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Livermore
Livermore
ZHEN

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
PLOWDouglas Dynamics, IncCOM1,158$48.7K<0.1%−222−16.1%ReducedHistory
TMPTompkins Financial CorpCOM618$48.7K<0.1%+52+9.2%AddedHistory
AHRAmerican Healthcare REIT, Inc.COM SHS1,032$48.7K<0.1%+680+193.2%AddedHistory
WTFCWintrust Financial CorpCOM350$48.6K<0.1%+24+7.4%AddedHistory
MIDDMIDDLEBY CorpCOM366$48.5K<0.1%+59+19.2%AddedHistory
YPFYpf Sociedad AnonimaSPON ADR CL D1,049$48.5K<0.1%−335−24.2%ReducedHistory
COLDAmericold Realty TrustCOM4,222$48.4K<0.1%+1,441+51.8%AddedHistory
NIONIO Inc.ADR8,015$48.3K<0.1%+4,383+120.7%AddedHistory
SAFTSafety Insurance Group IncCOM662$48.1K<0.1%+77+13.2%AddedHistory
BDCBelden Inc.COM418$48.0K<0.1%+83+24.8%AddedHistory
AEOAmerican Eagle Outfitters IncCOM2,870$47.9K<0.1%+694+31.9%AddedHistory
MHOM/I Homes, Inc.COM391$47.9K<0.1%+97+33.0%AddedHistory
GGBGerdau S.A.SPON ADR REP PFD13,243$47.8K<0.1%+4,842+57.6%AddedHistory
LSCCLattice Semiconductor CorpCOM515$47.8K<0.1%+31+6.4%AddedHistory
RDNRadian Group IncCOM1,444$47.8K<0.1%−706−32.8%ReducedHistory
RYTMRhythm Pharmaceuticals, Inc.COM549$47.7K<0.1%+283+106.4%AddedHistory
LTHLife Time Group Holdings, Inc.COMMON STOCK1,772$47.7K<0.1%+587+49.5%AddedHistory
LLYVKLiberty Live Holdings, Inc.COM SHS SER C507$47.7K<0.1%+230+83.0%AddedHistory
Capital Group Equity ETF Tr14022A201US LARGE GROWT1,882$47.7K<0.1%00.0%Unchanged–
iShares Inc464286533MSCI EMERG MRKT734$47.5K<0.1%−1−0.1%Reduced–
PAGPenske Automotive Group, Inc.COM317$47.4K<0.1%−489−60.7%ReducedHistory
SDRLSEADRILL LtdCOM1,039$47.3K<0.1%+92+9.7%AddedHistory
SPDR Index Shs FDS78463X541ST STR NAT ETF633$47.3K<0.1%+633New–
DOCNDigitalOcean Holdings, Inc.COM551$47.3K<0.1%+71+14.8%AddedHistory
CIBGrupo Cibest S.A.SPON ADS648$47.2K<0.1%+150+30.1%AddedHistory
FBKFB Financial CorpCOM906$47.1K<0.1%+1+0.1%AddedHistory
XPXP Inc.CL A2,471$47.1K<0.1%+781+46.2%AddedHistory
PSNYPolestar Automotive Holding UK PLCSPONSORED ADS2,554$47.0K<0.1%+2,545+28,277.8%AddedHistory
MGYMagnolia Oil & Gas CorpCL A1,486$46.9K<0.1%+140+10.4%AddedHistory
iShares Tr464288273EAFE SML CP ETF598$46.9K<0.1%+100+20.1%Added–
SLABSilicon Laboratories Inc.Stock225$46.8K<0.1%+90+66.7%AddedHistory
CHHChoice Hotels International IncCOM452$46.8K<0.1%−262−36.7%ReducedHistory
CCSCentury Communities, Inc.COM814$46.7K<0.1%+24+3.0%AddedHistory
TDCTeradata CorpStock1,822$46.7K<0.1%−1,218−40.1%ReducedHistory
CVBFCVB Financial CorpCOM2,407$46.7K<0.1%+695+40.6%AddedHistory
TFXTeleflex IncCOM390$46.6K<0.1%−1,894−82.9%ReducedHistory
DBXDropbox, Inc.CL A2,052$46.6K<0.1%+831+68.1%AddedHistory
ONBOld National BancorpStock2,106$46.5K<0.1%+352+20.1%AddedHistory
MYEMyers Industries IncCOM2,195$46.5K<0.1%+291+15.3%AddedHistory
BKEBuckle IncCOM923$46.5K<0.1%+128+16.1%AddedHistory
MYGNMyriad Genetics IncCOM10,316$46.4K<0.1%−153−1.5%ReducedHistory
Innovator ETFs Trust45784N429EQUITY DUAL DIRE2,500$46.4K<0.1%+2,500New–
CBUCommunity Financial System, Inc.COM789$46.3K<0.1%+13+1.7%AddedHistory
MATXMatson, Inc.COM282$46.2K<0.1%+24+9.3%AddedHistory
U.S. Global Jets ETF26922A842ETF1,874$46.2K<0.1%00.0%Unchanged–
TTDTrade Desk, Inc.Stock2,031$46.1K<0.1%+1,247+159.1%AddedHistory
STBAS&T Bancorp IncCOM1,101$46.1K<0.1%+44+4.2%AddedHistory
MSMMSC Industrial Direct Co IncCL A499$46.0K<0.1%+59+13.4%AddedHistory
Fidelity Covington Trust31609A206ENHANCED SML CAP1,211$46.0K<0.1%+3+0.2%Added–
CHCOCity Holding CoCOM385$46.0K<0.1%−21−5.2%ReducedHistory
ORNOrion Group Holdings IncCOM4,220$46.0K<0.1%+10+0.2%AddedHistory
HPHelmerich & Payne, Inc.COM1,274$45.9K<0.1%+134+11.8%AddedHistory
FULFuller H B CoStock743$45.8K<0.1%−79−9.6%ReducedHistory
TDSTelephone & Data Systems IncCOM NEW1,085$45.7K<0.1%+245+29.2%AddedHistory
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR2,198$45.6K<0.1%+139+6.8%AddedHistory
BITBBitwise Bitcoin ETFSHS BEN INT1,238$45.6K<0.1%+350+39.4%AddedHistory
SFNCSimmons First National CorpCL A $1 PAR2,339$45.5K<0.1%+566+31.9%AddedHistory
AAONAaon, Inc.COM PAR $0.004549$45.4K<0.1%+178+48.0%AddedHistory
RAREUltragenyx Pharmaceutical Inc.COM2,167$45.4K<0.1%+1,845+573.0%AddedHistory
ELSEquity Lifestyle Properties IncCOM726$45.3K<0.1%+292+67.3%AddedHistory
RRXRegal Rexnord CorpCOM242$45.3K<0.1%+91+60.3%AddedHistory
HIWHighwoods Properties, Inc.COM2,114$45.3K<0.1%+35+1.7%AddedHistory
CAMTCamtek LtdORD298$45.2K<0.1%+95+46.8%AddedHistory
FSSFederal Signal CorpCOM417$45.1K<0.1%+128+44.3%AddedHistory
BHFBrighthouse Financial, Inc.COM753$45.1K<0.1%−562−42.7%ReducedHistory
IRTCiRhythm Holdings, Inc.COM382$45.1K<0.1%+74+24.0%AddedHistory
MRXMarex Group LtdORD1,011$45.1K<0.1%+106+11.7%AddedHistory
AVNTAvient CorpCOM1,241$45.0K<0.1%+424+51.9%AddedHistory
JBGSJBG Smith PropertiesCOM3,081$45.0K<0.1%+418+15.7%AddedHistory
FSVFirstService CorpCOM323$44.9K<0.1%−19−5.6%ReducedHistory
SEESealed Air CorpCOM1,067$44.9K<0.1%−593−35.7%ReducedHistory
CRLCharles River Laboratories International, Inc.COM260$44.9K<0.1%−32−11.0%ReducedHistory
BlackRock ETF Trust II092528504ISHARES AAA CLO865$44.8K<0.1%+865New–
UCTTUltra Clean Holdings, Inc.COM721$44.8K<0.1%+196+37.3%AddedHistory
iShares Tr464287762US HLTHCARE ETF725$44.7K<0.1%−1−0.1%Reduced–
UMBFUmb Financial CorpCOM396$44.7K<0.1%+17+4.5%AddedHistory
WDFCWD 40 CoCOM219$44.7K<0.1%+48+28.1%AddedHistory
PARRPar Pacific Holdings, Inc.COM NEW713$44.7K<0.1%+173+32.0%AddedHistory
ARRArmour Residential REIT, Inc.COM SHS2,677$44.7K<0.1%+148+5.9%AddedHistory
GTESGates Industrial Corp Ltd.ORD SHS1,973$44.6K<0.1%+173+9.6%AddedHistory
DHILDiamond Hill Investment Group IncCOM NEW259$44.6K<0.1%+5+2.0%AddedHistory
ABVXAbivax S.A.SPONSORED ADS400$44.5K<0.1%+25+6.7%AddedHistory
SERVServe Robotics Inc.COM5,274$44.5K<0.1%+2,082+65.2%AddedHistory
DNOWDNOW Inc.COM3,734$44.5K<0.1%+105+2.9%AddedHistory
WYNNWynn Resorts LtdCOM438$44.5K<0.1%+11+2.6%AddedHistory
FRMEFirst Merchants CorpCOM1,146$44.4K<0.1%+133+13.1%AddedHistory
IPARInterparfums IncCOM487$44.2K<0.1%+124+34.2%AddedHistory
NWBINorthwest Bancshares, Inc.COM3,486$44.2K<0.1%−221−6.0%ReducedHistory
Exchange Listed FDS Tr30151E517LONG POND REAL E1,698$44.2K<0.1%+1,698New–
Innovator ETFs Trust45782C524INTRNL DEV JAN1,218$44.2K<0.1%00.0%Unchanged–
VanEck ETF Trust92189F528VANECK SHRT MUNI2,546$44.0K<0.1%−17,431−87.3%Reduced–
UWMCUWM Holdings CorpCOM CL A12,164$44.0K<0.1%+855+7.6%AddedHistory
LFSTLifeStance Health Group, Inc.COM6,909$44.0K<0.1%+5,404+359.1%AddedHistory
MANUManchester United plcORD CL A2,611$43.9K<0.1%+1,076+70.1%AddedHistory
VISNVistance Networks, Inc.COM2,412$43.9K<0.1%−641−21.0%ReducedHistory
MYIBlackRock Muniyield Quality Fund III, Inc.COM4,173$43.9K<0.1%+4,173NewHistory
ACLSAxcelis Technologies IncStock471$43.8K<0.1%+60+14.6%AddedHistory
KMPRKEMPER CorpCOM1,433$43.8K<0.1%−179−11.1%ReducedHistory
SOHUSohu.com LtdSPONSORED ADS2,834$43.8K<0.1%+1,241+77.9%AddedHistory
GBCIGlacier Bancorp, Inc.COM976$43.6K<0.1%+73+8.1%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