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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
BACBank of America CorpStock46,883$2.29M0.1%+3,371+7.7%AddedHistory
PSXPhillips 66Stock12,446$2.27M0.1%+3,007+31.9%AddedHistory
HALHalliburton CoStock57,789$2.25M0.1%+10,593+22.4%AddedHistory
Strategy Shs86280R787EVENTIDE US MRKT85,428$2.24M0.1%+37,127+76.9%Added–
T Rowe Price Exchange-Traded87283Q107PRICE BLUE CHIP50,099$2.21M0.1%+1,470+3.0%Added–
iShares U S ETF Tr46431W507SHOR DURA BD ETF43,230$2.20M0.1%+5,231+13.8%Added–
BMYBristol Myers Squibb CoStock36,170$2.19M0.1%+7,313+25.3%AddedHistory
FDXFedEx CorpStock6,055$2.16M0.1%+903+17.5%AddedHistory
LRCXLam Research CorpStock10,009$2.14M0.1%+1,252+14.3%AddedHistory
Franklin Templeton ETF Tr35473P652FTSE EUROPE58,148$2.11M0.1%+24,309+71.8%Added–
CRMSalesforce, Inc.Stock11,249$2.10M0.1%+2,056+22.4%AddedHistory
PNFPPinnacle Financial Partners, Inc.COM24,276$2.09M0.1%+3,216+15.3%AddedHistory
Etfis Ser Tr I26923G707VIRTUS NEWFLEET91,888$2.09M0.1%+22,624+32.7%Added–
RBB Fund Trust75526L860TWEEDY BROWNE151,282$2.08M0.1%+133,137+733.7%Added–
RSGRepublic Services, Inc.COM9,418$2.06M0.1%+3,470+58.3%AddedHistory
PEPPepsiCo IncStock13,254$2.06M0.1%+437+3.4%AddedHistory
Schwab U.S. Large-Cap Value ETF808524409ETF66,892$2.04M0.1%−6,360−8.7%Reduced–
ABTAbbott LaboratoriesStock19,689$2.02M0.1%+5,269+36.5%AddedHistory
AXPAmerican Express CoStock6,639$2.01M0.1%+715+12.1%AddedHistory
iShares Russell 1000 Value ETF464287598ETF9,388$2.01M0.1%−709−7.0%Reduced–
Timothy Plan887432334INTL ETF54,720$1.97M0.1%−6,796−11.0%Reduced–
AFLAflac IncStock17,831$1.96M0.1%+13,961+360.7%AddedHistory
DGXQuest Diagnostics IncCOM9,603$1.88M0.1%+3,647+61.2%AddedHistory
Dimensional ETF Trust25434V567GLOBAL CR ETF34,697$1.88M0.1%−4,234−10.9%Reduced–
PMPhilip Morris International Inc.Stock11,331$1.87M0.1%+1,876+19.8%AddedHistory
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF40,493$1.84M0.1%+991+2.5%Added–
Dimensional ETF Trust25434V765INTL HIGH PROFIT56,922$1.83M0.1%−6,975−10.9%Reduced–
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF18,209$1.83M0.1%+17,938+6,619.2%Added–
LKQLKQ CorpCOM61,629$1.81M0.1%+2,800+4.8%AddedHistory
ARKBArk 21Shares Bitcoin ETFSHS BEN INT80,435$1.81M0.1%+5,208+6.9%AddedHistory
CCitigroup IncStock15,887$1.80M0.1%+2,760+21.0%AddedHistory
MCDMcDonalds CorpStock5,777$1.80M0.1%+1,265+28.0%AddedHistory
APHAmphenol CorpCL A14,144$1.79M0.1%+3,476+32.6%AddedHistory
FHNFirst Horizon CorpCOM78,364$1.78M0.1%+4,102+5.5%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,909$1.78M0.1%+3,293+91.1%Added–
Vanguard Whitehall FDS921946794INTL HIGH ETF18,832$1.77M0.1%+6,657+54.7%Added–
Strategy Shs86280R811EVEN HIGH DI ETF60,993$1.77M0.1%+24,443+66.9%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF34,912$1.77M0.1%+26,327+306.7%Added–
VRTVertiv Holdings CoCOM CL A7,036$1.76M0.1%+2,055+41.3%AddedHistory
GNRCGenerac Holdings Inc.Stock9,017$1.76M0.1%+8,326+1,204.9%AddedHistory
Capital Group Core Balanced14021D107SHS51,145$1.76M0.1%+51,145New–
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF35,643$1.74M0.1%+12,777+55.9%Added–
BlackRock ETF Trust09290C103ISHARES US EQUIT29,702$1.73M0.1%+2,783+10.3%Added–
EOGEOG Resources IncStock11,953$1.73M0.1%+4,561+61.7%AddedHistory
PNCPNC Financial Services Group, Inc.Stock8,249$1.72M0.1%+899+12.2%AddedHistory
ProShares Tr74347X864ULTRPRO S&P50017,568$1.70M0.1%+1,982+12.7%Added–
State Street SPDR Portfolio S&P 500 ETF78464A854ETF22,240$1.70M0.1%−916−4.0%Reduced–
PKGPackaging Corp of AmericaStock7,958$1.69M0.1%+2,651+50.0%AddedHistory
BCBrunswick CorpCOM23,075$1.68M0.1%−50−0.2%ReducedHistory
SCHWSchwab Charles CorpStock17,843$1.68M0.1%+1,351+8.2%AddedHistory
Direxion Shs ETF Tr25459W862DRX S&P500BULL8,966$1.66M0.1%+1,939+27.6%Added–
Timothy Plan887432326HIG DV STK ETF39,944$1.65M0.1%−5,082−11.3%Reduced–
Capital Group GBL Growth EQT14020X104SHS CREAT UNIT49,221$1.64M0.1%+1,247+2.6%Added–
UNPUnion Pacific CorpStock6,729$1.63M<0.1%+961+16.7%AddedHistory
GMGeneral Motors CoCOM21,862$1.63M<0.1%+4,246+24.1%AddedHistory
UPSUnited Parcel Service IncStock16,391$1.61M<0.1%+924+6.0%AddedHistory
SNOWSnowflake Inc.Stock10,629$1.60M<0.1%−3,635−25.5%ReducedHistory
SPDR Series Trust78464A763ST STR SP DIV10,972$1.60M<0.1%+12+0.1%Added–
FTITechnipFMC plcCOM23,143$1.60M<0.1%+2,457+11.9%AddedHistory
Schwab U.S. Large-Cap ETF808524201ETF62,244$1.60M<0.1%−3,891−5.9%Reduced–
EIXEdison InternationalStock21,761$1.59M<0.1%+2,259+11.6%AddedHistory
Vanguard S&P 500 Growth ETF921932505ETF3,895$1.59M<0.1%−986−20.2%Reduced–
IBMInternational Business Machines CorpStock6,545$1.59M<0.1%+1,495+29.6%AddedHistory
ANETArista Networks, Inc.Stock12,907$1.58M<0.1%+191+1.5%AddedHistory
BBVABanco Bilbao Vizcaya Argentaria, S.A.SPONSORED ADR72,646$1.57M<0.1%+25,145+52.9%AddedHistory
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF46,541$1.57M<0.1%−9,894−17.5%Reduced–
PCGPG&E CorpStock89,298$1.57M<0.1%+13,478+17.8%AddedHistory
INTCIntel CorpStock35,434$1.56M<0.1%−8,589−19.5%ReducedHistory
AB Active ETFs Inc00039J830SHOR DU YIEL ETF43,960$1.56M<0.1%−1,894−4.1%Reduced–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF18,820$1.56M<0.1%+3,231+20.7%Added–
CVSCVS Health CorpStock21,506$1.54M<0.1%+5,495+34.3%AddedHistory
Uscf ETF Tr90290T809SUMMERHAVEN K156,495$1.54M<0.1%+56,495New–
MRSHMarsh & McLennan Companies, Inc.Stock8,809$1.53M<0.1%+2,545+40.6%AddedHistory
iShares S&P 500 Value ETF464287408ETF7,169$1.51M<0.1%+600+9.1%Added–
iShares Tr464288448INTL SEL DIV ETF35,551$1.51M<0.1%−10.0%Reduced–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF10,344$1.51M<0.1%+4,866+88.8%Added–
NEMNEWMONT CorpStock13,928$1.51M<0.1%+1,631+13.3%AddedHistory
UNHUnitedHealth Group IncStock5,550$1.50M<0.1%+120+2.2%AddedHistory
DUKDuke Energy CORPStock11,403$1.49M<0.1%+2,426+27.0%AddedHistory
Vanguard BD Index FDS92203C303VANGUARD ULTRA29,882$1.49M<0.1%+355+1.2%Added–
iShares Tr46428743220 YR TR BD ETF17,156$1.49M<0.1%+436+2.6%Added–
GDGeneral Dynamics CorpStock4,320$1.48M<0.1%−125−2.8%ReducedHistory
Dimensional ETF Trust25434V781INTL SMALL CAP V37,507$1.48M<0.1%−5,236−12.2%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF29,915$1.48M<0.1%−1,990−6.2%Reduced–
SPDR Series Trust78468R523ST STR BL 12 ETF14,826$1.47M<0.1%−2,912−16.4%Reduced–
iShares Tr46435G425ESG AWR MSCI USA10,391$1.47M<0.1%+2,388+29.8%Added–
VZVerizon Communications IncStock29,186$1.47M<0.1%+2,502+9.4%AddedHistory
REGNRegeneron Pharmaceuticals, Inc.COM1,880$1.45M<0.1%+517+37.9%AddedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF49,760$1.45M<0.1%−6,342−11.3%Reduced–
TTTrane Technologies plcSHS3,448$1.44M<0.1%+645+23.0%AddedHistory
KEYSKeysight Technologies, Inc.Stock5,081$1.43M<0.1%+1,844+57.0%AddedHistory
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID35,546$1.42M<0.1%+2,254+6.8%Added–
DVNDevon Energy CorpStock27,934$1.41M<0.1%+3,084+12.4%AddedHistory
Capital Grp Fixed Incm ETF T14020Y607SHOR DUR MUN ETF53,443$1.40M<0.1%−18,655−25.9%Reduced–
WMWaste Management IncStock6,102$1.40M<0.1%+829+15.7%AddedHistory
iShares Tr464287390LATN AMER 40 ETF39,211$1.39M<0.1%+13,216+50.8%Added–
SFBSServisFirst Bancshares, Inc.COM19,116$1.39M<0.1%+8,836+86.0%AddedHistory
CEFSprott Physical Gold & Silver TrustPHYSICAL GOLD AN29,133$1.39M<0.1%+3,859+15.3%AddedHistory
GLWCorning IncCOM10,223$1.39M<0.1%+1,351+15.2%AddedHistory
EMEEMCOR Group, Inc.Stock1,875$1.38M<0.1%+674+56.1%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