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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
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
EVRGEvergy, Inc.Stock70$5.00K<0.1%––History
AFLAflac IncStock89$5.00K<0.1%––History
CMCCommercial Metals CoStock135$5.00K<0.1%––History
PIIPolaris Inc.Stock50$5.00K<0.1%––History
CCJCameco CorpStock216$5.00K<0.1%––History
SPOTSpotify Technology S.A.Stock21$5.00K<0.1%––History
AGNCAGNC Investment Corp.REIT320$5.00K<0.1%––History
NTLAIntellia Therapeutics, Inc.COM44$5.00K<0.1%––History
MASMasco CorpCOM67$5.00K<0.1%––History
iShares Tr464288513IBOXX HI YD ETF53$5.00K<0.1%–––
TGITriumph Group IncCOM247$5.00K<0.1%––History
ARGXArgenx SESPONSORED ADR13$5.00K<0.1%––History
SYFSynchrony FinancialCOM94$5.00K<0.1%––History
TGTXTG Therapeutics, Inc.COM240$5.00K<0.1%––History
WATWaters CorpCOM14$5.00K<0.1%––History
Nushares ETF Tr67092P607NUVEEN ESG SMLCP115$5.00K<0.1%–––
iShares Inc464286749MSCI SWITZERLAND100$5.00K<0.1%–––
PFBCPreferred BankCOM NEW75$5.00K<0.1%––History
AEOAmerican Eagle Outfitters IncCOM188$5.00K<0.1%––History
GAPGap IncCOM255$5.00K<0.1%––History
ENVAEnova International, Inc.COM120$5.00K<0.1%––History
VACMarriott Vacations Worldwide CorpCOM30$5.00K<0.1%––History
BCOBrinks CoCOM83$5.00K<0.1%––History
IGRCbre Global Real Estate Income FundCOM551$5.00K<0.1%––History
CBOECboe Global Markets, Inc.COM35$5.00K<0.1%––History
AREAlexandria Real Estate Equities, Inc.COM21$5.00K<0.1%––History
ABGAsbury Automotive Group IncCOM29$5.00K<0.1%––History
PGNYProgyny, Inc.COM105$5.00K<0.1%––History
INSMINSMED IncCOM PAR $.01181$5.00K<0.1%––History
MACMacerich CoCOM294$5.00K<0.1%––History
CTSCTS CorpCOM146$5.00K<0.1%––History
STLAStellantis N.V.SHS270$5.00K<0.1%––History
DDOGDatadog, Inc.CL A COM30$5.00K<0.1%––History
FCPTFour Corners Property Trust, Inc.COM165$5.00K<0.1%––History
CVECenovus Energy Inc.COM382$5.00K<0.1%––History
NOKNokia CorpSPONSORED ADR795$5.00K<0.1%––History
CNKCinemark Holdings, Inc.COM290$5.00K<0.1%––History
NHINational Health Investors IncCOM89$5.00K<0.1%––History
KOFCoca Cola Femsa SAB de CVSPONS ADS REP91$5.00K<0.1%––History
NSANational Storage Affiliates TrustCOM SHS BEN IN66$5.00K<0.1%––History
EGEverest Group, Ltd.COM19$5.00K<0.1%––History
BTUPeabody Energy CorpCOM520$5.00K<0.1%––History
CHEFChefs' Warehouse, Inc.COM153$5.00K<0.1%––History
IPInternational Paper CoCOM117$5.00K<0.1%––History
ALKAlaska Air Group, Inc.COM99$5.00K<0.1%––History
AVBAvalonbay Communities IncCOM22$5.00K<0.1%––History
VVXV2X, Inc.COM120$5.00K<0.1%––History
CWSTCasella Waste Systems IncCL A64$5.00K<0.1%––History
CYRXCryoport, Inc.COM PAR $0.00178$5.00K<0.1%––History
Pacer FDS Tr69374H741DATA AND INFRAST119$5.00K<0.1%–––
CVICVR Energy IncCOM299$5.00K<0.1%––History
ACICAmerican Coastal Insurance CorpCOM984$5.00K<0.1%––History
ARVNArvinas, Inc.COM58$5.00K<0.1%––History
BILIBilibili Inc.SPONS ADS REP Z100$5.00K<0.1%––History
CALCaleres IncCOM215$5.00K<0.1%––History
EFCEllington Financial Inc.COM315$5.00K<0.1%––History
GOGrocery Outlet Holding Corp.COM181$5.00K<0.1%––History
JBSSSanfilippo John B & Son IncCOM52$5.00K<0.1%––History
SEDGSolaredge Technologies, Inc.COM17$5.00K<0.1%––History
VITLVital Farms, Inc.COM285$5.00K<0.1%––History
WORWorthington Enterprises, Inc.COM96$5.00K<0.1%––History
ADVAdvantage Solutions Inc.COM CL A632$5.00K<0.1%––History
CKXCKX Lands, Inc.COM400$5.00K<0.1%––History
CPECallon Petroleum CoCOM107$5.00K<0.1%––History
CNRCore Natural Resources, Inc.COM211$5.00K<0.1%––History
EVBGEverbridge, Inc.COM81$5.00K<0.1%––History
FSTFAST Acquisition Corp.COM CL A528$5.00K<0.1%––History
MAGNMagnera CorpCOM308$5.00K<0.1%––History
Global X FDS37950E408MSCI CHINA CNSMR190$5.00K<0.1%–––
HAYNHaynes International IncCOM NEW123$5.00K<0.1%––History
IAAIAA, Inc.COM104$5.00K<0.1%––History
Natura &CO Hldg S A63884N108ADS494$5.00K<0.1%–––
OSHOak Street Health, Inc.COM161$5.00K<0.1%––History
PBCTPeople's United Financial, Inc.COM283$5.00K<0.1%––History
PROPROS Holdings, Inc.COM135$5.00K<0.1%––History
UPLDUpland Software, Inc.COM257$5.00K<0.1%––History
UBAUrstadt Biddle Properties IncCL A215$5.00K<0.1%––History
VTRVentas, Inc.REIT89$4.00K<0.1%––History