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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.

Institution overview
Positions
1,783
No filing for Q3 2021
Portfolio value
$357.1M
No filing for Q3 2021
Filed
Feb 17, 2022
AmendedSEC

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.

Holdings of EverSource Wealth Advisors, LLC in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
TNDMTandem Diabetes Care IncCOM NEW10$2.00K<0.1%––History
AFRMAffirm Holdings, Inc.COM CL A19$2.00K<0.1%––History
CGCarlyle Group Inc.COM28$2.00K<0.1%––History
ANGOAngiodynamics IncCOM83$2.00K<0.1%––History
TFXTeleflex IncCOM6$2.00K<0.1%––History
GRMNGarmin LtdSHS18$2.00K<0.1%––History
DLBDolby Laboratories, Inc.COM CL A21$2.00K<0.1%––History
CPFCentral Pacific Financial CorpCOM NEW70$2.00K<0.1%––History
BKEBuckle IncCOM44$2.00K<0.1%––History
PMTPennyMac Mortgage Investment TrustCOM133$2.00K<0.1%––History
GIBCgi IncCL A23$2.00K<0.1%––History
STNEStoneCo Ltd.COM118$2.00K<0.1%––History
PLCEChildrens Place, Inc.COM24$2.00K<0.1%––History
DIBS1stdibs.com, Inc.COM153$2.00K<0.1%––History
BANDBandwidth Inc.COM CL A33$2.00K<0.1%––History
BYNDBeyond Meat, Inc.COM32$2.00K<0.1%––History
CFFNCapitol Federal Financial, Inc.COM170$2.00K<0.1%––History
CSRCenterspaceCOM15$2.00K<0.1%––History
DMCDel Monte CorpORD68$2.00K<0.1%––History
ENREnergizer Holdings, Inc.COM48$2.00K<0.1%––History
HLITHarmonic Inc.COM140$2.00K<0.1%––History
HFWAHeritage Financial CorpCOM74$2.00K<0.1%––History
HFFGHF Foods Group Inc.COM266$2.00K<0.1%––History
HOFTHooker Furnishings CorpCOM82$2.00K<0.1%––History
ICLICL Group Ltd.SHS215$2.00K<0.1%––History
IQiQIYI, Inc.SPONSORED ADS386$2.00K<0.1%––History
KREFKKR Real Estate Finance Trust Inc.COM78$2.00K<0.1%––History
KROKronos Worldwide IncCOM155$2.00K<0.1%––History
KURAKura Oncology, Inc.COM135$2.00K<0.1%––History
LNNLindsay CorpCOM11$2.00K<0.1%––History
MXCTMaxcyte, Inc.COM243$2.00K<0.1%––History
NBRNabors Industries LtdSHS21$2.00K<0.1%––History
NVAXNovavax IncCOM NEW17$2.00K<0.1%––History
OSUROrasure Technologies IncCOM197$2.00K<0.1%––History
CNXNPC Connection IncCOM41$2.00K<0.1%––History
PRPLPurple Innovation, Inc.COM157$2.00K<0.1%––History
REXRex American Resources CorpCOM23$2.00K<0.1%––History
SEMSelect Medical Holdings CorpCOM83$2.00K<0.1%––History
SLQTSelectQuote, Inc.COM259$2.00K<0.1%––History
SGHTSight Sciences, Inc.COM97$2.00K<0.1%––History
SRIStoneridge IncCOM110$2.00K<0.1%––History
TALTAL Education GroupSPONSORED ADS634$2.00K<0.1%––History
TCXTucows IncCOM NEW28$2.00K<0.1%––History
WTIW&T Offshore IncCOM655$2.00K<0.1%––History
XNCRXencor IncCOM47$2.00K<0.1%––History
XRXXerox Holdings CorpCOM NEW102$2.00K<0.1%––History
ZVIAZevia PBCCL A245$2.00K<0.1%––History
ADNHAdvent Technologies Holdings, Inc.COM CL A224$2.00K<0.1%––History
RTLNecessity Retail REIT, Inc.COM CLASS A257$2.00K<0.1%––History
AMWLAmerican Well CorpCL A287$2.00K<0.1%––History
AMWDAmerican Woodmark CorpCOM38$2.00K<0.1%––History
NLYAnnaly Capital Management IncCOM234$2.00K<0.1%––History
BRYBerry Corp (bry)COM232$2.00K<0.1%––History
CSGSCSG Systems International IncCOM38$2.00K<0.1%––History
CAJPYCanon IncSPONSORED ADR81$2.00K<0.1%––History
CTLTCatalent, Inc.COM14$2.00K<0.1%––History
CERNCERNER CorpCOM19$2.00K<0.1%––History
CLRContinental Resources, IncCOM51$2.00K<0.1%––History
Credit Suisse Group225401108SPONSORED ADR236$2.00K<0.1%–––
DBDDiebold Nixdorf, IncCOM234$2.00K<0.1%––History
DMSDigital Media Solutions, Inc.COM CL A478$2.00K<0.1%––History
Direxion Shs ETF Tr25490K331DAILY MSCI INDIA40$2.00K<0.1%–––
DKNGDraftKings Inc.COM CL A63$2.00K<0.1%––History
ETF Managers Tr26924G508ETFMG ALTR HRVST170$2.00K<0.1%–––
ESTEEarthstone Energy IncCL A228$2.00K<0.1%––History
Falcon Minerals Corp30607B109CL A COM434$2.00K<0.1%–––
FBCFlagstar Bancorp IncCOM PAR .00132$2.00K<0.1%––History
HSIIHeidrick & Struggles International IncCOM43$2.00K<0.1%––History
NVTAInvitae CorpCOM121$2.00K<0.1%––History
VTLEVital Energy, Inc.COM31$2.00K<0.1%––History
LACLithium Americas Corp.COM NEW75$2.00K<0.1%––History
MPXMarine Products Group, LLCCOM159$2.00K<0.1%––History
NCMINational CineMedia, Inc.COM749$2.00K<0.1%––History
EDUNew Oriental Education & Technology Group Inc.SPON ADR896$2.00K<0.1%––History
Adamas Trust, Inc.649604501COM PAR $.02652$2.00K<0.1%–––
ORANYOrangeSPONSORED ADR215$2.00K<0.1%––History
PNFPPinnacle Financial Partners, Inc.COM25$2.00K<0.1%––History
ProShares Tr74347B169ONLINE RTL ETF30$2.00K<0.1%–––
ProShares Tr74347X849SHRT 20+YR TRE150$2.00K<0.1%–––
FLYYSpirit Aviation Holdings, Inc.COM85$2.00K<0.1%––History
SRCLStericycle IncCOM32$2.00K<0.1%––History
SYNHSyneos Health, Inc.CL A16$2.00K<0.1%––History
TMXTerminix Global Holdings IncCOM53$2.00K<0.1%––History
SLCAU.S. Silica Holdings, Inc.COM227$2.00K<0.1%––History
SPCEVirgin Galactic Holdings, IncCOM128$2.00K<0.1%––History
WRKWestRock CoCOM48$2.00K<0.1%––History
WWWW International, Inc.COM109$2.00K<0.1%––History
FROFrontline plcSHS NEW286$2.00K<0.1%––History
CLBCore Laboratories Inc.COM100$2.00K<0.1%––History
TKTeekay Corp LtdCOM686$2.00K<0.1%––History
AHTAshford Hospitality Trust IncCOM175$2.00K<0.1%––History
Jacob FDS Inc469785703FORWARD ETF100$2.00K<0.1%–––
ADNTAdient plcStock64$3.00K<0.1%––History
JPMorgan Ultra-Short Income ETF46641Q837ETF67$3.00K<0.1%–––
Innovator U.S. Equity Buffer ETF - October45782C771ETF100$3.00K<0.1%–––
CDPCopt Defense PropertiesREIT106$3.00K<0.1%––History
EDConsolidated Edison IncStock41$3.00K<0.1%––History
NARIInari Medical, Inc.Stock38$3.00K<0.1%––History
GPCGenuine Parts CoStock19$3.00K<0.1%––History
JWNNordstrom IncStock150$3.00K<0.1%––History