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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
RYANRyan Specialty Holdings, Inc.CL A441$14.9K<0.1%+393+818.8%AddedHistory
CAKECheesecake Factory IncCOM272$14.9K<0.1%+4+1.5%AddedHistory
PLUSEplus IncCOM198$14.9K<0.1%−56−22.0%ReducedHistory
Pacer FDS Tr69374H311NASD IN PATE ETF525$14.9K<0.1%00.0%Unchanged–
iShares Tr464287192US TRSPRTION200$14.9K<0.1%00.0%Unchanged–
RNGRingCentral, Inc.CL A402$14.9K<0.1%−610−60.3%ReducedHistory
MGRCMcGrath RentcorpCOM136$15.0K<0.1%−5−3.5%ReducedHistory
CYRXCryoport, Inc.COM PAR $0.0011,825$15.1K<0.1%+125+7.4%AddedHistory
SONOSonos IncCOM1,128$15.1K<0.1%−359−24.1%ReducedHistory
Vanguard World FD921910873MEGA CAP INDEX64$15.1K<0.1%+32+100.0%Added–
NIUNiu TechnologiesADS5,236$15.1K<0.1%+1,995+61.6%AddedHistory
LEN.BLennar CorpCL B180$15.2K<0.1%+2+1.1%AddedHistory
TPBTurning Point Brands, Inc.COM175$15.2K<0.1%−13−6.9%ReducedHistory
EGHT8X8 IncCOM9,160$15.2K<0.1%+1,598+21.1%AddedHistory
JRVRJames River Group Holdings, Inc.COM SHS2,422$15.3K<0.1%+1,112+84.9%AddedHistory
CLDXCelldex Therapeutics, Inc.COM NEW482$15.3K<0.1%+218+82.6%AddedHistory
MCFTMasterCraft Boat Holdings, Inc.COM746$15.3K<0.1%00.0%UnchangedHistory
UAUnder Armour, Inc.CL C2,643$15.3K<0.1%+1,962+288.1%AddedHistory
SPDR Index Shs FDS78463X863ST DOW INTL ETF575$15.3K<0.1%+50+9.5%Added–
Innovator ETFs Trust45783Y533INNOVATOR INTER467$15.3K<0.1%00.0%Unchanged–
RGNXREGENXBIO Inc.COM1,829$15.3K<0.1%−676−27.0%ReducedHistory
CCBGCapital City Bank Group IncCOM353$15.3K<0.1%+7+2.0%AddedHistory
NATLNCR Atleos CorpCOM SHS353$15.4K<0.1%−148−29.5%ReducedHistory
PAGSPagSeguro Digital Ltd.COM CL A1,537$15.4K<0.1%+840+120.5%AddedHistory
BCALCalifornia BanCorpCOM870$15.4K<0.1%+47+5.7%AddedHistory
RNSTRenasant CorpCOM427$15.4K<0.1%−57−11.8%ReducedHistory
AEHRAehr Test SystemsCOM417$15.5K<0.1%+107+34.5%AddedHistory
IRTIndependence Realty Trust, Inc.COM1,044$15.5K<0.1%+269+34.7%AddedHistory
ALLOAllogene Therapeutics, Inc.COM6,371$15.5K<0.1%+2,652+71.3%AddedHistory
ARQTArcutis Biotherapeutics, Inc.COM661$15.6K<0.1%−600−47.6%ReducedHistory
CGEMCullinan Therapeutics, Inc.COM1,099$15.6K<0.1%−181−14.1%ReducedHistory
ATHMAutohome Inc.SP ADS RP CL A901$15.6K<0.1%+621+221.8%AddedHistory
NSITInsight Enterprises IncCOM234$15.7K<0.1%+85+57.0%AddedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME363$15.7K<0.1%00.0%Unchanged–
WLDNWilldan Group, Inc.COM205$15.7K<0.1%−49−19.3%ReducedHistory
BNTXBioNTech SESPONSORED ADS177$15.7K<0.1%+142+405.7%AddedHistory
CNKCinemark Holdings, Inc.COM554$15.8K<0.1%+4+0.7%AddedHistory
First Tr Exchange-Traded FD33737A108NASDQ CLN EDGE97$15.9K<0.1%00.0%Unchanged–
NBTXNanobiotix S.A.SPONSORED ADS514$15.9K<0.1%00.0%UnchangedHistory
MARAMARA Holdings, Inc.COM1,945$15.9K<0.1%+1,235+173.9%AddedHistory
FORForestar Group Inc.COM652$15.9K<0.1%+58+9.8%AddedHistory
APPFAppfolio IncCOM CL A101$15.9K<0.1%−10−9.0%ReducedHistory
CNOBConnectOne Bancorp, Inc.COM596$16.0K<0.1%+192+47.5%AddedHistory
PZZAPapa Johns International IncStock494$16.0K<0.1%+281+131.9%AddedHistory
PDMPiedmont Realty Trust, Inc.COM CL A2,437$16.0K<0.1%−171−6.6%ReducedHistory
TGTredegar CorpCOM2,020$16.1K<0.1%−348−14.7%ReducedHistory
PJTPJT Partners Inc.COM CL A115$16.1K<0.1%+21+22.3%AddedHistory
VKTXViking Therapeutics, Inc.COM494$16.1K<0.1%+267+117.6%AddedHistory
NQPNuveen Pennsylvania Quality Municipal Income FundCOM1,350$16.1K<0.1%00.0%UnchangedHistory
PRAXPraxis Precision Medicines, Inc.COM NEW50$16.1K<0.1%+25+100.0%AddedHistory
GPRKGeoPark LtdUSD SHS1,698$16.1K<0.1%+849+100.0%AddedHistory
iShares Tr46435G433MSCI USA SMCP MN372$16.2K<0.1%+186+100.0%Added–
AGLagilon health, inc.COM NEW2,057$16.3K<0.1%+953+86.3%AddedConverted for a 1-for-25 splitHistory
First Tr Exchange Traded FD33738R704RBA INDL ETF147$16.3K<0.1%00.0%Unchanged–
SEDGSolaredge Technologies, Inc.COM319$16.3K<0.1%+187+141.7%AddedHistory
ENTAEnanta Pharmaceuticals IncCOM1,294$16.3K<0.1%+146+12.7%AddedHistory
DECDiversified Energy CoCOMMON STOCK940$16.4K<0.1%+268+39.9%AddedHistory
IMDXInsight Molecular Diagnostics Inc.COM NEW5,000$16.4K<0.1%00.0%UnchangedHistory
TRTXTPG RE Finance Trust, Inc.COM2,104$16.4K<0.1%+157+8.1%AddedHistory
IBCPIndependent Bank CorpCOM NEW496$16.5K<0.1%−57−10.3%ReducedHistory
MTNVail Resorts IncCOM129$16.6K<0.1%+35+37.2%AddedHistory
iShares Tr464288307MRGSTR MD CP GRW210$16.6K<0.1%+105+100.0%Added–
NTSTNETSTREIT Corp.COM883$16.6K<0.1%+109+14.1%AddedHistory
WKCWorld Kinect CorpCOM721$16.6K<0.1%−107−12.9%ReducedHistory
CRGYCrescent Energy CoCL A COM1,232$16.6K<0.1%+105+9.3%AddedHistory
ETF Ser Solutions26922A503VIDENTCORE EQ FD265$16.6K<0.1%00.0%Unchanged–
GSBCGreat Southern Bancorp, Inc.COM264$16.7K<0.1%−17−6.0%ReducedHistory
GXOGXO Logistics, Inc.Stock322$16.7K<0.1%+76+30.9%AddedHistory
HTBHomeTrust Bancshares, Inc.COM392$16.7K<0.1%−34−8.0%ReducedHistory
ATECAlphatec Holdings, Inc.COM NEW1,539$16.7K<0.1%−110−6.7%ReducedHistory
MHDBlackRock Muniholdings Fund, Inc.COM1,490$16.8K<0.1%+1,490NewHistory
WSRWhitestone REITCOM1,042$16.8K<0.1%−29−2.7%ReducedHistory
PLMRPalomar Holdings, Inc.Stock141$16.9K<0.1%+27+23.7%AddedHistory
ABMAbm Industries IncCOM438$16.9K<0.1%+312+247.6%AddedHistory
KENKenon Holdings Ltd.SHS205$16.9K<0.1%00.0%UnchangedHistory
American Centy ETF Tr025072364INTERNATIONAL LR226$16.9K<0.1%−351−60.8%Reduced–
EXGEaton Vance Tax-Managed Global Diversified Equity Income FundCOM1,953$16.9K<0.1%00.0%UnchangedHistory
EHABEnhabit, Inc.COM1,202$16.9K<0.1%+33+2.8%AddedHistory
CTBICommunity Trust Bancorp IncCOM279$16.9K<0.1%+1+0.4%AddedHistory
CASSCass Information Systems IncCOM385$16.9K<0.1%+78+25.4%AddedHistory
SEBSeaboard CorpCOM3$17.0K<0.1%−2−40.0%ReducedHistory
AMBPArdagh Metal Packaging S.A.SHS4,205$17.0K<0.1%−285−6.3%ReducedHistory
GAINGladstone Investment CorporationdeCEF1,200$17.0K<0.1%00.0%UnchangedHistory
HELEHelen of Troy LtdStock1,182$17.0K<0.1%+1,052+809.2%AddedHistory
RNGRRanger Energy Services, Inc.COM CL A995$17.1K<0.1%−41−4.0%ReducedHistory
Innovator ETFs Trust45784N833US SMALL CAP PWR667$17.1K<0.1%−1,562−70.1%Reduced–
EVTEaton Vance Tax-Advantaged Dividend Income FundCOM700$17.2K<0.1%−50−6.7%ReducedHistory
CSWCSW Industrials, Inc.COM66$17.2K<0.1%+8+13.8%AddedHistory
CRICarters IncCOM482$17.2K<0.1%+81+20.2%AddedHistory
LAZLazard, Inc.COM406$17.2K<0.1%+175+75.8%AddedHistory
MFAMfa Financial, Inc.COM1,804$17.3K<0.1%−58−3.1%ReducedHistory
ALITAlight, Inc. / DelawareCOM CL A29,702$17.3K<0.1%+25,869+674.9%AddedHistory
VanEck ETF Trust92189H300JP MRGAN EM LOC689$17.3K<0.1%+451+189.5%Added–
MIRMirion Technologies, Inc.COM CL A931$17.3K<0.1%−276−22.9%ReducedHistory
INBXInhibrx Biosciences, Inc.COM258$17.3K<0.1%+96+59.3%AddedHistory
APEIAmerican Public Education IncStock305$17.3K<0.1%+160+110.3%AddedHistory
ALGMAllegro Microsystems, Inc.COM552$17.4K<0.1%+1+0.2%AddedHistory
VGVenture Global, Inc.COM CL A1,105$17.4K<0.1%+1,043+1,682.3%AddedHistory
COCOVita Coco Company, Inc.COM364$17.4K<0.1%−356−49.4%ReducedHistory
WSWorthington Steel, Inc.COM SHS576$17.5K<0.1%+57+11.0%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