EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
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
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 1,890 | $91.0K | <0.1% | +12+0.6% | Added | – |
| JDJD.com, Inc. | SPON ADS CL A | 1,417 | $91.0K | <0.1% | +1,417 | New | History |
| AWRAmerican States Water Co | COM | 1,110 | $91.0K | <0.1% | +968+681.7% | Added | History |
| AIGAmerican International Group, Inc. | Stock | 1,762 | $90.0K | <0.1% | −46−2.5% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 1,810 | $90.0K | <0.1% | +1,735+2,313.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E594 | KBW PREM YIELD | 4,093 | $90.0K | <0.1% | 00.0% | Unchanged | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,322 | $90.0K | <0.1% | +2,322 | New | – |
| TUTelus Corp | COM | 4,043 | $90.0K | <0.1% | 00.0% | Unchanged | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 2,134 | $89.0K | <0.1% | +2,134 | New | – |
| DHIHorton D R Inc | COM | 1,338 | $89.0K | <0.1% | +1,179+741.5% | Added | History |
| STLAStellantis N.V. | SHS | 7,240 | $89.0K | <0.1% | +6,668+1,165.7% | Added | History |
| WFWoori Financial Group Inc. | SPONSORED ADS | 3,139 | $89.0K | <0.1% | +2,938+1,461.7% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 1,067 | $88.0K | <0.1% | +593+125.1% | Added | History |
| CDNSCadence Design Systems Inc | Stock | 584 | $88.0K | <0.1% | +486+495.9% | Added | History |
| OTTROtter Tail Corp | COM | 1,305 | $88.0K | <0.1% | +1,305 | New | History |
| IMOSChipmos Technologies Inc | SPONSORD ADS NEW | 3,535 | $88.0K | <0.1% | +3,535 | New | History |
| NTRNutrien Ltd. | COM | 1,100 | $88.0K | <0.1% | +877+393.3% | Added | History |
| PKXPosco Holdings Inc. | SPONSORED ADR | 1,960 | $88.0K | <0.1% | +1,687+617.9% | Added | History |
| DIODDiodes Inc | COM | 1,329 | $86.0K | <0.1% | +848+176.3% | Added | History |
| TRPTC Energy Corp | COM | 1,650 | $86.0K | <0.1% | +167+11.3% | Added | History |
| VLOValero Energy Corp | Stock | 806 | $85.0K | <0.1% | +421+109.4% | Added | History |
| TXRHTexas Roadhouse, Inc. | COM | 1,162 | $85.0K | <0.1% | +1,162 | New | History |
| LOGILogitech International S.A. | SHS | 1,637 | $85.0K | <0.1% | +1,114+213.0% | Added | History |
| CNPCenterpoint Energy Inc | COM | 2,896 | $85.0K | <0.1% | +1,423+96.6% | Added | History |
| ASXASE Technology Holding Co., Ltd. | SPONSORED ADS | 16,331 | $84.0K | <0.1% | +11,339+227.1% | Added | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 952 | $84.0K | <0.1% | +288+43.4% | Added | History |
| TWNKHostess Brands, Inc. | CL A | 3,923 | $84.0K | <0.1% | +3,660+1,391.6% | Added | History |
| SFMSprouts Farmers Market, Inc. | COM | 3,279 | $83.0K | <0.1% | +3,279 | New | History |
| ARWArrow Electronics, Inc. | COM | 737 | $83.0K | <0.1% | +670+1,000.0% | Added | History |
| INCYIncyte Corp | COM | 1,092 | $83.0K | <0.1% | +840+333.3% | Added | History |
| CIENCiena Corp | COM NEW | 1,808 | $83.0K | <0.1% | +1,271+236.7% | Added | History |
| SAFMSanderson Farms Inc | COM | 383 | $83.0K | <0.1% | +383 | New | History |
| TELFYTelefonica S A | SPONSORED ADR | 16,044 | $83.0K | <0.1% | +14,214+776.7% | Added | History |
| RJFRaymond James Financial Inc | COM | 912 | $82.0K | <0.1% | −165−15.3% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 294 | $81.0K | <0.1% | 00.0% | Unchanged | History |
| BKRBaker Hughes Co | CL A | 2,783 | $81.0K | <0.1% | 00.0% | Unchanged | History |
| Northern LTS FD Tr IV66538H658 | INSPIRE GBL HOPE | 2,695 | $81.0K | <0.1% | +302+12.6% | Added | – |
| CMSCMS Energy Corp | COM | 1,211 | $81.0K | <0.1% | +37+3.2% | Added | History |
| TRNTrinity Industries Inc | COM | 3,350 | $81.0K | <0.1% | +222+7.1% | Added | History |
| LXPLXP Industrial Trust | COM | 7,530 | $81.0K | <0.1% | +5,805+336.5% | Added | History |
| CLXClorox Co | Stock | 566 | $80.0K | <0.1% | +501+770.8% | Added | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 756 | $80.0K | <0.1% | −8−1.0% | Reduced | History |
| NTESNetEase, Inc. | SPONSORED ADS | 861 | $80.0K | <0.1% | +772+867.4% | Added | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 525 | $80.0K | <0.1% | 00.0% | Unchanged | – |
| ABCBAmeris Bancorp | COM | 2,005 | $80.0K | <0.1% | +1,566+356.7% | Added | History |
| NSITInsight Enterprises Inc | COM | 935 | $80.0K | <0.1% | +647+224.7% | Added | History |
| EQNREquinor ASA | SPONSORED ADR | 2,305 | $80.0K | <0.1% | +1,869+428.7% | Added | History |
| SSBSouthState Bank Corp | COM | 1,043 | $80.0K | <0.1% | 00.0% | Unchanged | History |
| HASHasbro, Inc. | COM | 963 | $79.0K | <0.1% | 00.0% | Unchanged | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 715 | $78.0K | <0.1% | +5+0.7% | Added | – |
| ZMZoom Communications, Inc. | Stock | 729 | $78.0K | <0.1% | +560+331.4% | Added | History |
| iShares Tr464288281 | JPMORGAN USD EMG | 910 | $78.0K | <0.1% | +137+17.7% | Added | – |
| ZDZiff Davis, Inc. | COM | 1,047 | $78.0K | <0.1% | +1,047 | New | History |
| CFGCitizens Financial Group Inc | COM | 2,210 | $78.0K | <0.1% | +144+7.0% | Added | History |
| SJISouth Jersey Industries Inc | COM | 2,260 | $78.0K | <0.1% | +1,854+456.7% | Added | History |
| GNRCGenerac Holdings Inc. | Stock | 370 | $77.0K | <0.1% | +265+252.4% | Added | History |
| MRNAModerna, Inc. | Stock | 546 | $77.0K | <0.1% | +482+753.1% | Added | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 1,540 | $77.0K | <0.1% | +446+40.8% | Added | – |
| IDXXIDEXX Laboratories Inc | COM | 216 | $77.0K | <0.1% | +170+369.6% | Added | History |
| MGEEMge Energy Inc | COM | 991 | $77.0K | <0.1% | +991 | New | History |
| IBMInternational Business Machines Corp | Stock | 536 | $76.0K | <0.1% | +82+18.1% | Added | History |
| UFPIUfp Industries Inc | COM | 1,117 | $76.0K | <0.1% | +862+338.0% | Added | History |
| WSTWest Pharmaceutical Services Inc | COM | 252 | $76.0K | <0.1% | +115+83.9% | Added | History |
| IVZInvesco Ltd. | Stock | 4,663 | $75.0K | <0.1% | +4,075+693.0% | Added | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,332 | $75.0K | <0.1% | 00.0% | Unchanged | – |
| EVREvercore Inc. | CLASS A | 806 | $75.0K | <0.1% | +806 | New | History |
| FELEFranklin Electric Co Inc | COM | 1,029 | $75.0K | <0.1% | +1,029 | New | History |
| APDAir Products & Chemicals, Inc. | Stock | 306 | $74.0K | <0.1% | −205−40.1% | Reduced | History |
| ZTSZoetis Inc. | Stock | 427 | $74.0K | <0.1% | +85+24.9% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 549 | $74.0K | <0.1% | +283+106.4% | Added | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 2,926 | $74.0K | <0.1% | +72+2.5% | Added | – |
| INGING Groep NV | SPONSORED ADR | 7,525 | $74.0K | <0.1% | +7,230+2,450.8% | Added | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 1,209 | $74.0K | <0.1% | +1,088+899.2% | Added | History |
| KFYKorn Ferry | COM NEW | 1,278 | $74.0K | <0.1% | +1,213+1,866.2% | Added | History |
| EXPDExpeditors International of Washington Inc | COM | 754 | $74.0K | <0.1% | +698+1,246.4% | Added | History |
| TWLOTwilio Inc | CL A | 897 | $74.0K | <0.1% | +897 | New | History |
| AIZAssurant, Inc. | Stock | 425 | $73.0K | <0.1% | +3+0.7% | Added | History |
| YUMCYum China Holdings, Inc. | COM | 1,507 | $73.0K | <0.1% | +1,338+791.7% | Added | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 7,302 | $73.0K | <0.1% | +200+2.8% | Added | History |
| LSTRLandstar System Inc | COM | 505 | $73.0K | <0.1% | +395+359.1% | Added | History |
| BCCBoise Cascade Co | COM | 1,240 | $73.0K | <0.1% | +894+258.4% | Added | History |
| HZNPHorizon Therapeutics Public Ltd Co | SHS | 924 | $73.0K | <0.1% | +45+5.1% | Added | History |
| TELTE Connectivity plc | REG SHS | 642 | $73.0K | <0.1% | +183+39.9% | Added | History |
| SLBSLB Limited | Stock | 2,025 | $72.0K | <0.1% | +25+1.3% | Added | History |
| DJTTrump Media & Technology Group Corp. | Stock | 2,988 | $72.0K | <0.1% | +802+36.7% | Added | History |
| AINAlbany International Corp | CL A | 920 | $72.0K | <0.1% | +763+486.0% | Added | History |
| EGEverest Group, Ltd. | COM | 254 | $72.0K | <0.1% | +226+807.1% | Added | History |
| GHCGraham Holdings Co | COM CL B | 127 | $72.0K | <0.1% | 00.0% | Unchanged | History |
| GIBCgi Inc | CL A | 900 | $72.0K | <0.1% | +829+1,167.6% | Added | History |
| Tricon Residential Inc Com NPV89612W102 | COM | 7,078 | $72.0K | <0.1% | +7,078 | New | – |
| iShares Russell Midcap ETF464287499 | ETF | 1,100 | $71.0K | <0.1% | −700−38.9% | Reduced | – |
| SEESealed Air Corp | COM | 1,225 | $71.0K | <0.1% | −1−0.1% | Reduced | History |
| OGSONE Gas, Inc. | COM | 880 | $71.0K | <0.1% | +880 | New | History |
| GRCGorman Rupp Co | COM | 2,500 | $71.0K | <0.1% | +15+0.6% | Added | History |
| BKHBlack Hills Corp | COM | 979 | $71.0K | <0.1% | +979 | New | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,810 | $71.0K | <0.1% | 00.0% | Unchanged | – |
| AITApplied Industrial Technologies Inc | COM | 735 | $71.0K | <0.1% | +544+284.8% | Added | History |
| PSBPS Business Parks, Inc. | COM | 380 | $71.0K | <0.1% | +380 | New | History |
| SEICSEI Investments Co | COM | 1,292 | $70.0K | <0.1% | +1,292 | New | History |
| MNSTMonster Beverage Corp | COM | 762 | $70.0K | <0.1% | +529+227.0% | Added | History |
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.
| 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 |