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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
SMRTSmartRent, Inc.COM CL A832$1.25K<0.1%−549−39.8%ReducedHistory
EXTRExtreme Networks IncCOM83$1.25K<0.1%−177−68.1%ReducedHistory
SWBISmith & Wesson Brands, Inc.COM88$1.26K<0.1%+78+780.0%AddedHistory
TET1 Energy Inc.COM NEW288$1.26K<0.1%00.0%UnchangedHistory
CDLXCardlytics, Inc.COM1,208$1.27K<0.1%00.0%UnchangedHistory
CRMTAmericas Carmart IncCOM100$1.27K<0.1%+25+33.3%AddedHistory
EPACEnerpac Tool Group CorpCL A COM35$1.28K<0.1%+33+1,650.0%AddedHistory
OPRXOptimizeRx CorpCOM NEW203$1.28K<0.1%+174+600.0%AddedHistory
CVLGCovenant Logistics Group, Inc.CL A47$1.28K<0.1%+20+74.1%AddedHistory
BARKBark, Inc.COM NEW2,538$1.29K<0.1%+2,538NewHistory
iShares U.S. Medical Devices ETF464288810ETF24$1.29K<0.1%00.0%Unchanged–
AEVAAeva Technologies, Inc.COM NEW98$1.29K<0.1%+3+3.2%AddedHistory
FVCBFVCBankcorp, Inc.COM85$1.29K<0.1%+12+16.4%AddedHistory
DDD3D Systems CorpCOM NEW688$1.29K<0.1%+688NewHistory
EHTHeHealth, Inc.COM1,004$1.29K<0.1%+686+215.7%AddedHistory
RDNWRideNow Group, Inc.COM CL B184$1.30K<0.1%−14−7.1%ReducedHistory
VABKVirginia National Bankshares CorpCOM34$1.30K<0.1%+1+3.0%AddedHistory
BVFLBV Financial, Inc.COM NEW68$1.30K<0.1%+2+3.0%AddedHistory
Global X FDS37954Y483NASDAQ 100 COVER77$1.32K<0.1%00.0%Unchanged–
HYLNHyliion Holdings Corp.COMMON STOCK751$1.32K<0.1%+117+18.5%AddedHistory
AIROAIRO Group Holdings, Inc.COM174$1.32K<0.1%+168+2,800.0%AddedHistory
PIImpinj IncCOM13$1.34K<0.1%−6−31.6%ReducedHistory
KULRKULR Technology Group, Inc.COM567$1.34K<0.1%+567NewHistory
EBMTEagle Bancorp Montana, Inc.COM66$1.36K<0.1%+7+11.9%AddedHistory
ODCOil-Dri Corp of AmericaCOM21$1.37K<0.1%+2+10.5%AddedHistory
OMEROmeros CorpCOM130$1.37K<0.1%+15+13.0%AddedHistory
PARPar Technology CorpCOM103$1.37K<0.1%+103NewHistory
ACELAccel Entertainment, Inc.COM CL A1126$1.38K<0.1%−24−16.0%ReducedHistory
DCGODocGo Inc.COM2,186$1.38K<0.1%+1,722+371.1%AddedHistory
DQDaqo New Energy Corp.SPNSRD ADS NEW65$1.38K<0.1%−4−5.8%ReducedHistory
MVISMicrovision, Inc.COM NEW2,161$1.39K<0.1%+1,868+637.5%AddedHistory
MBIMbia IncCOM235$1.39K<0.1%+153+186.6%AddedHistory
LELands' End, Inc.COM124$1.39K<0.1%00.0%UnchangedHistory
ICHRIchor Holdings, Ltd.SHS30$1.40K<0.1%+12+66.7%AddedHistory
THRYThryv Holdings, Inc.COM NEW512$1.40K<0.1%+262+104.8%AddedHistory
CSIQCanadian Solar Inc.COM102$1.41K<0.1%00.0%UnchangedHistory
BRCCBRC Inc.COM CL A1,829$1.42K<0.1%+1,257+219.8%AddedHistory
CCNECNB Financial CorpCOM49$1.42K<0.1%−66−57.4%ReducedHistory
iShares Tr464287184CHINA LG-CAP ETF40$1.44K<0.1%+40New–
NPWRNet Power Inc.COM CL A928$1.45K<0.1%+781+531.3%AddedHistory
Managed Portfolio Ser56167N183KENS HE PREM ETF60$1.45K<0.1%00.0%Unchanged–
SYBTStock Yards Bancorp, Inc.COM22$1.46K<0.1%+15+214.3%AddedHistory
LENZLENZ Therapeutics, Inc.COM160$1.46K<0.1%−5−3.0%ReducedHistory
PKOHPark Ohio Holdings CorpCOM61$1.47K<0.1%+14+29.8%AddedHistory
DHDefinitive Healthcare Corp.CLASS A COM1,204$1.48K<0.1%+652+118.1%AddedHistory
First BK Williamstown New Je31931U102COM93$1.49K<0.1%−108−53.7%Reduced–
PBFSPioneer Bancorp, Inc.COM107$1.49K<0.1%+6+5.9%AddedHistory
ANGOAngiodynamics IncCOM131$1.49K<0.1%−158−54.7%ReducedHistory
Direxion Shs ETF Tr25460G286TSLA BULL 1.5X123$1.49K<0.1%00.0%Unchanged–
RNPCohen & Steers REIT & Preferred & Income Fund IncCOM76$1.50K<0.1%+2+2.7%AddedHistory
DCDakota Gold Corp.COM297$1.50K<0.1%+25+9.2%AddedHistory
OSCROscar Health, Inc.CL A131$1.50K<0.1%−1,949−93.7%ReducedHistory
KMTSKestra Medical Technologies, Ltd.SHS76$1.52K<0.1%+11+16.9%AddedHistory
CCBCoastal Financial CorpCOM NEW20$1.52K<0.1%−280−93.3%ReducedHistory
AVRAnteris Technologies Global Corp.COM274$1.52K<0.1%+234+585.0%AddedHistory
CORZCore Scientific, Inc.COM102$1.52K<0.1%+10+10.9%AddedHistory
ASMBAssembly Biosciences, Inc.COM NEW55$1.53K<0.1%00.0%UnchangedHistory
IPXIPERIONX LtdSPONSORED ADS59$1.54K<0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735B108COM SHS12$1.54K<0.1%00.0%Unchanged–
FNLCFirst Bancorp, IncCOM55$1.54K<0.1%+12+27.9%AddedHistory
iShares Inc464286806MSCI GERMANY ETF39$1.55K<0.1%00.0%Unchanged–
AVDAmerican Vanguard CorpCOM624$1.55K<0.1%−136−17.9%ReducedHistory
GAMEGameSquare Holdings, Inc.COM5,750$1.55K<0.1%+3,485+153.9%AddedHistory
PNTGPennant Group, Inc.COM51$1.55K<0.1%+28+121.7%AddedHistory
PRTAProthena Corp Public Ltd CoSHS160$1.55K<0.1%+70+77.8%AddedHistory
AGIOAgios Pharmaceuticals, Inc.COM46$1.55K<0.1%+12+35.3%AddedHistory
RNACCartesian Therapeutics, Inc.COM NEW253$1.56K<0.1%+247+4,116.7%AddedHistory
ARQArq, Inc.COM608$1.56K<0.1%+490+415.3%AddedHistory
VanEck Vectors ETF Tr92189F205STEEL ETF17$1.56K<0.1%+17New–
VMDViemed Healthcare, Inc.COM170$1.57K<0.1%+138+431.3%AddedHistory
MOBMobilicom LtdORD SHS NEW306$1.57K<0.1%−744−70.9%ReducedHistory
ATSATS CorpCOM56$1.58K<0.1%−13−18.8%ReducedHistory
KALVKalVista Pharmaceuticals, Inc.COM79$1.59K<0.1%−66−45.5%ReducedHistory
PDYNPalladyne AI Corp.COM NEW263$1.60K<0.1%+263NewHistory
NNENano Nuclear Energy Inc.COM78$1.60K<0.1%+28+56.0%AddedHistory
NREFNexPoint Real Estate Finance, Inc.COM119$1.60K<0.1%+9+8.2%AddedHistory
KLCKinderCare Learning Companies, Inc.COM731$1.61K<0.1%+643+730.7%AddedHistory
TARSTarsus Pharmaceuticals, Inc.COM23$1.61K<0.1%−7−23.3%ReducedHistory
SMTISanara MedTech Inc.COM94$1.62K<0.1%+93+9,300.0%AddedHistory
MEDMedifast IncCOM159$1.62K<0.1%−22−12.2%ReducedHistory
DAVAEndava plcADS367$1.62K<0.1%−140−27.6%ReducedHistory
VYGRVoyager Therapeutics, Inc.COM421$1.63K<0.1%+136+47.7%AddedHistory
SEPNSepterna, Inc.COM68$1.63K<0.1%+5+7.9%AddedHistory
CPRICapri Holdings LtdSHS93$1.64K<0.1%−9−8.8%ReducedHistory
RICKRci Hospitality Holdings, Inc.COM72$1.64K<0.1%+50+227.3%AddedHistory
EXFYExpensify, Inc.COM CL A1,900$1.65K<0.1%+1,387+270.4%AddedHistory
CDXSCodexis, Inc.COM1,016$1.66K<0.1%+1,016NewHistory
BHEBenchmark Electronics IncCOM30$1.68K<0.1%+20+200.0%AddedHistory
XPELXPEL, Inc.COM38$1.68K<0.1%+19+100.0%AddedHistory
AIRJAirJoule Technologies Corp.CL A671$1.68K<0.1%+671NewHistory
FLOCFlowco Holdings Inc.COM CL A82$1.69K<0.1%+3+3.8%AddedHistory
WLFCWillis Lease Finance CorpCOM10$1.70K<0.1%+1+11.1%AddedHistory
SIMGRUPO SIMEC, S.A.B. de C.V.ADR58$1.70K<0.1%00.0%UnchangedHistory
VCELVericel CorpCOM53$1.70K<0.1%+52+5,200.0%AddedHistory
BSVNBank7 Corp.COM43$1.72K<0.1%+2+4.9%AddedHistory
ADEAAdeia Inc.COM72$1.73K<0.1%+66+1,100.0%AddedHistory
BHCBausch Health Companies Inc.Stock321$1.73K<0.1%+125+63.8%AddedHistory
JACKJack in the Box IncCOM180$1.74K<0.1%−255−58.6%ReducedHistory
DMRCDigimarc CorpCOM356$1.75K<0.1%+332+1,383.3%AddedHistory
SSPE.W. Scripps CoCL A NEW471$1.75K<0.1%−996−67.9%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