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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
Fidelity MSCI Materials Index ETF316092881ETF52$3.00K<0.1%–––
LNTAlliant Energy CorpStock41$3.00K<0.1%––History
KEKimball Electronics, Inc.Stock123$3.00K<0.1%––History
ATIAti IncStock183$3.00K<0.1%––History
CPTCamden Property TrustREIT14$3.00K<0.1%––History
DTDynatrace, Inc.Stock50$3.00K<0.1%––History
SAMBoston Beer Co IncCL A5$3.00K<0.1%––History
CRSPCRISPR Therapeutics AGNAMEN AKT34$3.00K<0.1%––History
ETREntergy CorpCOM28$3.00K<0.1%––History
HYLNHyliion Holdings Corp.COMMON STOCK444$3.00K<0.1%––History
QSQuantumScape CorpCOM CL A137$3.00K<0.1%––History
WYWeyerhaeuser CoCOM NEW67$3.00K<0.1%––History
OHIOmega Healthcare Investors IncCOM100$3.00K<0.1%––History
MPMP Materials Corp.COM CL A58$3.00K<0.1%––History
ATROAstronics CorpCOM250$3.00K<0.1%––History
ERIEErie Indemnity CoCL A17$3.00K<0.1%––History
PVHPVH Corp.COM24$3.00K<0.1%––History
AMCXAMC Global Media Inc.CL A92$3.00K<0.1%––History
BMRNBiomarin Pharmaceutical IncCOM30$3.00K<0.1%––History
GMABGenmab A/SSPONSORED ADS67$3.00K<0.1%––History
PRGSProgress Software CorpCOM62$3.00K<0.1%––History
ARIApollo Commercial Real Estate Finance, Inc.COM220$3.00K<0.1%––History
WYNNWynn Resorts LtdCOM39$3.00K<0.1%––History
CASHPathward Financial, Inc.COM55$3.00K<0.1%––History
GGBGerdau S.A.SPON ADR REP PFD627$3.00K<0.1%––History
FTSFortis Inc.COM56$3.00K<0.1%––History
BDCBelden Inc.COM41$3.00K<0.1%––History
EXTRExtreme Networks IncCOM162$3.00K<0.1%––History
SQMChemical & Mining Co of Chile IncSPON ADR SER B67$3.00K<0.1%––History
PHMPultegroup IncCOM59$3.00K<0.1%––History
Invesco Exch Traded FD Tr II46138G847GBL CLEAN ENRG95$3.00K<0.1%–––
FCNFti Consulting, IncCOM19$3.00K<0.1%––History
DANDANA IncCOM112$3.00K<0.1%––History
REYNReynolds Consumer Products Inc.COM108$3.00K<0.1%––History
WSRWhitestone REITCOM302$3.00K<0.1%––History
CPERUnited States Commodity Index Funds TrustCM REP COPP FD116$3.00K<0.1%––History
TAPMolson Coors Beverage CoCL B69$3.00K<0.1%––History
WHDCactus, Inc.CL A69$3.00K<0.1%––History
TRSTrimas CorpCOM NEW90$3.00K<0.1%––History
SCIService Corp InternationalCOM48$3.00K<0.1%––History
FOXFox CorpCL B COM104$3.00K<0.1%––History
EVEREverQuote, Inc.COM CL A164$3.00K<0.1%––History
TSTenaris SASPONSORED ADS155$3.00K<0.1%––History
CDNACareDx, Inc.COM60$3.00K<0.1%––History
MAAMid America Apartment Communities Inc.COM11$3.00K<0.1%––History
OKTAOkta, Inc.CL A15$3.00K<0.1%––History
MURMurphy Oil CorpCOM98$3.00K<0.1%––History
CIGEnergy Co of Minas GeraisSP ADR N-V PFD1,323$3.00K<0.1%––History
HDBHDFC Bank LtdSPONSORED ADS48$3.00K<0.1%––History
IRIngersoll Rand Inc.COM56$3.00K<0.1%––History
NWNNorthwest Natural Holding CoCOM60$3.00K<0.1%––History
BHFBrighthouse Financial, Inc.COM52$3.00K<0.1%––History
VIPSVipshop Holdings LtdSPONSORED ADS A313$3.00K<0.1%––History
HTLDHeartland Express IncCOM194$3.00K<0.1%––History
AKBAAkebia Therapeutics, Inc.COM1,250$3.00K<0.1%––History
CZRCaesars Entertainment, Inc.COM33$3.00K<0.1%––History
CLWClearwater Paper CorpCOM106$3.00K<0.1%––History
CVRXCVRx, Inc.COM246$3.00K<0.1%––History
ENTAEnanta Pharmaceuticals IncCOM38$3.00K<0.1%––History
FATEFate Therapeutics IncCOM45$3.00K<0.1%––History
FFFutureFuel Corp.COM454$3.00K<0.1%––History
GTGoodyear Tire & Rubber CoCOM151$3.00K<0.1%––History
HAFCHanmi Financial CorpCOM NEW143$3.00K<0.1%––History
HCMHUTCHMED (China) LtdSPONSORED ADS96$3.00K<0.1%––History
KODKodiak Sciences Inc.COM40$3.00K<0.1%––History
MCSMarcus CorpCOM198$3.00K<0.1%––History
QNSTQuinstreet, IncCOM151$3.00K<0.1%––History
STAAStaar Surgical CoCOM PAR $0.0136$3.00K<0.1%––History
TRTootsie Roll Industries IncCOM83$3.00K<0.1%––History
TRSTTrustco Bank Corp N YCOM NEW99$3.00K<0.1%––History
ZUMZZumiez IncCOM65$3.00K<0.1%––History
CSPRCasper Sleep Inc.COM396$3.00K<0.1%––History
DAYDayforce, Inc.COM24$3.00K<0.1%––History
CHSChico's Fas, Inc.COM505$3.00K<0.1%––History
China Southern Airlines Co L169409109SPON ADR CL H126$3.00K<0.1%–––
Direxion Shs ETF Tr25459Y165DLY S&P500 2XS22$3.00K<0.1%–––
DISHDISH Network CORPCL A83$3.00K<0.1%––History
ETF Managers Tr26924G102PRIME JUNIR SLVR240$3.00K<0.1%–––
Flexshares Tr33939L753CR SCORED LONG50$3.00K<0.1%–––
NVRIEnviri CorpCOM153$3.00K<0.1%––History
HMTVHemisphere Media Group, Inc.CL A395$3.00K<0.1%––History
HMPTHome Point Capital Inc.COM768$3.00K<0.1%––History
Huaneng PWR Intl Inc443304100SPON ADR H SHS100$3.00K<0.1%–––
Mobile Telesystems PJSC607409109SPONSORED ADR424$3.00K<0.1%–––
NSTGNS Wind Down Co., Inc.COM61$3.00K<0.1%––History
Neenah Inc640079109COM70$3.00K<0.1%–––
PACWPacwest BancorpCOM67$3.00K<0.1%––History
PRTKParatek Pharmaceuticals, Inc.COM573$3.00K<0.1%––History
Polymet MNG Corp731916409COM NEW1,053$3.00K<0.1%–––
QDELQuidelOrtho CorpCOM20$3.00K<0.1%––History
SPXCSPX Technologies, Inc.COM46$3.00K<0.1%––History
SGFYSignify Health, Inc.CL A COM216$3.00K<0.1%––History
STORStore Capital LLCCOM74$3.00K<0.1%––History
SUMOSumo Logic, Inc.COM201$3.00K<0.1%––History
TWOU2U, LLCCOM172$3.00K<0.1%––History
ADEAAdeia Inc.COM138$3.00K<0.1%––History
AMCRAmcor plcORD174$3.00K<0.1%––History
Sapiens Intl Corp N VG7T16G103SHS75$3.00K<0.1%–––
VTRVentas, Inc.REIT89$4.00K<0.1%––History
State Street Financial Select Sector SPDR ETF81369Y605ETF90$4.00K<0.1%–––