Skip to main content

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
NENoble Corp plcORD SHS A3,080$151.1K<0.1%+521+20.4%AddedHistory
AEGAegon Ltd.AMER REG 1 CERT20,797$151.0K<0.1%+6,012+40.7%AddedHistory
GFIGold Fields LtdSPONSORED ADR3,324$150.9K<0.1%+380+12.9%AddedHistory
FOXFox CorpCL B COM2,838$150.7K<0.1%+613+27.6%AddedHistory
FFIVF5, Inc.Stock517$149.8K<0.1%+194+60.1%AddedHistory
FDSFactset Research Systems IncStock690$149.7K<0.1%−889−56.3%ReducedHistory
LNTAlliant Energy CorpStock2,082$149.4K<0.1%+623+42.7%AddedHistory
PSAPublic StorageCOM550$149.1K<0.1%+54+10.9%AddedHistory
Vanguard Utilities ETF92204A876ETF750$148.6K<0.1%+275+57.9%Added–
INVHInvitation Homes Inc.COM5,975$148.5K<0.1%−4,496−42.9%ReducedHistory
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF1,360$148.2K<0.1%−1,386−50.5%Reduced–
IXOrix CorpSPONSORED ADR4,919$147.5K<0.1%+120+2.5%AddedHistory
NOVNOV Inc.COM7,833$147.3K<0.1%+449+6.1%AddedHistory
DOXAmdocs LtdSHS2,255$147.2K<0.1%+550+32.3%AddedHistory
BVNBuenaventura Mining Co IncSPONSORED ADR4,078$147.0K<0.1%+515+14.5%AddedHistory
GLPIGaming & Leisure Properties, Inc.COM3,312$147.0K<0.1%−126−3.7%ReducedHistory
QRVOQorvo, Inc.Stock1,892$146.4K<0.1%+13+0.7%AddedHistory
NXSTNexstar Media Group, Inc.COMMON STOCK810$146.4K<0.1%+42+5.5%AddedHistory
RRyder System IncCOM713$146.0K<0.1%+374+110.3%AddedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,450$145.9K<0.1%−345−19.2%Reduced–
UNMUnum GroupStock1,995$145.7K<0.1%+9+0.5%AddedHistory
BOXBox IncCL A6,150$145.4K<0.1%+2,292+59.4%AddedHistory
KTBKontoor Brands, Inc.Stock2,064$145.1K<0.1%+269+15.0%AddedHistory
WAYWaystar Holding Corp.COM5,998$144.6K<0.1%+3,598+149.9%AddedHistory
iShares Tr46434V282U S EQUITY FACTR2,191$144.6K<0.1%+6+0.3%Added–
EGEverest Group, Ltd.COM441$144.1K<0.1%−623−58.6%ReducedHistory
CDECoeur Mining, Inc.COM NEW7,641$143.4K<0.1%+4,129+117.6%AddedHistory
Unified Ser Tr90470L469ONEASCENT EMGRG3,555$143.3K<0.1%+1,347+61.0%Added–
FNVFranco Nevada CorpStock579$143.0K<0.1%+193+50.0%AddedHistory
TCBITexas Capital Bancshares IncCOM1,504$142.7K<0.1%+189+14.4%AddedHistory
CSLCarlisle Companies IncCOM427$142.5K<0.1%−44−9.3%ReducedHistory
PORPortland General Electric CoCOM NEW2,695$142.2K<0.1%+1,011+60.0%AddedHistory
Invesco Exch TRD SLF Idx FD46138J619RUSL 1000 DYNM2,365$142.2K<0.1%+6+0.3%Added–
GATXGatx CorpCOM832$142.1K<0.1%+130+18.5%AddedHistory
STEPStepStone Group Inc.COM CL A2,974$141.9K<0.1%+184+6.6%AddedHistory
AGXArgan IncStock260$141.6K<0.1%−5−1.9%ReducedHistory
VALEVale S.A.SPONSORED ADS8,853$140.8K<0.1%−314−3.4%ReducedHistory
DXCMDexcom IncCOM2,229$140.0K<0.1%−443−16.6%ReducedHistory
ALSNAllison Transmission Holdings IncStock1,190$139.3K<0.1%+458+62.6%AddedHistory
BEBloom Energy CorpCOM CL A1,027$139.1K<0.1%+242+30.8%AddedHistory
PEGAPegasystems IncCOM3,254$138.5K<0.1%−1,414−30.3%ReducedHistory
Dimensional Ultrashort Fixed Income ETF25434V591ETF2,724$138.1K<0.1%−1,464−35.0%Reduced–
KNFKnife River CorpStock1,677$136.9K<0.1%+737+78.4%AddedHistory
AVPTAvePoint, Inc.COM CL A14,379$136.7K<0.1%+3,768+35.5%AddedHistory
VLYValley National BancorpCOM11,109$136.4K<0.1%+4,972+81.0%AddedHistory
ABCBAmeris BancorpCOM1,745$136.1K<0.1%+30+1.7%AddedHistory
SANMSanmina CorpCOM1,048$135.9K<0.1%+54+5.4%AddedHistory
Invesco Exch Traded FD Tr II46138E354S&P500 LOW VOL1,856$135.7K<0.1%00.0%Unchanged–
CPBCAMPBELL'S CoCOM6,094$135.7K<0.1%+1,535+33.7%AddedHistory
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX1,352$135.4K<0.1%+846+167.2%Added–
ALNTAllient IncCOM2,289$135.3K<0.1%+2,245+5,102.3%AddedHistory
LYVLive Nation Entertainment, Inc.COM886$135.1K<0.1%+103+13.2%AddedHistory
GFSGLOBALFOUNDRIES Inc.Stock3,037$135.1K<0.1%−188−5.8%ReducedHistory
INSMINSMED IncCOM PAR $.01826$135.1K<0.1%+79+10.6%AddedHistory
OGSONE Gas, Inc.COM1,566$134.9K<0.1%+767+96.0%AddedHistory
IONSIonis Pharmaceuticals IncCOM1,794$134.7K<0.1%+657+57.8%AddedHistory
SBSWSibanye Stillwater LtdSPONSORED ADR10,932$134.7K<0.1%+341+3.2%AddedHistory
QTWOQ2 Holdings, Inc.COM2,842$134.4K<0.1%+2,647+1,357.4%AddedHistory
LOPEGrand Canyon Education, Inc.COM790$134.3K<0.1%−105−11.7%ReducedHistory
SONSonoco Products CoCOM2,476$133.9K<0.1%+249+11.2%AddedHistory
AVBAvalonbay Communities IncCOM819$133.9K<0.1%+168+25.8%AddedHistory
KOFCoca Cola Femsa SAB de CVSPONS ADS REP1,371$133.8K<0.1%+101+8.0%AddedHistory
RPMRPM International IncCOM1,345$133.8K<0.1%−248−15.6%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,628$133.5K<0.1%−9−0.5%Reduced–
FSLRFirst Solar, Inc.Stock672$132.6K<0.1%+101+17.7%AddedHistory
RQICohen & Steers Quality Income Realty Fund IncCEF11,000$132.6K<0.1%00.0%UnchangedHistory
NTRNutrien Ltd.COM1,743$131.5K<0.1%+760+77.3%AddedHistory
TTMITTM Technologies IncCOM1,347$131.2K<0.1%+150+12.5%AddedHistory
WDSWoodside Energy Group LtdADR5,491$131.1K<0.1%−265−4.6%ReducedHistory
JXNJackson Financial Inc.COM CL A1,239$131.0K<0.1%+29+2.4%AddedHistory
GGGGraco IncCOM1,545$130.8K<0.1%+619+66.8%AddedHistory
AIZAssurant, Inc.Stock600$130.7K<0.1%+76+14.5%AddedHistory
SIMOSilicon Motion Technology CORPSPONSORED ADR1,159$130.2K<0.1%+511+78.9%AddedHistory
MUSAMurphy USA Inc.COM263$129.9K<0.1%−188−41.7%ReducedHistory
BNLBroadstone Net Lease, Inc.COM7,075$129.3K<0.1%+1,788+33.8%AddedHistory
RTORentokil Initial PLCSPONSORED ADR4,096$128.9K<0.1%+2,142+109.6%AddedHistory
CARGCarGurus, Inc.COM CL A3,778$128.6K<0.1%+834+28.3%AddedHistory
iShares Core High Dividend ETF46429B663ETF944$128.1K<0.1%−1−0.1%Reduced–
HMYHarmony Gold Mining Co LtdADR8,321$127.9K<0.1%−382−4.4%ReducedHistory
MPTMedical Properties Trust IncCOM27,536$127.5K<0.1%−3,602−11.6%ReducedHistory
ALLYAlly Financial Inc.Stock3,243$127.2K<0.1%+1,787+122.7%AddedHistory
WITWipro LtdSPON ADR 1 SH59,889$127.0K<0.1%+5,398+9.9%AddedHistory
WALWestern Alliance BancorporationCOM1,787$126.6K<0.1%+953+114.3%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM2,722$126.4K<0.1%+1,695+165.0%AddedHistory
SAIASaia IncCOM359$126.1K<0.1%−69−16.1%ReducedHistory
OWLBlue Owl Capital Inc.COM CL A13,808$126.1K<0.1%+12,172+744.0%AddedHistory
Pacer FDS Tr69374H634AMERICAN ENERGY2,682$126.0K<0.1%+6+0.2%Added–
NEUNewmarket CorpCOM196$125.7K<0.1%+3+1.6%AddedHistory
AWRAmerican States Water CoCOM1,662$125.7K<0.1%−25−1.5%ReducedHistory
JPCNuveen Preferred & Income Opportunities FundCOM16,645$125.5K<0.1%00.0%UnchangedHistory
SBACSba Communications CorpCL A728$125.4K<0.1%+126+20.9%AddedHistory
MKCMcCormick & Co IncStock2,481$125.1K<0.1%+692+38.7%AddedHistory
MRPMillrose Properties, Inc.COM CL A4,468$125.1K<0.1%−338−7.0%ReducedHistory
AEISAdvanced Energy Industries IncCOM387$124.9K<0.1%+26+7.2%AddedHistory
AFRMAffirm Holdings, Inc.COM CL A2,721$124.7K<0.1%−75−2.7%ReducedHistory
REXRRexford Industrial Realty, Inc.COM3,804$124.5K<0.1%+441+13.1%AddedHistory
FCNCAFirst Citizens Bancshares IncCL A66$124.4K<0.1%−8−10.8%ReducedHistory
QLYSQualys, Inc.COM1,415$124.3K<0.1%+184+14.9%AddedHistory
QQnity Electronics, Inc.COMMON STOCK1,075$124.0K<0.1%+60+5.9%AddedHistory
SUISun Communities IncCOM982$123.7K<0.1%+209+27.0%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