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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
LEVILevi Strauss & CoCL A COM STK693$12.8K<0.1%+124+21.8%AddedHistory
AVTRAvantor, Inc.COM1,639$12.9K<0.1%+705+75.5%AddedHistory
OLNOLIN CorpStock433$12.9K<0.1%+2+0.5%AddedHistory
CBANColony Bankcorp IncCOM645$12.9K<0.1%−17−2.6%ReducedHistory
SCSCScansource, Inc.COM355$12.9K<0.1%−78−18.0%ReducedHistory
AUBNAuburn National Bancorporation, IncCOM540$12.9K<0.1%+270+100.0%AddedHistory
BHRBBurke & Herbert Financial Services Corp.COM207$12.9K<0.1%−74−26.3%ReducedHistory
Vanguard World FD921910733ESG US STK ETF115$12.9K<0.1%00.0%Unchanged–
AHCOAdaptHealth Corp.COMMON STOCK1,086$12.9K<0.1%+508+87.9%AddedHistory
VCVisteon CorpCOM NEW142$12.9K<0.1%+26+22.4%AddedHistory
HUTHut 8 Corp.COM276$12.9K<0.1%+60+27.8%AddedHistory
Invesco Exchange Traded FD T46137V639AI AND NEXT GEN223$12.9K<0.1%00.0%Unchanged–
GBXGreenbrier Companies IncStock246$13.0K<0.1%−25−9.2%ReducedHistory
PVHPVH Corp.COM186$13.0K<0.1%−23−11.0%ReducedHistory
JBLUJetBlue Airways CorpCOM2,939$13.0K<0.1%+800+37.4%AddedHistory
SGSweetgreen, Inc.COM CL A2,510$13.0K<0.1%+2,352+1,488.6%AddedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV100$13.1K<0.1%00.0%Unchanged–
NLOPNet Lease Office PropertiesCOM1,141$13.1K<0.1%+575+101.6%AddedHistory
Fidelity MSCI Energy Index ETF316092402ETF387$13.2K<0.1%+2+0.5%Added–
USLMUnited States Lime & Minerals IncCOM101$13.2K<0.1%−25−19.8%ReducedHistory
DGICADonegal Group IncCL A768$13.2K<0.1%−410−34.8%ReducedHistory
LKFTLakefront Biotherapeutics NVSPON ADR441$13.2K<0.1%+409+1,278.1%AddedHistory
IEPIcahn Enterprises L.P.DEPOSITARY UNIT1,753$13.2K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X848ST STR ACWI ETF362$13.2K<0.1%−130−26.4%Reduced–
HBTHBT Financial, Inc.COM497$13.3K<0.1%−4−0.8%ReducedHistory
Innovator ETFs Tr45782C128GROWTH ACCELRTD401$13.3K<0.1%00.0%Unchanged–
WLYJohn Wiley & Sons, Inc.CL A351$13.4K<0.1%+48+15.8%AddedHistory
CXMSprinklr, Inc.CL A2,231$13.4K<0.1%+1,615+262.2%AddedHistory
PAYOPayoneer Global Inc.COM2,780$13.4K<0.1%+2,272+447.2%AddedHistory
JRSNuveen Real Estate Income FundCOM1,800$13.4K<0.1%00.0%UnchangedHistory
SPDR Series Trust78468R556SP O&G EXPL PRO74$13.5K<0.1%−1,670−95.8%Reduced–
NXDRNextdoor Holdings, Inc.COM CL A9,620$13.5K<0.1%+2,896+43.1%AddedHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,861$13.5K<0.1%+927+99.3%AddedHistory
ADPTAdaptive Biotechnologies CorpCOM976$13.5K<0.1%−1,383−58.6%ReducedHistory
MYRGMyr Group Inc.COM48$13.6K<0.1%+1+2.1%AddedHistory
ATNIATN International, Inc.COM498$13.6K<0.1%+16+3.3%AddedHistory
HNIHni CorpStock406$13.6K<0.1%−130−24.3%ReducedHistory
NMAXNewsmax Inc.Stock2,610$13.6K<0.1%+2,610NewHistory
DAWNDay One Biopharmaceuticals, Inc.Stock637$13.7K<0.1%+265+71.2%AddedHistory
SEZLSezzle Inc.COM216$13.7K<0.1%+179+483.8%AddedHistory
AHRTAH Realty Trust, Inc.COM2,491$13.7K<0.1%+700+39.1%AddedHistory
CORTCorcept Therapeutics IncCOM340$13.7K<0.1%−2,091−86.0%ReducedHistory
ZUMZZumiez IncCOM619$13.7K<0.1%+88+16.6%AddedHistory
MNTNMNTN, Inc.CL A1,559$13.7K<0.1%+1,559NewHistory
TBPHTheravance Biopharma, Inc.COM852$13.8K<0.1%+119+16.2%AddedHistory
VIRVir Biotechnology, Inc.COM1,544$13.8K<0.1%+387+33.4%AddedHistory
TNETTrinet Group, Inc.COM380$13.8K<0.1%+145+61.7%AddedHistory
AVOMission Produce, Inc.COM1,012$13.9K<0.1%−14−1.4%ReducedHistory
OCFCOceanfirst Financial CorpCOM772$13.9K<0.1%+59+8.3%AddedHistory
NWGLCL Workshop Group LtdADS16,584$14.0K<0.1%+15,437+1,345.9%AddedHistory
REZIResideo Technologies, Inc.Stock415$14.0K<0.1%−80−16.2%ReducedHistory
TVGrupo Televisa, S.A.B.SPON ADR REP ORD4,810$14.0K<0.1%−32−0.7%ReducedHistory
WIXWix.com Ltd.SHS156$14.1K<0.1%+32+25.8%AddedHistory
STCStewart Information Services CorpCOM229$14.1K<0.1%+2+0.9%AddedHistory
ALCOAlico, Inc.COM342$14.1K<0.1%+1+0.3%AddedHistory
ANROAlto Neuroscience, Inc.COM SHS628$14.1K<0.1%−33−5.0%ReducedHistory
TRMDTORM plcSHS CL A506$14.1K<0.1%+181+55.7%AddedHistory
MDGLMadrigal Pharmaceuticals, Inc.COM27$14.1K<0.1%+22+440.0%AddedHistory
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW85$14.1K<0.1%+75+750.0%Added–
EVVEaton Vance Ltd Duration Income FundCOM1,500$14.2K<0.1%00.0%UnchangedHistory
State Street SPDR S&P 400 Mid Cap Value ETF78464A839ETF166$14.2K<0.1%+83+100.0%Added–
Invesco Exch Traded FD Tr II46138E784EMRNG MKT SVRG681$14.2K<0.1%−102−13.0%Reduced–
WisdomTree Tr97717X701EUROPE HEDGED EQ272$14.2K<0.1%00.0%Unchanged–
TREELendingTree, Inc.COM332$14.2K<0.1%+89+36.6%AddedHistory
NGNovagold Resources IncCOM NEW1,587$14.3K<0.1%+1,046+193.3%AddedHistory
XRNChiron Real Estate Inc.COM NEW431$14.3K<0.1%+21+5.1%AddedHistory
WTTRSelect Water Solutions, Inc.CL A COM932$14.3K<0.1%+141+17.8%AddedHistory
INTAIntapp, Inc.COM556$14.3K<0.1%+50+9.9%AddedHistory
APLDApplied Digital Corp.COM NEW604$14.3K<0.1%+489+425.2%AddedHistory
FINVFinVolution GroupSPONSORED ADS2,996$14.4K<0.1%+1,919+178.2%AddedHistory
MEIMethode Electronics IncCOM2,601$14.4K<0.1%−450−14.7%ReducedHistory
BMRCBank of Marin BancorpCOM561$14.4K<0.1%−45−7.4%ReducedHistory
ATMUAtmus Filtration Technologies Inc.COM254$14.4K<0.1%+152+149.0%AddedHistory
WEAVWeave Communications, Inc.Stock3,123$14.4K<0.1%+2,653+564.5%AddedHistory
NECBNorthEast Community Bancorp, Inc.COM608$14.5K<0.1%−32−5.0%ReducedHistory
PRDOPerdoceo Education CorpCOM389$14.5K<0.1%−9−2.3%ReducedHistory
SATLSatellogic Inc.COM CL A2,661$14.5K<0.1%+2,651+26,510.0%AddedHistory
NRIMNorthrim Bancorp IncCOM633$14.5K<0.1%+34+5.7%AddedHistory
HLIOHelios Technologies, Inc.COM224$14.5K<0.1%−30−11.8%ReducedHistory
VRTSVirtus Investment Partners, Inc.COM108$14.5K<0.1%−31−22.3%ReducedHistory
LKFNLakeland Financial CorpCOM253$14.5K<0.1%−120−32.2%ReducedHistory
ORCOrchid Island Capital, Inc.COM NEW2,065$14.5K<0.1%+9+0.4%AddedHistory
IDRIdaho Strategic Resources, Inc.COM NEW453$14.6K<0.1%+446+6,371.4%AddedHistory
VNOMViper Energy, Inc.CL A310$14.6K<0.1%+284+1,092.3%AddedHistory
AURAurora Innovation, Inc.CLASS A COM3,537$14.6K<0.1%+2,362+201.0%AddedHistory
OECOrion S.A.COM2,252$14.6K<0.1%+1,080+92.2%AddedHistory
CLBKColumbia Financial, Inc.COM837$14.7K<0.1%+659+370.2%AddedHistory
TIGRUP Fintech Holding LtdSPONSORED ADS2,327$14.7K<0.1%−276−10.6%ReducedHistory
BLKBBlackbaud IncCOM380$14.7K<0.1%−235−38.2%ReducedHistory
PBIPitney Bowes IncCOM1,328$14.7K<0.1%−412−23.7%ReducedHistory
Schwab Strategic Tr8085246985 10YR CORP BD648$14.7K<0.1%00.0%Unchanged–
ELMEElme CommunitiesSH BEN INT7,313$14.7K<0.1%+5,285+260.6%AddedHistory
TWITitan International IncCOM2,130$14.7K<0.1%+117+5.8%AddedHistory
MLKNMillerknoll, Inc.COM1,018$14.7K<0.1%+293+40.4%AddedHistory
RMTRoyce Micro-Cap Trust, Inc.COM1,302$14.7K<0.1%00.0%UnchangedHistory
ADAMAdamas Trust, Inc.COM2,001$14.7K<0.1%−100−4.8%ReducedHistory
GTNGray Media, IncCOM3,405$14.8K<0.1%+173+5.4%AddedHistory
HVTHaverty Furniture Companies IncCOM698$14.8K<0.1%+8+1.2%AddedHistory
Pgim Rock ETF Tr69420N304US LARGE CAP BUF ADDED473$14.8K<0.1%−25−5.0%Reduced–
AGMFederal Agricultural Mortgage CorpCL C100$14.8K<0.1%−55−35.5%ReducedHistory

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