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 |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 1,114 | $75.0K | <0.1% | +495+80.0% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 690 | $75.0K | <0.1% | +92+15.4% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 773 | $75.0K | <0.1% | +22+2.9% | Added | – |
| NOVNOV Inc. | COM | 3,830 | $75.0K | <0.1% | 00.0% | Unchanged | History |
| BAXBaxter International Inc | Stock | 924 | $72.0K | <0.1% | +31+3.5% | Added | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 2,510 | $72.0K | <0.1% | +2,065+464.0% | Added | – |
| HUBSHubSpot Inc | COM | 152 | $71.0K | <0.1% | −103−40.4% | Reduced | History |
| HESHess Corp | Stock | 657 | $70.0K | <0.1% | +558+563.6% | Added | History |
| TDGTransDigm Group INC | COM | 107 | $70.0K | <0.1% | +69+181.6% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 2,292 | $69.0K | <0.1% | 00.0% | Unchanged | – |
| KRKroger Co | Stock | 1,196 | $69.0K | <0.1% | +282+30.9% | Added | History |
| BDXBecton Dickinson & Co | Stock | 254 | $68.0K | <0.1% | +105+70.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 933 | $68.0K | <0.1% | +210+29.0% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 4,046 | $68.0K | <0.1% | 00.0% | Unchanged | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 664 | $68.0K | <0.1% | +298+81.4% | Added | History |
| TTETotalEnergies SE | SPONSORED ADS | 1,359 | $68.0K | <0.1% | +823+153.5% | Added | History |
| iShares Tr464288653 | 10-20 YR TRS ETF | 507 | $67.0K | <0.1% | +375+284.1% | Added | – |
| OXYOccidental Petroleum Corp | Stock | 1,161 | $66.0K | <0.1% | −314−21.3% | Reduced | History |
| MPWRMonolithic Power Systems, Inc. | COM | 135 | $66.0K | <0.1% | −6−4.3% | Reduced | History |
| GLOBGlobant S.A. | COM | 250 | $66.0K | <0.1% | 00.0% | Unchanged | History |
| ZTSZoetis Inc. | Stock | 342 | $65.0K | <0.1% | +137+66.8% | Added | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 1,390 | $65.0K | <0.1% | +1,248+878.9% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 632 | $65.0K | <0.1% | +632 | New | – |
| T Rowe Price ETF Inc87283Q305 | PRICE GRW STOCK | 2,217 | $65.0K | <0.1% | +517+30.4% | Added | – |
| BABoeing Co | Stock | 335 | $64.0K | <0.1% | +61+22.3% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 283 | $64.0K | <0.1% | −9−3.1% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 1,076 | $64.0K | <0.1% | +27+2.6% | Added | History |
| First Rep BK San Francisco C33616C100 | COM | 396 | $64.0K | <0.1% | −19−4.6% | Reduced | – |
| EAElectronic Arts Inc. | COM | 490 | $62.0K | <0.1% | +352+255.1% | Added | History |
| GEGeneral Electric Co | Stock | 668 | $61.0K | <0.1% | +42+6.7% | Added | History |
| SYFSynchrony Financial | COM | 1,757 | $61.0K | <0.1% | +1,663+1,769.1% | Added | History |
| State Street SPDR Portfolio Aggregate Bond ETF78464A649 | ETF | 2,146 | $60.0K | <0.1% | −615−22.3% | Reduced | – |
| EMREmerson Electric Co | Stock | 612 | $60.0K | <0.1% | +91+17.5% | Added | History |
| HPQHP Inc | Stock | 1,655 | $60.0K | <0.1% | +103+6.6% | Added | History |
| XPOXPO, Inc. | COM | 826 | $60.0K | <0.1% | +826 | New | History |
| TELTE Connectivity plc | REG SHS | 459 | $60.0K | <0.1% | +390+565.2% | Added | History |
| State Street SPDR Bloomberg Convertible Securities ETF78464A359 | ETF | 775 | $59.0K | <0.1% | −33−4.1% | Reduced | – |
| IBMInternational Business Machines Corp | Stock | 454 | $59.0K | <0.1% | −28−5.8% | Reduced | History |
| Nushares ETF Tr67092P854 | ESG HI TLD CRP | 2,548 | $59.0K | <0.1% | +1,703+201.5% | Added | – |
| LDOSLeidos Holdings, Inc. | COM | 553 | $59.0K | <0.1% | +118+27.1% | Added | History |
| WPPWPP plc | ADR | 902 | $59.0K | <0.1% | +620+219.9% | Added | History |
| IVTInvenTrust Properties Corp. | COM NEW | 1,933 | $59.0K | <0.1% | 00.0% | Unchanged | History |
| MSIMotorola Solutions, Inc. | Stock | 239 | $58.0K | <0.1% | +7+3.0% | Added | History |
| RCIRogers Communications Inc | CL B | 1,032 | $58.0K | <0.1% | 00.0% | Unchanged | History |
| ETSYEtsy Inc | COM | 469 | $58.0K | <0.1% | −46−8.9% | Reduced | History |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 539 | $57.0K | <0.1% | −88−14.0% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 1,000 | $57.0K | <0.1% | 00.0% | Unchanged | – |
| CPAYCorpay, Inc. | COM | 230 | $57.0K | <0.1% | −112−32.7% | Reduced | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,094 | $56.0K | <0.1% | −13−1.2% | Reduced | – |
| WSTWest Pharmaceutical Services Inc | COM | 137 | $56.0K | <0.1% | −6−4.2% | Reduced | History |
| CTASCintas Corp | Stock | 130 | $55.0K | <0.1% | −17−11.6% | Reduced | History |
| DDominion Energy, Inc | Stock | 642 | $55.0K | <0.1% | −117−15.4% | Reduced | History |
| State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474 | ETF | 1,793 | $54.0K | <0.1% | −513−22.2% | Reduced | – |
| DVNDevon Energy Corp | Stock | 904 | $54.0K | <0.1% | +433+91.9% | Added | History |
| NTAPNetApp, Inc. | Stock | 659 | $54.0K | <0.1% | +530+410.9% | Added | History |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 894 | $54.0K | <0.1% | +181+25.4% | Added | – |
| MTDMettler Toledo International Inc | COM | 39 | $54.0K | <0.1% | −5−11.4% | Reduced | History |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 531 | $53.0K | <0.1% | −3−0.6% | Reduced | – |
| RCLRoyal Caribbean Cruises Ltd | COM | 641 | $53.0K | <0.1% | +56+9.6% | Added | History |
| ORealty Income Corp | REIT | 743 | $52.0K | <0.1% | −37−4.7% | Reduced | History |
| WSMWilliams Sonoma Inc | COM | 356 | $52.0K | <0.1% | −14−3.8% | Reduced | History |
| HYTBlackRock Corporate High Yield Fund, Inc. | COM | 4,783 | $52.0K | <0.1% | 00.0% | Unchanged | History |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 1,015 | $51.0K | <0.1% | +1,015 | New | – |
| WECWec Energy Group, Inc. | Stock | 506 | $51.0K | <0.1% | −76−13.1% | Reduced | History |
| PRAProassurance Corp | COM | 1,889 | $51.0K | <0.1% | −200−9.6% | Reduced | History |
| INFYInfosys Ltd | SPONSORED ADR | 2,016 | $50.0K | <0.1% | +70+3.6% | Added | History |
| UUnity Software Inc. | COM | 500 | $50.0K | <0.1% | 00.0% | Unchanged | History |
| MMacy's, Inc. | COM | 2,017 | $49.0K | <0.1% | −99−4.7% | Reduced | History |
| FTVFortive Corp | Stock | 785 | $48.0K | <0.1% | −327−29.4% | Reduced | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 838 | $48.0K | <0.1% | 00.0% | Unchanged | – |
| BCRXBiocryst Pharmaceuticals Inc | COM | 2,955 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 220 | $48.0K | <0.1% | +220 | New | – |
| KBKB Financial Group Inc. | SPONSORED ADR | 987 | $48.0K | <0.1% | +134+15.7% | Added | History |
| INNSummit Hotel Properties, Inc. | COM | 4,832 | $48.0K | <0.1% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 600 | $48.0K | <0.1% | −52−8.0% | Reduced | History |
| ALCAlcon Inc | Stock | 589 | $47.0K | <0.1% | −1−0.2% | Reduced | History |
| TGTTarget Corp | Stock | 220 | $47.0K | <0.1% | +100+83.3% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 353 | $47.0K | <0.1% | +353 | New | – |
| APHAmphenol Corp | CL A | 621 | $47.0K | <0.1% | +260+72.0% | Added | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,867 | $47.0K | <0.1% | +158+9.2% | Added | – |
| XYLXylem Inc. | COM | 550 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,785 | $47.0K | <0.1% | −511−22.3% | Reduced | – |
| CBRLCracker Barrel Old Country Store, Inc | COM | 400 | $47.0K | <0.1% | 00.0% | Unchanged | History |
| ABBNYABB Ltd | SPONSORED ADR | 1,450 | $46.0K | <0.1% | +862+146.6% | Added | History |
| INVXInnovex International, Inc. | COM | 1,239 | $46.0K | <0.1% | −17−1.4% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 743 | $46.0K | <0.1% | −410−35.6% | Reduced | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 286 | $45.0K | <0.1% | −38−11.7% | Reduced | – |
| SSNCSS&C Technologies Holdings Inc | COM | 593 | $45.0K | <0.1% | 00.0% | Unchanged | History |
| CHTChunghwa Telecom Co Ltd | SPON ADR NEW11 | 1,005 | $45.0K | <0.1% | −65−6.1% | Reduced | History |
| SYKStryker Corp | Stock | 164 | $44.0K | <0.1% | +48+41.4% | Added | History |
| UBERUber Technologies, Inc | Stock | 1,245 | $44.0K | <0.1% | +149+13.6% | Added | History |
| PWRQuanta Services, Inc. | COM | 335 | $44.0K | <0.1% | −414−55.3% | Reduced | History |
| CNPCenterpoint Energy Inc | COM | 1,473 | $44.0K | <0.1% | +610+70.7% | Added | History |
| PFGPrincipal Financial Group Inc | COM | 594 | $44.0K | <0.1% | +34+6.1% | Added | History |
| ABNBAirbnb, Inc. | Stock | 252 | $43.0K | <0.1% | −187−42.6% | Reduced | History |
| U.S. Global Jets ETF26922A842 | ETF | 1,986 | $43.0K | <0.1% | −353−15.1% | Reduced | – |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 397 | $43.0K | <0.1% | −277−41.1% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 2,285 | $43.0K | <0.1% | +1,050+85.0% | Added | History |
| DIODDiodes Inc | COM | 481 | $42.0K | <0.1% | 00.0% | Unchanged | History |
| PEGPublic Service Enterprise Group Inc | COM | 595 | $42.0K | <0.1% | −97−14.0% | 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 |