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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
SOCSable Offshore Corp.COM SHS232$3.83K<0.1%+134+136.7%AddedHistory
ZIPZiprecruiter, Inc.CL A2,086$3.84K<0.1%+673+47.6%AddedHistory
AVXLAnavex Life Sciences Corp.COM NEW1,253$3.85K<0.1%+1,253NewHistory
SPFISouth Plains Financial, Inc.COM92$3.85K<0.1%−20−17.9%ReducedHistory
First Tr Exchange Trad FD VI33739H101FST TR GLB FD135$3.86K<0.1%+2+1.5%Added–
CBLLCeribell, Inc.COM211$3.87K<0.1%+109+106.9%AddedHistory
TGLSTecnoglass Holdings Inc.ORD SHS87$3.87K<0.1%−68−43.9%ReducedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF41$3.88K<0.1%−1,196−96.7%Reduced–
CCOClear Channel Outdoor Holdings, Inc.COM1,641$3.89K<0.1%+107+7.0%AddedHistory
FRHCFreedom Holding Corp.COM27$3.91K<0.1%+2+8.0%AddedHistory
UTZUtz Brands, Inc.COM CL A495$3.92K<0.1%+336+211.3%AddedHistory
PINEAlpine Income Property Trust, Inc.COM218$3.92K<0.1%+63+40.6%AddedHistory
MITKMitek Systems IncCOM NEW291$3.93K<0.1%+122+72.2%AddedHistory
SILASila Realty Trust, Inc.COMMON STOCK166$3.93K<0.1%+150+937.5%AddedHistory
UISUnisys CorpCOM NEW1,901$3.93K<0.1%+803+73.1%AddedHistory
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT122$3.94K<0.1%+100+454.5%AddedHistory
OLPXOlaplex Holdings, Inc.COM1,939$3.94K<0.1%+1,342+224.8%AddedHistory
SITCSITE Centers Corp.COM730$3.94K<0.1%+2+0.3%AddedHistory
ELVRElevra Lithium LtdSPONSORED ADS67$3.95K<0.1%−25−27.2%ReducedHistory
ORBSEightco Holdings Inc.COM4,244$3.96K<0.1%+4,244NewHistory
DSGRDistribution Solutions Group, Inc.COM151$3.96K<0.1%+50+49.5%AddedHistory
WisdomTree Tr97717X784WSDM EMKTBD FD61$3.96K<0.1%+1+1.7%Added–
ZNTLZentalis Pharmaceuticals, Inc.COM1,699$3.98K<0.1%+55+3.3%AddedHistory
SYRESpyre Therapeutics, Inc.COM NEW79$3.98K<0.1%+14+21.5%AddedHistory
CWHCamping World Holdings, Inc.CL A585$4.00K<0.1%+562+2,443.5%AddedHistory
STGWStagwell IncCOM CL A638$4.01K<0.1%−475−42.7%ReducedHistory
ENVXEnovix CorpCOM777$4.03K<0.1%+510+191.0%AddedHistory
OPKOpko Health, Inc.COM3,534$4.03K<0.1%−2,091−37.2%ReducedHistory
OMOutset Medical, Inc.COM NEW1,051$4.04K<0.1%+801+320.4%AddedHistory
PANLPangaea Logistics Solutions Ltd.SHS574$4.06K<0.1%−90−13.6%ReducedHistory
KRTKarat Packaging Inc.COM146$4.08K<0.1%+79+117.9%AddedHistory
ACHRArcher Aviation Inc.Stock790$4.08K<0.1%+576+269.2%AddedHistory
FEDUFour Seasons Education (Cayman) Inc.ADR382$4.09K<0.1%−1,267−76.8%ReducedHistory
BKKTBakkt, Inc.COM CL A NEW558$4.11K<0.1%+558NewHistory
iShares Tr46434V886HDG MSCI JAPAN73$4.11K<0.1%+73New–
SLPSimulations Plus, Inc.COM348$4.11K<0.1%+279+404.3%AddedHistory
EGYVaalco Energy IncCOM NEW649$4.11K<0.1%−14−2.1%ReducedHistory
FRMIFermi Inc.COM706$4.12K<0.1%−803−53.2%ReducedHistory
LUNRIntuitive Machines, Inc.CLASS A COM223$4.14K<0.1%+126+129.9%AddedHistory
ANGIAngi Inc.CL A NEW605$4.14K<0.1%+571+1,679.4%AddedHistory
CLVTClarivate PLCORD SHS1,639$4.15K<0.1%+1,184+260.2%AddedHistory
OPTUOptimum Communications, Inc.CL A3,208$4.17K<0.1%+2,023+170.7%AddedHistory
WKWorkiva IncCOM CL A70$4.17K<0.1%−866−92.5%ReducedHistory
BTQBTQ Technologies Corp.COM1,575$4.21K<0.1%00.0%UnchangedHistory
QSIQuantum-Si IncCOM CL A5,455$4.22K<0.1%+5,028+1,177.5%AddedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF57$4.24K<0.1%00.0%Unchanged–
WSCWillScot Holdings CorpCOM CL A247$4.29K<0.1%+80+47.9%AddedHistory
SAFESafehold Inc.COM317$4.29K<0.1%−3−0.9%ReducedHistory
Innovator ETFs Trust45784N528EQUITY DUAL DIRE200$4.29K<0.1%00.0%Unchanged–
KRROKorro Bio, Inc.COM379$4.29K<0.1%+379NewHistory
ILPTIndustrial Logistics Properties TrustCOM SHS BEN INT756$4.29K<0.1%+51+7.2%AddedHistory
KLARKlarna Group plcStock329$4.31K<0.1%+61+22.8%AddedHistory
FLNAFilana Therapeutics, Inc.COM2,559$4.32K<0.1%−551−17.7%ReducedHistory
LANDGladstone Land CorpCOM424$4.33K<0.1%+213+100.9%AddedHistory
ABSIAbsci CorpCOM1,449$4.35K<0.1%+1,245+610.3%AddedHistory
Elevation Series Trust210322731OPAL DIVID INCOM117$4.36K<0.1%00.0%Unchanged–
LIONLionsgate Studios Corp.COM455$4.36K<0.1%+68+17.6%AddedHistory
NEONeogenomics IncCOM NEW592$4.39K<0.1%+266+81.6%AddedHistory
ProShares Tr74348A467S&P 500 DV ARIST41$4.39K<0.1%+41New–
RDWRedwire CorpStock517$4.40K<0.1%+506+4,600.0%AddedHistory
LQDTLiquidity Services IncCOM144$4.40K<0.1%−1−0.7%ReducedHistory
APPSDigital Turbine, Inc.COM NEW1,537$4.43K<0.1%−541−26.0%ReducedHistory
LPROOpen Lending CorpCOM3,547$4.43K<0.1%−84−2.3%ReducedHistory
SVVSavers Value Village, Inc.COM596$4.43K<0.1%+185+45.0%AddedHistory
HOVHovnanian Enterprises IncCL A NEW40$4.44K<0.1%+2+5.3%AddedHistory
IMXIInternational Money Express, Inc.COM281$4.44K<0.1%+226+410.9%AddedHistory
BTBTBit Digital, IncSHS3,404$4.46K<0.1%+3,404NewHistory
CALCaleres IncCOM424$4.47K<0.1%+118+38.6%AddedHistory
HLITHarmonic Inc.COM498$4.47K<0.1%−658−56.9%ReducedHistory
XENEXenon Pharmaceuticals Inc.COM77$4.48K<0.1%−135−63.7%ReducedHistory
AIOTPowerfleet, Inc.COM1,455$4.48K<0.1%+859+144.1%AddedHistory
IPIIntrepid Potash, Inc.COM105$4.49K<0.1%−73−41.0%ReducedHistory
INBKFirst Internet BancorpCOM222$4.52K<0.1%+38+20.7%AddedHistory
IDYAIDEAYA Biosciences, Inc.COM136$4.53K<0.1%−140−50.7%ReducedHistory
AIRSAirsculpt Technologies, Inc.COM1,601$4.53K<0.1%+905+130.0%AddedHistory
BBBLACKBERRY LtdCOM1,401$4.54K<0.1%+487+53.3%AddedHistory
IRONDisc Medicine, Inc.COM71$4.54K<0.1%+4+6.0%AddedHistory
J P Morgan Exchange Traded F46641Q670CORE PLUS BD ETF97$4.58K<0.1%+97New–
IHRTiHeartMedia, Inc.COM CL A1,571$4.59K<0.1%−57−3.5%ReducedHistory
WGOWinnebago Industries IncCOM148$4.59K<0.1%+70+89.7%AddedHistory
LXEOLexeo Therapeutics, Inc.COM801$4.60K<0.1%+70+9.6%AddedHistory
RAPPRapport Therapeutics, Inc.COM147$4.60K<0.1%+32+27.8%AddedHistory
FWONALiberty Media CorpCOM LBTY ONE S A59$4.61K<0.1%+36+156.5%AddedHistory
NFENew Fortress Energy Inc.COM CL A7,848$4.63K<0.1%+7,714+5,756.7%AddedHistory
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF50$4.64K<0.1%00.0%Unchanged–
GHMGraham CorpCOM59$4.66K<0.1%+6+11.3%AddedHistory
IMKTAIngles Markets IncCL A52$4.67K<0.1%+11+26.8%AddedHistory
NKTXNkarta, Inc.COM2,217$4.68K<0.1%+755+51.6%AddedHistory
HYHyster-Yale, Inc.CL A144$4.68K<0.1%+75+108.7%AddedHistory
KSSKOHLS CorpStock363$4.68K<0.1%−423−53.8%ReducedHistory
ANIPAni Pharmaceuticals IncCOM61$4.69K<0.1%00.0%UnchangedHistory
BLBlackline, Inc.COM127$4.70K<0.1%+39+44.3%AddedHistory
WINAWinmark CorpCOM11$4.70K<0.1%+1+10.0%AddedHistory
UAAUnder Armour, Inc.Stock799$4.72K<0.1%+701+715.3%AddedHistory
COE51Talk Online Education GroupSPONSORED ADR238$4.74K<0.1%−84−26.1%ReducedHistory
Smart SH Global Ltd ADS83193E102ADR4,207$4.75K<0.1%+4,207New–
TBCHTurtle Beach CorpCOM NEW469$4.76K<0.1%−30−6.0%ReducedHistory
BXCBlueLinx Holdings Inc.COM NEW88$4.77K<0.1%+3+3.5%AddedHistory
ROADConstruction Partners, Inc.COM CL A43$4.78K<0.1%+4+10.3%AddedHistory
WNEBWestern New England Bancorp, Inc.COM371$4.80K<0.1%+1+0.3%AddedHistory

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