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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
GMABGenmab A/SSPONSORED ADS4,597$123.3K<0.1%+1,565+51.6%AddedHistory
T Rowe Price Exchange-Traded87283Q883FLOATING RATE2,446$123.2K<0.1%00.0%Unchanged–
ROIVRoivant Sciences Ltd.SHS4,433$122.8K<0.1%+1,916+76.1%AddedHistory
ECGEverus Construction Group, Inc.Stock1,040$122.8K<0.1%+61+6.2%AddedHistory
Pacer Trendpilot 100 ETF69374H303ETF1,681$122.6K<0.1%+9+0.5%Added–
Innovator ETFs Trust45782C573US EQTY PWR BUF3,000$122.6K<0.1%00.0%Unchanged–
HWCHancock Whitney CorpCOM1,926$122.5K<0.1%+301+18.5%AddedHistory
DBX ETF Tr233051200XTRACK MSCI EAFE2,477$122.4K<0.1%00.0%Unchanged–
HEI.AHeico CorpCL A578$122.0K<0.1%+228+65.1%AddedHistory
BXSLBlackstone Secured Lending FundCOMMON STOCK5,146$121.9K<0.1%+2,706+110.9%AddedHistory
BAPCredicorp LtdCOM359$121.8K<0.1%+171+91.0%AddedHistory
HBMHudbay Minerals Inc.COM5,824$121.7K<0.1%+2,698+86.3%AddedHistory
BIDUBaidu, Inc.ADR1,090$121.4K<0.1%+161+17.3%AddedHistory
EVTCEVERTEC, Inc.COM4,302$121.4K<0.1%+524+13.9%AddedHistory
ZIONZions Bancorporation, National AssociationCOM2,105$121.3K<0.1%+377+21.8%AddedHistory
PECOPhillips Edison & Company, Inc.COMMON STOCK3,242$121.3K<0.1%+1,130+53.5%AddedHistory
PINSPinterest, Inc.CL A6,610$121.2K<0.1%−5,785−46.7%ReducedHistory
Schwab Strategic Tr808524680LONG TERM US3,851$121.0K<0.1%00.0%Unchanged–
CHDNChurchill Downs IncCOM1,345$120.8K<0.1%+301+28.8%AddedHistory
HTHTH World Group LtdSPONSORED ADS2,395$120.4K<0.1%+872+57.3%AddedHistory
TIMBTim S.A.SPONSORED ADR4,544$120.4K<0.1%+1,925+73.5%AddedHistory
Vanguard Mun BD FDS922907696SHORT TAX EXEMPT1,572$119.9K<0.1%+1,572New–
IDCCInterDigital, Inc.COM397$119.9K<0.1%+147+58.8%AddedHistory
ESNTEssent Group Ltd.COM2,045$119.5K<0.1%−495−19.5%ReducedHistory
RCIRogers Communications IncCL B3,107$119.5K<0.1%+418+15.5%AddedHistory
HRHealthcare Realty Trust IncCL A COM7,017$119.2K<0.1%+2,949+72.5%AddedHistory
SWKStanley Black & Decker, Inc.COM1,677$119.2K<0.1%+720+75.2%AddedHistory
Global X FDS37960A529DEFENSE TECH ETF1,681$119.1K<0.1%+181+12.1%Added–
RYNRayonier IncCOM5,774$119.1K<0.1%+90+1.6%AddedHistory
TRIThomson Reuters CorpCOM NO PAR1,318$118.6K<0.1%+276+26.5%AddedHistory
SPDR Series Trust78468R101ST SHO TREAS ETF4,054$118.3K<0.1%+2,031+100.4%Added–
CNMCore & Main, Inc.CL A2,389$118.0K<0.1%+710+42.3%AddedHistory
RHIRobert Half Inc.COM4,638$117.8K<0.1%−1,181−20.3%ReducedHistory
GRFSGrifols SASP ADR REP B NVT14,685$117.8K<0.1%+6,127+71.6%AddedHistory
NGVTIngevity CorpCOM1,653$117.7K<0.1%+39+2.4%AddedHistory
PAASPan American Silver CorpStock2,146$117.2K<0.1%+1,304+154.9%AddedHistory
CCJCameco CorpStock1,071$116.3K<0.1%+163+18.0%AddedHistory
SIGISelective Insurance Group IncCOM1,540$116.1K<0.1%−117−7.1%ReducedHistory
OIO-I Glass, Inc.COM11,038$116.0K<0.1%+2,495+29.2%AddedHistory
ALKSAlkermes plc.SHS3,278$115.9K<0.1%+823+33.5%AddedHistory
ADUSAddus HomeCare CorpCOM1,237$115.8K<0.1%+198+19.1%AddedHistory
Vanguard Communication Services ETF92204A884ETF642$115.5K<0.1%+321+100.0%Added–
T Rowe Price Exchange-Traded87283Q859VALUE ETF3,172$114.8K<0.1%+3,172New–
TRUTransUnionCOM1,657$114.6K<0.1%+395+31.3%AddedHistory
UIUbiquiti Inc.COM145$114.6K<0.1%+25+20.8%AddedHistory
CHKPCheck Point Software Technologies LtdORD799$114.1K<0.1%+239+42.7%AddedHistory
VIRTVirtu Financial, Inc.CL A2,593$114.0K<0.1%+1,845+246.7%AddedHistory
SKYChampion Homes, Inc.Stock1,530$113.8K<0.1%+589+62.6%AddedHistory
ATROAstronics CorpCOM1,705$113.8K<0.1%+568+50.0%AddedHistory
KIMKimco Realty CorpCOM5,059$113.7K<0.1%+610+13.7%AddedHistory
XPOXPO, Inc.COM584$113.6K<0.1%+221+60.9%AddedHistory
AVAHAveanna Healthcare Holdings, Inc.COM17,552$113.0K<0.1%+3,172+22.1%AddedHistory
EXRExtra Space Storage Inc.COM861$113.0K<0.1%+104+13.7%AddedHistory
KNKnowles CorpCOM4,397$112.9K<0.1%+1,033+30.7%AddedHistory
BAXBaxter International IncStock6,720$112.9K<0.1%+1,763+35.6%AddedHistory
MPMP Materials Corp.COM CL A2,336$112.8K<0.1%+679+41.0%AddedHistory
ASCArdmore Shipping CorpCOM7,358$112.2K<0.1%+680+10.2%AddedHistory
CRCLCircle Internet Group, Inc.COM CL A1,174$112.0K<0.1%+602+105.2%AddedHistory
VSNTVersant Media Group, Inc.COM CL A3,021$111.8K<0.1%+3,021NewHistory
Innovator U.S. Equity Power Buffer ETF - October45782C797ETF2,592$111.7K<0.1%00.0%Unchanged–
AVAAvista CorpCOM2,782$111.7K<0.1%+503+22.1%AddedHistory
AGIAlamos Gold IncStock2,497$110.9K<0.1%+1,056+73.3%AddedHistory
EMDWestern Asset Emerging Markets Debt Fund Inc.COM11,214$110.1K<0.1%00.0%UnchangedHistory
PRCHPorch Group, Inc.COM15,339$110.0K<0.1%+14,943+3,773.5%AddedHistory
QGENQiagen N.V.ORD SHARES2,746$109.9K<0.1%+876+46.8%AddedHistory
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL2,707$109.8K<0.1%+45+1.7%Added–
ALTAltimmune, Inc.COM NEW35,650$109.8K<0.1%+17,967+101.6%AddedHistory
CSGPCostar Group, Inc.COM2,721$109.8K<0.1%+1,026+60.5%AddedHistory
WYWeyerhaeuser CoCOM NEW4,492$109.8K<0.1%+1,997+80.0%AddedHistory
HOLXHologic IncCOM1,450$109.6K<0.1%+338+30.4%AddedHistory
ONCBeOne Medicines Ltd.ADR369$109.6K<0.1%+52+16.4%AddedHistory
BCHBank of ChileSPONSORED ADS2,944$109.0K<0.1%+1,433+94.8%AddedHistory
HLFHerbalife Ltd.COM SHS7,366$108.4K<0.1%+822+12.6%AddedHistory
ESEEsco Technologies IncCOM385$108.3K<0.1%+19+5.2%AddedHistory
SSLSasol LtdSPONSORED ADR8,352$108.2K<0.1%−132−1.6%ReducedHistory
HAEHaemonetics CorpCOM1,920$108.2K<0.1%+211+12.3%AddedHistory
PTYPIMCO Corporate & Income Opportunity FundCOM8,950$107.9K<0.1%00.0%UnchangedHistory
EMBJEmbraer S.A.ADR1,817$107.8K<0.1%−181−9.1%ReducedHistory
VMRKVivmark ResidentialSH BEN INT1,822$107.8K<0.1%+291+19.0%AddedHistory
FXEInvesco CurrencyShares Euro TrustEURO SHS1,009$107.7K<0.1%+1+0.1%AddedHistory
AFGAmerican Financial Group IncCOM843$107.7K<0.1%−75−8.2%ReducedHistory
OISOil States International, IncCOM9,248$107.6K<0.1%+1,502+19.4%AddedHistory
SNSharkNinja, Inc.COM SHS1,013$107.3K<0.1%+149+17.2%AddedHistory
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD6,185$107.1K<0.1%−19−0.3%Reduced–
PTCPTC Inc.Stock752$107.0K<0.1%+89+13.4%AddedHistory
MMSIMerit Medical Systems IncCOM1,551$106.9K<0.1%+216+16.2%AddedHistory
RBB FD Inc74933W536US TREASR 10 YR2,452$106.9K<0.1%+230+10.4%Added–
HRBH&R Block IncCOM3,362$106.7K<0.1%+1,001+42.4%AddedHistory
LNTHLantheus Holdings, Inc.Stock1,396$105.9K<0.1%+853+157.1%AddedHistory
ERICEricsson LM Telephone CoADR B SEK 109,382$105.7K<0.1%+2,647+39.3%AddedHistory
TOSTToast, Inc.Stock3,985$105.6K<0.1%+539+15.6%AddedHistory
OZKBank OZKCOM2,300$105.5K<0.1%+913+65.8%AddedHistory
MCWMister Car Wash, Inc.COM15,125$105.4K<0.1%+7,499+98.3%AddedHistory
OKTAOkta, Inc.CL A1,333$104.9K<0.1%+129+10.7%AddedHistory
IPGPIpg Photonics CorpCOM915$104.9K<0.1%+133+17.0%AddedHistory
MCYMercury General CorpCOM1,185$104.5K<0.1%+40+3.5%AddedHistory
MORNMorningstar, Inc.COM616$104.1K<0.1%−203−24.8%ReducedHistory
IRDMIridium Communications Inc.COM3,750$104.0K<0.1%+2,988+392.1%AddedHistory
STRKStrategy IncSERIES A PERP PF1,464$103.5K<0.1%+1,464NewHistory
GMEDGlobus Medical IncStock1,199$103.3K<0.1%+632+111.5%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