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 |
|---|---|---|---|---|---|---|---|
| PCARPaccar Inc | COM | 313 | $27.0K | <0.1% | +65+26.2% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 1,111 | $27.0K | <0.1% | −886−44.4% | Reduced | History |
| MOSMosaic Co | COM | 409 | $27.0K | <0.1% | +86+26.6% | Added | History |
| SMPLSimply Good Foods Co | COM | 707 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| PBAPembina Pipeline Corp | COM | 699 | $27.0K | <0.1% | −23−3.2% | Reduced | History |
| DALDelta Air Lines, Inc. | COM NEW | 674 | $27.0K | <0.1% | +36+5.6% | Added | History |
| FCNCAFirst Citizens Bancshares Inc | CL A | 40 | $27.0K | <0.1% | +40 | New | History |
| AELAmerican National Group Inc. | COM | 690 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| LXPLXP Industrial Trust | COM | 1,725 | $27.0K | <0.1% | 00.0% | Unchanged | History |
| EQHEquitable Holdings, Inc. | COM | 833 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 765 | $26.0K | <0.1% | +105+15.9% | Added | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 643 | $26.0K | <0.1% | −185−22.3% | Reduced | – |
| SMBKSmartfinancial Inc. | COM NEW | 1,000 | $26.0K | <0.1% | 00.0% | Unchanged | History |
| AMXAmerica Movil SAB de CV | SPON ADR L SHS | 1,209 | $26.0K | <0.1% | +251+26.2% | Added | History |
| CMAComerica Inc | COM | 285 | $26.0K | <0.1% | +67+30.7% | Added | History |
| APTVAptiv PLC | SHS | 220 | $26.0K | <0.1% | +94+74.6% | Added | History |
| SYYSysco Corp | Stock | 312 | $25.0K | <0.1% | −6−1.9% | Reduced | History |
| ECLEcolab Inc. | Stock | 143 | $25.0K | <0.1% | +33+30.0% | Added | History |
| KHCKraft Heinz Co | Stock | 631 | $25.0K | <0.1% | −749−54.3% | Reduced | History |
| TWSTTwist Bioscience Corp | COM | 500 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| ROGRogers Corp | COM | 92 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| MACMacerich Co | COM | 1,619 | $25.0K | <0.1% | +1,325+450.7% | Added | History |
| DHTDHT Holdings, Inc. | SHS NEW | 4,254 | $25.0K | <0.1% | −346−7.5% | Reduced | History |
| IDXXIDEXX Laboratories Inc | COM | 46 | $25.0K | <0.1% | +4+9.5% | Added | History |
| LLoews Corp | COM | 392 | $25.0K | <0.1% | +90+29.8% | Added | History |
| HOPEHope Bancorp Inc | COM | 1,502 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| GTLSChart Industries Inc | COM | 147 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| FUSBFirst US Bancshares, Inc. | COM | 2,106 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| SITCSITE Centers Corp. | COM | 1,519 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| CMBTCmb.tech NV | SHS | 2,370 | $25.0K | <0.1% | 00.0% | Unchanged | History |
| MCKMcKesson Corp | Stock | 78 | $24.0K | <0.1% | −72−48.0% | Reduced | History |
| ACHAccendra Health Inc | Stock | 551 | $24.0K | <0.1% | −85−13.4% | Reduced | History |
| FASTFastenal Co | Stock | 401 | $24.0K | <0.1% | +94+30.6% | Added | History |
| MLIMueller Industries Inc | COM | 444 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| NXPINXP Semiconductors N.V. | COM | 129 | $24.0K | <0.1% | +39+43.3% | Added | History |
| OKEONEOK Inc | COM | 335 | $24.0K | <0.1% | +36+12.0% | Added | History |
| BCCBoise Cascade Co | COM | 346 | $24.0K | <0.1% | 00.0% | Unchanged | History |
| Advisorshares Ranger Equity Bear ETF00768Y883 | CEF | 970 | $24.0K | <0.1% | +170+21.3% | Added | – |
| DREDuke Realty Corp | COM NEW | 410 | $24.0K | <0.1% | +114+38.5% | Added | History |
| Paramount Global92556H206 | CL B | 617 | $24.0K | <0.1% | −104−14.4% | Reduced | – |
| Cyberark Software LtdM2682V108 | SHS | 141 | $24.0K | <0.1% | −8−5.4% | Reduced | – |
| GLWCorning Inc | COM | 647 | $23.0K | <0.1% | +54+9.1% | Added | History |
| FHBFirst Hawaiian, Inc. | COM | 836 | $23.0K | <0.1% | +220+35.7% | Added | History |
| CNMDCONMED Corp | COM | 155 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| PRLBProto Labs Inc | COM | 426 | $23.0K | <0.1% | −29−6.4% | Reduced | History |
| PBHPrestige Consumer Healthcare Inc. | COM | 435 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| FBPFirst Bancorp | COM NEW | 1,745 | $23.0K | <0.1% | −85−4.6% | Reduced | History |
| NTRNutrien Ltd. | COM | 223 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| SVCService Properties Trust | COM SH BEN INT | 2,578 | $23.0K | <0.1% | +1,843+250.7% | Added | History |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 258 | $23.0K | <0.1% | +12+4.9% | Added | History |
| WIREEncore Wire Corp | COM | 200 | $23.0K | <0.1% | 00.0% | Unchanged | History |
| MANTMantech International Corp | CL A | 266 | $23.0K | <0.1% | +214+411.5% | Added | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 93 | $22.0K | <0.1% | +1+1.1% | Added | – |
| FCXFreeport-McMoran Inc | Stock | 427 | $22.0K | <0.1% | +108+33.9% | Added | History |
| HOODRobinhood Markets, Inc. | Stock | 1,600 | $22.0K | <0.1% | +1,000+166.7% | Added | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 371 | $22.0K | <0.1% | 00.0% | Unchanged | – |
| SAPSAP SE | ADR | 200 | $22.0K | <0.1% | −28−12.3% | Reduced | History |
| XRAYDentsply Sirona Inc. | Stock | 438 | $22.0K | <0.1% | +365+500.0% | Added | History |
| FULFuller H B Co | Stock | 332 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| ACAArcosa, Inc. | COM | 390 | $22.0K | <0.1% | +105+36.8% | Added | History |
| ESTCElastic N.V. | ORD SHS | 250 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| SKYWSkywest Inc | COM | 765 | $22.0K | <0.1% | +338+79.2% | Added | History |
| HRLHormel Foods Corp | COM | 414 | $22.0K | <0.1% | +234+130.0% | Added | History |
| IXOrix Corp | SPONSORED ADR | 228 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46434V696 | CORE MSCI PAC | 369 | $22.0K | <0.1% | 00.0% | Unchanged | – |
| EBAYeBay Inc | COM | 377 | $22.0K | <0.1% | −23−5.8% | Reduced | History |
| PACPacific Airport Group | SPON ADS B | 136 | $22.0K | <0.1% | +136 | New | History |
| GPIGroup 1 Automotive Inc | COM | 134 | $22.0K | <0.1% | −2−1.5% | Reduced | History |
| LEALear Corp | COM NEW | 154 | $22.0K | <0.1% | −23−13.0% | Reduced | History |
| OPLNOPENLANE, Inc. | COM | 1,173 | $22.0K | <0.1% | +1,173 | New | History |
| BDNBrandywine Realty Trust | SH BEN INT NEW | 1,564 | $22.0K | <0.1% | −179−10.3% | Reduced | History |
| RESRPC Inc | COM | 2,038 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| ALEXAlexander & Baldwin, Inc. | COM | 919 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 450 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| ROICRetail Opportunity Investments Corp | COM | 1,121 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| FLOWSPX FLOW, Inc. | COM | 255 | $22.0K | <0.1% | 00.0% | Unchanged | History |
| US Ecology, Inc.91734M103 | COM | 474 | $22.0K | <0.1% | +474 | New | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 452 | $21.0K | <0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| RIORio Tinto PLC | ADR | 260 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| VEEVVeeva Systems Inc | Stock | 99 | $21.0K | <0.1% | −49−33.1% | Reduced | History |
| SFNCSimmons First National Corp | CL A $1 PAR | 795 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| CSTMConstellium SE | CL A SHS | 1,161 | $21.0K | <0.1% | +83+7.7% | Added | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 1,095 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| DRHDiamondRock Hospitality Co | COM | 2,109 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| LNCLincoln National Corp | COM | 318 | $21.0K | <0.1% | +28+9.7% | Added | History |
| EPAMEPAM Systems, Inc. | COM | 73 | $21.0K | <0.1% | +4+5.8% | Added | History |
| SEMSelect Medical Holdings Corp | COM | 884 | $21.0K | <0.1% | +801+965.1% | Added | History |
| BBBY20230930-DK-Butterfly-1, Inc. | COM | 919 | $21.0K | <0.1% | +919 | New | History |
| FETForum Energy Technologies, Inc. | Common | 908 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| REGIRenewable Energy Group, Inc. | COM NEW | 345 | $21.0K | <0.1% | +345 | New | History |
| State Street Real Estate Select Sector SPDR ETF81369Y860 | ETF | 412 | $20.0K | <0.1% | −119−22.4% | Reduced | – |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 1,420 | $20.0K | <0.1% | +1,326+1,410.6% | Added | History |
| SWKSSkyworks Solutions, Inc. | Stock | 150 | $20.0K | <0.1% | −150−50.0% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 130 | $20.0K | <0.1% | +74+132.1% | Added | History |
| ZMZoom Communications, Inc. | Stock | 169 | $20.0K | <0.1% | −26−13.3% | Reduced | History |
| EATBrinker International, Inc | Stock | 528 | $20.0K | <0.1% | +148+38.9% | Added | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 533 | $20.0K | <0.1% | +4+0.8% | Added | – |
| LPLLG Display Co., Ltd. | SPONS ADR REP | 2,420 | $20.0K | <0.1% | +58+2.5% | Added | History |
| ABCBAmeris Bancorp | COM | 439 | $20.0K | <0.1% | −135−23.5% | Reduced | History |
| UFPIUfp Industries Inc | COM | 255 | $20.0K | <0.1% | 00.0% | Unchanged | 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 |