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
FNBFNB CorpCOM3,882$64.9K<0.1%+280+7.8%AddedHistory
HTHHilltop Holdings Inc.COM1,812$64.9K<0.1%+246+15.7%AddedHistory
USASAmericas Gold & Silver CorpCOM NEW12,404$64.7K<0.1%+12,404NewHistory
Global X FDS37954Y384CYBRSCURTY ETF2,577$64.7K<0.1%+181+7.6%Added–
DLXDeluxe CorpCOM2,347$64.6K<0.1%+168+7.7%AddedHistory
UCBUnited Community Banks IncCOM2,052$64.6K<0.1%+72+3.6%AddedHistory
Innovator ETFs Tr45783Y806US EQT ALRTD PLS1,684$64.6K<0.1%00.0%Unchanged–
THOThor Industries IncCOM808$64.6K<0.1%−205−20.2%ReducedHistory
DLBDolby Laboratories, Inc.COM CL A1,075$64.6K<0.1%−41−3.7%ReducedHistory
American Centy ETF Tr025072372EMERGING MKT VAL1,075$64.5K<0.1%+967+895.4%Added–
PPLIPeople IncCOM NEW1,607$64.3K<0.1%+1,138+242.6%AddedHistory
RELYRemitly Global, Inc.COM4,102$64.3K<0.1%+1,460+55.3%AddedHistory
ESSEssex Property Trust, Inc.COM265$64.1K<0.1%+63+31.2%AddedHistory
ProShares Tr74347X823ULTRPRO DOW301,277$64.1K<0.1%+1+0.1%Added–
FSLYFastly, Inc.CL A2,204$64.0K<0.1%+627+39.8%AddedHistory
EXPEagle Materials IncCOM338$64.0K<0.1%+14+4.3%AddedHistory
VanEck ETF Trust92189F411BDC INCOME ETF5,000$64.0K<0.1%+1,750+53.8%Added–
WMSAdvanced Drainage Systems, Inc.COM466$63.9K<0.1%+262+128.4%AddedHistory
LNCLincoln National CorpCOM1,797$63.8K<0.1%+61+3.5%AddedHistory
WAFDWafd IncStock2,026$63.6K<0.1%+243+13.6%AddedHistory
GENGen Digital Inc.Stock3,376$63.6K<0.1%+427+14.5%AddedHistory
YALAYalla Group LtdADS10,202$63.6K<0.1%+4,112+67.5%AddedHistory
iShares Select Dividend ETF464287168ETF418$63.3K<0.1%−14−3.2%Reduced–
WABCWestamerica BancorporationCOM1,213$63.3K<0.1%+42+3.6%AddedHistory
TDWTidewater IncCOM757$63.2K<0.1%−11−1.4%ReducedHistory
SSBSouthState Bank CorpCOM683$63.2K<0.1%−329−32.5%ReducedHistory
SOBOSouth Bow CorpCOM1,893$63.1K<0.1%+831+78.2%AddedHistory
Capital Group Conservative E14020U100SHS2,113$63.0K<0.1%+500+31.0%Added–
ARWRArrowhead Pharmaceuticals, Inc.COM1,004$63.0K<0.1%+63+6.7%AddedHistory
REGRegency Centers CorpCOM827$62.6K<0.1%+14+1.7%AddedHistory
Gmo ETF Trust90139K100US QUALITY ETF1,729$62.6K<0.1%−1,821−51.3%Reduced–
CNACna Financial CorpCOM1,362$62.5K<0.1%+69+5.3%AddedHistory
ASNDAscendis Pharma A/SSPONSORED ADR272$62.2K<0.1%+69+34.0%AddedHistory
HAFCHanmi Financial CorpCOM NEW2,355$62.1K<0.1%00.0%UnchangedHistory
COGTCogent Biosciences, Inc.COM1,611$62.0K<0.1%+903+127.5%AddedHistory
WSBCWesbanco IncCOM1,789$61.7K<0.1%−123−6.4%ReducedHistory
TILEInterface IncCOM2,472$61.6K<0.1%+934+60.7%AddedHistory
FGDLFranklin Templeton Holdings TrustRESPBLY SRCD GLD990$61.5K<0.1%−1,890−65.6%ReducedHistory
KALUKaiser Aluminum CorpCOM PAR $0.01509$61.3K<0.1%+38+8.1%AddedHistory
Innovator U.S. Equity Power Buffer ETF - September45782C656ETF1,422$61.2K<0.1%−21−1.5%Reduced–
GDDYGoDaddy Inc.CL A738$61.1K<0.1%−1,476−66.7%ReducedHistory
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474ETF2,028$61.0K<0.1%+1,046+106.5%Added–
PACPacific Airport GroupSPON ADS B247$61.0K<0.1%+83+50.6%AddedHistory
TACTransalta CorpCOM4,642$60.8K<0.1%+1,642+54.7%AddedHistory
TMDXTransMedics Group, Inc.COM611$60.7K<0.1%+96+18.6%AddedHistory
WMGWarner Music Group Corp.COM CL A2,377$60.7K<0.1%+1,419+148.1%AddedHistory
LCIILci IndustriesCOM493$60.7K<0.1%−381−43.6%ReducedHistory
CACCCredit Acceptance CorpCOM143$60.6K<0.1%−8−5.3%ReducedHistory
DBX ETF Tr233051432XTRACK USD HIGH1,671$60.4K<0.1%−376−18.4%Reduced–
HAYWHayward Holdings, Inc.COM4,514$60.4K<0.1%−2,101−31.8%ReducedHistory
AGCOAGCO CorpCOM521$60.4K<0.1%+138+36.0%AddedHistory
TENBTenable Holdings, Inc.COM3,549$60.0K<0.1%+2,432+217.7%AddedHistory
GPORGulfport Energy CorpCOMMON SHARES283$59.9K<0.1%−42−12.9%ReducedHistory
STOKStoke Therapeutics, Inc.COM1,837$59.8K<0.1%+1,215+195.3%AddedHistory
ASTSAST SpaceMobile, Inc.COM CL A721$59.8K<0.1%+516+251.7%AddedHistory
HIMXHimax Technologies, Inc.SPONSORED ADR7,589$59.7K<0.1%+2,564+51.0%AddedHistory
ACAArcosa, Inc.COM562$59.7K<0.1%+74+15.2%AddedHistory
GLUEMonte Rosa Therapeutics, Inc.COM3,626$59.6K<0.1%+345+10.5%AddedHistory
CMPRCIMPRESS plcSHS EURO817$59.6K<0.1%+177+27.7%AddedHistory
Bank of Amer Corp0605056827.25%CNV PFD L50$59.6K<0.1%00.0%Unchanged–
RUSHARush Enterprises IncCL A901$59.6K<0.1%+130+16.9%AddedHistory
Invesco Exch Traded FD Tr II46138E511PFD ETF5,437$59.2K<0.1%−566−9.4%Reduced–
CHRDChord Energy CorpCOM NEW415$59.0K<0.1%−153−26.9%ReducedHistory
CWENClearway Energy, Inc.CL C1,499$58.9K<0.1%+769+105.3%AddedHistory
FROFrontline plcCOM1,689$58.9K<0.1%+760+81.8%AddedHistory
GSLGlobal Ship Lease, Inc.COM CL A1,579$58.8K<0.1%+522+49.4%AddedHistory
GLOBGlobant S.A.COM1,274$58.7K<0.1%+1,143+872.5%AddedHistory
Global X FDS37954Y137HEALTHTECH ETF2,464$58.7K<0.1%+68+2.8%Added–
SPDR Series Trust78468R739ST NUVE TERM ETF1,227$58.7K<0.1%−268−17.9%Reduced–
MTHMeritage Homes CORPCOM949$58.7K<0.1%+157+19.8%AddedHistory
ZZillow Group, Inc.CL C CAP STK1,414$58.5K<0.1%+1,045+283.2%AddedHistory
UTFCohen & Steers Infrastructure Fund IncCOM2,261$58.5K<0.1%+10.0%AddedHistory
VIPSVipshop Holdings LtdSPONSORED ADS A3,721$58.5K<0.1%+1,864+100.4%AddedHistory
BBDBank BradescoSP ADR PFD NEW15,858$57.9K<0.1%+6,074+62.1%AddedHistory
ET.PIEnergy Transfer LP9.250% FXD PFD I5,000$57.9K<0.1%+5,000NewHistory
CNXCNX Resources CorpCOM1,494$57.6K<0.1%+204+15.8%AddedHistory
PSNParsons CorpCOM1,063$57.6K<0.1%−789−42.6%ReducedHistory
NNINelnet IncCL A445$57.4K<0.1%+151+51.4%AddedHistory
SIISprott Inc.COM NEW401$57.3K<0.1%+155+63.0%AddedHistory
SLRCSLR Investment Corp.COM4,000$57.2K<0.1%00.0%UnchangedHistory
MTRNMATERION CorpCOM395$57.1K<0.1%+72+22.3%AddedHistory
STAGSTAG Industrial, Inc.COM1,583$57.1K<0.1%+285+22.0%AddedHistory
FRPTFreshpet, Inc.Stock968$57.1K<0.1%−100−9.4%ReducedHistory
ACIWAci Worldwide, Inc.Stock1,388$56.9K<0.1%+444+47.0%AddedHistory
Clearway Energy, Inc.18539C105CL A1,451$56.8K<0.1%+566+64.0%Added–
CRDOCredo Technology Group Holding LtdStock605$56.8K<0.1%−122−16.8%ReducedHistory
REALTheRealReal, Inc.COM6,253$56.8K<0.1%+1,253+25.1%AddedHistory
BXPBXP, Inc.COM1,094$56.8K<0.1%−209−16.0%ReducedHistory
EMAEmera IncCOM1,093$56.7K<0.1%+385+54.4%AddedHistory
BCPCBalchem CorpCOM334$56.6K<0.1%−8−2.3%ReducedHistory
ECCEagle Point Credit CoCOM15,000$56.4K<0.1%+5,000+50.0%AddedHistory
BSACBanco Santander ChileSP ADR REP COM1,688$56.4K<0.1%+653+63.1%AddedHistory
ERIEErie Indemnity CoCL A224$56.3K<0.1%+167+293.0%AddedHistory
STRLSterling Infrastructure, Inc.COM138$56.2K<0.1%+31+29.0%AddedHistory
BCOBrinks CoCOM542$56.2K<0.1%+21+4.0%AddedHistory
TCOMTrip.com Group LtdADS1,127$56.1K<0.1%+218+24.0%AddedHistory
PATKPatrick Industries IncCOM505$56.1K<0.1%−1,501−74.8%ReducedHistory
PRMPerimeter Solutions, Inc.COMMON STOCK2,295$56.0K<0.1%+383+20.0%AddedHistory
CWANClearwater Analytics Holdings, Inc.CL A2,367$56.0K<0.1%+1,306+123.1%AddedHistory
DTDynatrace, Inc.Stock1,512$55.9K<0.1%+811+115.7%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