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 |
|---|---|---|---|---|---|---|---|
| UBERUber Technologies, Inc | Stock | 1,061 | $22.0K | <0.1% | −184−14.8% | Reduced | History |
| NWLNewell Brands Inc. | Stock | 1,158 | $22.0K | <0.1% | −394−25.4% | Reduced | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 256 | $22.0K | <0.1% | +256 | New | History |
| MKSIMKS Inc | COM | 214 | $22.0K | <0.1% | +214 | New | History |
| PLXSPlexus Corp | COM | 285 | $22.0K | <0.1% | +86+43.2% | Added | History |
| iShares Tr46434V696 | CORE MSCI PAC | 424 | $22.0K | <0.1% | +55+14.9% | Added | – |
| KALUKaiser Aluminum Corp | COM PAR $0.01 | 281 | $22.0K | <0.1% | +218+346.0% | Added | History |
| PACPacific Airport Group | SPON ADS B | 152 | $22.0K | <0.1% | +16+11.8% | Added | History |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 1,654 | $22.0K | <0.1% | +1,654 | New | – |
| Advisorshares Ranger Equity Bear ETF00768Y883 | CEF | 690 | $22.0K | <0.1% | −280−28.9% | Reduced | – |
| CMAComerica Inc | COM | 300 | $22.0K | <0.1% | +15+5.3% | Added | History |
| THSTreeHouse Foods, Inc. | COM | 539 | $22.0K | <0.1% | +470+681.2% | Added | History |
| RYRoyal Bank of Canada | Stock | 222 | $21.0K | <0.1% | +48+27.6% | Added | History |
| Vanguard Financials ETF92204A405 | ETF | 275 | $21.0K | <0.1% | −16−5.5% | Reduced | – |
| AEISAdvanced Energy Industries Inc | COM | 286 | $21.0K | <0.1% | +286 | New | History |
| MTDRMatador Resources Co | COM | 457 | $21.0K | <0.1% | +354+343.7% | Added | History |
| NTCTNetscout Systems Inc | COM | 643 | $21.0K | <0.1% | +176+37.7% | Added | History |
| ADSKAutodesk, Inc. | COM | 123 | $21.0K | <0.1% | +51+70.8% | Added | History |
| Barnes Group Inc067806109 | COM | 682 | $21.0K | <0.1% | +475+229.5% | Added | – |
| DREDuke Realty Corp | COM NEW | 381 | $21.0K | <0.1% | −29−7.1% | Reduced | History |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 450 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| SITCSITE Centers Corp. | COM | 1,519 | $21.0K | <0.1% | 00.0% | Unchanged | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 1,404 | $20.0K | <0.1% | +1,404 | New | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 378 | $20.0K | <0.1% | +7+1.9% | Added | – |
| FASTFastenal Co | Stock | 415 | $20.0K | <0.1% | +14+3.5% | Added | History |
| ORealty Income Corp | REIT | 306 | $20.0K | <0.1% | −437−58.8% | Reduced | History |
| FULFuller H B Co | Stock | 332 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 329 | $20.0K | <0.1% | −565−63.2% | Reduced | – |
| PPLPPL Corp | COM | 754 | $20.0K | <0.1% | +331+78.3% | Added | History |
| COLBColumbia Banking System, Inc. | COM | 701 | $20.0K | <0.1% | +372+113.1% | Added | History |
| HOPEHope Bancorp Inc | COM | 1,502 | $20.0K | <0.1% | 00.0% | Unchanged | History |
| SCLStepan Co | COM | 193 | $20.0K | <0.1% | +62+47.3% | Added | History |
| IBTXIndependent Bank Group, Inc. | COM | 292 | $20.0K | <0.1% | +94+47.5% | Added | History |
| PRFTPerficient Inc | COM | 220 | $20.0K | <0.1% | +220 | New | History |
| AALAmerican Airlines Group Inc. | Stock | 1,482 | $19.0K | <0.1% | +482+48.2% | Added | History |
| WECWec Energy Group, Inc. | Stock | 183 | $19.0K | <0.1% | −323−63.8% | Reduced | History |
| CRUSCirrus Logic, Inc. | Stock | 266 | $19.0K | <0.1% | +266 | New | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 480 | $19.0K | <0.1% | +55+12.9% | Added | – |
| ACAArcosa, Inc. | COM | 404 | $19.0K | <0.1% | +14+3.6% | Added | History |
| HRLHormel Foods Corp | COM | 414 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| MOSMosaic Co | COM | 410 | $19.0K | <0.1% | +1+0.2% | Added | History |
| IXOrix Corp | SPONSORED ADR | 228 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| ABMAbm Industries Inc | COM | 449 | $19.0K | <0.1% | +106+30.9% | Added | History |
| ESEEsco Technologies Inc | COM | 277 | $19.0K | <0.1% | +191+222.1% | Added | History |
| ALGNAlign Technology Inc | COM | 80 | $19.0K | <0.1% | +42+110.5% | Added | History |
| DINOHF Sinclair Corp | COM | 430 | $19.0K | <0.1% | 00.0% | Unchanged | History |
| RDYDr Reddys Laboratories Ltd | ADR | 350 | $19.0K | <0.1% | +87+33.1% | Added | History |
| SPXCSPX Technologies, Inc. | COM | 371 | $19.0K | <0.1% | +325+706.5% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 458 | $18.0K | <0.1% | +6+1.3% | Added | – |
| ABNBAirbnb, Inc. | Stock | 207 | $18.0K | <0.1% | −45−17.9% | Reduced | History |
| CMICummins Inc | Stock | 96 | $18.0K | <0.1% | +26+37.1% | Added | History |
| MTCHMatch Group, Inc. | COM | 252 | $18.0K | <0.1% | +206+447.8% | Added | History |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 540 | $18.0K | <0.1% | +7+1.3% | Added | – |
| ITGRInteger Holdings Corp | COM | 255 | $18.0K | <0.1% | +79+44.9% | Added | History |
| BANRBanner Corp | COM NEW | 318 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| LNGCheniere Energy, Inc. | COM NEW | 133 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| OKEONEOK Inc | COM | 334 | $18.0K | <0.1% | −1−0.3% | Reduced | History |
| UUnity Software Inc. | COM | 500 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| OIO-I Glass, Inc. | COM | 1,246 | $18.0K | <0.1% | +1,076+632.9% | Added | History |
| FETForum Energy Technologies, Inc. | Common | 908 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| ROICRetail Opportunity Investments Corp | COM | 1,121 | $18.0K | <0.1% | 00.0% | Unchanged | History |
| TWTRTwitter, Inc. | COM | 490 | $18.0K | <0.1% | +52+11.9% | Added | History |
| Cyberark Software LtdM2682V108 | SHS | 141 | $18.0K | <0.1% | 00.0% | Unchanged | – |
| HNIHni Corp | Stock | 471 | $17.0K | <0.1% | +320+211.9% | Added | History |
| REZIResideo Technologies, Inc. | Stock | 897 | $17.0K | <0.1% | −232−20.5% | Reduced | History |
| APAAPA Corp | Stock | 495 | $17.0K | <0.1% | +97+24.4% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 241 | $17.0K | <0.1% | 00.0% | Unchanged | – |
| LTCLTC Properties Inc | REIT | 436 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| TWSTTwist Bioscience Corp | COM | 500 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| SBCFSeacoast Banking Corp of Florida | COM NEW | 522 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| ESTCElastic N.V. | ORD SHS | 250 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| PLUSEplus Inc | COM | 334 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| ABGAsbury Automotive Group Inc | COM | 102 | $17.0K | <0.1% | +32+45.7% | Added | History |
| CVSACovista Inc. | COM | 475 | $17.0K | <0.1% | +93+24.3% | Added | History |
| SBACSba Communications Corp | CL A | 53 | $17.0K | <0.1% | +1+1.9% | Added | History |
| HMNHorace Mann Educators Corp | COM | 452 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| SMPLSimply Good Foods Co | COM | 429 | $17.0K | <0.1% | −278−39.3% | Reduced | History |
| DRHDiamondRock Hospitality Co | COM | 2,109 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| EPAMEPAM Systems, Inc. | COM | 58 | $17.0K | <0.1% | −15−20.5% | Reduced | History |
| INFYInfosys Ltd | SPONSORED ADR | 940 | $17.0K | <0.1% | −1,076−53.4% | Reduced | History |
| FVRRFiverr International Ltd. | ORD SHS | 500 | $17.0K | <0.1% | 00.0% | Unchanged | History |
| IOSPInnospec Inc. | COM | 174 | $17.0K | <0.1% | +1+0.6% | Added | History |
| SEMSelect Medical Holdings Corp | COM | 697 | $17.0K | <0.1% | −187−21.2% | Reduced | History |
| CVETCovetrus, Inc. | COM | 819 | $17.0K | <0.1% | +583+247.0% | Added | History |
| Two Harbors Investment Corp.90187B408 | COM NEW | 3,415 | $17.0K | <0.1% | +1,920+128.4% | Added | – |
| ONBOld National Bancorp | Stock | 1,069 | $16.0K | <0.1% | −962−47.4% | Reduced | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 79 | $16.0K | <0.1% | −14−15.1% | Reduced | – |
| WELLWelltower Inc. | REIT | 186 | $16.0K | <0.1% | −1−0.5% | Reduced | History |
| KEYSKeysight Technologies, Inc. | Stock | 114 | $16.0K | <0.1% | −80−41.2% | Reduced | History |
| JBHTHunt J B Transport Services Inc | COM | 100 | $16.0K | <0.1% | +67+203.0% | Added | History |
| SKYWSkywest Inc | COM | 765 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 1,095 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| TRMBTrimble Inc. | COM | 267 | $16.0K | <0.1% | +99+58.9% | Added | History |
| FBKFB Financial Corp | COM | 420 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| RYNRayonier Inc | COM | 447 | $16.0K | <0.1% | +18+4.2% | Added | History |
| INDBIndependent Bank Corp | COM | 196 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| DGXQuest Diagnostics Inc | COM | 124 | $16.0K | <0.1% | +6+5.1% | Added | History |
| NPOEnpro Inc. | COM | 200 | $16.0K | <0.1% | +106+112.8% | Added | History |
| ALEXAlexander & Baldwin, Inc. | COM | 919 | $16.0K | <0.1% | 00.0% | Unchanged | History |
| DDDuPont de Nemours, Inc. | COM | 271 | $16.0K | <0.1% | −166−38.0% | Reduced | 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 |