EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Positions: 1,748; +31 vs. Q1 2022
Portfolio value: $387.9M; −$6.34M (−1.6%) vs. Q1 2022
Filed: Aug 1, 2022; SEC

Holdings of EverSource Wealth Advisors, LLC in Q2 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	251,433	$19.2M	4.9%	+81,558+48.0%	Added	–
Vanguard Ftse Developed Markets ETF921943858	ETF	364,997	$14.9M	3.8%	+25,713+7.6%	Added	–
IIIVi3 Verticals, Inc.	COM CL A	526,275	$13.2M	3.4%	00.0%	Unchanged	History
Vanguard Morningstar Total Stock Market ETF922908769	ETF	67,435	$12.7M	3.3%	+1,257+1.9%	Added	–
Vanguard S&P 500 ETF922908363	ETF	34,797	$12.1M	3.1%	−1,769−4.8%	Reduced	–
Vanguard Dividend Appreciation ETF921908844	ETF	78,731	$11.3M	2.9%	+1,144+1.5%	Added	–
AAPLApple Inc.	Stock	80,651	$11.0M	2.8%	+6,032+8.1%	Added	History
MSFTMicrosoft Corp	Stock	30,698	$7.88M	2.0%	+3,045+11.0%	Added	History
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	262,226	$6.11M	1.6%	+33,684+14.7%	Added	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	113,178	$5.41M	1.4%	−10,665−8.6%	Reduced	–
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	176,789	$4.91M	1.3%	−5,923−3.2%	Reduced	–
Vanguard Ftse Emerging Markets ETF922042858	ETF	114,279	$4.76M	1.2%	+10,675+10.3%	Added	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	76,209	$4.66M	1.2%	+1,411+1.9%	Added	–
Schwab US Dividend Equity ETF808524797	ETF	63,323	$4.54M	1.2%	+18,006+39.7%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	44,118	$4.24M	1.1%	−10,502−19.2%	Reduced	–
NSPInsperity, Inc.	COM	40,820	$4.08M	1.1%	+35,632+686.8%	Added	History
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	30,969	$4.01M	1.0%	−1,605−4.9%	Reduced	–
Vanguard Morningstar Growth ETF922908736	ETF	17,019	$3.79M	1.0%	+3,400+25.0%	Added	–
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	117,927	$3.73M	1.0%	+117,927	New	–
Vanguard Morningstar Small-Cap ETF922908751	ETF	20,816	$3.67M	0.9%	+1,294+6.6%	Added	–
Vanguard World FD921910816	MEGA GRWTH IND	19,844	$3.61M	0.9%	−442−2.2%	Reduced	–
Dimensional ETF Trust25434V401	US EQUI MARK ETF	82,570	$3.37M	0.9%	+136+0.2%	Added	–
AMZNAmazon Com Inc	Stock	31,193	$3.31M	0.9%	+3,313+11.9%	AddedConverted for a 20-for-1 split	History
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	40,140	$3.21M	0.8%	−3,249−7.5%	Reduced	–
SPDR Series Trust78464A763	ST STR SP DIV	26,842	$3.19M	0.8%	+5,568+26.2%	Added	–
Vanguard Morningstar Value ETF922908744	ETF	24,111	$3.18M	0.8%	+5,533+29.8%	Added	–
American Centy ETF Tr025072885	US EQT ETF	46,719	$3.04M	0.8%	+475+1.0%	Added	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	97,685	$2.82M	0.7%	+302+0.3%	Added	–
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	18,334	$2.75M	0.7%	−109−0.6%	Reduced	–
SFBSServisFirst Bancshares, Inc.	COM	34,378	$2.71M	0.7%	−250−0.7%	Reduced	History
GOOGLAlphabet Inc.	Stock	1,216	$2.65M	0.7%	+185+17.9%	Added	History
Victory Portfolios II92647N824	VCSHS US EQ INCM	37,492	$2.48M	0.6%	+9,631+34.6%	Added	–
iShares Core S&P 500 ETF464287200	ETF	6,247	$2.37M	0.6%	+953+18.0%	Added	–
American Centy ETF Tr025072562	AVANTIS CORE FI	51,139	$2.19M	0.6%	+2,025+4.1%	Added	–
iShares Tr464288448	INTL SEL DIV ETF	80,498	$2.19M	0.6%	+19,137+31.2%	Added	–
GOOGAlphabet Inc.	Stock	985	$2.15M	0.6%	+211+27.3%	Added	History
iShares Tr464288877	EAFE VALUE ETF	48,139	$2.09M	0.5%	+7,264+17.8%	Added	–
Vanguard Short-Term Bond ETF921937827	ETF	26,640	$2.05M	0.5%	+5,787+27.8%	Added	–
JPMJPMorgan Chase & Co	Stock	17,473	$1.97M	0.5%	+1,839+11.8%	Added	History
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	39,533	$1.92M	0.5%	−105,320−72.7%	Reduced	–
iShares MSCI Eafe ETF464287465	ETF	29,777	$1.86M	0.5%	−531−1.8%	Reduced	–
iShares Tr46435G425	ESG AWR MSCI USA	21,966	$1.84M	0.5%	+2,521+13.0%	Added	–
UNHUnitedHealth Group Inc	Stock	3,587	$1.84M	0.5%	+1,030+40.3%	Added	History
VVisa Inc.	Stock	9,146	$1.80M	0.5%	+1,477+19.3%	Added	History
JNJJohnson & Johnson	Stock	9,736	$1.73M	0.4%	+1,636+20.2%	Added	History
Vanguard Scottsdale FDS92206C102	SHORT TERM TREAS	28,782	$1.69M	0.4%	−3,211−10.0%	Reduced	–
Vanguard Total International Bond ETF92203J407	ETF	34,096	$1.69M	0.4%	+889+2.7%	Added	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	41,767	$1.68M	0.4%	−1,649−3.8%	Reduced	–
HDHome Depot, Inc.	Stock	5,895	$1.62M	0.4%	−8−0.1%	Reduced	History
Schwab Intermediate-Term US Treasury ETF808524854	ETF	30,703	$1.58M	0.4%	−6,788−18.1%	Reduced	–
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	53,388	$1.55M	0.4%	+3,498+7.0%	Added	–
American Centy ETF Tr025072687	AVANTIS SHFXDINC	32,765	$1.53M	0.4%	+2,010+6.5%	Added	–
American Centy ETF Tr025072703	INTL EQT ETF	29,205	$1.49M	0.4%	+409+1.4%	Added	–
Vanguard Total World Stock ETF922042742	ETF	17,348	$1.48M	0.4%	+479+2.8%	Added	–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880	ETF	68,166	$1.46M	0.4%	+19,237+39.3%	Added	–
American Centy ETF Tr025072877	US SML CP VALU	19,479	$1.33M	0.3%	+10,377+114.0%	Added	–
LLYEli Lilly & Co	Stock	3,739	$1.21M	0.3%	+354+10.5%	Added	History
KOCoca Cola Co	Stock	18,387	$1.16M	0.3%	+1,768+10.6%	Added	History
CVXChevron Corp	Stock	7,875	$1.14M	0.3%	+1,886+31.5%	Added	History
American Centy ETF Tr025072802	INTL SMCP VLU	21,511	$1.14M	0.3%	+2,695+14.3%	Added	–
Vanguard Star FDS921909768	VG TL INTL STK F	21,889	$1.13M	0.3%	+8,983+69.6%	Added	–
METAMeta Platforms, Inc.	Stock	6,969	$1.12M	0.3%	+1,289+22.7%	Added	History
Victory Portfolios II92647N782	VCSHS US 500 ENH	17,449	$1.12M	0.3%	+4,140+31.1%	Added	–
Vanguard Whitehall FDS921946794	INTL HIGH ETF	19,063	$1.12M	0.3%	+247+1.3%	Added	–
Timothy Plan887432276	HIGH DIVIDEND	45,639	$1.12M	0.3%	+26,323+136.3%	Added	–
American Centy ETF Tr025072604	AVANTIS EMGMKT	21,486	$1.12M	0.3%	+9,675+81.9%	Added	–
MRSHMarsh & McLennan Companies, Inc.	Stock	7,162	$1.11M	0.3%	+1,380+23.9%	Added	History
AVGOBroadcom Inc.	Stock	2,275	$1.10M	0.3%	+289+14.6%	Added	History
iShares Tr46434V613	CORE UNIVRSL USD	22,543	$1.06M	0.3%	+8,099+56.1%	Added	–
PGProcter & Gamble Co	Stock	7,305	$1.05M	0.3%	+922+14.4%	Added	History
Vanguard Morningstar Mid-Cap Growth ETF922908538	ETF	5,904	$1.03M	0.3%	+30+0.5%	Added	–
CMCSAComcast Corp	Stock	26,345	$1.03M	0.3%	+4,660+21.5%	Added	History
SPYSPDR S&P 500 ETF Trust	ETF	2,597	$980.0K	0.3%	+12+0.5%	Added	History
XOMExxonMobil Holdings Corp	COM	11,426	$978.0K	0.3%	+1,008+9.7%	Added	History
Dimensional U.S. Small Cap ETF25434V500	ETF	20,219	$971.0K	0.3%	−1,594−7.3%	Reduced	–
WRBBerkley W R Corp	COM	13,994	$955.0K	0.2%	+193+1.4%	Added	History
TSLATesla, Inc.	Stock	1,415	$953.0K	0.2%	+473+50.2%	Added	History
USBUS Bancorp DE	COM NEW	20,102	$926.0K	0.2%	−714−3.4%	Reduced	History
UNPUnion Pacific Corp	Stock	4,232	$902.0K	0.2%	−460−9.8%	Reduced	History
ABBVAbbVie Inc.	Stock	5,665	$868.0K	0.2%	−422−6.9%	Reduced	History
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718	ETF	8,411	$868.0K	0.2%	+367+4.6%	Added	–
CBChubb Ltd	Stock	4,364	$858.0K	0.2%	+799+22.4%	Added	History
LINLinde PLC	SHS	2,910	$836.0K	0.2%	+575+24.6%	Added	History
SOSouthern Co	Stock	11,706	$835.0K	0.2%	+434+3.9%	Added	History
TFCTruist Financial Corp	COM	17,498	$830.0K	0.2%	+1,718+10.9%	Added	History
iShares Tr464288158	SHRT NAT MUN ETF	7,903	$827.0K	0.2%	+1,944+32.6%	Added	–
UPSUnited Parcel Service Inc	Stock	4,499	$822.0K	0.2%	+427+10.5%	Added	History
TXNTexas Instruments Inc	Stock	5,354	$822.0K	0.2%	−834−13.5%	Reduced	History
LPLALPL Financial Holdings Inc.	COM	4,449	$821.0K	0.2%	00.0%	Unchanged	History
MCDMcDonalds Corp	Stock	3,275	$808.0K	0.2%	−80−2.4%	Reduced	History
EOGEOG Resources Inc	Stock	7,228	$798.0K	0.2%	+1,538+27.0%	Added	History
MDTMedtronic plc	Stock	8,705	$782.0K	0.2%	+44+0.5%	Added	History
ABTAbbott Laboratories	Stock	7,178	$780.0K	0.2%	+311+4.5%	Added	History
Northern LTS FD Tr IV66538H641	INSPIRE SML/ MID	27,181	$776.0K	0.2%	+105+0.4%	Added	–
POOLPool Corp	COM	2,187	$768.0K	0.2%	−11−0.5%	Reduced	History
iShares Core S&P Mid-Cap ETF464287507	ETF	3,369	$762.0K	0.2%	−33−1.0%	Reduced	–
Vanguard Emerging Markets Government Bond ETF921946885	ETF	12,398	$760.0K	0.2%	−740−5.6%	Reduced	–
ZBRAZebra Technologies Corp	CL A	2,492	$733.0K	0.2%	−66−2.6%	Reduced	History
LMTLockheed Martin Corp	Stock	1,691	$727.0K	0.2%	+102+6.4%	Added	History
Vanguard High Dividend Yield Index ETF921946406	ETF	7,133	$725.0K	0.2%	+135+1.9%	Added	–

Sold out since Q1 2022 (223)

Positions held at the end of Q1 2022 that are gone from this filing.

The largest 100 of 223 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q1 2022
Security	Class	Shares in Q1 2022	Value in Q1 2022	% of portfolio in Q1 2022	History
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	7,592	$694.0K	0.2%	–
AZPNASPENTECH Corp	COM	3,708	$613.0K	0.2%	History
Vanguard BD Index FDS92203C303	VANGUARD ULTRA	2,068	$102.0K	<0.1%	–
GSKGSK plc	SPONSORED ADR	2,340	$102.0K	<0.1%	History
Signature BK New York N Y82669G104	COM	269	$78.0K	<0.1%	–
State Street SPDR Portfolio Aggregate Bond ETF78464A649	ETF	2,146	$60.0K	<0.1%	–
VanEck ETF Trust92189H409	HIGH YLD MUNIETF	1,000	$57.0K	<0.1%	–
State Street SPDR Portfolio Short Term Corporate Bond ETF78464A474	ETF	1,793	$54.0K	<0.1%	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	1,785	$47.0K	<0.1%	–
CDKCDK Global, Inc.	COM	790	$38.0K	<0.1%	History
CMPCompass Minerals International Inc	Stock	592	$37.0K	<0.1%	History
Ssga Active ETF Tr78467V848	ST STR TOTAL ETF	766	$34.0K	<0.1%	–
SPDR Series Trust78464A284	ST NUVE HIGH ETF	614	$34.0K	<0.1%	–
State Street SPDR S&P Bank ETF78464A797	ETF	517	$27.0K	<0.1%	–
Global X FDS37954Y343	GLBL X MLP ETF	643	$26.0K	<0.1%	–
GTLSChart Industries Inc	COM	147	$25.0K	<0.1%	History
SVCService Properties Trust	COM SH BEN INT	2,578	$23.0K	<0.1%	History
FLOWSPX FLOW, Inc.	COM	255	$22.0K	<0.1%	History
US Ecology, Inc.91734M103	COM	474	$22.0K	<0.1%	–
BBBY20230930-DK-Butterfly-1, Inc.	COM	919	$21.0K	<0.1%	History
REGIRenewable Energy Group, Inc.	COM NEW	345	$21.0K	<0.1%	History
State Street Real Estate Select Sector SPDR ETF81369Y860	ETF	412	$20.0K	<0.1%	–
EATBrinker International, Inc	Stock	528	$20.0K	<0.1%	History
Invesco Exchange Traded FD T46137V407	INVESCO MSCI	303	$19.0K	<0.1%	–
SPDR Index Shs FDS78463X202	ST STR EU 50 ETF	462	$19.0K	<0.1%	–
Invesco Exch Traded FD Tr II46138G508	SR LN ETF	855	$19.0K	<0.1%	–
CGNXCognex Corp	COM	243	$19.0K	<0.1%	History
WBDWarner Bros. Discovery, Inc.	COM SER A	779	$19.0K	<0.1%	History
ISBCInvestors Bancorp, Inc.	COM	1,235	$19.0K	<0.1%	History
State Street Materials Select Sector SPDR ETF81369Y100	ETF	196	$17.0K	<0.1%	–
iShares MSCI USA Momentum Factor ETF46432F396	ETF	100	$17.0K	<0.1%	–
PLNTPlanet Fitness, Inc.	CL A	189	$16.0K	<0.1%	History
RBARB Global Inc.	COM	270	$16.0K	<0.1%	History
WWDWoodward, Inc.	COM	120	$15.0K	<0.1%	History
LSCCLattice Semiconductor Corp	COM	223	$14.0K	<0.1%	History
EVHEvolent Health, Inc.	CL A	421	$14.0K	<0.1%	History
CUBECubeSmart	REIT	243	$13.0K	<0.1%	History
SKMSK Telecom Co Ltd	SPONSORED ADR	490	$13.0K	<0.1%	History
FNDFloor & Decor Holdings, Inc.	CL A	157	$13.0K	<0.1%	History
ATRCAtriCure, Inc.	COM	202	$13.0K	<0.1%	History
MNRLMNRL Sub Inc.	CL A COM	512	$13.0K	<0.1%	History
EVRIEveri Holdings Inc.	COM	613	$13.0K	<0.1%	History
Vanguard S&P 500 Growth ETF921932505	ETF	44	$12.0K	<0.1%	–
FOEFerro Corp	COM	556	$12.0K	<0.1%	History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	111	$11.0K	<0.1%	–
CELHCelsius Holdings, Inc.	COM NEW	194	$11.0K	<0.1%	History
Invesco Exch Traded FD Tr II46138E784	EMRNG MKT SVRG	498	$11.0K	<0.1%	–
iShares Tr464288273	EAFE SML CP ETF	173	$11.0K	<0.1%	–
RIGLRigel Pharmaceuticals Inc	COM NEW	3,869	$11.0K	<0.1%	History
State Street Utilities Select Sector SPDR ETF81369Y886	ETF	130	$10.0K	<0.1%	–
KNSLKinsale Capital Group, Inc.	Stock	46	$10.0K	<0.1%	History
Global X FDS37954Y442	CLOUD COMPUTNG	448	$10.0K	<0.1%	–
GMABGenmab A/S	SPONSORED ADS	288	$10.0K	<0.1%	History
PEGAPegasystems Inc	COM	122	$10.0K	<0.1%	History
UHTUniversal Health Realty Income Trust	SH BEN INT	163	$10.0K	<0.1%	History
CCMPCMC Materials, Inc.	COM	52	$10.0K	<0.1%	History
SUMSummit Materials, Inc.	CL A	319	$10.0K	<0.1%	History
FLRFluor Corp	Stock	300	$9.00K	<0.1%	History
ICLRIcon PLC	COM	36	$9.00K	<0.1%	History
BEAMBeam Therapeutics Inc.	COM	154	$9.00K	<0.1%	History
LITELumentum Holdings Inc.	COM	95	$9.00K	<0.1%	History
HALOHalozyme Therapeutics, Inc.	COM	215	$9.00K	<0.1%	History
HZOMarinemax Inc	COM	224	$9.00K	<0.1%	History
SPTSprout Social, Inc.	COM CL A	111	$9.00K	<0.1%	History
Natura &CO Hldg S A63884N108	ADS	843	$9.00K	<0.1%	–
TUPTupperware Brands Corp	COM	456	$9.00K	<0.1%	History
TREXTrex Co Inc	COM	124	$8.00K	<0.1%	History
WINGWingstop Inc.	COM	64	$8.00K	<0.1%	History
OMCLOmnicell, Inc.	COM	64	$8.00K	<0.1%	History
MDPediatrix Medical Group, Inc.	COM	330	$8.00K	<0.1%	History
MEDPMedpace Holdings, Inc.	COM	46	$8.00K	<0.1%	History
INSPInspire Medical Systems, Inc.	COM	32	$8.00K	<0.1%	History
OFIXOrthofix Medical Inc.	COM	242	$8.00K	<0.1%	History
CNXNPC Connection Inc	COM	155	$8.00K	<0.1%	History
CSIICardiovascular Systems Inc	COM	342	$8.00K	<0.1%	History
MGPMGM Growth Properties LLC	CL A COM	210	$8.00K	<0.1%	History
CASYCaseys General Stores Inc	COM	33	$7.00K	<0.1%	History
MPAAMotorcar Parts of America Inc	COM	410	$7.00K	<0.1%	History
PJTPJT Partners Inc.	COM CL A	105	$7.00K	<0.1%	History
First Tr Exchange-Traded FD33734X846	NASDAQ CYB ETF	138	$7.00K	<0.1%	–
BGSB&G Foods, Inc.	COM	267	$7.00K	<0.1%	History
BLNKBlink Charging Co.	COM	250	$7.00K	<0.1%	History
Direxion Shs ETF Tr25459Y694	DLY FIN BULL NEW	61	$7.00K	<0.1%	–
OPIOffice Properties Income Trust	COM SHS BEN INT	278	$7.00K	<0.1%	History
WUWestern Union CO	Stock	295	$6.00K	<0.1%	History
SLABSilicon Laboratories Inc.	Stock	43	$6.00K	<0.1%	History
Global X FDS37954Y848	GLOBAL X SILVER	165	$6.00K	<0.1%	–
BCOBrinks Co	COM	83	$6.00K	<0.1%	History
SABRSabre Corp	COM	505	$6.00K	<0.1%	History
CWSTCasella Waste Systems Inc	CL A	64	$6.00K	<0.1%	History
GOGrocery Outlet Holding Corp.	COM	181	$6.00K	<0.1%	History
ADTNADTRAN Holdings, Inc.	COM	362	$6.00K	<0.1%	History
Atech (Parent) Resolution Corp.00973N102	COM	913	$6.00K	<0.1%	–
ATRSAntares Pharma, Inc.	COM	1,352	$6.00K	<0.1%	History
EVOPEVO Payments, Inc.	CL A COM	244	$6.00K	<0.1%	History
KRTXKaruna Therapeutics, Inc.	COM	50	$6.00K	<0.1%	History
PBCTPeople's United Financial, Inc.	COM	283	$6.00K	<0.1%	History
Fidelity MSCI Energy Index ETF316092402	ETF	237	$5.00K	<0.1%	–
BPMCBlueprint Medicines Corp	COM	81	$5.00K	<0.1%	History
PGNYProgyny, Inc.	COM	105	$5.00K	<0.1%	History