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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
DKDelek US Holdings, Inc.COM1,107$49.9K<0.1%+139+14.4%AddedHistory
TEVATeva Pharmaceutical Industries LtdSPONSORED ADS1,658$49.9K<0.1%+647+64.0%AddedHistory
GOLFAcushnet Holdings Corp.COM535$50.0K<0.1%+163+43.8%AddedHistory
KFYKorn FerryCOM NEW795$50.0K<0.1%−2−0.3%ReducedHistory
ANABAnaptysbio, IncCOM903$50.1K<0.1%+28+3.2%AddedHistory
Bondbloxx ETF Trust09789C812BLOOMBERG TEN YR1,093$50.1K<0.1%+274+33.5%Added–
DOLEDole plcORD SHS3,510$50.2K<0.1%−893−20.3%ReducedHistory
NPKNational Presto Industries IncCOM366$50.2K<0.1%−9−2.4%ReducedHistory
OTEXOpen Text CorpCOM2,262$50.3K<0.1%+98+4.5%AddedHistory
State Street Materials Select Sector SPDR ETF81369Y100ETF1,007$50.3K<0.1%00.0%Unchanged–
POWLPowell Industries IncStock93$50.3K<0.1%−10−9.7%ReducedHistory
LPXLouisiana-Pacific CorpCOM692$50.3K<0.1%+143+26.0%AddedHistory
SJMJ M SMUCKER CoStock523$50.4K<0.1%+247+89.5%AddedHistory
YETIYETI Holdings, Inc.COM1,380$50.5K<0.1%+178+14.8%AddedHistory
BBIOBridgeBio Pharma, Inc.COM681$50.6K<0.1%+149+28.0%AddedHistory
NHINational Health Investors IncCOM626$50.6K<0.1%+160+34.3%AddedHistory
NWNNorthwest Natural Holding CoCOM952$50.7K<0.1%+48+5.3%AddedHistory
JDJD.com, Inc.SPON ADS CL A1,713$50.7K<0.1%+589+52.4%AddedHistory
XYZBlock, Inc.CL A843$50.7K<0.1%+136+19.2%AddedHistory
HMNHorace Mann Educators CorpCOM1,189$50.7K<0.1%+234+24.5%AddedHistory
HOPEHope Bancorp IncCOM4,552$50.8K<0.1%−298−6.1%ReducedHistory
JMIAJumia Technologies AGSPONSORED ADS7,388$51.0K<0.1%+3,221+77.3%AddedHistory
AXIAYAXIA Energia S.A.SPONSORED ADR4,524$51.0K<0.1%+1,723+61.5%AddedHistory
IAGIamgold CorpCOM2,712$51.0K<0.1%+1,150+73.6%AddedHistory
CPTCamden Property TrustREIT523$51.0K<0.1%+35+7.2%AddedHistory
CPKChesapeake Utilities CorpCOM404$51.1K<0.1%+79+24.3%AddedHistory
MODModine Manufacturing CoCOM236$51.1K<0.1%−151−39.0%ReducedHistory
MMacy's, Inc.COM2,834$51.3K<0.1%−265−8.6%ReducedHistory
LILi Auto Inc.SPONSORED ADS2,878$51.3K<0.1%+1,762+157.9%AddedHistory
ASRSoutheast Airport GroupSPON ADR SER B153$51.4K<0.1%−3−1.9%ReducedHistory
MAINMain Street Capital CORPCEF972$51.5K<0.1%+17+1.8%AddedHistory
CSWCCapital Southwest CorpCOM2,329$51.5K<0.1%−468−16.7%ReducedHistory
FCPTFour Corners Property Trust, Inc.COM2,181$51.6K<0.1%+667+44.1%AddedHistory
PAYCPaycom Software, Inc.Stock424$51.6K<0.1%+103+32.1%AddedHistory
HFWAHeritage Financial CorpCOM1,987$51.7K<0.1%+32+1.6%AddedHistory
FRSHFreshworks Inc.Stock6,459$51.9K<0.1%−5,584−46.4%ReducedHistory
Capital Group Equity ETF Tr14022A300US LRG VALUE ETF1,942$51.9K<0.1%00.0%Unchanged–
ASOAcademy Sports & Outdoors, Inc.COM921$52.0K<0.1%+258+38.9%AddedHistory
MSGSMadison Square Garden Sports Corp.CL A162$52.1K<0.1%+42+35.0%AddedHistory
PEOAdams Natural Resources Fund, Inc.COM1,873$52.1K<0.1%00.0%UnchangedHistory
PATHUiPath, Inc.Stock4,693$52.1K<0.1%−275−5.5%ReducedHistory
ABEVAmbev S.A.SPONSORED ADR17,859$52.1K<0.1%+954+5.6%AddedHistory
FISIFinancial Institutions IncCOM1,645$52.2K<0.1%−4−0.2%ReducedHistory
ENVAEnova International, Inc.COM385$52.3K<0.1%+48+14.2%AddedHistory
JJSFJ&J Snack Foods CorpCOM661$52.4K<0.1%+228+52.7%AddedHistory
IOSPInnospec Inc.COM718$52.4K<0.1%+35+5.1%AddedHistory
FLNGFlex LNG Ltd.SHS1,775$52.7K<0.1%−19−1.1%ReducedHistory
MNSOMINISO Group Holding LtdSPONSORED ADS3,256$52.7K<0.1%+664+25.6%AddedHistory
RBB FD Inc74933W601MOTLEY FOL ETF800$52.8K<0.1%00.0%Unchanged–
Franklin Templeton ETF Tr35473P819FTSE CHINA2,362$52.9K<0.1%−1,108−31.9%Reduced–
BF.ABrown Forman CorpCL A1,975$52.9K<0.1%−153−7.2%ReducedHistory
MRCYMercury Systems IncCOM727$53.0K<0.1%−69−8.7%ReducedHistory
OMABCentral North Airport GroupSPON ADR462$53.0K<0.1%+78+20.3%AddedHistory
BKUBankUnited, Inc.COM1,174$53.0K<0.1%+5+0.4%AddedHistory
JOEST JOE CoCOM847$53.2K<0.1%+168+24.7%AddedHistory
Exchange Traded Concepts Tru301505475RANG NUCL RE ETF811$53.3K<0.1%+25+3.2%Added–
FCFFirst Commonwealth Financial CorpCOM3,038$53.4K<0.1%+191+6.7%AddedHistory
MLTXMoonLake ImmunotherapeuticsCLASS A ORD2,867$53.4K<0.1%+1,974+221.1%AddedHistory
HTOH2O AmericaCOM911$53.4K<0.1%+394+76.2%AddedHistory
iShares Tr46436E601ESG MSCI EM LDRS923$53.5K<0.1%+57+6.6%Added–
NBRNabors Industries LtdSHS622$53.5K<0.1%+141+29.3%AddedHistory
MDPediatrix Medical Group, Inc.COM2,515$53.8K<0.1%+1,100+77.7%AddedHistory
ECPGEncore Capital Group IncCOM769$53.9K<0.1%+52+7.3%AddedHistory
iShares Tr46434V787YLD OPTIM BD2,397$54.0K<0.1%−110−4.4%Reduced–
OFGOfg BancorpCOM1,339$54.2K<0.1%−10−0.7%ReducedHistory
BRKRBruker CorpCOM1,500$54.2K<0.1%+1,263+532.9%AddedHistory
APGEApogee Therapeutics, Inc.COM645$54.3K<0.1%+246+61.7%AddedHistory
COLMColumbia Sportswear CoCOM992$54.4K<0.1%−241−19.5%ReducedHistory
Franklin Templeton ETF Tr35473P462BRANDYWINEGLOBAL3,692$54.5K<0.1%+3,692New–
EFOREverforth IncCOM1,414$54.7K<0.1%+748+112.3%AddedHistory
CWTCalifornia Water Service GroupCOM1,209$54.8K<0.1%+606+100.5%AddedHistory
WHRWhirlpool CorpStock1,018$54.9K<0.1%+774+317.2%AddedHistory
DXPEDXP Enterprises IncCOM NEW394$55.1K<0.1%−9−2.2%ReducedHistory
AUBAtlantic Union Bankshares CorpCOM1,544$55.2K<0.1%+318+25.9%AddedHistory
FCNFti Consulting, IncCOM314$55.5K<0.1%+10+3.3%AddedHistory
BRZEBraze, Inc.Stock2,355$55.6K<0.1%+1,531+185.8%AddedHistory
HXLHexcel CorpCOM688$55.7K<0.1%+57+9.0%AddedHistory
GFLGFL Environmental Inc.SUB VTG SHS1,335$55.7K<0.1%+360+36.9%AddedHistory
HCIHCI Group, Inc.COM361$55.8K<0.1%−197−35.3%ReducedHistory
CPFCentral Pacific Financial CorpCOM NEW1,747$55.8K<0.1%+5+0.3%AddedHistory
DTDynatrace, Inc.Stock1,512$55.9K<0.1%+811+115.7%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A2,367$56.0K<0.1%+1,306+123.1%AddedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK2,295$56.0K<0.1%+383+20.0%AddedHistory
PATKPatrick Industries IncCOM505$56.1K<0.1%−1,501−74.8%ReducedHistory
TCOMTrip.com Group LtdADS1,127$56.1K<0.1%+218+24.0%AddedHistory
BCOBrinks CoCOM542$56.2K<0.1%+21+4.0%AddedHistory
STRLSterling Infrastructure, Inc.COM138$56.2K<0.1%+31+29.0%AddedHistory
ERIEErie Indemnity CoCL A224$56.3K<0.1%+167+293.0%AddedHistory
BSACBanco Santander ChileSP ADR REP COM1,688$56.4K<0.1%+653+63.1%AddedHistory
ECCEagle Point Credit CoCOM15,000$56.4K<0.1%+5,000+50.0%AddedHistory
BCPCBalchem CorpCOM334$56.6K<0.1%−8−2.3%ReducedHistory
EMAEmera IncCOM1,093$56.7K<0.1%+385+54.4%AddedHistory
BXPBXP, Inc.COM1,094$56.8K<0.1%−209−16.0%ReducedHistory
REALTheRealReal, Inc.COM6,253$56.8K<0.1%+1,253+25.1%AddedHistory
CRDOCredo Technology Group Holding LtdStock605$56.8K<0.1%−122−16.8%ReducedHistory
Clearway Energy, Inc.18539C105CL A1,451$56.8K<0.1%+566+64.0%Added–
ACIWAci Worldwide, Inc.Stock1,388$56.9K<0.1%+444+47.0%AddedHistory
FRPTFreshpet, Inc.Stock968$57.1K<0.1%−100−9.4%ReducedHistory
STAGSTAG Industrial, Inc.COM1,583$57.1K<0.1%+285+22.0%AddedHistory
MTRNMATERION CorpCOM395$57.1K<0.1%+72+22.3%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