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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
CERSCerus CorpCOM5,788$10.5K<0.1%+499+9.4%AddedHistory
State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391ETF511$10.5K<0.1%+497+3,550.0%Added–
VPVInvesco Pennsylvania Value Municipal Income TrustCOM1,000$10.6K<0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524581GOVERNMENT MONEY105$10.6K<0.1%+105New–
CTRNCiti Trends IncCOM245$10.6K<0.1%+68+38.4%AddedHistory
UUPInvesco DB US Dollar Index Bullish FundBULLISH FD384$10.7K<0.1%−7,479−95.1%ReducedHistory
ACVAACV Auctions Inc.COM CL A2,517$10.7K<0.1%+89+3.7%AddedHistory
FIGSFIGS, Inc.CL A723$10.7K<0.1%+19+2.7%AddedHistory
URGNUroGen Pharma Ltd.COM596$10.7K<0.1%+12+2.1%AddedHistory
ProShares Tr74347R206PSHS ULTRA QQQ176$10.8K<0.1%+24+15.8%Added–
UDMYUdemy, Inc.COM2,328$10.8K<0.1%+2,024+665.8%AddedHistory
GDENNew Royal Holdco I Inc.COM403$10.8K<0.1%00.0%UnchangedHistory
CLBCore Laboratories Inc.COM642$10.8K<0.1%−251−28.1%ReducedHistory
VNDAVanda Pharmaceuticals Inc.COM1,560$10.8K<0.1%+516+49.4%AddedHistory
EZPWEzcorp IncCL A NON VTG425$10.8K<0.1%+304+251.2%AddedHistory
SEMSelect Medical Holdings CorpCOM664$10.8K<0.1%−188−22.1%ReducedHistory
WisdomTree Tr97717W802ITL HIGH DIV FD200$10.8K<0.1%00.0%Unchanged–
ITICInvestors Title CoCOM50$10.9K<0.1%−1−2.0%ReducedHistory
OFIXOrthofix Medical Inc.COM952$10.9K<0.1%−123−11.4%ReducedHistory
CSANCosan S.A.ADS2,651$10.9K<0.1%+970+57.7%AddedHistory
HTZHertz Global Holdings, IncCOM NEW2,370$10.9K<0.1%−9,727−80.4%ReducedHistory
CRNCCerence Inc.COM1,733$10.9K<0.1%+1,584+1,063.1%AddedHistory
HRIHerc Holdings IncCOM110$11.0K<0.1%−48−30.4%ReducedHistory
GRNDGrindr Inc.COM912$11.0K<0.1%+536+142.6%AddedHistory
KOSKosmos Energy Ltd.COM3,980$11.1K<0.1%+3,980NewHistory
CPRXCatalyst Pharmaceuticals, Inc.COM447$11.1K<0.1%+192+75.3%AddedHistory
USOUnited States Oil Fund, LPUNITS87$11.1K<0.1%00.0%UnchangedHistory
BLMNBloomin' Brands, Inc.COM2,052$11.1K<0.1%+1,949+1,892.2%AddedHistory
SPDR Series Trust78464A607ST STR DOW REIT110$11.1K<0.1%00.0%Unchanged–
PGCPeapack Gladstone Financial CorpCOM316$11.1K<0.1%+89+39.2%AddedHistory
Two Harbors Investment Corp.90187B804COM975$11.1K<0.1%+369+60.9%Added–
HOGHarley-Davidson, Inc.COM552$11.2K<0.1%+383+226.6%AddedHistory
EVEREverQuote, Inc.COM CL A724$11.2K<0.1%−82−10.2%ReducedHistory
CRAICra International, Inc.COM69$11.2K<0.1%−17−19.8%ReducedHistory
FOURShift4 Payments, Inc.CL A256$11.2K<0.1%+154+151.0%AddedHistory
ODDOddity Tech LtdSHS CL A837$11.2K<0.1%+603+257.7%AddedHistory
ICFIICF International, Inc.Stock172$11.2K<0.1%−120−41.1%ReducedHistory
INGMIngram Micro Holding CorpCOM482$11.2K<0.1%+230+91.3%AddedHistory
CARECarter Bankshares, Inc.COM NEW482$11.2K<0.1%−31−6.0%ReducedHistory
BOOTBoot Barn Holdings, Inc.COM77$11.3K<0.1%−29−27.4%ReducedHistory
CUBICustomers Bancorp, Inc.COM163$11.3K<0.1%+62+61.4%AddedHistory
FDBCFidelity D & D Bancorp IncCOM263$11.4K<0.1%+5+1.9%AddedHistory
LQDALiquidia CorpCOM NEW302$11.4K<0.1%+5+1.7%AddedHistory
EBFEnnis, Inc.COM536$11.5K<0.1%+23+4.5%AddedHistory
BNY Mellon ETF Trust09661T107US LRG CP CORE92$11.5K<0.1%−195−67.9%Reduced–
BBNXBeta Bionics, Inc.COM1,151$11.5K<0.1%−1,352−54.0%ReducedHistory
iShares Tr46435G326CORE MSCI INTL138$11.5K<0.1%−3−2.1%Reduced–
DBDDiebold Nixdorf, IncCOM SHS153$11.5K<0.1%+86+128.4%AddedHistory
CSRCenterspaceCOM201$11.5K<0.1%−15−6.9%ReducedHistory
OKLOOklo Inc.COM CL A233$11.6K<0.1%−361−60.8%ReducedHistory
NEWTNewtekOne, Inc.COM NEW1,057$11.6K<0.1%−6−0.6%ReducedHistory
GBDCGolub Capital BDC, Inc.COM916$11.6K<0.1%+22+2.5%AddedHistory
iShares Inc464286632MSCI ISRAEL ETF100$11.6K<0.1%00.0%Unchanged–
CPACCementos Pacasmayo SaaSPONSORED ADR1,163$11.6K<0.1%−858−42.5%ReducedHistory
Innovator ETFs Trust45782C532US EQTY ULTRA B300$11.7K<0.1%00.0%Unchanged–
MAXMediaAlpha, Inc.CL A1,261$11.7K<0.1%−784−38.3%ReducedHistory
SGHCSuper Group (SGHC) LtdORD SHS1,087$11.7K<0.1%−661−37.8%ReducedHistory
State Street SPDR S&P Semiconductor ETF78464A862ETF36$11.7K<0.1%−5−12.2%Reduced–
RIOTRiot Platforms, Inc.COM952$11.8K<0.1%+401+72.8%AddedHistory
PUMPProPetro Holding Corp.COM819$11.8K<0.1%+20+2.5%AddedHistory
HRMYHarmony Biosciences Holdings, Inc.COM422$11.8K<0.1%−330−43.9%ReducedHistory
CLFCleveland-Cliffs Inc.COM1,407$11.9K<0.1%+148+11.8%AddedHistory
IMVTImmunovant, Inc.COM479$11.9K<0.1%+192+66.9%AddedHistory
BGSB&G Foods, Inc.COM2,476$11.9K<0.1%−153−5.8%ReducedHistory
SPBSpectrum Brands Holdings, Inc.COM162$11.9K<0.1%+26+19.1%AddedHistory
Flexshares Tr33939L779DISCP DUR MBS579$12.0K<0.1%00.0%Unchanged–
PLUGPlug Power IncStock5,313$12.0K<0.1%+3,135+143.9%AddedHistory
APPNAppian CorpCL A500$12.1K<0.1%−643−56.3%ReducedHistory
KNTKKinetik Holdings Inc.COM NEW CL A249$12.1K<0.1%+141+130.6%AddedHistory
ENICEnel Chile S.A.SPONSORED ADR3,061$12.1K<0.1%+1,889+161.2%AddedHistory
CNNECannae Holdings, Inc.COM1,062$12.1K<0.1%+442+71.3%AddedHistory
URBNUrban Outfitters IncCOM191$12.1K<0.1%−24−11.2%ReducedHistory
VSXYVictoria's Secret & Co.COMMON STOCK261$12.1K<0.1%+85+48.3%AddedHistory
Dimensional ETF Trust25434V203INTL CORE EQT MK311$12.1K<0.1%+181+139.2%Added–
LADRLadder Capital CorpCL A1,240$12.1K<0.1%−299−19.4%ReducedHistory
FSBWFS Bancorp, Inc.COM314$12.1K<0.1%+1+0.3%AddedHistory
CRSRCorsair Gaming, Inc.COM2,191$12.2K<0.1%+1,797+456.1%AddedHistory
FLYWFlywire CorpCOM VTG1,046$12.2K<0.1%−138−11.7%ReducedHistory
ECEcopetrol S.A.SPONSORED ADS814$12.2K<0.1%−920−53.1%ReducedHistory
OBTOrange County Bancorp, Inc.COM382$12.2K<0.1%+8+2.1%AddedHistory
ROGRogers CorpCOM114$12.2K<0.1%−15−11.6%ReducedHistory
Northern LTS FD Tr IV66538H179MAIN BUYWRITE870$12.3K<0.1%+425+95.5%Added–
SLGSL Green Realty CorpCOM333$12.3K<0.1%−174−34.3%ReducedHistory
VRRMVerra Mobility CorpCL A COM STK861$12.3K<0.1%−678−44.1%ReducedHistory
OMDAOmada Health, Inc.COM981$12.3K<0.1%+981NewHistory
MNROMonro, Inc.COM769$12.3K<0.1%+191+33.0%AddedHistory
ACDCProFrac Holding Corp.CLASS A COM1,989$12.3K<0.1%+377+23.4%AddedHistory
UHTUniversal Health Realty Income TrustSH BEN INT305$12.3K<0.1%+28+10.1%AddedHistory
BSRRSierra BancorpCOM364$12.3K<0.1%+6+1.7%AddedHistory
GOODGladstone Commercial CorpCOM1,082$12.4K<0.1%+277+34.4%AddedHistory
NAVINavient CorpCOM1,513$12.4K<0.1%+219+16.9%AddedHistory
LBTYKLiberty Global Ltd.COM CL C1,060$12.4K<0.1%−419−28.3%ReducedHistory
CVGWCalavo Growers IncCOM483$12.5K<0.1%−95−16.4%ReducedHistory
TBBKBancorp, Inc.COM232$12.5K<0.1%+21+10.0%AddedHistory
RPAYRepay Holdings CorpCOM CL A4,807$12.5K<0.1%−2,653−35.6%ReducedHistory
RVLVRevolve Group, Inc.CL A554$12.5K<0.1%−86−13.4%ReducedHistory
Innovator ETFs Trust45782C417US EQTY PWR BUF316$12.7K<0.1%00.0%Unchanged–
SHLSShoals Technologies Group, Inc.CL A1,926$12.7K<0.1%−294−13.2%ReducedHistory
Vanguard S&P 500 Value ETF921932703ETF62$12.7K<0.1%−68−52.3%Reduced–
OUSTOuster, Inc.COM NEW696$12.8K<0.1%+75+12.1%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