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Livermore
Livermore
ZHEN

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
ARK ETF Tr00214Q807SPACE & DEFENSE3$88<0.1%+3New–
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF3$90<0.1%−1−25.0%Reduced–
GSMFerroglobe PLCSHS22$91<0.1%+22NewHistory
VIRCVirco Mfg CorporationCOM15$91<0.1%−18−54.5%ReducedHistory
HEREHere Group LtdADS26$92<0.1%−29−52.7%ReducedHistory
Goldman Sachs ETF Tr381430396JUST US LRG CP1$93<0.1%00.0%Unchanged–
SLSSELLAS Life Sciences Group, Inc.COM NEW22$93<0.1%+22NewHistory
BOOMDMC Global Inc.COM18$94<0.1%−32−64.0%ReducedHistory
ACTUActuate Therapeutics, Inc.COM35$95<0.1%+33+1,650.0%AddedHistory
KIDSOrthopediatrics CorpCOM6$95<0.1%+4+200.0%AddedHistory
Kraneshares Tr500767835MSCI ALL CHINA6$95<0.1%00.0%Unchanged–
RMBIRichmond Mutual Bancorporation, Inc.COM7$96<0.1%−4−36.4%ReducedHistory
UNBUnion Bankshares IncCOM4$98<0.1%+3+300.0%AddedHistory
RELLRichardson Electronics, Ltd.COM9$99<0.1%+8+800.0%AddedHistory
SLNDSouthland Holdings, Inc.COM77$99<0.1%+52+208.0%AddedHistory
Goldman Sachs ETF Tr381430529ACCES TREASURY1$100<0.1%+1New–
SUNSSunrise Realty Trust, Inc.COM13$100<0.1%+8+160.0%AddedHistory
TITNTitan Machinery Inc.COM6$100<0.1%+6NewHistory
iShares Tr46434V1000-5YR INVT GR CP2$101<0.1%00.0%Unchanged–
FLXBingEx LtdSPONSORED ADS A38$101<0.1%−99−72.3%ReducedHistory
MPXMarine Products Group, LLCCOM14$102<0.1%+4+40.0%AddedHistory
NEONNeonode Inc.COM PAR74$103<0.1%+74NewHistory
SKYXSKYX Platforms Corp.COM95$106<0.1%+95NewHistory
DSGNDesign Therapeutics, Inc.COM10$107<0.1%+7+233.3%AddedHistory
OPBKOP BancorpCOM8$107<0.1%+7+700.0%AddedHistory
MRDNMeridian Holdings Inc.COM15$108<0.1%+11+252.9%AddedConverted for a 1-for-12 splitHistory
WisdomTree Tr97717W208US HIGH DIVIDEND1$109<0.1%00.0%Unchanged–
TYGTortoise Energy Infrastructure CorpCOM2$109<0.1%00.0%UnchangedHistory
LGNLegence Corp.CL A2$113<0.1%+2NewHistory
BLNKBlink Charging Co.COM200$113<0.1%00.0%UnchangedHistory
Ea Series Trust02072Q887EFFICIENT MARKET4$117<0.1%+4New–
Direxion Shs ETF Tr25461A460DAILY FTSE CHINA4$117<0.1%00.0%Unchanged–
First Tr Exchange-Traded FD33739Q408FIRST TR ENH NEW2$120<0.1%−16,033−100.0%Reduced–
HQIHireQuest, Inc.COM12$120<0.1%+12NewHistory
SNWVSANUWAVE Health, Inc.COM7$121<0.1%+7NewHistory
SGCSuperior Group of Companies, Inc.COM12$121<0.1%+6+100.0%AddedHistory
LPALogistic Properties of the AmericasUSD ORD SHS37$121<0.1%+21+131.3%AddedHistory
MPLTMapLight Therapeutics, Inc.COM6$122<0.1%+6NewHistory
STRSStratus Properties IncCOM NEW4$123<0.1%+1+33.3%AddedHistory
FRDFriedman Industries IncCOM7$124<0.1%+2+40.0%AddedHistory
AKAA.K.A. Brands Holding Corp.COM12$124<0.1%00.0%UnchangedHistory
JANXJanux Therapeutics, Inc.COM9$126<0.1%−47−83.9%ReducedHistory
MDWDMediWound Ltd.SHS NEW8$129<0.1%+8NewHistory
WisdomTree Tr97717X511YIELD ENHANCD US3$130<0.1%00.0%Unchanged–
IMNMImmunome Inc.COM6$131<0.1%+6NewHistory
TRVITrevi Therapeutics, Inc.COM11$131<0.1%+11NewHistory
ONEWOneWater Marine Inc.CL A COM14$132<0.1%+8+133.3%AddedHistory
ELAEnvela CorpCOM8$133<0.1%+6+300.0%AddedHistory
PHATPhathom Pharmaceuticals, Inc.COM12$134<0.1%+7+140.0%AddedHistory
WisdomTree Tr97717X172US HGH YLD CORP3$137<0.1%00.0%Unchanged–
RZLTRezolute, Inc.COM NEW45$137<0.1%+37+462.5%AddedHistory
GAIAGaia, IncCL A50$139<0.1%+50NewHistory
CIXCompx International IncCL A6$141<0.1%+2+50.0%AddedHistory
OTLKOutlook Therapeutics, Inc.Stock696$143<0.1%00.0%UnchangedHistory
STRWStrawberry Fields REIT, Inc.COM12$144<0.1%+5+71.4%AddedHistory
CATXPerspective Therapeutics, Inc.COM NEW35$146<0.1%+34+3,400.0%AddedHistory
LFCRLifecore Biomedical, Inc. DECOM40$148<0.1%+7+21.2%AddedHistory
BKTIBK Technologies CorpCOM NEW2$149<0.1%+1+100.0%AddedHistory
NRIXNurix Therapeutics, Inc.COM10$155<0.1%+10NewHistory
SSYSStratasys Ltd.SHS20$156<0.1%+20NewHistory
ELVNEnliven Therapeutics, Inc.COM4$156<0.1%+4NewHistory
FLLFull House Resorts IncCOM71$160<0.1%−57−44.5%ReducedHistory
ASSTStrive, Inc.CL A COM16$160<0.1%+16NewHistory
Neos ETF Trust78433H675NASDAQ 100 HIGH3$162<0.1%−1−25.0%Reduced–
ZSPCzSpace, Inc.Stock1,442$163<0.1%+1,442NewHistory
SPDR Series Trust78468R549SP O&G EQP SERV1$164<0.1%00.0%Unchanged–
FUNDSprott Focus Trust Inc.COM17$164<0.1%00.0%UnchangedHistory
UBFOUnited Security BancsharesCOM16$169<0.1%+4+33.3%AddedHistory
CBFVCB Financial Services, Inc.COM5$171<0.1%−1−16.7%ReducedHistory
CSPICSP IncCOM20$172<0.1%+19+1,900.0%AddedHistory
JILLJ.Jill, Inc.COM15$172<0.1%+3+25.0%AddedHistory
LAKELakeland Industries IncCOM21$172<0.1%+21NewHistory
NTZNatuzzi S P ASPON ADS57$174<0.1%−18−24.0%ReducedHistory
VALUValue Line IncCOM5$176<0.1%−2−28.6%ReducedHistory
MUXMcEwen Inc.COM NEW9$184<0.1%+9NewHistory
FUNCFirst United CorpCOM5$184<0.1%+3+150.0%AddedHistory
ZVRAZevra Therapeutics, Inc.COM NEW20$185<0.1%+11+122.2%AddedHistory
GRDNGuardian Pharmacy Services, Inc.CL A5$188<0.1%+5NewHistory
TCBXThird Coast Bancshares, Inc.COM5$189<0.1%−23−82.1%ReducedHistory
CRMDCorMedix Inc.COM28$190<0.1%+18+180.0%AddedHistory
MAGNMagnera CorpCOM SHS20$190<0.1%+19+1,900.0%AddedHistory
PKEPark Aerospace CorpCOM7$192<0.1%+7NewHistory
GLSIGreenwich LifeSciences, Inc.COM8$192<0.1%+3+60.0%AddedHistory
GOCOGoHealth, Inc.CL A NEW128$192<0.1%+14+12.3%AddedHistory
AIIAmerican Integrity Insurance Group, Inc.COM10$193<0.1%+10NewHistory
QTRXQuanterix CorpCOM55$193<0.1%−168−75.3%ReducedHistory
MIAXMiami International Holdings, Inc.COM5$195<0.1%+5NewHistory
BZUNBaozun Inc.SPONSORED ADR82$196<0.1%−26−24.1%ReducedHistory
VERAVera Therapeutics, Inc.CL A5$201<0.1%+4+400.0%AddedHistory
FBRTFranklin BSP Realty Trust, Inc.COMMON STOCK24$204<0.1%−50−67.6%ReducedHistory
TUSKMammoth Energy Services, Inc.COM84$205<0.1%+76+950.0%AddedHistory
KGEIKolibri Global Energy Inc.COM NEW38$208<0.1%+38NewHistory
NCNacco Industries IncCL A4$208<0.1%+1+33.3%AddedHistory
CBNAChain Bridge Bancorp IncCL A6$209<0.1%00.0%UnchangedHistory
Solana ETF92864M822ETP25$209<0.1%00.0%Unchanged–
ATLCAtlanticus Holdings CorpCOM4$210<0.1%+4NewHistory
TVRDTvardi Therapeutics, Inc.COM67$213<0.1%+62+1,240.0%AddedHistory
FLYXFlyexclusive Inc.COM CL A95$214<0.1%+95NewHistory
SEVNSeven Hills Realty TrustCOM26$214<0.1%+26NewHistory
Capital Group Global Equity14020R107SHS7$215<0.1%00.0%Unchanged–

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