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 |
|---|---|---|---|---|---|---|---|
| GWWW.W. Grainger, Inc. | Stock | 4 | $2.00K | <0.1% | – | – | History |
| State Street Consumer Discretionary Select Sector SPDR ETF81369Y407 | ETF | 12 | $2.00K | <0.1% | – | – | – |
| KTBKontoor Brands, Inc. | Stock | 36 | $2.00K | <0.1% | – | – | History |
| ALBAlbemarle Corp | Stock | 9 | $2.00K | <0.1% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 55 | $2.00K | <0.1% | – | – | – |
| CAHCardinal Health Inc | Stock | 50 | $2.00K | <0.1% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 63 | $2.00K | <0.1% | – | – | History |
| ALKTAlkami Technology, Inc. | Stock | 102 | $2.00K | <0.1% | – | – | History |
| BLDQXO Insulation, LLC | Stock | 8 | $2.00K | <0.1% | – | – | History |
| AEMAgnico Eagle Mines Ltd | Stock | 44 | $2.00K | <0.1% | – | – | History |
| NRGNRG Energy, Inc. | Stock | 54 | $2.00K | <0.1% | – | – | History |
| CUBECubeSmart | REIT | 38 | $2.00K | <0.1% | – | – | History |
| PRVAPrivia Health Group, Inc. | COM | 79 | $2.00K | <0.1% | – | – | History |
| CINFCincinnati Financial Corp | COM | 16 | $2.00K | <0.1% | – | – | History |
| EPACEnerpac Tool Group Corp | CL A COM | 83 | $2.00K | <0.1% | – | – | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 194 | $2.00K | <0.1% | – | – | History |
| MTCHMatch Group, Inc. | COM | 16 | $2.00K | <0.1% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 40 | $2.00K | <0.1% | – | – | History |
| RGENRepligen Corp | COM | 6 | $2.00K | <0.1% | – | – | History |
| ASTHAstrana Health, Inc. | COM NEW | 21 | $2.00K | <0.1% | – | – | History |
| FBINFortune Brands Innovations, Inc. | COM | 17 | $2.00K | <0.1% | – | – | History |
| GKOSGLAUKOS Corp | COM | 44 | $2.00K | <0.1% | – | – | History |
| LKQLKQ Corp | COM | 36 | $2.00K | <0.1% | – | – | History |
| MGYMagnolia Oil & Gas Corp | CL A | 85 | $2.00K | <0.1% | – | – | History |
| TNLTravel & Leisure Co. | COM | 38 | $2.00K | <0.1% | – | – | History |
| CNOCNO Financial Group, Inc. | COM | 68 | $2.00K | <0.1% | – | – | History |
| PBIPitney Bowes Inc | COM | 269 | $2.00K | <0.1% | – | – | History |
| RDNTRadNet, Inc. | COM | 53 | $2.00K | <0.1% | – | – | History |
| RLRalph Lauren Corp | CL A | 19 | $2.00K | <0.1% | – | – | History |
| REGRegency Centers Corp | COM | 23 | $2.00K | <0.1% | – | – | History |
| FEFirstenergy Corp | COM | 39 | $2.00K | <0.1% | – | – | History |
| FTDRFrontdoor, Inc. | COM | 53 | $2.00K | <0.1% | – | – | History |
| BRKRBruker Corp | COM | 25 | $2.00K | <0.1% | – | – | History |
| HRTGHeritage Insurance Holdings, Inc. | COM | 413 | $2.00K | <0.1% | – | – | History |
| IMAXImax Corp | COM | 112 | $2.00K | <0.1% | – | – | History |
| NEUNewmarket Corp | COM | 5 | $2.00K | <0.1% | – | – | History |
| DOUGDouglas Elliman Inc. | COM | 155 | $2.00K | <0.1% | – | – | History |
| SKTTanger Inc. | COM | 101 | $2.00K | <0.1% | – | – | History |
| PNRPENTAIR plc | SHS | 29 | $2.00K | <0.1% | – | – | History |
| ZTOZTO Express (Cayman) Inc. | SPONSORED ADS A | 84 | $2.00K | <0.1% | – | – | History |
| NXRTNexPoint Residential Trust, Inc. | COM | 23 | $2.00K | <0.1% | – | – | History |
| AVYAvery Dennison Corp | COM | 9 | $2.00K | <0.1% | – | – | History |
| LKFNLakeland Financial Corp | COM | 26 | $2.00K | <0.1% | – | – | History |
| BBIOBridgeBio Pharma, Inc. | COM | 109 | $2.00K | <0.1% | – | – | History |
| DNLIDenali Therapeutics Inc. | COM | 51 | $2.00K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 35 | $2.00K | <0.1% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 20 | $2.00K | <0.1% | – | – | – |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 164 | $2.00K | <0.1% | – | – | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 36 | $2.00K | <0.1% | – | – | History |
| PCORProcore Technologies, Inc. | COM | 27 | $2.00K | <0.1% | – | – | History |
| PACBPacific Biosciences of California, Inc. | COM | 113 | $2.00K | <0.1% | – | – | History |
| HMCHonda Motor Co Ltd | ADR ECH CNV IN 3 | 53 | $2.00K | <0.1% | – | – | History |
| MODModine Manufacturing Co | COM | 234 | $2.00K | <0.1% | – | – | History |
| TRGPTarga Resources Corp. | COM | 45 | $2.00K | <0.1% | – | – | History |
| TECKTeck Resources Ltd | CL B | 63 | $2.00K | <0.1% | – | – | History |
| HEIHeico Corp | COM | 15 | $2.00K | <0.1% | – | – | History |
| GTYGetty Realty Corp | COM | 52 | $2.00K | <0.1% | – | – | History |
| MDPediatrix Medical Group, Inc. | COM | 67 | $2.00K | <0.1% | – | – | History |
| HPHelmerich & Payne, Inc. | COM | 74 | $2.00K | <0.1% | – | – | History |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 40 | $2.00K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33733E104 | CAP STRENGTH ETF | 23 | $2.00K | <0.1% | – | – | – |
| HASHasbro, Inc. | COM | 16 | $2.00K | <0.1% | – | – | History |
| SRPTSarepta Therapeutics, Inc. | COM | 17 | $2.00K | <0.1% | – | – | History |
| UGPUltrapar Holdings Inc | SP ADR REP COM | 621 | $2.00K | <0.1% | – | – | History |
| Fidelity Covington Trust316092709 | MSCI INDL INDX | 43 | $2.00K | <0.1% | – | – | – |
| SLGSL Green Realty Corp | COM | 30 | $2.00K | <0.1% | – | – | History |
| CRVLCorvel Corp | COM | 11 | $2.00K | <0.1% | – | – | History |
| CFCF Industries Holdings, Inc. | COM | 28 | $2.00K | <0.1% | – | – | History |
| SIGASiga Technologies Inc | COM | 258 | $2.00K | <0.1% | – | – | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 34 | $2.00K | <0.1% | – | – | History |
| LPGDorian LPG Ltd. | SHS USD | 144 | $2.00K | <0.1% | – | – | History |
| LBRTLiberty Energy Inc. | COM CL A | 194 | $2.00K | <0.1% | – | – | History |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 65 | $2.00K | <0.1% | – | – | History |
| INVAInnoviva, Inc. | COM | 113 | $2.00K | <0.1% | – | – | History |
| OVVOvintiv Inc. | COM | 51 | $2.00K | <0.1% | – | – | History |
| CDXSCodexis, Inc. | COM | 51 | $2.00K | <0.1% | – | – | History |
| TNDMTandem Diabetes Care Inc | COM NEW | 10 | $2.00K | <0.1% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 19 | $2.00K | <0.1% | – | – | History |
| CGCarlyle Group Inc. | COM | 28 | $2.00K | <0.1% | – | – | History |
| ANGOAngiodynamics Inc | COM | 83 | $2.00K | <0.1% | – | – | History |
| TFXTeleflex Inc | COM | 6 | $2.00K | <0.1% | – | – | History |
| GRMNGarmin Ltd | SHS | 18 | $2.00K | <0.1% | – | – | History |
| DLBDolby Laboratories, Inc. | COM CL A | 21 | $2.00K | <0.1% | – | – | History |
| CPFCentral Pacific Financial Corp | COM NEW | 70 | $2.00K | <0.1% | – | – | History |
| BKEBuckle Inc | COM | 44 | $2.00K | <0.1% | – | – | History |
| PMTPennyMac Mortgage Investment Trust | COM | 133 | $2.00K | <0.1% | – | – | History |
| GIBCgi Inc | CL A | 23 | $2.00K | <0.1% | – | – | History |
| STNEStoneCo Ltd. | COM | 118 | $2.00K | <0.1% | – | – | History |
| PLCEChildrens Place, Inc. | COM | 24 | $2.00K | <0.1% | – | – | History |
| DIBS1stdibs.com, Inc. | COM | 153 | $2.00K | <0.1% | – | – | History |
| BANDBandwidth Inc. | COM CL A | 33 | $2.00K | <0.1% | – | – | History |
| BYNDBeyond Meat, Inc. | COM | 32 | $2.00K | <0.1% | – | – | History |
| CFFNCapitol Federal Financial, Inc. | COM | 170 | $2.00K | <0.1% | – | – | History |
| CSRCenterspace | COM | 15 | $2.00K | <0.1% | – | – | History |
| DMCDel Monte Corp | ORD | 68 | $2.00K | <0.1% | – | – | History |
| ENREnergizer Holdings, Inc. | COM | 48 | $2.00K | <0.1% | – | – | History |
| HLITHarmonic Inc. | COM | 140 | $2.00K | <0.1% | – | – | History |
| HFWAHeritage Financial Corp | COM | 74 | $2.00K | <0.1% | – | – | History |
| HFFGHF Foods Group Inc. | COM | 266 | $2.00K | <0.1% | – | – | History |
| HOFTHooker Furnishings Corp | COM | 82 | $2.00K | <0.1% | – | – | History |