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 |
|---|---|---|---|---|---|---|---|
| MCWMister Car Wash, Inc. | COM | 15,150 | $276.0K | 0.1% | – | – | History |
| SHWSherwin Williams Co | COM | 801 | $282.0K | 0.1% | – | – | History |
| PAYXPaychex Inc | Stock | 2,076 | $283.0K | 0.1% | – | – | History |
| QCOMQualcomm Inc | Stock | 1,564 | $286.0K | 0.1% | – | – | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 2,510 | $286.0K | 0.1% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,599 | $286.0K | 0.1% | – | – | – |
| GMGeneral Motors Co | COM | 4,957 | $290.0K | 0.1% | – | – | History |
| LIILennox International Inc | COM | 899 | $291.0K | 0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 2,233 | $296.0K | 0.1% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 3,896 | $298.0K | 0.1% | – | – | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,496 | $301.0K | 0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 3,394 | $301.0K | 0.1% | – | – | History |
| COPConocoPhillips | Stock | 4,174 | $302.0K | 0.1% | – | – | History |
| PHParker-Hannifin Corp | Stock | 963 | $306.0K | 0.1% | – | – | History |
| ACNAccenture plc | Stock | 743 | $308.0K | 0.1% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 2,828 | $309.0K | 0.1% | – | – | – |
| VZVerizon Communications Inc | Stock | 6,045 | $314.0K | 0.1% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 3,980 | $316.0K | 0.1% | – | – | History |
| THOThor Industries Inc | COM | 3,057 | $318.0K | 0.1% | – | – | History |
| DEODiageo PLC | SPON ADR NEW | 1,471 | $324.0K | 0.1% | – | – | History |
| HONHoneywell International Inc | COM | 1,594 | $332.0K | 0.1% | – | – | History |
| ROKRockwell Automation, Inc | Stock | 959 | $335.0K | 0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 2,495 | $341.0K | 0.1% | – | – | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 5,283 | $341.0K | 0.1% | – | – | – |
| PYPLPayPal Holdings, Inc. | Stock | 1,817 | $343.0K | 0.1% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 2,148 | $344.0K | 0.1% | – | – | History |
| WRBBerkley W R Corp | COM | 4,288 | $353.0K | 0.1% | – | – | History |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,240 | $362.0K | 0.1% | – | – | – |
| MSMorgan Stanley | Stock | 3,706 | $363.0K | 0.1% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 870 | $365.0K | 0.1% | – | – | History |
| ADIAnalog Devices Inc | Stock | 2,088 | $368.0K | 0.1% | – | – | History |
| INTCIntel Corp | Stock | 7,237 | $373.0K | 0.1% | – | – | History |
| LMTLockheed Martin Corp | Stock | 1,048 | $373.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,760 | $374.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 2,613 | $378.0K | 0.1% | – | – | History |
| NDSNNordson Corp | COM | 1,497 | $382.0K | 0.1% | – | – | History |
| FISFidelity National Information Services, Inc. | Stock | 3,520 | $384.0K | 0.1% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 685 | $389.0K | 0.1% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 14,645 | $390.0K | 0.1% | – | – | – |
| CBChubb Ltd | Stock | 2,030 | $392.0K | 0.1% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,340 | $393.0K | 0.1% | – | – | – |
| MAMastercard Inc | Stock | 1,098 | $395.0K | 0.1% | – | – | History |
| LINLinde PLC | SHS | 1,159 | $401.0K | 0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 3,532 | $413.0K | 0.1% | – | – | History |
| CPRTCopart Inc | COM | 2,732 | $414.0K | 0.1% | – | – | History |
| EFXEquifax Inc | COM | 1,434 | $420.0K | 0.1% | – | – | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 10,641 | $420.0K | 0.1% | – | – | – |
| RTXRTX Corp | Stock | 4,890 | $421.0K | 0.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 1,450 | $427.0K | 0.1% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,437 | $430.0K | 0.1% | – | – | History |
| CRMSalesforce, Inc. | Stock | 1,705 | $433.0K | 0.1% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 614 | $433.0K | 0.1% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 1,968 | $438.0K | 0.1% | – | – | – |
| CDWCDW Corp | COM | 2,152 | $441.0K | 0.1% | – | – | History |
| DGDollar General Corp | COM | 1,895 | $446.0K | 0.1% | – | – | History |
| AMTAmerican Tower Corp | REIT | 1,530 | $448.0K | 0.1% | – | – | History |
| ETF Ser Solutions26922A511 | US DIVERSIFIED | 11,512 | $454.0K | 0.1% | – | – | – |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 7,612 | $455.0K | 0.1% | – | – | – |
| LOWLowes Companies Inc | Stock | 1,778 | $460.0K | 0.1% | – | – | History |
| GLDSPDR Gold Trust | ETF | 2,704 | $462.0K | 0.1% | – | – | History |
| GPNGlobal Payments Inc | Stock | 3,464 | $468.0K | 0.1% | – | – | History |
| SMGScotts Miracle-Gro Co | Stock | 2,946 | $474.0K | 0.1% | – | – | History |
| RFRegions Financial Corp | COM | 22,091 | $481.0K | 0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 789 | $484.0K | 0.1% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,823 | $490.0K | 0.1% | – | – | History |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 1,350 | $491.0K | 0.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 3,133 | $494.0K | 0.1% | – | – | History |
| PFEPfizer Inc | Stock | 8,585 | $507.0K | 0.1% | – | – | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 9,567 | $507.0K | 0.1% | – | – | – |
| TERTeradyne, Inc | Stock | 3,109 | $509.0K | 0.1% | – | – | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 2,935 | $511.0K | 0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 1,340 | $519.0K | 0.1% | – | – | History |
| CVXChevron Corp | Stock | 4,498 | $528.0K | 0.1% | – | – | History |
| SITESiteOne Landscape Supply, Inc. | COM | 2,224 | $539.0K | 0.2% | – | – | History |
| ADBEAdobe Inc. | Stock | 967 | $548.0K | 0.2% | – | – | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 1,804 | $551.0K | 0.2% | – | – | – |
| AMGNAmgen Inc | Stock | 2,479 | $557.0K | 0.2% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 9,653 | $590.0K | 0.2% | – | – | History |
| Vanguard BD Index FDS92203C303 | VANGUARD ULTRA | 11,968 | $598.0K | 0.2% | – | – | – |
| WFCWells Fargo & Company | Stock | 12,586 | $604.0K | 0.2% | – | – | History |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,315 | $606.0K | 0.2% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,474 | $610.0K | 0.2% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 1,652 | $623.0K | 0.2% | – | – | History |
| POOLPool Corp | COM | 1,119 | $634.0K | 0.2% | – | – | History |
| BACBank of America Corp | Stock | 14,417 | $641.0K | 0.2% | – | – | History |
| BLKBlackRock, Inc. | COM | 711 | $651.0K | 0.2% | – | – | History |
| MDTMedtronic plc | Stock | 6,403 | $662.0K | 0.2% | – | – | History |
| TJXTJX Companies Inc | Stock | 8,787 | $666.0K | 0.2% | – | – | History |
| LLYEli Lilly & Co | Stock | 2,411 | $667.0K | 0.2% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 7,945 | $673.0K | 0.2% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,695 | $674.0K | 0.2% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 10,702 | $678.0K | 0.2% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 8,639 | $689.0K | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 5,953 | $692.0K | 0.2% | – | – | – |
| KOCoca Cola Co | Stock | 11,781 | $697.0K | 0.2% | – | – | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 2,471 | $699.0K | 0.2% | – | – | – |
| CMCSAComcast Corp | Stock | 14,129 | $712.0K | 0.2% | – | – | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 14,470 | $712.0K | 0.2% | – | – | – |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 18,189 | $716.0K | 0.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 1,084 | $722.0K | 0.2% | – | – | History |