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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
LYBLyondellBasell Industries N.V.SHS - A -4,972$400.5K<0.1%+734+17.3%AddedHistory
NGGNational Grid PLCSPONSORED ADR NE4,716$398.9K<0.1%+1,253+36.2%AddedHistory
WCCWesco International IncCOM1,457$398.7K<0.1%+368+33.8%AddedHistory
EBAYeBay IncCOM4,363$397.1K<0.1%+700+19.1%AddedHistory
ADSKAutodesk, Inc.COM1,657$396.7K<0.1%−12−0.7%ReducedHistory
iShares Tr46428865310-20 YR TRS ETF3,916$394.4K<0.1%+530+15.7%Added–
AIGAmerican International Group, Inc.Stock5,239$394.2K<0.1%+673+14.7%AddedHistory
SWSmurfit Westrock plcStock9,877$393.6K<0.1%+3,847+63.8%AddedHistory
ARMKAramarkCOM9,698$393.1K<0.1%−1,435−12.9%ReducedHistory
METMetlife IncStock5,542$391.9K<0.1%−366−6.2%ReducedHistory
BHPBHP Group LtdADR5,386$391.8K<0.1%+2,033+60.6%AddedHistory
EQTEQT CorpStock6,154$391.6K<0.1%+236+4.0%AddedHistory
WTWWillis Towers Watson PLCSHS1,336$388.6K<0.1%+401+42.9%AddedHistory
iShares Tr464287150CORE S&P TTL STK2,727$388.4K<0.1%−36−1.3%Reduced–
DLRDigital Realty Trust, Inc.COM2,150$387.3K<0.1%+213+11.0%AddedHistory
BMRNBiomarin Pharmaceutical IncCOM6,845$386.6K<0.1%+752+12.3%AddedHistory
GWWW.W. Grainger, Inc.Stock354$386.2K<0.1%+101+39.9%AddedHistory
BABAAlibaba Group Holding LtdADR3,078$386.2K<0.1%+111+3.7%AddedHistory
FLSFlowserve CorpCOM5,245$385.6K<0.1%+1,090+26.2%AddedHistory
Northern LTS FD Tr IV66538H591MAIN SECTR ROTN6,384$385.5K<0.1%+3,189+99.8%Added–
BPOPPopular, Inc.COM NEW2,873$385.5K<0.1%−354−11.0%ReducedHistory
MDBMongoDB, Inc.CL A1,570$384.3K<0.1%+212+15.6%AddedHistory
BlackRock ETF Trust09290C780ISHA I IN TE ETF11,638$383.5K<0.1%+2,523+27.7%Added–
AWIArmstrong World Industries IncCOM2,326$383.3K<0.1%+123+5.6%AddedHistory
MTCHMatch Group, Inc.COM12,452$382.4K<0.1%+1,149+10.2%AddedHistory
CMSCMS Energy CorpCOM4,927$382.2K<0.1%+868+21.4%AddedHistory
ITWIllinois Tool Works IncStock1,466$381.6K<0.1%+334+29.5%AddedHistory
GBTCGrayscale Bitcoin Trust ETFETF7,224$381.1K<0.1%+6,180+592.0%AddedHistory
INGING Groep NVSPONSORED ADR14,582$379.9K<0.1%+1,844+14.5%AddedHistory
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW3,458$379.3K<0.1%+710+25.8%Added–
COOCooper Companies, Inc.COM5,297$378.7K<0.1%+601+12.8%AddedHistory
ANAutonation, Inc.COM1,938$378.4K<0.1%−21−1.1%ReducedHistory
PFNPIMCO Income Strategy Fund IICOM54,843$377.9K<0.1%−1,010,896−94.9%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA7,480$376.5K<0.1%+7,480New–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF5,007$376.0K<0.1%−2,268−31.2%Reduced–
iShares Core U.S. Aggregate Bond ETF464287226ETF3,773$374.5K<0.1%−3,064−44.8%Reduced–
CBOECboe Global Markets, Inc.COM1,330$373.9K<0.1%+242+22.2%AddedHistory
EGPEastgroup Properties IncCOM2,016$373.1K<0.1%+75+3.9%AddedHistory
YOUClear Secure, Inc.COM CL A7,701$372.8K<0.1%+1,238+19.2%AddedHistory
DKNGDraftKings Inc.Stock17,161$371.0K<0.1%+5,655+49.1%AddedHistory
Schwab U.S. Mid-Cap ETF808524508ETF11,974$370.7K<0.1%−1,275−9.6%Reduced–
URIUnited Rentals, Inc.COM507$370.1K<0.1%−84−14.2%ReducedHistory
STZConstellation Brands, Inc.Stock2,461$369.2K<0.1%−997−28.8%ReducedHistory
FLOFlowers Foods IncCOM45,262$368.9K<0.1%+38,414+561.0%AddedHistory
BALLBALL CorpCOM6,241$368.9K<0.1%+2,823+82.6%AddedHistory
TWTradeweb Markets Inc.Stock3,107$365.6K<0.1%+567+22.3%AddedHistory
EXCExelon CorpStock7,450$365.2K<0.1%+1,640+28.2%AddedHistory
RGAReinsurance Group of America IncCOM NEW1,787$364.8K<0.1%+243+15.7%AddedHistory
AAAlcoa CorpStock5,483$363.7K<0.1%+886+19.3%AddedHistory
KRKroger CoStock5,019$363.0K<0.1%+1,583+46.1%AddedHistory
BlackRock ETF Trust09290C806ISHA US THEM ETF10,023$363.0K<0.1%+2,144+27.2%Added–
THCTenet Healthcare CorpCOM NEW1,919$362.1K<0.1%−614−24.2%ReducedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF1,495$358.8K<0.1%+203+15.7%Added–
IPInternational Paper CoCOM10,036$358.3K<0.1%+820+8.9%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF2,843$358.0K<0.1%00.0%Unchanged–
VMCVulcan Materials COCOM1,314$357.9K<0.1%+14+1.1%AddedHistory
EWEdwards Lifesciences CorpStock4,459$357.1K<0.1%−459−9.3%ReducedHistory
ESIElement Solutions IncCOM10,450$356.8K<0.1%+385+3.8%AddedHistory
PBProsperity Bancshares IncCOM5,280$354.7K<0.1%+1,719+48.3%AddedHistory
Invesco Exchange Traded FD T46137V233S&P 500 TOP 506,476$353.3K<0.1%+2,628+68.3%Added–
Vanguard Emerging Markets Government Bond ETF921946885ETF5,351$351.6K<0.1%+3,128+140.7%Added–
PRIMPrimoris Services CorpStock2,456$351.3K<0.1%+317+14.8%AddedHistory
EGOEldorado Gold CorpCOM10,216$350.7K<0.1%+819+8.7%AddedHistory
PNRPENTAIR plcSHS4,026$350.7K<0.1%−1,736−30.1%ReducedHistory
iShares Tr464287556ISHARES BIOTECH2,074$350.3K<0.1%+27+1.3%Added–
Fidelity Covington Trust31609A305ENHANCED LARGE9,340$350.1K<0.1%−47−0.5%Reduced–
PRUPrudential Financial IncStock3,576$349.4K<0.1%+546+18.0%AddedHistory
MTGMgic Investment CorpCOM13,310$349.4K<0.1%−2,954−18.2%ReducedHistory
NUENucor CorpCOM2,064$349.1K<0.1%+314+17.9%AddedHistory
Innovator ETFs Trust45782C789US EQTY BUFR JUL7,025$349.0K<0.1%−200−2.8%Reduced–
DECKDeckers Outdoor CorpCOM3,482$348.5K<0.1%+1,034+42.2%AddedHistory
APPAppLovin CorpCOM CL A871$346.7K<0.1%+30+3.6%AddedHistory
DBDeutsche Bank AktiengesellschaftNAMEN AKT11,590$345.2K<0.1%+3,254+39.0%AddedHistory
LLoews CorpCOM3,227$344.4K<0.1%+423+15.1%AddedHistory
NINisource Inc.COM7,375$344.1K<0.1%+394+5.6%AddedHistory
LENLennar CorpCL A3,955$343.4K<0.1%+1,800+83.5%AddedHistory
CCKCrown Holdings, Inc.COM3,424$343.3K<0.1%−430−11.2%ReducedHistory
MTBM&T Bank CorpCOM1,657$342.6K<0.1%+328+24.7%AddedHistory
CASYCaseys General Stores IncCOM470$342.1K<0.1%+155+49.2%AddedHistory
BFAMBright Horizons Family Solutions Inc.COM4,165$342.1K<0.1%+1,140+37.7%AddedHistory
VIKViking Holdings LtdORD SHS4,623$339.7K<0.1%+1,784+62.8%AddedHistory
PODDInsulet CorpStock1,614$338.7K<0.1%+1,291+399.7%AddedHistory
SKMSK Telecom Co LtdSPONSORED ADR11,540$338.0K<0.1%+4,790+71.0%AddedHistory
GSKGSK plcADR6,092$336.2K<0.1%+2,457+67.6%AddedHistory
NTNXNutanix, Inc.Stock8,838$335.9K<0.1%+1,138+14.8%AddedHistory
ALLEAllegion plcORD SHS2,306$335.2K<0.1%−14−0.6%ReducedHistory
Vanguard Scottsdale FDS92206C714VNG RUS1000VAL3,573$334.9K<0.1%+1,561+77.6%Added–
Northern LTS FD Tr IV66538H658INSPIRE GBL HOPE7,547$334.7K<0.1%+601+8.7%Added–
American Centy ETF Tr025072349US LARGE CAP VLU4,151$334.6K<0.1%−4,678−53.0%Reduced–
HMCHonda Motor Co LtdADR ECH CNV IN 313,745$334.1K<0.1%+3,793+38.1%AddedHistory
COINCoinbase Global, Inc.COM CL A1,913$334.0K<0.1%+524+37.7%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS13,386$333.0K<0.1%+3,438+34.6%AddedHistory
DDOGDatadog, Inc.CL A COM2,821$333.0K<0.1%+171+6.5%AddedHistory
EWBCEast West Bancorp IncCOM3,116$332.6K<0.1%+504+19.3%AddedHistory
First Tr Exchange-Traded FD336917109SHS6,502$330.3K<0.1%00.0%Unchanged–
GLGlobe Life Inc.COM2,366$329.3K<0.1%+91+4.0%AddedHistory
KDPKeurig Dr Pepper Inc.COM12,485$328.7K<0.1%−10,747−46.3%ReducedHistory
OSKOshkosh CorpCOM2,224$327.4K<0.1%+204+10.1%AddedHistory
BBarrick Mining CorpStock8,021$327.2K<0.1%+3,691+85.2%AddedHistory
MCHPMicrochip Technology IncStock5,062$327.1K<0.1%+1,383+37.6%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