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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
EMLEastern CoCOM11$221<0.1%−9−45.0%ReducedHistory
OTLYOatly Group ABSPONSORED ADS22$223<0.1%−190−89.6%ReducedHistory
LVWRLiveWire Group, Inc.COM136$226<0.1%+124+1,033.3%AddedHistory
METCRamaco Resources, Inc.COM CL A15$232<0.1%+5+50.0%AddedHistory
HNVRHanover Bancorp, Inc.COM11$237<0.1%+1+10.0%AddedHistory
NPCENeuroPace IncCOM18$237<0.1%+18NewHistory
EDNEdenorSPON ADR8$240<0.1%−2−20.0%ReducedHistory
GBFHGBank Financial Holdings Inc.COM9$241<0.1%+7+350.0%AddedHistory
MCBMetropolitan Bank Holding Corp.COM3$250<0.1%+3NewHistory
PDLBPonce Financial Group, Inc.COMMON STOCK15$251<0.1%+7+87.5%AddedHistory
JKSJinkoSolar Holding Co., Ltd.SPONSORED ADR10$254<0.1%00.0%UnchangedHistory
METCBRamaco Resources, Inc.COM CL B25$255<0.1%00.0%UnchangedHistory
PMIPicard Medical, Inc.COM SHS248$259<0.1%+248NewHistory
CTEVClaritev CorpCL A NEW16$261<0.1%+16NewHistory
COOKTraeger, Inc.COM NEW9$261<0.1%+4+82.2%AddedConverted for a 1-for-50 splitHistory
XNETXunlei LtdSPONSORED ADS47$261<0.1%+47NewHistory
PRZOParaZero Technologies Ltd.SHS341$263<0.1%00.0%UnchangedHistory
AXGNAxogen, Inc.COM8$265<0.1%+8NewHistory
HBBHamilton Beach Brands Holding CoCOM CL A14$265<0.1%+5+55.6%AddedHistory
EVTLVertical Aerospace Ltd.SHS NEW120$265<0.1%00.0%UnchangedHistory
VUZIVuzix CorpCOM NEW115$266<0.1%+115NewHistory
FCELFuelcell Energy IncCOM NEW41$268<0.1%+41NewHistory
TWINTwin Disc IncCOM18$271<0.1%+18NewHistory
BLFYBlue Foundry BancorpCOM21$278<0.1%+6+40.0%AddedHistory
FLDFold Holdings, Inc.COM CL A211$279<0.1%+211NewHistory
SMHISEACOR Marine Holdings Inc.COM39$279<0.1%+39NewHistory
CTGOContango Silver & Gold Inc.COM15$281<0.1%−3−16.7%ReducedHistory
BWMNBowman Consulting Group Ltd.COM10$284<0.1%+5+100.0%AddedHistory
EAFGraftech International LtdCOM NEW42$285<0.1%+42NewHistory
BLFSBiolife Solutions IncCOM NEW15$286<0.1%+15NewHistory
MGTXMeiraGTx Holdings plcCOM33$287<0.1%−39−54.2%ReducedHistory
SPRYARS Pharmaceuticals, Inc.COM36$288<0.1%+27+300.0%AddedHistory
BALYBally's CorpCOMMON STOCK30$289<0.1%+6+25.0%AddedHistory
DBVTDBV Technologies S.A.SPONSORED ADS14$292<0.1%−465−97.1%ReducedHistory
BRTBRT Apartments Corp.COM22$293<0.1%+21+2,100.0%AddedHistory
EEXEmerald Holding, Inc.COM65$294<0.1%−4−5.8%ReducedHistory
BVBrightView Holdings, Inc.COM25$295<0.1%−57−69.5%ReducedHistory
ISPRIspire Technology Inc.COM160$295<0.1%+47+41.6%AddedHistory
MGPIMGP Ingredients IncCOM16$295<0.1%+8+100.0%AddedHistory
GOGrocery Outlet Holding Corp.COM42$296<0.1%−81−65.9%ReducedHistory
ASICAtegrity Specialty Insurance Co HoldingsCOM15$297<0.1%+5+50.0%AddedHistory
SGRYSurgery Partners, Inc.Stock25$298<0.1%+25NewHistory
GOGOGogo Inc.COM74$298<0.1%+32+76.2%AddedHistory
SBRSabine Royalty TrustUNIT BEN INT4$300<0.1%+4NewHistory
SWIMLatham Group, Inc.COM56$300<0.1%−79−58.5%ReducedHistory
SRTAStrata Critical Medical, Inc.CL A COM73$304<0.1%+15+25.9%AddedHistory
REFIChicago Atlantic Real Estate Finance, Inc.COM27$305<0.1%−13−32.5%ReducedHistory
XRPZFranklin XRP TrustFRANKLIN XRP ETF21$306<0.1%00.0%UnchangedHistory
CIRCCIRCLE8 Group IncCOM102$308<0.1%+99+3,300.0%AddedHistory
MBLYMobileye Global Inc.Stock45$309<0.1%+22+95.7%AddedHistory
EVIEvi Industries, Inc.COM15$310<0.1%+11+275.0%AddedHistory
Invesco Exchange Traded FD T46137V662PHARMACEUTICALS3$311<0.1%00.0%Unchanged–
DLOdLocal LtdCLASS A COM24$311<0.1%+24NewHistory
AOMRAngel Oak Mortgage REIT, Inc.COM38$313<0.1%+26+216.7%AddedHistory
ECBKECB Bancorp, Inc.COM19$318<0.1%+2+11.8%AddedHistory
MYPSPLAYSTUDIOS, Inc.CLASS A COM677$318<0.1%+527+351.3%AddedHistory
COSOCoastalSouth Bancshares, Inc.COM NEW13$319<0.1%+2+18.2%AddedHistory
ATYRaTYR PHARMA INCCOM NEW415$324<0.1%+254+157.8%AddedHistory
WWRWestwater Resources, Inc.COM NEW500$327<0.1%00.0%UnchangedHistory
CIFMFS Intermediate High Income FundSH BEN INT202$327<0.1%00.0%UnchangedHistory
FLGTFulgent Genetics, Inc.COM21$334<0.1%−170−89.0%ReducedHistory
ARAIArrive AI Inc.COM NEW420$336<0.1%+329+361.5%AddedHistory
FBYDFalcon's Beyond Global, Inc.COM CL A24$338<0.1%+24NewHistory
LFTLument Finance Trust, Inc.COM272$342<0.1%+237+677.1%AddedHistory
JCAPJefferson Capital, Inc.COM18$345<0.1%+11+157.1%AddedHistory
ATEXAnterix Inc.COM9$345<0.1%+5+125.0%AddedHistory
AEYEAudioeye IncCOM NEW55$350<0.1%−29−34.5%ReducedHistory
AGYSAgilysys IncCOM5$355<0.1%+5NewHistory
MCHBMechanics BancorpCL A24$355<0.1%−133−84.7%ReducedHistory
INSGInseego Corp.COM32$355<0.1%+5+18.5%AddedHistory
IKTInhibikase Therapeutics, Inc.COM NEW213$357<0.1%+209+5,225.0%AddedHistory
NAVNNavan, Inc.CL A27$357<0.1%−6−18.2%ReducedHistory
BELFABel Fuse IncCL A2$360<0.1%+1+100.0%AddedHistory
AMLXAmylyx Pharmaceuticals, Inc.COM26$361<0.1%+1+4.0%AddedHistory
TBRGTruBridge, Inc.COM25$366<0.1%+25NewHistory
SIBNSI-BONE, Inc.COM30$379<0.1%−6−16.7%ReducedHistory
SNDSmart Sand, Inc.COM74$379<0.1%+74NewHistory
XPOFXponential Fitness, Inc.COM CL A63$379<0.1%−92−59.4%ReducedHistory
BEAMBeam Therapeutics Inc.COM16$381<0.1%+4+33.3%AddedHistory
NAMSNewAmsterdam Pharma Co N.V.ORDINARY SHARES12$384<0.1%+4+50.0%AddedHistory
SVIISpring Valley Acquisition Corp. IICLASS A ORD50$384<0.1%+50NewHistory
AUDCAudiocodes LtdORD46$386<0.1%−150−76.5%ReducedHistory
PEBKPeoples Bancorp of North Carolina IncCOM10$391<0.1%+3+42.9%AddedHistory
FHTXFoghorn Therapeutics Inc.COM82$392<0.1%+7+9.3%AddedHistory
GSITGsi Technology IncCOM77$396<0.1%+77NewHistory
FCAPFirst Capital IncCOM8$397<0.1%00.0%UnchangedHistory
FDMT4D Molecular Therapeutics, Inc.COM43$401<0.1%+11+34.4%AddedHistory
EGANEGAIN CorpCOM NEW51$403<0.1%+12+30.8%AddedHistory
GLIBKLiberty Capital CorpSER C GCI GROUP11$409<0.1%−29−72.5%ReducedHistory
WEYSWeyco Group IncCOM13$416<0.1%+10+333.3%AddedHistory
JAKKJakks Pacific IncCOM NEW21$418<0.1%00.0%UnchangedHistory
BETRBetter Home & Finance Holding CoCOM NEW CL A12$427<0.1%+3+33.3%AddedHistory
DOUGDouglas Elliman Inc.COM264$434<0.1%+230+676.5%AddedHistory
J P Morgan Exchange Traded F46641Q191BETA EURO ET NE6$434<0.1%00.0%Unchanged–
FSUNFirstsun Capital BancorpCOM12$438<0.1%−5−29.4%ReducedHistory
NODKNI Holdings, Inc.COM34$439<0.1%−4−10.5%ReducedHistory
BOEBlackRock Enhanced Global Dividend TrustCOM41$445<0.1%+41NewHistory
CEVACeva IncCOM24$448<0.1%+19+380.0%AddedHistory
ASURAsure Software IncCOM52$448<0.1%+33+173.7%AddedHistory
MECMayville Engineering Company, Inc.COM25$449<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