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 |
|---|---|---|---|---|---|---|---|
| ALTRAltair Engineering Inc. | COM CL A | 250 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| Aluminum Corp China Limited022276109 | SPON ADR H SHS | 1,111 | $16.0K | <0.1% | −521−31.9% | Reduced | – |
| RBARB Global Inc. | COM | 270 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| WBAWalgreens Boots Alliance, Inc. | COM | 344 | $16.0K | <0.1% | +113+48.9% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 110 | $15.0K | <0.1% | −27−19.7% | Reduced | – |
| CMICummins Inc | Stock | 70 | $15.0K | <0.1% | +36+105.9% | Added | History |
| BIDUBaidu, Inc. | ADR | 113 | $15.0K | <0.1% | +10+9.7% | Added | History |
| AKAMAkamai Technologies Inc | COM | 128 | $15.0K | <0.1% | +38+42.2% | Added | History |
| WWDWoodward, Inc. | COM | 120 | $15.0K | <0.1% | −17−12.4% | Reduced | History |
| BALLBALL Corp | COM | 162 | $15.0K | <0.1% | +67+70.5% | Added | History |
| CENXCentury Aluminum Co | COM | 574 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 417 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| THRMGentherm Inc | COM | 210 | $15.0K | <0.1% | −3−1.4% | Reduced | History |
| PFSProvident Financial Services Inc | COM | 649 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| FNFabrinet | SHS | 151 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| CNQCanadian Natural Resources Ltd | COM | 238 | $15.0K | <0.1% | −6−2.5% | Reduced | History |
| ZIONZions Bancorporation, National Association | COM | 233 | $15.0K | <0.1% | +122+109.9% | Added | History |
| J P Morgan Exchange Traded F46641Q159 | INCOME ETF | 318 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| JBTMJBT Marel Corp | COM | 128 | $15.0K | <0.1% | −66−34.0% | Reduced | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 1,350 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| SXIStandex International Corp | COM | 157 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 250 | $15.0K | <0.1% | 00.0% | Unchanged | – |
| NTCTNetscout Systems Inc | COM | 467 | $15.0K | <0.1% | +467 | New | History |
| RDYDr Reddys Laboratories Ltd | ADR | 263 | $15.0K | <0.1% | +1+0.4% | Added | History |
| APOGApogee Enterprises, Inc. | COM | 322 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| EGBNEagle Bancorp Inc | COM | 265 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| VREVeris Residential, Inc. | COM | 855 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| PPBIPacific Premier Bancorp Inc | COM | 401 | $15.0K | <0.1% | −418−51.0% | Reduced | History |
| COHRCoherent Corp. | COM | 208 | $15.0K | <0.1% | 00.0% | Unchanged | History |
| UNMUnum Group | Stock | 442 | $14.0K | <0.1% | −7−1.6% | Reduced | History |
| NIONIO Inc. | ADR | 662 | $14.0K | <0.1% | +662 | New | History |
| IVZInvesco Ltd. | Stock | 588 | $14.0K | <0.1% | +86+17.1% | Added | History |
| AVNSAvanos Medical, Inc. | Stock | 427 | $14.0K | <0.1% | +406+1,933.3% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 92 | $14.0K | <0.1% | +6+7.0% | Added | History |
| ODFLOld Dominion Freight Line, Inc. | COM | 46 | $14.0K | <0.1% | +6+15.0% | Added | History |
| FMXMexican Economic Development Inc | SPON ADR UNITS | 174 | $14.0K | <0.1% | +7+4.2% | Added | History |
| CPKChesapeake Utilities Corp | COM | 101 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| DCHDauch Corp | COM | 1,815 | $14.0K | <0.1% | +1,164+178.8% | Added | History |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 345 | $14.0K | <0.1% | +230+200.0% | Added | – |
| HCCWarrior Met Coal, Inc. | COM | 384 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| WBSWebster Financial Corp | COM | 249 | $14.0K | <0.1% | +224+896.0% | Added | History |
| FBNCFirst Bancorp | COM | 327 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| STCStewart Information Services Corp | COM | 217 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| ITGRInteger Holdings Corp | COM | 176 | $14.0K | <0.1% | +14+8.6% | Added | History |
| VRSNVerisign Inc | COM | 66 | $14.0K | <0.1% | +2+3.1% | Added | History |
| LSCCLattice Semiconductor Corp | COM | 223 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| SHOOSteven Madden, Ltd. | COM | 364 | $14.0K | <0.1% | −95−20.7% | Reduced | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 3,214 | $14.0K | <0.1% | +3,214 | New | History |
| LUVSouthwest Airlines Co | COM | 308 | $14.0K | <0.1% | +101+48.8% | Added | History |
| SIGSignet Jewelers Ltd | SHS | 199 | $14.0K | <0.1% | −191−49.0% | Reduced | History |
| KWRQuaker Chemical Corp | COM | 83 | $14.0K | <0.1% | +15+22.1% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 104 | $14.0K | <0.1% | +96+1,200.0% | Added | History |
| CUBICustomers Bancorp, Inc. | COM | 276 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| AMNAmn Healthcare Services Inc | COM | 129 | $14.0K | <0.1% | −22−14.6% | Reduced | History |
| STLDSteel Dynamics Inc | COM | 157 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| ASIXAdvanSix Inc. | COM | 273 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 931 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| EVHEvolent Health, Inc. | CL A | 421 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| HAHawaiian Holdings Inc | COM | 707 | $14.0K | <0.1% | +278+64.8% | Added | History |
| IBTXIndependent Bank Group, Inc. | COM | 198 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| SJISouth Jersey Industries Inc | COM | 406 | $14.0K | <0.1% | +143+54.4% | Added | History |
| SPTNSpartanNash Co | COM | 432 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| VBTXVeritex Holdings, Inc. | COM | 364 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| RIVNRivian Automotive, Inc. | Stock | 251 | $13.0K | <0.1% | +106+73.1% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 174 | $13.0K | <0.1% | +84+93.3% | Added | History |
| ALLYAlly Financial Inc. | Stock | 295 | $13.0K | <0.1% | −1,503−83.6% | Reduced | History |
| CUBECubeSmart | REIT | 243 | $13.0K | <0.1% | +205+539.5% | Added | History |
| OMCOmnicom Group Inc. | COM | 148 | $13.0K | <0.1% | +22+17.5% | Added | History |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 187 | $13.0K | <0.1% | +187 | New | – |
| PTENPatterson Uti Energy Inc | COM | 810 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| COKECoca-Cola Consolidated, Inc. | COM | 27 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 54 | $13.0K | <0.1% | +39+260.0% | Added | History |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 490 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| AINAlbany International Corp | CL A | 157 | $13.0K | <0.1% | +70+80.5% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 157 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| ALGTAllegiant Travel CO | COM | 82 | $13.0K | <0.1% | +20+32.3% | Added | History |
| HBANHuntington Bancshares Inc | COM | 947 | $13.0K | <0.1% | +103+12.2% | Added | History |
| ATRCAtriCure, Inc. | COM | 202 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| SANBanco Santander, S.A. | ADR | 3,881 | $13.0K | <0.1% | +3,881 | New | History |
| Timothy Plan887432334 | INTL ETF | 481 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| BTUPeabody Energy Corp | COM | 520 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 3 | $13.0K | <0.1% | +2+200.0% | Added | History |
| ECPGEncore Capital Group Inc | COM | 209 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| MTArcelorMittal | NY REGISTRY SH | 412 | $13.0K | <0.1% | −214−34.2% | Reduced | History |
| AWRAmerican States Water Co | COM | 142 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| SMSM Energy Co | COM | 323 | $13.0K | <0.1% | −38−10.5% | Reduced | History |
| URIUnited Rentals, Inc. | COM | 37 | $13.0K | <0.1% | +7+23.3% | Added | History |
| OFGOfg Bancorp | COM | 480 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| SCLStepan Co | COM | 131 | $13.0K | <0.1% | +34+35.1% | Added | History |
| MNRLMNRL Sub Inc. | CL A COM | 512 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 227 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| EVRIEveri Holdings Inc. | COM | 613 | $13.0K | <0.1% | 00.0% | Unchanged | History |
| Invesco DB Multi-Sector Comm46140H601 | GOLD FD | 227 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 260 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| Sprott ETF Trust85210B201 | JR GOLD MINERS E | 300 | $13.0K | <0.1% | 00.0% | Unchanged | – |
| Vanguard S&P 500 Growth ETF921932505 | ETF | 44 | $12.0K | <0.1% | −6−12.0% | Reduced | – |
| MKCMcCormick & Co Inc | Stock | 120 | $12.0K | <0.1% | +34+39.5% | Added | History |
| DNOWDNOW Inc. | COM | 1,069 | $12.0K | <0.1% | +156+17.1% | Added | History |
| GLGlobe Life Inc. | COM | 119 | $12.0K | <0.1% | +79+197.5% | Added | History |
| MPMP Materials Corp. | COM CL A | 213 | $12.0K | <0.1% | +155+267.2% | 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 |