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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
IQVIQVIA Holdings Inc.Stock2,958$504.5K<0.1%−641−17.8%ReducedHistory
MARMarriott International IncStock1,542$504.3K<0.1%+341+28.4%AddedHistory
iShares Tr46435G409MSCI INTL VLU FT12,614$500.5K<0.1%+2,207+21.2%Added–
Strategy Shs86280R118EVENTIDE LARGE C21,420$499.9K<0.1%+9,287+76.5%Added–
TOLToll Brothers, Inc.COM3,635$496.1K<0.1%+283+8.4%AddedHistory
OMCOmnicom Group Inc.COM6,580$495.6K<0.1%+970+17.3%AddedHistory
WABWestinghouse Air Brake Technologies CorpStock1,983$495.3K<0.1%+312+18.7%AddedHistory
LECOLincoln Electric Holdings IncCOM1,975$491.9K<0.1%+331+20.1%AddedHistory
VanEck ETF Trust92189F601URANI NUCLE ETF3,692$491.8K<0.1%+2,533+218.6%Added–
ULUnilever PLCSPON ADR NEW8,605$490.2K<0.1%+4,350+102.2%AddedHistory
CTASCintas CorpStock2,854$482.5K<0.1%+869+43.8%AddedHistory
SRESempraStock4,965$482.4K<0.1%+886+21.7%AddedHistory
EFXEquifax IncCOM2,672$481.2K<0.1%+998+59.6%AddedHistory
ESEversource EnergyStock6,941$480.9K<0.1%+2,340+50.9%AddedHistory
CHTChunghwa Telecom Co LtdSPON ADR NEW1111,359$479.8K<0.1%+3,250+40.1%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR25,896$479.6K<0.1%+12,669+95.8%AddedHistory
RIORio Tinto PLCADR5,134$478.9K<0.1%+1,544+43.0%AddedHistory
CARRCarrier Global CorpStock8,471$476.9K<0.1%+2,157+34.2%AddedHistory
ORIOld Republic International CorpCOM11,951$476.8K<0.1%−159−1.3%ReducedHistory
OKEONEOK IncCOM5,237$473.4K<0.1%+1,906+57.2%AddedHistory
EXELExelixis, Inc.COM11,015$472.4K<0.1%−1,396−11.2%ReducedHistory
KMXCarMax IncCOM11,341$471.6K<0.1%+3,607+46.6%AddedHistory
NRGNRG Energy, Inc.Stock3,225$471.2K<0.1%−31−1.0%ReducedHistory
TDGTransDigm Group INCCOM405$470.4K<0.1%+21+5.5%AddedHistory
ITTItt Inc.COM2,461$468.8K<0.1%+1,488+152.9%AddedHistory
LULUlululemon athletica inc.Stock3,062$468.8K<0.1%+2,500+444.8%AddedHistory
iShares Tr464288414NATIONAL MUN ETF4,416$468.7K<0.1%+487+12.4%Added–
ATOAtmos Energy CorpCOM2,536$468.4K<0.1%+1,034+68.8%AddedHistory
IVZInvesco Ltd.Stock19,269$468.0K<0.1%+4,880+33.9%AddedHistory
OUNZVanEck Merk Gold ETFGOLD SHS10,355$466.5K<0.1%00.0%UnchangedHistory
NSCNorfolk Southern CorpStock1,623$465.8K<0.1%+131+8.8%AddedHistory
EDConsolidated Edison IncStock4,073$460.9K<0.1%+1,188+41.2%AddedHistory
MTDMettler Toledo International IncCOM363$457.8K<0.1%+61+20.2%AddedHistory
AUAngloGold Ashanti PLCCOM SHS4,698$457.4K<0.1%+1,408+42.8%AddedHistory
iShares Tr464287861EUROPE ETF6,725$456.9K<0.1%+1,406+26.4%Added–
Listed FDS Tr53656F599SWAN HEDGED EQTY18,446$455.6K<0.1%+4,119+28.7%Added–
iShares Tr46436E767ESG MSCI USA ETF8,232$454.4K<0.1%+290+3.7%Added–
Vanguard Long-Term Treasury ETF92206C847ETF8,193$453.5K<0.1%−5,632−40.7%Reduced–
UGIUgi CorpStock12,434$452.9K<0.1%+2,592+26.3%AddedHistory
GROBrazil Potash Corp.COMMON SHARES138,839$449.8K<0.1%+5,937+4.5%AddedHistory
SYFSynchrony FinancialCOM6,588$448.1K<0.1%+970+17.3%AddedHistory
NTRANatera, Inc.COM2,240$448.0K<0.1%−849−27.5%ReducedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR7,656$447.6K<0.1%+1,811+31.0%AddedHistory
GLTRabrdn Precious Metals Basket ETF TrustPHYSCL PRECS MET2,025$442.9K<0.1%+2,025NewHistory
SPDR Series Trust78464A805ST STR PR SP15005,596$442.4K<0.1%−48−0.9%Reduced–
HCAHCA Healthcare, Inc.COM935$442.2K<0.1%+38+4.2%AddedHistory
Dimensional ETF Trust25434V849NATL MUN BD ETF9,215$441.7K<0.1%00.0%Unchanged–
CAGConagra Brands Inc.Stock28,012$440.3K<0.1%+11,314+67.8%AddedHistory
MTZMastec IncCOM1,368$440.1K<0.1%+145+11.9%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock2,707$440.0K<0.1%+1,469+118.7%AddedHistory
EAElectronic Arts Inc.COM2,158$440.0K<0.1%+186+9.4%AddedHistory
Vanguard Mun BD FDS922907738INTERMEDIATE TRM4,395$439.3K<0.1%−421−8.7%Reduced–
VEEVVeeva Systems IncStock2,487$436.9K<0.1%+250+11.2%AddedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS23,291$435.6K<0.1%−4,091−14.9%ReducedHistory
Northern LTS FD Tr IV66538H633INSPIRE CORP BD18,255$435.5K<0.1%−871−4.6%Reduced–
AXSAxis Capital Holdings LtdSHS4,289$434.9K<0.1%+301+7.5%AddedHistory
iShares Inc464286517JP MORGAN EM ETF10,653$434.6K<0.1%+3,024+39.6%Added–
TXRHTexas Roadhouse, Inc.COM2,631$434.5K<0.1%+1,220+86.5%AddedHistory
TSEMTower Semiconductor LtdSHS NEW2,461$431.9K<0.1%+1,980+411.6%AddedHistory
CPRTCopart IncCOM13,007$431.8K<0.1%+5,755+79.4%AddedHistory
ITGartner IncCOM2,718$430.4K<0.1%+771+39.6%AddedHistory
RLRalph Lauren CorpCL A1,251$430.3K<0.1%+79+6.7%AddedHistory
iShares S&P Mid-Cap 400 Value ETF464287705ETF3,230$428.0K<0.1%+4+0.1%Added–
J P Morgan Exchange Traded F46641Q159INCOME ETF9,270$427.0K<0.1%+3,972+75.0%Added–
MOHMolina Healthcare, Inc.COM3,199$426.4K<0.1%+2,604+437.6%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM9,373$426.2K<0.1%−44−0.5%Reduced–
OSISOsi Systems IncCOM1,605$426.1K<0.1%+130+8.8%AddedHistory
DDominion Energy, IncStock6,890$425.9K<0.1%+438+6.8%AddedHistory
RKTRocket Companies, Inc.Stock29,872$425.7K<0.1%+11,394+61.7%AddedHistory
GGenpact LTDSHS11,392$424.3K<0.1%+4,320+61.1%AddedHistory
ACGLArch Capital Group Ltd.Stock4,404$422.9K<0.1%+564+14.7%AddedHistory
CAHCardinal Health IncStock2,001$422.7K<0.1%+109+5.8%AddedHistory
AEMAgnico Eagle Mines LtdStock2,077$421.6K<0.1%+614+42.0%AddedHistory
BCSBarclays PLCADR19,860$420.2K<0.1%+4,821+32.1%AddedHistory
EEni SpASPONSORED ADR7,401$418.9K<0.1%+210+2.9%AddedHistory
IAUMiShares Gold Trust MicroSHS REPSTG UN TR8,968$418.8K<0.1%+3,963+79.2%AddedHistory
KVUEKenvue Inc.Stock24,245$418.0K<0.1%+11,788+94.6%AddedHistory
GPNGlobal Payments IncStock6,188$416.5K<0.1%+4,176+207.6%AddedHistory
SFStifel Financial CorpCOM5,609$414.6K<0.1%+3,258+138.6%AddedHistory
NTRSNorthern Trust CorpCOM2,965$413.8K<0.1%+560+23.3%AddedHistory
State Street SPDR Bloomberg Convertible Securities ETF78464A359ETF4,519$413.6K<0.1%−892−16.5%Reduced–
STLDSteel Dynamics IncCOM2,292$412.5K<0.1%+656+40.1%AddedHistory
State Street SPDR Portfolio Aggregate Bond ETF78464A649ETF16,098$412.4K<0.1%−5,669−26.0%Reduced–
PCARPaccar IncCOM3,568$412.1K<0.1%+439+14.0%AddedHistory
DOVDOVER CorpCOM1,973$411.1K<0.1%+222+12.7%AddedHistory
USFDUS Foods Holding Corp.COM4,453$410.6K<0.1%−269−5.7%ReducedHistory
CHDChurch & Dwight Co IncCOM4,392$409.8K<0.1%+1,455+49.5%AddedHistory
WWDWoodward, Inc.COM1,140$408.1K<0.1%+247+27.7%AddedHistory
NXTNextpower Inc.Stock3,385$408.1K<0.1%+2,071+157.6%AddedHistory
FISFidelity National Information Services, Inc.Stock8,684$407.3K<0.1%+3,906+81.7%AddedHistory
ONOn Semiconductor CorpStock6,565$406.6K<0.1%+2,471+60.4%AddedHistory
MHKMohawk Industries IncCOM4,129$406.5K<0.1%+2,560+163.2%AddedHistory
SITESiteOne Landscape Supply, Inc.COM3,049$405.9K<0.1%+1,185+63.6%AddedHistory
iShares Core S&P U.S. Growth ETF464287671ETF2,613$405.3K<0.1%+786+43.0%Added–
HLIHoulihan Lokey, Inc.CL A2,822$405.3K<0.1%+344+13.9%AddedHistory
IDXXIDEXX Laboratories IncCOM720$404.6K<0.1%+7+1.0%AddedHistory
ROKRockwell Automation, IncStock1,126$403.7K<0.1%+177+18.7%AddedHistory
FCFSFirstCash Holdings, Inc.COM2,137$401.8K<0.1%+362+20.4%AddedHistory
LAMRLamar Advertising CoREIT3,170$401.5K<0.1%+97+3.2%AddedHistory
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF11,952$400.9K<0.1%+5,951+99.2%Added–

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