EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

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
Filed: May 25, 2022; SEC

Holdings of EverSource Wealth Advisors, LLC in Q1 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	74,798	$4.71M	1.2%	−30,310−28.8%	Reduced	–
Vanguard World FD921910816	MEGA GRWTH IND	20,286	$4.78M	1.2%	−4,967−19.7%	Reduced	–
Vanguard Ftse Emerging Markets ETF922042858	ETF	103,604	$4.78M	1.2%	−3,959−3.7%	Reduced	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	32,574	$4.88M	1.2%	−636−1.9%	Reduced	–
Vanguard World FD921910840	MEGA CAP VAL ETF	54,620	$5.86M	1.5%	−4,232−7.2%	Reduced	–
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	182,712	$5.98M	1.5%	+85,518+88.0%	Added	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	123,843	$6.21M	1.6%	−5,707−4.4%	Reduced	–
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	228,542	$6.30M	1.6%	+43,808+23.7%	Added	–
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	144,853	$7.11M	1.8%	+122,324+543.0%	Added	–
MSFTMicrosoft Corp	Stock	27,653	$8.53M	2.2%	+6,633+31.6%	Added	History
Vanguard Dividend Appreciation ETF921908844	ETF	77,587	$12.6M	3.2%	+5,129+7.1%	Added	–
AAPLApple Inc.	Stock	74,619	$13.0M	3.3%	+5,703+8.3%	Added	History
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	169,875	$13.3M	3.4%	−56,409−24.9%	Reduced	–
IIIVi3 Verticals, Inc.	COM CL A	526,275	$14.7M	3.7%	00.0%	Unchanged	History
Vanguard Morningstar Total Stock Market ETF922908769	ETF	66,178	$15.1M	3.8%	+1,485+2.3%	Added	–
Vanguard S&P 500 ETF922908363	ETF	36,566	$15.2M	3.9%	+4,414+13.7%	Added	–
Vanguard Ftse Developed Markets ETF921943858	ETF	339,284	$16.3M	4.1%	−32,144−8.7%	Reduced	–

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
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