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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 17, 2022. Long positions only.

Institution overview
Positions
1,783
No filing for Q3 2021
Portfolio value
$357.1M
No filing for Q3 2021
Filed
Feb 17, 2022
AmendedSEC

EverSource Wealth Advisors, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of EverSource Wealth Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF2$00.0%–––
LCIDLucid Group, Inc.COM9$00.0%––History
EXRExtra Space Storage Inc.COM2$00.0%––History
SLVMSylvamo CorpCOMMON STOCK9$00.0%––History
LEN.BLennar CorpCL B1$00.0%––History
RIOTRiot Platforms, Inc.COM7$00.0%––History
USOUnited States Oil Fund, LPUNITS4$00.0%––History
MANUManchester United plcORD CL A10$00.0%––History
FLNAFilana Therapeutics, Inc.COM5$00.0%––History
LELands' End, Inc.COM3$00.0%––History
MATVMativ Holdings, Inc.COM8$00.0%––History
VYXNCR Voyix CorpCOM12$00.0%––History
AUVIApplied UV, Inc.COM100$00.0%––History
EXASExact Sciences CorpCOM5$00.0%––History
IZEAIZEA Worldwide, Inc.COM7$00.0%––History
NGLNGL Energy Partners LPCOM UNIT REPST250$00.0%––History
SWNSouthwestern Energy CoCOM1$00.0%––History
PSFEPaysafe LtdORD40$00.0%––History
TPSTTempest Therapeutics, Inc.COM4$00.0%––History
LYLTQLoyalty Ventures Inc.COMMON STOCK6$00.0%––History
ULTAUlta Beauty, Inc.Stock3$1.00K<0.1%––History
GENGen Digital Inc.Stock39$1.00K<0.1%––History
TAKTakeda Pharmaceutical Co LtdADR94$1.00K<0.1%––History
Schwab U.S. Large-Cap ETF808524201ETF9$1.00K<0.1%–––
Vanguard Consumer Staples ETF92204A207ETF4$1.00K<0.1%–––
ARK Blockchain & Fintech Innovation ETF00214Q708ETF28$1.00K<0.1%–––
VNTVontier CorpStock48$1.00K<0.1%––History
FSLRFirst Solar, Inc.Stock10$1.00K<0.1%––History
GXOGXO Logistics, Inc.Stock14$1.00K<0.1%––History
KDKyndryl Holdings, Inc.Stock64$1.00K<0.1%––History
AESAES CorpStock45$1.00K<0.1%––History
iShares MSCI USA Momentum Factor ETF46432F396ETF4$1.00K<0.1%–––
AVNSAvanos Medical, Inc.Stock21$1.00K<0.1%––History
FFIVF5, Inc.Stock6$1.00K<0.1%––History
KSSKOHLS CorpStock27$1.00K<0.1%––History
NBISNebius Group N.V.Stock14$1.00K<0.1%––History
UAAUnder Armour, Inc.Stock51$1.00K<0.1%––History
TDCTeradata CorpStock12$1.00K<0.1%––History
Defiance Quantum ETF26922A420ETF13$1.00K<0.1%–––
ARK ETF Tr00214Q807SPACE & DEFENSE50$1.00K<0.1%–––
PRKSUnited Parks & Resorts Inc.COM23$1.00K<0.1%––History
NWSANews CorpCL A50$1.00K<0.1%––History
ALNYAlnylam Pharmaceuticals, Inc.COM7$1.00K<0.1%––History
UFCSUnited Fire Group IncCOM54$1.00K<0.1%––History
TYLTyler Technologies IncCOM2$1.00K<0.1%––History
ADPTAdaptive Biotechnologies CorpCOM38$1.00K<0.1%––History
MHKMohawk Industries IncCOM5$1.00K<0.1%––History
WBSWebster Financial CorpCOM25$1.00K<0.1%––History
DOVDOVER CorpCOM8$1.00K<0.1%––History
HOGHarley-Davidson, Inc.COM14$1.00K<0.1%––History
JOYYJOYY Inc.ADS REPSTG COM A27$1.00K<0.1%––History
iShares Tr46434V274INTL EQTY FACTOR36$1.00K<0.1%–––
BJRIBJs RESTAURANTS INCCOM30$1.00K<0.1%––History
ESSEssex Property Trust, Inc.COM4$1.00K<0.1%––History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS174$1.00K<0.1%––History
BFHBread Financial Holdings, Inc.COM17$1.00K<0.1%––History
SHCSotera Health CoCOM63$1.00K<0.1%––History
CAKECheesecake Factory IncCOM35$1.00K<0.1%––History
Global X FDS37954Y624AUTONMOUS EV ETF32$1.00K<0.1%–––
GHGuardant Health, Inc.COM12$1.00K<0.1%––History
HSICHenry Schein IncCOM12$1.00K<0.1%––History
BXPBXP, Inc.COM9$1.00K<0.1%––History
PENPenumbra IncCOM5$1.00K<0.1%––History
TBBKBancorp, Inc.COM51$1.00K<0.1%––History
RIGTransocean Ltd.REGISTERED SHS240$1.00K<0.1%––History
IFFInternational Flavors & Fragrances IncCOM8$1.00K<0.1%––History
iShares Tr464288562RESIDENTIAL MULT6$1.00K<0.1%–––
IARTIntegra Lifesciences Holdings CorpCOM NEW17$1.00K<0.1%––History
CVNACarvana Co.CL A3$1.00K<0.1%––History
Direxion Shares ETF Trust25460G609DAI ENE BUL ETF25$1.00K<0.1%–––
CACCCredit Acceptance CorpCOM2$1.00K<0.1%––History
NXHNeighborhood Intelligence, Inc.COM18$1.00K<0.1%––History
ASRSoutheast Airport GroupSPON ADR SER B7$1.00K<0.1%––History
ALDXAldeyra Therapeutics, Inc.COM213$1.00K<0.1%––History
ATNIATN International, Inc.COM27$1.00K<0.1%––History
CATOCato CorpCL A73$1.00K<0.1%––History
BOOMDMC Global Inc.COM30$1.00K<0.1%––History
KEPKorea Electric Power CorpSPONSORED ADR153$1.00K<0.1%––History
MTRXMatrix Service CoCOM150$1.00K<0.1%––History
NWSNews CorpCL B44$1.00K<0.1%––History
PCRXPacira BioSciences, Inc.COM21$1.00K<0.1%––History
SPDR Index Shs FDS78463X863ST DOW INTL ETF40$1.00K<0.1%–––
TGTredegar CorpCOM126$1.00K<0.1%––History
UAUnder Armour, Inc.CL C53$1.00K<0.1%––History
UFIUnifi IncCOM NEW57$1.00K<0.1%––History
UWMCUWM Holdings CorpCOM CL A169$1.00K<0.1%––History
EGYVaalco Energy IncCOM NEW295$1.00K<0.1%––History
WWRWestwater Resources, Inc.COM NEW500$1.00K<0.1%––History
AMCAMC Entertainment Holdings, Inc.CL A COM55$1.00K<0.1%––History
AEVAAeva Technologies, Inc.COM100$1.00K<0.1%––History
ACCAmerican Campus Communities IncCOM12$1.00K<0.1%––History
ASNDAscendis Pharma A/SSPONSORED ADR10$1.00K<0.1%––History
AVTAAvantax, Inc.COM82$1.00K<0.1%––History
TVRDTvardi Therapeutics, Inc.COM88$1.00K<0.1%––History
CHUYChuy's Holdings, Inc.COM44$1.00K<0.1%––History
CTXSCitrix Systems IncCOM11$1.00K<0.1%––History
DMDesktop Metal, Inc.COM CL A180$1.00K<0.1%––History
Discovery Inc25470F302COM SER C82$1.00K<0.1%–––
Direxion Shs ETF Tr25490K273DLY RUSSIA BL 2X19$1.00K<0.1%–––
Direxion Shs ETF Tr25490K596DALY HOM B&S BUL9$1.00K<0.1%–––