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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
WABWestinghouse Air Brake Technologies CorpStock48$4.00K<0.1%––History
iShares Core MSCI Eafe ETF46432F842ETF50$4.00K<0.1%–––
Fidelity MSCI Energy Index ETF316092402ETF237$4.00K<0.1%–––
XRAYDentsply Sirona Inc.Stock73$4.00K<0.1%––History
HMYHarmony Gold Mining Co LtdADR957$4.00K<0.1%––History
ARK ETF Tr00214Q302GENOMIC REV ETF60$4.00K<0.1%–––
VanEck ETF Trust92189F791JUNIOR GOLD MINE100$4.00K<0.1%–––
TTCToro CoCOM43$4.00K<0.1%––History
AZZAzz IncCOM80$4.00K<0.1%––History
ELFe.l.f. Beauty, Inc.COM114$4.00K<0.1%––History
GLGlobe Life Inc.COM40$4.00K<0.1%––History
SNPSSynopsys IncCOM11$4.00K<0.1%––History
DBDeutsche Bank AktiengesellschaftNAMEN AKT330$4.00K<0.1%––History
PPLIPeople IncCOM NEW30$4.00K<0.1%––History
Vanguard Mun BD FDS922907746TAX EXEMPT BD75$4.00K<0.1%–––
MFGMizuho Financial Group IncSPONSORED ADR1,562$4.00K<0.1%––History
WisdomTree Tr97717X784WSDM EMKTBD FD54$4.00K<0.1%–––
IPGPIpg Photonics CorpCOM21$4.00K<0.1%––History
JBHTHunt J B Transport Services IncCOM21$4.00K<0.1%––History
EWBCEast West Bancorp IncCOM48$4.00K<0.1%––History
DOCHealthpeak Properties, Inc.COM108$4.00K<0.1%––History
PSOPearson PLCSPONSORED ADR459$4.00K<0.1%––History
WDAYWorkday, Inc.CL A15$4.00K<0.1%––History
EEni SpASPONSORED ADR130$4.00K<0.1%––History
RHIRobert Half Inc.COM33$4.00K<0.1%––History
CRSCarpenter Technology CorpCOM123$4.00K<0.1%––History
CHCOCity Holding CoCOM45$4.00K<0.1%––History
PUMPProPetro Holding Corp.COM579$4.00K<0.1%––History
BHKBlackRock Core Bond TrustSHS BEN INT268$4.00K<0.1%––History
ALGAlamo Group IncCOM25$4.00K<0.1%––History
ASBAssociated Banc-CorpCOM187$4.00K<0.1%––History
BEKEKE Holdings Inc.SPONSORED ADS234$4.00K<0.1%––History
CALMCal-Maine Foods IncCOM NEW121$4.00K<0.1%––History
STESTERIS plcSHS USD16$4.00K<0.1%––History
FRTFederal Realty Investment TrustSH BEN INT NEW27$4.00K<0.1%––History
SNASnap-on IncCOM17$4.00K<0.1%––History
COLLCollegium Pharmaceutical, IncCOM190$4.00K<0.1%––History
MTDRMatador Resources CoCOM103$4.00K<0.1%––History
KIMKimco Realty CorpCOM146$4.00K<0.1%––History
TRUTransUnionCOM33$4.00K<0.1%––History
LFUSLittelfuse IncCOM12$4.00K<0.1%––History
SABRSabre CorpCOM505$4.00K<0.1%––History
BANCBanc of California, Inc.COM208$4.00K<0.1%––History
ENSGEnsign Group, IncCOM46$4.00K<0.1%––History
TPRTapestry, Inc.COM105$4.00K<0.1%––History
ETDEthan Allen Interiors IncCOM170$4.00K<0.1%––History
DDD3D Systems CorpCOM NEW177$4.00K<0.1%––History
ATHMAutohome Inc.SP ADS RP CL A132$4.00K<0.1%––History
KODKEastman Kodak CoCOM NEW961$4.00K<0.1%––History
FSPFranklin Street Properties CorpCOM724$4.00K<0.1%––History
KOSKosmos Energy Ltd.COM1,228$4.00K<0.1%––History
MNKDMannkind CorpCOM NEW1,000$4.00K<0.1%––History
MGPIMGP Ingredients IncCOM51$4.00K<0.1%––History
MNROMonro, Inc.COM69$4.00K<0.1%––History
SHOEShoe Station Group IncCOM90$4.00K<0.1%––History
TEADTeads Holding Co.COM274$4.00K<0.1%––History
TNCTennant CoCOM39$4.00K<0.1%––History
TMPTompkins Financial CorpCOM49$4.00K<0.1%––History
VMDViemed Healthcare, Inc.COM789$4.00K<0.1%––History
VNETVNET Group, Inc.SPONSORED ADS A395$4.00K<0.1%––History
ALSumisho Air Lease CorpCL A82$4.00K<0.1%––History
LGTYLogility Supply Chain Solutions, IncCL A150$4.00K<0.1%––History
AUAngloGold Ashanti PLCSPONSORED ADR173$4.00K<0.1%––History
BRKLBrookline Bancorp IncCOM257$4.00K<0.1%––History
CHPTChargePoint Holdings, Inc.COM CL A192$4.00K<0.1%––History
CBAYCymaBay Therapeutics, Inc.COM1,050$4.00K<0.1%––History
iShares Tr464287382JPX NIKKEI 40050$4.00K<0.1%–––
ITIIteris, Inc.COM997$4.00K<0.1%––History
JJacobs Solutions Inc.COM27$4.00K<0.1%––History
JNPRJuniper Networks IncCOM120$4.00K<0.1%––History
MANTMantech International CorpCL A52$4.00K<0.1%––History
NWGNatWest Group plcSPONS ADR 2 ORD600$4.00K<0.1%––History
BFXBowflex Inc.COM673$4.00K<0.1%––History
NKTRNektar TherapeuticsCOM307$4.00K<0.1%––History
NVRONevro CorpCOM44$4.00K<0.1%––History
RUTHRuths Hospitality Group, Inc.COM189$4.00K<0.1%––History
SRTStartek, Inc.COM751$4.00K<0.1%––History
TPTXTurning Point Therapeutics, Inc.COM92$4.00K<0.1%––History
VGRVector Group LtdCOM312$4.00K<0.1%––History
VZIOVizio Holding Corp.CL A COM215$4.00K<0.1%––History
SPRUSpruce Power Holding CorpCOM CL A1,270$4.00K<0.1%––History
QGENQiagen N.V.SHS NEW77$4.00K<0.1%––History
AGLagilon health, inc.COM150$4.00K<0.1%––History
Just Eat Takeaway Com N V48214T305SPONSORED ADS363$4.00K<0.1%–––
EVRGEvergy, Inc.Stock70$5.00K<0.1%––History
AFLAflac IncStock89$5.00K<0.1%––History
CMCCommercial Metals CoStock135$5.00K<0.1%––History
PIIPolaris Inc.Stock50$5.00K<0.1%––History
CCJCameco CorpStock216$5.00K<0.1%––History
SPOTSpotify Technology S.A.Stock21$5.00K<0.1%––History
AGNCAGNC Investment Corp.REIT320$5.00K<0.1%––History
NTLAIntellia Therapeutics, Inc.COM44$5.00K<0.1%––History
MASMasco CorpCOM67$5.00K<0.1%––History
iShares Tr464288513IBOXX HI YD ETF53$5.00K<0.1%–––
TGITriumph Group IncCOM247$5.00K<0.1%––History
ARGXArgenx SESPONSORED ADR13$5.00K<0.1%––History
SYFSynchrony FinancialCOM94$5.00K<0.1%––History
TGTXTG Therapeutics, Inc.COM240$5.00K<0.1%––History
WATWaters CorpCOM14$5.00K<0.1%––History
Nushares ETF Tr67092P607NUVEEN ESG SMLCP115$5.00K<0.1%–––