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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
RIGLRigel Pharmaceuticals IncCOM NEW218$5.89K<0.1%+191+707.4%AddedHistory
IRSIrsa Investments & Representations IncGLOBL DEP RCPT364$5.90K<0.1%−4−1.1%ReducedHistory
PGYPagaya Technologies Ltd.CL A NEW507$5.91K<0.1%−63−11.1%ReducedHistory
ULHUniversal Logistics Holdings, Inc.COM280$5.92K<0.1%+210+300.0%AddedHistory
KODKEastman Kodak CoCOM NEW658$5.96K<0.1%+501+319.1%AddedHistory
CIVBCivista Bancshares, Inc.COM NO PAR262$5.97K<0.1%−19−6.8%ReducedHistory
KBRKBR, Inc.COM162$5.97K<0.1%−349−68.3%ReducedHistory
Invesco Exchange Traded FD T46137V605DJ INDL AVG DV100$5.97K<0.1%00.0%Unchanged–
NVGSNavigator Holdings Ltd.SHS310$5.99K<0.1%+51+19.7%AddedHistory
HTLDHeartland Express IncCOM580$6.03K<0.1%+127+28.0%AddedHistory
TRSTrimas CorpCOM NEW168$6.04K<0.1%+26+18.3%AddedHistory
Kraneshares Tr500767645KFA VAL LIN DYNM243$6.05K<0.1%00.0%Unchanged–
FWRDForward Air CorpCOM362$6.05K<0.1%+190+110.5%AddedHistory
CHRSCoherus Oncology, Inc.COM3,580$6.05K<0.1%+1,101+44.4%AddedHistory
MAZEMaze Therapeutics, Inc.COM203$6.06K<0.1%+54+36.2%AddedHistory
PCB Bancorp Com740163100Common Stock270$6.07K<0.1%−13−4.6%Reduced–
BJRIBJs RESTAURANTS INCCOM173$6.07K<0.1%+10+6.1%AddedHistory
DCHDauch CorpCOM1,028$6.10K<0.1%00.0%UnchangedHistory
NSANational Storage Affiliates TrustCOM SHS BEN IN162$6.11K<0.1%+133+458.6%AddedHistory
iShares Tr464288489INTL DEV RE ETF275$6.15K<0.1%00.0%Unchanged–
BCBPBCB Bancorp IncCOM686$6.16K<0.1%−469−40.6%ReducedHistory
Ssga Active Tr78470P309ST STR MARKE ETF145$6.18K<0.1%+1+0.7%Added–
LEGNLegend Biotech CorpSPONSORED ADS343$6.20K<0.1%+13+3.9%AddedHistory
LUNGPulmonx CorpCOM4,825$6.22K<0.1%+3,993+479.9%AddedHistory
iShares Tr464287796U.S. ENERGY ETF96$6.23K<0.1%+27+39.1%Added–
INGNInogen IncCOM1,009$6.24K<0.1%+95+10.4%AddedHistory
BCAXBicara Therapeutics Inc.COM315$6.27K<0.1%+6+1.9%AddedHistory
UNTYUnity Bancorp IncCOM121$6.27K<0.1%+53+77.9%AddedHistory
RWTRedwood Trust IncCOM1,127$6.32K<0.1%+460+69.0%AddedHistory
NXRTNexPoint Residential Trust, Inc.COM253$6.33K<0.1%+48+23.4%AddedHistory
AMRZAmrize LtdSHS113$6.33K<0.1%+84+289.7%AddedHistory
BWMXBetterware de Mexico, S.A.P.I. de C.VSHS376$6.34K<0.1%+188+100.0%AddedHistory
AAOIApplied Optoelectronics, Inc.COM75$6.34K<0.1%+13+21.0%AddedHistory
NVCRNovoCure LtdORD SHS582$6.34K<0.1%+323+124.7%AddedHistory
UMHUmh Properties, Inc.COM440$6.35K<0.1%+47+12.0%AddedHistory
CHYMChime Financial, Inc.COM SHS CL A339$6.35K<0.1%−759−69.1%ReducedHistory
WOOFPetco Health & Wellness Company, Inc.CL A COM2,292$6.37K<0.1%−1,194−34.3%ReducedHistory
SABRSabre CorpCOM4,403$6.38K<0.1%+2,651+151.3%AddedHistory
TGENTecogen Inc.COM NEW2,500$6.40K<0.1%+1,500+150.0%AddedHistory
iShares Tr464288794US BR DEL SE ETF39$6.40K<0.1%00.0%Unchanged–
EOSEEos Energy Enterprises, Inc.COM CL A1,291$6.40K<0.1%+496+62.4%AddedHistory
CCSIConsensus Cloud Solutions, Inc.COM270$6.41K<0.1%−60−18.2%ReducedHistory
THRMGentherm IncCOM231$6.42K<0.1%−38−14.1%ReducedHistory
ONITOnity Group Inc.COM NEW164$6.44K<0.1%−63−27.8%ReducedHistory
UPBDUpbound Group, Inc.COM357$6.44K<0.1%+11+3.2%AddedHistory
Occidental Pete Corp WT Exp 080327674599162Stock151$6.48K<0.1%−25−14.2%Reduced–
PAYSPaysign, Inc.COM1,100$6.49K<0.1%+121+12.4%AddedHistory
PDFSPDF Solutions IncCOM199$6.51K<0.1%00.0%UnchangedHistory
HESMHess Midstream LPCL A SHS168$6.53K<0.1%+46+37.7%AddedHistory
LIFLife360, Inc.COM160$6.53K<0.1%+55+52.4%AddedHistory
PLGOPelagos Insurance Capital LtdCOM342$6.54K<0.1%−688−66.8%ReducedHistory
ONLOrion Properties Inc.REIT3,049$6.55K<0.1%−98−3.1%ReducedHistory
PTLOPortillo's Inc.COM CL A1,240$6.56K<0.1%+844+213.1%AddedHistory
CMRCCommerce.com, Inc.COM SER 12,457$6.56K<0.1%−625−20.3%ReducedHistory
TVTXTravere Therapeutics, Inc.COM221$6.57K<0.1%−10−4.3%ReducedHistory
Alps ETF Tr00162Q452ALERIAN MLP125$6.58K<0.1%00.0%Unchanged–
LGNDLigand Pharmaceuticals IncCOM NEW33$6.59K<0.1%−6−15.4%ReducedHistory
EBSEmergent BioSolutions Inc.COM794$6.59K<0.1%+68+9.4%AddedHistory
LEUCentrus Energy CorpStock38$6.60K<0.1%+5+15.2%AddedHistory
ACCOAcco Brands CorpCOM2,199$6.60K<0.1%−1,156−34.5%ReducedHistory
NATRNatures Sunshine Products IncCOM275$6.60K<0.1%+104+60.8%AddedHistory
STHOStar HoldingsSHS BEN INT878$6.65K<0.1%−34−3.7%ReducedHistory
GDRXGoodRx Holdings, Inc.COM CL A3,393$6.65K<0.1%+2,393+239.3%AddedHistory
CIMChimera Investment CorpCOM SHS531$6.67K<0.1%+250+89.0%AddedHistory
BKVBKV CorpCOM234$6.67K<0.1%+101+75.9%AddedHistory
Nushares ETF Tr67092P805NUVEEN ESG INTL185$6.68K<0.1%00.0%Unchanged–
FATEFate Therapeutics IncCOM5,570$6.68K<0.1%+3,437+161.1%AddedHistory
GENIGenius Sports LtdSHARES CL A1,509$6.68K<0.1%+1,509NewHistory
SMBCSouthern Missouri Bancorp, Inc.COM105$6.71K<0.1%+44+72.1%AddedHistory
KWKennedy-Wilson Holdings, Inc.COM623$6.74K<0.1%+273+78.0%AddedHistory
PPTAPerpetua Resources Corp.COM240$6.75K<0.1%+5+2.1%AddedHistory
TRUPTrupanion, Inc.COM265$6.79K<0.1%−35−11.7%ReducedHistory
PLURPluri Inc.COM2,000$6.79K<0.1%00.0%UnchangedHistory
SENEASeneca Foods CorpCL A45$6.80K<0.1%−156−77.6%ReducedHistory
TDUPThredUp Inc.CL A2,080$6.82K<0.1%+1,465+238.2%AddedHistory
NNNNAnbio BiotechnologySHS CL A266$6.83K<0.1%+266NewHistory
GICGlobal Industrial CoCOM217$6.84K<0.1%+23+11.9%AddedHistory
RCUSArcus Biosciences, Inc.COM317$6.85K<0.1%−120−27.5%ReducedHistory
IFSIntercorp Financial Services Inc.SHS137$6.88K<0.1%+93+211.4%AddedHistory
BCCBoise Cascade CoCOM91$6.90K<0.1%−57−38.5%ReducedHistory
Ea Series Trust02072L607FREEDOM 100 EM127$6.94K<0.1%+97+323.3%Added–
Invesco Exch Traded FD Tr II46138E263S&P GBL WATER109$6.95K<0.1%00.0%Unchanged–
PRMEPrime Medicine, Inc.COM2,000$6.96K<0.1%+238+13.5%AddedHistory
OSPNOneSpan Inc.COM666$7.01K<0.1%+329+97.6%AddedHistory
Legg Mason ETF Invt52468L406FRANKLIN US LOW165$7.02K<0.1%00.0%Unchanged–
CECOCeco Environmental CorpCOM118$7.03K<0.1%+16+15.7%AddedHistory
CRTOCriteo S.A.SPONS ADS393$7.05K<0.1%+28+7.7%AddedHistory
ITRIItron, Inc.COM79$7.08K<0.1%−62−44.0%ReducedHistory
MCSMarcus CorpCOM413$7.09K<0.1%−77−15.7%ReducedHistory
ROCKGibraltar Industries, Inc.COM178$7.10K<0.1%+15+9.2%AddedHistory
ALDXAldeyra Therapeutics, Inc.COM4,216$7.13K<0.1%−413−8.9%ReducedHistory
Fidelity Covington Trust316092352BLUE CHIP GRWTH143$7.17K<0.1%+143New–
Invesco Actively Managed Exc46090A101ACTIVE US REAL78$7.18K<0.1%+1+1.3%Added–
CLSKCleanspark, Inc.COM NEW844$7.18K<0.1%−9−1.1%ReducedHistory
BBARBanco BBVA Argentina S.A.SPONSORED ADS448$7.20K<0.1%−33−6.9%ReducedHistory
Innovator ETFs Trust45782C557US EQTY BUF DEC150$7.20K<0.1%00.0%Unchanged–
CTOSCustom Truck One Source, Inc.COM CL A1,098$7.21K<0.1%+561+104.5%AddedHistory
VCYTVeracyte, Inc.COM224$7.21K<0.1%+77+52.4%AddedHistory
BOCBoston Omaha CorpStock618$7.22K<0.1%+10+1.6%AddedHistory
IOVAIovance Biotherapeutics, Inc.COM2,058$7.22K<0.1%+1,526+286.8%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