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 |
|---|---|---|---|---|---|---|---|
| INFOIHS Markit Ltd. | SHS | 56 | $7.00K | <0.1% | – | – | History |
| WEBRWeber Inc. | CL A | 538 | $7.00K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 98 | $8.00K | <0.1% | – | – | History |
| CMICummins Inc | Stock | 34 | $8.00K | <0.1% | – | – | History |
| GDGeneral Dynamics Corp | Stock | 37 | $8.00K | <0.1% | – | – | History |
| MKCMcCormick & Co Inc | Stock | 86 | $8.00K | <0.1% | – | – | History |
| PLUGPlug Power Inc | Stock | 282 | $8.00K | <0.1% | – | – | History |
| WHRWhirlpool Corp | Stock | 34 | $8.00K | <0.1% | – | – | History |
| PTCPTC Inc. | Stock | 67 | $8.00K | <0.1% | – | – | History |
| RCReady Capital Corp | COM | 544 | $8.00K | <0.1% | – | – | History |
| DNOWDNOW Inc. | COM | 913 | $8.00K | <0.1% | – | – | History |
| CPBCAMPBELL'S Co | COM | 178 | $8.00K | <0.1% | – | – | History |
| TCOMTrip.com Group Ltd | ADS | 293 | $8.00K | <0.1% | – | – | History |
| AROCArchrock, Inc. | COM | 1,028 | $8.00K | <0.1% | – | – | History |
| BVNBuenaventura Mining Co Inc | SPONSORED ADR | 1,047 | $8.00K | <0.1% | – | – | History |
| NTESNetEase, Inc. | SPONSORED ADS | 78 | $8.00K | <0.1% | – | – | History |
| BENFranklin Templeton Inc | COM | 267 | $8.00K | <0.1% | – | – | History |
| AINAlbany International Corp | CL A | 87 | $8.00K | <0.1% | – | – | History |
| MOG.AMoog Inc. | CL A | 95 | $8.00K | <0.1% | – | – | History |
| CVCOCavco Industries, Inc. | COM | 27 | $8.00K | <0.1% | – | – | History |
| XMTRXometry, Inc. | CLASS A COM | 162 | $8.00K | <0.1% | – | – | History |
| RSIRush Street Interactive, Inc. | COM | 488 | $8.00K | <0.1% | – | – | History |
| ADUSAddus HomeCare Corp | COM | 85 | $8.00K | <0.1% | – | – | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 251 | $8.00K | <0.1% | – | – | History |
| PJTPJT Partners Inc. | COM CL A | 105 | $8.00K | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 21 | $8.00K | <0.1% | – | – | History |
| TBITrueBlue, Inc. | COM | 287 | $8.00K | <0.1% | – | – | History |
| ABEVAmbev S.A. | SPONSORED ADR | 3,034 | $8.00K | <0.1% | – | – | History |
| NWBINorthwest Bancshares, Inc. | COM | 558 | $8.00K | <0.1% | – | – | History |
| PPLTabrdn Platinum ETF Trust | PHYSCL PLATM SHS | 85 | $8.00K | <0.1% | – | – | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 48 | $8.00K | <0.1% | – | – | – |
| WKCWorld Kinect Corp | COM | 317 | $8.00K | <0.1% | – | – | History |
| MTUSMetallus Inc. | COM | 491 | $8.00K | <0.1% | – | – | History |
| EIGEmployers Holdings, Inc. | COM | 183 | $8.00K | <0.1% | – | – | History |
| CHGGChegg, Inc | COM | 258 | $8.00K | <0.1% | – | – | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 236 | $8.00K | <0.1% | – | – | History |
| MERCMercer International Inc. | COM | 610 | $8.00K | <0.1% | – | – | History |
| MEIMethode Electronics Inc | COM | 165 | $8.00K | <0.1% | – | – | History |
| SCHLScholastic Corp | COM | 193 | $8.00K | <0.1% | – | – | History |
| TASKTaskUs, Inc. | CLASS A COM | 140 | $8.00K | <0.1% | – | – | History |
| TDAYUSA TODAY Co., Inc. | COM | 1,441 | $8.00K | <0.1% | – | – | History |
| CSIICardiovascular Systems Inc | COM | 446 | $8.00K | <0.1% | – | – | History |
| DRDDrdgold Ltd | SPON ADR REPSTG | 1,000 | $8.00K | <0.1% | – | – | History |
| HBIHanesbrands Inc. | COM | 486 | $8.00K | <0.1% | – | – | History |
| HAHawaiian Holdings Inc | COM | 429 | $8.00K | <0.1% | – | – | History |
| OFEDOconee Federal Financial Corp. | COM | 375 | $8.00K | <0.1% | – | – | History |
| PAYAPaya Holdings Inc. | COM CL A | 1,322 | $8.00K | <0.1% | – | – | History |
| SMARSmartsheet Inc | COM CL A | 105 | $8.00K | <0.1% | – | – | History |
| TELFYTelefonica S A | SPONSORED ADR | 1,830 | $8.00K | <0.1% | – | – | History |
| VLDRVelodyne Lidar, Inc. | COM | 1,683 | $8.00K | <0.1% | – | – | History |
| TSEOQTrinseo PLC | COM | 151 | $8.00K | <0.1% | – | – | History |
| Schwab International Equity ETF808524805 | ETF | 229 | $9.00K | <0.1% | – | – | – |
| SNOWSnowflake Inc. | Stock | 27 | $9.00K | <0.1% | – | – | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 125 | $9.00K | <0.1% | – | – | – |
| QRVOQorvo, Inc. | Stock | 54 | $9.00K | <0.1% | – | – | History |
| ONCBeOne Medicines Ltd. | ADR | 34 | $9.00K | <0.1% | – | – | History |
| SLABSilicon Laboratories Inc. | Stock | 43 | $9.00K | <0.1% | – | – | History |
| BPMCBlueprint Medicines Corp | COM | 81 | $9.00K | <0.1% | – | – | History |
| BALLBALL Corp | COM | 95 | $9.00K | <0.1% | – | – | History |
| HEI.AHeico Corp | CL A | 71 | $9.00K | <0.1% | – | – | History |
| CENXCentury Aluminum Co | COM | 574 | $9.00K | <0.1% | – | – | History |
| OMCOmnicom Group Inc. | COM | 126 | $9.00K | <0.1% | – | – | History |
| DRIDarden Restaurants Inc | COM | 55 | $9.00K | <0.1% | – | – | History |
| AVAAvista Corp | COM | 223 | $9.00K | <0.1% | – | – | History |
| TXTTextron Inc | COM | 121 | $9.00K | <0.1% | – | – | History |
| NTRANatera, Inc. | COM | 92 | $9.00K | <0.1% | – | – | History |
| Timothy Plan887432359 | US LRGMD CP CORE | 244 | $9.00K | <0.1% | – | – | – |
| ARWArrow Electronics, Inc. | COM | 67 | $9.00K | <0.1% | – | – | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 283 | $9.00K | <0.1% | – | – | – |
| MFCManulife Financial Corp | COM | 466 | $9.00K | <0.1% | – | – | History |
| HRLHormel Foods Corp | COM | 180 | $9.00K | <0.1% | – | – | History |
| SSPE.W. Scripps Co | CL A NEW | 435 | $9.00K | <0.1% | – | – | History |
| VNOVornado Realty Trust | SH BEN INT | 213 | $9.00K | <0.1% | – | – | History |
| TRPTC Energy Corp | COM | 194 | $9.00K | <0.1% | – | – | History |
| TTMITTM Technologies Inc | COM | 578 | $9.00K | <0.1% | – | – | History |
| DTEDte Energy Co | COM | 73 | $9.00K | <0.1% | – | – | History |
| iShares Tr46435G326 | CORE MSCI INTL | 127 | $9.00K | <0.1% | – | – | – |
| HALOHalozyme Therapeutics, Inc. | COM | 215 | $9.00K | <0.1% | – | – | History |
| SPDR Series Trust78468R812 | ST STR MSCI USAQ | 71 | $9.00K | <0.1% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 225 | $9.00K | <0.1% | – | – | – |
| LUVSouthwest Airlines Co | COM | 207 | $9.00K | <0.1% | – | – | History |
| DGXQuest Diagnostics Inc | COM | 51 | $9.00K | <0.1% | – | – | History |
| STLDSteel Dynamics Inc | COM | 157 | $9.00K | <0.1% | – | – | History |
| LILi Auto Inc. | SPONSORED ADS | 292 | $9.00K | <0.1% | – | – | History |
| GDOTGreen Dot Corp | CL A | 271 | $9.00K | <0.1% | – | – | History |
| NATNordic American Tankers Ltd | COM | 5,312 | $9.00K | <0.1% | – | – | History |
| RESRPC Inc | COM | 2,038 | $9.00K | <0.1% | – | – | History |
| ADTNADTRAN Holdings, Inc. | COM | 362 | $9.00K | <0.1% | – | – | History |
| Barnes Group Inc067806109 | COM | 207 | $9.00K | <0.1% | – | – | – |
| BRF SA10552T107 | SPONSORED ADR | 2,271 | $9.00K | <0.1% | – | – | – |
| China Petroleum & Chemical C16941R108 | SPON ADR H SHS | 184 | $9.00K | <0.1% | – | – | – |
| Direxion Shs ETF Tr25459Y694 | DLY FIN BULL NEW | 72 | $9.00K | <0.1% | – | – | – |
| FRTAForterra, Inc. | COM | 371 | $9.00K | <0.1% | – | – | History |
| GWBGreat Western Bancorp, Inc. | COM | 266 | $9.00K | <0.1% | – | – | History |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 81 | $9.00K | <0.1% | – | – | – |
| KRTXKaruna Therapeutics, Inc. | COM | 65 | $9.00K | <0.1% | – | – | History |
| MSBMesabi Trust | CTF BEN INT | 345 | $9.00K | <0.1% | – | – | History |
| NTUSNatus Medical Inc | COM | 386 | $9.00K | <0.1% | – | – | History |
| BHVNBiohaven Ltd. | COM | 68 | $9.00K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 165 | $10.0K | <0.1% | – | – | History |