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 |
|---|---|---|---|---|---|---|---|
| PATHUiPath, Inc. | Stock | 215 | $10.0K | <0.1% | – | – | History |
| APAAPA Corp | Stock | 342 | $10.0K | <0.1% | – | – | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 1,490 | $10.0K | <0.1% | – | – | History |
| EFREaton Vance Senior Floating-Rate Trust | COM | 700 | $10.0K | <0.1% | – | – | History |
| SAHSonic Automotive Inc | CL A | 201 | $10.0K | <0.1% | – | – | History |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 1,250 | $10.0K | <0.1% | – | – | History |
| RWTRedwood Trust Inc | COM | 755 | $10.0K | <0.1% | – | – | History |
| CPACopa Holdings, S.A. | CL A | 124 | $10.0K | <0.1% | – | – | History |
| PRDOPerdoceo Education Corp | COM | 862 | $10.0K | <0.1% | – | – | History |
| HCCWarrior Met Coal, Inc. | COM | 384 | $10.0K | <0.1% | – | – | History |
| LITELumentum Holdings Inc. | COM | 95 | $10.0K | <0.1% | – | – | History |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 62 | $10.0K | <0.1% | – | – | History |
| FITBFifth Third Bancorp | COM | 229 | $10.0K | <0.1% | – | – | History |
| MDBMongoDB, Inc. | CL A | 18 | $10.0K | <0.1% | – | – | History |
| CPRICapri Holdings Ltd | SHS | 157 | $10.0K | <0.1% | – | – | History |
| IPARInterparfums Inc | COM | 87 | $10.0K | <0.1% | – | – | History |
| GRFSGrifols SA | SP ADR REP B NVT | 922 | $10.0K | <0.1% | – | – | History |
| VREXVarex Imaging Corp | COM | 340 | $10.0K | <0.1% | – | – | History |
| RHRH | COM | 19 | $10.0K | <0.1% | – | – | History |
| NPOEnpro Inc. | COM | 94 | $10.0K | <0.1% | – | – | History |
| URIUnited Rentals, Inc. | COM | 30 | $10.0K | <0.1% | – | – | History |
| CCRNCross Country Healthcare Inc | COM | 339 | $10.0K | <0.1% | – | – | History |
| LZLegalzoom.com, Inc. | COM | 608 | $10.0K | <0.1% | – | – | History |
| SPTSprout Social, Inc. | COM CL A | 111 | $10.0K | <0.1% | – | – | History |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 163 | $10.0K | <0.1% | – | – | History |
| CCMPCMC Materials, Inc. | COM | 52 | $10.0K | <0.1% | – | – | History |
| WBDWarner Bros. Discovery, Inc. | COM SER A | 437 | $10.0K | <0.1% | – | – | History |
| DEAEasterly Government Properties, Inc. | COM | 427 | $10.0K | <0.1% | – | – | History |
| GESGuess Inc | COM | 443 | $10.0K | <0.1% | – | – | History |
| JHXJames Hardie Industries plc | SPONSORED ADR | 240 | $10.0K | <0.1% | – | – | History |
| KAMNKAMAN Corp | COM | 234 | $10.0K | <0.1% | – | – | History |
| UNITUniti Group Inc. | COM | 673 | $10.0K | <0.1% | – | – | History |
| PENGPenguin Solutions, Inc. | SHS | 141 | $10.0K | <0.1% | – | – | History |
| MTTRMatterport, Inc. | COM CL A | 500 | $10.0K | <0.1% | – | – | History |
| UNMUnum Group | Stock | 449 | $11.0K | <0.1% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 600 | $11.0K | <0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 56 | $11.0K | <0.1% | – | – | History |
| KNSLKinsale Capital Group, Inc. | Stock | 46 | $11.0K | <0.1% | – | – | History |
| APEIAmerican Public Education Inc | Stock | 498 | $11.0K | <0.1% | – | – | History |
| AKAMAkamai Technologies Inc | COM | 90 | $11.0K | <0.1% | – | – | History |
| Barrick Gold Corp067901108 | COM | 600 | $11.0K | <0.1% | – | – | – |
| ICLRIcon PLC | COM | 36 | $11.0K | <0.1% | – | – | History |
| STBAS&T Bancorp Inc | COM | 358 | $11.0K | <0.1% | – | – | History |
| Global X FDS37954Y657 | US PFD ETF | 413 | $11.0K | <0.1% | – | – | – |
| BIOBio-Rad Laboratories, Inc. | CL A | 14 | $11.0K | <0.1% | – | – | History |
| BWABorgwarner Inc | COM | 244 | $11.0K | <0.1% | – | – | History |
| IRTIndependence Realty Trust, Inc. | COM | 440 | $11.0K | <0.1% | – | – | History |
| SCSCScansource, Inc. | COM | 314 | $11.0K | <0.1% | – | – | History |
| SUISun Communities Inc | COM | 52 | $11.0K | <0.1% | – | – | History |
| WINGWingstop Inc. | COM | 64 | $11.0K | <0.1% | – | – | History |
| MSMMSC Industrial Direct Co Inc | CL A | 134 | $11.0K | <0.1% | – | – | History |
| CNQCanadian Natural Resources Ltd | COM | 244 | $11.0K | <0.1% | – | – | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 110 | $11.0K | <0.1% | – | – | – |
| VICIVici Properties Inc. | COM | 357 | $11.0K | <0.1% | – | – | History |
| PBFPBF Energy Inc. | CL A | 846 | $11.0K | <0.1% | – | – | History |
| PEverpure, Inc. | CL A | 338 | $11.0K | <0.1% | – | – | History |
| SMSM Energy Co | COM | 361 | $11.0K | <0.1% | – | – | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 319 | $11.0K | <0.1% | – | – | – |
| QSRRestaurant Brands International Inc. | COM | 184 | $11.0K | <0.1% | – | – | History |
| GCOGenesco Inc | COM | 169 | $11.0K | <0.1% | – | – | History |
| PHIPLDT Inc. | SPONSORED ADR | 294 | $11.0K | <0.1% | – | – | History |
| MNRLMNRL Sub Inc. | CL A COM | 512 | $11.0K | <0.1% | – | – | History |
| CPCanadian Pacific Kansas City Ltd | COM | 155 | $11.0K | <0.1% | – | – | History |
| TASTCarrols Restaurant Group, Inc. | COM | 3,723 | $11.0K | <0.1% | – | – | History |
| MDCSekisui House U.S., Inc. | COM | 196 | $11.0K | <0.1% | – | – | History |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 260 | $11.0K | <0.1% | – | – | – |
| RPT Realty74971D101 | SH BEN INT | 847 | $11.0K | <0.1% | – | – | – |
| SPTNSpartanNash Co | COM | 432 | $11.0K | <0.1% | – | – | History |
| TWTRTwitter, Inc. | COM | 251 | $11.0K | <0.1% | – | – | History |
| TELTE Connectivity plc | REG SHS | 69 | $11.0K | <0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 105 | $12.0K | <0.1% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 44 | $12.0K | <0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 144 | $12.0K | <0.1% | – | – | History |
| ProShares Bitcoin ETF74347G440 | ETF | 417 | $12.0K | <0.1% | – | – | – |
| IVZInvesco Ltd. | Stock | 502 | $12.0K | <0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 168 | $12.0K | <0.1% | – | – | – |
| LNTHLantheus Holdings, Inc. | Stock | 425 | $12.0K | <0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 129 | $12.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 380 | $12.0K | <0.1% | – | – | – |
| TMETencent Music Entertainment Group | SPON ADS | 1,809 | $12.0K | <0.1% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 154 | $12.0K | <0.1% | – | – | History |
| CSLCarlisle Companies Inc | COM | 50 | $12.0K | <0.1% | – | – | History |
| NBTBNBT Bancorp Inc | COM | 319 | $12.0K | <0.1% | – | – | History |
| ALGTAllegiant Travel CO | COM | 62 | $12.0K | <0.1% | – | – | History |
| RUNSunrun Inc. | COM | 355 | $12.0K | <0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 4,641 | $12.0K | <0.1% | – | – | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 2,129 | $12.0K | <0.1% | – | – | History |
| ANDEAndersons, Inc. | COM | 305 | $12.0K | <0.1% | – | – | History |
| UHSUniversal Health Services Inc | CL B | 88 | $12.0K | <0.1% | – | – | History |
| HTHHilltop Holdings Inc. | COM | 338 | $12.0K | <0.1% | – | – | History |
| BRCBrady Corp | CL A | 224 | $12.0K | <0.1% | – | – | History |
| FCFFirst Commonwealth Financial Corp | COM | 746 | $12.0K | <0.1% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 139 | $12.0K | <0.1% | – | – | History |
| NTGRNetgear, Inc. | COM | 427 | $12.0K | <0.1% | – | – | History |
| ROKURoku, Inc | COM CL A | 51 | $12.0K | <0.1% | – | – | History |
| MEDPMedpace Holdings, Inc. | COM | 54 | $12.0K | <0.1% | – | – | History |
| STXSeagate Technology Holdings plc | ORD SHS | 105 | $12.0K | <0.1% | – | – | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 200 | $12.0K | <0.1% | – | – | History |
| ASIXAdvanSix Inc. | COM | 273 | $12.0K | <0.1% | – | – | History |
| CWTCalifornia Water Service Group | COM | 168 | $12.0K | <0.1% | – | – | History |