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 |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 5,128 | $722.0K | 0.2% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 6,313 | $724.0K | 0.2% | – | – | – |
| SOSouthern Co | Stock | 10,621 | $728.0K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 7,809 | $728.0K | 0.2% | – | – | History |
| TFCTruist Financial Corp | COM | 12,472 | $731.0K | 0.2% | – | – | History |
| MCDMcDonalds Corp | Stock | 2,737 | $733.0K | 0.2% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 6,790 | $749.0K | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 3,536 | $758.0K | 0.2% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 1,525 | $766.0K | 0.2% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 8,430 | $771.0K | 0.2% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 7,581 | $780.0K | 0.2% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 1,330 | $792.0K | 0.2% | – | – | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 7,158 | $802.0K | 0.2% | – | – | – |
| TSLATesla, Inc. | Stock | 806 | $851.0K | 0.2% | – | – | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 14,028 | $851.0K | 0.2% | – | – | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 11,041 | $858.0K | 0.2% | – | – | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 13,643 | $867.0K | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 3,645 | $918.0K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 15,147 | $959.0K | 0.3% | – | – | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 7,497 | $965.0K | 0.3% | – | – | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 37,639 | $983.0K | 0.3% | – | – | – |
| TXNTexas Instruments Inc | Stock | 5,226 | $985.0K | 0.3% | – | – | History |
| PGProcter & Gamble Co | Stock | 6,028 | $986.0K | 0.3% | – | – | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 11,436 | $1.00M | 0.3% | – | – | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 7,783 | $1.04M | 0.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 9,818 | $1.05M | 0.3% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,317 | $1.10M | 0.3% | – | – | History |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 14,247 | $1.11M | 0.3% | – | – | – |
| Janus Detroit STR Tr47103U886 | HENDRSN SHRT ETF | 22,529 | $1.12M | 0.3% | – | – | – |
| JNJJohnson & Johnson | Stock | 6,535 | $1.12M | 0.3% | – | – | History |
| VVisa Inc. | Stock | 5,277 | $1.14M | 0.3% | – | – | History |
| USBUS Bancorp DE | COM NEW | 20,929 | $1.18M | 0.3% | – | – | History |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 16,905 | $1.18M | 0.3% | – | – | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 20,017 | $1.20M | 0.3% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,797 | $1.26M | 0.4% | – | – | – |
| SFBSServisFirst Bancshares, Inc. | COM | 16,528 | $1.40M | 0.4% | – | – | History |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 29,899 | $1.48M | 0.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 4,448 | $1.50M | 0.4% | – | – | History |
| iShares Tr464288448 | INTL SEL DIV ETF | 49,356 | $1.54M | 0.4% | – | – | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 19,668 | $1.59M | 0.4% | – | – | – |
| Vanguard Total World Stock ETF922042742 | ETF | 15,543 | $1.67M | 0.5% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,643 | $1.69M | 0.5% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,555 | $1.70M | 0.5% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 27,168 | $1.72M | 0.5% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 31,339 | $1.73M | 0.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 4,674 | $1.94M | 0.5% | – | – | History |
| GOOGAlphabet Inc. | Stock | 683 | $1.98M | 0.6% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 18,466 | $1.99M | 0.6% | – | – | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 33,300 | $2.02M | 0.6% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 13,479 | $2.13M | 0.6% | – | – | History |
| iShares Tr464288877 | EAFE VALUE ETF | 44,173 | $2.23M | 0.6% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 47,770 | $2.27M | 0.6% | – | – | – |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 47,340 | $2.31M | 0.6% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 29,401 | $2.31M | 0.6% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 800 | $2.32M | 0.6% | – | – | History |
| Vanguard Morningstar Value ETF922908744 | ETF | 16,148 | $2.38M | 0.7% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 48,292 | $2.39M | 0.7% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 18,943 | $2.45M | 0.7% | – | – | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 37,288 | $3.01M | 0.8% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 92,840 | $3.05M | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 14,610 | $3.30M | 0.9% | – | – | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,534 | $3.31M | 0.9% | – | – | – |
| Goldman Sachs ETF Tr381430107 | ACTIVEBETA INT | 97,194 | $3.43M | 1.0% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 44,004 | $3.53M | 1.0% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,111 | $3.71M | 1.0% | – | – | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 12,359 | $3.97M | 1.1% | – | – | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 82,349 | $4.26M | 1.2% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 45,916 | $4.26M | 1.2% | – | – | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 33,210 | $4.99M | 1.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 107,563 | $5.32M | 1.5% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 184,734 | $5.35M | 1.5% | – | – | – |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 58,852 | $6.29M | 1.8% | – | – | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 25,253 | $6.58M | 1.8% | – | – | – |
| Vanguard Mortgage-Backed Securities ETF92206C771 | ETF | 129,550 | $6.84M | 1.9% | – | – | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 105,108 | $6.99M | 2.0% | – | – | – |
| MSFTMicrosoft Corp | Stock | 21,020 | $7.07M | 2.0% | – | – | History |
| IIIVi3 Verticals, Inc. | COM CL A | 526,275 | $12.0M | 3.4% | – | – | History |
| AAPLApple Inc. | Stock | 68,916 | $12.2M | 3.4% | – | – | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 72,458 | $12.4M | 3.5% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 32,152 | $14.0M | 3.9% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 64,693 | $15.6M | 4.4% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 226,284 | $18.4M | 5.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 371,428 | $19.0M | 5.3% | – | – | – |