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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
TERTeradyne, IncStock4,660$1.38M<0.1%+904+24.1%AddedHistory
ADIAnalog Devices IncStock4,339$1.38M<0.1%+1,056+32.2%AddedHistory
ADBEAdobe Inc.Stock5,655$1.37M<0.1%+1,273+29.1%AddedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF9,366$1.37M<0.1%−26−0.3%Reduced–
QCOMQualcomm IncStock10,639$1.37M<0.1%+330+3.2%AddedHistory
WELLWelltower Inc.REIT6,844$1.35M<0.1%+785+13.0%AddedHistory
ARK Innovation ETF00214Q104ETF19,812$1.34M<0.1%+1,598+8.8%Added–
JBHTHunt J B Transport Services IncCOM6,303$1.34M<0.1%+883+16.3%AddedHistory
FCXFreeport-McMoran IncStock22,653$1.33M<0.1%+2,956+15.0%AddedHistory
Pgim ETF Tr69344A768ULTR SHO MUN ETF26,259$1.32M<0.1%+26,259New–
TMOThermo Fisher Scientific Inc.Stock2,684$1.32M<0.1%+935+53.5%AddedHistory
NEENextera Energy IncStock14,147$1.31M<0.1%+1,517+12.0%AddedHistory
Unified Ser Tr90470L444ONEASCENT INTL30,491$1.31M<0.1%+15,297+100.7%Added–
ORLYO Reilly Automotive IncStock14,206$1.31M<0.1%+197+1.4%AddedHistory
BKNGBooking Holdings Inc.Stock307$1.29M<0.1%+54+21.3%AddedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF2,095$1.29M<0.1%+345+19.7%AddedHistory
COFCapital One Financial CorpStock7,075$1.29M<0.1%−118−1.6%ReducedHistory
ETNEaton Corp plcStock3,603$1.29M<0.1%+484+15.5%AddedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN7,774$1.29M<0.1%+6,861+751.5%Added–
Schwab Strategic Tr808524862SHT TM US TRES52,828$1.28M<0.1%−4,876−8.5%Reduced–
iShares Russell 2000 ETF464287655ETF5,149$1.28M<0.1%+993+23.9%Added–
iShares Core S&P Small Cap ETF464287804ETF10,271$1.28M<0.1%−1,761−14.6%Reduced–
BLKBlackRock, Inc.Stock1,326$1.27M<0.1%+463+53.7%AddedHistory
iShares S&P 100 ETF464287101ETF3,999$1.27M<0.1%−477−10.7%Reduced–
NOWServiceNow, Inc.Stock12,076$1.26M<0.1%+1,467+13.8%AddedHistory
BABoeing CoStock6,340$1.26M<0.1%+1,179+22.8%AddedHistory
Vanguard Morningstar Mid-Cap ETF922908629ETF4,391$1.26M<0.1%+404+10.1%Added–
Exchange Place Advis301471108N SQ RCIM TAX-ADV PR49,677$1.26M<0.1%+49,677New–
NOCNorthrop Grumman CorpStock1,844$1.26M<0.1%+236+14.7%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF6,080$1.25M<0.1%+715+13.3%Added–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT22,519$1.23M<0.1%+22,519New–
INCYIncyte CorpCOM13,070$1.23M<0.1%−191−1.4%ReducedHistory
SPGIS&P Global Inc.Stock2,877$1.22M<0.1%+1,335+86.6%AddedHistory
DHRDanaher CorpStock6,449$1.22M<0.1%+1,432+28.5%AddedHistory
CMICummins IncStock2,271$1.22M<0.1%+408+21.9%AddedHistory
WisdomTree Tr97717X578EM EX ST-OWNED30,293$1.21M<0.1%+551+1.9%Added–
STXSeagate Technology Holdings plcORD SHS3,081$1.21M<0.1%+879+39.9%AddedHistory
WMBWilliams Companies, Inc.COM16,582$1.21M<0.1%−463−2.7%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD25,825$1.19M<0.1%+351+1.4%Added–
TAT&T Inc.Stock41,135$1.19M<0.1%+9,303+29.2%AddedHistory
Schwab U.S. Small-Cap ETF808524607ETF40,791$1.19M<0.1%−4,222−9.4%Reduced–
Schwab US Tips ETF808524870ETF44,493$1.18M<0.1%−2,104−4.5%Reduced–
iShares Tr464288646ISHS 1-5YR INVS21,931$1.15M<0.1%+5,548+33.9%Added–
SGOLabrdn Gold ETF TrustETF25,812$1.15M<0.1%−379−1.4%ReducedHistory
Schwab U.S. Broad Market ETF808524102ETF45,398$1.14M<0.1%−2,400−5.0%Reduced–
RYRoyal Bank of CanadaStock7,001$1.13M<0.1%+1,524+27.8%AddedHistory
First Tr Exchange-Traded FD33738D879FT VEST RIS44,025$1.12M<0.1%+4,924+12.6%Added–
PHParker-Hannifin CorpStock1,255$1.12M<0.1%+75+6.4%AddedHistory
iShares Tr46435G193ESG AWRE USD ETF48,098$1.11M<0.1%+2,768+6.1%Added–
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF11,343$1.11M<0.1%−115,804−91.1%Reduced–
HONHoneywell International IncCOM4,901$1.11M<0.1%+1,580+47.6%AddedHistory
iShares Esg Aware US Aggregate Bond ETF46435U549ETF23,269$1.11M<0.1%+3,071+15.2%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD22,315$1.10M<0.1%+10,679+91.8%Added–
AB Active ETFs Inc00039J103ULTRA SHORT INCM21,845$1.10M<0.1%+7,974+57.5%Added–
SNDKSandisk CorpCOM1,724$1.10M<0.1%−1,052−37.9%ReducedHistory
DALDelta Air Lines, Inc.COM NEW16,447$1.09M<0.1%+2,130+14.9%AddedHistory
Volatility Shs Tr92864M3012X BITCOIN STRAT74,003$1.09M<0.1%+21,114+39.9%Added–
ABNBAirbnb, Inc.Stock8,623$1.09M<0.1%+309+3.7%AddedHistory
TRGPTarga Resources Corp.COM4,305$1.08M<0.1%+451+11.7%AddedHistory
VanEck ETF Trust92189F791JUNIOR GOLD MINE8,967$1.08M<0.1%−15−0.2%Reduced–
SYMSymbotic Inc.Stock20,168$1.07M<0.1%−599−2.9%ReducedHistory
IIIVi3 Verticals, Inc.COM CL A47,626$1.06M<0.1%+13,095+37.9%AddedHistory
Capital Group International14021T102SHS31,030$1.03M<0.1%+24,570+380.3%Added–
HSBCHSBC Holdings PLCSPON ADR NEW12,450$1.03M<0.1%+3,094+33.1%AddedHistory
DISWalt Disney CoStock10,652$1.03M<0.1%+2,796+35.6%AddedHistory
AMPAmeriprise Financial IncCOM2,308$1.03M<0.1%+477+26.1%AddedHistory
Schwab International Equity ETF808524805ETF41,432$1.03M<0.1%−6,166−13.0%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF16,703$1.02M<0.1%−8,424−33.5%Reduced–
ETEnergy Transfer LPCOM UT LTD PTN52,892$1.02M<0.1%+3,710+7.5%AddedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM9,095$1.02M<0.1%+8,176+889.7%Added–
Franklin Templeton ETF Tr35473P744FTSE JAPAN ETF27,976$1.01M<0.1%+9,005+47.5%Added–
DGDollar General CorpCOM8,507$1.01M<0.1%+2,163+34.1%AddedHistory
TPRTapestry, Inc.COM7,118$1.00M<0.1%+344+5.1%AddedHistory
iShares Tr46435U853BROAD USD HIGH27,179$1.00M<0.1%+761+2.9%Added–
PFEPfizer IncStock35,595$999.5K<0.1%+14,179+66.2%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock2,889$997.0K<0.1%+956+49.5%AddedHistory
JCIJohnson Controls International plcStock7,596$994.8K<0.1%+1,544+25.5%AddedHistory
NVSNovartis AGADR6,504$993.5K<0.1%+2,681+70.1%AddedHistory
Schwab US Aggregate Bond ETF808524839ETF42,337$983.1K<0.1%+3,078+7.8%Added–
XELXcel Energy IncStock12,354$981.4K<0.1%+469+3.9%AddedHistory
SYKStryker CorpStock2,981$979.6K<0.1%+1,035+53.2%AddedHistory
Schwab Intermediate-Term US Treasury ETF808524854ETF39,184$976.1K<0.1%−1,594−3.9%Reduced–
Innovator ETFs Trust45783Y681NASDAQ 100 MANA29,300$975.7K<0.1%−1,000−3.3%Reduced–
PLDPrologis, Inc.REIT7,377$975.0K<0.1%+1,270+20.8%AddedHistory
SCCOSouthern Copper CorpStock5,646$971.5K<0.1%+1,667+41.9%AddedHistory
CNCCentene CorpStock29,511$966.2K<0.1%−5,716−16.2%ReducedHistory
American Centy ETF Tr025072877US SML CP VALU8,695$960.5K<0.1%−3,032−25.9%Reduced–
Dimensional ETF Trust25434V740EMERGING MKTS VA26,830$960.0K<0.1%−3,630−11.9%Reduced–
ISRGIntuitive Surgical IncCOM NEW2,080$959.0K<0.1%+195+10.3%AddedHistory
ETREntergy CorpCOM8,524$957.7K<0.1%+804+10.4%AddedHistory
Invesco Nasdaq 100 ETF46138G649ETF4,024$955.9K<0.1%−387−8.8%Reduced–
CCLCarnival Corp Ltd.Stock36,814$952.7K<0.1%+36,814NewHistory
Capital Grp Fixed Incm ETF T14020Y201MUN INM ETF34,915$948.0K<0.1%−2,986−7.9%Reduced–
ICEIntercontinental Exchange, Inc.Stock6,021$947.0K<0.1%+1,007+20.1%AddedHistory
GISGeneral Mills IncStock25,425$946.2K<0.1%+11,392+81.2%AddedHistory
GILDGilead Sciences, Inc.Stock6,777$944.5K<0.1%+864+14.6%AddedHistory
TMUST-Mobile US, Inc.Stock4,495$944.4K<0.1%+1,887+72.4%AddedHistory
UGLProShares Trust IIULTRA GOLD15,363$944.2K<0.1%−10,654−41.0%ReducedHistory
BlackRock ETF Trust09290C509ISHA US AWAR ETF13,435$942.3K<0.1%−1,082−7.5%Reduced–
UBERUber Technologies, IncStock13,013$936.1K<0.1%+1,821+16.3%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