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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
WTRGEssential Utilities, Inc.COM4,549$183.2K<0.1%+1,250+37.9%AddedHistory
STMSTMicroelectronics N.V.NY REGISTRY5,293$182.9K<0.1%+2,390+82.3%AddedHistory
Virtus ETF Tr II92790A850SEIX AAA PRIVAAT7,342$182.5K<0.1%+85+1.2%Added–
APTVAptiv PLCStock2,624$182.2K<0.1%+141+5.7%AddedHistory
TYLTyler Technologies IncCOM532$182.1K<0.1%−169−24.1%ReducedHistory
YUMCYum China Holdings, Inc.COM3,719$181.4K<0.1%+1,370+58.3%AddedHistory
CCICrown Castle Inc.REIT2,230$181.4K<0.1%+739+49.6%AddedHistory
iShares Tr4642874407-10 YR TRSY BD1,898$181.2K<0.1%−1,388−42.2%Reduced–
CLXClorox CoStock1,739$180.2K<0.1%+783+81.9%AddedHistory
Pacer FDS Tr69374H659CASH COWS ETF3,931$179.8K<0.1%+2,178+124.2%Added–
TROWPrice T Rowe Group IncStock1,993$179.6K<0.1%+319+19.1%AddedHistory
SAICScience Applications International CorpCOM1,887$179.1K<0.1%+1,081+134.1%AddedHistory
PRPermian Resources CorpCLASS A COM8,386$178.8K<0.1%+5,900+237.3%AddedHistory
Victory Portfolios II92647N865VCSHS US LRG CAP2,388$177.9K<0.1%+14+0.6%Added–
EPREpr PropertiesCOM SH BEN INT3,544$177.1K<0.1%−171−4.6%ReducedHistory
BCXBlackRock Resources & Commodities Strategy TrustSHS14,688$177.0K<0.1%00.0%UnchangedHistory
TWLOTwilio IncCL A1,405$176.8K<0.1%+324+30.0%AddedHistory
State Street SPDR Portfolio Developed World Ex-US ETF78463X889ETF3,869$176.6K<0.1%+32+0.8%Added–
PSOPearson PLCSPONSORED ADR13,350$175.3K<0.1%+3,080+30.0%AddedHistory
NWENorthWestern Energy Group, Inc.COM NEW2,646$174.5K<0.1%+458+20.9%AddedHistory
WSMWilliams Sonoma IncCOM953$173.8K<0.1%+423+79.8%AddedHistory
DRDDrdgold LtdSPON ADR REPSTG5,895$173.1K<0.1%+1,059+21.9%AddedHistory
OROR Royalties Inc.COM SHS4,539$172.6K<0.1%+2,209+94.8%AddedHistory
ANFAbercrombie & Fitch CoCL A1,886$172.3K<0.1%+677+56.0%AddedHistory
CNICanadian National Railway CoStock1,677$172.3K<0.1%+159+10.5%AddedHistory
iShares Tr46434V647GLOBAL REIT ETF6,849$172.2K<0.1%+68+1.0%Added–
BKHBlack Hills CorpCOM2,479$172.1K<0.1%+440+21.6%AddedHistory
Capital Group Dividend Growe14021L109SHS ETF4,786$171.8K<0.1%+550+13.0%Added–
FWONKLiberty Media CorpCOM LBTY ONE S C2,015$171.3K<0.1%−43−2.1%ReducedHistory
OGEOGE Energy Corp.COM3,571$171.3K<0.1%+1,738+94.8%AddedHistory
FHIFederated Hermes, Inc.CL B3,012$170.8K<0.1%+1,205+66.7%AddedHistory
iShares Inc46434G855MSCI GBL GOLD MN2,162$170.8K<0.1%−46−2.1%Reduced–
VMIValmont Industries IncCOM426$170.3K<0.1%−33−7.2%ReducedHistory
PPGPPG Industries IncStock1,588$169.8K<0.1%+147+10.2%AddedHistory
ZSZscaler, Inc.Stock1,210$169.8K<0.1%−630−34.2%ReducedHistory
NDSNNordson CorpCOM638$169.7K<0.1%−48−7.0%ReducedHistory
iShares Tr46435G516ESG AW MSCI EAFE1,772$169.5K<0.1%+12+0.7%Added–
Vanguard Morningstar Large-Cap ETF922908637ETF567$169.4K<0.1%00.0%Unchanged–
WDAYWorkday, Inc.CL A1,304$169.4K<0.1%+7+0.5%AddedHistory
PDDPDD Holdings Inc.SPONSORED ADS1,649$168.5K<0.1%+102+6.6%AddedHistory
HLHecla Mining CoCOM9,025$168.1K<0.1%+3,960+78.2%AddedHistory
LDOSLeidos Holdings, Inc.COM1,080$168.0K<0.1%−453−29.5%ReducedHistory
CHWYChewy, Inc.CL A6,216$167.8K<0.1%+863+16.1%AddedHistory
iShares Tr46432F388MSCI USA VALUE1,179$167.7K<0.1%+208+21.4%Added–
ALVAutoliv IncCOM1,593$167.5K<0.1%+596+59.8%AddedHistory
FORMFormfactor IncCOM1,727$167.5K<0.1%+586+51.4%AddedHistory
CPCanadian Pacific Kansas City LtdCOM2,128$167.4K<0.1%+610+40.2%AddedHistory
GTLBGitlab Inc.CLASS A COM7,731$167.3K<0.1%+1,713+28.5%AddedHistory
BlackRock ETF Trust09290C608ISHA WORL EX ETF3,023$167.1K<0.1%−37−1.2%Reduced–
BBWIBath & Body Works, Inc.COM8,938$166.9K<0.1%+2,885+47.7%AddedHistory
COLLCollegium Pharmaceutical, IncCOM5,035$166.5K<0.1%+861+20.6%AddedHistory
OLLIOllie's Bargain Outlet Holdings, Inc.Stock1,798$165.5K<0.1%+318+21.5%AddedHistory
J P Morgan Exchange Traded F46641Q761US QUALTY FCTR2,697$165.4K<0.1%−1,915−41.5%Reduced–
SHCSotera Health CoCOM11,518$165.2K<0.1%+3,946+52.1%AddedHistory
NFGNational Fuel Gas CoStock1,757$165.1K<0.1%−169−8.8%ReducedHistory
NVMINova Ltd.COM379$164.6K<0.1%+99+35.4%AddedHistory
FUTUFutu Holdings LtdSPON ADS CL A1,203$164.5K<0.1%+443+58.3%AddedHistory
Innovator ETFs Trust45783Y855DEFINED WLT SHLD4,900$164.0K<0.1%−4,127−45.7%Reduced–
AGNCAGNC Investment Corp.REIT16,273$163.2K<0.1%+2,576+18.8%AddedHistory
FERFerrovial N.V.ORD SHS2,505$163.0K<0.1%+1,064+73.8%AddedHistory
CPNGCoupang, Inc.CL A8,621$162.8K<0.1%+4,970+136.1%AddedHistory
PACSPACS Group, Inc.COM SHS5,064$162.7K<0.1%+4,465+745.4%AddedHistory
Innovator ETFs Trust45782C276GRWT100 PWR BUF2,264$161.7K<0.1%−16−0.7%Reduced–
BCEBce IncCOM NEW6,393$161.4K<0.1%+2,448+62.1%AddedHistory
WSOWatsco IncCOM443$161.3K<0.1%+14+3.3%AddedHistory
VVRInvesco Senior Income TrustCOM50,046$161.1K<0.1%00.0%UnchangedHistory
COHRCoherent Corp.COM676$161.0K<0.1%+128+23.4%AddedHistory
VALValaris LtdCL A1,639$160.7K<0.1%+3+0.2%AddedHistory
ARLOArlo Technologies, Inc.COM11,281$160.5K<0.1%+1,884+20.0%AddedHistory
Global X FDS37954Y632ARTIFICIAL ETF3,432$160.2K<0.1%+13+0.4%Added–
CLSCelestica IncStock569$160.1K<0.1%+43+8.2%AddedHistory
XYLXylem Inc.COM1,338$160.0K<0.1%+282+26.7%AddedHistory
FLRFluor CorpStock3,404$158.8K<0.1%−1,090−24.3%ReducedHistory
ALSumisho Air Lease CorpCL A2,436$158.2K<0.1%−653−21.1%ReducedHistory
SNYSanofiSPONSORED ADR3,283$158.2K<0.1%+1,408+75.1%AddedHistory
WSTWest Pharmaceutical Services IncCOM630$158.0K<0.1%−446−41.4%ReducedHistory
Invesco Exchange Traded FD T46137V464S&P MDCP MOMNTUM1,087$157.6K<0.1%+1,087New–
LEALear CorpCOM NEW1,298$157.2K<0.1%+373+40.3%AddedHistory
VIVTelefonica Brasil S.A.SPONSORED ADS9,840$156.6K<0.1%+3,736+61.2%AddedHistory
Vanguard Scottsdale FDS92206C813LG-TERM COR BD2,092$156.3K<0.1%+1,046+100.0%Added–
FOFCohen & Steers Closed-End Opportunity Fund, Inc.COM12,157$156.0K<0.1%00.0%UnchangedHistory
BCMLBayCom CorpCOM5,241$155.8K<0.1%−169−3.1%ReducedHistory
FMCFMC CorpCOM NEW9,041$155.7K<0.1%+8,804+3,714.8%AddedHistory
PHIPLDT Inc.SPONSORED ADR7,390$155.5K<0.1%+3,155+74.5%AddedHistory
Global X FDS37954Y889S&P 500 CATHOLIC1,989$155.4K<0.1%00.0%Unchanged–
LADLithia Motors IncCOM622$155.4K<0.1%−204−24.7%ReducedHistory
CRCCalifornia Resources CorpCOM STOCK2,234$154.6K<0.1%+268+13.6%AddedHistory
TECKTeck Resources LtdCL B2,987$154.6K<0.1%+1,026+52.3%AddedHistory
SEISolaris Energy Infrastructure, Inc.COM CL A2,723$153.9K<0.1%+9+0.3%AddedHistory
TLNTalen Energy CorpCOM482$153.9K<0.1%+7+1.5%AddedHistory
CHEChemed CorpCOM406$153.4K<0.1%+35+9.4%AddedHistory
MZTIMarzetti CoCOM1,106$153.0K<0.1%+536+94.0%AddedHistory
TXG10x Genomics, Inc.CL A COM7,186$152.6K<0.1%+1,012+16.4%AddedHistory
SVMSilvercorp Metals IncCOM14,177$152.3K<0.1%+6,674+89.0%AddedHistory
LMATLemaitre Vascular IncCOM1,393$152.0K<0.1%+308+28.4%AddedHistory
FUSBFirst US Bancshares, Inc.COM9,932$152.0K<0.1%+4,966+100.0%AddedHistory
PCTYPaylocity Holding CorpCOM1,404$151.7K<0.1%+180+14.7%AddedHistory
PKXPosco Holdings Inc.SPONSORED ADR2,591$151.5K<0.1%+1,029+65.9%AddedHistory
FTVFortive CorpStock2,738$151.4K<0.1%+730+36.4%AddedHistory
PIMCO Active Bond Exchange-Traded Fund72201R775ETF1,640$151.3K<0.1%−982−37.5%Reduced–

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