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 |
|---|---|---|---|---|---|---|---|
| DALDelta Air Lines, Inc. | COM NEW | 638 | $25.0K | <0.1% | – | – | History |
| FBPFirst Bancorp | COM NEW | 1,830 | $25.0K | <0.1% | – | – | History |
| BCCBoise Cascade Co | COM | 346 | $25.0K | <0.1% | – | – | History |
| INVXInnovex International, Inc. | COM | 1,256 | $25.0K | <0.1% | – | – | History |
| SIVBSVB Financial Group | COM | 37 | $25.0K | <0.1% | – | – | History |
| ONBOld National Bancorp | Stock | 1,325 | $24.0K | <0.1% | – | – | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 92 | $24.0K | <0.1% | – | – | – |
| DOWDow Inc. | Stock | 404 | $24.0K | <0.1% | – | – | History |
| TRVTravelers Companies, Inc. | Stock | 153 | $24.0K | <0.1% | – | – | History |
| SFNCSimmons First National Corp | CL A $1 PAR | 795 | $24.0K | <0.1% | – | – | History |
| TDGTransDigm Group INC | COM | 38 | $24.0K | <0.1% | – | – | History |
| CNPCenterpoint Energy Inc | COM | 863 | $24.0K | <0.1% | – | – | History |
| LVSLas Vegas Sands Corp | COM | 637 | $24.0K | <0.1% | – | – | History |
| IXOrix Corp | SPONSORED ADR | 228 | $24.0K | <0.1% | – | – | History |
| iShares Tr46434V696 | CORE MSCI PAC | 369 | $24.0K | <0.1% | – | – | – |
| DHTDHT Holdings, Inc. | SHS NEW | 4,600 | $24.0K | <0.1% | – | – | History |
| VALEVale S.A. | SPONSORED ADS | 1,708 | $24.0K | <0.1% | – | – | History |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 2,362 | $24.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G508 | SR LN ETF | 1,100 | $24.0K | <0.1% | – | – | – |
| WTSWatts Water Technologies Inc | CL A | 126 | $24.0K | <0.1% | – | – | History |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 1,743 | $24.0K | <0.1% | – | – | History |
| TREELendingTree, Inc. | COM | 192 | $24.0K | <0.1% | – | – | History |
| SITCSITE Centers Corp. | COM | 1,519 | $24.0K | <0.1% | – | – | History |
| BRBroadridge Financial Solutions, Inc. | Stock | 127 | $23.0K | <0.1% | – | – | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 226 | $23.0K | <0.1% | – | – | – |
| BXBlackstone Inc. | COM | 177 | $23.0K | <0.1% | – | – | History |
| TSCOTractor Supply Co | COM | 95 | $23.0K | <0.1% | – | – | History |
| RMDResmed Inc | COM | 89 | $23.0K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 593 | $23.0K | <0.1% | – | – | History |
| PRLBProto Labs Inc | COM | 455 | $23.0K | <0.1% | – | – | History |
| UFPIUfp Industries Inc | COM | 255 | $23.0K | <0.1% | – | – | History |
| GTLSChart Industries Inc | COM | 147 | $23.0K | <0.1% | – | – | History |
| ALEXAlexander & Baldwin, Inc. | COM | 919 | $23.0K | <0.1% | – | – | History |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 246 | $23.0K | <0.1% | – | – | History |
| HIHillenbrand, Inc. | COM | 453 | $23.0K | <0.1% | – | – | History |
| SNAPSnap Inc | Stock | 460 | $22.0K | <0.1% | – | – | History |
| XELXcel Energy Inc | Stock | 328 | $22.0K | <0.1% | – | – | History |
| INGING Groep NV | SPONSORED ADR | 1,593 | $22.0K | <0.1% | – | – | History |
| PCARPaccar Inc | COM | 248 | $22.0K | <0.1% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 92 | $22.0K | <0.1% | – | – | History |
| CNMDCONMED Corp | COM | 155 | $22.0K | <0.1% | – | – | History |
| UCBUnited Community Banks Inc | COM | 599 | $22.0K | <0.1% | – | – | History |
| UMCUnited Microelectronics Corp | SPON ADR NEW | 1,846 | $22.0K | <0.1% | – | – | History |
| SHOOSteven Madden, Ltd. | COM | 459 | $22.0K | <0.1% | – | – | History |
| JDJD.com, Inc. | SPON ADS CL A | 315 | $22.0K | <0.1% | – | – | History |
| KFYKorn Ferry | COM NEW | 289 | $22.0K | <0.1% | – | – | History |
| KNKnowles Corp | COM | 906 | $22.0K | <0.1% | – | – | History |
| HOPEHope Bancorp Inc | COM | 1,502 | $22.0K | <0.1% | – | – | History |
| ABBNYABB Ltd | SPONSORED ADR | 588 | $22.0K | <0.1% | – | – | History |
| Aluminum Corp China Limited022276109 | SPON ADR H SHS | 1,632 | $22.0K | <0.1% | – | – | – |
| FUSBFirst US Bancshares, Inc. | COM | 2,106 | $22.0K | <0.1% | – | – | History |
| ROICRetail Opportunity Investments Corp | COM | 1,121 | $22.0K | <0.1% | – | – | History |
| FLOWSPX FLOW, Inc. | COM | 255 | $22.0K | <0.1% | – | – | History |
| VanEck Vectors ETF Tr92189F403 | RUSSIA ETF | 809 | $22.0K | <0.1% | – | – | – |
| CNVYConvey Health Solutions Holdings, Inc. | COM | 2,723 | $22.0K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 175 | $21.0K | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 236 | $21.0K | <0.1% | – | – | History |
| DVNDevon Energy Corp | Stock | 471 | $21.0K | <0.1% | – | – | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 529 | $21.0K | <0.1% | – | – | – |
| LENLennar Corp | CL A | 182 | $21.0K | <0.1% | – | – | History |
| PBAPembina Pipeline Corp | COM | 722 | $21.0K | <0.1% | – | – | History |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 845 | $21.0K | <0.1% | – | – | – |
| FMSFresenius Medical Care AG | SPONSORED ADR | 660 | $21.0K | <0.1% | – | – | History |
| WPPWPP plc | ADR | 282 | $21.0K | <0.1% | – | – | History |
| China Life Ins Co Ltd16939P106 | SPON ADR REP H | 2,536 | $21.0K | <0.1% | – | – | – |
| Cornerstone Building Brands, Inc.21925D109 | COM | 1,200 | $21.0K | <0.1% | – | – | – |
| GMSGMS Inc. | COM | 353 | $21.0K | <0.1% | – | – | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 450 | $21.0K | <0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 721 | $21.0K | <0.1% | – | – | – |
| CMBTCmb.tech NV | SHS | 2,370 | $21.0K | <0.1% | – | – | History |
| APTVAptiv PLC | SHS | 126 | $21.0K | <0.1% | – | – | History |
| CADECadence Bancorporation | EQUITY US CM | 681 | $21.0K | <0.1% | – | – | History |
| NEMNEWMONT Corp | Stock | 332 | $20.0K | <0.1% | – | – | History |
| MRNAModerna, Inc. | Stock | 78 | $20.0K | <0.1% | – | – | History |
| FASTFastenal Co | Stock | 307 | $20.0K | <0.1% | – | – | History |
| FFBCFirst Financial Bancorp | COM | 827 | $20.0K | <0.1% | – | – | History |
| STRAStrategic Education, Inc. | COM | 341 | $20.0K | <0.1% | – | – | History |
| NXPINXP Semiconductors N.V. | COM | 90 | $20.0K | <0.1% | – | – | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 157 | $20.0K | <0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 93 | $20.0K | <0.1% | – | – | History |
| CLFCleveland-Cliffs Inc. | COM | 905 | $20.0K | <0.1% | – | – | History |
| PLXSPlexus Corp | COM | 211 | $20.0K | <0.1% | – | – | History |
| GDDYGoDaddy Inc. | CL A | 229 | $20.0K | <0.1% | – | – | History |
| CSTMConstellium SE | CL A SHS | 1,078 | $20.0K | <0.1% | – | – | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 1,095 | $20.0K | <0.1% | – | – | History |
| NINisource Inc. | COM | 739 | $20.0K | <0.1% | – | – | History |
| DRHDiamondRock Hospitality Co | COM | 2,109 | $20.0K | <0.1% | – | – | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 132 | $20.0K | <0.1% | – | – | – |
| LNCLincoln National Corp | COM | 290 | $20.0K | <0.1% | – | – | History |
| AITApplied Industrial Technologies Inc | COM | 191 | $20.0K | <0.1% | – | – | History |
| MTArcelorMittal | NY REGISTRY SH | 626 | $20.0K | <0.1% | – | – | History |
| ELMEElme Communities | SH BEN INT | 788 | $20.0K | <0.1% | – | – | History |
| Advisorshares Ranger Equity Bear ETF00768Y883 | CEF | 800 | $20.0K | <0.1% | – | – | – |
| AMXAmerica Movil SAB de CV | SPON ADR L SHS | 958 | $20.0K | <0.1% | – | – | History |
| DREDuke Realty Corp | COM NEW | 296 | $20.0K | <0.1% | – | – | History |
| FMBIFirst Midwest Bancorp Inc | COM | 975 | $20.0K | <0.1% | – | – | History |
| MGLNMagellan Health Inc | COM NEW | 209 | $20.0K | <0.1% | – | – | History |
| THSTreeHouse Foods, Inc. | COM | 490 | $20.0K | <0.1% | – | – | History |
| DXCDXC Technology Co | Stock | 584 | $19.0K | <0.1% | – | – | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 137 | $19.0K | <0.1% | – | – | – |