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 |
|---|---|---|---|---|---|---|---|
| GLNGGolar LNG Ltd | SHS | 575 | $7.00K | <0.1% | – | – | History |
| MKTXMarketaxess Holdings Inc | COM | 18 | $7.00K | <0.1% | – | – | History |
| FMCFMC Corp | COM NEW | 59 | $7.00K | <0.1% | – | – | History |
| PTENPatterson Uti Energy Inc | COM | 810 | $7.00K | <0.1% | – | – | History |
| DVADavita Inc. | COM | 59 | $7.00K | <0.1% | – | – | History |
| KEYKeycorp | COM | 312 | $7.00K | <0.1% | – | – | History |
| THCTenet Healthcare Corp | COM NEW | 92 | $7.00K | <0.1% | – | – | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 625 | $7.00K | <0.1% | – | – | History |
| CBUCommunity Financial System, Inc. | COM | 93 | $7.00K | <0.1% | – | – | History |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 247 | $7.00K | <0.1% | – | – | – |
| DFINDonnelley Financial Solutions, Inc. | COM | 146 | $7.00K | <0.1% | – | – | History |
| TILEInterface Inc | COM | 405 | $7.00K | <0.1% | – | – | History |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 157 | $7.00K | <0.1% | – | – | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 142 | $7.00K | <0.1% | – | – | History |
| IMOImperial Oil Ltd | COM NEW | 189 | $7.00K | <0.1% | – | – | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 946 | $7.00K | <0.1% | – | – | History |
| PNWPinnacle West Capital Corp | COM | 101 | $7.00K | <0.1% | – | – | History |
| UVEUniversal Insurance Holdings, Inc. | COM | 402 | $7.00K | <0.1% | – | – | History |
| HSTHost Hotels & Resorts, Inc. | COM | 424 | $7.00K | <0.1% | – | – | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 139 | $7.00K | <0.1% | – | – | History |
| ZIONZions Bancorporation, National Association | COM | 111 | $7.00K | <0.1% | – | – | History |
| ANFAbercrombie & Fitch Co | CL A | 207 | $7.00K | <0.1% | – | – | History |
| OISOil States International, Inc | COM | 1,465 | $7.00K | <0.1% | – | – | History |
| WFC.PLWells Fargo & Company | PERP PFD CNV A | 5 | $7.00K | <0.1% | – | – | History |
| NEONeogenomics Inc | COM NEW | 206 | $7.00K | <0.1% | – | – | History |
| ASANAsana, Inc. | CL A | 95 | $7.00K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 138 | $7.00K | <0.1% | – | – | – |
| UNFUnifirst Corp | COM | 32 | $7.00K | <0.1% | – | – | History |
| INSPInspire Medical Systems, Inc. | COM | 32 | $7.00K | <0.1% | – | – | History |
| VTOLBristow Group Inc. | COM | 241 | $7.00K | <0.1% | – | – | History |
| AHRTAH Realty Trust, Inc. | COM | 456 | $7.00K | <0.1% | – | – | History |
| BBTBeacon Financial Corp | COM | 246 | $7.00K | <0.1% | – | – | History |
| BLNKBlink Charging Co. | COM | 250 | $7.00K | <0.1% | – | – | History |
| CLDTChatham Lodging Trust | COM | 502 | $7.00K | <0.1% | – | – | History |
| CMTLComtech Telecommunications Corp | COM NEW | 289 | $7.00K | <0.1% | – | – | History |
| CRCTCricut, Inc. | COM CL A | 327 | $7.00K | <0.1% | – | – | History |
| DBIDesigner Brands Inc. | CL A | 511 | $7.00K | <0.1% | – | – | History |
| MOVMovado Group Inc | COM | 150 | $7.00K | <0.1% | – | – | History |
| PRKPark National Corp | COM | 49 | $7.00K | <0.1% | – | – | History |
| SAFTSafety Insurance Group Inc | COM | 87 | $7.00K | <0.1% | – | – | History |
| SBSISouthside Bancshares Inc | COM | 158 | $7.00K | <0.1% | – | – | History |
| TDOCTeladoc Health, Inc. | COM | 77 | $7.00K | <0.1% | – | – | History |
| CVGWCalavo Growers Inc | COM | 172 | $7.00K | <0.1% | – | – | History |
| DENDenbury Inc | COM | 95 | $7.00K | <0.1% | – | – | History |
| Direxion Shs ETF Tr25460G864 | DAILY RGNAL BULL | 140 | $7.00K | <0.1% | – | – | – |
| ETRNMidstream Co LLC | COM | 680 | $7.00K | <0.1% | – | – | History |
| HOLXHologic Inc | COM | 92 | $7.00K | <0.1% | – | – | History |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 278 | $7.00K | <0.1% | – | – | History |
| PIPRPiper Sandler Companies | COM | 41 | $7.00K | <0.1% | – | – | History |
| SJISouth Jersey Industries Inc | COM | 263 | $7.00K | <0.1% | – | – | History |
| STFCState Auto Financial CORP | COM | 132 | $7.00K | <0.1% | – | – | History |
| INFOIHS Markit Ltd. | SHS | 56 | $7.00K | <0.1% | – | – | History |
| WEBRWeber Inc. | CL A | 538 | $7.00K | <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 |
| Vanguard Scottsdale FDS92206C664 | VNG RUS2000IDX | 64 | $6.00K | <0.1% | – | – | – |
| TRMKTrustmark Corp | COM | 198 | $6.00K | <0.1% | – | – | History |
| NVRNVR Inc | COM | 1 | $6.00K | <0.1% | – | – | History |
| XPROExpro Ltd | COM | 431 | $6.00K | <0.1% | – | – | History |
| CFGCitizens Financial Group Inc | COM | 125 | $6.00K | <0.1% | – | – | History |
| QTWOQ2 Holdings, Inc. | COM | 80 | $6.00K | <0.1% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 21 | $6.00K | <0.1% | – | – | – |
| EXPDExpeditors International of Washington Inc | COM | 46 | $6.00K | <0.1% | – | – | History |