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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
BNYBank of New York Mellon CorpStock7,837$929.7K<0.1%+2,173+38.4%AddedHistory
SPOTSpotify Technology S.A.Stock1,909$925.7K<0.1%+414+27.7%AddedHistory
ADPAutomatic Data Processing IncStock4,552$924.9K<0.1%+1,847+68.3%AddedHistory
TTETotalEnergies SEACT10,074$916.6K<0.1%+1,104+12.3%AddedHistory
TMToyota Motor CorpADS4,444$915.7K<0.1%+1,139+34.5%AddedHistory
TXNTexas Instruments IncStock4,677$908.1K<0.1%+850+22.2%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR9,093$906.8K<0.1%+2,967+48.4%AddedHistory
Schwab International Small-Cap Equity ETF808524888ETF19,373$905.5K<0.1%−2,576−11.7%Reduced–
MOAltria Group, Inc.Stock13,718$905.3K<0.1%+3,283+31.5%AddedHistory
MSIMotorola Solutions, Inc.Stock2,069$897.9K<0.1%+513+33.0%AddedHistory
KMIKinder Morgan, Inc.Stock26,773$897.7K<0.1%+7,130+36.3%AddedHistory
TSNTyson Foods, Inc.Stock13,968$894.9K<0.1%+2,489+21.7%AddedHistory
Eventide International ETF86280R761ETF35,354$891.8K<0.1%+15,331+76.6%Added–
LOWLowes Companies IncStock3,766$889.8K<0.1%+222+6.3%AddedHistory
INTUIntuit Inc.Stock2,050$886.9K<0.1%+619+43.3%AddedHistory
Schwab Emerging Markets Equity ETF808524706ETF26,904$886.5K<0.1%−2,849−9.6%Reduced–
ENBEnbridge IncStock16,372$886.4K<0.1%+2,536+18.3%AddedHistory
iShares Inc464286764MSCI SPAIN ETF16,285$884.5K<0.1%+3,320+25.6%Added–
FITBFifth Third BancorpCOM18,997$882.6K<0.1%+15,187+398.6%AddedHistory
iShares Tr464289859CORE 80 20 ETF9,883$874.5K<0.1%00.0%Unchanged–
ULTAUlta Beauty, Inc.Stock1,670$872.9K<0.1%+637+61.7%AddedHistory
NETCloudflare, Inc.CL A COM4,186$863.7K<0.1%−719−14.7%ReducedHistory
NYTNew York Times CoCL A10,243$857.7K<0.1%+2,687+35.6%AddedHistory
iShares Tr464288885EAFE GRWTH ETF7,663$853.5K<0.1%+3,623+89.7%Added–
EVREvercore Inc.CLASS A2,859$853.4K<0.1%+1,085+61.2%AddedHistory
AONAon plcCL A2,638$851.5K<0.1%+1,054+66.5%AddedHistory
BSXBoston Scientific CorpStock13,502$847.2K<0.1%+5,802+75.4%AddedHistory
NDAQNasdaq, Inc.COM9,970$846.5K<0.1%+558+5.9%AddedHistory
USBUS Bancorp DECOM NEW16,241$844.7K<0.1%+1,276+8.5%AddedHistory
WFWoori Financial Group Inc.SPONSORED ADS12,625$840.8K<0.1%+5,739+83.3%AddedHistory
TRVTravelers Companies, Inc.Stock2,869$836.7K<0.1%+857+42.6%AddedHistory
NKENIKE, Inc.Stock15,725$830.6K<0.1%+12,349+365.8%AddedHistory
CICigna GroupStock3,112$830.4K<0.1%+1,608+106.9%AddedHistory
AEPAmerican Electric Power Co IncStock6,323$828.7K<0.1%+303+5.0%AddedHistory
FTNTFortinet, Inc.Stock10,129$827.8K<0.1%+2,549+33.6%AddedHistory
MEDPMedpace Holdings, Inc.COM1,720$825.9K<0.1%−296−14.7%ReducedHistory
Invesco S&P 500 Quality ETF46137V241ETF10,889$818.7K<0.1%+4,227+63.4%Added–
CMECME Group Inc.COM2,765$816.8K<0.1%+787+39.8%AddedHistory
AGQProShares Trust IIULTRA SILVER NEW6,816$814.6K<0.1%+900+15.2%AddedHistory
CLColgate Palmolive CoStock9,548$813.7K<0.1%+2,401+33.6%AddedHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW3,476$810.9K<0.1%+632+22.2%AddedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS47,567$807.2K<0.1%+12,888+37.2%AddedHistory
MPWRMonolithic Power Systems, Inc.COM734$802.3K<0.1%−15−2.0%ReducedHistory
iShares Tr464287721U.S. TECH ETF4,382$794.9K<0.1%+781+21.7%Added–
SHELShell plcADR8,530$793.2K<0.1%+1,323+18.4%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM2,861$787.5K<0.1%+449+18.6%AddedHistory
MDTMedtronic plcStock9,037$783.1K<0.1%−777−7.9%ReducedHistory
TFCTruist Financial CorpCOM17,023$782.6K<0.1%+1,195+7.5%AddedHistory
EQIXEquinix IncCOM797$781.5K<0.1%+277+53.3%AddedHistory
SHOPShopify Inc.Stock6,534$775.1K<0.1%+917+16.3%AddedHistory
CBRECbre Group, Inc.CL A5,712$773.9K<0.1%+1,801+46.0%AddedHistory
Schwab U.S. REIT ETF808524847ETF35,831$770.0K<0.1%−3,610−9.2%Reduced–
UBSUBS Group AGStock19,605$766.0K<0.1%+6,105+45.2%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF13,447$763.7K<0.1%+3,429+34.2%Added–
ROSTRoss Stores, Inc.COM3,464$750.5K<0.1%+755+27.9%AddedHistory
BURLBurlington Stores, Inc.COM2,292$745.8K<0.1%+1,371+148.9%AddedHistory
NVTnVent Electric plcSHS6,273$741.9K<0.1%+1,063+20.4%AddedHistory
CMCSAComcast CorpStock25,717$738.3K<0.1%+8,560+49.9%AddedHistory
AXONAxon Enterprise, Inc.COM1,736$737.3K<0.1%+162+10.3%AddedHistory
TELTE Connectivity plcStock3,524$736.6K<0.1%+1,152+48.6%AddedHistory
RFRegions Financial CorpCOM28,129$734.7K<0.1%+2,668+10.5%AddedHistory
AITApplied Industrial Technologies IncCOM2,751$729.8K<0.1%+614+28.7%AddedHistory
CMGChipotle Mexican Grill IncCOM22,740$727.9K<0.1%−2,167−8.7%ReducedHistory
DTMDT Midstream, Inc.COMMON STOCK5,399$727.2K<0.1%+883+19.6%AddedHistory
GRMNGarmin LtdSHS3,133$727.0K<0.1%+628+25.1%AddedHistory
AZNAstraZeneca PLCADR3,678$725.5K<0.1%−299−7.5%ReducedConverted for a 1-for-2 splitHistory
iShares Tr4642886613 7 YR TREAS BD6,097$723.1K<0.1%−556−8.4%Reduced–
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF12,762$722.1K<0.1%+45+0.4%Added–
AMEAmetek IncCOM3,357$719.8K<0.1%+675+25.2%AddedHistory
ASXASE Technology Holding Co., Ltd.SPONSORED ADS33,134$718.4K<0.1%+10,369+45.5%AddedHistory
BKRBaker Hughes CoCL A11,736$716.5K<0.1%+3,146+36.6%AddedHistory
Vanguard World FD921910691ESG US CORP BD11,380$715.0K<0.1%+5,956+109.8%Added–
ROPRoper Technologies IncStock2,012$712.1K<0.1%+208+11.5%AddedHistory
ZMZoom Communications, Inc.Stock8,831$709.9K<0.1%−3,503−28.4%ReducedHistory
WCNWaste Connections, Inc.COM4,312$700.6K<0.1%+65+1.5%AddedHistory
BPBP PLCADR14,861$698.5K<0.1%+684+4.8%AddedHistory
HASHasbro, Inc.COM7,352$688.2K<0.1%−22−0.3%ReducedHistory
GDXUBank of MontrealMICROSCTR 3X LEV3,415$687.7K<0.1%−3,694−52.0%ReducedHistory
SANBanco Santander, S.A.ADR60,702$684.7K<0.1%+21,327+54.2%AddedHistory
CPAYCorpay, Inc.COM SHS2,351$683.9K<0.1%+989+72.6%AddedHistory
IBKRInteractive Brokers Group, Inc.Stock10,195$683.8K<0.1%−866−7.8%ReducedHistory
CSXCSX CorpStock16,559$679.7K<0.1%+3,097+23.0%AddedHistory
MDLZMondelez International, Inc.Stock11,766$678.2K<0.1%+390+3.4%AddedHistory
HLTHilton Worldwide Holdings Inc.COM2,220$675.2K<0.1%−438−16.5%ReducedHistory
VRTXVertex Pharmaceuticals IncStock1,507$672.5K<0.1%+416+38.1%AddedHistory
CFGCitizens Financial Group IncCOM11,206$672.0K<0.1%+1,599+16.6%AddedHistory
First Tr Exchange-Traded FD33734H106SHS14,284$671.8K<0.1%+823+6.1%Added–
PWRQuanta Services, Inc.COM1,222$670.8K<0.1%+415+51.4%AddedHistory
ProShares Tr74349Y704ULTRA BITCOIN ET57,139$665.1K<0.1%+7,452+15.0%Added–
EMREmerson Electric CoStock5,074$664.8K<0.1%+434+9.4%AddedHistory
MLIMueller Industries IncCOM5,990$663.7K<0.1%+629+11.7%AddedHistory
ADMArcher-Daniels-Midland CoStock9,118$662.7K<0.1%+3,316+57.2%AddedHistory
BDXBecton Dickinson & CoStock4,192$659.0K<0.1%+58+1.4%AddedHistory
COKECoca-Cola Consolidated, Inc.COM3,423$656.4K<0.1%+468+15.8%AddedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF16,079$656.2K<0.1%+3,106+23.9%Added–
FNFabrinetSHS1,255$654.5K<0.1%+291+30.2%AddedHistory
Fidelity Merrimack STR Tr316188309TOTAL BD ETF14,327$653.6K<0.1%−88−0.6%Reduced–
SHWSherwin Williams CoCOM2,024$648.8K<0.1%−28−1.4%ReducedHistory
UTHRUnited Therapeutics CorpCOM1,094$648.7K<0.1%−194−15.1%ReducedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR32,834$648.5K<0.1%+1,972+6.4%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