co | COM | 5 | $74 | <0.1% | +5 | New | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 48 | $75 | <0.1% | −110−69.6% | Reduced | History |
| Vanguard Malvern FDS922020730 | SHOR DURA BD ETF | 1 | $76 | <0.1% | 00.0% | Unchanged | – |
| KGKestrel Group Ltd | COM | 7 | $76 | <0.1% | +7 | New | History |
| SKYHSky Harbour Group Corp | COM CL A | 8 | $76 | <0.1% | +8 | New | History |
| STRTStrattec Security Corp | COM | 1 | $78 | <0.1% | +1 | New | History |
| CLFDClearfield, Inc. | COM | 3 | $79 | <0.1% | +3 | New | History |
| MNTKMontauk Renewables, Inc. | COM | 69 | $79 | <0.1% | −54−43.9% | Reduced | History |
| BTAIQBioXcel Therapeutics, Inc. | COM NEW | 60 | $80 | <0.1% | 00.0% | Unchanged | History |
| NIQNIQ Global Intelligence plc | ORDINARY SHARES | 7 | $80 | <0.1% | −165−95.9% | Reduced | History |
| Thrivent ETF Trust88588G109 | SMAL MID CAP ETF | 2 | $83 | <0.1% | 00.0% | Unchanged | – |
Options (6)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQ | Stock | – | $3.51M |
| Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XX | Stock | $2.39M | – |
| SPYSPDR S&P 500 ETF Trust | ETF | $1.95M | – |
| SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BB | Stock | $1.43M | – |
| Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SS | Stock | – | $172.5K |
| Alphabet Inc CLL Opt 12/27 300.0 Cal7743339LF | Stock | – | $125.0K |
Sold out since Q4 2025 (152)
Positions held at the end of Q4 2025 that are gone from this filing.
The largest 100 of 152 by value last quarter.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| Cyberark Software LtdM2682V108 | SHS | 3,292 | $1.47M | 0.1% | – |
| FLG.PUFlagstar Bank, National Association | UNIT 11/01/2051 | 26,089 | $1.04M | <0.1% | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 29,347 | $896.3K | <0.1% | History |
| EXASExact Sciences Corp | COM | 5,158 | $523.8K | <0.1% | History |
| CMAComerica Inc | COM | 4,831 | $420.0K | <0.1% | History |
| SNVSynovus Financial Corp | COM NEW | 7,789 | $389.8K | <0.1% | History |
| CFLTConfluent, Inc. | CLASS A COM | 11,451 | $346.3K | <0.1% | History |
| DAYDayforce, Inc. | COM | 3,266 | $225.9K | <0.1% | History |
| LGOLargo Inc. | COMMON STOCK | 126,561 | $118.6K | <0.1% | History |
| CADECadence Bancorporation | EQUITY US CM | 2,505 | $107.3K | <0.1% | History |
| Starboard Invt Tr85521B742 | ADAPTIVE ALPHA | 3,176 | $90.7K | <0.1% | – |
| FYBRFrontier Communications Parent, Inc. | COM | 2,359 | $89.8K | <0.1% | History |
| TELFYTelefonica S A | SPONSORED ADR | 19,848 | $80.4K | <0.1% | History |
| HOUSAnywhere Real Estate Inc. | COM | 5,210 | $73.8K | <0.1% | History |
| REVGREV Group, Inc. | COM | 1,152 | $70.1K | <0.1% | History |
| CDTXCidara Therapeutics, Inc. | COM | 314 | $69.4K | <0.1% | History |
| SGNSigning Day Sports, Inc. | COM | 67,300 | $63.6K | <0.1% | History |
| CIVICivitas Resources, Inc. | EQUITY US CM | 2,203 | $59.7K | <0.1% | History |
| MVTBlackRock Munivest Fund II, Inc. | COM | 4,250 | $45.9K | <0.1% | History |
| TGNATegna Inc | COM | 2,293 | $44.5K | <0.1% | History |
| THSTreeHouse Foods, Inc. | COM | 1,831 | $43.2K | <0.1% | History |
| New Gold Inc Cda644535106 | COM | 4,666 | $40.6K | <0.1% | – |
| BLEBlackRock Municipal Income Trust II | COM | 3,354 | $35.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 300 | $31.0K | <0.1% | – |
| HIHillenbrand, Inc. | COM | 916 | $29.1K | <0.1% | History |
| PCHPotlatchdeltic Corp | COM | 708 | $28.2K | <0.1% | History |
| NUVNuveen Municipal Value Fund Inc | COM | 3,100 | $28.1K | <0.1% | History |
| ALEXAlexander & Baldwin, Inc. | COM | 1,337 | $27.6K | <0.1% | History |
| ZEUSOlympic Steel Inc | COM | 641 | $27.4K | <0.1% | History |
| Sapiens Intl Corp N VG7T16G103 | SHS | 623 | $27.1K | <0.1% | – |
| MOFGMidWestOne Financial Group, Inc. | COM | 645 | $24.8K | <0.1% | History |
| PIMCO ETF Tr72201R882 | 25YR+ ZERO U S | 350 | $22.5K | <0.1% | – |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 1,500 | $21.5K | <0.1% | History |
| JAMFJamf Holding Corp. | COM | 1,301 | $16.9K | <0.1% | History |
| Advisor Managed Portfolios00777X496 | RECKONER LEVERAE | 637 | $15.9K | <0.1% | – |
| GESGuess Inc | COM | 874 | $14.6K | <0.1% | History |
| Graniteshares ETF Tr38747R629 | 2X SHORT NVDA DA | 2,025 | $14.5K | <0.1% | – |
| FRGEForge Global Holdings, Inc. | Stock | 320 | $14.3K | <0.1% | History |
| ProShares Tr74350P675 | ULTRAPRO SHORT | 200 | $13.7K | <0.1% | – |
| Zeekr Intelligent Technology98923K103 | SPON ADS | 522 | $13.6K | <0.1% | – |
| EBEventbrite, Inc. | COM CL A | 2,709 | $12.1K | <0.1% | History |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 200 | $11.2K | <0.1% | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 228 | $10.4K | <0.1% | – |
| Innovator ETFs Trust45784N452 | EQUITY DUAL NOV | 500 | $9.59K | <0.1% | – |
| Avidity Biosciences, Inc.05370A108 | COM | 121 | $8.73K | <0.1% | – |
| CIOCity Office REIT, Inc. | COM | 1,248 | $8.72K | <0.1% | History |
| MKZRMacKenzie Realty Capital, Inc. | Stock | 2,144 | $8.72K | <0.1% | History |
| BlackRock ETF Trust II092528843 | ISH HIG MUN ETF | 169 | $8.23K | <0.1% | – |
| Schwab Fundamental U.S. Large Company ETF808524771 | ETF | 300 | $8.16K | <0.1% | – |
| iShares Tr46436E858 | IBONDS 26 TRM TS | 341 | $7.80K | <0.1% | – |
| MBCNMiddlefield Banc Corp | COM NEW | 194 | $6.70K | <0.1% | History |
| Investment Managers Ser Tr I46144X131 | TRADR 2X SHORT | 209 | $6.32K | <0.1% | – |
| ProShares Tr74350P667 | ULTRASHRT S&P500 | 92 | $6.30K | <0.1% | – |
| AVDLAvadel Pharmaceuticals PLC | Stock | 259 | $5.58K | <0.1% | History |
| Curevac N VN2451R105 | COM | 1,095 | $4.95K | <0.1% | – |
| CLBTCellebrite DI Ltd. | ORDINARY SHARES | 267 | $4.81K | <0.1% | History |
| MRUSMerus N.V. | COM | 53 | $4.77K | <0.1% | History |
| RNWReNew Energy Global plc | CL A SHS | 758 | $4.28K | <0.1% | History |
| ETF Opportunities Trust26923Q697 | OPPORTUNISTIC TR | 190 | $4.19K | <0.1% | – |
| First Tr Exch TRD Alphdx FD33737J174 | DEV MRK EX US | 49 | $3.89K | <0.1% | – |
| DENNDENNY'S Corp | COM | 558 | $3.47K | <0.1% | History |
| YSGYatsen Holding Ltd | ADS | 850 | $3.31K | <0.1% | History |
| AFYAAfya Ltd | CL A COM | 190 | $2.93K | <0.1% | History |
| HKDAMTD Digital Inc. | SPONSORED ADS | 2,249 | $2.86K | <0.1% | History |
| iShares Tr46438G505 | IBONDS OCT 2026 | 109 | $2.79K | <0.1% | – |
| VIOTViomi Technology Co., Ltd | SPONSORED ADS | 1,430 | $2.63K | <0.1% | History |
| PTRNPattern Group Inc. | COM SER A | 214 | $2.47K | <0.1% | History |
| AFCGAdvanced Flower Capital Inc. | COM | 840 | $2.39K | <0.1% | History |
| PLYMPlymouth Industrial REIT, Inc. | COM | 88 | $1.93K | <0.1% | History |
| SHCOSoho House & Co Inc. | COM CL A | 182 | $1.63K | <0.1% | History |
| iShares Tr464288752 | US HOME CONS ETF | 14 | $1.35K | <0.1% | – |
| FUBOFuboTV Inc. | COM | 525 | $1.32K | <0.1% | History |
| FSFGFirst Savings Financial Group, Inc. | COM | 40 | $1.27K | <0.1% | History |
| Tidal ETF Tr886364306 | SOFI NEXT 500 | 76 | $1.24K | <0.1% | – |
| TRUETrueCar, Inc. | COM | 538 | $1.22K | <0.1% | History |
| CANGCango Inc. | ORD CL A | 765 | $1.15K | <0.1% | History |
| LYRALyra Therapeutics, Inc. | COM NEW | 338 | $1.04K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E669 | GLOBAL EX US HGH | 50 | $995 | <0.1% | – |
| ACRVAcrivon Therapeutics, Inc. | COMMON STOCK | 373 | $899 | <0.1% | History |
| BFINBankFinancial CORP | COM | 71 | $852 | <0.1% | History |
| DVAXDynavax Technologies Corp | COM NEW | 55 | $846 | <0.1% | History |
| FETHFidelity Ethereum Fund | SHS | 28 | $835 | <0.1% | History |
| GLLProShares Trust II | ULTRASHORT GOLD | 27 | $706 | <0.1% | History |
| RAPTRAPT Therapeutics, Inc. | COM NEW | 20 | $678 | <0.1% | History |
| GNLXGENELUX Corp | COM | 150 | $654 | <0.1% | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 8 | $646 | <0.1% | – |
| SRADSportradar Group AG | CLASS A ORD SHS | 26 | $618 | <0.1% | History |
| SSTKShutterstock, Inc. | COM | 27 | $516 | <0.1% | History |
| TELOTelomir Pharmaceuticals, Inc. | COM | 379 | $504 | <0.1% | History |
| NVXNOVONIX Ltd | SPONSORED ADS | 469 | $474 | <0.1% | History |
| SNCRSynchronoss Technologies Inc | COM NEW | 51 | $437 | <0.1% | History |
| ALARAlarum Technologies Ltd. | ADR | 50 | $429 | <0.1% | History |
| TUYATuya Inc. | SPONSERED ADS | 202 | $426 | <0.1% | History |
| ICGIntchains Group Ltd | ADS REPSTG CL A | 226 | $405 | <0.1% | History |
| IHiHuman Inc. | ADS COMMON | 191 | $401 | <0.1% | History |
| REIRing Energy, Inc. | COM | 444 | $386 | <0.1% | History |
| VTYXVentyx Biosciences, Inc. | COM | 40 | $361 | <0.1% | History |
| VanEck Vectors ETF Tr92189F767 | INDIA GRWTH LDR | 7 | $338 | <0.1% | – |
| FORTYFormula Systems (1985) Ltd | SPONSORED ADS | 2 | $335 | <0.1% | History |
| GOTUGaotu Techedu Inc. | SPONSORED ADS | 140 | $325 | <0.1% | History |