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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
HODLVanEck Bitcoin ETFSH BEN INT913$17.5K<0.1%00.0%UnchangedHistory
TLXTelix Pharmaceuticals LtdADS1,832$17.5K<0.1%+934+104.0%AddedHistory
HZOMarinemax IncCOM649$17.6K<0.1%+84+14.9%AddedHistory
SFIXStitch Fix, Inc.Stock5,312$17.6K<0.1%+2,596+95.6%AddedHistory
EXKEndeavour Silver CorpCOM1,893$17.6K<0.1%+863+83.8%AddedHistory
MICCMagnum Ice Cream Co N.V.ORD SHS1,179$17.6K<0.1%−232−16.4%ReducedHistory
QSQuantumScape CorpCOM CL A2,767$17.7K<0.1%+1,427+106.5%AddedHistory
TMETencent Music Entertainment GroupSPON ADS1,905$17.7K<0.1%+203+11.9%AddedHistory
USPHU S Physical Therapy IncCOM237$17.8K<0.1%−164−40.9%ReducedHistory
BLSHBullishORD SHS498$17.8K<0.1%+498NewHistory
RDDTReddit, Inc.Stock133$17.9K<0.1%−594−81.7%ReducedHistory
AESIAtlas Energy Solutions Inc.COM NEW1,365$17.9K<0.1%+34+2.6%AddedHistory
ADArray Digital Infrastructure, Inc.COM389$17.9K<0.1%+379+3,790.0%AddedHistory
CABOCable One, Inc.COM197$18.0K<0.1%+107+118.9%AddedHistory
OLPOne Liberty Properties IncCOM838$18.0K<0.1%+42+5.3%AddedHistory
iShares Tr464288257MSCI ACWI ETF130$18.0K<0.1%00.0%Unchanged–
RLXRLX Technology Inc.SPONSORED ADS8,196$18.0K<0.1%+2,608+46.7%AddedHistory
CRVLCorvel CorpCOM330$18.0K<0.1%+303+1,122.2%AddedHistory
BMAMacro Bank Inc.SPON ADR B234$18.1K<0.1%−195−45.5%ReducedHistory
CHWCalamos Global Dynamic Income FundCOM2,500$18.1K<0.1%00.0%UnchangedHistory
MTUSMetallus Inc.COM1,111$18.2K<0.1%+12+1.1%AddedHistory
JBSSSanfilippo John B & Son IncCOM229$18.2K<0.1%+39+20.5%AddedHistory
PRCTPROCEPT BioRobotics CorpCOM727$18.2K<0.1%+657+938.6%AddedHistory
BYNDBeyond Meat, Inc.COM25,933$18.2K<0.1%+25,843+28,714.4%AddedHistory
Abrdn ETFs003261104BBRG ALL COMD K1750$18.2K<0.1%−638−46.0%Reduced–
TEMTempus AI, Inc.CL A403$18.2K<0.1%−317−44.0%ReducedHistory
ONTOnterris, Inc.COM833$18.2K<0.1%−32−3.7%ReducedHistory
FIPFTAI Infrastructure Inc.COMMON STOCK3,703$18.3K<0.1%+210+6.0%AddedHistory
BANFBancfirst CorpCOM169$18.3K<0.1%−325−65.8%ReducedHistory
NRCNRC HealthCOM NEW1,078$18.3K<0.1%−19−1.7%ReducedHistory
PRVAPrivia Health Group, Inc.COM890$18.3K<0.1%+321+56.4%AddedHistory
SUZSuzano S.A.SPON ADS1,833$18.4K<0.1%+385+26.6%AddedHistory
JBTMJBT Marel CorpCOM144$18.4K<0.1%+26+22.0%AddedHistory
PRGOPERRIGO Co plcSHS1,715$18.4K<0.1%−173−9.2%ReducedHistory
NUVBNuvation Bio Inc.COM CL A4,301$18.5K<0.1%+312+7.8%AddedHistory
NVTSNavitas Semiconductor CorpCOM2,107$18.5K<0.1%+319+17.8%AddedHistory
YELPYelp IncCL A747$18.5K<0.1%+388+108.1%AddedHistory
ARVNArvinas, Inc.COM1,748$18.5K<0.1%+90+5.4%AddedHistory
Carnival Corp Ltd.14365C103ADR719$18.5K<0.1%−261−26.6%Reduced–
HBCPHome Bancorp, Inc.COM306$18.5K<0.1%+86+39.1%AddedHistory
UHALU-Haul Holding CoCOM388$18.5K<0.1%−494−56.0%ReducedHistory
ZDZiff Davis, Inc.COM442$18.5K<0.1%−17−3.7%ReducedHistory
Tidal Trust II88636J600ROUNDHILL GENER300$18.6K<0.1%00.0%Unchanged–
UUUUEnergy Fuels IncCOM NEW1,019$18.6K<0.1%+236+30.1%AddedHistory
KYMRKymera Therapeutics, Inc.COM224$18.7K<0.1%−53−19.1%ReducedHistory
NUSNu Skin Enterprises, Inc.CL A2,563$18.7K<0.1%+583+29.4%AddedHistory
SDSandridge Energy IncCOM NEW1,147$18.7K<0.1%+522+83.5%AddedHistory
SLVMSylvamo CorpCOMMON STOCK443$18.7K<0.1%−305−40.8%ReducedHistory
MATWMatthews International CorpCL A726$18.7K<0.1%+50+7.4%AddedHistory
RUSHBRush Enterprises IncCL B292$18.8K<0.1%+9+3.2%AddedHistory
EIGEmployers Holdings, Inc.COM457$18.8K<0.1%−56−10.9%ReducedHistory
LNNLindsay CorpCOM158$18.8K<0.1%+95+150.8%AddedHistory
Orla MNG Ltd New68634K106COM1,181$19.1K<0.1%+1,102+1,394.9%Added–
AMRAlpha Metallurgical Resources, Inc.COM93$19.1K<0.1%+5+5.7%AddedHistory
VanEck ETF Trust92189F353EMERGING MRKT HI968$19.1K<0.1%00.0%Unchanged–
AMTBAmerant Bancorp Inc.CL A867$19.1K<0.1%+523+152.0%AddedHistory
SIDNational Steel CoSPONSORED ADR15,450$19.2K<0.1%+14,502+1,529.7%AddedHistory
SYNASYNAPTICS IncStock274$19.2K<0.1%+52+23.4%AddedHistory
WHWyndham Hotels & Resorts, Inc.COM237$19.2K<0.1%−56−19.1%ReducedHistory
PEBPebblebrook Hotel TrustCOM1,523$19.2K<0.1%+554+57.2%AddedHistory
PGNYProgyny, Inc.COM1,135$19.3K<0.1%+734+183.0%AddedHistory
RCKTRocket Pharmaceuticals, Inc.COM5,392$19.3K<0.1%+2,581+91.8%AddedHistory
TEOTelecom Argentina SASPON ADR REP B1,652$19.3K<0.1%+686+71.0%AddedHistory
DBRGDigitalBridge Group, Inc.CL A NEW1,254$19.3K<0.1%+272+27.7%AddedHistory
MEOHMethanex CorpCOM325$19.4K<0.1%+155+91.2%AddedHistory
RESRPC IncCOM2,737$19.4K<0.1%−272−9.0%ReducedHistory
CGONCG Oncology, Inc.COM287$19.4K<0.1%+14+5.1%AddedHistory
ADNTAdient plcStock962$19.4K<0.1%−52−5.1%ReducedHistory
FROGJFrog LtdStock415$19.5K<0.1%+85+25.8%AddedHistory
AIPArteris, Inc.COM1,193$19.6K<0.1%+159+15.4%AddedHistory
MLRMiller Industries IncCOM NEW432$19.7K<0.1%−280−39.3%ReducedHistory
CNRCore Natural Resources, Inc.COM SHS188$19.7K<0.1%−94−33.3%ReducedHistory
ALRSAlerus Financial CorpCOM831$19.7K<0.1%−63−7.0%ReducedHistory
First Tr Exchange Traded FD33741X102SMID RISNG ETF500$19.7K<0.1%00.0%Unchanged–
TDAYUSA TODAY Co., Inc.COM2,807$19.8K<0.1%+62+2.3%AddedHistory
Tidal Trust I886364645SONICSHARES GBL489$19.8K<0.1%00.0%Unchanged–
WMKWeis Markets IncCOM290$19.8K<0.1%+181+166.1%AddedHistory
Motley Fool Small-Cap Growth ETF74933W874ETF620$19.8K<0.1%00.0%Unchanged–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL400$19.8K<0.1%00.0%Unchanged–
ENOVEnovis CORPCOM874$19.9K<0.1%+288+49.1%AddedHistory
PLABPhotronics IncCOM495$20.0K<0.1%+118+31.3%AddedHistory
QFINQfin Holdings, Inc.AMERICAN DEP1,551$20.0K<0.1%+147+10.5%AddedHistory
CZNCCitizens & Northern CorpCOM899$20.1K<0.1%+11+1.2%AddedHistory
GPREGreen Plains Inc.COM1,222$20.1K<0.1%+74+6.4%AddedHistory
iShares Inc464286608MSCI EURZONE ETF321$20.1K<0.1%00.0%Unchanged–
AINAlbany International CorpCL A386$20.2K<0.1%+79+25.7%AddedHistory
RCATRed Cat Holdings, Inc.Stock1,541$20.2K<0.1%+1,541NewHistory
INVXInnovex International, Inc.COM827$20.2K<0.1%+87+11.8%AddedHistory
Invesco Exchange Traded FD T46137V274S&P500 EQL UTL250$20.3K<0.1%+250New–
WTWisdomTree, Inc.COM1,393$20.3K<0.1%+16+1.2%AddedHistory
DIODDiodes IncCOM298$20.3K<0.1%−210−41.3%ReducedHistory
SHOSunstone Hotel Investors, Inc.COM2,258$20.3K<0.1%+249+12.4%AddedHistory
SDGRSchrodinger, Inc.COM1,791$20.3K<0.1%+417+30.3%AddedHistory
American Centy ETF Tr025072182AVANTIS MODERAT304$20.4K<0.1%+60+24.6%Added–
VVVValvoline IncCOM606$20.4K<0.1%−101−14.3%ReducedHistory
SPDR Series Trust78468R606ST PORT HIGH ETF876$20.4K<0.1%−3,646−80.6%Reduced–
MBWMMercantile Bank CorpCOM405$20.5K<0.1%+2+0.5%AddedHistory
RRRRed Rock Resorts, Inc.CL A384$20.5K<0.1%+104+37.1%AddedHistory
SCHLScholastic CorpCOM525$20.5K<0.1%+13+2.5%AddedHistory
iShares Tr464288356CALIF MUN BD ETF362$20.6K<0.1%+2+0.6%Added–

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