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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
PAHCPhibro Animal Health CorpCL A COM5,907$326.7K<0.1%+943+19.0%AddedHistory
PPCPilgrims Pride CorpStock8,636$326.1K<0.1%−602−6.5%ReducedHistory
CINFCincinnati Financial CorpCOM2,071$325.9K<0.1%+374+22.0%AddedHistory
iShares Tr464288638ISHS 5-10YR INVT6,121$325.8K<0.1%+2,866+88.0%Added–
RGLDRoyal Gold IncStock1,278$325.2K<0.1%+364+39.8%AddedHistory
CNQCanadian Natural Resources LtdCOM6,673$325.2K<0.1%+784+13.3%AddedHistory
First Tr Exchng Traded FD VI33740U356VEST US EQTY MAX10,000$322.8K<0.1%00.0%Unchanged–
BPREBluerock Private Real Estate FundCOM19,408$322.4K<0.1%−4,226−17.9%ReducedHistory
Vanguard Health Care ETF92204A504ETF1,183$322.1K<0.1%−97−7.6%Reduced–
SNPSSynopsys IncCOM812$321.9K<0.1%+139+20.7%AddedHistory
CVNACarvana Co.CL A1,024$321.9K<0.1%+107+11.7%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1693$320.9K<0.1%−40−5.5%ReducedHistory
MFGMizuho Financial Group IncSPONSORED ADR40,402$320.8K<0.1%+5,521+15.8%AddedHistory
WRBBerkley W R CorpCOM4,812$318.9K<0.1%−363−7.0%ReducedHistory
AXTAAxalta Coating Systems Ltd.COM11,489$318.2K<0.1%+3,816+49.7%AddedHistory
iShares U.S. Treasury Bond ETF46429B267ETF13,866$317.7K<0.1%+10,873+363.3%Added–
AERAerCap Holdings N.V.SHS2,313$317.3K<0.1%+882+61.6%AddedHistory
Capital Grp Fixed Incm ETF T14020Y300US MULTI-SECTOR11,615$316.3K<0.1%00.0%Unchanged–
GPCGenuine Parts CoStock2,988$316.0K<0.1%+1,947+187.0%AddedHistory
FLEXFlex Ltd.Stock4,827$316.0K<0.1%−78−1.6%ReducedHistory
BBYBest Buy Co IncStock4,910$315.2K<0.1%−6,370−56.5%ReducedHistory
FTAIFTAI Aviation Ltd.SHS1,284$314.6K<0.1%+82+6.8%AddedHistory
BNSBank of Nova ScotiaCOM4,538$314.6K<0.1%+1,790+65.1%AddedHistory
ARESAres Management CorpCL A COM STK2,871$313.3K<0.1%+791+38.0%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF2,868$312.6K<0.1%−567−16.5%Reduced–
ARAntero Resources CorpCOM7,332$311.2K<0.1%+1,423+24.1%AddedHistory
BUDAnheuser-Busch InBev SA/NVADR4,462$309.5K<0.1%+1,508+51.0%AddedHistory
Global X FDS37954Y368S&P EX US ETF8,342$307.7K<0.1%+200+2.5%Added–
NVONovo Nordisk A SADR8,364$307.4K<0.1%+2,912+53.4%AddedHistory
KEPKorea Electric Power CorpSPONSORED ADR21,535$306.9K<0.1%+5,528+34.5%AddedHistory
CSQCalamos Strategic Total Return FundCOM SH BEN INT17,835$305.3K<0.1%+24+0.1%AddedHistory
RACEFerrari N.V.COM902$305.3K<0.1%+161+21.7%AddedHistory
ALBAlbemarle CorpStock1,691$303.6K<0.1%+731+76.1%AddedHistory
SPDR Series Trust78464A672ST INTER ETF10,588$303.4K<0.1%+5,300+100.2%Added–
TEAMAtlassian CorpCL A4,440$303.0K<0.1%−3,249−42.3%ReducedHistory
FSSLFS Specialty Lending FundCOM SH BEN INT24,174$302.4K<0.1%+24,174NewHistory
ARMArm Holdings PLCADR1,995$301.8K<0.1%−1,856−48.2%ReducedHistory
LFUSLittelfuse IncCOM889$301.7K<0.1%+226+34.1%AddedHistory
JLLJones Lang Lasalle IncCOM990$301.3K<0.1%−65−6.2%ReducedHistory
SPDR Series Trust78468R721STATE STREET SPD6,636$300.9K<0.1%00.0%Unchanged–
FICOFair Isaac CorpCOM281$300.5K<0.1%+52+22.7%AddedHistory
ALGNAlign Technology IncCOM1,752$300.3K<0.1%−119−6.4%ReducedHistory
YUMYum Brands IncStock1,926$299.6K<0.1%+184+10.6%AddedHistory
TTWOTake Two Interactive Software IncCOM1,515$299.4K<0.1%+444+41.5%AddedHistory
CRSCarpenter Technology CorpCOM759$299.2K<0.1%+243+47.1%AddedHistory
SSRMSSR Mining Inc.Stock10,145$298.0K<0.1%+3,619+55.5%AddedHistory
iShares Tr46436E221ESG AWR MSCI USA9,336$297.2K<0.1%−847−8.3%Reduced–
CMCanadian Imperial Bank of CommerceCOM3,132$296.8K<0.1%+605+23.9%AddedHistory
TSTenaris SASPONSORED ADS5,100$296.7K<0.1%+1,142+28.9%AddedHistory
LWLamb Weston Holdings, Inc.Stock7,013$296.4K<0.1%+3,255+86.6%AddedHistory
PHGKoninklijke Philips NVNY REGIS SHS NEW10,742$294.3K<0.1%+2,983+38.4%AddedHistory
JJacobs Solutions Inc.COM2,311$294.2K<0.1%+125+5.7%AddedHistory
FRTFederal Realty Investment TrustSH BEN INT NEW2,756$292.7K<0.1%+436+18.8%AddedHistory
SSentinelOne, Inc.CL A22,660$291.9K<0.1%+18,122+399.3%AddedHistory
LITELumentum Holdings Inc.COM415$291.6K<0.1%+303+270.5%AddedHistory
Vanguard Consumer Staples ETF92204A207ETF1,298$291.6K<0.1%+225+21.0%Added–
FRFirst Industrial Realty Trust IncCOM4,992$288.8K<0.1%+762+18.0%AddedHistory
EATBrinker International, IncStock2,021$288.5K<0.1%+217+12.0%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,101$287.6K<0.1%−441−12.5%Reduced–
JAZZJazz Pharmaceuticals plcSHS USD1,520$287.4K<0.1%+739+94.6%AddedHistory
LBRTLiberty Energy Inc.COM CL A9,956$286.7K<0.1%+203+2.1%AddedHistory
CTSHCognizant Technology Solutions CorpCL A4,670$286.5K<0.1%+1,772+61.1%AddedHistory
IRMIron Mountain IncCOM2,796$285.5K<0.1%+1,092+64.1%AddedHistory
RBLXRoblox CorpStock5,011$283.4K<0.1%−6,774−57.5%ReducedHistory
ULSUL Solutions Inc.CLASS A COM SHS3,306$283.3K<0.1%+1,182+55.6%AddedHistory
PFGPrincipal Financial Group IncCOM3,130$282.0K<0.1%+406+14.9%AddedHistory
TDYTeledyne Technologies IncCOM466$282.0K<0.1%−30−6.0%ReducedHistory
VODVodafone Group Public Ltd CoADR18,769$281.9K<0.1%+6,523+53.3%AddedHistory
DCIDonaldson Co IncStock3,315$281.3K<0.1%+1,208+57.3%AddedHistory
NMRNomura Holdings IncSPONSORED ADR35,603$280.9K<0.1%+9,282+35.3%AddedHistory
CTVACorteva, Inc.Stock3,351$280.5K<0.1%−20−0.6%ReducedHistory
ESLTElbit Systems LtdStock330$280.2K<0.1%+96+41.0%AddedHistory
Ssga Active ETF Tr78467V103ST STR REAL ETF7,747$280.0K<0.1%+4,607+146.7%Added–
ETF Ser Solutions26922A289DEFIANCE CONNECT4,107$280.0K<0.1%+4,107New–
AYIAcuity Inc. (DE)Stock996$279.1K<0.1%+53+5.6%AddedHistory
DTEDte Energy CoCOM1,902$278.0K<0.1%+806+73.5%AddedHistory
GSATGlobalstar, Inc.COM NEW4,184$277.9K<0.1%+4,152+12,975.0%AddedHistory
SEICSEI Investments CoCOM3,540$277.8K<0.1%+996+39.2%AddedHistory
J P Morgan Exchange Traded F46641Q886DIVERSFED RTRN2,420$277.1K<0.1%−70−2.8%Reduced–
iShares Tr464288281JPMORGAN USD EMG2,945$276.6K<0.1%−739−20.1%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF2,157$276.4K<0.1%+6+0.3%Added–
HSTHost Hotels & Resorts, Inc.COM14,382$275.6K<0.1%+2,672+22.8%AddedHistory
WTSWatts Water Technologies IncCL A948$275.2K<0.1%+325+52.2%AddedHistory
NNNNNN REIT, Inc.REIT6,544$275.0K<0.1%+658+11.2%AddedHistory
IEXIdex CorpCOM1,446$274.2K<0.1%+56+4.0%AddedHistory
LNGCheniere Energy, Inc.COM NEW966$273.9K<0.1%+237+32.5%AddedHistory
GAPGap IncCOM11,284$273.1K<0.1%+92+0.8%AddedHistory
Invesco Exch Traded FD Tr II46138G888SHORT TERM ETF2,579$272.2K<0.1%+2,579New–
NWGNatWest Group plcSPONS ADR18,245$271.9K<0.1%+4,792+35.6%AddedHistory
iShares Inc464286400MSCI BRAZIL ETF7,051$270.7K<0.1%+7,051New–
AKAMAkamai Technologies IncCOM2,356$270.6K<0.1%+70+3.1%AddedHistory
VICIVici Properties Inc.COM9,903$270.6K<0.1%+5,540+127.0%AddedHistory
ZTSZoetis Inc.Stock2,285$270.1K<0.1%+83+3.8%AddedHistory
AWKAmerican Water Works Company, Inc.Stock1,979$269.3K<0.1%+779+64.9%AddedHistory
BlackRock ETF Trust09290C855ISHA LA CORE ETF6,559$269.3K<0.1%+6,559New–
VanEck Morningstar Wide Moat ETF92189F643ETF2,782$269.0K<0.1%00.0%Unchanged–
RELXRELX PLCSPONSORED ADR8,095$268.4K<0.1%−288−3.4%ReducedHistory
PUKPrudential PLCADR9,439$268.4K<0.1%+3,033+47.3%AddedHistory
RBCRBC Bearings INCCOM493$267.8K<0.1%+183+59.0%AddedHistory
AAAUGoldman Sachs Physical Gold ETFUNIT5,793$267.6K<0.1%−2,294−28.4%ReducedHistory

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