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Livermore
Livermore
ZHEN

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.

Institution overview
Positions
4,380
+114 vs. Q4 2025
Portfolio value
$3.27B
+$559.1M (+20.6%) vs. Q4 2025
Filed
May 18, 2026
AmendedSEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
FVRFrontView REIT, Inc.COM198$3.06K<0.1%+30+17.9%AddedHistory
BZHBeazer Homes USA IncCOM NEW161$3.10K<0.1%−51−24.1%ReducedHistory
XPERXperi Inc.COMMON STOCK553$3.10K<0.1%+275+98.9%AddedHistory
HOFTHooker Furnishings CorpCOM241$3.10K<0.1%−7−2.8%ReducedHistory
AMALAmalgamated Financial Corp.COM80$3.11K<0.1%+49+158.1%AddedHistory
SVCOSilvaco Group, Inc.COM440$3.12K<0.1%+300+214.3%AddedHistory
Innovator ETFs Trust45783Y780US EQT ACC 9 BFR100$3.13K<0.1%00.0%Unchanged–
FULCFulcrum Therapeutics, Inc.COM409$3.14K<0.1%+202+97.6%AddedHistory
NAGENiagen Bioscience, Inc.COM NEW713$3.14K<0.1%+345+93.8%AddedHistory
AIRIAir Industries GroupCOM NEW977$3.16K<0.1%00.0%UnchangedHistory
CNDTCONDUENT IncCOM2,470$3.16K<0.1%+1,078+77.4%AddedHistory
First Tr Exchange Traded FD33738R100MULTI ASSET DI196$3.17K<0.1%00.0%Unchanged–
BLNDBlend Labs, Inc.CL A1,867$3.17K<0.1%+1,208+183.3%AddedHistory
RBCAARepublic Bancorp IncCL A45$3.17K<0.1%−3−6.3%ReducedHistory
CPSCooper-Standard Holdings Inc.COM114$3.18K<0.1%−18−13.6%ReducedHistory
ATKRAtkore Inc.COM54$3.18K<0.1%−4−6.9%ReducedHistory
FTKFlotek Industries IncCOM NEW188$3.19K<0.1%−450−70.5%ReducedHistory
FIGRFigure Technology Solutions, Inc.Stock94$3.19K<0.1%+94NewHistory
IDTIdt CorpCL B NEW65$3.19K<0.1%+55+550.0%AddedHistory
First Tr Exchange-Traded FD33734X200DJ GLBL DIVID100$3.19K<0.1%00.0%Unchanged–
MTWManitowoc Co IncCOM NEW276$3.22K<0.1%+27+10.8%AddedHistory
HDSNHudson Technologies IncCOM554$3.26K<0.1%−35−5.9%ReducedHistory
CNTBConnect Biopharma Holdings LtdADS1,247$3.27K<0.1%−41−3.2%ReducedHistory
SUNCSunocoCorp LLCCOM SHS LLC53$3.27K<0.1%+53NewHistory
FCFranklin Covey CoCOM207$3.27K<0.1%+207NewHistory
FAFirst Advantage CorpCOM278$3.27K<0.1%+164+143.9%AddedHistory
LINDLindblad Expeditions Holdings, Inc.Stock189$3.27K<0.1%−48−20.3%ReducedHistory
SHAKShake Shack Inc.CL A37$3.27K<0.1%+26+236.4%AddedHistory
ANNXAnnexon, Inc.COM591$3.27K<0.1%+52+9.6%AddedHistory
SVCService Properties TrustCOM SH BEN INT2,417$3.27K<0.1%+2,003+483.8%AddedHistory
UFPTUfp Technologies IncCOM17$3.29K<0.1%−1−5.6%ReducedHistory
GNKGenco Shipping & Trading LtdSHS146$3.29K<0.1%−29−16.6%ReducedHistory
RGENRepligen CorpCOM28$3.30K<0.1%+2+7.7%AddedHistory
RCReady Capital CorpCOM2,039$3.31K<0.1%+1,623+390.1%AddedHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF40$3.31K<0.1%+17+73.9%Added–
MOVMovado Group IncCOM136$3.32K<0.1%+39+40.2%AddedHistory
CLMTCalumet, Inc.COM93$3.34K<0.1%+11+13.4%AddedHistory
IVAInventiva S.A.ADS604$3.35K<0.1%+604NewHistory
TTAMTitan America SAStock225$3.37K<0.1%+30+15.4%AddedHistory
JBSJBS N.V.ADR188$3.38K<0.1%+30+19.0%AddedHistory
AVNWAviat Networks, Inc.COM NEW150$3.39K<0.1%+17+12.8%AddedHistory
VTMXVesta Real Estate Corporation, S.A.B. de C.V.ADS102$3.40K<0.1%00.0%UnchangedHistory
TFINTriumph Financial, Inc.COM57$3.40K<0.1%−201−77.9%ReducedHistory
GDYNGrid Dynamics Holdings, Inc.CL A598$3.41K<0.1%+598NewHistory
RHLDResolute Holdings Management, Inc.COM21$3.41K<0.1%+1+5.0%AddedHistory
BLDPBallard Power Systems Inc.COM1,418$3.43K<0.1%+476+50.5%AddedHistory
TSSITSS, Inc.COM264$3.43K<0.1%+264NewHistory
EVEXEve Holding, Inc.COM1,386$3.44K<0.1%+612+79.1%AddedHistory
RPDRapid7, Inc.COM625$3.44K<0.1%+87+16.2%AddedHistory
BKSYBlackSky Technology Inc.CL A NEW137$3.45K<0.1%+72+110.8%AddedHistory
Alps ETF Tr00162Q726BARRONS 400 ETF42$3.45K<0.1%00.0%Unchanged–
CMDBCostamare Bulkers Holdings LtdCOM SHS223$3.45K<0.1%+96+75.6%AddedHistory
LCUTLifetime Brands, IncCOM602$3.46K<0.1%+15+2.6%AddedHistory
ZLABZai Lab LtdADR184$3.46K<0.1%−19−9.4%ReducedHistory
OOMAOoma IncCOM238$3.46K<0.1%+183+332.7%AddedHistory
BZAIBlaize Holdings, Inc.COM1,904$3.46K<0.1%+1,766+1,279.7%AddedHistory
iShares Tr464288687PFD AND INCM SEC114$3.47K<0.1%+36+46.2%Added–
PCTPureCycle Technologies, Inc.COM668$3.47K<0.1%+607+995.1%AddedHistory
VIAVia Transportation, Inc.COM CL A232$3.48K<0.1%+232NewHistory
HSTMHealthstream IncCOM169$3.50K<0.1%+143+550.0%AddedHistory
TIPTTiptree Inc.COM207$3.50K<0.1%−105−33.7%ReducedHistory
NNOXNano-X Imaging Ltd.ORD SHS1,544$3.50K<0.1%+1,458+1,695.3%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF15$3.51K<0.1%00.0%Unchanged–
Nushares ETF Tr67092P854ESG HI TLD CRP166$3.52K<0.1%00.0%Unchanged–
CRNXCrinetics Pharmaceuticals, Inc.COM97$3.52K<0.1%−13−11.8%ReducedHistory
BBSIBarrett Business Services IncCOM121$3.53K<0.1%+118+3,933.3%AddedHistory
EVGOEVgo Inc.CL A COM2,058$3.54K<0.1%+1,388+207.2%AddedHistory
DHYUBS Asset Management High Yield Credit FundSH BEN INT1,866$3.55K<0.1%+933+100.0%AddedHistory
ESQEsquire Financial Holdings, Inc.COM33$3.55K<0.1%00.0%UnchangedHistory
RBBRBB BancorpCOM167$3.57K<0.1%−23−12.1%ReducedHistory
LZMLifezone Metals LtdORD SHS1,064$3.57K<0.1%+42+4.1%AddedHistory
IBRXImmunityBio, Inc.COM467$3.58K<0.1%−348−42.7%ReducedHistory
AMCXAMC Global Media Inc.CL A529$3.59K<0.1%+228+75.7%AddedHistory
iShares Tr46435G334MSCI UK ETF NEW79$3.60K<0.1%00.0%Unchanged–
ADCTADC Therapeutics SASHS966$3.62K<0.1%+8+0.8%AddedHistory
VanEck ETF Trust92189H409HIGH YLD MUNIETF72$3.63K<0.1%−6,771−98.9%Reduced–
BHBiglari Holdings Inc.COM STK CL B11$3.63K<0.1%00.0%UnchangedHistory
TASKTaskUs, Inc.CLASS A COM542$3.64K<0.1%+359+196.2%AddedHistory
JELDJELD-WEN Holding, Inc.COM2,941$3.65K<0.1%+1,766+150.3%AddedHistory
BFSTBusiness First Bancshares, Inc.COM135$3.65K<0.1%−6−4.3%ReducedHistory
YEXTYext, Inc.COM956$3.67K<0.1%−303−24.1%ReducedHistory
KCKingsoft Cloud Holdings LtdADS275$3.67K<0.1%+37+15.5%AddedHistory
PACBPacific Biosciences of California, Inc.COM2,785$3.68K<0.1%+2,785NewHistory
EFCEllington Financial Inc.COM311$3.69K<0.1%−308−49.8%ReducedHistory
LTMLatam Airlines Group S.A.SPONSORED ADR75$3.71K<0.1%+49+188.5%AddedHistory
IIPRInnovative Industrial Properties IncCOM74$3.71K<0.1%+56+311.1%AddedHistory
SLDBSolid Biosciences Inc.COM517$3.72K<0.1%−16−3.0%ReducedHistory
Direxion Shs ETF Tr25459W847DLY SMCAP BULL3X84$3.73K<0.1%00.0%Unchanged–
RGPResources Connection, Inc.COM1,003$3.74K<0.1%+227+29.3%AddedHistory
CDZICadiz IncCOM NEW763$3.75K<0.1%+684+865.8%AddedHistory
MITTTPG Mortgage Investment Trust, Inc.COM NEW513$3.75K<0.1%+4+0.8%AddedHistory
Matthews Asia FDS577125818EMER MKTS EQUITY101$3.75K<0.1%00.0%Unchanged–
PUBMPubMatic, Inc.COM CL A460$3.76K<0.1%+307+200.7%AddedHistory
ORICOric Pharmaceuticals, Inc.COM298$3.78K<0.1%+6+2.1%AddedHistory
VERXVertex, Inc.Stock318$3.78K<0.1%+48+17.8%AddedHistory
Vanguard Admiral FDS Inc921932828SMLLCP 600 IDX33$3.79K<0.1%00.0%Unchanged–
RDWRRadware LtdORD144$3.79K<0.1%+30+26.3%AddedHistory
GCOGenesco IncCOM131$3.80K<0.1%+73+125.9%AddedHistory
Innovator ETFs Trust45783Y889US EQT ACLRTD 9100$3.80K<0.1%00.0%Unchanged–
Tidal ETF Tr886364280SOFI ENHANCED YL248$3.82K<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.

Option positions of EverSource Wealth Advisors, LLC in Q1 2026
SecurityClassPutsCalls
Spy 271217C00815000 SPDR S&P 500 ETF Tr CLL Opt 12/27 815.0 Cal7642909UQStock–$3.51M
Aapl 271217P00210000 Apple Inc Put Opt 12/27 210.0 Put7769499XXStock$2.39M–
SPYSPDR S&P 500 ETF TrustETF$1.95M–
SPDR S&P 500 ETF Tr Put Opt 03/27 625.0 Put8239199BBStock$1.43M–
Amzn 271217C00230000 Amazon Com Inc CLL Opt 12/27 230.0 Cal7746619SSStock–$172.5K
Alphabet Inc CLL Opt 12/27 300.0 Cal7743339LFStock–$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.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Cyberark Software LtdM2682V108SHS3,292$1.47M0.1%–
FLG.PUFlagstar Bank, National AssociationUNIT 11/01/205126,089$1.04M<0.1%History
CCLCarnival Corp Ltd.UNIT 99/99/999929,347$896.3K<0.1%History
EXASExact Sciences CorpCOM5,158$523.8K<0.1%History
CMAComerica IncCOM4,831$420.0K<0.1%History
SNVSynovus Financial CorpCOM NEW7,789$389.8K<0.1%History
CFLTConfluent, Inc.CLASS A COM11,451$346.3K<0.1%History
DAYDayforce, Inc.COM3,266$225.9K<0.1%History
LGOLargo Inc.COMMON STOCK126,561$118.6K<0.1%History
CADECadence BancorporationEQUITY US CM2,505$107.3K<0.1%History
Starboard Invt Tr85521B742ADAPTIVE ALPHA3,176$90.7K<0.1%–
FYBRFrontier Communications Parent, Inc.COM2,359$89.8K<0.1%History
TELFYTelefonica S ASPONSORED ADR19,848$80.4K<0.1%History
HOUSAnywhere Real Estate Inc.COM5,210$73.8K<0.1%History
REVGREV Group, Inc.COM1,152$70.1K<0.1%History
CDTXCidara Therapeutics, Inc.COM314$69.4K<0.1%History
SGNSigning Day Sports, Inc.COM67,300$63.6K<0.1%History
CIVICivitas Resources, Inc.EQUITY US CM2,203$59.7K<0.1%History
MVTBlackRock Munivest Fund II, Inc.COM4,250$45.9K<0.1%History
TGNATegna IncCOM2,293$44.5K<0.1%History
THSTreeHouse Foods, Inc.COM1,831$43.2K<0.1%History
New Gold Inc Cda644535106COM4,666$40.6K<0.1%–
BLEBlackRock Municipal Income Trust IICOM3,354$35.0K<0.1%History
Invesco Exchange Traded FD T46137V258S&P500 PUR VAL300$31.0K<0.1%–
HIHillenbrand, Inc.COM916$29.1K<0.1%History
PCHPotlatchdeltic CorpCOM708$28.2K<0.1%History
NUVNuveen Municipal Value Fund IncCOM3,100$28.1K<0.1%History
ALEXAlexander & Baldwin, Inc.COM1,337$27.6K<0.1%History
ZEUSOlympic Steel IncCOM641$27.4K<0.1%History
Sapiens Intl Corp N VG7T16G103SHS623$27.1K<0.1%–
MOFGMidWestOne Financial Group, Inc.COM645$24.8K<0.1%History
PIMCO ETF Tr72201R88225YR+ ZERO U S350$22.5K<0.1%–
NUWNuveen AMT-Free Municipal Value FundCOM1,500$21.5K<0.1%History
JAMFJamf Holding Corp.COM1,301$16.9K<0.1%History
Advisor Managed Portfolios00777X496RECKONER LEVERAE637$15.9K<0.1%–
GESGuess IncCOM874$14.6K<0.1%History
Graniteshares ETF Tr38747R6292X SHORT NVDA DA2,025$14.5K<0.1%–
FRGEForge Global Holdings, Inc.Stock320$14.3K<0.1%History
ProShares Tr74350P675ULTRAPRO SHORT200$13.7K<0.1%–
Zeekr Intelligent Technology98923K103SPON ADS522$13.6K<0.1%–
EBEventbrite, Inc.COM CL A2,709$12.1K<0.1%History
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF200$11.2K<0.1%–
Putnam ETF Trust746729300FOCUSED LAR CAP228$10.4K<0.1%–
Innovator ETFs Trust45784N452EQUITY DUAL NOV500$9.59K<0.1%–
Avidity Biosciences, Inc.05370A108COM121$8.73K<0.1%–
CIOCity Office REIT, Inc.COM1,248$8.72K<0.1%History
MKZRMacKenzie Realty Capital, Inc.Stock2,144$8.72K<0.1%History
BlackRock ETF Trust II092528843ISH HIG MUN ETF169$8.23K<0.1%–
Schwab Fundamental U.S. Large Company ETF808524771ETF300$8.16K<0.1%–
iShares Tr46436E858IBONDS 26 TRM TS341$7.80K<0.1%–
MBCNMiddlefield Banc CorpCOM NEW194$6.70K<0.1%History
Investment Managers Ser Tr I46144X131TRADR 2X SHORT209$6.32K<0.1%–
ProShares Tr74350P667ULTRASHRT S&P50092$6.30K<0.1%–
AVDLAvadel Pharmaceuticals PLCStock259$5.58K<0.1%History
Curevac N VN2451R105COM1,095$4.95K<0.1%–
CLBTCellebrite DI Ltd.ORDINARY SHARES267$4.81K<0.1%History
MRUSMerus N.V.COM53$4.77K<0.1%History
RNWReNew Energy Global plcCL A SHS758$4.28K<0.1%History
ETF Opportunities Trust26923Q697OPPORTUNISTIC TR190$4.19K<0.1%–
First Tr Exch TRD Alphdx FD33737J174DEV MRK EX US49$3.89K<0.1%–
DENNDENNY'S CorpCOM558$3.47K<0.1%History
YSGYatsen Holding LtdADS850$3.31K<0.1%History
AFYAAfya LtdCL A COM190$2.93K<0.1%History
HKDAMTD Digital Inc.SPONSORED ADS2,249$2.86K<0.1%History
iShares Tr46438G505IBONDS OCT 2026109$2.79K<0.1%–
VIOTViomi Technology Co., LtdSPONSORED ADS1,430$2.63K<0.1%History
PTRNPattern Group Inc.COM SER A214$2.47K<0.1%History
AFCGAdvanced Flower Capital Inc.COM840$2.39K<0.1%History
PLYMPlymouth Industrial REIT, Inc.COM88$1.93K<0.1%History
SHCOSoho House & Co Inc.COM CL A182$1.63K<0.1%History
iShares Tr464288752US HOME CONS ETF14$1.35K<0.1%–
FUBOFuboTV Inc.COM525$1.32K<0.1%History
FSFGFirst Savings Financial Group, Inc.COM40$1.27K<0.1%History
Tidal ETF Tr886364306SOFI NEXT 50076$1.24K<0.1%–
TRUETrueCar, Inc.COM538$1.22K<0.1%History
CANGCango Inc.ORD CL A765$1.15K<0.1%History
LYRALyra Therapeutics, Inc.COM NEW338$1.04K<0.1%History
Invesco Exch Traded FD Tr II46138E669GLOBAL EX US HGH50$995<0.1%–
ACRVAcrivon Therapeutics, Inc.COMMON STOCK373$899<0.1%History
BFINBankFinancial CORPCOM71$852<0.1%History
DVAXDynavax Technologies CorpCOM NEW55$846<0.1%History
FETHFidelity Ethereum FundSHS28$835<0.1%History
GLLProShares Trust IIULTRASHORT GOLD27$706<0.1%History
RAPTRAPT Therapeutics, Inc.COM NEW20$678<0.1%History
GNLXGENELUX CorpCOM150$654<0.1%History
iShares Inc46434G822MSCI JAPAN ETF8$646<0.1%–
SRADSportradar Group AGCLASS A ORD SHS26$618<0.1%History
SSTKShutterstock, Inc.COM27$516<0.1%History
TELOTelomir Pharmaceuticals, Inc.COM379$504<0.1%History
NVXNOVONIX LtdSPONSORED ADS469$474<0.1%History
SNCRSynchronoss Technologies IncCOM NEW51$437<0.1%History
ALARAlarum Technologies Ltd.ADR50$429<0.1%History
TUYATuya Inc.SPONSERED ADS202$426<0.1%History
ICGIntchains Group LtdADS REPSTG CL A226$405<0.1%History
IHiHuman Inc.ADS COMMON191$401<0.1%History
REIRing Energy, Inc.COM444$386<0.1%History
VTYXVentyx Biosciences, Inc.COM40$361<0.1%History
VanEck Vectors ETF Tr92189F767INDIA GRWTH LDR7$338<0.1%–
FORTYFormula Systems (1985) LtdSPONSORED ADS2$335<0.1%History
GOTUGaotu Techedu Inc.SPONSORED ADS140$325<0.1%History