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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
iShares Tr464288570ESG MSCI KLD ETF5,330$646.0K<0.1%−518−8.9%Reduced–
MMM3M CoStock4,443$645.2K<0.1%−230−4.9%ReducedHistory
HWMHowmet Aerospace Inc.Stock2,799$645.2K<0.1%+770+37.9%AddedHistory
Vanguard Wellington FD921935870SHORT TRM TAX EX6,337$640.9K<0.1%−9,391−59.7%Reduced–
SHGShinhan Financial Group Co LtdSPN ADR RESTRD10,417$638.8K<0.1%+3,757+56.4%AddedHistory
MSCIMSCI Inc.Stock1,183$637.9K<0.1%+249+26.7%AddedHistory
VSTVistra Corp.Stock4,230$635.9K<0.1%−180−4.1%ReducedHistory
HPEHewlett Packard Enterprise CoCOM26,485$630.6K<0.1%+8,342+46.0%AddedHistory
ODFLOld Dominion Freight Line, Inc.COM3,220$629.3K<0.1%+367+12.9%AddedHistory
WisdomTree Tr97717W307US LARGECAP DIVD7,019$627.0K<0.1%−740−9.5%Reduced–
ILMNIllumina, Inc.COM5,080$626.2K<0.1%−897−15.0%ReducedHistory
MRVLMarvell Technology, Inc.COM6,302$624.1K<0.1%−230−3.5%ReducedHistory
Dimensional ETF Trust25434V617WORLD EQUITY ETF8,441$622.8K<0.1%−56−0.7%Reduced–
Franklin Templeton ETF Tr35473P686FTSE TAIWAN9,030$615.0K<0.1%+3,544+64.6%Added–
WPMWheaton Precious Metals Corp.COM4,660$610.6K<0.1%+875+23.1%AddedHistory
SYYSysco CorpStock8,543$609.3K<0.1%+2,829+49.5%AddedHistory
ALLAllstate CorpStock2,937$609.0K<0.1%+335+12.9%AddedHistory
CBSHCommerce Bancshares IncStock12,360$608.1K<0.1%+348+2.9%AddedHistory
UALUnited Airlines Holdings, Inc.COM6,590$606.7K<0.1%+768+13.2%AddedHistory
Innovator ETFs Trust45782C698US EQUT BUFR AUG12,407$606.1K<0.1%00.0%Unchanged–
RPRXRoyalty Pharma plcSHS CLASS A12,629$605.8K<0.1%+3,094+32.4%AddedHistory
STESTERIS plcSHS USD2,735$604.8K<0.1%−894−24.6%ReducedHistory
MNSTMonster Beverage CorpCOM8,315$602.5K<0.1%−296−3.4%ReducedHistory
NBIXNeurocrine Biosciences IncStock4,557$600.3K<0.1%+202+4.6%AddedHistory
CORCencora, Inc.Stock1,907$599.1K<0.1%+274+16.8%AddedHistory
HBANHuntington Bancshares IncCOM38,172$597.4K<0.1%+6,276+19.7%AddedHistory
SPGSimon Property Group Inc.REIT3,203$597.3K<0.1%+251+8.5%AddedHistory
SONYSony Group CorpSPONSORED ADR28,781$595.8K<0.1%+11,980+71.3%AddedHistory
Schwab Fundamental International Equity ETF808524755ETF12,171$595.5K<0.1%+1,552+14.6%Added–
PYPLPayPal Holdings, Inc.Stock13,036$589.6K<0.1%+2,459+23.2%AddedHistory
ELVElevance Health, Inc.Stock2,012$589.3K<0.1%+11+0.5%AddedHistory
SBUXStarbucks CorpStock6,574$589.0K<0.1%+2,005+43.9%AddedHistory
BIIBBiogen Inc.COM3,178$582.7K<0.1%+780+32.5%AddedHistory
RBB FD Inc74933W452F/M US TREASURY11,663$581.5K<0.1%−1,059−8.3%Reduced–
JHGJanus Henderson Group Ltd.ORD SHS11,309$580.9K<0.1%+1,276+12.7%AddedHistory
BMOBank of MontrealCOM4,286$580.0K<0.1%+620+16.9%AddedHistory
APDAir Products & Chemicals, Inc.Stock1,992$578.9K<0.1%+560+39.1%AddedHistory
HIIHuntington Ingalls Industries, Inc.COM1,523$578.6K<0.1%+44+3.0%AddedHistory
SFMSprouts Farmers Market, Inc.COM7,497$578.2K<0.1%+3,678+96.3%AddedHistory
SLBSLB LimitedStock11,245$577.9K<0.1%+2,947+35.5%AddedHistory
HLNHaleon plcADR57,526$575.8K<0.1%+22,508+64.3%AddedHistory
ACNAccenture plcStock2,894$573.8K<0.1%−950−24.7%ReducedHistory
MOSMosaic CoCOM22,450$572.5K<0.1%+12,227+119.6%AddedHistory
Franklin Templeton ETF Tr35473P843FTSE AUSTRALIA17,347$570.9K<0.1%+7,406+74.5%Added–
iShares Tr46435G672CORE INTL AGGR11,395$570.3K<0.1%+3,770+49.4%Added–
Vanguard Information Technology ETF92204A702ETF818$570.1K<0.1%+2+0.2%Added–
HIGHartford Insurance Group, Inc.Stock4,199$567.7K<0.1%+213+5.3%AddedHistory
IMOImperial Oil LtdCOM NEW4,336$567.2K<0.1%+1,653+61.6%AddedHistory
iShares Tr464288760US AER DEF ETF2,592$567.1K<0.1%−313−10.8%Reduced–
MCOMoodys CorpStock1,300$566.9K<0.1%+373+40.2%AddedHistory
CWCurtiss Wright CorpStock832$566.7K<0.1%+151+22.2%AddedHistory
EXPEExpedia Group, Inc.Stock2,453$566.4K<0.1%−2,080−45.9%ReducedHistory
DOWDow Inc.Stock13,534$563.7K<0.1%+10,534+351.1%AddedHistory
Schwab Strategic Tr8085247141 5YR CORP BD22,749$562.5K<0.1%+3,560+18.6%Added–
iShares Tr464288513IBOXX HI YD ETF7,042$560.3K<0.1%−1,827−20.6%Reduced–
EHCEncompass Health CorpCOM5,757$556.9K<0.1%+585+11.3%AddedHistory
COLBColumbia Banking System, Inc.COM20,287$556.5K<0.1%+1,041+5.4%AddedHistory
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF11,454$553.5K<0.1%+5,749+100.8%Added–
FISVFiserv IncStock9,903$552.5K<0.1%+2,915+41.7%AddedHistory
Pacer Trendpilot US Large Cap ETF69374H105ETF10,486$550.1K<0.1%−65−0.6%Reduced–
BWABorgwarner IncCOM10,129$549.6K<0.1%−788−7.2%ReducedHistory
LYGLloyds Banking Group plcSPONSORED ADR109,264$549.6K<0.1%+25,222+30.0%AddedHistory
ATIAti IncStock3,756$546.3K<0.1%−111−2.9%ReducedHistory
PAYXPaychex IncStock5,929$546.2K<0.1%+2,671+82.0%AddedHistory
TNGXTango Therapeutics, Inc.COM26,026$544.5K<0.1%+380+1.5%AddedHistory
ROLRollins IncCOM10,131$541.1K<0.1%−1,658−14.1%ReducedHistory
VRSNVerisign IncCOM2,177$540.9K<0.1%+23+1.1%AddedHistory
EXEExpand Energy CorpCOM4,927$540.9K<0.1%+2,337+90.2%AddedHistory
BOILProShares Trust IIETF33,534$540.6K<0.1%−4,111−10.9%ReducedHistory
TXTTextron IncCOM6,172$540.4K<0.1%−323−5.0%ReducedHistory
SPDR Index Shs FDS78463X509ST PORT MARK ETF11,496$539.3K<0.1%−7,023−37.9%Reduced–
AMTAmerican Tower CorpREIT3,124$539.0K<0.1%−735−19.0%ReducedHistory
ORealty Income CorpREIT8,809$538.9K<0.1%+1,040+13.4%AddedHistory
LVSLas Vegas Sands CorpCOM9,982$537.8K<0.1%−1,023−9.3%ReducedHistory
TGTTarget CorpStock4,420$535.7K<0.1%+716+19.3%AddedHistory
ECLEcolab Inc.Stock2,008$534.2K<0.1%+103+5.4%AddedHistory
Vanguard Real Estate ETF922908553ETF6,003$532.4K<0.1%+1,405+30.6%Added–
EPDEnterprise Products Partners L.P.Stock14,063$532.1K<0.1%+2,251+19.1%AddedHistory
AJGArthur J. Gallagher & Co.COM2,455$531.6K<0.1%−340−12.2%ReducedHistory
AAgilent Technologies, Inc.COM4,661$531.3K<0.1%+692+17.4%AddedHistory
WECWec Energy Group, Inc.Stock4,584$530.7K<0.1%+411+9.8%AddedHistory
iShares Russell Mid-Cap Value ETF464287473ETF3,635$529.8K<0.1%−1,160−24.2%Reduced–
SAPSAP SEADR3,082$527.7K<0.1%+84+2.8%AddedHistory
Angel Oak Funds Trust03463K752OAK ULTRASHORT10,333$527.3K<0.1%+2,834+37.8%Added–
UGAUnited States Gasoline Fund, LPUNITS5,079$524.9K<0.1%+2,498+96.8%AddedHistory
IBNIcici Bank LtdADR20,257$524.7K<0.1%+3,648+22.0%AddedHistory
CCEPCoca-Cola Europacific Partners plcSHS5,777$523.8K<0.1%+2,312+66.7%AddedHistory
CALMCal-Maine Foods IncCOM NEW6,599$522.3K<0.1%+5,787+712.7%AddedHistory
FASTFastenal CoStock11,256$522.3K<0.1%+2,655+30.9%AddedHistory
CDNSCadence Design Systems IncStock1,874$520.4K<0.1%+83+4.6%AddedHistory
Strategy Shs86280R134EVENTIDE SMALL C19,893$520.4K<0.1%+8,623+76.5%Added–
DINOHF Sinclair CorpCOM8,335$520.0K<0.1%+1,381+19.9%AddedHistory
FIVEFive Below, IncCOM2,275$519.8K<0.1%+650+40.0%AddedHistory
VTRVentas, Inc.REIT6,320$516.8K<0.1%−306−4.6%ReducedHistory
LHLabcorp Holdings Inc.Stock1,937$516.7K<0.1%+689+55.2%AddedHistory
iShares Tr46435U218ESG MSCI LEADR4,532$514.8K<0.1%−332−6.8%Reduced–
TTCToro CoCOM5,472$511.3K<0.1%+942+20.8%AddedHistory
Global X FDS37954Y830GLOBAL X COPPER6,696$511.3K<0.1%+4,696+234.8%Added–
MKTXMarketaxess Holdings IncCOM3,098$511.1K<0.1%+272+9.6%AddedHistory
MFCManulife Financial CorpCOM14,766$508.5K<0.1%+4,661+46.1%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