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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

Holdings in Q1 2022

Holdings as of Mar 31, 2022, filed May 25, 2022. Long positions only; changes compare share counts with Q4 2021.

Institution overview
Positions
1,717
−66 vs. Q4 2021
Portfolio value
$394.3M
+$37.1M (+10.4%) vs. Q4 2021
Filed
May 25, 2022
SEC
Holdings of EverSource Wealth Advisors, LLC in Q1 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Ftse Developed Markets ETF921943858ETF339,284$16.3M4.1%−32,144−8.7%Reduced–
Vanguard S&P 500 ETF922908363ETF36,566$15.2M3.9%+4,414+13.7%Added–
Vanguard Morningstar Total Stock Market ETF922908769ETF66,178$15.1M3.8%+1,485+2.3%Added–
IIIVi3 Verticals, Inc.COM CL A526,275$14.7M3.7%00.0%UnchangedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD169,875$13.3M3.4%−56,409−24.9%Reduced–
AAPLApple Inc.Stock74,619$13.0M3.3%+5,703+8.3%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF77,587$12.6M3.2%+5,129+7.1%Added–
MSFTMicrosoft CorpStock27,653$8.53M2.2%+6,633+31.6%AddedHistory
Janus Detroit STR Tr47103U886HENDRSN SHRT ETF144,853$7.11M1.8%+122,324+543.0%Added–
Dimensional U.S. Core Equity 2 ETF25434V708ETF228,542$6.30M1.6%+43,808+23.7%Added–
Vanguard Mortgage-Backed Securities ETF92206C771ETF123,843$6.21M1.6%−5,707−4.4%Reduced–
Goldman Sachs ETF Tr381430107ACTIVEBETA INT182,712$5.98M1.5%+85,518+88.0%Added–
Vanguard World FD921910840MEGA CAP VAL ETF54,620$5.86M1.5%−4,232−7.2%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF32,574$4.88M1.2%−636−1.9%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF103,604$4.78M1.2%−3,959−3.7%Reduced–
Vanguard World FD921910816MEGA GRWTH IND20,286$4.78M1.2%−4,967−19.7%Reduced–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS74,798$4.71M1.2%−30,310−28.8%Reduced–
AMZNAmazon Com IncStock1,394$4.54M1.2%+283+25.5%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF19,522$4.15M1.1%+4,912+33.6%Added–
Dimensional ETF Trust25434V401US EQUI MARK ETF82,434$4.04M1.0%+85+0.1%Added–
Vanguard Morningstar Growth ETF922908736ETF13,619$3.92M1.0%+1,260+10.2%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF43,389$3.73M0.9%−2,527−5.5%Reduced–
Schwab US Dividend Equity ETF808524797ETF45,317$3.58M0.9%+8,029+21.5%Added–
American Centy ETF Tr025072885US EQT ETF46,244$3.56M0.9%+2,240+5.1%Added–
SFBSServisFirst Bancshares, Inc.COM34,628$3.30M0.8%+18,100+109.5%AddedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL97,383$3.26M0.8%+4,543+4.9%Added–
Vanguard Morningstar Small-Cap Value ETF922908611ETF18,443$3.24M0.8%−91−0.5%Reduced–
GOOGLAlphabet Inc.Stock1,031$2.87M0.7%+231+28.9%AddedHistory
Vanguard Morningstar Value ETF922908744ETF18,578$2.75M0.7%+2,430+15.0%Added–
SPDR Series Trust78464A763ST STR SP DIV21,274$2.73M0.7%+2,331+12.3%Added–
iShares Core S&P 500 ETF464287200ETF5,294$2.40M0.6%+1,739+48.9%Added–
iShares MSCI Eafe ETF464287465ETF30,308$2.23M0.6%+907+3.1%Added–
American Centy ETF Tr025072562AVANTIS CORE FI49,114$2.23M0.6%+1,774+3.7%Added–
GOOGAlphabet Inc.Stock774$2.16M0.5%+91+13.3%AddedHistory
JPMJPMorgan Chase & CoStock15,634$2.13M0.5%+2,155+16.0%AddedHistory
iShares Tr464288877EAFE VALUE ETF40,875$2.05M0.5%−3,298−7.5%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF43,416$2.02M0.5%−4,354−9.1%Reduced–
Victory Portfolios II92647N824VCSHS US EQ INCM27,861$2.00M0.5%+10,956+64.8%Added–
Schwab Intermediate-Term US Treasury ETF808524854ETF37,491$2.00M0.5%+37,491New–
iShares Tr46435G425ESG AWR MSCI USA19,445$1.97M0.5%+979+5.3%Added–
iShares Tr464288448INTL SEL DIV ETF61,361$1.95M0.5%+12,005+24.3%Added–
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS31,993$1.90M0.5%−1,307−3.9%Reduced–
Northern LTS FD Tr IV66538H534INSPIRE 100 ETF49,890$1.79M0.5%+31,701+174.3%Added–
HDHome Depot, Inc.Stock5,903$1.77M0.4%+1,229+26.3%AddedHistory
Vanguard Total International Bond ETF92203J407ETF33,207$1.74M0.4%+1,868+6.0%Added–
American Centy ETF Tr025072703INTL EQT ETF28,796$1.74M0.4%+1,628+6.0%Added–
Vanguard Total World Stock ETF922042742ETF16,869$1.71M0.4%+1,326+8.5%Added–
VVisa Inc.Stock7,669$1.70M0.4%+2,392+45.3%AddedHistory
Vanguard Short-Term Bond ETF921937827ETF20,853$1.63M0.4%+1,185+6.0%Added–
Pgim ETF Tr69344A107PGIM ULTRA SH BD32,484$1.60M0.4%−15,808−32.7%Reduced–
American Centy ETF Tr025072687AVANTIS SHFXDINC30,755$1.46M0.4%+856+2.9%Added–
JNJJohnson & JohnsonStock8,100$1.44M0.4%+1,565+23.9%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF5,874$1.31M0.3%−769−11.6%Reduced–
UNHUnitedHealth Group IncStock2,557$1.30M0.3%+1,032+67.7%AddedHistory
UNPUnion Pacific CorpStock4,692$1.28M0.3%+1,047+28.7%AddedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF18,816$1.27M0.3%+19+0.1%Added–
METAMeta Platforms, Inc.Stock5,680$1.26M0.3%+1,232+27.7%AddedHistory
AVGOBroadcom Inc.Stock1,986$1.25M0.3%+902+83.2%AddedHistory
Dimensional U.S. Small Cap ETF25434V500ETF21,813$1.22M0.3%+1,796+9.0%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF48,929$1.22M0.3%+11,290+30.0%Added–
American Centy ETF Tr025072802INTL SMCP VLU18,816$1.18M0.3%+13,533+256.2%Added–
SPYSPDR S&P 500 ETF TrustETF2,585$1.17M0.3%+268+11.6%AddedHistory
TXNTexas Instruments IncStock6,188$1.14M0.3%+962+18.4%AddedHistory
USBUS Bancorp DECOM NEW20,816$1.11M0.3%−113−0.5%ReducedHistory
ZBRAZebra Technologies CorpCL A2,558$1.06M0.3%+1,228+92.3%AddedHistory
KOCoca Cola CoStock16,619$1.03M0.3%+4,838+41.1%AddedHistory
CMCSAComcast CorpStock21,685$1.02M0.3%+7,556+53.5%AddedHistory
TSLATesla, Inc.Stock942$1.01M0.3%+136+16.9%AddedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF8,044$997.0K0.3%+261+3.4%Added–
ABBVAbbVie Inc.Stock6,087$987.0K0.3%+3,327+120.5%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock5,782$986.0K0.3%+2,847+97.0%AddedHistory
Victory Portfolios II92647N782VCSHS US 500 ENH13,309$986.0K0.3%+2,268+20.5%Added–
PGProcter & Gamble CoStock6,383$975.0K0.2%+355+5.9%AddedHistory
CVXChevron CorpStock5,989$974.0K0.2%+1,491+33.1%AddedHistory
LLYEli Lilly & CoStock3,385$970.0K0.2%+974+40.4%AddedHistory
MDTMedtronic plcStock8,661$961.0K0.2%+2,258+35.3%AddedHistory
CRLCharles River Laboratories International, Inc.COM3,273$930.0K0.2%+1,621+98.1%AddedHistory
POOLPool CorpCOM2,198$930.0K0.2%+1,079+96.4%AddedHistory
WRBBerkley W R CorpCOM13,801$919.0K0.2%+9,513+221.9%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF13,138$918.0K0.2%−1,109−7.8%Reduced–
iShares Core S&P Mid-Cap ETF464287507ETF3,402$913.0K0.2%+931+37.7%Added–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID27,076$899.0K0.2%+26,586+5,425.7%Added–
TFCTruist Financial CorpCOM15,780$895.0K0.2%+3,308+26.5%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF16,113$887.0K0.2%+8,501+111.7%Added–
UPSUnited Parcel Service IncStock4,072$873.0K0.2%+536+15.2%AddedHistory
XOMExxonMobil Holdings CorpCOM10,418$861.0K0.2%+765+7.9%AddedHistory
CSCOCisco Systems, Inc.Stock15,103$843.0K0.2%−44−0.3%ReducedHistory
CDWCDW CorpCOM4,696$840.0K0.2%+2,544+118.2%AddedHistory
NOCNorthrop Grumman CorpStock1,867$836.0K0.2%+527+39.3%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF10,157$832.0K0.2%−1,279−11.2%Reduced–
MCDMcDonalds CorpStock3,355$830.0K0.2%+618+22.6%AddedHistory
SOSouthern CoStock11,272$817.0K0.2%+651+6.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF7,571$817.0K0.2%+1,258+19.9%Added–
TERTeradyne, IncStock6,905$817.0K0.2%+3,796+122.1%AddedHistory
iShares Tr4642886613 7 YR TREAS BD6,688$816.0K0.2%−809−10.8%Reduced–
LPLALPL Financial Holdings Inc.COM4,449$813.0K0.2%+2,301+107.1%AddedHistory
ABTAbbott LaboratoriesStock6,867$812.0K0.2%+1,739+33.9%AddedHistory
SITESiteOne Landscape Supply, Inc.COM4,867$787.0K0.2%+2,643+118.8%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF6,998$786.0K0.2%−160−2.2%Reduced–
COOCooper Companies, Inc.COM NEW1,877$784.0K0.2%+1,007+115.7%AddedHistory

Sold out since Q4 2021 (213)

Positions held at the end of Q4 2021 that are gone from this filing.

The largest 100 of 213 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2021
SecurityClassShares in Q4 2021Value in Q4 2021% of portfolio in Q4 2021History
ETF Ser Solutions26922A511US DIVERSIFIED11,512$454.0K0.1%–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF4,240$362.0K0.1%–
PLANAnaplan, Inc.COM4,015$184.0K0.1%History
iShares Select Dividend ETF464287168ETF734$90.0K<0.1%–
ZSZscaler, Inc.Stock250$80.0K<0.1%History
MDYSPDR S&P Midcap 400 ETF TrustETF108$56.0K<0.1%History
BURLBurlington Stores, Inc.COM131$38.0K<0.1%History
NETCloudflare, Inc.CL A COM261$34.0K<0.1%History
OPTUOptimum Communications, Inc.CL A2,029$33.0K<0.1%History
Farfetch Ltd30744W107ORD SH CL A921$31.0K<0.1%–
Royal Dutch Shell PLC780259206SPONS ADR A681$30.0K<0.1%–
NXPNuveen Select Tax Free Income PortfolioSH BEN INT1,678$27.0K<0.1%History
DCBODocebo Inc.COM396$27.0K<0.1%History
VanEck Vectors ETF Tr92189F817VIETNAM ETF1,268$27.0K<0.1%–
AEEAmeren CorpCOM291$26.0K<0.1%History
TREELendingTree, Inc.COM192$24.0K<0.1%History
JDJD.com, Inc.SPON ADS CL A315$22.0K<0.1%History
VanEck Vectors ETF Tr92189F403RUSSIA ETF809$22.0K<0.1%–
CNVYConvey Health Solutions Holdings, Inc.COM2,723$22.0K<0.1%History
Cornerstone Building Brands, Inc.21925D109COM1,200$21.0K<0.1%–
FMBIFirst Midwest Bancorp IncCOM975$20.0K<0.1%History
MGLNMagellan Health IncCOM NEW209$20.0K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS347$19.0K<0.1%–
AMBPArdagh Metal Packaging S.A.SHS2,101$19.0K<0.1%History
RBNCReliant Bancorp, Inc.COM533$19.0K<0.1%History
OSISOsi Systems IncCOM183$17.0K<0.1%History
PUBMPubMatic, Inc.COM CL A500$17.0K<0.1%History
Royal Dutch Shell PLC780259107SPON ADR B391$17.0K<0.1%–
HFCHollyFrontier CorpCOM430$14.0K<0.1%History
PAEPAE IncCOM CL A1,410$14.0K<0.1%History
COOKTraeger, Inc.COMMON STOCK1,126$14.0K<0.1%History
SPNTSiriusPoint LtdCOM1,625$13.0K<0.1%History
KRAKraton CorpCOM272$13.0K<0.1%History
ONTFON24 Inc.COM712$13.0K<0.1%History
DIDIYDiDi Global Inc.SPONSORED ADS2,652$13.0K<0.1%History
WGOWinnebago Industries IncCOM158$12.0K<0.1%History
SUISun Communities IncCOM52$11.0K<0.1%History
TASTCarrols Restaurant Group, Inc.COM3,723$11.0K<0.1%History
CPACopa Holdings, S.A.CL A124$10.0K<0.1%History
LGNDLigand Pharmaceuticals IncCOM NEW62$10.0K<0.1%History
RHRHCOM19$10.0K<0.1%History
LZLegalzoom.com, Inc.COM608$10.0K<0.1%History
GESGuess IncCOM443$10.0K<0.1%History
MTTRMatterport, Inc.COM CL A500$10.0K<0.1%History
SNOWSnowflake Inc.Stock27$9.00K<0.1%History
TTMITTM Technologies IncCOM578$9.00K<0.1%History
NATNordic American Tankers LtdCOM5,312$9.00K<0.1%History
BRF SA10552T107SPONSORED ADR2,271$9.00K<0.1%–
FRTAForterra, Inc.COM371$9.00K<0.1%History
GWBGreat Western Bancorp, Inc.COM266$9.00K<0.1%History
NTUSNatus Medical IncCOM386$9.00K<0.1%History
TCOMTrip.com Group LtdADS293$8.00K<0.1%History
XMTRXometry, Inc.CLASS A COM162$8.00K<0.1%History
iShares Tr464287630RUS 2000 VAL ETF48$8.00K<0.1%–
PAYAPaya Holdings Inc.COM CL A1,322$8.00K<0.1%History
VLDRVelodyne Lidar, Inc.COM1,683$8.00K<0.1%History
MKTXMarketaxess Holdings IncCOM18$7.00K<0.1%History
PRSUPursuit Attractions & Hospitality, Inc.COM157$7.00K<0.1%History
AVAHAveanna Healthcare Holdings, Inc.COM946$7.00K<0.1%History
TDOCTeladoc Health, Inc.COM77$7.00K<0.1%History
Direxion Shs ETF Tr25460G864DAILY RGNAL BULL140$7.00K<0.1%–
STFCState Auto Financial CORPCOM132$7.00K<0.1%History
INFOIHS Markit Ltd.SHS56$7.00K<0.1%History
WENWendy's CoStock251$6.00K<0.1%History
State Street Industrial Select Sector SPDR ETF81369Y704ETF55$6.00K<0.1%–
TPLTexas Pacific Land CorpStock5$6.00K<0.1%History
CTRECareTrust REIT, Inc.COM273$6.00K<0.1%History
MGAMagna International IncCOM79$6.00K<0.1%History
LZBLa-Z-Boy IncCOM151$6.00K<0.1%History
PARRPar Pacific Holdings, Inc.COM NEW386$6.00K<0.1%History
ERICEricsson LM Telephone CoADR B SEK 10522$6.00K<0.1%History
CCOICogent Communications Holdings, Inc.COM NEW76$6.00K<0.1%History
DNBDun & Bradstreet Holdings, Inc.COM289$6.00K<0.1%History
XLNXXilinx IncCOM27$6.00K<0.1%History
ARGXArgenx SESPONSORED ADR13$5.00K<0.1%History
IGRCbre Global Real Estate Income FundCOM551$5.00K<0.1%History
CNKCinemark Holdings, Inc.COM290$5.00K<0.1%History
VVXV2X, Inc.COM120$5.00K<0.1%History
VITLVital Farms, Inc.COM285$5.00K<0.1%History
ADVAdvantage Solutions Inc.COM CL A632$5.00K<0.1%History
OSHOak Street Health, Inc.COM161$5.00K<0.1%History
AZZAzz IncCOM80$4.00K<0.1%History
ELFe.l.f. Beauty, Inc.COM114$4.00K<0.1%History
PPLIPeople IncCOM NEW30$4.00K<0.1%History
BHKBlackRock Core Bond TrustSHS BEN INT268$4.00K<0.1%History
BEKEKE Holdings Inc.SPONSORED ADS234$4.00K<0.1%History
COLLCollegium Pharmaceutical, IncCOM190$4.00K<0.1%History
TRUTransUnionCOM33$4.00K<0.1%History
DDD3D Systems CorpCOM NEW177$4.00K<0.1%History
ATHMAutohome Inc.SP ADS RP CL A132$4.00K<0.1%History
MNROMonro, Inc.COM69$4.00K<0.1%History
SHOEShoe Station Group IncCOM90$4.00K<0.1%History
TEADTeads Holding Co.COM274$4.00K<0.1%History
VMDViemed Healthcare, Inc.COM789$4.00K<0.1%History
VNETVNET Group, Inc.SPONSORED ADS A395$4.00K<0.1%History
CHPTChargePoint Holdings, Inc.COM CL A192$4.00K<0.1%History
CBAYCymaBay Therapeutics, Inc.COM1,050$4.00K<0.1%History
iShares Tr464287382JPX NIKKEI 40050$4.00K<0.1%–
ITIIteris, Inc.COM997$4.00K<0.1%History
BFXBowflex Inc.COM673$4.00K<0.1%History