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 |
|---|---|---|---|---|---|---|---|
| WECWec Energy Group, Inc. | Stock | 582 | $57.0K | <0.1% | – | – | History |
| EQNREquinor ASA | SPONSORED ADR | 2,176 | $57.0K | <0.1% | – | – | History |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 1,700 | $57.0K | <0.1% | – | – | – |
| WWEWorld Wrestling Entertainment, LLC | CL A | 1,153 | $57.0K | <0.1% | – | – | History |
| BABoeing Co | Stock | 274 | $56.0K | <0.1% | – | – | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 200 | $56.0K | <0.1% | – | – | – |
| ORealty Income Corp | REIT | 780 | $56.0K | <0.1% | – | – | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 108 | $56.0K | <0.1% | – | – | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 6,852 | $56.0K | <0.1% | – | – | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,107 | $56.0K | <0.1% | – | – | – |
| MMacy's, Inc. | COM | 2,116 | $56.0K | <0.1% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 858 | $55.0K | <0.1% | – | – | History |
| AVTRAvantor, Inc. | COM | 1,307 | $55.0K | <0.1% | – | – | History |
| TRMBTrimble Inc. | COM | 631 | $55.0K | <0.1% | – | – | History |
| INTUIntuit Inc. | Stock | 84 | $54.0K | <0.1% | – | – | History |
| DIODDiodes Inc | COM | 481 | $53.0K | <0.1% | – | – | History |
| IVTInvenTrust Properties Corp. | COM NEW | 1,933 | $53.0K | <0.1% | – | – | History |
| PRAProassurance Corp | COM | 2,089 | $53.0K | <0.1% | – | – | History |
| ALCAlcon Inc | Stock | 590 | $52.0K | <0.1% | – | – | History |
| NOWServiceNow, Inc. | Stock | 80 | $52.0K | <0.1% | – | – | History |
| AJGArthur J. Gallagher & Co. | COM | 302 | $52.0K | <0.1% | – | – | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 838 | $51.0K | <0.1% | – | – | – |
| MCOMoodys Corp | Stock | 133 | $51.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 1,985 | $51.0K | <0.1% | – | – | – |
| NOVNOV Inc. | COM | 3,830 | $51.0K | <0.1% | – | – | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 400 | $51.0K | <0.1% | – | – | History |
| ZTSZoetis Inc. | Stock | 205 | $50.0K | <0.1% | – | – | History |
| INFYInfosys Ltd | SPONSORED ADR | 1,946 | $50.0K | <0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 521 | $49.0K | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 1,380 | $49.0K | <0.1% | – | – | History |
| U.S. Global Jets ETF26922A842 | ETF | 2,339 | $49.0K | <0.1% | – | – | – |
| RCIRogers Communications Inc | CL B | 1,032 | $49.0K | <0.1% | – | – | History |
| KEYSKeysight Technologies, Inc. | Stock | 230 | $48.0K | <0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 74 | $48.0K | <0.1% | – | – | History |
| SSNCSS&C Technologies Holdings Inc | COM | 593 | $48.0K | <0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 314 | $47.0K | <0.1% | – | – | History |
| KLACKLA Corp | COM NEW | 109 | $47.0K | <0.1% | – | – | History |
| Ssga Active ETF Tr78467V848 | ST STR TOTAL ETF | 985 | $47.0K | <0.1% | – | – | – |
| INNSummit Hotel Properties, Inc. | COM | 4,832 | $47.0K | <0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 300 | $46.0K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 1,096 | $46.0K | <0.1% | – | – | History |
| NUENucor Corp | COM | 401 | $46.0K | <0.1% | – | – | History |
| WMBWilliams Companies, Inc. | COM | 1,772 | $46.0K | <0.1% | – | – | History |
| EPAMEPAM Systems, Inc. | COM | 69 | $46.0K | <0.1% | – | – | History |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 1,070 | $46.0K | <0.1% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 723 | $45.0K | <0.1% | – | – | History |
| PEGPublic Service Enterprise Group Inc | COM | 692 | $45.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 653 | $45.0K | <0.1% | – | – | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 585 | $45.0K | <0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 905 | $44.0K | <0.1% | – | – | – |
| TEAMAtlassian Corp | CL A | 117 | $44.0K | <0.1% | – | – | History |
| OXYOccidental Petroleum Corp | Stock | 1,475 | $43.0K | <0.1% | – | – | History |
| KMXCarMax Inc | COM | 329 | $43.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,709 | $43.0K | <0.1% | – | – | – |
| ATVIActivision Blizzard, Inc. | COM | 652 | $43.0K | <0.1% | – | – | History |
| DDDuPont de Nemours, Inc. | COM | 530 | $43.0K | <0.1% | – | – | History |
| GISGeneral Mills Inc | Stock | 619 | $42.0K | <0.1% | – | – | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 690 | $42.0K | <0.1% | – | – | History |
| ENTGEntegris Inc | COM | 302 | $42.0K | <0.1% | – | – | History |
| KRKroger Co | Stock | 914 | $41.0K | <0.1% | – | – | History |
| FNFFidelity National Financial, Inc. | COM SHS | 787 | $41.0K | <0.1% | – | – | History |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 1,322 | $41.0K | <0.1% | – | – | History |
| PFGPrincipal Financial Group Inc | COM | 560 | $41.0K | <0.1% | – | – | History |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,955 | $41.0K | <0.1% | – | – | History |
| ARNCArconic Corp | COM | 1,256 | $41.0K | <0.1% | – | – | History |
| APOApollo Global Management, Inc. | COM | 555 | $40.0K | <0.1% | – | – | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 244 | $40.0K | <0.1% | – | – | – |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 1,255 | $40.0K | <0.1% | – | – | – |
| SLBSLB Limited | Stock | 1,297 | $39.0K | <0.1% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 648 | $39.0K | <0.1% | – | – | – |
| EXCExelon Corp | Stock | 664 | $39.0K | <0.1% | – | – | History |
| TWSTTwist Bioscience Corp | COM | 500 | $39.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E594 | KBW PREM YIELD | 1,538 | $39.0K | <0.1% | – | – | – |
| KBKB Financial Group Inc. | SPONSORED ADR | 853 | $39.0K | <0.1% | – | – | History |
| BDXBecton Dickinson & Co | Stock | 149 | $38.0K | <0.1% | – | – | History |
| MAINMain Street Capital CORP | CEF | 852 | $38.0K | <0.1% | – | – | History |
| VEEVVeeva Systems Inc | Stock | 148 | $38.0K | <0.1% | – | – | History |
| BURLBurlington Stores, Inc. | COM | 131 | $38.0K | <0.1% | – | – | History |
| LDOSLeidos Holdings, Inc. | COM | 435 | $38.0K | <0.1% | – | – | History |
| PINSPinterest, Inc. | CL A | 1,040 | $38.0K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 150 | $37.0K | <0.1% | – | – | History |
| KRGKite Realty Group Trust | COM NEW | 1,661 | $37.0K | <0.1% | – | – | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 614 | $37.0K | <0.1% | – | – | – |
| TTTrane Technologies plc | SHS | 185 | $37.0K | <0.1% | – | – | History |
| APPNAppian Corp | CL A | 576 | $37.0K | <0.1% | – | – | History |
| PPGPPG Industries Inc | Stock | 202 | $36.0K | <0.1% | – | – | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 665 | $36.0K | <0.1% | – | – | – |
| BBYBest Buy Co Inc | Stock | 353 | $36.0K | <0.1% | – | – | History |
| FISVFiserv Inc | Stock | 346 | $36.0K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 195 | $36.0K | <0.1% | – | – | History |
| NGGNational Grid PLC | SPONSORED ADR NE | 491 | $36.0K | <0.1% | – | – | History |
| HLTHilton Worldwide Holdings Inc. | COM | 231 | $36.0K | <0.1% | – | – | History |
| MROMarathon Oil Corp | COM | 2,200 | $36.0K | <0.1% | – | – | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 162 | $35.0K | <0.1% | – | – | History |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 713 | $35.0K | <0.1% | – | – | – |
| ESEversource Energy | Stock | 365 | $34.0K | <0.1% | – | – | History |
| HIGHartford Insurance Group, Inc. | Stock | 502 | $34.0K | <0.1% | – | – | History |
| SWKStanley Black & Decker, Inc. | COM | 181 | $34.0K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 366 | $34.0K | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 786 | $34.0K | <0.1% | – | – | History |