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 Inc46434G863 | ESG AWR MSCI EM | 8,857 | $326.0K | 0.1% | +2,588+41.3% | Added | – |
| MSMorgan Stanley | Stock | 3,691 | $322.0K | 0.1% | −15−0.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 1,378 | $307.0K | 0.1% | +834+153.3% | Added | History |
| MDLZMondelez International, Inc. | Stock | 4,857 | $305.0K | 0.1% | +1,673+52.5% | Added | History |
| iShares Tr464288588 | MBS ETF | 2,974 | $303.0K | 0.1% | −6,844−69.7% | Reduced | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 3,504 | $303.0K | 0.1% | +1,543+78.7% | Added | – |
| ASMLASML Holding NV | ADR | 452 | $302.0K | 0.1% | +243+116.3% | Added | History |
| HUMHumana Inc | Stock | 689 | $300.0K | 0.1% | +346+100.9% | Added | History |
| NSCNorfolk Southern Corp | Stock | 1,043 | $298.0K | 0.1% | +372+55.4% | Added | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,981 | $297.0K | 0.1% | +301+11.2% | Added | History |
| NVONovo Nordisk A S | ADR | 2,673 | $297.0K | 0.1% | +1,963+276.5% | Added | History |
| AONAon plc | CL A | 910 | $297.0K | 0.1% | +617+210.6% | Added | History |
| CSXCSX Corp | Stock | 7,772 | $292.0K | 0.1% | +5,301+214.5% | Added | History |
| MAMastercard Inc | Stock | 814 | $291.0K | 0.1% | −284−25.9% | Reduced | History |
| DUKDuke Energy CORP | Stock | 2,504 | $279.0K | 0.1% | +64+2.6% | Added | History |
| ENBEnbridge Inc | Stock | 6,016 | $278.0K | 0.1% | +565+10.4% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 460 | $272.0K | 0.1% | +71+18.3% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 4,414 | $268.0K | 0.1% | +827+23.1% | Added | – |
| SRESempra | Stock | 1,595 | $268.0K | 0.1% | +986+161.9% | Added | History |
| iShares Tr464287796 | U.S. ENERGY ETF | 6,501 | $266.0K | 0.1% | +629+10.7% | Added | – |
| iShares Tips Bond ETF464287176 | ETF | 2,101 | $262.0K | 0.1% | +206+10.9% | Added | – |
| SBUXStarbucks Corp | Stock | 2,852 | $260.0K | 0.1% | −680−19.3% | Reduced | History |
| NVSNovartis AG | ADR | 2,931 | $257.0K | 0.1% | +274+10.3% | Added | History |
| RSGRepublic Services, Inc. | COM | 1,937 | $257.0K | 0.1% | +544+39.1% | Added | History |
| VFCV F Corp | Stock | 4,504 | $256.0K | 0.1% | +894+24.8% | Added | History |
| IAUiShares Gold Trust | ETF | 6,918 | $255.0K | 0.1% | +1,758+34.1% | Added | History |
| SNYSanofi | SPONSORED ADR | 4,963 | $255.0K | 0.1% | +2,597+109.8% | Added | History |
| AMPAmeriprise Financial Inc | COM | 842 | $253.0K | 0.1% | +24+2.9% | Added | History |
| EQIXEquinix Inc | COM | 340 | $252.0K | 0.1% | +238+233.3% | Added | History |
| WCNWaste Connections, Inc. | COM | 1,781 | $249.0K | 0.1% | +1,565+724.5% | Added | History |
| PLDPrologis, Inc. | REIT | 1,538 | $248.0K | 0.1% | +144+10.3% | Added | History |
| BKNGBooking Holdings Inc. | Stock | 106 | $248.0K | 0.1% | +4+3.9% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 906 | $246.0K | 0.1% | +455+100.9% | Added | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,433 | $245.0K | 0.1% | +1,227+23.6% | Added | – |
| CAGConagra Brands Inc. | Stock | 7,054 | $236.0K | 0.1% | −197−2.7% | Reduced | History |
| EMNEastman Chemical Co | Stock | 2,103 | $235.0K | 0.1% | +60+2.9% | Added | History |
| QCOMQualcomm Inc | Stock | 1,538 | $235.0K | 0.1% | −26−1.7% | Reduced | History |
| VALEVale S.A. | SPONSORED ADS | 11,695 | $233.0K | 0.1% | +9,987+584.7% | Added | History |
| MCWMister Car Wash, Inc. | COM | 15,650 | $231.0K | 0.1% | +500+3.3% | Added | History |
| BSXBoston Scientific Corp | Stock | 5,182 | $230.0K | 0.1% | +881+20.5% | Added | History |
| SHWSherwin Williams Co | COM | 917 | $229.0K | 0.1% | +116+14.5% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,867 | $226.0K | 0.1% | +39+1.4% | Added | – |
| FANGDiamondback Energy, Inc. | Stock | 1,635 | $224.0K | 0.1% | +4+0.2% | Added | History |
| ALLAllstate Corp | Stock | 1,595 | $222.0K | 0.1% | +28+1.8% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,204 | $221.0K | 0.1% | +91+8.2% | Added | History |
| DISWalt Disney Co | Stock | 1,605 | $220.0K | 0.1% | +342+27.1% | Added | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 11,525 | $217.0K | 0.1% | +5,219+82.8% | Added | History |
| iShares Tr46435U663 | ESG AWARE MSCI | 5,709 | $217.0K | 0.1% | −672−10.5% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 1,963 | $212.0K | 0.1% | +18+0.9% | Added | – |
| CVSCVS Health Corp | Stock | 2,065 | $209.0K | 0.1% | +251+13.8% | Added | History |
| iShares Tr46435G474 | FALN ANGLS USD | 7,523 | $209.0K | 0.1% | +2,537+50.9% | Added | – |
| GMGeneral Motors Co | COM | 4,738 | $208.0K | 0.1% | −219−4.4% | Reduced | History |
| DCTDuck Creek Technologies, Inc. | SHS | 9,392 | $208.0K | 0.1% | +5,196+123.8% | Added | History |
| SPGIS&P Global Inc. | Stock | 478 | $196.0K | <0.1% | +93+24.2% | Added | History |
| iShares Tr46432F388 | MSCI USA VALUE | 1,873 | $196.0K | <0.1% | −955−33.8% | Reduced | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 4,616 | $195.0K | <0.1% | +2,641+133.7% | Added | History |
| KLACKLA Corp | COM NEW | 516 | $190.0K | <0.1% | +407+373.4% | Added | History |
| BPBP PLC | ADR | 6,400 | $189.0K | <0.1% | −94−1.4% | Reduced | History |
| HALHalliburton Co | Stock | 4,947 | $187.0K | <0.1% | +10.0% | Added | History |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 4,562 | $182.0K | <0.1% | +2,286+100.4% | Added | – |
| CMGChipotle Mexican Grill Inc | COM | 115 | $182.0K | <0.1% | +79+219.4% | Added | History |
| RELXRELX PLC | SPONSORED ADR | 5,757 | $179.0K | <0.1% | +5,279+1,104.4% | Added | History |
| STZConstellation Brands, Inc. | Stock | 769 | $177.0K | <0.1% | +116+17.8% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,507 | $175.0K | <0.1% | −310−17.1% | Reduced | History |
| iShares Tr46436E759 | ESG EAFE ETF | 2,881 | $175.0K | <0.1% | +120+4.3% | Added | – |
| iShares Tr464287440 | 7-10 YR TRSY BD | 1,630 | $175.0K | <0.1% | +1,352+486.3% | Added | – |
| Timothy Plan887432342 | U S SM CP CORE | 5,250 | $173.0K | <0.1% | +2,070+65.1% | Added | – |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 7,112 | $172.0K | <0.1% | +5,127+258.3% | Added | – |
| NFLXNetflix Inc | Stock | 454 | $169.0K | <0.1% | +153+50.8% | Added | History |
| WMBWilliams Companies, Inc. | COM | 5,001 | $167.0K | <0.1% | +3,229+182.2% | Added | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 5,024 | $164.0K | <0.1% | +753+17.6% | Added | – |
| ULUnilever PLC | SPON ADR NEW | 3,592 | $164.0K | <0.1% | +407+12.8% | Added | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 6,256 | $163.0K | <0.1% | +2,137+51.9% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 542 | $163.0K | <0.1% | +185+51.8% | Added | History |
| MMM3M Co | Stock | 1,081 | $160.0K | <0.1% | −190−14.9% | Reduced | History |
| ITWIllinois Tool Works Inc | Stock | 759 | $159.0K | <0.1% | −11−1.4% | Reduced | History |
| CCitigroup Inc | Stock | 2,976 | $158.0K | <0.1% | +298+11.1% | Added | History |
| ETNEaton Corp plc | Stock | 1,027 | $156.0K | <0.1% | +7+0.7% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 287 | $156.0K | <0.1% | +213+287.8% | Added | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 1,984 | $154.0K | <0.1% | +137+7.4% | Added | – |
| SGENSeagen Inc. | COM | 1,058 | $152.0K | <0.1% | +852+413.6% | Added | History |
| MCOMoodys Corp | Stock | 439 | $148.0K | <0.1% | +306+230.1% | Added | History |
| STTState Street Corp | COM | 1,696 | $148.0K | <0.1% | +980+136.9% | Added | History |
| EPDEnterprise Products Partners L.P. | Stock | 5,680 | $147.0K | <0.1% | 00.0% | Unchanged | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 2,436 | $147.0K | <0.1% | +1,746+253.0% | Added | History |
| iShares Tr464287291 | GLOBAL TECH ETF | 2,491 | $144.0K | <0.1% | −995−28.5% | Reduced | – |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 2,674 | $144.0K | <0.1% | +1,634+157.1% | Added | – |
| SCHWSchwab Charles Corp | Stock | 1,685 | $142.0K | <0.1% | +506+42.9% | Added | History |
| CTVACorteva, Inc. | Stock | 2,434 | $141.0K | <0.1% | +171+7.6% | Added | History |
| DJTTrump Media & Technology Group Corp. | Stock | 2,186 | $141.0K | <0.1% | +1,032+89.4% | Added | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,800 | $140.0K | <0.1% | +470+35.3% | Added | – |
| LWLamb Weston Holdings, Inc. | Stock | 2,355 | $140.0K | <0.1% | +165+7.5% | Added | History |
| LHLabcorp Holdings Inc. | COM NEW | 530 | $140.0K | <0.1% | −1−0.2% | Reduced | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 1,968 | $137.0K | <0.1% | +1,918+3,836.0% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,804 | $133.0K | <0.1% | −1,795−49.9% | Reduced | – |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 2,451 | $132.0K | <0.1% | −245−9.1% | Reduced | – |
| CICigna Group | Stock | 540 | $130.0K | <0.1% | +78+16.9% | Added | History |
| MOAltria Group, Inc. | Stock | 2,500 | $130.0K | <0.1% | +1,039+71.1% | Added | History |
| HLTHilton Worldwide Holdings Inc. | COM | 864 | $130.0K | <0.1% | +633+274.0% | Added | History |
| WMWaste Management Inc | Stock | 811 | $128.0K | <0.1% | −16−1.9% | Reduced | 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 |