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 |
|---|---|---|---|---|---|---|---|
| INVEINVE Technologies, Inc. | COM NEW | 2,195 | $62.0K | <0.1% | – | – | History |
| PGRProgressive Corp | Stock | 609 | $63.0K | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 384 | $63.0K | <0.1% | – | – | History |
| CMGChipotle Mexican Grill Inc | COM | 36 | $63.0K | <0.1% | – | – | History |
| WSMWilliams Sonoma Inc | COM | 370 | $63.0K | <0.1% | – | – | History |
| MSIMotorola Solutions, Inc. | Stock | 232 | $64.0K | <0.1% | – | – | History |
| IBMInternational Business Machines Corp | Stock | 482 | $64.0K | <0.1% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 4,046 | $64.0K | <0.1% | – | – | History |
| CTASCintas Corp | Stock | 147 | $65.0K | <0.1% | – | – | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 605 | $65.0K | <0.1% | – | – | History |
| AXTAAxalta Coating Systems Ltd. | COM | 1,997 | $66.0K | <0.1% | – | – | History |
| XYLXylem Inc. | COM | 550 | $66.0K | <0.1% | – | – | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 354 | $66.0K | <0.1% | – | – | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 808 | $67.0K | <0.1% | – | – | – |
| STTState Street Corp | COM | 716 | $67.0K | <0.1% | – | – | History |
| WSTWest Pharmaceutical Services Inc | COM | 143 | $67.0K | <0.1% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 716 | $68.0K | <0.1% | – | – | History |
| FVRRFiverr International Ltd. | ORD SHS | 600 | $68.0K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 1,461 | $69.0K | <0.1% | – | – | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 2,292 | $70.0K | <0.1% | – | – | – |
| MPWRMonolithic Power Systems, Inc. | COM | 141 | $70.0K | <0.1% | – | – | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 2,306 | $71.0K | <0.1% | – | – | – |
| BABAAlibaba Group Holding Ltd | ADR | 598 | $71.0K | <0.1% | – | – | History |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 2,276 | $71.0K | <0.1% | – | – | – |
| UUnity Software Inc. | COM | 500 | $71.0K | <0.1% | – | – | History |
| VMCVulcan Materials CO | COM | 343 | $72.0K | <0.1% | – | – | History |
| FFord Motor Co | Stock | 3,503 | $73.0K | <0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 439 | $73.0K | <0.1% | – | – | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 627 | $73.0K | <0.1% | – | – | – |
| CBRECbre Group, Inc. | CL A | 670 | $73.0K | <0.1% | – | – | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 674 | $73.0K | <0.1% | – | – | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 1,975 | $74.0K | <0.1% | – | – | History |
| CIENCiena Corp | COM NEW | 956 | $74.0K | <0.1% | – | – | History |
| MTDMettler Toledo International Inc | COM | 44 | $75.0K | <0.1% | – | – | History |
| BAXBaxter International Inc | Stock | 893 | $76.0K | <0.1% | – | – | History |
| GILDGilead Sciences, Inc. | Stock | 1,049 | $76.0K | <0.1% | – | – | History |
| CPAYCorpay, Inc. | COM | 342 | $77.0K | <0.1% | – | – | History |
| EHCEncompass Health Corp | COM | 1,197 | $78.0K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 480 | $79.0K | <0.1% | – | – | History |
| METMetlife Inc | Stock | 1,268 | $79.0K | <0.1% | – | – | History |
| SHOPShopify Inc. | Stock | 57 | $79.0K | <0.1% | – | – | History |
| GLOBGlobant S.A. | COM | 250 | $79.0K | <0.1% | – | – | History |
| CTSHCognizant Technology Solutions Corp | CL A | 892 | $79.0K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 555 | $80.0K | <0.1% | – | – | History |
| NVONovo Nordisk A S | ADR | 710 | $80.0K | <0.1% | – | – | History |
| ZSZscaler, Inc. | Stock | 250 | $80.0K | <0.1% | – | – | History |
| SRESempra | Stock | 609 | $80.0K | <0.1% | – | – | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,810 | $80.0K | <0.1% | – | – | – |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 2,761 | $82.0K | <0.1% | – | – | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 751 | $82.0K | <0.1% | – | – | – |
| CMECME Group Inc. | COM | 359 | $82.0K | <0.1% | – | – | History |
| FOXAFox Corp | CL A COM | 2,231 | $82.0K | <0.1% | – | – | History |
| BF.BBrown Forman Corp | Stock | 1,141 | $83.0K | <0.1% | – | – | History |
| EQTEQT Corp | Stock | 3,884 | $84.0K | <0.1% | – | – | History |
| SSBSouthState Bank Corp | COM | 1,043 | $84.0K | <0.1% | – | – | History |
| FTVFortive Corp | Stock | 1,112 | $85.0K | <0.1% | – | – | History |
| ALLYAlly Financial Inc. | Stock | 1,798 | $86.0K | <0.1% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 4,119 | $86.0K | <0.1% | – | – | History |
| PWRQuanta Services, Inc. | COM | 749 | $86.0K | <0.1% | – | – | History |
| EQIXEquinix Inc | COM | 102 | $86.0K | <0.1% | – | – | History |
| First Rep BK San Francisco C33616C100 | COM | 415 | $86.0K | <0.1% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 1,159 | $88.0K | <0.1% | – | – | – |
| AONAon plc | CL A | 293 | $88.0K | <0.1% | – | – | History |
| FTNTFortinet, Inc. | Stock | 252 | $90.0K | <0.1% | – | – | History |
| iShares Select Dividend ETF464287168 | ETF | 734 | $90.0K | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 731 | $92.0K | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 1,048 | $92.0K | <0.1% | – | – | History |
| CSXCSX Corp | Stock | 2,471 | $93.0K | <0.1% | – | – | History |
| BCSBarclays PLC | ADR | 9,048 | $93.0K | <0.1% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 1,096 | $95.0K | <0.1% | – | – | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 2,581 | $95.0K | <0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 152 | $96.0K | <0.1% | – | – | History |
| SEESealed Air Corp | COM | 1,431 | $97.0K | <0.1% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 1,179 | $99.0K | <0.1% | – | – | History |
| RYAAYRyanair Holdings PLC | SPONSORED ADR | 986 | $100.0K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 2,651 | $101.0K | <0.1% | – | – | – |
| TAT&T Inc. | Stock | 4,157 | $102.0K | <0.1% | – | – | History |
| Vanguard Energy ETF92204A306 | ETF | 1,340 | $104.0K | <0.1% | – | – | – |
| PUKPrudential PLC | ADR | 3,057 | $105.0K | <0.1% | – | – | History |
| RJFRaymond James Financial Inc | COM | 1,043 | $105.0K | <0.1% | – | – | History |
| GSKGSK plc | SPONSORED ADR | 2,380 | $105.0K | <0.1% | – | – | History |
| CICigna Group | Stock | 462 | $106.0K | <0.1% | – | – | History |
| CTVACorteva, Inc. | Stock | 2,263 | $107.0K | <0.1% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,143 | $109.0K | <0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 775 | $109.0K | <0.1% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,330 | $110.0K | <0.1% | – | – | – |
| GRCGorman Rupp Co | COM | 2,474 | $110.0K | <0.1% | – | – | History |
| SESea Ltd | SPONSORD ADS | 495 | $110.0K | <0.1% | – | – | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 580 | $111.0K | <0.1% | – | – | – |
| KMBKimberly Clark Corp | Stock | 784 | $112.0K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 544 | $112.0K | <0.1% | – | – | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 6,306 | $112.0K | <0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 4,668 | $113.0K | <0.1% | – | – | History |
| Timothy Plan887432342 | U S SM CP CORE | 3,180 | $113.0K | <0.1% | – | – | – |
| ETSYEtsy Inc | COM | 515 | $113.0K | <0.1% | – | – | History |
| HALHalliburton Co | Stock | 4,946 | $114.0K | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 447 | $116.0K | <0.1% | – | – | History |
| SNYSanofi | SPONSORED ADR | 2,366 | $118.0K | <0.1% | – | – | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 5,129 | $118.0K | <0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 826 | $119.0K | <0.1% | – | – | History |