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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
PIMCO ETF Tr72201R619PREFERRED AND CP18$912<0.1%00.0%Unchanged–
AGENAgenus IncCOM NEW274$915<0.1%00.0%UnchangedHistory
APIAgora, Inc.ADS260$920<0.1%+101+63.5%AddedHistory
JYNTJOINT CorpCOM104$920<0.1%+62+147.6%AddedHistory
SIONSionna Therapeutics, Inc.COM23$922<0.1%+3+15.0%AddedHistory
DHCDiversified Healthcare TrustCOM SH BEN INT139$923<0.1%+19+15.8%AddedHistory
CURVTorrid Holdings Inc.COM520$926<0.1%+335+181.1%AddedHistory
ASLEAerSale CorpCOM149$927<0.1%−7−4.5%ReducedHistory
Abrdn ETFs003261203BBRG ALL COMMDY26$930<0.1%00.0%Unchanged–
RVSBRiverview Bancorp IncCOM170$936<0.1%+4+2.4%AddedHistory
RMRegional Management Corp.COM29$937<0.1%−3−9.4%ReducedHistory
ETONEton Pharmaceuticals, Inc.COM38$938<0.1%+38NewHistory
SENSSenseonics Holdings, Inc.COM141$939<0.1%+141NewHistory
TRAKReposiTrak, Inc.COM NEW124$942<0.1%+119+2,380.0%AddedHistory
Nushares ETF Tr67092P607NUVEEN ESG SMLCP21$946<0.1%00.0%Unchanged–
KWYKINGSWAY CorpCOM NEW91$949<0.1%−16−15.0%ReducedHistory
LDIloanDepot, Inc.COM CL A671$952<0.1%+536+397.0%AddedHistory
SKINSkinHealth Systems Inc.COM CL A1,073$956<0.1%−1,296−54.7%ReducedHistory
DNNDenison Mines Corp.COM271$957<0.1%−546−66.8%ReducedHistory
ABOSAcumen Pharmaceuticals, Inc.COM407$961<0.1%00.0%UnchangedHistory
GEF.BGreif, IncCL B11$964<0.1%+5+83.3%AddedHistory
PSQHPSQ Holdings, Inc.CL A1,822$966<0.1%+598+48.9%AddedHistory
LOARLoar Holdings Inc.COM SHS17$973<0.1%−44−72.1%ReducedHistory
PLBCPlumas BancorpCOM20$977<0.1%00.0%UnchangedHistory
MXCTMaxcyte, Inc.COM1,395$980<0.1%+619+79.8%AddedHistory
TRCTejon Ranch CoCOM52$980<0.1%−21−28.8%ReducedHistory
ACREAres Commercial Real Estate CorpCOM205$984<0.1%+74+56.5%AddedHistory
SGHTSight Sciences, Inc.COM261$984<0.1%+49+23.1%AddedHistory
TMCITreace Medical Concepts, Inc.COM735$985<0.1%+710+2,840.0%AddedHistory
ACTGAcacia Research CorpACACIA TCH COM205$986<0.1%+21+11.4%AddedHistory
FORRForrester Research, Inc.COM175$990<0.1%+66+60.6%AddedHistory
MGMistras Group, Inc.COM67$990<0.1%+9+15.5%AddedHistory
NATHNathans Famous, Inc.COM10$1.01K<0.1%+8+400.0%AddedHistory
TLRYTilray Brands, Inc.COM156$1.01K<0.1%+154+7,700.0%AddedHistory
ACICAmerican Coastal Insurance CorpCOM90$1.01K<0.1%−15−14.3%ReducedHistory
DSPViant Technology Inc.COM CL A91$1.02K<0.1%+86+1,720.0%AddedHistory
LCNBLCNB CorpCOM66$1.03K<0.1%+19+40.4%AddedHistory
Invesco Exch Traded FD Tr II46138E628KBW BK ETF13$1.03K<0.1%+13New–
ProShares Tr74347B680S&P MDCP 400 DIV12$1.04K<0.1%+12New–
HAFNHafnia LtdORD SHS137$1.04K<0.1%00.0%UnchangedHistory
PACKRanpak Holdings Corp.COM CL A292$1.04K<0.1%+178+156.1%AddedHistory
RCELAVITA Medical, Inc.COM284$1.05K<0.1%+284NewHistory
GETYGetty Images Holdings, Inc.CL A COM1,328$1.05K<0.1%+738+125.1%AddedHistory
ABXAbacus Global Management, Inc.CL A134$1.06K<0.1%+39+41.1%AddedHistory
NWFLNorwood Financial CorpCOM36$1.06K<0.1%+10+38.5%AddedHistory
INMBInmune Bio, Inc.COM938$1.06K<0.1%+857+1,058.0%AddedHistory
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.06K<0.1%00.0%Unchanged–
VYXNCR Voyix CorpCOM169$1.07K<0.1%−10−5.6%ReducedHistory
AURAAura Biosciences, Inc.COM161$1.08K<0.1%−127−44.1%ReducedHistory
EPSNEpsilon Energy Ltd.COM175$1.08K<0.1%+23+15.1%AddedHistory
NXXTNextnrg, Inc.COM2,693$1.08K<0.1%+2,577+2,221.6%AddedHistory
ADVAdvantage Solutions Inc.COM NEW CL A51$1.08K<0.1%−54−51.6%ReducedConverted for a 1-for-25 splitHistory
CLARClarus CorpCOM397$1.08K<0.1%+103+35.0%AddedHistory
KLTRKaltura IncCOM885$1.08K<0.1%+551+165.0%AddedHistory
iShares Inc464286392MSCI WORLD ETF6$1.08K<0.1%00.0%Unchanged–
TCXTucows IncCOM NEW63$1.08K<0.1%+34+117.2%AddedHistory
SIGASiga Technologies IncCOM202$1.08K<0.1%−113−35.9%ReducedHistory
RPTRithm Property Trust Inc.COM NEW SHS81$1.08K<0.1%+14+20.9%AddedHistory
WisdomTree Tr97717W315EMER MKT HIGH FD22$1.09K<0.1%00.0%Unchanged–
First Trust Cloud Computing ETF33734X192ETF10$1.09K<0.1%−13−56.5%Reduced–
AIVApartment Investment & Management CoCL A269$1.09K<0.1%+200+289.9%AddedHistory
HIPOHippo Holdings Inc.COM NEW42$1.09K<0.1%+17+68.0%AddedHistory
PSNLPersonalis, Inc.COM172$1.10K<0.1%+7+4.2%AddedHistory
OSGOctave Specialty Group IncCOM NEW237$1.10K<0.1%+179+308.6%AddedHistory
Federated Hermes ETF Trust31423L883ENHANCED INCOME21$1.10K<0.1%+1+5.0%Added–
FENCFennec Pharmaceuticals Inc.COM180$1.11K<0.1%+45+33.3%AddedHistory
BPRNPrinceton Bancorp, Inc.COM33$1.11K<0.1%+5+17.9%AddedHistory
STRZStarz Entertainment CorpCOM97$1.12K<0.1%+85+708.3%AddedHistory
FSTRFoster L B CoCOM40$1.12K<0.1%+26+185.7%AddedHistory
GCBCGreene County Bancorp IncCOM50$1.12K<0.1%+24+92.3%AddedHistory
FLXSFlexsteel Industries IncCOM25$1.12K<0.1%−19−43.2%ReducedHistory
Global X FDS37954Y467E COMMERCE ETF42$1.12K<0.1%00.0%Unchanged–
J P Morgan Exchange Traded F46641Q225BETA CDA ETF NEW12$1.13K<0.1%00.0%Unchanged–
NLNli Holdings, Inc.COM NEW194$1.13K<0.1%−2−1.0%ReducedHistory
NGSNatural Gas Services Group IncCOM30$1.13K<0.1%+7+30.4%AddedHistory
AARDAardvark Therapeutics, Inc.COM301$1.14K<0.1%+241+401.7%AddedHistory
CLOVClover Health Investments, Corp.COM CL A646$1.14K<0.1%+646NewHistory
BTCGrayscale Bitcoin Mini Trust ETFETF38$1.14K<0.1%00.0%UnchangedHistory
STVNStevanato Group S.p.A.ORD SHS83$1.14K<0.1%−1,022−92.5%ReducedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK480$1.14K<0.1%−374−43.8%ReducedHistory
CXDOCrexendo, Inc.COM185$1.14K<0.1%+176+1,955.6%AddedHistory
SLQTSelectQuote, Inc.COM1,817$1.14K<0.1%+1,119+160.3%AddedHistory
Global X FDS37954Y814FINTECH ETF50$1.16K<0.1%00.0%Unchanged–
PNRGPrimeenergy Resources CorpCOM5$1.16K<0.1%+5NewHistory
KYTXKyverna Therapeutics, Inc.COM135$1.17K<0.1%−28−17.2%ReducedHistory
iShares MSCI India ETF46429B598ETF25$1.17K<0.1%00.0%Unchanged–
SWK Holdings Corp78501P203COM NEW70$1.19K<0.1%−2−2.8%Reduced–
AB Active ETFs Inc00039J608HIGH YIELD ETF32$1.20K<0.1%−10−23.8%Reduced–
Invesco Exch TRD SLF Idx FD46138J593RUSL 2000 DYNM27$1.21K<0.1%00.0%Unchanged–
THTarget Hospitality Corp.COM130$1.21K<0.1%+19+17.1%AddedHistory
PRKSUnited Parks & Resorts Inc.COM37$1.21K<0.1%+33+825.0%AddedHistory
SKILSkillsoft Corp.CL A282$1.21K<0.1%+257+1,028.0%AddedHistory
NRDYNerdy Inc.CL A COM1,482$1.21K<0.1%+1,183+395.7%AddedHistory
J P Morgan Exchange Traded F46654Q724HEDG EQU LAD ETF19$1.21K<0.1%00.0%Unchanged–
NGVCNatural Grocers by Vitamin Cottage, Inc.COM47$1.22K<0.1%+47NewHistory
Fidelity High Dividend ETF316092840ETF22$1.22K<0.1%+11+100.0%Added–
Iclick Interactive Asia Grou45113Y104SPONSORED ADR520$1.23K<0.1%−193−27.1%Reduced–
MYFWFirst Western Financial IncCOM50$1.23K<0.1%+2+4.2%AddedHistory
PRTHPriority Technology Holdings, Inc.COM261$1.23K<0.1%+90+52.6%AddedHistory
VOCVOC Energy TrustTR UNIT360$1.25K<0.1%+180+100.0%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