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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
LRNStride, Inc.COM432$38.1K<0.1%+225+108.7%AddedHistory
CNSCohen & Steers, Inc.COM610$38.2K<0.1%+287+88.9%AddedHistory
STNEStoneCo Ltd.COM2,705$38.2K<0.1%+1,180+77.4%AddedHistory
Pacer Trendpilot US Mid Cap ETF69374H204ETF1,047$38.3K<0.1%+19+1.8%Added–
FLNCFluence Energy, Inc.COM CL A2,782$38.3K<0.1%+672+31.8%AddedHistory
Defiance Quantum ETF26922A420ETF358$38.4K<0.1%−131−26.8%Reduced–
VISTVista Energy, S.A.B. de C.V.SPONSORED ADS512$38.6K<0.1%+163+46.7%AddedHistory
STRAStrategic Education, Inc.COM466$38.7K<0.1%−152−24.6%ReducedHistory
AKRAcadia Realty TrustCOM SH BEN INT2,023$38.7K<0.1%−370−15.5%ReducedHistory
MGEEMge Energy IncCOM502$38.8K<0.1%+99+24.6%AddedHistory
UFPIUfp Industries IncCOM423$39.0K<0.1%−18−4.1%ReducedHistory
TPCTutor Perini CorpCOM505$39.0K<0.1%−31−5.8%ReducedHistory
FOLDAmicus Therapeutics, Inc.COM2,700$39.0K<0.1%−3,096−53.4%ReducedHistory
DSGXDescartes Systems Group IncCOM548$39.2K<0.1%+200+57.5%AddedHistory
SNAPSnap IncStock8,525$39.2K<0.1%+4,907+135.6%AddedHistory
AVALGrupo Aval Acciones Y Valores S.A.SPONSORED ADS8,937$39.3K<0.1%+637+7.7%AddedHistory
Franklin Templeton ETF Tr35473P827FTSE CANADA807$39.5K<0.1%00.0%Unchanged–
KBHKB HomeCOM764$39.5K<0.1%−25−3.2%ReducedHistory
UHAL.BU-Haul Holding CoCOM SER N887$39.6K<0.1%+85+10.6%AddedHistory
FSCOFS Credit Opportunities Corp.COMMON STOCK7,773$39.6K<0.1%00.0%UnchangedHistory
Capital Group Equity ETF Tr14022A102US SM MI CA ETF1,353$39.7K<0.1%+97+7.7%Added–
TSLXSixth Street Specialty Lending, Inc.COM2,169$39.9K<0.1%+276+14.6%AddedHistory
PENNPENN Entertainment, Inc.COM2,655$39.9K<0.1%−3,432−56.4%ReducedHistory
SBCFSeacoast Banking Corp of FloridaCOM NEW1,318$39.9K<0.1%+164+14.2%AddedHistory
CMCLCaledonia Mining Corp PlcSHS NEW1,768$39.9K<0.1%+163+10.2%AddedHistory
AMTMAmentum Holdings, Inc.COM1,532$40.0K<0.1%−321−17.3%ReducedHistory
SNDRSchneider National, Inc.CL B1,516$40.0K<0.1%+489+47.6%AddedHistory
GTMZoomInfo Technologies Inc.Stock6,685$40.0K<0.1%−3,286−33.0%ReducedHistory
ACMRACM Research, Inc.Stock1,019$40.1K<0.1%+74+7.8%AddedHistory
GTGoodyear Tire & Rubber CoCOM6,048$40.1K<0.1%+5,248+656.0%AddedHistory
HGVHilton Grand Vacations Inc.COM1,026$40.1K<0.1%+157+18.1%AddedHistory
Legg Mason ETF Invt52468L505FRANKLIN INTL LW991$40.2K<0.1%+3+0.3%Added–
NZFNuveen Municipal Credit Income FundCOM SH BEN INT3,300$40.2K<0.1%00.0%UnchangedHistory
Fidelity Covington Trust31609A107ENHANCED LARGE1,151$40.2K<0.1%+232+25.2%Added–
Victory Portfolios II92647N766VCSHS US 500 VOL440$40.2K<0.1%+1+0.2%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX805$40.2K<0.1%−115−12.5%Reduced–
Invesco Exchange Traded FD T46137V431S&P 500 GARP ETF375$40.4K<0.1%00.0%Unchanged–
LXPLXP Industrial TrustCOM874$40.4K<0.1%+176+25.2%AddedHistory
SXIStandex International CorpCOM159$40.5K<0.1%+31+24.2%AddedHistory
State Street Real Estate Select Sector SPDR ETF81369Y860ETF993$40.5K<0.1%00.0%Unchanged–
CBZCBIZ, Inc.COM1,512$40.6K<0.1%+1,315+667.5%AddedHistory
ZGZillow Group, Inc.CL A984$40.7K<0.1%+637+183.6%AddedHistory
FBINFortune Brands Innovations, Inc.COM1,048$40.8K<0.1%+255+32.2%AddedHistory
EOSEaton Vance Enhanced Equity Income Fund IICOM2,000$40.9K<0.1%00.0%UnchangedHistory
TRTootsie Roll Industries IncCOM958$40.9K<0.1%+311+48.1%AddedHistory
KMTKennametal IncCOM1,137$41.1K<0.1%+176+18.3%AddedHistory
UDRUDR, Inc.COM1,219$41.2K<0.1%+574+89.0%AddedHistory
SRCE1st Source CorpCOM595$41.2K<0.1%+30+5.3%AddedHistory
Goldman Sachs ETF Tr381430230ULTR SHOR BD ETF816$41.2K<0.1%−1,327−61.9%Reduced–
STLAStellantis N.V.SHS5,840$41.4K<0.1%+27+0.5%AddedHistory
SHBIShore Bancshares IncCOM2,220$41.5K<0.1%+52+2.4%AddedHistory
MAPSWM Technology, Inc.COM62,989$41.5K<0.1%+1,833+3.0%AddedHistory
BYByline Bancorp, Inc.COM1,317$41.6K<0.1%+146+12.5%AddedHistory
POWIPower Integrations IncCOM814$41.7K<0.1%+453+125.5%AddedHistory
BAHBooz Allen Hamilton Holding CorpCL A535$41.7K<0.1%−183−25.5%ReducedHistory
AAMIAcadian Asset Management Inc.COM767$41.7K<0.1%−2−0.3%ReducedHistory
American Centy ETF Tr025072323AVAN US SMAL ETF672$41.9K<0.1%+336+100.0%Added–
BOKFBok Financial CorpCOM NEW327$41.9K<0.1%+52+18.9%AddedHistory
DJTTrump Media & Technology Group Corp.Stock4,514$41.9K<0.1%+806+21.7%AddedHistory
SRRKScholar Rock Holding CorpCOM855$42.0K<0.1%−17−1.9%ReducedHistory
FLUTFlutter Entertainment plcSHS413$42.1K<0.1%+56+15.7%AddedHistory
NICENICE Ltd.SPONSORED ADR382$42.1K<0.1%+168+78.5%AddedHistory
TTITetra Technologies IncCOM4,944$42.1K<0.1%−1,260−20.3%ReducedHistory
IMAXImax CorpCOM1,111$42.2K<0.1%+170+18.1%AddedHistory
VIAVViavi Solutions Inc.COM1,272$42.3K<0.1%+14+1.1%AddedHistory
ACADAcadia Pharmaceuticals IncCOM1,902$42.3K<0.1%+461+32.0%AddedHistory
EBCEastern Bankshares, Inc.COM2,166$42.4K<0.1%+529+32.3%AddedHistory
TTEKTetra Tech IncCOM1,408$42.4K<0.1%−1,539−52.2%ReducedHistory
OUTOUTFRONT Media Inc.REIT1,610$42.7K<0.1%+686+74.2%AddedHistory
CCDCalamos Dynamic Convertible & Income FundCOM2,000$42.7K<0.1%00.0%UnchangedHistory
KWRQuaker Chemical CorpCOM344$42.7K<0.1%+117+51.5%AddedHistory
CELHCelsius Holdings, Inc.COM NEW1,207$42.8K<0.1%−294−19.6%ReducedHistory
BLDQXO Insulation, LLCStock122$42.9K<0.1%+17+16.2%AddedHistory
Vanguard Intl Equity Index F922042676GLB EX US ETF965$42.9K<0.1%00.0%Unchanged–
SMPLSimply Good Foods CoCOM2,995$43.0K<0.1%+2,125+244.3%AddedHistory
Innovator ETFs Trust45782C813US EQTY PWR BUF939$43.2K<0.1%−4,963−84.1%Reduced–
CIFRCipher Digital Inc.COM3,357$43.2K<0.1%+2,423+259.4%AddedHistory
ELFe.l.f. Beauty, Inc.COM713$43.2K<0.1%+564+378.5%AddedHistory
RIGTransocean Ltd.REGISTERED SHS6,536$43.3K<0.1%+1,391+27.0%AddedHistory
ABGAsbury Automotive Group IncCOM223$43.6K<0.1%+36+19.3%AddedHistory
GBCIGlacier Bancorp, Inc.COM976$43.6K<0.1%+73+8.1%AddedHistory
SOHUSohu.com LtdSPONSORED ADS2,834$43.8K<0.1%+1,241+77.9%AddedHistory
KMPRKEMPER CorpCOM1,433$43.8K<0.1%−179−11.1%ReducedHistory
ACLSAxcelis Technologies IncStock471$43.8K<0.1%+60+14.6%AddedHistory
MYIBlackRock Muniyield Quality Fund III, Inc.COM4,173$43.9K<0.1%+4,173NewHistory
VISNVistance Networks, Inc.COM2,412$43.9K<0.1%−641−21.0%ReducedHistory
MANUManchester United plcORD CL A2,611$43.9K<0.1%+1,076+70.1%AddedHistory
LFSTLifeStance Health Group, Inc.COM6,909$44.0K<0.1%+5,404+359.1%AddedHistory
UWMCUWM Holdings CorpCOM CL A12,164$44.0K<0.1%+855+7.6%AddedHistory
VanEck ETF Trust92189F528VANECK SHRT MUNI2,546$44.0K<0.1%−17,431−87.3%Reduced–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,218$44.2K<0.1%00.0%Unchanged–
Exchange Listed FDS Tr30151E517LONG POND REAL E1,698$44.2K<0.1%+1,698New–
NWBINorthwest Bancshares, Inc.COM3,486$44.2K<0.1%−221−6.0%ReducedHistory
IPARInterparfums IncCOM487$44.2K<0.1%+124+34.2%AddedHistory
FRMEFirst Merchants CorpCOM1,146$44.4K<0.1%+133+13.1%AddedHistory
WYNNWynn Resorts LtdCOM438$44.5K<0.1%+11+2.6%AddedHistory
DNOWDNOW Inc.COM3,734$44.5K<0.1%+105+2.9%AddedHistory
SERVServe Robotics Inc.COM5,274$44.5K<0.1%+2,082+65.2%AddedHistory
ABVXAbivax S.A.SPONSORED ADS400$44.5K<0.1%+25+6.7%AddedHistory
DHILDiamond Hill Investment Group IncCOM NEW259$44.6K<0.1%+5+2.0%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