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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
OCOwens CorningStock2,016$218.2K<0.1%+1,047+108.0%AddedHistory
LPLALPL Financial Holdings Inc.COM725$217.8K<0.1%−122−14.4%ReducedHistory
DDDuPont de Nemours, Inc.COM4,744$217.3K<0.1%+368+8.4%AddedHistory
Nextplat Corp Com New68557F100Stock580,686$216.0K<0.1%00.0%Unchanged–
FFord Motor CoStock18,714$216.0K<0.1%+511+2.8%AddedHistory
CVECenovus Energy Inc.COM8,107$215.1K<0.1%+1,843+29.4%AddedHistory
NXPINXP Semiconductors N.V.COM1,092$215.0K<0.1%+398+57.3%AddedHistory
ALCAlcon IncStock2,852$214.9K<0.1%+936+48.9%AddedHistory
CACICACI International IncCL A395$214.8K<0.1%+35+9.7%AddedHistory
iShares Core MSCI Total International Stock ETF46432F834ETF2,478$214.7K<0.1%+413+20.0%Added–
DRIDarden Restaurants IncCOM1,095$214.7K<0.1%+31+2.9%AddedHistory
EVRGEvergy, Inc.Stock2,617$214.4K<0.1%+644+32.6%AddedHistory
TREXTrex Co IncCOM5,865$213.6K<0.1%+1,781+43.6%AddedHistory
VNTVontier CorpStock5,971$211.8K<0.1%+2,440+69.1%AddedHistory
ALNYAlnylam Pharmaceuticals, Inc.COM640$211.8K<0.1%−421−39.7%ReducedHistory
Innovator ETFs Trust45782C508US EQTY PWR BUF4,589$211.7K<0.1%00.0%Unchanged–
AMCRAmcor plcCOM NEW5,318$211.4K<0.1%−677−11.3%ReducedConverted for a 1-for-5 splitHistory
RJFRaymond James Financial IncCOM1,455$210.7K<0.1%+113+8.4%AddedHistory
TKCTurkcell Iletisim Hizmetleri A SSPON ADR NEW34,834$210.0K<0.1%+14,293+69.6%AddedHistory
ASHAshland Inc.COM3,763$209.3K<0.1%−237−5.9%ReducedHistory
IDAIdacorp IncCOM1,463$209.2K<0.1%+264+22.0%AddedHistory
UVXYProShares Trust IIULTRA VIX SHORT3,998$209.1K<0.1%00.0%UnchangedHistory
HUBBHubbell IncCOM426$209.0K<0.1%−93−17.9%ReducedHistory
PHMPultegroup IncCOM1,775$208.8K<0.1%+530+42.6%AddedHistory
CRUSCirrus Logic, Inc.Stock1,443$208.7K<0.1%+232+19.2%AddedHistory
DLTRDollar Tree, Inc.COM1,902$208.3K<0.1%+351+22.6%AddedHistory
FMXMexican Economic Development IncSPON ADR UNITS1,875$208.2K<0.1%+545+41.0%AddedHistory
KLICKulicke & Soffa Industries IncCOM3,157$207.5K<0.1%+2,380+306.3%AddedHistory
NWSANews CorpCL A8,299$206.9K<0.1%+1,739+26.5%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock7,532$206.8K<0.1%+2,007+36.3%AddedHistory
SESea LtdSPONSORD ADS2,493$206.4K<0.1%+751+43.1%AddedHistory
PIMCO ETF Tr72201R817INV GRD CRP BD2,129$206.1K<0.1%−499−19.0%Reduced–
ProShares Tr74347R107PSHS ULT S&P 5003,972$206.1K<0.1%+377+10.5%Added–
KEYKeycorpCOM10,265$205.8K<0.1%+522+5.4%AddedHistory
PPLPPL CorpCOM5,366$205.0K<0.1%+849+18.8%AddedHistory
ProShares Tr74349Y753SHOR S&P 500 NEW5,401$204.9K<0.1%+5,229+3,040.1%Added–
BLDRBuilders FirstSource, Inc.Stock2,482$204.3K<0.1%+985+65.8%AddedHistory
SNNSmith & Nephew PLCSPDN ADR NEW6,427$204.3K<0.1%+1,602+33.2%AddedHistory
INGRIngredion IncCOM1,812$204.2K<0.1%+784+76.3%AddedHistory
IRIngersoll Rand Inc.COM2,545$203.8K<0.1%+120+4.9%AddedHistory
iShares Russell Top 200 Growth ETF464289438ETF817$203.4K<0.1%+18+2.3%Added–
AEEAmeren CorpCOM1,847$203.0K<0.1%+544+41.7%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF4,423$203.0K<0.1%−10−0.2%Reduced–
ESTCElastic N.V.ORD SHS4,054$202.7K<0.1%−4,994−55.2%ReducedHistory
OTISOtis Worldwide CorpStock2,618$201.9K<0.1%−2,288−46.6%ReducedHistory
GILGildan Activewear Inc.Stock3,626$201.8K<0.1%+672+22.7%AddedHistory
VLTOVeralto CorpStock2,282$201.8K<0.1%−955−29.5%ReducedHistory
LSTRLandstar System IncCOM1,256$201.4K<0.1%+719+133.9%AddedHistory
Neos ETF Trust78433H303NEOS S&P 500 HI4,075$201.2K<0.1%+1,975+94.0%Added–
BTSGBrightSpring Health Services, Inc.COM4,718$201.0K<0.1%+892+23.3%AddedHistory
BNBROOKFIELD CorpCL A LTD VT SH4,961$200.8K<0.1%−18−0.4%ReducedHistory
Pacer FDS Tr69374H436METAURUS CAP 4005,000$200.7K<0.1%00.0%Unchanged–
MAAMid America Apartment Communities Inc.COM1,643$200.7K<0.1%+729+79.8%AddedHistory
MTDRMatador Resources CoCOM3,172$200.4K<0.1%+858+37.1%AddedHistory
iShares Inc464286327MSCI GLB SLV&MTL5,640$200.0K<0.1%+26+0.5%Added–
ENSGEnsign Group, IncCOM992$199.9K<0.1%+232+30.5%AddedHistory
DOCUDocuSign, Inc.Stock4,217$199.9K<0.1%+2,681+174.5%AddedHistory
RYAAYRyanair Holdings PLCSPONSORED ADR3,443$199.0K<0.1%+811+30.8%AddedHistory
iShares Flexible Income Active ETF092528603ETF3,825$198.6K<0.1%−664−14.8%Reduced–
IHGIntercontinental Hotels Group PLCSPONSORED ADS1,484$198.1K<0.1%+29+2.0%AddedHistory
VanEck Semiconductor ETF92189F676ETF515$197.6K<0.1%−531−50.8%Reduced–
J P Morgan Exchange Traded F46641Q852INTL BD OPP ETF4,128$197.4K<0.1%+742+21.9%Added–
KTKT CorpSPONSORED ADR9,122$195.7K<0.1%+2,653+41.0%AddedHistory
THGHanover Insurance Group, Inc.COM1,127$195.4K<0.1%+59+5.5%AddedHistory
HPQHP IncStock10,137$194.7K<0.1%−3,444−25.4%ReducedHistory
Invesco Exch Traded FD Tr II46138G508SR LN ETF9,533$194.6K<0.1%00.0%Unchanged–
TERNTerns Pharmaceuticals, Inc.COM3,689$194.5K<0.1%+1,482+67.1%AddedHistory
CFCF Industries Holdings, Inc.COM1,496$194.2K<0.1%+97+6.9%AddedHistory
AMKRAmkor Technology, Inc.COM4,311$194.1K<0.1%+943+28.0%AddedHistory
BROBrown & Brown, Inc.Stock2,976$194.0K<0.1%+2,134+253.4%AddedHistory
HALOHalozyme Therapeutics, Inc.COM3,001$194.0K<0.1%+48+1.6%AddedHistory
ARCCAres Capital CorpCEF10,731$193.4K<0.1%+469+4.6%AddedHistory
DPZDominos Pizza IncCOM537$192.8K<0.1%+344+178.2%AddedHistory
LUVSouthwest Airlines CoCOM5,131$192.8K<0.1%+508+11.0%AddedHistory
NOKNokia CorpSPONSORED ADR23,964$192.7K<0.1%+9,138+61.6%AddedHistory
OMFOneMain Holdings, Inc.COM3,576$191.3K<0.1%+1,006+39.1%AddedHistory
FEFirstenergy CorpCOM3,774$191.2K<0.1%+1,173+45.1%AddedHistory
CGNXCognex CorpCOM3,888$190.5K<0.1%+888+29.6%AddedHistory
ENSEnerSysCOM1,096$190.4K<0.1%+410+59.8%AddedHistory
MKLMarkel Group Inc.COM99$189.5K<0.1%+17+20.7%AddedHistory
MASIMasimo CorpCOM1,064$189.3K<0.1%+88+9.0%AddedHistory
TDToronto Dominion BankStock2,026$189.1K<0.1%+818+67.7%AddedHistory
ARGXArgenx SESPONSORED ADR258$188.4K<0.1%+53+25.9%AddedHistory
RMBSRambus IncCOM2,188$188.3K<0.1%+282+14.8%AddedHistory
CNHCNH Industrial N.V.SHS17,093$188.0K<0.1%+2,920+20.6%AddedHistory
CRCrane CoCOMMON STOCK1,099$188.0K<0.1%+102+10.2%AddedHistory
ATRAptargroup, Inc.Stock1,491$187.9K<0.1%+521+53.7%AddedHistory
PEGPublic Service Enterprise Group IncCOM2,319$187.6K<0.1%−448−16.2%ReducedHistory
SNASnap-on IncCOM515$187.2K<0.1%+87+20.3%AddedHistory
POOLPool CorpCOM923$186.8K<0.1%+243+35.7%AddedHistory
Virtus ETF Tr II92790A868KAR MID-CAP ETF7,822$186.5K<0.1%−822−9.5%Reduced–
LAURLaureate Education, Inc.COMMON STOCK5,349$186.4K<0.1%+2,007+60.1%AddedHistory
PBAPembina Pipeline CorpCOM4,154$185.9K<0.1%+1,590+62.0%AddedHistory
iShares Core S&P US Value ETF464287663ETF1,809$185.0K<0.1%−342−15.9%Reduced–
VSATViasat IncCOM4,026$184.4K<0.1%+1,766+78.1%AddedHistory
JEFJefferies Financial Group Inc.COM4,462$184.1K<0.1%+499+12.6%AddedHistory
NLYAnnaly Capital Management IncREIT8,682$183.6K<0.1%−288−3.2%ReducedHistory
STTState Street CorpCOM1,450$183.6K<0.1%+153+11.8%AddedHistory
PIIPolaris Inc.Stock3,367$183.5K<0.1%+552+19.6%AddedHistory
APAMArtisan Partners Asset Management Inc.CL A5,036$183.3K<0.1%+1,037+25.9%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