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 |
|---|---|---|---|---|---|---|---|
| iShares Inc464286749 | MSCI SWITZERLAND | 100 | $5.00K | <0.1% | – | – | – |
| PFBCPreferred Bank | COM NEW | 75 | $5.00K | <0.1% | – | – | History |
| AEOAmerican Eagle Outfitters Inc | COM | 188 | $5.00K | <0.1% | – | – | History |
| GAPGap Inc | COM | 255 | $5.00K | <0.1% | – | – | History |
| ENVAEnova International, Inc. | COM | 120 | $5.00K | <0.1% | – | – | History |
| VACMarriott Vacations Worldwide Corp | COM | 30 | $5.00K | <0.1% | – | – | History |
| BCOBrinks Co | COM | 83 | $5.00K | <0.1% | – | – | History |
| IGRCbre Global Real Estate Income Fund | COM | 551 | $5.00K | <0.1% | – | – | History |
| CBOECboe Global Markets, Inc. | COM | 35 | $5.00K | <0.1% | – | – | History |
| AREAlexandria Real Estate Equities, Inc. | COM | 21 | $5.00K | <0.1% | – | – | History |
| ABGAsbury Automotive Group Inc | COM | 29 | $5.00K | <0.1% | – | – | History |
| PGNYProgyny, Inc. | COM | 105 | $5.00K | <0.1% | – | – | History |
| INSMINSMED Inc | COM PAR $.01 | 181 | $5.00K | <0.1% | – | – | History |
| MACMacerich Co | COM | 294 | $5.00K | <0.1% | – | – | History |
| CTSCTS Corp | COM | 146 | $5.00K | <0.1% | – | – | History |
| STLAStellantis N.V. | SHS | 270 | $5.00K | <0.1% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 30 | $5.00K | <0.1% | – | – | History |
| FCPTFour Corners Property Trust, Inc. | COM | 165 | $5.00K | <0.1% | – | – | History |
| CVECenovus Energy Inc. | COM | 382 | $5.00K | <0.1% | – | – | History |
| NOKNokia Corp | SPONSORED ADR | 795 | $5.00K | <0.1% | – | – | History |
| CNKCinemark Holdings, Inc. | COM | 290 | $5.00K | <0.1% | – | – | History |
| NHINational Health Investors Inc | COM | 89 | $5.00K | <0.1% | – | – | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 91 | $5.00K | <0.1% | – | – | History |
| NSANational Storage Affiliates Trust | COM SHS BEN IN | 66 | $5.00K | <0.1% | – | – | History |
| EGEverest Group, Ltd. | COM | 19 | $5.00K | <0.1% | – | – | History |
| BTUPeabody Energy Corp | COM | 520 | $5.00K | <0.1% | – | – | History |
| CHEFChefs' Warehouse, Inc. | COM | 153 | $5.00K | <0.1% | – | – | History |
| IPInternational Paper Co | COM | 117 | $5.00K | <0.1% | – | – | History |
| ALKAlaska Air Group, Inc. | COM | 99 | $5.00K | <0.1% | – | – | History |
| AVBAvalonbay Communities Inc | COM | 22 | $5.00K | <0.1% | – | – | History |
| VVXV2X, Inc. | COM | 120 | $5.00K | <0.1% | – | – | History |
| CWSTCasella Waste Systems Inc | CL A | 64 | $5.00K | <0.1% | – | – | History |
| CYRXCryoport, Inc. | COM PAR $0.001 | 78 | $5.00K | <0.1% | – | – | History |
| Pacer FDS Tr69374H741 | DATA AND INFRAST | 119 | $5.00K | <0.1% | – | – | – |
| CVICVR Energy Inc | COM | 299 | $5.00K | <0.1% | – | – | History |
| ACICAmerican Coastal Insurance Corp | COM | 984 | $5.00K | <0.1% | – | – | History |
| ARVNArvinas, Inc. | COM | 58 | $5.00K | <0.1% | – | – | History |
| BILIBilibili Inc. | SPONS ADS REP Z | 100 | $5.00K | <0.1% | – | – | History |
| CALCaleres Inc | COM | 215 | $5.00K | <0.1% | – | – | History |
| EFCEllington Financial Inc. | COM | 315 | $5.00K | <0.1% | – | – | History |
| GOGrocery Outlet Holding Corp. | COM | 181 | $5.00K | <0.1% | – | – | History |
| JBSSSanfilippo John B & Son Inc | COM | 52 | $5.00K | <0.1% | – | – | History |
| SEDGSolaredge Technologies, Inc. | COM | 17 | $5.00K | <0.1% | – | – | History |
| VITLVital Farms, Inc. | COM | 285 | $5.00K | <0.1% | – | – | History |
| WORWorthington Enterprises, Inc. | COM | 96 | $5.00K | <0.1% | – | – | History |
| ADVAdvantage Solutions Inc. | COM CL A | 632 | $5.00K | <0.1% | – | – | History |
| CKXCKX Lands, Inc. | COM | 400 | $5.00K | <0.1% | – | – | History |
| CPECallon Petroleum Co | COM | 107 | $5.00K | <0.1% | – | – | History |
| CNRCore Natural Resources, Inc. | COM | 211 | $5.00K | <0.1% | – | – | History |
| EVBGEverbridge, Inc. | COM | 81 | $5.00K | <0.1% | – | – | History |
| FSTFAST Acquisition Corp. | COM CL A | 528 | $5.00K | <0.1% | – | – | History |
| MAGNMagnera Corp | COM | 308 | $5.00K | <0.1% | – | – | History |
| Global X FDS37950E408 | MSCI CHINA CNSMR | 190 | $5.00K | <0.1% | – | – | – |
| HAYNHaynes International Inc | COM NEW | 123 | $5.00K | <0.1% | – | – | History |
| IAAIAA, Inc. | COM | 104 | $5.00K | <0.1% | – | – | History |
| Natura &CO Hldg S A63884N108 | ADS | 494 | $5.00K | <0.1% | – | – | – |
| OSHOak Street Health, Inc. | COM | 161 | $5.00K | <0.1% | – | – | History |
| PBCTPeople's United Financial, Inc. | COM | 283 | $5.00K | <0.1% | – | – | History |
| PROPROS Holdings, Inc. | COM | 135 | $5.00K | <0.1% | – | – | History |
| UPLDUpland Software, Inc. | COM | 257 | $5.00K | <0.1% | – | – | History |
| UBAUrstadt Biddle Properties Inc | CL A | 215 | $5.00K | <0.1% | – | – | History |
| HNIHni Corp | Stock | 151 | $6.00K | <0.1% | – | – | History |
| SJMJ M SMUCKER Co | Stock | 44 | $6.00K | <0.1% | – | – | History |
| REZIResideo Technologies, Inc. | Stock | 216 | $6.00K | <0.1% | – | – | History |
| DELLDell Technologies Inc. | Stock | 119 | $6.00K | <0.1% | – | – | History |
| WUWestern Union CO | Stock | 340 | $6.00K | <0.1% | – | – | History |
| WENWendy's Co | Stock | 251 | $6.00K | <0.1% | – | – | History |
| CTRACoterra Energy Inc. | Stock | 298 | $6.00K | <0.1% | – | – | History |
| AIRAar Corp | Stock | 142 | $6.00K | <0.1% | – | – | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 55 | $6.00K | <0.1% | – | – | – |
| ACLSAxcelis Technologies Inc | Stock | 84 | $6.00K | <0.1% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 65 | $6.00K | <0.1% | – | – | – |
| APLEApple Hospitality REIT, Inc. | REIT | 357 | $6.00K | <0.1% | – | – | History |
| TPLTexas Pacific Land Corp | Stock | 5 | $6.00K | <0.1% | – | – | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 165 | $6.00K | <0.1% | – | – | – |
| BMOBank of Montreal | COM | 63 | $6.00K | <0.1% | – | – | History |
| VMRKVivmark Residential | SH BEN INT | 71 | $6.00K | <0.1% | – | – | History |
| BNSBank of Nova Scotia | COM | 81 | $6.00K | <0.1% | – | – | History |
| JAZZJazz Pharmaceuticals plc | SHS USD | 48 | $6.00K | <0.1% | – | – | History |
| EPCEdgewell Personal Care Co | COM | 131 | $6.00K | <0.1% | – | – | History |
| BANFBancfirst Corp | COM | 82 | $6.00K | <0.1% | – | – | History |
| DCHDauch Corp | COM | 651 | $6.00K | <0.1% | – | – | History |
| ARWRArrowhead Pharmaceuticals, Inc. | COM | 97 | $6.00K | <0.1% | – | – | History |
| CTRECareTrust REIT, Inc. | COM | 273 | $6.00K | <0.1% | – | – | History |
| iShares Tr464288257 | MSCI ACWI ETF | 60 | $6.00K | <0.1% | – | – | – |
| TVGrupo Televisa, S.A.B. | SPON ADR REP ORD | 581 | $6.00K | <0.1% | – | – | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 218 | $6.00K | <0.1% | – | – | – |
| PDDPDD Holdings Inc. | SPONSORED ADS | 107 | $6.00K | <0.1% | – | – | History |
| AAPAdvance Auto Parts Inc | COM | 25 | $6.00K | <0.1% | – | – | History |
| KOPKoppers Holdings Inc. | COM | 190 | $6.00K | <0.1% | – | – | History |
| IHGIntercontinental Hotels Group PLC | SPONSORED ADS | 99 | $6.00K | <0.1% | – | – | History |
| CVBFCVB Financial Corp | COM | 263 | $6.00K | <0.1% | – | – | History |
| MTBM&T Bank Corp | COM | 39 | $6.00K | <0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 25 | $6.00K | <0.1% | – | – | History |
| MGAMagna International Inc | COM | 79 | $6.00K | <0.1% | – | – | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 201 | $6.00K | <0.1% | – | – | History |
| LZBLa-Z-Boy Inc | COM | 151 | $6.00K | <0.1% | – | – | History |
| PARRPar Pacific Holdings, Inc. | COM NEW | 386 | $6.00K | <0.1% | – | – | History |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 522 | $6.00K | <0.1% | – | – | History |
| SXCSunCoke Energy, Inc. | COM | 924 | $6.00K | <0.1% | – | – | History |