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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
SNDASonida Senior Living, Inc.COM2,058$66.4K<0.1%+2,058NewHistory
AGNTAGNT, Inc.COM11,081$66.4K<0.1%−429−3.7%ReducedHistory
USALiberty All Star Equity FundSH BEN INT12,000$66.6K<0.1%00.0%UnchangedHistory
INFYInfosys LtdSPONSORED ADR4,935$66.7K<0.1%−957−16.2%ReducedHistory
SUNSunoco LPCOM UT REP LP1,027$66.7K<0.1%−1,450−58.5%ReducedHistory
CFFNCapitol Federal Financial, Inc.COM9,376$66.8K<0.1%−768−7.6%ReducedHistory
MATMattel IncCOM4,620$67.1K<0.1%−1,960−29.8%ReducedHistory
THQabrdn Healthcare Opportunities FundSHS4,000$67.2K<0.1%00.0%UnchangedHistory
INDVIndivior Pharmaceuticals, Inc.COM2,206$67.2K<0.1%+1,472+200.5%AddedHistory
MCMoelis & CoCL A1,183$67.4K<0.1%+363+44.3%AddedHistory
INDBIndependent Bank CorpCOM898$67.5K<0.1%+193+27.4%AddedHistory
TFPMTriple Flag Precious Metals Corp.Stock1,947$67.6K<0.1%+730+60.0%AddedHistory
MDUMdu Resources Group IncStock3,268$67.7K<0.1%+159+5.1%AddedHistory
AGOAssured Guaranty LtdCOM832$67.8K<0.1%+66+8.6%AddedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B839$67.9K<0.1%+313+59.5%AddedHistory
iShares S&P Small-Cap 600 Value ETF464287879ETF574$68.0K<0.1%−1,698−74.7%Reduced–
ADMAAdma Biologics, Inc.COM7,559$68.1K<0.1%+1,162+18.2%AddedHistory
BZKanzhun LtdSPONSORED ADS5,104$68.3K<0.1%−1,716−25.2%ReducedHistory
GWREGuidewire Software, Inc.COM457$68.3K<0.1%−339−42.6%ReducedHistory
BULLWebull CorpORD SHS14,260$68.4K<0.1%+12,544+731.0%AddedHistory
OXLCOxford Lane Capital Corp.COM7,000$68.5K<0.1%+2,700+62.8%AddedHistory
GPKGraphic Packaging Holding CoCOM6,904$68.6K<0.1%+273+4.1%AddedHistory
CECelanese CorpStock1,044$68.6K<0.1%+413+65.5%AddedHistory
GNTXGentex CorpCOM3,142$68.7K<0.1%+1,283+69.0%AddedHistory
ERASErasca, Inc.COM4,249$68.7K<0.1%+1,859+77.8%AddedHistory
ALMSAlumis Inc.COM3,131$69.0K<0.1%+2,684+600.4%AddedHistory
HSICHenry Schein IncCOM936$69.0K<0.1%+586+167.4%AddedHistory
LPLLG Display Co., Ltd.SPONS ADR REP17,799$69.1K<0.1%+8,032+82.2%AddedHistory
UBSIUnited Bankshares IncCOM1,679$69.5K<0.1%+187+12.5%AddedHistory
SOFISoFi Technologies, Inc.Stock4,387$69.7K<0.1%+998+29.4%AddedHistory
LYFTLyft, Inc.CL A COM5,244$69.7K<0.1%−25,608−83.0%ReducedHistory
TRMKTrustmark CorpCOM1,657$69.8K<0.1%+314+23.4%AddedHistory
CARAvis Budget Group, Inc.COM480$70.0K<0.1%+41+9.3%AddedHistory
WUWestern Union COStock8,020$70.0K<0.1%+1,509+23.2%AddedHistory
FIBKFirst Interstate Bancsystem IncCOM2,099$70.1K<0.1%+315+17.7%AddedHistory
NMIHNMI Holdings, Inc.COM1,874$70.3K<0.1%−108−5.4%ReducedHistory
DYDycom Industries IncCOM208$70.5K<0.1%+5+2.5%AddedHistory
NTCTNetscout Systems IncCOM2,220$70.6K<0.1%+14+0.6%AddedHistory
Kraneshares Trust500767306CSI CHI INTERNET2,483$70.6K<0.1%+30+1.2%Added–
NWLNewell Brands Inc.Stock20,629$70.8K<0.1%+9,354+83.0%AddedHistory
IBOCInternational Bancshares CorpCOM1,055$71.0K<0.1%+35+3.4%AddedHistory
Capital Group New Geography14021N105SHS2,251$71.1K<0.1%00.0%Unchanged–
PTCTPTC Therapeutics, Inc.COM1,045$71.2K<0.1%+151+16.9%AddedHistory
IRWDIronwood Pharmaceuticals IncCOM CL A20,336$71.4K<0.1%+6,656+48.7%AddedHistory
COMPCompass, Inc.CL A9,779$71.5K<0.1%+8,529+682.3%AddedHistory
CAPLCrossAmerica Partners LPUT LTD PTN INT3,450$71.7K<0.1%00.0%UnchangedHistory
HLNEHamilton Lane INCCL A722$71.7K<0.1%+112+18.4%AddedHistory
KDKyndryl Holdings, Inc.Stock5,469$71.8K<0.1%+1,073+24.4%AddedHistory
iShares Russell 2000 Growth ETF464287648ETF229$71.9K<0.1%+20+9.6%Added–
ACTEnact Holdings, Inc.COM1,761$71.9K<0.1%+24+1.4%AddedHistory
PFGCPerformance Food Group CoCOM840$72.0K<0.1%+85+11.3%AddedHistory
DHTDHT Holdings, Inc.SHS NEW3,943$72.0K<0.1%+272+7.4%AddedHistory
BRBRBellring Brands, Inc.Stock4,488$72.2K<0.1%+1,809+67.5%AddedHistory
RBRKRubrik, Inc.Stock1,476$72.3K<0.1%+1,062+256.5%AddedHistory
PCVXVaxcyte, Inc.COM1,248$72.5K<0.1%+507+68.4%AddedHistory
Franklin Templeton ETF Tr35473P710FTSE SOUTH KOREA1,822$72.6K<0.1%+608+50.1%Added–
BGBunge Global SACOM SHS572$72.8K<0.1%+33+6.1%AddedHistory
TUTelus CorpCOM5,674$72.8K<0.1%−3,186−36.0%ReducedHistory
SFDSmithfield Foods IncCOM2,607$72.9K<0.1%+1,923+281.1%AddedHistory
ABAlliancebernstein Holding L.P.UNIT LTD PARTN1,948$72.9K<0.1%−686−26.0%ReducedHistory
BOHBank of Hawaii CorpCOM985$73.1K<0.1%+185+23.1%AddedHistory
GNWGenworth Financial IncCOM SHS9,022$73.3K<0.1%+119+1.3%AddedHistory
PLNTPlanet Fitness, Inc.CL A985$73.3K<0.1%+579+142.6%AddedHistory
CUZCousins Properties IncCOM NEW3,248$73.3K<0.1%+614+23.3%AddedHistory
BSYBentley Systems IncCOM CL B2,091$73.4K<0.1%−1,692−44.7%ReducedHistory
KODKodiak Sciences Inc.COM1,927$73.5K<0.1%+936+94.5%AddedHistory
TXNMTXNM Energy IncCOM1,257$73.5K<0.1%+184+17.1%AddedHistory
PRIPrimerica, Inc.Stock294$73.6K<0.1%−19−6.1%ReducedHistory
SPDR Series Trust78468R754ST STR R1K LOWV549$73.7K<0.1%+549New–
KVYOKlaviyo, Inc.COM SER A3,802$74.0K<0.1%+3,628+2,085.1%AddedHistory
WESWestern Midstream Partners, LPCOM UNIT LP INT1,800$74.1K<0.1%00.0%UnchangedHistory
SMGScotts Miracle-Gro CoStock1,219$74.1K<0.1%+1,059+661.9%AddedHistory
CDPCopt Defense PropertiesREIT2,424$74.2K<0.1%+339+16.3%AddedHistory
Innovator ETFs Trust45782C680US EQTY PWR BF1,745$74.5K<0.1%00.0%Unchanged–
AESAES CorpStock5,296$74.6K<0.1%+2,006+61.0%AddedHistory
NOMDNomad Foods LtdUSD ORD SHS7,773$74.7K<0.1%+5,341+219.6%AddedHistory
RVTRoyce Small-Cap Trust, Inc.COM4,500$74.7K<0.1%00.0%UnchangedHistory
iShares Tr464288505MRGSTR SM CP ETF1,148$74.7K<0.1%+574+100.0%Added–
VICRVicor CorpCOM465$74.9K<0.1%+103+28.5%AddedHistory
MOG.AMoog Inc.CL A256$75.0K<0.1%+47+22.5%AddedHistory
CMCCommercial Metals CoStock1,222$75.1K<0.1%+626+105.0%AddedHistory
Flexshares Tr33939L886ULTR SHO INC FD996$75.1K<0.1%00.0%Unchanged–
AROCArchrock, Inc.COM2,164$75.3K<0.1%−85−3.8%ReducedHistory
KHCKraft Heinz CoStock3,354$75.4K<0.1%−3,804−53.1%ReducedHistory
TKRTimken CoCOM750$75.4K<0.1%+56+8.1%AddedHistory
DANDANA IncCOM2,247$75.6K<0.1%+667+42.2%AddedHistory
BEPCBrookfield Renewable CorpCL A EX SUB VTG1,900$75.7K<0.1%+983+107.2%AddedHistory
GRABGrab Holdings LtdCLASS A ORD20,715$75.8K<0.1%+5,415+35.4%AddedHistory
RFMZRiverNorth Flexible Municipal Income Fund II, Inc.COM6,000$75.9K<0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS1,709$76.0K<0.1%+793+86.6%AddedHistory
Dimensional ETF Trust25434V773INTL SMALL CAP E2,257$76.0K<0.1%+565+33.4%Added–
MSAMSA Safety IncCOM465$76.2K<0.1%+134+40.5%AddedHistory
NJRNew Jersey Resources CorpStock1,391$76.4K<0.1%+280+25.2%AddedHistory
PKPark Hotels & Resorts Inc.COM7,261$76.5K<0.1%−1,357−15.7%ReducedHistory
VTRSViatris IncStock5,671$76.6K<0.1%+1,134+25.0%AddedHistory
VNOVornado Realty TrustSH BEN INT2,951$76.7K<0.1%+1,150+63.9%AddedHistory
iShares MSCI Acwi Ex U.S. ETF464288240ETF1,122$76.8K<0.1%+1,122New–
STSensata Technologies Holding plcSHS2,187$77.0K<0.1%+711+48.2%AddedHistory
EPAMEPAM Systems, Inc.COM569$77.0K<0.1%+489+611.3%AddedHistory
iShares Tr464288372GLB INFRASTR ETF1,150$77.0K<0.1%+79+7.4%Added–

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