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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
XPEVXpeng Inc.ADS6,035$103.3K<0.1%+2,129+54.5%AddedHistory
LIVNLivaNova PLCSHS1,623$103.2K<0.1%+826+103.6%AddedHistory
FTREFortrea Holdings Inc.COMMON STOCK10,936$103.0K<0.1%+953+9.5%AddedHistory
CRBGCorebridge Financial, Inc.COM4,309$102.8K<0.1%−1,220−22.1%ReducedHistory
FAFFirst American Financial CorpStock1,703$102.7K<0.1%−232−12.0%ReducedHistory
NVSTEnvista Holdings CorpCOM4,039$102.5K<0.1%−184−4.4%ReducedHistory
CRWVCoreWeave, Inc.Stock1,320$102.3K<0.1%+69+5.5%AddedHistory
AVTAvnet IncCOM1,658$102.2K<0.1%+466+39.1%AddedHistory
Litman Gregory FDS Tr53700T827IMGP DBI MAN ETF3,388$102.1K<0.1%−1,043−23.5%Reduced–
CYTKCytokinetics IncCOM NEW1,548$102.0K<0.1%+549+55.0%AddedHistory
LASRNlight, Inc.COM1,783$101.7K<0.1%+721+67.9%AddedHistory
BRCBrady CorpCL A1,249$101.5K<0.1%+251+25.2%AddedHistory
VanEck ETF Trust92189H607OIL SERVICES ETF250$101.1K<0.1%00.0%Unchanged–
DNPDNP Select Income Fund IncCOM9,795$100.9K<0.1%−1,950−16.6%ReducedHistory
SSDSimpson Manufacturing Co., Inc.COM587$100.7K<0.1%−9−1.5%ReducedHistory
FSKFS KKR Capital CorpCOM9,889$100.7K<0.1%+258+2.7%AddedHistory
TTANServiceTitan, Inc.SHS CL A1,586$100.6K<0.1%+680+75.1%AddedHistory
GLXYGalaxy Digital Inc.CL A5,451$100.6K<0.1%+109+2.0%AddedHistory
LINELineage, Inc.COM3,064$100.4K<0.1%+2,300+301.0%AddedHistory
Franklin Templeton ETF Tr35473P629HIGH YIELD CORP4,157$100.3K<0.1%+3,757+939.3%Added–
PRAProassurance CorpCOM4,059$100.3K<0.1%−981−19.5%ReducedHistory
QSRRestaurant Brands International Inc.COM1,357$100.3K<0.1%+290+27.2%AddedHistory
TMHCTaylor Morrison Home CorpCOM1,706$99.4K<0.1%−22−1.3%ReducedHistory
iShares Tr46435U713US INFRASTRUC1,736$99.3K<0.1%+446+34.6%Added–
AMXAmerica Movil SAB de CVSPON ADS RP CL B3,896$99.3K<0.1%+739+23.4%AddedHistory
LINCLincoln Educational Services CorpCOM2,436$99.1K<0.1%+1,932+383.3%AddedHistory
iShares Tr464289420RUS TP200 VL ETF1,063$98.5K<0.1%+37+3.6%Added–
UPWKUpwork, IncCOM8,959$98.2K<0.1%+956+11.9%AddedHistory
PSMTPricesmart IncCOM651$98.0K<0.1%+120+22.6%AddedHistory
AVYAvery Dennison CorpCOM567$97.9K<0.1%+49+9.5%AddedHistory
RITMRithm Capital Corp.REIT10,309$97.7K<0.1%+1,274+14.1%AddedHistory
REYNReynolds Consumer Products Inc.COM4,614$97.7K<0.1%−2,427−34.5%ReducedHistory
GIBCgi IncCL A1,334$97.5K<0.1%+237+21.6%AddedHistory
SAMBoston Beer Co IncCL A423$97.5K<0.1%+80+23.3%AddedHistory
HSYHershey CoCOM469$97.4K<0.1%+93+24.7%AddedHistory
BWXTBWX Technologies, Inc.COM476$97.4K<0.1%+362+317.5%AddedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF2,424$97.3K<0.1%+1,212+100.0%Added–
SRPTSarepta Therapeutics, Inc.COM4,469$97.2K<0.1%−1,453−24.5%ReducedHistory
iShares Inc46434G889EMNG MKTS EQT1,606$97.0K<0.1%+445+38.3%Added–
MURMurphy Oil CorpCOM2,352$97.0K<0.1%+581+32.8%AddedHistory
WWayfair Inc.CL A1,289$96.9K<0.1%−599−31.7%ReducedHistory
ELEstee Lauder Companies IncCL A1,349$96.8K<0.1%+370+37.8%AddedHistory
CVLTCommvault Systems IncCOM1,242$96.7K<0.1%+1,177+1,810.8%AddedHistory
ADCAgree Realty CorpCOM1,281$96.6K<0.1%+292+29.5%AddedHistory
CFRCullen/Frost Bankers, Inc.COM704$96.5K<0.1%+107+17.9%AddedHistory
HUNHuntsman CORPCOM7,240$96.4K<0.1%+1,672+30.0%AddedHistory
PTGXProtagonist Therapeutics, IncCOM911$96.0K<0.1%+352+63.0%AddedHistory
CNXCConcentrix CorpStock3,509$96.0K<0.1%+1,960+126.5%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY2,070$95.7K<0.1%00.0%Unchanged–
SWXSouthwest Gas Holdings, Inc.COM1,099$95.5K<0.1%+569+107.4%AddedHistory
EXPOExponent IncCOM1,463$95.5K<0.1%−126−7.9%ReducedHistory
ACIAlbertsons Companies, Inc.COMMON STOCK5,585$95.2K<0.1%+3,523+170.9%AddedHistory
VSECVse CorpCOM516$95.2K<0.1%+258+100.0%AddedHistory
Vanguard Financials ETF92204A405ETF787$95.1K<0.1%+384+95.3%Added–
WisdomTree Tr97717W505US MIDCAP DIVID1,810$95.1K<0.1%00.0%Unchanged–
State Street SPDR S&P Aerospace & Defense ETF78464A631ETF374$95.0K<0.1%00.0%Unchanged–
MGMMGM Resorts InternationalStock2,563$94.9K<0.1%−3,331−56.5%ReducedHistory
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS531$94.6K<0.1%−1,177−68.9%ReducedHistory
NTBBank of N.T. Butterfield & Son LtdSHS NEW1,802$94.6K<0.1%+456+33.9%AddedHistory
CCCCCC Intelligent Solutions Holdings Inc.COM15,716$94.3K<0.1%+14,477+1,168.4%AddedHistory
ZBRAZebra Technologies CorpCL A450$93.9K<0.1%−259−36.5%ReducedHistory
NICNicolet Bankshares IncCOM630$93.7K<0.1%+284+82.1%AddedHistory
AOSSmith A O CorpCOM1,420$93.6K<0.1%−128−8.3%ReducedHistory
CELCCelcuity Inc.COM820$93.6K<0.1%+477+139.1%AddedHistory
MGAMagna International IncCOM1,675$93.5K<0.1%+896+115.0%AddedHistory
Vanguard Industrials ETF92204A603ETF299$93.4K<0.1%+154+106.2%Added–
FMSFresenius Medical Care AGSPONSORED ADR4,135$93.3K<0.1%+1,383+50.3%AddedHistory
FFINFirst Financial Bankshares IncCOM3,164$93.2K<0.1%+1,031+48.3%AddedHistory
APGAPi Group CorpCOM STK2,297$93.1K<0.1%+607+35.9%AddedHistory
NUNu Holdings Ltd.ORD SHS CL A6,468$92.9K<0.1%+2,377+58.1%AddedHistory
GHGuardant Health, Inc.COM1,005$92.8K<0.1%−237−19.1%ReducedHistory
EQHEquitable Holdings, Inc.COM2,501$92.8K<0.1%+526+26.6%AddedHistory
AWPabrdn Global Premier Properties FundCOM SH BEN INT8,333$92.1K<0.1%00.0%UnchangedConverted for a 1-for-3 splitHistory
TALOTalos Energy Inc.COM5,834$91.9K<0.1%+178+3.1%AddedHistory
NSPInsperity, Inc.COM3,393$91.7K<0.1%−1,173−25.7%ReducedHistory
CUBECubeSmartREIT2,501$91.7K<0.1%+2,035+436.7%AddedHistory
DXDynex Capital IncCOM7,181$91.6K<0.1%+63+0.9%AddedHistory
Etfis Ser Tr I26923G822VIRTUS INFRCAP4,500$91.6K<0.1%00.0%Unchanged–
SOLSSolstice Advanced Materials Inc.COM SHS1,200$91.4K<0.1%+504+72.4%AddedHistory
BMNRBitmine Immersion Technologies, Inc.COM NEW4,620$91.4K<0.1%+658+16.6%AddedHistory
SIRISirius XM Holdings Inc.COMMON STOCK3,958$91.3K<0.1%+1,947+96.8%AddedHistory
ETSYEtsy IncCOM1,825$91.2K<0.1%−1,949−51.6%ReducedHistory
EMNEastman Chemical CoStock1,193$91.0K<0.1%+207+21.0%AddedHistory
CGCarlyle Group Inc.COM1,876$90.8K<0.1%+533+39.7%AddedHistory
PBHPrestige Consumer Healthcare Inc.COM1,531$90.7K<0.1%+249+19.4%AddedHistory
SKWDSkyward Specialty Insurance Group, Inc.COM2,074$90.6K<0.1%+1,791+632.9%AddedHistory
SBRASabra Health Care REIT, Inc.REIT4,708$90.5K<0.1%+817+21.0%AddedHistory
PDOPIMCO Dynamic Income Opportunities FundCOM BEN SHS7,000$90.5K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V738LARGE CAP VALUE1,295$90.3K<0.1%00.0%Unchanged–
OBDCBlue Owl Capital CorpCOM8,159$90.2K<0.1%+4,134+102.7%AddedHistory
iShares Tr464287549EXPND TEC SC ETF761$90.2K<0.1%+200+35.7%Added–
Franklin Templeton ETF Tr35473P561FTSE LATN AMRC3,189$90.2K<0.1%+3,189New–
SPDR Index Shs FDS78463X749ST DOW GLOBA ETF1,970$90.2K<0.1%00.0%Unchanged–
DVADavita Inc.COM586$90.1K<0.1%+314+115.4%AddedHistory
FELEFranklin Electric Co IncCOM977$90.1K<0.1%+175+21.8%AddedHistory
DEODiageo PLCSPON ADR NEW1,200$89.4K<0.1%+249+26.2%AddedHistory
MANManpowerGroup Inc.COM3,021$89.0K<0.1%+1,074+55.2%AddedHistory
HQHabrdn Healthcare InvestorsSH BEN INT5,000$89.0K<0.1%00.0%UnchangedHistory
ACMAecomCOM1,048$88.9K<0.1%+818+355.7%AddedHistory
SNEXStoneX Group Inc.COM1,102$88.9K<0.1%+568+106.4%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