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 |
|---|---|---|---|---|---|---|---|
| FBNCFirst Bancorp | COM | 327 | $15.0K | <0.1% | – | – | History |
| GFFGriffon Corp | COM | 510 | $15.0K | <0.1% | – | – | History |
| OMCLOmnicell, Inc. | COM | 81 | $15.0K | <0.1% | – | – | History |
| ADCAgree Realty Corp | COM | 204 | $15.0K | <0.1% | – | – | History |
| CGNXCognex Corp | COM | 195 | $15.0K | <0.1% | – | – | History |
| MHOM/I Homes, Inc. | COM | 245 | $15.0K | <0.1% | – | – | History |
| APOGApogee Enterprises, Inc. | COM | 322 | $15.0K | <0.1% | – | – | History |
| FLGTFulgent Genetics, Inc. | COM | 152 | $15.0K | <0.1% | – | – | History |
| IOSPInnospec Inc. | COM | 166 | $15.0K | <0.1% | – | – | History |
| FETForum Energy Technologies, Inc. | Common | 908 | $15.0K | <0.1% | – | – | History |
| PDCEPDC Energy, Inc. | COM | 313 | $15.0K | <0.1% | – | – | History |
| COHRCoherent Corp. | COM | 208 | $15.0K | <0.1% | – | – | History |
| CLXClorox Co | Stock | 77 | $14.0K | <0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 1,086 | $14.0K | <0.1% | – | – | History |
| PAYCPaycom Software, Inc. | Stock | 34 | $14.0K | <0.1% | – | – | History |
| UBSUBS Group AG | Stock | 780 | $14.0K | <0.1% | – | – | History |
| EATBrinker International, Inc | Stock | 380 | $14.0K | <0.1% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 55 | $14.0K | <0.1% | – | – | History |
| CPKChesapeake Utilities Corp | COM | 101 | $14.0K | <0.1% | – | – | History |
| PEGAPegasystems Inc | COM | 122 | $14.0K | <0.1% | – | – | History |
| PLUSEplus Inc | COM | 270 | $14.0K | <0.1% | – | – | History |
| GVAGranite Construction Inc | COM | 378 | $14.0K | <0.1% | – | – | History |
| DHIHorton D R Inc | COM | 126 | $14.0K | <0.1% | – | – | History |
| ATRCAtriCure, Inc. | COM | 202 | $14.0K | <0.1% | – | – | History |
| ITGRInteger Holdings Corp | COM | 162 | $14.0K | <0.1% | – | – | History |
| ABMAbm Industries Inc | COM | 343 | $14.0K | <0.1% | – | – | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 445 | $14.0K | <0.1% | – | – | – |
| Timothy Plan887432334 | INTL ETF | 481 | $14.0K | <0.1% | – | – | – |
| CELHCelsius Holdings, Inc. | COM NEW | 194 | $14.0K | <0.1% | – | – | History |
| AWRAmerican States Water Co | COM | 142 | $14.0K | <0.1% | – | – | History |
| RSReliance, Inc. | COM | 90 | $14.0K | <0.1% | – | – | History |
| HFCHollyFrontier Corp | COM | 430 | $14.0K | <0.1% | – | – | History |
| IBTXIndependent Bank Group, Inc. | COM | 198 | $14.0K | <0.1% | – | – | History |
| PAEPAE Inc | COM CL A | 1,410 | $14.0K | <0.1% | – | – | History |
| PXDPioneer Natural Resources Co | COM | 80 | $14.0K | <0.1% | – | – | History |
| VBTXVeritex Holdings, Inc. | COM | 364 | $14.0K | <0.1% | – | – | History |
| COOKTraeger, Inc. | COMMON STOCK | 1,126 | $14.0K | <0.1% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 319 | $13.0K | <0.1% | – | – | History |
| SMPStandard Motor Products, Inc. | Stock | 247 | $13.0K | <0.1% | – | – | History |
| OIIOceaneering International Inc | Stock | 1,189 | $13.0K | <0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 241 | $13.0K | <0.1% | – | – | – |
| AWKAmerican Water Works Company, Inc. | Stock | 68 | $13.0K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 70 | $13.0K | <0.1% | – | – | History |
| PODDInsulet Corp | Stock | 49 | $13.0K | <0.1% | – | – | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 167 | $13.0K | <0.1% | – | – | History |
| UNFIUnited Natural Foods Inc | COM | 261 | $13.0K | <0.1% | – | – | History |
| PPLPPL Corp | COM | 434 | $13.0K | <0.1% | – | – | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 490 | $13.0K | <0.1% | – | – | History |
| LSTRLandstar System Inc | COM | 74 | $13.0K | <0.1% | – | – | History |
| HBANHuntington Bancshares Inc | COM | 844 | $13.0K | <0.1% | – | – | History |
| SBHSally Beauty Holdings, Inc. | COM | 742 | $13.0K | <0.1% | – | – | History |
| MOSMosaic Co | COM | 323 | $13.0K | <0.1% | – | – | History |
| SBACSba Communications Corp | CL A | 33 | $13.0K | <0.1% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 1,350 | $13.0K | <0.1% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 133 | $13.0K | <0.1% | – | – | History |
| OXMOxford Industries Inc | COM | 128 | $13.0K | <0.1% | – | – | History |
| RAREUltragenyx Pharmaceutical Inc. | COM | 151 | $13.0K | <0.1% | – | – | History |
| ECPGEncore Capital Group Inc | COM | 209 | $13.0K | <0.1% | – | – | History |
| ORNOrion Group Holdings Inc | COM | 3,550 | $13.0K | <0.1% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 600 | $13.0K | <0.1% | – | – | History |
| ALGNAlign Technology Inc | COM | 20 | $13.0K | <0.1% | – | – | History |
| GPREGreen Plains Inc. | COM | 386 | $13.0K | <0.1% | – | – | History |
| HZOMarinemax Inc | COM | 224 | $13.0K | <0.1% | – | – | History |
| MATWMatthews International Corp | CL A | 344 | $13.0K | <0.1% | – | – | History |
| OFGOfg Bancorp | COM | 480 | $13.0K | <0.1% | – | – | History |
| SPNTSiriusPoint Ltd | COM | 1,625 | $13.0K | <0.1% | – | – | History |
| WNCWabash National Corp | COM | 658 | $13.0K | <0.1% | – | – | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 227 | $13.0K | <0.1% | – | – | History |
| EVRIEveri Holdings Inc. | COM | 613 | $13.0K | <0.1% | – | – | History |
| KRAKraton Corp | COM | 272 | $13.0K | <0.1% | – | – | History |
| LPSNLiveperson Inc | COM | 360 | $13.0K | <0.1% | – | – | History |
| MTORMeritor, Inc. | COM | 550 | $13.0K | <0.1% | – | – | History |
| ONTFON24 Inc. | COM | 712 | $13.0K | <0.1% | – | – | History |
| SUMSummit Materials, Inc. | CL A | 319 | $13.0K | <0.1% | – | – | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 2,652 | $13.0K | <0.1% | – | – | History |
| Schwab U.S. Broad Market ETF808524102 | ETF | 105 | $12.0K | <0.1% | – | – | – |
| IQVIQVIA Holdings Inc. | Stock | 44 | $12.0K | <0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 144 | $12.0K | <0.1% | – | – | History |
| ProShares Bitcoin ETF74347G440 | ETF | 417 | $12.0K | <0.1% | – | – | – |
| IVZInvesco Ltd. | Stock | 502 | $12.0K | <0.1% | – | – | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 168 | $12.0K | <0.1% | – | – | – |
| LNTHLantheus Holdings, Inc. | Stock | 425 | $12.0K | <0.1% | – | – | History |
| NTAPNetApp, Inc. | Stock | 129 | $12.0K | <0.1% | – | – | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 380 | $12.0K | <0.1% | – | – | – |
| TMETencent Music Entertainment Group | SPON ADS | 1,809 | $12.0K | <0.1% | – | – | History |
| BEAMBeam Therapeutics Inc. | COM | 154 | $12.0K | <0.1% | – | – | History |
| CSLCarlisle Companies Inc | COM | 50 | $12.0K | <0.1% | – | – | History |
| NBTBNBT Bancorp Inc | COM | 319 | $12.0K | <0.1% | – | – | History |
| ALGTAllegiant Travel CO | COM | 62 | $12.0K | <0.1% | – | – | History |
| RUNSunrun Inc. | COM | 355 | $12.0K | <0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 4,641 | $12.0K | <0.1% | – | – | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 2,129 | $12.0K | <0.1% | – | – | History |
| ANDEAndersons, Inc. | COM | 305 | $12.0K | <0.1% | – | – | History |
| UHSUniversal Health Services Inc | CL B | 88 | $12.0K | <0.1% | – | – | History |
| HTHHilltop Holdings Inc. | COM | 338 | $12.0K | <0.1% | – | – | History |
| BRCBrady Corp | CL A | 224 | $12.0K | <0.1% | – | – | History |
| FCFFirst Commonwealth Financial Corp | COM | 746 | $12.0K | <0.1% | – | – | History |
| MRVLMarvell Technology, Inc. | COM | 139 | $12.0K | <0.1% | – | – | History |
| NTGRNetgear, Inc. | COM | 427 | $12.0K | <0.1% | – | – | History |
| ROKURoku, Inc | COM CL A | 51 | $12.0K | <0.1% | – | – | History |