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 |
|---|---|---|---|---|---|---|---|
| BJRIBJs RESTAURANTS INC | COM | 30 | $1.00K | <0.1% | – | – | History |
| ESSEssex Property Trust, Inc. | COM | 4 | $1.00K | <0.1% | – | – | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 174 | $1.00K | <0.1% | – | – | History |
| BFHBread Financial Holdings, Inc. | COM | 17 | $1.00K | <0.1% | – | – | History |
| SHCSotera Health Co | COM | 63 | $1.00K | <0.1% | – | – | History |
| CAKECheesecake Factory Inc | COM | 35 | $1.00K | <0.1% | – | – | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 32 | $1.00K | <0.1% | – | – | – |
| GHGuardant Health, Inc. | COM | 12 | $1.00K | <0.1% | – | – | History |
| HSICHenry Schein Inc | COM | 12 | $1.00K | <0.1% | – | – | History |
| BXPBXP, Inc. | COM | 9 | $1.00K | <0.1% | – | – | History |
| PENPenumbra Inc | COM | 5 | $1.00K | <0.1% | – | – | History |
| TBBKBancorp, Inc. | COM | 51 | $1.00K | <0.1% | – | – | History |
| RIGTransocean Ltd. | REGISTERED SHS | 240 | $1.00K | <0.1% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 8 | $1.00K | <0.1% | – | – | History |
| iShares Tr464288562 | RESIDENTIAL MULT | 6 | $1.00K | <0.1% | – | – | – |
| IARTIntegra Lifesciences Holdings Corp | COM NEW | 17 | $1.00K | <0.1% | – | – | History |
| CVNACarvana Co. | CL A | 3 | $1.00K | <0.1% | – | – | History |
| Direxion Shares ETF Trust25460G609 | DAI ENE BUL ETF | 25 | $1.00K | <0.1% | – | – | – |
| CACCCredit Acceptance Corp | COM | 2 | $1.00K | <0.1% | – | – | History |
| NXHNeighborhood Intelligence, Inc. | COM | 18 | $1.00K | <0.1% | – | – | History |
| ASRSoutheast Airport Group | SPON ADR SER B | 7 | $1.00K | <0.1% | – | – | History |
| ALDXAldeyra Therapeutics, Inc. | COM | 213 | $1.00K | <0.1% | – | – | History |
| ATNIATN International, Inc. | COM | 27 | $1.00K | <0.1% | – | – | History |
| CATOCato Corp | CL A | 73 | $1.00K | <0.1% | – | – | History |
| BOOMDMC Global Inc. | COM | 30 | $1.00K | <0.1% | – | – | History |
| KEPKorea Electric Power Corp | SPONSORED ADR | 153 | $1.00K | <0.1% | – | – | History |
| MTRXMatrix Service Co | COM | 150 | $1.00K | <0.1% | – | – | History |
| NWSNews Corp | CL B | 44 | $1.00K | <0.1% | – | – | History |
| PCRXPacira BioSciences, Inc. | COM | 21 | $1.00K | <0.1% | – | – | History |
| SPDR Index Shs FDS78463X863 | ST DOW INTL ETF | 40 | $1.00K | <0.1% | – | – | – |
| TGTredegar Corp | COM | 126 | $1.00K | <0.1% | – | – | History |
| UAUnder Armour, Inc. | CL C | 53 | $1.00K | <0.1% | – | – | History |
| UFIUnifi Inc | COM NEW | 57 | $1.00K | <0.1% | – | – | History |
| UWMCUWM Holdings Corp | COM CL A | 169 | $1.00K | <0.1% | – | – | History |
| EGYVaalco Energy Inc | COM NEW | 295 | $1.00K | <0.1% | – | – | History |
| WWRWestwater Resources, Inc. | COM NEW | 500 | $1.00K | <0.1% | – | – | History |
| AMCAMC Entertainment Holdings, Inc. | CL A COM | 55 | $1.00K | <0.1% | – | – | History |
| AEVAAeva Technologies, Inc. | COM | 100 | $1.00K | <0.1% | – | – | History |
| ACCAmerican Campus Communities Inc | COM | 12 | $1.00K | <0.1% | – | – | History |
| ASNDAscendis Pharma A/S | SPONSORED ADR | 10 | $1.00K | <0.1% | – | – | History |
| AVTAAvantax, Inc. | COM | 82 | $1.00K | <0.1% | – | – | History |
| TVRDTvardi Therapeutics, Inc. | COM | 88 | $1.00K | <0.1% | – | – | History |
| CHUYChuy's Holdings, Inc. | COM | 44 | $1.00K | <0.1% | – | – | History |
| CTXSCitrix Systems Inc | COM | 11 | $1.00K | <0.1% | – | – | History |
| DMDesktop Metal, Inc. | COM CL A | 180 | $1.00K | <0.1% | – | – | History |
| Discovery Inc25470F302 | COM SER C | 82 | $1.00K | <0.1% | – | – | – |
| Direxion Shs ETF Tr25490K273 | DLY RUSSIA BL 2X | 19 | $1.00K | <0.1% | – | – | – |
| Direxion Shs ETF Tr25490K596 | DALY HOM B&S BUL | 9 | $1.00K | <0.1% | – | – | – |
| NAPADuckhorn Portfolio, Inc. | COM | 33 | $1.00K | <0.1% | – | – | History |
| DRRXDurect Corp | COM | 1,000 | $1.00K | <0.1% | – | – | History |
| HTHersha Hospitality Trust | PR SHS BEN INT | 135 | $1.00K | <0.1% | – | – | History |
| JPMorgan Chase & Co46625H365 | ALERIAN ML ETN | 30 | $1.00K | <0.1% | – | – | – |
| NATINational Instruments Corp | COM | 29 | $1.00K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H351 | INDPIRE FAITH LR | 30 | $1.00K | <0.1% | – | – | – |
| Northern LTS FD Tr IV66538H369 | INSPIRE FAITH MD | 31 | $1.00K | <0.1% | – | – | – |
| ZEUSOlympic Steel Inc | COM | 51 | $1.00K | <0.1% | – | – | History |
| RGSRegis Corp | COM | 776 | $1.00K | <0.1% | – | – | History |
| SWAVShockwave Medical, Inc. | COM | 6 | $1.00K | <0.1% | – | – | History |
| The Very Good Food Co Inc Cad88340B109 | Common Stock | 1,000 | $1.00K | <0.1% | – | – | – |
| TVTYTivity Health, Inc. | COM | 54 | $1.00K | <0.1% | – | – | History |
| WKHSWorkhorse Group Inc. | COM NEW | 280 | $1.00K | <0.1% | – | – | History |
| ZNGAZynga Inc | CL A | 200 | $1.00K | <0.1% | – | – | History |
| NLSNNielsen Holdings plc | SHS EUR | 51 | $1.00K | <0.1% | – | – | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 2 | $0 | 0.0% | – | – | – |
| LCIDLucid Group, Inc. | COM | 9 | $0 | 0.0% | – | – | History |
| EXRExtra Space Storage Inc. | COM | 2 | $0 | 0.0% | – | – | History |
| SLVMSylvamo Corp | COMMON STOCK | 9 | $0 | 0.0% | – | – | History |
| LEN.BLennar Corp | CL B | 1 | $0 | 0.0% | – | – | History |
| RIOTRiot Platforms, Inc. | COM | 7 | $0 | 0.0% | – | – | History |
| USOUnited States Oil Fund, LP | UNITS | 4 | $0 | 0.0% | – | – | History |
| MANUManchester United plc | ORD CL A | 10 | $0 | 0.0% | – | – | History |
| FLNAFilana Therapeutics, Inc. | COM | 5 | $0 | 0.0% | – | – | History |
| LELands' End, Inc. | COM | 3 | $0 | 0.0% | – | – | History |
| MATVMativ Holdings, Inc. | COM | 8 | $0 | 0.0% | – | – | History |
| VYXNCR Voyix Corp | COM | 12 | $0 | 0.0% | – | – | History |
| AUVIApplied UV, Inc. | COM | 100 | $0 | 0.0% | – | – | History |
| EXASExact Sciences Corp | COM | 5 | $0 | 0.0% | – | – | History |
| IZEAIZEA Worldwide, Inc. | COM | 7 | $0 | 0.0% | – | – | History |
| NGLNGL Energy Partners LP | COM UNIT REPST | 250 | $0 | 0.0% | – | – | History |
| SWNSouthwestern Energy Co | COM | 1 | $0 | 0.0% | – | – | History |
| PSFEPaysafe Ltd | ORD | 40 | $0 | 0.0% | – | – | History |
| TPSTTempest Therapeutics, Inc. | COM | 4 | $0 | 0.0% | – | – | History |
| LYLTQLoyalty Ventures Inc. | COMMON STOCK | 6 | $0 | 0.0% | – | – | History |