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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
ARWArrow Electronics, Inc.COM67$9.00K<0.1%––History
Nushares ETF Tr67092P888NUVEEN ESG EMRGN283$9.00K<0.1%–––
MFCManulife Financial CorpCOM466$9.00K<0.1%––History
HRLHormel Foods CorpCOM180$9.00K<0.1%––History
SSPE.W. Scripps CoCL A NEW435$9.00K<0.1%––History
VNOVornado Realty TrustSH BEN INT213$9.00K<0.1%––History
TRPTC Energy CorpCOM194$9.00K<0.1%––History
TTMITTM Technologies IncCOM578$9.00K<0.1%––History
DTEDte Energy CoCOM73$9.00K<0.1%––History
iShares Tr46435G326CORE MSCI INTL127$9.00K<0.1%–––
HALOHalozyme Therapeutics, Inc.COM215$9.00K<0.1%––History
SPDR Series Trust78468R812ST STR MSCI USAQ71$9.00K<0.1%–––
iShares Tr464288687PFD AND INCM SEC225$9.00K<0.1%–––
LUVSouthwest Airlines CoCOM207$9.00K<0.1%––History
DGXQuest Diagnostics IncCOM51$9.00K<0.1%––History
STLDSteel Dynamics IncCOM157$9.00K<0.1%––History
LILi Auto Inc.SPONSORED ADS292$9.00K<0.1%––History
GDOTGreen Dot CorpCL A271$9.00K<0.1%––History
NATNordic American Tankers LtdCOM5,312$9.00K<0.1%––History
RESRPC IncCOM2,038$9.00K<0.1%––History
ADTNADTRAN Holdings, Inc.COM362$9.00K<0.1%––History
Barnes Group Inc067806109COM207$9.00K<0.1%–––
BRF SA10552T107SPONSORED ADR2,271$9.00K<0.1%–––
China Petroleum & Chemical C16941R108SPON ADR H SHS184$9.00K<0.1%–––
Direxion Shs ETF Tr25459Y694DLY FIN BULL NEW72$9.00K<0.1%–––
FRTAForterra, Inc.COM371$9.00K<0.1%––History
GWBGreat Western Bancorp, Inc.COM266$9.00K<0.1%––History
J P Morgan Exchange-Traded F46641Q738BETBULD MSCI81$9.00K<0.1%–––
KRTXKaruna Therapeutics, Inc.COM65$9.00K<0.1%––History
MSBMesabi TrustCTF BEN INT345$9.00K<0.1%––History
NTUSNatus Medical IncCOM386$9.00K<0.1%––History
BHVNBiohaven Ltd.COM68$9.00K<0.1%––History
JCIJohnson Controls International plcStock98$8.00K<0.1%––History
CMICummins IncStock34$8.00K<0.1%––History
GDGeneral Dynamics CorpStock37$8.00K<0.1%––History
MKCMcCormick & Co IncStock86$8.00K<0.1%––History
PLUGPlug Power IncStock282$8.00K<0.1%––History
WHRWhirlpool CorpStock34$8.00K<0.1%––History
PTCPTC Inc.Stock67$8.00K<0.1%––History
RCReady Capital CorpCOM544$8.00K<0.1%––History
DNOWDNOW Inc.COM913$8.00K<0.1%––History
CPBCAMPBELL'S CoCOM178$8.00K<0.1%––History
TCOMTrip.com Group LtdADS293$8.00K<0.1%––History
AROCArchrock, Inc.COM1,028$8.00K<0.1%––History
BVNBuenaventura Mining Co IncSPONSORED ADR1,047$8.00K<0.1%––History
NTESNetEase, Inc.SPONSORED ADS78$8.00K<0.1%––History
BENFranklin Templeton IncCOM267$8.00K<0.1%––History
AINAlbany International CorpCL A87$8.00K<0.1%––History
MOG.AMoog Inc.CL A95$8.00K<0.1%––History
CVCOCavco Industries, Inc.COM27$8.00K<0.1%––History
XMTRXometry, Inc.CLASS A COM162$8.00K<0.1%––History
RSIRush Street Interactive, Inc.COM488$8.00K<0.1%––History
ADUSAddus HomeCare CorpCOM85$8.00K<0.1%––History
HSBCHSBC Holdings PLCSPON ADR NEW251$8.00K<0.1%––History
PJTPJT Partners Inc.COM CL A105$8.00K<0.1%––History
ILMNIllumina, Inc.COM21$8.00K<0.1%––History
TBITrueBlue, Inc.COM287$8.00K<0.1%––History
ABEVAmbev S.A.SPONSORED ADR3,034$8.00K<0.1%––History
NWBINorthwest Bancshares, Inc.COM558$8.00K<0.1%––History
PPLTabrdn Platinum ETF TrustPHYSCL PLATM SHS85$8.00K<0.1%––History
iShares Tr464287630RUS 2000 VAL ETF48$8.00K<0.1%–––
WKCWorld Kinect CorpCOM317$8.00K<0.1%––History
MTUSMetallus Inc.COM491$8.00K<0.1%––History
EIGEmployers Holdings, Inc.COM183$8.00K<0.1%––History
CHGGChegg, IncCOM258$8.00K<0.1%––History
DCOMDime Commercial Bancshares, Inc.COM236$8.00K<0.1%––History
MERCMercer International Inc.COM610$8.00K<0.1%––History
MEIMethode Electronics IncCOM165$8.00K<0.1%––History
SCHLScholastic CorpCOM193$8.00K<0.1%––History
TASKTaskUs, Inc.CLASS A COM140$8.00K<0.1%––History
TDAYUSA TODAY Co., Inc.COM1,441$8.00K<0.1%––History
CSIICardiovascular Systems IncCOM446$8.00K<0.1%––History
DRDDrdgold LtdSPON ADR REPSTG1,000$8.00K<0.1%––History
HBIHanesbrands Inc.COM486$8.00K<0.1%––History
HAHawaiian Holdings IncCOM429$8.00K<0.1%––History
OFEDOconee Federal Financial Corp.COM375$8.00K<0.1%––History
PAYAPaya Holdings Inc.COM CL A1,322$8.00K<0.1%––History
SMARSmartsheet IncCOM CL A105$8.00K<0.1%––History
TELFYTelefonica S ASPONSORED ADR1,830$8.00K<0.1%––History
VLDRVelodyne Lidar, Inc.COM1,683$8.00K<0.1%––History
TSEOQTrinseo PLCCOM151$8.00K<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