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.
- Positions
- 1,783
- No filing for Q3 2021
- Portfolio value
- $357.1M
- No filing for Q3 2021
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EVHEvolent Health, Inc. | CL A | 421 | $12.0K | <0.1% | – | – | History |
| SCLStepan Co | COM | 97 | $12.0K | <0.1% | – | – | History |
| WGOWinnebago Industries Inc | COM | 158 | $12.0K | <0.1% | – | – | History |
| ANETArista Networks, Inc. | COM | 84 | $12.0K | <0.1% | – | – | History |
| FOEFerro Corp | COM | 556 | $12.0K | <0.1% | – | – | History |
| Invesco DB Multi-Sector Comm46140H601 | GOLD FD | 227 | $12.0K | <0.1% | – | – | – |
| Sprott ETF Trust85210B201 | JR GOLD MINERS E | 300 | $12.0K | <0.1% | – | – | – |
| WBAWalgreens Boots Alliance, Inc. | COM | 231 | $12.0K | <0.1% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 319 | $13.0K | <0.1% | – | – | History |
| SMPStandard Motor Products, Inc. | Stock | 247 | $13.0K | <0.1% | – | – | History |
| OIIOceaneering International Inc | Stock | 1,189 | $13.0K | <0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 241 | $13.0K | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 68 | $13.0K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 70 | $13.0K | <0.1% | – | – | History |
| PODDInsulet Corp | Stock | 49 | $13.0K | <0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 167 | $13.0K | <0.1% | – | – | History |
| UNFIUnited Natural Foods Inc | COM | 261 | $13.0K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 434 | $13.0K | <0.1% | – | – | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 490 | $13.0K | <0.1% | – | – | History |
| LSTRLandstar System Inc | COM | 74 | $13.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 844 | $13.0K | <0.1% | – | – | History |
| SBHSally Beauty Holdings, Inc. | COM | 742 | $13.0K | <0.1% | – | – | History |
| MOSMosaic Co | COM | 323 | $13.0K | <0.1% | – | – | History |
| SBACSba Communications Corp | CL A | 33 | $13.0K | <0.1% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 1,350 | $13.0K | <0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 133 | $13.0K | <0.1% | – | – | History |
| OXMOxford Industries Inc | COM | 128 | $13.0K | <0.1% | – | – | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 151 | $13.0K | <0.1% | – | – | History |
| ECPGEncore Capital Group Inc | COM | 209 | $13.0K | <0.1% | – | – | History |
| ORNOrion Group Holdings Inc | COM | 3,550 | $13.0K | <0.1% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 600 | $13.0K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 20 | $13.0K | <0.1% | – | – | History |
| GPREGreen Plains Inc. | COM | 386 | $13.0K | <0.1% | – | – | History |
| HZOMarinemax Inc | COM | 224 | $13.0K | <0.1% | – | – | History |
| MATWMatthews International Corp | CL A | 344 | $13.0K | <0.1% | – | – | History |
| OFGOfg Bancorp | COM | 480 | $13.0K | <0.1% | – | – | History |
| SPNTSiriusPoint Ltd | COM | 1,625 | $13.0K | <0.1% | – | – | History |
| WNCWabash National Corp | COM | 658 | $13.0K | <0.1% | – | – | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 227 | $13.0K | <0.1% | – | – | History |
| EVRIEveri Holdings Inc. | COM | 613 | $13.0K | <0.1% | – | – | History |
| KRAKraton Corp | COM | 272 | $13.0K | <0.1% | – | – | History |
| LPSNLiveperson Inc | COM | 360 | $13.0K | <0.1% | – | – | History |
| MTORMeritor, Inc. | COM | 550 | $13.0K | <0.1% | – | – | History |
| ONTFON24 Inc. | COM | 712 | $13.0K | <0.1% | – | – | History |
| SUMSummit Materials, Inc. | CL A | 319 | $13.0K | <0.1% | – | – | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 2,652 | $13.0K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 77 | $14.0K | <0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 1,086 | $14.0K | <0.1% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 34 | $14.0K | <0.1% | – | – | History |
| UBSUBS Group AG | Stock | 780 | $14.0K | <0.1% | – | – | History |
| EATBrinker International, Inc | Stock | 380 | $14.0K | <0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 55 | $14.0K | <0.1% | – | – | History |
| CPKChesapeake Utilities Corp | COM | 101 | $14.0K | <0.1% | – | – | History |
| PEGAPegasystems Inc | COM | 122 | $14.0K | <0.1% | – | – | History |
| PLUSEplus Inc | COM | 270 | $14.0K | <0.1% | – | – | History |
| GVAGranite Construction Inc | COM | 378 | $14.0K | <0.1% | – | – | History |
| DHIHorton D R Inc | COM | 126 | $14.0K | <0.1% | – | – | History |
| ATRCAtriCure, Inc. | COM | 202 | $14.0K | <0.1% | – | – | History |
| ITGRInteger Holdings Corp | COM | 162 | $14.0K | <0.1% | – | – | History |
| ABMAbm Industries Inc | COM | 343 | $14.0K | <0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 445 | $14.0K | <0.1% | – | – | – |
| Timothy Plan887432334 | INTL ETF | 481 | $14.0K | <0.1% | – | – | – |
| CELHCelsius Holdings, Inc. | COM NEW | 194 | $14.0K | <0.1% | – | – | History |
| AWRAmerican States Water Co | COM | 142 | $14.0K | <0.1% | – | – | History |
| RSReliance, Inc. | COM | 90 | $14.0K | <0.1% | – | – | History |
| HFCHollyFrontier Corp | COM | 430 | $14.0K | <0.1% | – | – | History |
| IBTXIndependent Bank Group, Inc. | COM | 198 | $14.0K | <0.1% | – | – | History |
| PAEPAE Inc | COM CL A | 1,410 | $14.0K | <0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 80 | $14.0K | <0.1% | – | – | History |
| VBTXVeritex Holdings, Inc. | COM | 364 | $14.0K | <0.1% | – | – | History |
| COOKTraeger, Inc. | COMMON STOCK | 1,126 | $14.0K | <0.1% | – | – | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 50 | $15.0K | <0.1% | – | – | – |
| RIVNRivian Automotive, Inc. | Stock | 145 | $15.0K | <0.1% | – | – | History |
| BIDUBaidu, Inc. | ADR | 103 | $15.0K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 80 | $15.0K | <0.1% | – | – | History |
| LTCLTC Properties Inc | REIT | 436 | $15.0K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 86 | $15.0K | <0.1% | – | – | History |
| PENNPENN Entertainment, Inc. | COM | 294 | $15.0K | <0.1% | – | – | History |
| WWDWoodward, Inc. | COM | 137 | $15.0K | <0.1% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 40 | $15.0K | <0.1% | – | – | History |
| ACAArcosa, Inc. | COM | 285 | $15.0K | <0.1% | – | – | History |
| RMBSRambus Inc | COM | 524 | $15.0K | <0.1% | – | – | History |
| PFSProvident Financial Services Inc | COM | 649 | $15.0K | <0.1% | – | – | History |
| FBNCFirst Bancorp | COM | 327 | $15.0K | <0.1% | – | – | History |
| GFFGriffon Corp | COM | 510 | $15.0K | <0.1% | – | – | History |
| OMCLOmnicell, Inc. | COM | 81 | $15.0K | <0.1% | – | – | History |
| ADCAgree Realty Corp | COM | 204 | $15.0K | <0.1% | – | – | History |
| CGNXCognex Corp | COM | 195 | $15.0K | <0.1% | – | – | History |
| MHOM/I Homes, Inc. | COM | 245 | $15.0K | <0.1% | – | – | History |
| APOGApogee Enterprises, Inc. | COM | 322 | $15.0K | <0.1% | – | – | History |
| FLGTFulgent Genetics, Inc. | COM | 152 | $15.0K | <0.1% | – | – | History |
| IOSPInnospec Inc. | COM | 166 | $15.0K | <0.1% | – | – | History |
| FETForum Energy Technologies, Inc. | Common | 908 | $15.0K | <0.1% | – | – | History |
| PDCEPDC Energy, Inc. | COM | 313 | $15.0K | <0.1% | – | – | History |
| COHRCoherent Corp. | COM | 208 | $15.0K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 29 | $16.0K | <0.1% | – | – | History |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 417 | $16.0K | <0.1% | – | – | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 459 | $16.0K | <0.1% | – | – | History |
| AKRAcadia Realty Trust | COM SH BEN INT | 688 | $16.0K | <0.1% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 318 | $16.0K | <0.1% | – | – | History |