EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 7, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 2,038
- +290 vs. Q2 2022
- Portfolio value
- $436.8M
- +$48.9M (+12.6%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZTSZoetis Inc. | Stock | 1,044 | $156.0K | <0.1% | +617+144.5% | Added | History |
| CCitigroup Inc | Stock | 3,740 | $156.0K | <0.1% | −1,290−25.6% | Reduced | History |
| PGRProgressive Corp | Stock | 1,347 | $157.0K | <0.1% | +766+131.8% | Added | History |
| Nushares ETF Tr67092P870 | NUVEEN ESG US | 7,231 | $157.0K | <0.1% | +53+0.7% | Added | – |
| EEni SpA | SPONSORED ADR | 7,424 | $157.0K | <0.1% | +7,294+5,610.8% | Added | History |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 2,521 | $157.0K | <0.1% | +17+0.7% | Added | – |
| CDWCDW Corp | COM | 1,012 | $158.0K | <0.1% | +345+51.7% | Added | History |
| NFLXNetflix Inc | Stock | 677 | $159.0K | <0.1% | +4+0.6% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 1,551 | $159.0K | <0.1% | −300−16.2% | Reduced | – |
| iShares Tr46435U663 | ESG AWARE MSCI | 5,192 | $159.0K | <0.1% | −202−3.7% | Reduced | – |
| MAPSWM Technology, Inc. | COM | 100,316 | $162.0K | <0.1% | 00.0% | Unchanged | History |
| KMBKimberly Clark Corp | Stock | 1,500 | $169.0K | <0.1% | +500+50.0% | Added | History |
| iShares Inc46434G863 | ESG AWR MSCI EM | 6,107 | $169.0K | <0.1% | +438+7.7% | Added | – |
| LRCXLam Research Corp | COM | 462 | $169.0K | <0.1% | +233+101.7% | Added | History |
| MOAltria Group, Inc. | Stock | 4,249 | $171.0K | <0.1% | +1,760+70.7% | Added | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 4,297 | $171.0K | <0.1% | +4,200+4,329.9% | Added | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 596 | $172.0K | <0.1% | +171+40.2% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 930 | $174.0K | <0.1% | +187+25.2% | Added | History |
| TAT&T Inc. | Stock | 11,394 | $176.0K | <0.1% | −675−5.6% | Reduced | History |
| WisdomTree Tr97717X578 | EM EX ST-OWNED | 7,153 | $176.0K | <0.1% | +2,245+45.7% | Added | – |
| AIGAmerican International Group, Inc. | Stock | 3,740 | $177.0K | <0.1% | +1,978+112.3% | Added | History |
| WNS Hldgs Ltd92932M101 | SPON ADR | 2,166 | $177.0K | <0.1% | +512+31.0% | Added | – |
| SHWSherwin Williams Co | COM | 871 | $178.0K | <0.1% | −263−23.2% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 1,938 | $178.0K | <0.1% | +189+10.8% | Added | – |
| Capital Group Growth ETF14020G101 | SHS CREAT UNIT | 9,111 | $178.0K | <0.1% | +9,111 | New | – |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 6,355 | $180.0K | <0.1% | +6,355 | New | – |
| VICIVici Properties Inc. | COM | 6,048 | $181.0K | <0.1% | +1,734+40.2% | Added | History |
| LWLamb Weston Holdings, Inc. | Stock | 2,371 | $184.0K | <0.1% | +16+0.7% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,719 | $184.0K | <0.1% | +829+43.9% | Added | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 267 | $185.0K | <0.1% | −22−7.6% | Reduced | History |
| ETEnergy Transfer LP | COM UT LTD PTN | 16,884 | $186.0K | <0.1% | +9,582+131.2% | Added | History |
| OUNZVanEck Merk Gold ETF | GOLD SHS | 11,525 | $186.0K | <0.1% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 774 | $189.0K | <0.1% | +105+15.7% | Added | History |
| KLACKLA Corp | COM NEW | 636 | $192.0K | <0.1% | −49−7.2% | Reduced | History |
| ENBEnbridge Inc | Stock | 5,214 | $193.0K | <0.1% | −755−12.6% | Reduced | History |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 6,242 | $193.0K | <0.1% | 00.0% | Unchanged | – |
| NVSNovartis AG | ADR | 2,574 | $196.0K | <0.1% | −329−11.3% | Reduced | History |
| DFSDiscover Financial Services | COM | 2,150 | $196.0K | <0.1% | −1,309−37.8% | Reduced | History |
| IAUiShares Gold Trust | ETF | 6,238 | $197.0K | <0.1% | +496+8.6% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 14,893 | $198.0K | <0.1% | −2,803−15.8% | Reduced | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 4,760 | $199.0K | <0.1% | +4,066+585.9% | Added | – |
| BFAMBright Horizons Family Solutions Inc. | COM | 3,447 | $199.0K | <0.1% | −417−10.8% | Reduced | History |
| DEDeere & Co | Stock | 602 | $200.0K | <0.1% | +227+60.5% | Added | History |
| ALLAllstate Corp | Stock | 1,615 | $201.0K | <0.1% | +21+1.3% | Added | History |
| SRESempra | Stock | 1,341 | $202.0K | <0.1% | −119−8.2% | Reduced | History |
| AMPAmeriprise Financial Inc | COM | 804 | $202.0K | <0.1% | −98−10.9% | Reduced | History |
| SBUXStarbucks Corp | Stock | 2,444 | $206.0K | <0.1% | +536+28.1% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 777 | $207.0K | <0.1% | −48−5.8% | Reduced | – |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 5,873 | $209.0K | <0.1% | −1,137−16.2% | Reduced | History |
| MSCIMSCI Inc. | Stock | 507 | $214.0K | <0.1% | +42+9.0% | Added | History |
| AMATApplied Materials Inc | Stock | 2,632 | $215.0K | <0.1% | +40+1.5% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 3,487 | $215.0K | <0.1% | +1,843+112.1% | Added | History |
| SGENSeagen Inc. | COM | 1,590 | $218.0K | <0.1% | −484−23.3% | Reduced | History |
| STZConstellation Brands, Inc. | Stock | 961 | $221.0K | 0.1% | +129+15.5% | Added | History |
| SNYSanofi | SPONSORED ADR | 5,868 | $223.0K | 0.1% | +475+8.8% | Added | History |
| LHXL3HARRIS Technologies, Inc. | Stock | 1,087 | $225.0K | 0.1% | +360+49.5% | Added | History |
| ELEstee Lauder Companies Inc | CL A | 1,050 | $227.0K | 0.1% | −254−19.5% | Reduced | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 8,176 | $229.0K | 0.1% | −356−4.2% | Reduced | – |
| INTCIntel Corp | Stock | 9,005 | $232.0K | 0.1% | −3,873−30.1% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 8,097 | $232.0K | 0.1% | +3,542+77.8% | Added | History |
| HPEHewlett Packard Enterprise Co | COM | 19,537 | $234.0K | 0.1% | −100−0.5% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 5,339 | $234.0K | 0.1% | −438−7.6% | Reduced | History |
| IBNIcici Bank Ltd | ADR | 11,192 | $236.0K | 0.1% | +1,293+13.1% | Added | History |
| MDLZMondelez International, Inc. | Stock | 4,334 | $237.0K | 0.1% | +163+3.9% | Added | History |
| XPOXPO, Inc. | COM | 5,340 | $238.0K | 0.1% | +4,514+546.5% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 2,482 | $239.0K | 0.1% | −330−11.7% | Reduced | – |
| EPDEnterprise Products Partners L.P. | Stock | 10,097 | $240.0K | 0.1% | +4,417+77.8% | Added | History |
| SLViShares Silver Trust | ETF | 13,843 | $242.0K | 0.1% | +55+0.4% | Added | History |
| SMGScotts Miracle-Gro Co | Stock | 5,701 | $243.0K | 0.1% | −784−12.1% | Reduced | History |
| STTState Street Corp | COM | 3,987 | $243.0K | 0.1% | +1,550+63.6% | Added | History |
| EQIXEquinix Inc | COM | 428 | $243.0K | 0.1% | −82−16.1% | Reduced | History |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 3,701 | $244.0K | 0.1% | +1,379+59.4% | Added | – |
| VZVerizon Communications Inc | Stock | 6,600 | $250.0K | 0.1% | −1,171−15.1% | Reduced | History |
| AEPAmerican Electric Power Co Inc | Stock | 2,885 | $250.0K | 0.1% | −194−6.3% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 3,476 | $250.0K | 0.1% | +571+19.7% | Added | History |
| ROKRockwell Automation, Inc | Stock | 1,170 | $252.0K | 0.1% | −248−17.5% | Reduced | History |
| GMGeneral Motors Co | COM | 7,859 | $252.0K | 0.1% | +2,885+58.0% | Added | History |
| PAYXPaychex Inc | Stock | 2,300 | $259.0K | 0.1% | +353+18.1% | Added | History |
| EXELExelixis, Inc. | COM | 16,493 | $259.0K | 0.1% | +16,493 | New | History |
| NSCNorfolk Southern Corp | Stock | 1,254 | $263.0K | 0.1% | +17+1.4% | Added | History |
| iShares Tr464287234 | MSCI EMG MKT ETF | 7,548 | $263.0K | 0.1% | +7,068+1,472.5% | Added | – |
| INTUIntuit Inc. | Stock | 679 | $264.0K | 0.1% | +201+42.1% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 176 | $264.0K | 0.1% | −14−7.4% | Reduced | History |
| CICigna Group | Stock | 961 | $266.0K | 0.1% | −90−8.6% | Reduced | History |
| FANGDiamondback Energy, Inc. | Stock | 2,218 | $267.0K | 0.1% | +594+36.6% | Added | History |
| DUKDuke Energy CORP | Stock | 2,894 | $270.0K | 0.1% | +359+14.2% | Added | History |
| ASMLASML Holding NV | ADR | 661 | $275.0K | 0.1% | −228−25.6% | Reduced | History |
| CATCaterpillar Inc | Stock | 1,686 | $278.0K | 0.1% | +333+24.6% | Added | History |
| Timothy Plan887432342 | U S SM CP CORE | 10,030 | $278.0K | 0.1% | +3,153+45.8% | Added | – |
| HONHoneywell International Inc | COM | 1,663 | $278.0K | 0.1% | −617−27.1% | Reduced | History |
| CSXCSX Corp | Stock | 10,488 | $279.0K | 0.1% | −275−2.6% | Reduced | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 13,312 | $283.0K | 0.1% | +10,709+411.4% | Added | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 4,221 | $283.0K | 0.1% | −155−3.5% | Reduced | – |
| GMEDGlobus Medical Inc | Stock | 4,763 | $284.0K | 0.1% | −441−8.5% | Reduced | History |
| KEYKeycorp | COM | 17,778 | $285.0K | 0.1% | +17,466+5,598.1% | Added | History |
| CMECME Group Inc. | COM | 1,659 | $294.0K | 0.1% | −237−12.5% | Reduced | History |
| BMYBristol Myers Squibb Co | Stock | 4,133 | $295.0K | 0.1% | −634−13.3% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 1,384 | $296.0K | 0.1% | +84+6.5% | Added | History |
| PSAPublic Storage | COM | 1,041 | $304.0K | 0.1% | +963+1,234.6% | Added | History |
| AONAon plc | CL A | 1,143 | $307.0K | 0.1% | −308−21.2% | Reduced | History |
Sold out since Q2 2022 (180)
Positions held at the end of Q2 2022 that are gone from this filing.
The largest 100 of 180 by value last quarter.
| Security | Class | Shares in Q2 2022 | Value in Q2 2022 | % of portfolio in Q2 2022 | History |
|---|---|---|---|---|---|
| Northern LTS FD Tr IV66538H591 | MAIN SECTR ROTN | 15,988 | $581.0K | 0.1% | – |
| iShares S&P Small-Cap 600 Value ETF464287879 | ETF | 2,312 | $206.0K | 0.1% | – |
| Vanguard Intl Equity Index F922042676 | GLB EX US ETF | 2,240 | $99.0K | <0.1% | – |
| iShares Tr464289875 | CORE 40 MODE ETF | 2,322 | $90.0K | <0.1% | – |
| SAFMSanderson Farms Inc | COM | 383 | $83.0K | <0.1% | History |
| HASHasbro, Inc. | COM | 963 | $79.0K | <0.1% | History |
| ZDZiff Davis, Inc. | COM | 1,047 | $78.0K | <0.1% | History |
| DJTTrump Media & Technology Group Corp. | Stock | 2,988 | $72.0K | <0.1% | History |
| iShares Russell Midcap ETF464287499 | ETF | 1,100 | $71.0K | <0.1% | – |
| PSBPS Business Parks, Inc. | COM | 380 | $71.0K | <0.1% | History |
| SRCSpirit Realty Capital, Inc. | COM NEW | 1,823 | $69.0K | <0.1% | History |
| TEAMAtlassian Corp | CL A | 370 | $69.0K | <0.1% | History |
| ONTOOnto Innovation Inc. | COM | 941 | $66.0K | <0.1% | History |
| iShares Tr464288166 | AGENCY BOND ETF | 590 | $65.0K | <0.1% | – |
| CVLTCommvault Systems Inc | COM | 1,027 | $65.0K | <0.1% | History |
| MMSMaximus, Inc. | COM | 981 | $61.0K | <0.1% | History |
| MASIMasimo Corp | COM | 467 | $61.0K | <0.1% | History |
| FSVFirstService Corp | COM | 493 | $60.0K | <0.1% | History |
| CHHChoice Hotels International Inc | COM | 538 | $60.0K | <0.1% | History |
| EFOREverforth Inc | COM | 654 | $59.0K | <0.1% | History |
| PCHPotlatchdeltic Corp | COM | 1,313 | $58.0K | <0.1% | History |
| VSHVishay Intertechnology Inc | COM | 3,139 | $56.0K | <0.1% | History |
| STAGSTAG Industrial, Inc. | COM | 1,771 | $55.0K | <0.1% | History |
| SFStifel Financial Corp | COM | 965 | $54.0K | <0.1% | History |
| BNTXBioNTech SE | SPONSORED ADS | 360 | $54.0K | <0.1% | History |
| NATINational Instruments Corp | COM | 1,727 | $54.0K | <0.1% | History |
| WKWorkiva Inc | COM CL A | 810 | $53.0K | <0.1% | History |
| ENSEnerSys | COM | 860 | $51.0K | <0.1% | History |
| ENOVEnovis CORP | COM | 907 | $50.0K | <0.1% | History |
| TXTernium S.A. | SPONSORED ADS | 1,390 | $50.0K | <0.1% | History |
| Crescent PT Energy Corp22576C101 | COM | 6,965 | $50.0K | <0.1% | – |
| KBHKB Home | COM | 1,724 | $49.0K | <0.1% | History |
| AMAntero Midstream Corp | Stock | 5,212 | $47.0K | <0.1% | History |
| HUNHuntsman CORP | COM | 1,657 | $47.0K | <0.1% | History |
| FLFoot Locker, Inc. | COM | 1,845 | $47.0K | <0.1% | History |
| VETVermilion Energy Inc. | COM | 2,398 | $46.0K | <0.1% | History |
| UNVRUnivar Solutions Inc. | COM | 1,863 | $46.0K | <0.1% | History |
| Enerplus Corp292766102 | COM | 3,142 | $42.0K | <0.1% | – |
| Northern LTS FD Tr IV66538H393 | INSPIRE TACTICAL | 1,607 | $39.0K | <0.1% | – |
| ARNCArconic Corp | COM | 1,249 | $35.0K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q779 | US MOMENTUM | 905 | $33.0K | <0.1% | – |
| IDAIdacorp Inc | COM | 297 | $31.0K | <0.1% | History |
| MANTMantech International Corp | CL A | 306 | $29.0K | <0.1% | History |
| China Petroleum & Chemical C16941R108 | SPON ADR H SHS | 616 | $28.0K | <0.1% | – |
| HIWHighwoods Properties, Inc. | COM | 804 | $27.0K | <0.1% | History |
| MTORMeritor, Inc. | COM | 685 | $25.0K | <0.1% | History |
| MKSIMKS Inc | COM | 214 | $22.0K | <0.1% | History |
| Northern LTS FD Tr IV66538H278 | MAIN THEMATC IN | 1,654 | $22.0K | <0.1% | – |
| HNIHni Corp | Stock | 471 | $17.0K | <0.1% | History |
| FVRRFiverr International Ltd. | ORD SHS | 500 | $17.0K | <0.1% | History |
| Two Harbors Investment Corp.90187B408 | COM NEW | 3,415 | $17.0K | <0.1% | – |
| BHEBenchmark Electronics Inc | COM | 657 | $14.0K | <0.1% | History |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 269 | $14.0K | <0.1% | – |
| LSEALandsea Homes Corp | COM | 2,122 | $14.0K | <0.1% | History |
| ASTEAstec Industries Inc | COM | 302 | $13.0K | <0.1% | History |
| DLXDeluxe Corp | COM | 586 | $13.0K | <0.1% | History |
| IPGPIpg Photonics Corp | COM | 134 | $12.0K | <0.1% | History |
| Petrochina Co Ltd71646E100 | SPONSORED ADR | 260 | $12.0K | <0.1% | – |
| VZIOVizio Holding Corp. | CL A COM | 1,711 | $12.0K | <0.1% | History |
| KELYAKelly Services Inc | CL A | 540 | $11.0K | <0.1% | History |
| RHRH | COM | 47 | $10.0K | <0.1% | History |
| JBTMJBT Marel Corp | COM | 84 | $9.00K | <0.1% | History |
| MHOM/I Homes, Inc. | COM | 228 | $9.00K | <0.1% | History |
| Fidelity Covington Trust316092857 | MSCI RL EST ETF | 319 | $9.00K | <0.1% | – |
| NWGNatWest Group plc | SPONS ADR 2 ORD | 1,414 | $8.00K | <0.1% | History |
| Collaborative Investmnt Ser19423L565 | TUTTLE CAP SHORT | 125 | $8.00K | <0.1% | – |
| CSTMConstellium SE | CL A SHS | 569 | $7.00K | <0.1% | History |
| ACHAccendra Health Inc | Stock | 202 | $6.00K | <0.1% | History |
| FIZZNational Beverage Corp | COM | 126 | $6.00K | <0.1% | History |
| Flexshares Tr33939L605 | IBOXX 5YR TRGT | 247 | $6.00K | <0.1% | – |
| VTOLBristow Group Inc. | COM | 241 | $6.00K | <0.1% | History |
| GDSGDS Holdings Ltd | SPONSORED ADS | 193 | $6.00K | <0.1% | History |
| SRDXSurmodics Inc | COM | 174 | $6.00K | <0.1% | History |
| TMXTerminix Global Holdings Inc | COM | 140 | $6.00K | <0.1% | History |
| BNSBank of Nova Scotia | COM | 81 | $5.00K | <0.1% | History |
| AWIArmstrong World Industries Inc | COM | 62 | $5.00K | <0.1% | History |
| RLIRli Corp | COM | 46 | $5.00K | <0.1% | History |
| PAHCPhibro Animal Health Corp | CL A COM | 258 | $5.00K | <0.1% | History |
| SYBTStock Yards Bancorp, Inc. | COM | 82 | $5.00K | <0.1% | History |
| UPBDUpbound Group, Inc. | COM | 279 | $5.00K | <0.1% | History |
| VLGEAVillage Super Market Inc | CL A NEW | 232 | $5.00K | <0.1% | History |
| NTUSNatus Medical Inc | COM | 160 | $5.00K | <0.1% | History |
| SWISolarWinds Corp | COM | 450 | $5.00K | <0.1% | History |
| PRIPrimerica, Inc. | Stock | 32 | $4.00K | <0.1% | History |
| PENNPENN Entertainment, Inc. | COM | 128 | $4.00K | <0.1% | History |
| BRKRBruker Corp | COM | 61 | $4.00K | <0.1% | History |
| SHCSotera Health Co | COM | 195 | $4.00K | <0.1% | History |
| iShares Tr464287341 | GLOBAL ENERG ETF | 118 | $4.00K | <0.1% | – |
| VIAVViavi Solutions Inc. | COM | 318 | $4.00K | <0.1% | History |
| CHCTCommunity Healthcare Trust Inc | COM | 104 | $4.00K | <0.1% | History |
| OLPXOlaplex Holdings, Inc. | COM | 265 | $4.00K | <0.1% | History |
| LESLLeslie's, Inc. | COM | 246 | $4.00K | <0.1% | History |
| POLYPlantronics Inc | COM | 100 | $4.00K | <0.1% | History |
| DSEYDiversey Holdings, Ltd. | ORD SHS | 689 | $4.00K | <0.1% | History |
| Eros Intl PLCG3788R105 | COM | 1,818 | $4.00K | <0.1% | – |
| UAAUnder Armour, Inc. | Stock | 280 | $3.00K | <0.1% | History |
| HMYHarmony Gold Mining Co Ltd | ADR | 957 | $3.00K | <0.1% | History |
| AMSCAmerican Superconductor Corp | Stock | 536 | $3.00K | <0.1% | History |
| PPLIPeople Inc | COM NEW | 43 | $3.00K | <0.1% | History |
| DAKTDaktronics Inc | COM | 952 | $3.00K | <0.1% | History |