Skip to main content

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
Vanguard Scottsdale FDS92206C664VNG RUS2000IDX64$6.00K<0.1%–––
TRMKTrustmark CorpCOM198$6.00K<0.1%––History
NVRNVR IncCOM1$6.00K<0.1%––History
XPROExpro LtdCOM431$6.00K<0.1%––History
CFGCitizens Financial Group IncCOM125$6.00K<0.1%––History
QTWOQ2 Holdings, Inc.COM80$6.00K<0.1%––History
iShares Tr464287762US HLTHCARE ETF21$6.00K<0.1%–––
EXPDExpeditors International of Washington IncCOM46$6.00K<0.1%––History
MSAMSA Safety IncCOM40$6.00K<0.1%––History
NICENICE Ltd.SPONSORED ADR17$6.00K<0.1%––History
CCOICogent Communications Holdings, Inc.COM NEW76$6.00K<0.1%––History
CARAvis Budget Group, Inc.COM31$6.00K<0.1%––History
PLAYDave & Buster's Entertainment, Inc.COM156$6.00K<0.1%––History
MCHBMechanics BancorpCL A109$6.00K<0.1%––History
NFENew Fortress Energy Inc.COM CL A242$6.00K<0.1%––History
SVCService Properties TrustCOM SH BEN INT735$6.00K<0.1%––History
UEICUniversal Electronics IncCOM156$6.00K<0.1%––History
ABMDAbiomed IncCOM17$6.00K<0.1%––History
AEGAegon Ltd.NY REGISTRY SHS1,253$6.00K<0.1%––History
DNBDun & Bradstreet Holdings, Inc.COM289$6.00K<0.1%––History
EVOPEVO Payments, Inc.CL A COM244$6.00K<0.1%––History
FAROFaro Technologies IncCOM92$6.00K<0.1%––History
MRTXMirati Therapeutics, Inc.COM38$6.00K<0.1%––History
NKLANikola CorpCOM600$6.00K<0.1%––History
ROCCBaytex Energy USA, Inc.COM219$6.00K<0.1%––History
UCOProShares Trust IIULTA BLMBG 201768$6.00K<0.1%––History
THRThermon Group Holdings, Inc.COM326$6.00K<0.1%––History
Two Harbors Investment Corp.90187B408COM NEW1,043$6.00K<0.1%–––
VMWVmware LLCCL A COM51$6.00K<0.1%––History
XLNXXilinx IncCOM27$6.00K<0.1%––History
HESHess CorpStock99$7.00K<0.1%––History
OGNOrganon & Co.Stock225$7.00K<0.1%––History
KKellanovaStock116$7.00K<0.1%––History
MGMMGM Resorts InternationalStock145$7.00K<0.1%––History
MCHPMicrochip Technology IncStock90$7.00K<0.1%––History
POWLPowell Industries IncStock218$7.00K<0.1%––History
FLRFluor CorpStock300$7.00K<0.1%––History
MELIMercadolibre IncCOM5$7.00K<0.1%––History
CASYCaseys General Stores IncCOM33$7.00K<0.1%––History
MYRGMyr Group Inc.COM64$7.00K<0.1%––History
BHEBenchmark Electronics IncCOM275$7.00K<0.1%––History
RRCRange Resources CorpCOM418$7.00K<0.1%––History
LOGILogitech International S.A.SHS83$7.00K<0.1%––History
ITGartner IncCOM23$7.00K<0.1%––History
BBWIBath & Body Works, Inc.COM99$7.00K<0.1%––History
SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-SabespSPONSORED ADR936$7.00K<0.1%––History
JXNJackson Financial Inc.COM CL A161$7.00K<0.1%––History
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR720$7.00K<0.1%––History
GGGGraco IncCOM87$7.00K<0.1%––History
GLNGGolar LNG LtdSHS575$7.00K<0.1%––History
MKTXMarketaxess Holdings IncCOM18$7.00K<0.1%––History
FMCFMC CorpCOM NEW59$7.00K<0.1%––History
PTENPatterson Uti Energy IncCOM810$7.00K<0.1%––History
DVADavita Inc.COM59$7.00K<0.1%––History
KEYKeycorpCOM312$7.00K<0.1%––History
THCTenet Healthcare CorpCOM NEW92$7.00K<0.1%––History
PBR.APetrobras - Petroleo Brasileiro SASP ADR NON VTG625$7.00K<0.1%––History
CBUCommunity Financial System, Inc.COM93$7.00K<0.1%––History
Flexshares Tr33939L605IBOXX 5YR TRGT247$7.00K<0.1%–––
DFINDonnelley Financial Solutions, Inc.COM146$7.00K<0.1%––History
TILEInterface IncCOM405$7.00K<0.1%––History
PRSUPursuit Attractions & Hospitality, Inc.COM157$7.00K<0.1%––History
GLPIGaming & Leisure Properties, Inc.COM142$7.00K<0.1%––History
IMOImperial Oil LtdCOM NEW189$7.00K<0.1%––History
AVAHAveanna Healthcare Holdings, Inc.COM946$7.00K<0.1%––History
PNWPinnacle West Capital CorpCOM101$7.00K<0.1%––History
UVEUniversal Insurance Holdings, Inc.COM402$7.00K<0.1%––History
HSTHost Hotels & Resorts, Inc.COM424$7.00K<0.1%––History
DTMDT Midstream, Inc.COMMON STOCK139$7.00K<0.1%––History
ZIONZions Bancorporation, National AssociationCOM111$7.00K<0.1%––History
ANFAbercrombie & Fitch CoCL A207$7.00K<0.1%––History
OISOil States International, IncCOM1,465$7.00K<0.1%––History
WFC.PLWells Fargo & CompanyPERP PFD CNV A5$7.00K<0.1%––History
NEONeogenomics IncCOM NEW206$7.00K<0.1%––History
ASANAsana, Inc.CL A95$7.00K<0.1%––History
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF138$7.00K<0.1%–––
UNFUnifirst CorpCOM32$7.00K<0.1%––History
INSPInspire Medical Systems, Inc.COM32$7.00K<0.1%––History
VTOLBristow Group Inc.COM241$7.00K<0.1%––History
AHRTAH Realty Trust, Inc.COM456$7.00K<0.1%––History
BBTBeacon Financial CorpCOM246$7.00K<0.1%––History
BLNKBlink Charging Co.COM250$7.00K<0.1%––History
CLDTChatham Lodging TrustCOM502$7.00K<0.1%––History
CMTLComtech Telecommunications CorpCOM NEW289$7.00K<0.1%––History
CRCTCricut, Inc.COM CL A327$7.00K<0.1%––History
DBIDesigner Brands Inc.CL A511$7.00K<0.1%––History
MOVMovado Group IncCOM150$7.00K<0.1%––History
PRKPark National CorpCOM49$7.00K<0.1%––History
SAFTSafety Insurance Group IncCOM87$7.00K<0.1%––History
SBSISouthside Bancshares IncCOM158$7.00K<0.1%––History
TDOCTeladoc Health, Inc.COM77$7.00K<0.1%––History
CVGWCalavo Growers IncCOM172$7.00K<0.1%––History
DENDenbury IncCOM95$7.00K<0.1%––History
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7.00K<0.1%–––
ETRNMidstream Co LLCCOM680$7.00K<0.1%––History
HOLXHologic IncCOM92$7.00K<0.1%––History
OPIOffice Properties Income TrustCOM SHS BEN INT278$7.00K<0.1%––History
PIPRPiper Sandler CompaniesCOM41$7.00K<0.1%––History
SJISouth Jersey Industries IncCOM263$7.00K<0.1%––History
STFCState Auto Financial CORPCOM132$7.00K<0.1%––History