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 |
|---|---|---|---|---|---|---|---|
| Vanguard Health Care ETF92204A504 | ETF | 72 | $19.0K | <0.1% | – | – | – |
| AALAmerican Airlines Group Inc. | Stock | 1,069 | $19.0K | <0.1% | – | – | History |
| RYRoyal Bank of Canada | Stock | 174 | $19.0K | <0.1% | – | – | History |
| CECelanese Corp | Stock | 118 | $19.0K | <0.1% | – | – | History |
| GBXGreenbrier Companies Inc | Stock | 410 | $19.0K | <0.1% | – | – | History |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 702 | $19.0K | <0.1% | – | – | – |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 522 | $19.0K | <0.1% | – | – | History |
| RVTYRevvity, Inc. | COM | 94 | $19.0K | <0.1% | – | – | History |
| BANRBanner Corp | COM NEW | 318 | $19.0K | <0.1% | – | – | History |
| WSFSWSFS Financial Corp | COM | 386 | $19.0K | <0.1% | – | – | History |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 200 | $19.0K | <0.1% | – | – | History |
| FBKFB Financial Corp | COM | 420 | $19.0K | <0.1% | – | – | History |
| ITRIItron, Inc. | COM | 284 | $19.0K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G631 | NASDAQNXTGEN100 | 564 | $19.0K | <0.1% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 347 | $19.0K | <0.1% | – | – | – |
| INCYIncyte Corp | COM | 252 | $19.0K | <0.1% | – | – | History |
| AATAmerican Assets Trust, Inc. | COM | 508 | $19.0K | <0.1% | – | – | History |
| TRNTrinity Industries Inc | COM | 643 | $19.0K | <0.1% | – | – | History |
| AMBPArdagh Metal Packaging S.A. | SHS | 2,101 | $19.0K | <0.1% | – | – | History |
| ALTRAltair Engineering Inc. | COM CL A | 250 | $19.0K | <0.1% | – | – | History |
| CMAComerica Inc | COM | 218 | $19.0K | <0.1% | – | – | History |
| IVRInvesco Mortgage Capital Inc. | COM | 6,779 | $19.0K | <0.1% | – | – | History |
| ISBCInvestors Bancorp, Inc. | COM | 1,235 | $19.0K | <0.1% | – | – | History |
| RBNCReliant Bancorp, Inc. | COM | 533 | $19.0K | <0.1% | – | – | History |
| VTRSViatris Inc | Stock | 1,267 | $18.0K | <0.1% | – | – | History |
| THRMGentherm Inc | COM | 213 | $18.0K | <0.1% | – | – | History |
| MNSTMonster Beverage Corp | COM | 178 | $18.0K | <0.1% | – | – | History |
| DXCMDexcom Inc | COM | 34 | $18.0K | <0.1% | – | – | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 369 | $18.0K | <0.1% | – | – | History |
| FNFabrinet | SHS | 151 | $18.0K | <0.1% | – | – | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 269 | $18.0K | <0.1% | – | – | – |
| EAElectronic Arts Inc. | COM | 138 | $18.0K | <0.1% | – | – | History |
| OKEONEOK Inc | COM | 299 | $18.0K | <0.1% | – | – | History |
| SXIStandex International Corp | COM | 157 | $18.0K | <0.1% | – | – | History |
| AVAVAeroVironment Inc | COM | 295 | $18.0K | <0.1% | – | – | History |
| CUBICustomers Bancorp, Inc. | COM | 276 | $18.0K | <0.1% | – | – | History |
| WDCWestern Digital Corp | COM | 284 | $18.0K | <0.1% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 151 | $18.0K | <0.1% | – | – | History |
| LLoews Corp | COM | 302 | $18.0K | <0.1% | – | – | History |
| BNYBank of New York Mellon Corp | Stock | 296 | $17.0K | <0.1% | – | – | History |
| RIORio Tinto PLC | ADR | 260 | $17.0K | <0.1% | – | – | History |
| OSISOsi Systems Inc | COM | 183 | $17.0K | <0.1% | – | – | History |
| COKECoca-Cola Consolidated, Inc. | COM | 27 | $17.0K | <0.1% | – | – | History |
| PLNTPlanet Fitness, Inc. | CL A | 189 | $17.0K | <0.1% | – | – | History |
| GNWGenworth Financial Inc | COM SHS | 4,152 | $17.0K | <0.1% | – | – | History |
| STCStewart Information Services Corp | COM | 217 | $17.0K | <0.1% | – | – | History |
| SKYWSkywest Inc | COM | 427 | $17.0K | <0.1% | – | – | History |
| TREXTrex Co Inc | COM | 124 | $17.0K | <0.1% | – | – | History |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 490 | $17.0K | <0.1% | – | – | – |
| FHBFirst Hawaiian, Inc. | COM | 616 | $17.0K | <0.1% | – | – | History |
| AMEAmetek Inc | COM | 120 | $17.0K | <0.1% | – | – | History |
| HMNHorace Mann Educators Corp | COM | 452 | $17.0K | <0.1% | – | – | History |
| LYVLive Nation Entertainment, Inc. | COM | 140 | $17.0K | <0.1% | – | – | History |
| LSCCLattice Semiconductor Corp | COM | 223 | $17.0K | <0.1% | – | – | History |
| RYNRayonier Inc | COM | 429 | $17.0K | <0.1% | – | – | History |
| CMSCMS Energy Corp | COM | 270 | $17.0K | <0.1% | – | – | History |
| RDYDr Reddys Laboratories Ltd | ADR | 262 | $17.0K | <0.1% | – | – | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 931 | $17.0K | <0.1% | – | – | History |
| PUBMPubMatic, Inc. | COM CL A | 500 | $17.0K | <0.1% | – | – | History |
| RBARB Global Inc. | COM | 270 | $17.0K | <0.1% | – | – | History |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 391 | $17.0K | <0.1% | – | – | – |
| TRIThomson Reuters Corp | COM NEW | 138 | $17.0K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 29 | $16.0K | <0.1% | – | – | History |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 417 | $16.0K | <0.1% | – | – | History |
| SNNSmith & Nephew PLC | SPDN ADR NEW | 459 | $16.0K | <0.1% | – | – | History |
| AKRAcadia Realty Trust | COM SH BEN INT | 688 | $16.0K | <0.1% | – | – | History |
| YUMCYum China Holdings, Inc. | COM | 318 | $16.0K | <0.1% | – | – | History |
| BOOTBoot Barn Holdings, Inc. | COM | 131 | $16.0K | <0.1% | – | – | History |
| RELXRELX PLC | SPONSORED ADR | 478 | $16.0K | <0.1% | – | – | History |
| VRSNVerisign Inc | COM | 64 | $16.0K | <0.1% | – | – | History |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 318 | $16.0K | <0.1% | – | – | – |
| MCIBarings Corporate Investors | COM | 980 | $16.0K | <0.1% | – | – | History |
| IDCCInterDigital, Inc. | COM | 229 | $16.0K | <0.1% | – | – | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 250 | $16.0K | <0.1% | – | – | – |
| CHKPCheck Point Software Technologies Ltd | ORD | 140 | $16.0K | <0.1% | – | – | History |
| MLMMartin Marietta Materials Inc | COM | 38 | $16.0K | <0.1% | – | – | History |
| KWRQuaker Chemical Corp | COM | 68 | $16.0K | <0.1% | – | – | History |
| NTRNutrien Ltd. | COM | 223 | $16.0K | <0.1% | – | – | History |
| KLICKulicke & Soffa Industries Inc | COM | 272 | $16.0K | <0.1% | – | – | History |
| INDBIndependent Bank Corp | COM | 196 | $16.0K | <0.1% | – | – | History |
| CABOCable One, Inc. | COM | 9 | $16.0K | <0.1% | – | – | History |
| EGBNEagle Bancorp Inc | COM | 265 | $16.0K | <0.1% | – | – | History |
| LOCOEl Pollo Loco Holdings, Inc. | COM | 1,068 | $16.0K | <0.1% | – | – | History |
| WIXWix.com Ltd. | SHS | 97 | $16.0K | <0.1% | – | – | History |
| Safehold Inc.45031U101 | COM | 620 | $16.0K | <0.1% | – | – | – |
| VREVeris Residential, Inc. | COM | 855 | $16.0K | <0.1% | – | – | History |
| HOUSAnywhere Real Estate Inc. | COM | 955 | $16.0K | <0.1% | – | – | History |
| VRTVVeritiv Corp | COM | 124 | $16.0K | <0.1% | – | – | History |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 50 | $15.0K | <0.1% | – | – | – |
| RIVNRivian Automotive, Inc. | Stock | 145 | $15.0K | <0.1% | – | – | History |
| BIDUBaidu, Inc. | ADR | 103 | $15.0K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 80 | $15.0K | <0.1% | – | – | History |
| LTCLTC Properties Inc | REIT | 436 | $15.0K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 86 | $15.0K | <0.1% | – | – | History |
| PENNPENN Entertainment, Inc. | COM | 294 | $15.0K | <0.1% | – | – | History |
| WWDWoodward, Inc. | COM | 137 | $15.0K | <0.1% | – | – | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 40 | $15.0K | <0.1% | – | – | History |
| ACAArcosa, Inc. | COM | 285 | $15.0K | <0.1% | – | – | History |
| RMBSRambus Inc | COM | 524 | $15.0K | <0.1% | – | – | History |
| PFSProvident Financial Services Inc | COM | 649 | $15.0K | <0.1% | – | – | History |