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.
- Positions
- 1,717
- −66 vs. Q4 2021
- Portfolio value
- $394.3M
- +$37.1M (+10.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 6,270 | $672.0K | 0.2% | +3,760+149.8% | Added | – |
| EOGEOG Resources Inc | Stock | 5,690 | $679.0K | 0.2% | +2,296+67.6% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 7,592 | $694.0K | 0.2% | −838−9.9% | Reduced | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 11,811 | $700.0K | 0.2% | +1,109+10.4% | Added | – |
| LMTLockheed Martin Corp | Stock | 1,589 | $702.0K | 0.2% | +541+51.6% | Added | History |
| iShares Tr46434V613 | CORE UNIVRSL USD | 14,444 | $717.0K | 0.2% | +4,877+51.0% | Added | – |
| BLKBlackRock, Inc. | COM | 938 | $717.0K | 0.2% | +227+31.9% | Added | History |
| EFXEquifax Inc | COM | 3,028 | $718.0K | 0.2% | +1,594+111.2% | Added | History |
| American Centy ETF Tr025072877 | US SML CP VALU | 9,102 | $726.0K | 0.2% | +463+5.4% | Added | – |
| NEENextera Energy Inc | Stock | 8,696 | $736.0K | 0.2% | +887+11.4% | Added | History |
| NDSNNordson Corp | COM | 3,240 | $736.0K | 0.2% | +1,743+116.4% | Added | History |
| LINLinde PLC | SHS | 2,335 | $746.0K | 0.2% | +1,176+101.5% | Added | History |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 8,169 | $749.0K | 0.2% | +588+7.8% | Added | – |
| CBChubb Ltd | Stock | 3,565 | $763.0K | 0.2% | +1,535+75.6% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 12,906 | $771.0K | 0.2% | −737−5.4% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 16,502 | $781.0K | 0.2% | +2,032+14.0% | Added | – |
| SMGScotts Miracle-Gro Co | Stock | 6,363 | $782.0K | 0.2% | +3,417+116.0% | Added | History |
| COOCooper Companies, Inc. | COM NEW | 1,877 | $784.0K | 0.2% | +1,007+115.7% | Added | History |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 6,998 | $786.0K | 0.2% | −160−2.2% | Reduced | – |
| SITESiteOne Landscape Supply, Inc. | COM | 4,867 | $787.0K | 0.2% | +2,643+118.8% | Added | History |
| ABTAbbott Laboratories | Stock | 6,867 | $812.0K | 0.2% | +1,739+33.9% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 4,449 | $813.0K | 0.2% | +2,301+107.1% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 6,688 | $816.0K | 0.2% | −809−10.8% | Reduced | – |
| SOSouthern Co | Stock | 11,272 | $817.0K | 0.2% | +651+6.1% | Added | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,571 | $817.0K | 0.2% | +1,258+19.9% | Added | – |
| TERTeradyne, Inc | Stock | 6,905 | $817.0K | 0.2% | +3,796+122.1% | Added | History |
| MCDMcDonalds Corp | Stock | 3,355 | $830.0K | 0.2% | +618+22.6% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 10,157 | $832.0K | 0.2% | −1,279−11.2% | Reduced | – |
| NOCNorthrop Grumman Corp | Stock | 1,867 | $836.0K | 0.2% | +527+39.3% | Added | History |
| CDWCDW Corp | COM | 4,696 | $840.0K | 0.2% | +2,544+118.2% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 15,103 | $843.0K | 0.2% | −44−0.3% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 10,418 | $861.0K | 0.2% | +765+7.9% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 4,072 | $873.0K | 0.2% | +536+15.2% | Added | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 16,113 | $887.0K | 0.2% | +8,501+111.7% | Added | – |
| TFCTruist Financial Corp | COM | 15,780 | $895.0K | 0.2% | +3,308+26.5% | Added | History |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 27,076 | $899.0K | 0.2% | +26,586+5,425.7% | Added | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 3,402 | $913.0K | 0.2% | +931+37.7% | Added | – |
| Vanguard Emerging Markets Government Bond ETF921946885 | ETF | 13,138 | $918.0K | 0.2% | −1,109−7.8% | Reduced | – |
| WRBBerkley W R Corp | COM | 13,801 | $919.0K | 0.2% | +9,513+221.9% | Added | History |
| CRLCharles River Laboratories International, Inc. | COM | 3,273 | $930.0K | 0.2% | +1,621+98.1% | Added | History |
| POOLPool Corp | COM | 2,198 | $930.0K | 0.2% | +1,079+96.4% | Added | History |
| MDTMedtronic plc | Stock | 8,661 | $961.0K | 0.2% | +2,258+35.3% | Added | History |
| LLYEli Lilly & Co | Stock | 3,385 | $970.0K | 0.2% | +974+40.4% | Added | History |
| CVXChevron Corp | Stock | 5,989 | $974.0K | 0.2% | +1,491+33.1% | Added | History |
| PGProcter & Gamble Co | Stock | 6,383 | $975.0K | 0.2% | +355+5.9% | Added | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 5,782 | $986.0K | 0.3% | +2,847+97.0% | Added | History |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 13,309 | $986.0K | 0.3% | +2,268+20.5% | Added | – |
| ABBVAbbVie Inc. | Stock | 6,087 | $987.0K | 0.3% | +3,327+120.5% | Added | History |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 8,044 | $997.0K | 0.3% | +261+3.4% | Added | – |
| TSLATesla, Inc. | Stock | 942 | $1.01M | 0.3% | +136+16.9% | Added | History |
| CMCSAComcast Corp | Stock | 21,685 | $1.02M | 0.3% | +7,556+53.5% | Added | History |
| KOCoca Cola Co | Stock | 16,619 | $1.03M | 0.3% | +4,838+41.1% | Added | History |
| ZBRAZebra Technologies Corp | CL A | 2,558 | $1.06M | 0.3% | +1,228+92.3% | Added | History |
| USBUS Bancorp DE | COM NEW | 20,816 | $1.11M | 0.3% | −113−0.5% | Reduced | History |
| TXNTexas Instruments Inc | Stock | 6,188 | $1.14M | 0.3% | +962+18.4% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,585 | $1.17M | 0.3% | +268+11.6% | Added | History |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 18,816 | $1.18M | 0.3% | +13,533+256.2% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 48,929 | $1.22M | 0.3% | +11,290+30.0% | Added | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 21,813 | $1.22M | 0.3% | +1,796+9.0% | Added | – |
| AVGOBroadcom Inc. | Stock | 1,986 | $1.25M | 0.3% | +902+83.2% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,680 | $1.26M | 0.3% | +1,232+27.7% | Added | History |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 18,816 | $1.27M | 0.3% | +19+0.1% | Added | – |
| UNPUnion Pacific Corp | Stock | 4,692 | $1.28M | 0.3% | +1,047+28.7% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,557 | $1.30M | 0.3% | +1,032+67.7% | Added | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 5,874 | $1.31M | 0.3% | −769−11.6% | Reduced | – |
| JNJJohnson & Johnson | Stock | 8,100 | $1.44M | 0.4% | +1,565+23.9% | Added | History |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 30,755 | $1.46M | 0.4% | +856+2.9% | Added | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 32,484 | $1.60M | 0.4% | −15,808−32.7% | Reduced | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 20,853 | $1.63M | 0.4% | +1,185+6.0% | Added | – |
| VVisa Inc. | Stock | 7,669 | $1.70M | 0.4% | +2,392+45.3% | Added | History |
| Vanguard Total World Stock ETF922042742 | ETF | 16,869 | $1.71M | 0.4% | +1,326+8.5% | Added | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 28,796 | $1.74M | 0.4% | +1,628+6.0% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 33,207 | $1.74M | 0.4% | +1,868+6.0% | Added | – |
| HDHome Depot, Inc. | Stock | 5,903 | $1.77M | 0.4% | +1,229+26.3% | Added | History |
| Northern LTS FD Tr IV66538H534 | INSPIRE 100 ETF | 49,890 | $1.79M | 0.5% | +31,701+174.3% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 31,993 | $1.90M | 0.5% | −1,307−3.9% | Reduced | – |
| iShares Tr464288448 | INTL SEL DIV ETF | 61,361 | $1.95M | 0.5% | +12,005+24.3% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 19,445 | $1.97M | 0.5% | +979+5.3% | Added | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 37,491 | $2.00M | 0.5% | +37,491 | New | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 27,861 | $2.00M | 0.5% | +10,956+64.8% | Added | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 43,416 | $2.02M | 0.5% | −4,354−9.1% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 40,875 | $2.05M | 0.5% | −3,298−7.5% | Reduced | – |
| JPMJPMorgan Chase & Co | Stock | 15,634 | $2.13M | 0.5% | +2,155+16.0% | Added | History |
| GOOGAlphabet Inc. | Stock | 774 | $2.16M | 0.5% | +91+13.3% | Added | History |
| American Centy ETF Tr025072562 | AVANTIS CORE FI | 49,114 | $2.23M | 0.6% | +1,774+3.7% | Added | – |
| iShares MSCI Eafe ETF464287465 | ETF | 30,308 | $2.23M | 0.6% | +907+3.1% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 5,294 | $2.40M | 0.6% | +1,739+48.9% | Added | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 21,274 | $2.73M | 0.7% | +2,331+12.3% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 18,578 | $2.75M | 0.7% | +2,430+15.0% | Added | – |
| GOOGLAlphabet Inc. | Stock | 1,031 | $2.87M | 0.7% | +231+28.9% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 18,443 | $3.24M | 0.8% | −91−0.5% | Reduced | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 97,383 | $3.26M | 0.8% | +4,543+4.9% | Added | – |
| SFBSServisFirst Bancshares, Inc. | COM | 34,628 | $3.30M | 0.8% | +18,100+109.5% | Added | History |
| American Centy ETF Tr025072885 | US EQT ETF | 46,244 | $3.56M | 0.9% | +2,240+5.1% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 45,317 | $3.58M | 0.9% | +8,029+21.5% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 43,389 | $3.73M | 0.9% | −2,527−5.5% | Reduced | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,619 | $3.92M | 1.0% | +1,260+10.2% | Added | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 82,434 | $4.04M | 1.0% | +85+0.1% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 19,522 | $4.15M | 1.1% | +4,912+33.6% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,394 | $4.54M | 1.2% | +283+25.5% | Added | History |
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.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| ETF Ser Solutions26922A511 | US DIVERSIFIED | 11,512 | $454.0K | 0.1% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 4,240 | $362.0K | 0.1% | – |
| PLANAnaplan, Inc. | COM | 4,015 | $184.0K | 0.1% | History |
| iShares Select Dividend ETF464287168 | ETF | 734 | $90.0K | <0.1% | – |
| ZSZscaler, Inc. | Stock | 250 | $80.0K | <0.1% | History |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 108 | $56.0K | <0.1% | History |
| BURLBurlington Stores, Inc. | COM | 131 | $38.0K | <0.1% | History |
| NETCloudflare, Inc. | CL A COM | 261 | $34.0K | <0.1% | History |
| OPTUOptimum Communications, Inc. | CL A | 2,029 | $33.0K | <0.1% | History |
| Farfetch Ltd30744W107 | ORD SH CL A | 921 | $31.0K | <0.1% | – |
| Royal Dutch Shell PLC780259206 | SPONS ADR A | 681 | $30.0K | <0.1% | – |
| NXPNuveen Select Tax Free Income Portfolio | SH BEN INT | 1,678 | $27.0K | <0.1% | History |
| DCBODocebo Inc. | COM | 396 | $27.0K | <0.1% | History |
| VanEck Vectors ETF Tr92189F817 | VIETNAM ETF | 1,268 | $27.0K | <0.1% | – |
| AEEAmeren Corp | COM | 291 | $26.0K | <0.1% | History |
| TREELendingTree, Inc. | COM | 192 | $24.0K | <0.1% | History |
| JDJD.com, Inc. | SPON ADS CL A | 315 | $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 |
| Cornerstone Building Brands, Inc.21925D109 | COM | 1,200 | $21.0K | <0.1% | – |
| FMBIFirst Midwest Bancorp Inc | COM | 975 | $20.0K | <0.1% | History |
| MGLNMagellan Health Inc | COM NEW | 209 | $20.0K | <0.1% | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 347 | $19.0K | <0.1% | – |
| AMBPArdagh Metal Packaging S.A. | SHS | 2,101 | $19.0K | <0.1% | History |
| RBNCReliant Bancorp, Inc. | COM | 533 | $19.0K | <0.1% | History |
| OSISOsi Systems Inc | COM | 183 | $17.0K | <0.1% | History |
| PUBMPubMatic, Inc. | COM CL A | 500 | $17.0K | <0.1% | History |
| Royal Dutch Shell PLC780259107 | SPON ADR B | 391 | $17.0K | <0.1% | – |
| HFCHollyFrontier Corp | COM | 430 | $14.0K | <0.1% | History |
| PAEPAE Inc | COM CL A | 1,410 | $14.0K | <0.1% | History |
| COOKTraeger, Inc. | COMMON STOCK | 1,126 | $14.0K | <0.1% | History |
| SPNTSiriusPoint Ltd | COM | 1,625 | $13.0K | <0.1% | History |
| KRAKraton Corp | COM | 272 | $13.0K | <0.1% | History |
| ONTFON24 Inc. | COM | 712 | $13.0K | <0.1% | History |
| DIDIYDiDi Global Inc. | SPONSORED ADS | 2,652 | $13.0K | <0.1% | History |
| WGOWinnebago Industries Inc | COM | 158 | $12.0K | <0.1% | History |
| SUISun Communities Inc | COM | 52 | $11.0K | <0.1% | History |
| TASTCarrols Restaurant Group, Inc. | COM | 3,723 | $11.0K | <0.1% | History |
| CPACopa Holdings, S.A. | CL A | 124 | $10.0K | <0.1% | History |
| LGNDLigand Pharmaceuticals Inc | COM NEW | 62 | $10.0K | <0.1% | History |
| RHRH | COM | 19 | $10.0K | <0.1% | History |
| LZLegalzoom.com, Inc. | COM | 608 | $10.0K | <0.1% | History |
| GESGuess Inc | COM | 443 | $10.0K | <0.1% | History |
| MTTRMatterport, Inc. | COM CL A | 500 | $10.0K | <0.1% | History |
| SNOWSnowflake Inc. | Stock | 27 | $9.00K | <0.1% | History |
| TTMITTM Technologies Inc | COM | 578 | $9.00K | <0.1% | History |
| NATNordic American Tankers Ltd | COM | 5,312 | $9.00K | <0.1% | History |
| BRF SA10552T107 | SPONSORED ADR | 2,271 | $9.00K | <0.1% | – |
| FRTAForterra, Inc. | COM | 371 | $9.00K | <0.1% | History |
| GWBGreat Western Bancorp, Inc. | COM | 266 | $9.00K | <0.1% | History |
| NTUSNatus Medical Inc | COM | 386 | $9.00K | <0.1% | History |
| TCOMTrip.com Group Ltd | ADS | 293 | $8.00K | <0.1% | History |
| XMTRXometry, Inc. | CLASS A COM | 162 | $8.00K | <0.1% | History |
| iShares Tr464287630 | RUS 2000 VAL ETF | 48 | $8.00K | <0.1% | – |
| PAYAPaya Holdings Inc. | COM CL A | 1,322 | $8.00K | <0.1% | History |
| VLDRVelodyne Lidar, Inc. | COM | 1,683 | $8.00K | <0.1% | History |
| MKTXMarketaxess Holdings Inc | COM | 18 | $7.00K | <0.1% | History |
| PRSUPursuit Attractions & Hospitality, Inc. | COM | 157 | $7.00K | <0.1% | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 946 | $7.00K | <0.1% | History |
| TDOCTeladoc Health, Inc. | COM | 77 | $7.00K | <0.1% | History |
| Direxion Shs ETF Tr25460G864 | DAILY RGNAL BULL | 140 | $7.00K | <0.1% | – |
| STFCState Auto Financial CORP | COM | 132 | $7.00K | <0.1% | History |
| INFOIHS Markit Ltd. | SHS | 56 | $7.00K | <0.1% | History |
| WENWendy's Co | Stock | 251 | $6.00K | <0.1% | History |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 55 | $6.00K | <0.1% | – |
| TPLTexas Pacific Land Corp | Stock | 5 | $6.00K | <0.1% | History |
| CTRECareTrust REIT, Inc. | COM | 273 | $6.00K | <0.1% | History |
| MGAMagna International Inc | COM | 79 | $6.00K | <0.1% | History |
| LZBLa-Z-Boy Inc | COM | 151 | $6.00K | <0.1% | History |
| PARRPar Pacific Holdings, Inc. | COM NEW | 386 | $6.00K | <0.1% | History |
| ERICEricsson LM Telephone Co | ADR B SEK 10 | 522 | $6.00K | <0.1% | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 76 | $6.00K | <0.1% | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 289 | $6.00K | <0.1% | History |
| XLNXXilinx Inc | COM | 27 | $6.00K | <0.1% | History |
| ARGXArgenx SE | SPONSORED ADR | 13 | $5.00K | <0.1% | History |
| IGRCbre Global Real Estate Income Fund | COM | 551 | $5.00K | <0.1% | History |
| CNKCinemark Holdings, Inc. | COM | 290 | $5.00K | <0.1% | History |
| VVXV2X, Inc. | COM | 120 | $5.00K | <0.1% | History |
| VITLVital Farms, Inc. | COM | 285 | $5.00K | <0.1% | History |
| ADVAdvantage Solutions Inc. | COM CL A | 632 | $5.00K | <0.1% | History |
| OSHOak Street Health, Inc. | COM | 161 | $5.00K | <0.1% | History |
| AZZAzz Inc | COM | 80 | $4.00K | <0.1% | History |
| ELFe.l.f. Beauty, Inc. | COM | 114 | $4.00K | <0.1% | History |
| PPLIPeople Inc | COM NEW | 30 | $4.00K | <0.1% | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 268 | $4.00K | <0.1% | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 234 | $4.00K | <0.1% | History |
| COLLCollegium Pharmaceutical, Inc | COM | 190 | $4.00K | <0.1% | History |
| TRUTransUnion | COM | 33 | $4.00K | <0.1% | History |
| DDD3D Systems Corp | COM NEW | 177 | $4.00K | <0.1% | History |
| ATHMAutohome Inc. | SP ADS RP CL A | 132 | $4.00K | <0.1% | History |
| MNROMonro, Inc. | COM | 69 | $4.00K | <0.1% | History |
| SHOEShoe Station Group Inc | COM | 90 | $4.00K | <0.1% | History |
| TEADTeads Holding Co. | COM | 274 | $4.00K | <0.1% | History |
| VMDViemed Healthcare, Inc. | COM | 789 | $4.00K | <0.1% | History |
| VNETVNET Group, Inc. | SPONSORED ADS A | 395 | $4.00K | <0.1% | History |
| CHPTChargePoint Holdings, Inc. | COM CL A | 192 | $4.00K | <0.1% | History |
| CBAYCymaBay Therapeutics, Inc. | COM | 1,050 | $4.00K | <0.1% | History |
| iShares Tr464287382 | JPX NIKKEI 400 | 50 | $4.00K | <0.1% | – |
| ITIIteris, Inc. | COM | 997 | $4.00K | <0.1% | History |
| BFXBowflex Inc. | COM | 673 | $4.00K | <0.1% | History |