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 |
|---|---|---|---|---|---|---|---|
| AEPAmerican Electric Power Co Inc | Stock | 2,680 | $238.0K | 0.1% | – | – | History |
| ANSSAnsys Inc | COM | 587 | $236.0K | 0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 1,394 | $235.0K | 0.1% | – | – | History |
| SONYSony Group Corp | SPONSORED ADR | 1,848 | $233.0K | 0.1% | – | – | History |
| NVSNovartis AG | ADR | 2,657 | $232.0K | 0.1% | – | – | History |
| CHEChemed Corp | COM | 433 | $229.0K | 0.1% | – | – | History |
| Vanguard Real Estate ETF922908553 | ETF | 1,945 | $226.0K | 0.1% | – | – | – |
| Schwab US Tips ETF808524870 | ETF | 3,587 | $226.0K | 0.1% | – | – | – |
| MMM3M Co | Stock | 1,271 | $226.0K | 0.1% | – | – | History |
| EXPOExponent Inc | COM | 1,933 | $226.0K | 0.1% | – | – | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 3,486 | $226.0K | 0.1% | – | – | – |
| APDAir Products & Chemicals, Inc. | Stock | 739 | $225.0K | 0.1% | – | – | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,113 | $223.0K | 0.1% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 1,767 | $222.0K | 0.1% | – | – | History |
| PSXPhillips 66 | Stock | 3,033 | $220.0K | 0.1% | – | – | History |
| SLViShares Silver Trust | ETF | 9,960 | $214.0K | 0.1% | – | – | History |
| ENBEnbridge Inc | Stock | 5,451 | $213.0K | 0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 1,271 | $212.0K | 0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 3,184 | $210.0K | 0.1% | – | – | History |
| ELANElanco Animal Health Inc | COM | 7,383 | $210.0K | 0.1% | – | – | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 5,206 | $202.0K | 0.1% | – | – | – |
| NSCNorfolk Southern Corp | Stock | 671 | $200.0K | 0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 1,188 | $198.0K | 0.1% | – | – | History |
| DISWalt Disney Co | Stock | 1,263 | $195.0K | 0.1% | – | – | History |
| RSGRepublic Services, Inc. | COM | 1,393 | $194.0K | 0.1% | – | – | History |
| iShares Tr46436E759 | ESG EAFE ETF | 2,761 | $190.0K | 0.1% | – | – | – |
| ITWIllinois Tool Works Inc | Stock | 770 | $189.0K | 0.1% | – | – | History |
| CVSCVS Health Corp | Stock | 1,814 | $187.0K | 0.1% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 1,346 | $187.0K | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 1,567 | $185.0K | 0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 4,301 | $184.0K | 0.1% | – | – | History |
| PLANAnaplan, Inc. | COM | 4,015 | $184.0K | 0.1% | – | – | History |
| CCICrown Castle Inc. | REIT | 880 | $183.0K | 0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 385 | $182.0K | 0.1% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 1,961 | $182.0K | 0.1% | – | – | – |
| NFLXNetflix Inc | Stock | 301 | $181.0K | 0.1% | – | – | History |
| iShares Tr464287333 | GLOBAL FINLS ETF | 2,271 | $181.0K | 0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 5,160 | $180.0K | 0.1% | – | – | History |
| ETNEaton Corp plc | Stock | 1,020 | $177.0K | <0.1% | – | – | History |
| FANGDiamondback Energy, Inc. | Stock | 1,631 | $176.0K | <0.1% | – | – | History |
| iShares Tr464287796 | U.S. ENERGY ETF | 5,872 | $176.0K | <0.1% | – | – | – |
| CNICanadian National Railway Co | Stock | 1,415 | $174.0K | <0.1% | – | – | History |
| BPBP PLC | ADR | 6,494 | $173.0K | <0.1% | – | – | History |
| ULUnilever PLC | SPON ADR NEW | 3,185 | $172.0K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H419 | INSPIRE INTL ETF | 5,468 | $171.0K | <0.1% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 2,950 | $171.0K | <0.1% | – | – | History |
| ROLRollins Inc | COM | 4,954 | $169.0K | <0.1% | – | – | History |
| HUBSHubSpot Inc | COM | 255 | $168.0K | <0.1% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 531 | $167.0K | <0.1% | – | – | History |
| ASMLASML Holding NV | ADR | 209 | $166.0K | <0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 451 | $166.0K | <0.1% | – | – | History |
| STZConstellation Brands, Inc. | Stock | 653 | $164.0K | <0.1% | – | – | History |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 2,696 | $164.0K | <0.1% | – | – | – |
| iShares Tr464288273 | EAFE SML CP ETF | 2,231 | $163.0K | <0.1% | – | – | – |
| CCitigroup Inc | Stock | 2,678 | $162.0K | <0.1% | – | – | History |
| HUMHumana Inc | Stock | 343 | $160.0K | <0.1% | – | – | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 2,015 | $158.0K | <0.1% | – | – | – |
| TDYTeledyne Technologies Inc | COM | 357 | $157.0K | <0.1% | – | – | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 4,271 | $157.0K | <0.1% | – | – | – |
| FICOFair Isaac Corp | COM | 350 | $152.0K | <0.1% | – | – | History |
| ROSTRoss Stores, Inc. | COM | 1,323 | $151.0K | <0.1% | – | – | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,847 | $150.0K | <0.1% | – | – | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 2,067 | $150.0K | <0.1% | – | – | – |
| iShares Tr46435G474 | FALN ANGLS USD | 4,986 | $150.0K | <0.1% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 1,098 | $145.0K | <0.1% | – | – | – |
| Timothy Plan887432326 | HIG DV STK ETF | 4,439 | $144.0K | <0.1% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 1,325 | $142.0K | <0.1% | – | – | – |
| WMWaste Management Inc | Stock | 827 | $139.0K | <0.1% | – | – | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,190 | $139.0K | <0.1% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 1,539 | $134.0K | <0.1% | – | – | History |
| MUMicron Technology Inc | Stock | 1,428 | $133.0K | <0.1% | – | – | History |
| CDNSCadence Design Systems Inc | Stock | 711 | $133.0K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H633 | INSPIRE CORP BD | 5,100 | $131.0K | <0.1% | – | – | – |
| TMToyota Motor Corp | ADS | 696 | $129.0K | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 357 | $129.0K | <0.1% | – | – | History |
| BF.ABrown Forman Corp | CL A | 1,890 | $128.0K | <0.1% | – | – | History |
| DCTDuck Creek Technologies, Inc. | SHS | 4,196 | $126.0K | <0.1% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 5,680 | $125.0K | <0.1% | – | – | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 6,217 | $125.0K | <0.1% | – | – | History |
| GSGoldman Sachs Group Inc | Stock | 321 | $123.0K | <0.1% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 1,334 | $123.0K | <0.1% | – | – | History |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 2,240 | $121.0K | <0.1% | – | – | – |
| COFCapital One Financial Corp | Stock | 826 | $119.0K | <0.1% | – | – | History |
| LULUlululemon athletica inc. | Stock | 304 | $119.0K | <0.1% | – | – | History |
| SNYSanofi | SPONSORED ADR | 2,366 | $118.0K | <0.1% | – | – | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 5,129 | $118.0K | <0.1% | – | – | – |
| FDXFedEx Corp | Stock | 447 | $116.0K | <0.1% | – | – | History |
| HALHalliburton Co | Stock | 4,946 | $114.0K | <0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 4,668 | $113.0K | <0.1% | – | – | History |
| Timothy Plan887432342 | U S SM CP CORE | 3,180 | $113.0K | <0.1% | – | – | – |
| ETSYEtsy Inc | COM | 515 | $113.0K | <0.1% | – | – | History |
| KMBKimberly Clark Corp | Stock | 784 | $112.0K | <0.1% | – | – | History |
| CATCaterpillar Inc | Stock | 544 | $112.0K | <0.1% | – | – | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 6,306 | $112.0K | <0.1% | – | – | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 580 | $111.0K | <0.1% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,330 | $110.0K | <0.1% | – | – | – |
| GRCGorman Rupp Co | COM | 2,474 | $110.0K | <0.1% | – | – | History |
| SESea Ltd | SPONSORD ADS | 495 | $110.0K | <0.1% | – | – | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,143 | $109.0K | <0.1% | – | – | – |
| DLTRDollar Tree, Inc. | COM | 775 | $109.0K | <0.1% | – | – | History |