EverSource Wealth Advisors, LLC
Follow13F filer, CIK 1710537, BIRMINGHAM, AL
EverSource Wealth Advisors, LLC reported $3,281,733,851 across 4,386 holdings for the quarter ended 2026-03-31, in a 13F-HR/A filed 2026-05-18. Its ten largest share positions make up 25.13% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001710537-26-000006
- Period
- 2026-03-31
- Reported value
- $3.28B
- Holdings
- 4,386
- Top 10 weight
- 25.13%
- New
- 277
- Sold out
- 163
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VUGadded | +172,873 | $75.5M |
| VEAadded | +910,882 | $58.4M |
| VTVadded | +287,191 | $56.3M |
| PRXGadded | +1,052,377 | $34.6M |
| PRXVadded | +986,740 | $30.7M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VBILreduced | -174,122 | -$13.2M |
| SPYGreduced | -115,804 | -$11.3M |
| BILreduced | -78,298 | -$7.18M |
| PFNreduced | -1,010,896 | -$6.97M |
| DUHPreduced | -162,694 | -$5.98M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 4,380 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
| Security | Type | Amount | Value | Change |
|---|---|---|---|---|
| SPDR S&P 500 ETF TR CLL OPT…SPDR S&P 500 ETF TR CLL OPT 12/27… Stock | call | 5,400 | $3.51M | +2,700 |
| APPLE INC PUT OPT 12/27 210…APPLE INC PUT OPT 12/27 210.0 PUT Stock | put | 9,400 | $2.39M | +4,700 |
| SPYSTATE STR SPDR S&P 500 ETF T SHS | put | 3,000 | $1.95M | 0 |
| SPDR S&P 500 ETF TR PUT OPT…SPDR S&P 500 ETF TR PUT OPT 03/27… Stock | put | 2,200 | $1.43M | new |
| AMAZON COM INC CLL OPT 12/2…AMAZON COM INC CLL OPT 12/27 230.… Stock | call | 600 | $173K | +300 |
| ALPHABET INC CLL OPT 12/27 …ALPHABET INC CLL OPT 12/27 300.0 … Stock | call | 600 | $125K | new |
Sold out in Q1 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CYBERARK SOFTWARE LTD/ISRAELCYBERARK SOFTWARE LTD/ISRAEL | 3,292 | $1.47M | shares |
| FLG-PUFLAGSTAR BANK NATIONAL ASSOC | 26,089 | $1.04M | shares |
| CCLCARNIVAL CORP | 29,347 | $896K | shares |
| EXASEXACT SCIENCES CORP | 5,158 | $524K | shares |
| CMACOMERICA INC | 4,831 | $420K | shares |
| SNVSYNOVUS FINANCIAL CORP | 7,789 | $390K | shares |
| CFLTCONFLUENT INC-CLASS A | 11,451 | $346K | shares |
| DAYDAYFORCE INC | 3,266 | $226K | shares |
| LGOLARGO INC | 126,561 | $119K | shares |
| CADECADENCE BANK | 2,505 | $107K | shares |
| ABRDN GLOBAL PREMIER PPTYS FABRDN GLOBAL PREMIER PPTYS F | 25,000 | $96K | shares |
| AGOXSTARBOARD INVT TR | 3,176 | $90.7K | shares |
| FYBRFRONTIER COMMUNICATIONS PARE | 2,359 | $89.8K | shares |
| XFLTXAI OCTAGON FLOATING RATE & AL | 17,000 | $81.6K | shares |
| TELFYTELEFONICA SA-SPON ADR | 19,848 | $80.4K | shares |
| HOUSANYWHERE REAL ESTATE INC | 5,210 | $73.8K | shares |
| REVGREV GROUP INC | 1,152 | $70.1K | shares |
| CIDARA THERAPEUTICS INC COM…CIDARA THERAPEUTICS INC COM NEW | 314 | $69.4K | shares |
| SIGNING DAY SPORTS INC COMM…SIGNING DAY SPORTS INC COMMON STO… | 67,300 | $63.6K | shares |
| CIVICIVITAS RESOURCES INC | 2,203 | $59.7K | shares |
| XMVTXBLACKROCK MUNIVEST FUND II | 4,250 | $45.9K | shares |
| TGNATEGNA INC | 2,293 | $44.5K | shares |
| THSTREEHOUSE FOODS INC | 1,831 | $43.2K | shares |
| NGDNEW GOLD INC | 4,666 | $40.6K | shares |
| BLACKROCK MUNI INC TR IIBLACKROCK MUNI INC TR II | 3,354 | $35K | shares |
| PDD 270617C00120000 PD…PDD 270617C00120000 PDD HOLD… | 500 | $31.9K | call |
| RPVINVESCO EXCHANGE TRADED FD T | 300 | $31K | shares |
| HIHILLENBRAND INC | 916 | $29.1K | shares |
| PCHPOTLATCHDELTIC CORP | 708 | $28.2K | shares |
| NUVNUVEEN MUN VALUE FD INC | 3,100 | $28.1K | shares |
| ALEXALEXANDER & BALDWIN INC | 1,337 | $27.6K | shares |
| ZEUSOLYMPIC STEEL INC | 641 | $27.4K | shares |
| SAPIENS INTL CORP N V SHSSAPIENS INTL CORP N V SHS | 623 | $27.1K | shares |
| PIPRPIPER SANDLER COS | 74 | $25.1K | shares |
| MOFGMIDWESTONE FINANCIAL GROUP I | 645 | $24.8K | shares |
| DIS 260220C00120000 …DIS 260220C00120000 DISNEY… | 100 | $23.1K | call |
| ZROZPIMCO ETF TR | 350 | $22.5K | shares |
| NUWNUVEEN AMT-FREE MUN VALUE FD | 1,500 | $21.5K | shares |
| BBUCBROOKFIELD BUSINESS HOLDINGS | 548 | $19.7K | shares |
| AGLAGILON HEALTH INC COM (DE) | 27,610 | $19K | shares |
| JAMFJAMF HOLDING CORP | 1,301 | $16.9K | shares |
| RAAAADVISOR MANAGED PORTFOLIOS | 637 | $15.9K | shares |
| GUESS? INCGUESS? INC | 874 | $14.6K | shares |
| NVDGRANITESHARES ETF TR | 2,025 | $14.5K | shares |
| FRGEFORGE GLOBAL HOLDINGS INC | 320 | $14.3K | shares |
| SQQQPROSHARES TR | 200 | $13.7K | shares |
| ZEEKR INTELLIGENT TECHNOLOGYZEEKR INTELLIGENT TECHNOLOGY | 522 | $13.6K | shares |
| EBEVENTBRITE INC-CLASS A | 2,709 | $12.1K | shares |
| ERXDIREXION SHARES ETF TRUST | 200 | $11.2K | shares |
| PVALPUTNAM ETF TRUST | 228 | $10.4K | shares |
| DDFNINNOVATOR ETFS TRUST | 500 | $9.59K | shares |
| RNAMAVIDITY BIOSCIENCES INC | 121 | $8.73K | shares |
| CIOCITY OFFICE REIT INC | 1,248 | $8.72K | shares |
| MKZRMACKENZIE RLTY CAP INC | 2,144 | $8.72K | shares |
| HIMUBLACKROCK ETF TRUST II | 169 | $8.23K | shares |
| FNDXSCHWAB STRATEGIC TR | 300 | $8.16K | shares |
| IBTGISHARES TR | 341 | $7.8K | shares |
| MBCNMIDDLEFIELD BANC CORP | 194 | $6.7K | shares |
| SARKINVESTMENT MANAGERS SER TR I | 209 | $6.32K | shares |
| SDSPROSHARES TR | 92 | $6.3K | shares |
| AVADEL PHARMACEUTICALSAVADEL PHARMACEUTICALS | 259 | $5.58K | shares |
| CUREVAC N VCUREVAC N V | 1,095 | $4.95K | shares |
| CLBTCELLEBRITE DI LTD | 267 | $4.81K | shares |
| MERUS N VMERUS N V | 53 | $4.77K | shares |
| RNWRENEW ENERGY GLOBAL PLC | 758 | $4.28K | shares |
| WZRDETF OPPORTUNITIES TRUST | 190 | $4.19K | shares |
| FDTFIRST TR EXCH TRD ALPHDX FD | 49 | $3.89K | shares |
| DENNDENNY'S CORP | 558 | $3.47K | shares |
| MIND MEDICINE MINDMED INCMIND MEDICINE MINDMED INC | 254 | $3.4K | shares |
| YATSEN HLDG LTD SPONSORED A…YATSEN HLDG LTD SPONSORED ADS | 850 | $3.31K | shares |
| AFYAAFYA LTD | 190 | $2.93K | shares |
| HKDAMTD DIGITAL INC | 2,249 | $2.86K | shares |
| IBICISHARES TR | 109 | $2.79K | shares |
| VIOTVIOMI TECHNOLOGY CO LTD | 1,430 | $2.63K | shares |
| PTRNPATTERN GROUP INC | 214 | $2.47K | shares |
| AFCGADVANCED FLOWER CAP INC | 840 | $2.39K | shares |
| ADVADVANTAGE SOLUTIONS INC | 2,632 | $2.32K | shares |
| PLYMPLYMOUTH INDUSTRIAL REIT INC | 88 | $1.93K | shares |
| SOHO HOUSE & CO INCSOHO HOUSE & CO INC | 182 | $1.63K | shares |
| ITBISHARES TR | 14 | $1.35K | shares |
| FUBOFUBOTV INC | 525 | $1.32K | shares |
| FSFGFIRST SVGS FINL GROUP INC | 40 | $1.27K | shares |
| TIDAL TRUST ITIDAL TRUST I | 76 | $1.24K | shares |
| TRUETRUECAR INC | 538 | $1.22K | shares |
| CANGCANGO INC | 765 | $1.15K | shares |
| LYRALYRA THERAPEUTICS INC COM NEW | 338 | $1.04K | shares |
| PGHYINVESCO EXCH TRADED FD TR II | 50 | $995 | shares |
| ACRVACRIVON THERAPEUTICS INC | 373 | $899 | shares |
| BANKFINANCIAL CORPBANKFINANCIAL CORP | 71 | $852 | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 55 | $846 | shares |
| FETHFIDELITY ETHEREUM FD | 28 | $835 | shares |
| GLLPROSHARES TR II | 27 | $706 | shares |
| RAPTRAPT THERAPEUTICS INC | 20 | $678 | shares |
| GNLXGENELUX CORPORATION | 150 | $654 | shares |
| EWJISHARES INC | 8 | $646 | shares |
| SRADSPORTRADAR GROUP AG | 26 | $618 | shares |
| SSTKSHUTTERSTOCK INC | 27 | $516 | shares |
| TELOTELOMIR PHARMACEUTICALS INC | 379 | $504 | shares |
| NVXNOVONIX LIMITED | 469 | $474 | shares |
| SYNCHRONOSS TECHNOLOGIES INCSYNCHRONOSS TECHNOLOGIES INC | 51 | $437 | shares |
| ALARALARUM TECHNOLOGIES LTD | 50 | $429 | shares |
| TUYATUYA INC | 202 | $426 | shares |
| ICGINTCHAINS GROUP LTD | 226 | $405 | shares |
| IHIHUMAN INC | 191 | $401 | shares |
| REIRING ENERGY INC | 444 | $386 | shares |
| VTYXVENTYX BIOSCIENCES INC | 40 | $361 | shares |
| GLINVANECK ETF TRUST | 7 | $338 | shares |
| FORTYFORMULA SYSTEMS 1985 LTD | 2 | $335 | shares |
| GOTUGAOTU TECHEDU INC | 140 | $325 | shares |
| AUTLAUTOLUS THERAPEUTICS LTD | 163 | $324 | shares |
| Mersana Therapeutics IncMersana Therapeutics Inc | 11 | $318 | shares |
| EPPISHARES INC | 6 | $303 | shares |
| DDLDINGDONG CAYMAN LTD | 121 | $301 | shares |
| COOKTRAEGER INC COM | 247 | $267 | shares |
| GPROGOPRO INC | 163 | $230 | shares |
| AMBOW ED HLDG LTD SPONSORED…AMBOW ED HLDG LTD SPONSORED ADS | 70 | $193 | shares |
| ASPEN INSURANCE HOLDINGS-AASPEN INSURANCE HOLDINGS-A | 5 | $186 | shares |
| YIBOPLANET IMAGE INTL LTD | 177 | $168 | shares |
| SUPVGRUPO SUPERVIELLE S.A. | 14 | $165 | shares |
| OESXORION ENERGY SYS INC | 10 | $154 | shares |
| BARKBARK INC | 239 | $144 | shares |
| BWAYBRAINSWAY LTD | 7 | $133 | shares |
| ZSPCZSPACE INC | 263 | $123 | shares |
| DXFEASON TECHNOLOGY LIMITED | 80 | $122 | shares |
| KUKE MUSIC HLDG LTD SPONSOR…KUKE MUSIC HLDG LTD SPONSORED ADS | 5,831 | $117 | shares |
| STEXSTREAMEX CORP | 36 | $109 | shares |
| EWCISHARES INC | 2 | $108 | shares |
| MOLNMOLECULAR PARTNERS AG | 24 | $105 | shares |
| XOS INCXOS INC | 190 | $78 | shares |
| GCT SEMICONDUCTOR HLDG INC …GCT SEMICONDUCTOR HLDG INC COMMON… | 65 | $78 | shares |
| CHGGCHEGG INC | 82 | $76 | shares |
| CIG-CCIA ENERGETICA DE MINAS GERA | 29 | $75 | shares |
| TRIVAGO N V SPON ADS A SHS NTRIVAGO N V SPON ADS A SHS N | 26 | $75 | shares |
| IMMPIMMUTEP LTD | 26 | $74 | shares |
| CARLCARLSMED INC | 5 | $62 | shares |
| AIRTAIR T INC | 3 | $56 | shares |
| EVOEVOTEC AG | 17 | $52 | shares |
| FLNFIRST TR EXCH TRD ALPHDX FD | 2 | $45 | shares |
| BCYCBICYCLE THERAPEUTICS PLC | 6 | $42 | shares |
| GOLDEN MATRIX GROUP INCGOLDEN MATRIX GROUP INC | 51 | $41 | shares |
| RDHLREDHILL BIOPHARMA LTD | 38 | $39 | shares |
| PESIPERMA-FIX ENVIRONMENTAL SVCS | 3 | $38 | shares |
| UXINUXIN LTD | 11 | $37 | shares |
| PURPLE BIOTECH LTD SPONSORE…PURPLE BIOTECH LTD SPONSORED ADR | 56 | $37 | shares |
| DIBS1STDIBS COM INC | 6 | $36 | shares |
| MYNDMYND AI INC | 70 | $31 | shares |
| WIDEOPENWEST INCWIDEOPENWEST INC | 6 | $31 | shares |
| URGENTLY INC COM NEWURGENTLY INC COM NEW | 10 | $29 | shares |
| DDIDOUBLEDOWN INTERACTIVE CO LT | 3 | $26 | shares |
| CHEETAH MOBILE INC SPONSORE…CHEETAH MOBILE INC SPONSORED ADS | 4 | $24 | shares |
| ATNMACTINIUM PHARMACEUTICALS INC | 16 | $22 | shares |
| CDLRCADELER A S | 1 | $19 | shares |
| SQFTPRESIDIO PPTY TR INC | 5 | $17 | shares |
| MOGU INC SPON ADSMOGU INC SPON ADS | 7 | $15 | shares |
| BBDOBANCO BRADESCO S A | 5 | $14 | shares |
| CAN FITE BIOFARMA LTDCAN FITE BIOFARMA LTD | 68 | $14 | shares |
| CRESYCRESUD S A C I F Y A | 1 | $13 | shares |
| CANCANAAN INC | 17 | $12 | shares |
| JFINJIAYIN GROUP INC | 1 | $6 | shares |
| GALTGALECTIN THERAPEUTICS INC | 1 | $4 | shares |
| UHGUNITED HOMES GROUP INC | 2 | $3 | shares |
| ZOMDFZOMEDICA CORP COM (CANADA) | 10 | $1 | shares |
| USDPUSD PARTNERS LP COM UIT REPSTG | 39 | $0 | shares |
How Q1 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001710537-26-000005 | superseded | 2026-05-14 | acceptance time not in the bulk data set | ||
| 13F-HR/A 0001710537-26-000006 | base | restatement | 2026-05-18 | acceptance time not in the bulk data set |