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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
SUNBSunbelt Rentals Holdings, Inc.SHS510$33.2K<0.1%+510NewHistory
RYZRyerson Holding CorpCOM1,483$33.3K<0.1%+1,091+278.3%AddedHistory
ZETAZeta Global Holdings Corp.CL A2,095$33.4K<0.1%+1,406+204.1%AddedHistory
HCCWarrior Met Coal, Inc.COM359$33.4K<0.1%−92−20.4%ReducedHistory
CIGIColliers International Group Inc.SUB VTG SHS313$33.5K<0.1%+98+45.6%AddedHistory
FFBCFirst Financial BancorpCOM1,201$33.5K<0.1%+122+11.3%AddedHistory
KRMNKarman Holdings Inc.COMMON STOCK419$33.5K<0.1%+33+8.5%AddedHistory
KRCKilroy Realty CorpCOM1,189$33.5K<0.1%−292−19.7%ReducedHistory
ASTEAstec Industries IncCOM626$33.7K<0.1%+32+5.4%AddedHistory
Expro Group Holdings N.V.N33462107COM1,936$33.7K<0.1%+134+7.4%Added–
HNRGHallador Energy CoStock2,071$33.7K<0.1%−4−0.2%ReducedHistory
NBHCNational Bank Holdings CorpCL A862$33.8K<0.1%+98+12.8%AddedHistory
SITMSITIME CorpCOM98$33.8K<0.1%−5−4.9%ReducedHistory
WBWEIBO CorpSPONSORED ADR3,876$33.9K<0.1%+2,990+337.5%AddedHistory
HASIHA Sustainable Infrastructure Capital, Inc.COM924$34.0K<0.1%+231+33.3%AddedHistory
LXFRLuxfer Holdings PLCSHS2,793$34.0K<0.1%+1,083+63.3%AddedHistory
NUVLNuvalent, Inc.COM333$34.1K<0.1%+195+141.3%AddedHistory
WSBFWaterstone Financial, Inc.COM1,895$34.2K<0.1%−43−2.2%ReducedHistory
NSSCNapco Security Technologies, IncStock871$34.3K<0.1%+90+11.5%AddedHistory
AMBAAmbarella IncSHS668$34.4K<0.1%+252+60.6%AddedHistory
BSBRBanco Santander (Brasil) S.A.ADS REP 1 UNIT5,804$34.4K<0.1%+4,153+251.5%AddedHistory
WRLDWorld Acceptance CorpCOM255$34.4K<0.1%+129+102.4%AddedHistory
OTTROtter Tail CorpCOM393$34.5K<0.1%+17+4.5%AddedHistory
NATNordic American Tankers LtdCOM5,899$34.6K<0.1%+116+2.0%AddedHistory
Pacer Trendpilot International ETF69374H683ETF1,063$34.6K<0.1%00.0%Unchanged–
CWSTCasella Waste Systems IncCL A436$34.6K<0.1%+99+29.4%AddedHistory
BNTBrookfield Wealth Solutions Ltd.CL A EXCHANGEAB837$34.7K<0.1%+561+203.3%AddedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF379$34.7K<0.1%+254+203.2%Added–
HYTBlackRock Corporate High Yield Fund, Inc.COM4,074$34.7K<0.1%−280−6.4%ReducedHistory
IBPInstalled Building Products, Inc.COM131$34.7K<0.1%+16+13.9%AddedHistory
Global X FDS37954Y848GLOBAL X SILVER386$34.8K<0.1%+386New–
Ssga Active ETF Tr78467V848ST STR TOTAL ETF877$34.9K<0.1%00.0%Unchanged–
CVCOCavco Industries, Inc.COM72$34.9K<0.1%+15+26.3%AddedHistory
iShares Tr46429B7470-5 YR TIPS ETF339$35.0K<0.1%+26+8.3%Added–
OPLNOPENLANE, Inc.COM1,203$35.1K<0.1%−206−14.6%ReducedHistory
THFFFirst Financial CorpStock556$35.1K<0.1%+24+4.5%AddedHistory
GTYGetty Realty CorpCOM1,105$35.1K<0.1%+147+15.3%AddedHistory
UGPUltrapar Holdings IncSP ADR REP COM6,383$35.2K<0.1%+1,982+45.0%AddedHistory
Columbia ETF Tr I19761L607MULTI SEC MUNI1,715$35.2K<0.1%−7,673−81.7%Reduced–
State Street SPDR Portfolio S&P 400 Mid Cap ETF78464A847ETF593$35.2K<0.1%+228+62.5%Added–
KNSLKinsale Capital Group, Inc.Stock103$35.2K<0.1%+4+4.0%AddedHistory
SMSM Energy CoCOM1,129$35.2K<0.1%+868+332.6%AddedHistory
ALKAlaska Air Group, Inc.COM959$35.3K<0.1%+69+7.8%AddedHistory
iShares Tr46429B333GNMA BOND ETF796$35.3K<0.1%+341+74.9%Added–
IVTInvenTrust Properties Corp.COM NEW1,159$35.3K<0.1%+168+17.0%AddedHistory
FTDRFrontdoor, Inc.COM669$35.4K<0.1%+128+23.7%AddedHistory
ZIMZIM Integrated Shipping Services Ltd.SHS1,343$35.4K<0.1%+34+2.6%AddedHistory
J P Morgan Exchange Traded F46641Q647MUNICIPAL ETF709$35.4K<0.1%−137−16.2%Reduced–
TGTXTG Therapeutics, Inc.COM1,068$35.5K<0.1%+365+51.9%AddedHistory
Vanguard Admiral FDS Inc921932885MIDCP 400 IDX311$35.6K<0.1%00.0%Unchanged–
APLEApple Hospitality REIT, Inc.REIT3,103$35.7K<0.1%+705+29.4%AddedHistory
Innovator ETFs Trust45782C359EMRGNG MKT APRIL1,197$35.8K<0.1%−40−3.2%Reduced–
LBLandBridge Co LLCCL A518$35.8K<0.1%+440+564.1%AddedHistory
FETForum Energy Technologies, Inc.COM610$35.8K<0.1%+32+5.5%AddedHistory
JOYYJOYY Inc.ADS REPSTG COM A613$35.8K<0.1%+384+167.7%AddedHistory
EEFTEuronet Worldwide, Inc.COM540$35.8K<0.1%−185−25.5%ReducedHistory
SIGSignet Jewelers LtdSHS424$35.9K<0.1%−267−38.6%ReducedHistory
GIIIG III Apparel Group LtdCOM1,297$35.9K<0.1%−165−11.3%ReducedHistory
YMMFull Truck Alliance Co. Ltd.SPONSORED ADS4,332$36.0K<0.1%+614+16.5%AddedHistory
MTSIMACOM Technology Solutions Holdings, Inc.COM162$36.0K<0.1%−2−1.2%ReducedHistory
TRSTTrustco Bank Corp N YCOM NEW822$36.0K<0.1%+51+6.6%AddedHistory
LPGDorian LPG Ltd.SHS USD1,054$36.0K<0.1%+119+12.7%AddedHistory
BANCBanc of California, Inc.COM2,060$36.2K<0.1%+37+1.8%AddedHistory
ASBAssociated Banc-CorpCOM1,404$36.3K<0.1%+186+15.3%AddedHistory
FLGFlagstar Bank, National AssociationStock2,759$36.3K<0.1%+76+2.8%AddedHistory
TXTernium S.A.SPONSORED ADS905$36.3K<0.1%+201+28.6%AddedHistory
SKTTanger Inc.COM1,071$36.4K<0.1%+103+10.6%AddedHistory
KGSKodiak Gas Services, Inc.COM624$36.4K<0.1%−47−7.0%ReducedHistory
PENPenumbra IncCOM111$36.4K<0.1%+3+2.8%AddedHistory
BBTBeacon Financial CorpCOM1,218$36.5K<0.1%−63−4.9%ReducedHistory
BANRBanner CorpCOM NEW603$36.6K<0.1%−14−2.3%ReducedHistory
DRHDiamondRock Hospitality CoCOM3,914$36.7K<0.1%+478+13.9%AddedHistory
BILIBilibili Inc.SPONS ADS REP Z1,628$36.7K<0.1%+706+76.6%AddedHistory
GGALGrupo Financiero Galicia SASPONSORED ADR787$36.8K<0.1%−450−36.4%ReducedHistory
CMRECostamare Inc.SHS2,179$36.8K<0.1%+422+24.0%AddedHistory
RLIRli CorpCOM647$36.9K<0.1%+162+33.4%AddedHistory
MMYTMakeMyTrip LtdStock990$36.9K<0.1%+422+74.3%AddedHistory
RZLVRezolve AI PLCORD SHS14,428$36.9K<0.1%+3,150+27.9%AddedHistory
PRMBPrimo Brands CorpCLASS A COM SHS1,962$36.9K<0.1%+853+76.9%AddedHistory
FBNCFirst BancorpCOM656$37.0K<0.1%−72−9.9%ReducedHistory
ABTCAmerican Bitcoin Corp.COM CL A40,000$37.0K<0.1%+40,000NewHistory
ALHCAlignment Healthcare, Inc.COM2,102$37.0K<0.1%+174+9.0%AddedHistory
HCSGHealthcare Services Group IncCOM1,999$37.1K<0.1%−400−16.7%ReducedHistory
CVICVR Energy IncCOM1,102$37.1K<0.1%+339+44.4%AddedHistory
KSPIJoint Stock Co Kaspi.kzSPONSORED ADS501$37.1K<0.1%+483+2,683.3%AddedHistory
ARDXArdelyx, Inc.COM6,199$37.1K<0.1%+763+14.0%AddedHistory
IESCIES Holdings, Inc.COM78$37.2K<0.1%+8+11.4%AddedHistory
Vanguard Fixed Income Secs F922031687HIGH-YIELD ACTV500$37.2K<0.1%00.0%Unchanged–
FGF&G Annuities & Life, Inc.COMMON STOCK1,472$37.3K<0.1%−102−6.5%ReducedHistory
XMTRXometry, Inc.CLASS A COM915$37.4K<0.1%+2+0.2%AddedHistory
NFJVirtus Dividend, Interest & Premium Strategy FundCOM2,965$37.4K<0.1%00.0%UnchangedHistory
RUNSunrun Inc.COM2,760$37.4K<0.1%+363+15.1%AddedHistory
LUMNLumen Technologies, Inc.Stock5,413$37.6K<0.1%−150−2.7%ReducedHistory
Direxion Shs ETF Tr25460G781DLY GOLD INDX 2X200$37.6K<0.1%00.0%Unchanged–
MTXMinerals Technologies IncCOM531$37.7K<0.1%+49+10.2%AddedHistory
BFHBread Financial Holdings, Inc.COM504$37.7K<0.1%−7−1.4%ReducedHistory
WASHWashington Trust Bancorp IncCOM1,132$37.9K<0.1%+117+11.5%AddedHistory
iShares Inc464286202MSCI AUSTRIA ETF1,071$38.0K<0.1%+867+425.0%Added–
TFSLTFS Financial CORPCOM2,706$38.0K<0.1%+841+45.1%AddedHistory
BXMTBlackstone Mortgage Trust, Inc.COM CL A1,986$38.0K<0.1%+365+22.5%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