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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
HWKNHawkins IncCOM57$8.76K<0.1%+29+103.6%AddedHistory
MBUUMalibu Boats, Inc.COM CL A339$8.79K<0.1%+2+0.6%AddedHistory
HQHorizon Quantum Holdings Ltd.CL A ORD SHS1,000$8.79K<0.1%+1,000NewHistory
iShares Tr46432F875MRNGSTR INC ETF406$8.82K<0.1%00.0%Unchanged–
BHRBraemar Hotels & Resorts Inc.COM3,744$8.84K<0.1%+191+5.4%AddedHistory
INRInfinity Natural Resources, Inc.COM CL A502$8.84K<0.1%+7+1.4%AddedHistory
SMTCSemtech CorpStock115$8.84K<0.1%+37+47.4%AddedHistory
ALRMAlarm.com Holdings, Inc.COM205$8.86K<0.1%+15+7.9%AddedHistory
XHRXenia Hotels & Resorts, Inc.COM599$8.88K<0.1%+261+77.2%AddedHistory
RXSTRxSight, Inc.COM1,443$8.89K<0.1%+1,312+1,001.5%AddedHistory
NTLAIntellia Therapeutics, Inc.COM694$8.90K<0.1%+390+128.3%AddedHistory
Goldman Sachs ETF Tr381430453ACCESS HIG YLD200$8.91K<0.1%00.0%Unchanged–
HIMSHims & Hers Health, Inc.Stock430$8.93K<0.1%−182−29.7%ReducedHistory
MQMarqeta, Inc.CLASS A COM2,191$8.94K<0.1%+1,507+220.3%AddedHistory
ACLXArcellx, Inc.COMMON STOCK78$8.95K<0.1%−32−29.1%ReducedHistory
DAOYoudao, Inc.SPONSORED ADS912$8.96K<0.1%−1−0.1%ReducedHistory
VEONVEON Ltd.SPONSORED ADS194$8.98K<0.1%+21+12.1%AddedHistory
iShares Tr464289446RUS TOP 200 ETF56$8.99K<0.1%00.0%Unchanged–
CZFSCitizens Financial Services IncCOM147$8.99K<0.1%−62−29.7%ReducedHistory
Nushares ETF Tr67092P201NUVEEN ESG LRGCP99$9.00K<0.1%00.0%Unchanged–
RDZNRoadzen Inc.ORD SHS7,510$9.01K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust316092618ENHA HIGH YI ETF186$9.04K<0.1%+3+1.6%Added–
RXRXRecursion Pharmaceuticals, Inc.CL A2,946$9.04K<0.1%+141+5.0%AddedHistory
AXICYAXIA Energia S.A.SPON ADS PF CL C829$9.05K<0.1%+98+13.4%AddedHistory
JLSNuveen Mortgage & Income FundCOM500$9.06K<0.1%00.0%UnchangedHistory
PRGPROG Holdings, Inc.Stock317$9.09K<0.1%+116+57.7%AddedHistory
MGNIMagnite, Inc.COM766$9.10K<0.1%+382+99.5%AddedHistory
BVSBioventus Inc.COM CL A998$9.11K<0.1%+674+208.0%AddedHistory
ASIXAdvanSix Inc.COM376$9.17K<0.1%+242+180.6%AddedHistory
CALXCalix, IncCOM188$9.21K<0.1%+45+31.5%AddedHistory
Nushares ETF Tr67092P870NUVEEN ESG US415$9.22K<0.1%00.0%Unchanged–
PHARPharming Group N.V.SPON ADS557$9.27K<0.1%−347−38.4%ReducedHistory
CTOCTO Realty Growth, Inc.COM504$9.32K<0.1%−20−3.8%ReducedHistory
AKO.BAndina Bottling Co IncSPON ADR B370$9.33K<0.1%+57+18.2%AddedHistory
NCZVirtus Convertible & Income Fund IICOM NEW700$9.39K<0.1%00.0%UnchangedHistory
XERSXeris Biopharma Holdings, Inc.COM1,620$9.39K<0.1%−1,198−42.5%ReducedHistory
IIINInsteel Industries IncCOM280$9.41K<0.1%+58+26.1%AddedHistory
ALKTAlkami Technology, Inc.Stock602$9.43K<0.1%−777−56.3%ReducedHistory
FMBHFirst Mid Bancshares, Inc.COM230$9.47K<0.1%+13+6.0%AddedHistory
First Tr Exchng Traded FD VI33740F698FT VEST US EQT203$9.49K<0.1%+203New–
CURBCurbline Properties Corp.COM368$9.49K<0.1%+203+123.0%AddedHistory
IBEXIBEX LtdSHS NEW354$9.49K<0.1%−38−9.7%ReducedHistory
SASeabridge Gold IncCOM336$9.52K<0.1%+239+246.4%AddedHistory
GCTGigaCloud Technology IncStock210$9.53K<0.1%+1+0.5%AddedHistory
GCMGGCM Grosvenor Inc.COM CL A977$9.57K<0.1%+343+54.1%AddedHistory
BCRXBiocryst Pharmaceuticals IncCOM1,006$9.58K<0.1%+442+78.4%AddedHistory
LOBLive Oak Bancshares, Inc.COM290$9.59K<0.1%+228+367.7%AddedHistory
iShares Tr464287812US CONSM STAPLES137$9.59K<0.1%+137New–
ARTNAArtesian Resources CorpCL A303$9.65K<0.1%+32+11.8%AddedHistory
ADAGAdagene Inc.ADS2,473$9.69K<0.1%−5−0.2%ReducedHistory
RMAXRE/MAX Holdings, Inc.CL A1,684$9.70K<0.1%+97+6.1%AddedHistory
Tidal Tr II88636V728NICHOLAS CRYPTO750$9.71K<0.1%+750New–
HPPHudson Pacific Properties, Inc.COM1,646$9.73K<0.1%+1,631+10,873.3%AddedHistory
PENGPenguin Solutions, Inc.Stock553$9.73K<0.1%+18+3.4%AddedHistory
SANASana Biotechnology, Inc.COM3,385$9.75K<0.1%−17−0.5%ReducedHistory
BBWBuild-A-Bear Workshop IncCOM261$9.78K<0.1%−51−16.3%ReducedHistory
GOLDGold.com, Inc.COM245$9.82K<0.1%+37+17.8%AddedHistory
ARCBArcbest CorpCOM100$9.84K<0.1%−27−21.3%ReducedHistory
LZLegalzoom.com, Inc.COM1,736$9.84K<0.1%−3,443−66.5%ReducedHistory
COHUCohu IncCOM322$9.86K<0.1%−153−32.2%ReducedHistory
AMPLAmplitude, Inc.Stock1,448$9.88K<0.1%−491−25.3%ReducedHistory
WNCWabash National CorpCOM1,148$9.90K<0.1%−38−3.2%ReducedHistory
BFSSaul Centers, Inc.COM304$9.90K<0.1%00.0%UnchangedHistory
LNDBrasilAgro - Brazilian Agricultural Real Estate CoSPONSORED ADR2,349$9.94K<0.1%−1,821−43.7%ReducedHistory
UVEUniversal Insurance Holdings, Inc.COM292$9.97K<0.1%+32+12.3%AddedHistory
LMNDLemonade, Inc.Stock160$10.0K<0.1%+24+17.6%AddedHistory
CWCOConsolidated Water Co. Ltd.ORD303$10.0K<0.1%+9+3.1%AddedHistory
VSHVishay Intertechnology IncCOM558$10.0K<0.1%+239+74.9%AddedHistory
AIC3.ai, Inc.Stock1,195$10.1K<0.1%+909+317.8%AddedHistory
SLNOSoleno Therapeutics IncCOM301$10.1K<0.1%+192+176.1%AddedHistory
TNCTennant CoCOM152$10.1K<0.1%+56+58.3%AddedHistory
Invesco Exch Traded FD Tr II46138E107EQUAL WEGT 0-30372$10.1K<0.1%+372New–
VITLVital Farms, Inc.COM719$10.2K<0.1%+270+60.1%AddedHistory
PTONPeloton Interactive, Inc.CL A COM2,368$10.2K<0.1%+1,268+115.3%AddedHistory
ENPHEnphase Energy, Inc.Stock269$10.2K<0.1%+72+36.5%AddedHistory
RXORXO, Inc.COMMON STOCK696$10.2K<0.1%+325+87.6%AddedHistory
UTIUniversal Technical Institute IncCOM282$10.2K<0.1%−61−17.8%ReducedHistory
LTCLTC Properties IncREIT274$10.2K<0.1%+16+6.2%AddedHistory
AUGOAura Minerals Inc.SHS125$10.2K<0.1%+19+17.9%AddedHistory
BWBBridgewater Bancshares IncCOM577$10.2K<0.1%−127−18.0%ReducedHistory
VanEck Vectors ETF Tr92189F635ISRAEL ETF169$10.2K<0.1%00.0%Unchanged–
WINGWingstop Inc.COM66$10.2K<0.1%+27+69.2%AddedHistory
ALGAlamo Group IncCOM62$10.2K<0.1%+9+17.0%AddedHistory
APOGApogee Enterprises, Inc.COM305$10.2K<0.1%+39+14.7%AddedHistory
GRNTGranite Ridge Resources, Inc.COM1,743$10.2K<0.1%−562−24.4%ReducedHistory
RMRRMR Group Inc.CL A662$10.2K<0.1%−21−3.1%ReducedHistory
RRGBRed Robin Gourmet Burgers IncCOM3,500$10.3K<0.1%+3,000+600.0%AddedHistory
ABRArbor Realty Trust IncCOM1,332$10.3K<0.1%+882+196.0%AddedHistory
UNITUniti Group Inc.COM1,096$10.3K<0.1%+385+54.1%AddedHistory
iShares Tr46435U796SYSTEMATIC BD ET116$10.3K<0.1%−79−40.5%Reduced–
VSTSVestis CorpCOM SHS1,314$10.3K<0.1%+469+55.5%AddedHistory
MLABMesa Laboratories IncCOM117$10.3K<0.1%+93+387.5%AddedHistory
ALXAlexanders IncCOM44$10.4K<0.1%−3−6.4%ReducedHistory
PCRXPacira BioSciences, Inc.COM460$10.4K<0.1%+96+26.4%AddedHistory
OSWOnespaworld Holdings LtdCOM455$10.4K<0.1%−230−33.6%ReducedHistory
EWCZEuropean Wax Center, Inc.CLASS A COM1,809$10.5K<0.1%+451+33.2%AddedHistory
HTFLHeartflow, Inc.COM431$10.5K<0.1%+431NewHistory
FUNSix Flags Entertainment CorporationCOM591$10.5K<0.1%+321+118.9%AddedHistory
CRMLCritical Metals Corp.PUBCO ORD SHS1,322$10.5K<0.1%−278−17.4%ReducedHistory
WTBAWest Bancorporation IncCAP STK442$10.5K<0.1%+14+3.3%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