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 |
|---|---|---|---|---|---|---|---|
| PSAPublic Storage | COM | 68 | $26.0K | <0.1% | – | – | History |
| RACEFerrari N.V. | COM | 98 | $26.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V407 | INVESCO MSCI | 390 | $26.0K | <0.1% | – | – | – |
| EBAYeBay Inc | COM | 400 | $26.0K | <0.1% | – | – | History |
| PBHPrestige Consumer Healthcare Inc. | COM | 435 | $26.0K | <0.1% | – | – | History |
| AEEAmeren Corp | COM | 291 | $26.0K | <0.1% | – | – | History |
| Cyberark Software LtdM2682V108 | SHS | 149 | $26.0K | <0.1% | – | – | – |
| VLOValero Energy Corp | Stock | 360 | $27.0K | <0.1% | – | – | History |
| TDToronto Dominion Bank | Stock | 353 | $27.0K | <0.1% | – | – | History |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 1,678 | $27.0K | <0.1% | – | – | History |
| BIIBBiogen Inc. | COM | 111 | $27.0K | <0.1% | – | – | History |
| EQHEquitable Holdings, Inc. | COM | 833 | $27.0K | <0.1% | – | – | History |
| GPIGroup 1 Automotive Inc | COM | 136 | $27.0K | <0.1% | – | – | History |
| SMBKSmartfinancial Inc. | COM NEW | 1,000 | $27.0K | <0.1% | – | – | History |
| AELAmerican National Group Inc. | COM | 690 | $27.0K | <0.1% | – | – | History |
| CRHCRH Public Ltd Co | ADR | 514 | $27.0K | <0.1% | – | – | History |
| DCBODocebo Inc. | COM | 396 | $27.0K | <0.1% | – | – | History |
| LXPLXP Industrial Trust | COM | 1,725 | $27.0K | <0.1% | – | – | History |
| TTETotalEnergies SE | SPONSORED ADS | 536 | $27.0K | <0.1% | – | – | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 1,268 | $27.0K | <0.1% | – | – | – |
| FERGFerguson Enterprises Inc. | SHS | 148 | $27.0K | <0.1% | – | – | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 531 | $28.0K | <0.1% | – | – | – |
| CARRCarrier Global Corp | Stock | 511 | $28.0K | <0.1% | – | – | History |
| ACHAccendra Health Inc | Stock | 636 | $28.0K | <0.1% | – | – | History |
| TGTTarget Corp | Stock | 120 | $28.0K | <0.1% | – | – | History |
| ROPRoper Technologies Inc | Stock | 56 | $28.0K | <0.1% | – | – | History |
| IDXXIDEXX Laboratories Inc | COM | 42 | $28.0K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X202 | ST STR EU 50 ETF | 594 | $28.0K | <0.1% | – | – | – |
| ADSKAutodesk, Inc. | COM | 101 | $28.0K | <0.1% | – | – | History |
| ITTItt Inc. | COM | 270 | $28.0K | <0.1% | – | – | History |
| EGPEastgroup Properties Inc | COM | 125 | $28.0K | <0.1% | – | – | History |
| EWEdwards Lifesciences Corp | Stock | 224 | $29.0K | <0.1% | – | – | History |
| CHDChurch & Dwight Co Inc | COM | 287 | $29.0K | <0.1% | – | – | History |
| AGOAssured Guaranty Ltd | COM | 579 | $29.0K | <0.1% | – | – | History |
| WCNWaste Connections, Inc. | COM | 216 | $29.0K | <0.1% | – | – | History |
| VCVisteon Corp | COM NEW | 259 | $29.0K | <0.1% | – | – | History |
| NPKINPK International Inc. | COM SHS | 10,000 | $29.0K | <0.1% | – | – | History |
| ABCBAmeris Bancorp | COM | 574 | $29.0K | <0.1% | – | – | History |
| SMPLSimply Good Foods Co | COM | 707 | $29.0K | <0.1% | – | – | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 828 | $29.0K | <0.1% | – | – | – |
| WITWipro Ltd | SPON ADR 1 SH | 2,980 | $29.0K | <0.1% | – | – | History |
| WIREEncore Wire Corp | COM | 200 | $29.0K | <0.1% | – | – | History |
| LSEALandsea Homes Corp | COM | 4,037 | $29.0K | <0.1% | – | – | History |
| YUMYum Brands Inc | Stock | 220 | $30.0K | <0.1% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 191 | $30.0K | <0.1% | – | – | History |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 332 | $30.0K | <0.1% | – | – | – |
| GGenpact LTD | SHS | 553 | $30.0K | <0.1% | – | – | History |
| HUBGHub Group, Inc. | CL A | 362 | $30.0K | <0.1% | – | – | History |
| BKUBankUnited, Inc. | COM | 710 | $30.0K | <0.1% | – | – | History |
| SANMSanmina Corp | COM | 708 | $30.0K | <0.1% | – | – | History |
| RNSTRenasant Corp | COM | 779 | $30.0K | <0.1% | – | – | History |
| JBTMJBT Marel Corp | COM | 194 | $30.0K | <0.1% | – | – | History |
| iShares Tr46435G409 | MSCI INTL VLU FT | 1,204 | $30.0K | <0.1% | – | – | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 681 | $30.0K | <0.1% | – | – | – |
| PRUPrudential Financial Inc | Stock | 288 | $31.0K | <0.1% | – | – | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 148 | $31.0K | <0.1% | – | – | History |
| SYKStryker Corp | Stock | 116 | $31.0K | <0.1% | – | – | History |
| AAgilent Technologies, Inc. | COM | 192 | $31.0K | <0.1% | – | – | History |
| APHAmphenol Corp | CL A | 361 | $31.0K | <0.1% | – | – | History |
| ESTCElastic N.V. | ORD SHS | 250 | $31.0K | <0.1% | – | – | History |
| IEXIdex Corp | COM | 133 | $31.0K | <0.1% | – | – | History |
| HWCHancock Whitney Corp | COM | 619 | $31.0K | <0.1% | – | – | History |
| NSITInsight Enterprises Inc | COM | 288 | $31.0K | <0.1% | – | – | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 921 | $31.0K | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 2,154 | $32.0K | <0.1% | – | – | History |
| SAPSAP SE | ADR | 228 | $32.0K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 183 | $32.0K | <0.1% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 278 | $32.0K | <0.1% | – | – | – |
| SGENSeagen Inc. | COM | 206 | $32.0K | <0.1% | – | – | History |
| SUSuncor Energy Inc | Stock | 1,330 | $33.0K | <0.1% | – | – | History |
| GNRCGenerac Holdings Inc. | Stock | 93 | $33.0K | <0.1% | – | – | History |
| EIXEdison International | Stock | 479 | $33.0K | <0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 480 | $33.0K | <0.1% | – | – | History |
| Vanguard Financials ETF92204A405 | ETF | 342 | $33.0K | <0.1% | – | – | – |
| MTRNMATERION Corp | COM | 354 | $33.0K | <0.1% | – | – | History |
| WisdomTree Tr97717X701 | EUROPE HEDGED EQ | 410 | $33.0K | <0.1% | – | – | – |
| SRSpire Inc | COM | 500 | $33.0K | <0.1% | – | – | History |
| LEALear Corp | COM NEW | 177 | $33.0K | <0.1% | – | – | History |
| OPTUOptimum Communications, Inc. | CL A | 2,029 | $33.0K | <0.1% | – | – | History |
| FTHYFirst Trust High Yield Opportunities 2027 Term Fund | COM | 1,640 | $33.0K | <0.1% | – | – | History |
| PPBIPacific Premier Bancorp Inc | COM | 819 | $33.0K | <0.1% | – | – | History |
| ESEversource Energy | Stock | 365 | $34.0K | <0.1% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 502 | $34.0K | <0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 181 | $34.0K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 366 | $34.0K | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 786 | $34.0K | <0.1% | – | – | History |
| SIGSignet Jewelers Ltd | SHS | 390 | $34.0K | <0.1% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 261 | $34.0K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 162 | $35.0K | <0.1% | – | – | History |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 713 | $35.0K | <0.1% | – | – | – |
| PPGPPG Industries Inc | Stock | 202 | $36.0K | <0.1% | – | – | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 665 | $36.0K | <0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 353 | $36.0K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 346 | $36.0K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 195 | $36.0K | <0.1% | – | – | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 491 | $36.0K | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 231 | $36.0K | <0.1% | – | – | History |
| MROMarathon Oil Corp | COM | 2,200 | $36.0K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 150 | $37.0K | <0.1% | – | – | History |
| KRGKite Realty Group Trust | COM NEW | 1,661 | $37.0K | <0.1% | – | – | History |