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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
ARLPAlliance Resource Partners LPStock1,002$27.7K<0.1%+23+2.3%AddedHistory
NBBKNB Bancorp, Inc.COM1,315$27.7K<0.1%+29+2.3%AddedHistory
LCIDLucid Group, Inc.Stock2,914$27.8K<0.1%+2,740+1,574.7%AddedHistory
ETOReToro Group Ltd.SHS CL A926$27.8K<0.1%+727+365.3%AddedHistory
HGHamilton Insurance Group, Ltd.CL B935$27.9K<0.1%+30+3.3%AddedHistory
KRYSKrystal Biotech, Inc.COM108$27.9K<0.1%+33+44.0%AddedHistory
CMCOColumbus McKinnon CorpCOM1,924$28.0K<0.1%+183+10.5%AddedHistory
CATYCathay General BancorpCOM561$28.0K<0.1%+104+22.8%AddedHistory
BWINBaldwin Insurance Group, Inc.COM CL A1,278$28.0K<0.1%+900+238.1%AddedHistory
STKLSunOpta Inc.COM4,333$28.1K<0.1%−157−3.5%ReducedHistory
UNFUnifirst CorpCOM112$28.2K<0.1%+2+1.8%AddedHistory
BAKBraskem SASP ADR PFD A7,704$28.2K<0.1%−875−10.2%ReducedHistory
ONDSOndas Inc.COM NEW3,120$28.2K<0.1%+3,063+5,373.7%AddedHistory
TECHBIO-TECHNE CorpCOM540$28.2K<0.1%+39+7.8%AddedHistory
PSTLPostal Realty Trust, Inc.CL A1,527$28.3K<0.1%+61+4.2%AddedHistory
GNLGlobal Net Lease, Inc.COM NEW3,040$28.5K<0.1%+986+48.0%AddedHistory
First Tr Exch Traded FD III33739P855INSTL PFD SECS1,500$28.5K<0.1%00.0%Unchanged–
iShares Tr46435G102CONV BD ETF280$28.5K<0.1%−42−13.0%Reduced–
Dimensional ETF Trust25434V757EMERGING MKTS HI846$28.6K<0.1%+846New–
RLAYRelay Therapeutics, Inc.COM2,876$28.6K<0.1%+665+30.1%AddedHistory
Ea Series Trust02072L680STRIVE 500 ETF684$28.7K<0.1%00.0%Unchanged–
CMPCompass Minerals International IncStock1,231$28.7K<0.1%−66−5.1%ReducedHistory
CCUUnited Breweries Co IncSPONSORED ADR2,536$28.8K<0.1%+347+15.9%AddedHistory
GFFGriffon CorpCOM397$28.9K<0.1%−100−20.1%ReducedHistory
EQXEquinox Gold Corp.COM1,997$28.9K<0.1%+982+96.7%AddedHistory
BTGB2GOLD CorpCOM6,382$28.9K<0.1%+985+18.3%AddedHistory
SMRNuscale Power CorpCL A COM2,668$28.9K<0.1%+504+23.3%AddedHistory
AIRAar CorpStock265$29.0K<0.1%+19+7.7%AddedHistory
ZGNErmenegildo Zegna N.V.ORD SHS2,788$29.1K<0.1%+908+48.3%AddedHistory
SBLKStar Bulk Carriers Corp.SHS PAR1,265$29.1K<0.1%+264+26.4%AddedHistory
NVRNVR IncCOM4$29.1K<0.1%−5−55.6%ReducedHistory
NEOGNeogen CorpCOM3,141$29.2K<0.1%+184+6.2%AddedHistory
VRNSVaronis Systems IncCOM1,360$29.2K<0.1%+839+161.0%AddedHistory
MNDYmonday.com Ltd.SHS425$29.4K<0.1%+354+498.6%AddedHistory
STELStellar Bancorp, Inc.COM805$29.5K<0.1%+46+6.1%AddedHistory
American Centy ETF Tr025072885US EQT ETF266$29.6K<0.1%−488−64.7%Reduced–
AVAVAeroVironment IncCOM162$29.7K<0.1%−3−1.8%ReducedHistory
SMBKSmartfinancial Inc.COM NEW760$29.7K<0.1%−9−1.2%ReducedHistory
QTTBQ32 Bio Inc.COM4,640$29.8K<0.1%00.0%UnchangedHistory
AMPYAmplify Energy Corp.COM4,780$29.8K<0.1%−379−7.3%ReducedHistory
TRINTrinity Capital Inc.COM2,034$29.9K<0.1%+78+4.0%AddedHistory
JOBYJoby Aviation, Inc.COMMON STOCK3,623$29.9K<0.1%+523+16.9%AddedHistory
ANDEAndersons, Inc.COM419$30.1K<0.1%+133+46.5%AddedHistory
MPLXMPLX LPCOM UNIT REP LTD528$30.1K<0.1%00.0%UnchangedHistory
PFBCPreferred BankCOM NEW333$30.2K<0.1%+34+11.4%AddedHistory
Capital Group International14021M107SHS893$30.2K<0.1%+893New–
LBRDALiberty Broadband CorpCOM SER A602$30.2K<0.1%+321+114.2%AddedHistory
J P Morgan Exchange-Traded F46641Q209DIV RTN INT EQ425$30.3K<0.1%−1−0.2%Reduced–
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN1,272$30.4K<0.1%+12+1.0%Added–
ICLICL Group Ltd.SHS5,890$30.4K<0.1%−479−7.5%ReducedHistory
NESRNational Energy Services Reunited Corp.SHS1,420$30.5K<0.1%+194+15.8%AddedHistory
CARTMaplebear Inc.COM814$30.5K<0.1%−812−49.9%ReducedHistory
Innovator ETFs Trust45782C342US SML CP PWR ET843$30.6K<0.1%00.0%Unchanged–
EDUNew Oriental Education & Technology Group Inc.SPON ADR540$30.6K<0.1%+279+106.9%AddedHistory
SXTSensient Technologies CorpCOM355$30.7K<0.1%+57+19.1%AddedHistory
TDOCTeladoc Health, Inc.COM5,657$30.8K<0.1%+4,945+694.5%AddedHistory
Global X FDS37954Y327GLBX MSCI COLUM782$30.9K<0.1%+782New–
AALAmerican Airlines Group Inc.Stock2,884$31.0K<0.1%−1,392−32.6%ReducedHistory
ARDCAres Dynamic Credit Allocation Fund, Inc.COM2,552$31.0K<0.1%00.0%UnchangedHistory
MIRMMirum Pharmaceuticals, Inc.COM336$31.0K<0.1%−114−25.3%ReducedHistory
TNKTeekay Tankers Ltd.CL A424$31.1K<0.1%−2−0.5%ReducedHistory
CROXCrocs, Inc.COM376$31.2K<0.1%−776−67.4%ReducedHistory
Listed FD Tr53656F383SPEAR ALPHA ETF878$31.3K<0.1%−924−51.3%Reduced–
KYNKayne Anderson Energy Infrastructure Fund, Inc.COM2,195$31.3K<0.1%00.0%UnchangedHistory
KNSAKiniksa Pharmaceuticals International, plcORD SHS CL A652$31.4K<0.1%+106+19.4%AddedHistory
OSBCOld Second Bancorp IncCOM1,562$31.5K<0.1%−42−2.6%ReducedHistory
ITGRInteger Holdings CorpCOM360$31.7K<0.1%+117+48.1%AddedHistory
TPGTPG Inc.COM CL A783$31.7K<0.1%+108+16.0%AddedHistory
J P Morgan Exchange Traded F46641Q779US MOMENTUM467$31.7K<0.1%+90+23.9%Added–
iShares Tr46429B499MSCI NORWAY ETF859$31.7K<0.1%+859New–
iShares Tr464287341GLOBAL ENERG ETF551$31.7K<0.1%−73−11.7%Reduced–
NBTBNBT Bancorp IncCOM746$31.8K<0.1%+207+38.4%AddedHistory
SKYWSkywest IncCOM346$31.8K<0.1%−27−7.2%ReducedHistory
LYTSLsi Industries IncCOM1,711$31.8K<0.1%−318−15.7%ReducedHistory
MSBIMidland States Bancorp, Inc.COM1,429$31.9K<0.1%+40+2.9%AddedHistory
AVNSAvanos Medical, Inc.Stock2,276$31.9K<0.1%−220−8.8%ReducedHistory
PDPagerDuty, Inc.COM5,136$31.9K<0.1%+4,147+419.3%AddedHistory
HOMBHome Bancshares IncCOM1,189$32.0K<0.1%+63+5.6%AddedHistory
PFSProvident Financial Services IncCOM1,518$32.1K<0.1%−163−9.7%ReducedHistory
NEXTNextDecade CorpCOM4,205$32.2K<0.1%+3,161+302.8%AddedHistory
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG1,718$32.2K<0.1%−280−14.0%ReducedHistory
SPSCSPS Commerce IncCOM580$32.3K<0.1%−554−48.9%ReducedHistory
HGTYHagerty, Inc.CL A COM3,072$32.3K<0.1%+1,591+107.4%AddedHistory
ETHWBitwise Ethereum ETFSHS2,164$32.5K<0.1%+970+81.2%AddedHistory
CMPXCompass Therapeutics, Inc.COM6,142$32.5K<0.1%+1,772+40.5%AddedHistory
BTUPeabody Energy CorpCOM987$32.5K<0.1%+99+11.1%AddedHistory
INSPInspire Medical Systems, Inc.COM632$32.6K<0.1%+580+1,115.4%AddedHistory
KURAKura Oncology, Inc.COM4,010$32.6K<0.1%−1,732−30.2%ReducedHistory
UNFIUnited Natural Foods IncCOM725$32.7K<0.1%−161−18.2%ReducedHistory
KIOKKR Income Opportunities FundCOM2,971$32.7K<0.1%00.0%UnchangedHistory
ProShares Tr74349Y498ULTRA XRP ETF8,888$32.8K<0.1%+8,888New–
Fidelity Covington Trust316092113ENHANCED LARGE904$32.8K<0.1%+833+1,173.2%Added–
CBTCabot CorpCOM436$32.8K<0.1%+57+15.0%AddedHistory
SBSISouthside Bancshares IncCOM1,058$32.9K<0.1%+71+7.2%AddedHistory
HRLHormel Foods CorpCOM1,455$33.0K<0.1%+531+57.5%AddedHistory
VETVermilion Energy Inc.COM2,397$33.0K<0.1%+1,714+251.0%AddedHistory
CRKComstock Resources IncCOM1,568$33.1K<0.1%+371+31.0%AddedHistory
BMIBadger Meter IncCOM217$33.1K<0.1%−2−0.9%ReducedHistory
Invesco Exch Traded FD Tr II46138E537NATL AMT MUNI1,442$33.1K<0.1%−484−25.1%Reduced–
ANLAdlai Nortye Group Ltd.ADS4,794$33.2K<0.1%00.0%UnchangedHistory

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