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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
EFSIEagle Financial Services IncCOM19$665<0.1%−7−26.9%ReducedHistory
IVVDInvivyd, Inc.COM514$668<0.1%00.0%UnchangedHistory
CRD.ACrawford & CoCL A67$669<0.1%+15+28.8%AddedHistory
ORGOOrganogenesis Holdings Inc.COM283$670<0.1%+238+528.9%AddedHistory
CTLPCantaloupe, Inc.COM62$671<0.1%−86−58.1%ReducedHistory
HRTXHeron Therapeutics, Inc.COM840$672<0.1%+199+31.0%AddedHistory
IMMRImmersion CorpCOM123$672<0.1%+123NewHistory
TALKTalkspace, Inc.COM130$673<0.1%+102+364.3%AddedHistory
USGOU.S. GoldMining Inc.COM58$674<0.1%+56+2,800.0%AddedHistory
BRSLBrightstar Lottery PLCSHS USD53$676<0.1%−797−93.8%ReducedHistory
TARAProtara Therapeutics, Inc.COM STK130$678<0.1%+130NewHistory
LARLithium Argentina AGStock102$681<0.1%−7−6.4%ReducedHistory
ESCAEscalade IncCOM40$686<0.1%00.0%UnchangedHistory
Schwab Strategic Tr808524649MUN BD ETF27$692<0.1%+27New–
RGCORGC Resources IncCOM32$705<0.1%+4+14.3%AddedHistory
USCBUscb Financial Holdings, Inc.CLASS A COM38$705<0.1%+7+22.6%AddedHistory
STGSunlands Technology GroupSPONSRD ADS NEW202$709<0.1%−290−58.9%ReducedHistory
LEGHLegacy Housing CorpCOM35$715<0.1%+35NewHistory
FTHYFirst Trust High Yield Opportunities 2027 Term FundCOM53$716<0.1%+2+3.9%AddedHistory
KSCPKnightscope, Inc.CL A NEW172$717<0.1%00.0%UnchangedHistory
NXDTNexpoint Diversified Real Estate TrustCOM NEW154$719<0.1%+65+73.0%AddedHistory
ZVIAZevia PBCCL A615$720<0.1%+615NewHistory
FOXFFox Factory Holding CorpCOM44$725<0.1%+44NewHistory
HSAIHesai GroupSPONSORED ADS38$726<0.1%+38NewHistory
SEGSeaport Entertainment Group Inc.COMMON STOCK34$730<0.1%+24+240.0%AddedHistory
TTECTTEC Holdings, Inc.COM292$731<0.1%+291+29,100.0%AddedHistory
AKBAAkebia Therapeutics, Inc.COM527$732<0.1%+527NewHistory
MPAAMotorcar Parts of America IncCOM67$741<0.1%−19−22.1%ReducedHistory
HOSHornbeck Offshore Services, Inc.Stock75$742<0.1%+39+108.3%AddedHistory
CCRNCross Country Healthcare IncCOM79$743<0.1%+79NewHistory
FFFutureFuel Corp.COM193$743<0.1%+47+32.2%AddedHistory
HCATHealth Catalyst, Inc.COM587$745<0.1%+566+2,695.2%AddedHistory
MBXMBX Biosciences, Inc.COM25$746<0.1%00.0%UnchangedHistory
GENCGencor Industries IncCOM50$750<0.1%+7+16.3%AddedHistory
CZWICitizens Community Bancorp Inc.COM38$752<0.1%+8+26.7%AddedHistory
LFVNLifevantage CorpCOM NEW175$757<0.1%+152+660.9%AddedHistory
TNYATenaya Therapeutics, Inc.COM1,099$761<0.1%−442−28.7%ReducedHistory
OSUROrasure Technologies IncCOM255$765<0.1%+225+750.0%AddedHistory
ARHSArhaus, Inc.COM CL A113$766<0.1%−130−53.5%ReducedHistory
SNBRQSleep Number CorpCOM427$767<0.1%−5−1.2%ReducedHistory
LULufax Holding LtdSPONSORED ADR411$768<0.1%−369−47.3%ReducedHistory
GERNGeron CorpCOM517$770<0.1%+114+28.3%AddedHistory
FMAOFarmers & Merchants Bancorp IncCOM30$770<0.1%+3+11.1%AddedHistory
INSEInspired Entertainment, Inc.COM108$771<0.1%+18+20.0%AddedHistory
VOYGVoyager Technologies, Inc.COM CL A33$773<0.1%+33NewHistory
SPWRSunPower Inc.COM612$777<0.1%+612NewHistory
BFLYButterfly Network, Inc.COM CL A193$780<0.1%−1,307−87.1%ReducedHistory
IIIInformation Services Group Inc.COM203$780<0.1%+142+232.8%AddedHistory
Global X FDS37960A735GBL X BLOCKCHAIN14$782<0.1%−8−36.4%Reduced–
YQ17 Education & Technology Group Inc.SPONSORED ADR434$786<0.1%−269−38.3%ReducedHistory
PLAYDave & Buster's Entertainment, Inc.COM73$790<0.1%+54+284.2%AddedHistory
First Tr Exchange-Traded FD33739Q507SSI STRG ETF18$795<0.1%00.0%Unchanged–
MASS908 Devices Inc.COM130$795<0.1%+10+8.3%AddedHistory
XRXXerox Holdings CorpCOM NEW616$795<0.1%+233+60.8%AddedHistory
STIMNeuronetics, Inc.COM551$799<0.1%+551NewHistory
PFISPeoples Financial Services Corp.COM15$800<0.1%00.0%UnchangedHistory
OABIOmniAb, Inc.COM510$801<0.1%−1,493−74.5%ReducedHistory
REPXRiley Exploration Permian, Inc.COM22$802<0.1%−24−52.2%ReducedHistory
LMNRLimoneira COCOM60$805<0.1%+1+1.7%AddedHistory
Goldman Sachs ETF Tr38149W622S&P 500 PREMIUM16$806<0.1%+16New–
Janus Detroit STR Tr47103U845HENDRSON AAA CL16$806<0.1%00.0%Unchanged–
CAAPCorporacion America Airports S.A.COM32$809<0.1%−39−54.9%ReducedHistory
BFRGBullFrog AI Holdings, Inc.COM486$816<0.1%00.0%UnchangedHistory
BWLPBW LPG LtdCOM47$816<0.1%+14+42.4%AddedHistory
FCCOFirst Community CorpCOM28$819<0.1%+10+55.6%AddedHistory
OLMAOlema Pharmaceuticals, Inc.COM55$820<0.1%−1,190−95.6%ReducedHistory
FVRRFiverr International Ltd.ORD SHS82$822<0.1%+7+9.3%AddedHistory
SNFCASecurity National Financial CorpCL A NEW87$824<0.1%+46+112.2%AddedHistory
ALVOAlvotechORDINARY SHARES240$824<0.1%+240NewHistory
INNVInnovAge Holding Corp.COM103$825<0.1%+18+21.2%AddedHistory
TEADTeads Holding Co.COM1,274$839<0.1%+1,109+672.1%AddedHistory
RBBNRibbon Communications Inc.COM397$842<0.1%+395+19,750.0%AddedHistory
AMPXAmprius Technologies, Inc.COMMON STOCK50$842<0.1%+30+150.0%AddedHistory
AOSLAlpha & Omega Semiconductor LtdSHS38$842<0.1%+25+192.3%AddedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS76$843<0.1%−142−65.1%ReducedHistory
EVHEvolent Health, Inc.CL A371$845<0.1%−47−11.2%ReducedHistory
ULCCFrontier Group Holdings, Inc.COM240$847<0.1%+106+79.1%AddedHistory
ALTIAlTi Global, Inc.CL A234$849<0.1%+105+81.4%AddedHistory
ARCTArcturus Therapeutics Holdings Inc.COM111$857<0.1%+111NewHistory
BNEDBarnes & Noble Education, Inc.COM NEW97$857<0.1%+97NewHistory
BBCPConcrete Pumping Holdings, Inc.COM120$857<0.1%−23−16.1%ReducedHistory
MBOTMicrobot Medical Inc.COM NEW357$860<0.1%00.0%UnchangedHistory
TCMDTactile Systems Technology IncCOM33$861<0.1%+9+37.5%AddedHistory
OPRTOportun Financial CorpCOM187$862<0.1%+187NewHistory
CLWClearwater Paper CorpCOM60$863<0.1%+24+66.7%AddedHistory
Meridian Bank587405101COM46$872<0.1%+5+12.2%Added–
PVLAPalvella Therapeutics, Inc.COM7$873<0.1%+7NewHistory
CLPTClearPoint Neuro, Inc.COM96$873<0.1%+91+1,820.0%AddedHistory
WOLFWolfspeed, Inc.COMMON STOCK54$881<0.1%+29+116.0%AddedHistory
SLDESlide Insurance Holdings, Inc.COM49$882<0.1%−8−14.0%ReducedHistory
ORKAOruka Therapeutics, Inc.COM18$883<0.1%+2+12.5%AddedHistory
GILTGilat Satellite Networks LtdSHS NEW59$886<0.1%+59NewHistory
LFMDLifeMD, Inc.COM246$888<0.1%+75+43.9%AddedHistory
NGNENeurogene Inc.COM44$888<0.1%00.0%UnchangedHistory
VTSVitesse Energy, Inc.COMMON STOCK49$890<0.1%−135−73.4%ReducedHistory
LACLithium Americas Corp.Stock227$897<0.1%−507−69.1%ReducedHistory
MYOMyomo, Inc.COM NEW1,327$897<0.1%+1,101+487.2%AddedHistory
MKTWMarketwise, Inc.COM NEW CL A48$899<0.1%+5+11.6%AddedHistory
ACHAccendra Health IncStock398$907<0.1%−382−49.0%ReducedHistory
CEPUCentral Puerto S.A.SPONSORED ADR54$909<0.1%−20−27.0%ReducedHistory

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