EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

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
Filed: Nov 7, 2022; SEC

Holdings of EverSource Wealth Advisors, LLC in Q3 2022
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
GOOGLAlphabet Inc.	Stock	25,357	$2.42M	0.6%	+1,037+4.3%	AddedConverted for a 20-for-1 split	History
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	16,976	$2.44M	0.6%	−1,358−7.4%	Reduced	–
iShares Core S&P 500 ETF464287200	ETF	7,056	$2.53M	0.6%	+809+13.0%	Added	–
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	34,253	$2.59M	0.6%	−5,887−14.7%	Reduced	–
Dimensional ETF Trust25434V807	INTERNATNAL VAL	105,033	$2.71M	0.6%	+7,348+7.5%	Added	–
GOOGAlphabet Inc.	Stock	28,175	$2.71M	0.6%	+8,475+43.0%	AddedConverted for a 20-for-1 split	History
JPMJPMorgan Chase & Co	Stock	26,105	$2.73M	0.6%	+8,632+49.4%	Added	History
SFBSServisFirst Bancshares, Inc.	COM	34,378	$2.75M	0.6%	00.0%	Unchanged	History
HDHome Depot, Inc.	Stock	10,448	$2.88M	0.7%	+4,553+77.2%	Added	History
American Centy ETF Tr025072885	US EQT ETF	50,121	$3.13M	0.7%	+3,402+7.3%	Added	–
SPDR Series Trust78464A763	ST STR SP DIV	28,125	$3.14M	0.7%	+1,283+4.8%	Added	–
Vanguard World FD921910816	MEGA GRWTH IND	18,160	$3.17M	0.7%	−1,684−8.5%	Reduced	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	29,219	$3.56M	0.8%	−1,750−5.7%	Reduced	–
Schwab US Dividend Equity ETF808524797	ETF	53,617	$3.56M	0.8%	−9,706−15.3%	Reduced	–
Dimensional ETF Trust25434V401	US EQUI MARK ETF	92,087	$3.58M	0.8%	+9,517+11.5%	Added	–
Vanguard World FD921910840	MEGA CAP VAL ETF	39,961	$3.59M	0.8%	−4,157−9.4%	Reduced	–
AMZNAmazon Com Inc	Stock	32,728	$3.70M	0.8%	+1,535+4.9%	Added	History
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	132,175	$3.91M	0.9%	+14,248+12.1%	Added	–
Vanguard Total International Bond ETF92203J407	ETF	82,207	$3.92M	0.9%	+48,111+141.1%	Added	–
Vanguard Short-Term Bond ETF921937827	ETF	53,699	$4.02M	0.9%	+27,059+101.6%	Added	–
NSPInsperity, Inc.	COM	40,820	$4.17M	1.0%	00.0%	Unchanged	History
Vanguard Morningstar Small-Cap ETF922908751	ETF	27,316	$4.67M	1.1%	+6,500+31.2%	Added	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	82,961	$4.84M	1.1%	+6,752+8.9%	Added	–
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	216,666	$5.36M	1.2%	+39,877+22.6%	Added	–
iShares U S ETF Tr46431W507	SHOR DURA BD ETF	111,163	$5.48M	1.3%	+111,163	New	–
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	123,476	$5.57M	1.3%	+10,298+9.1%	Added	–
Vanguard Ftse Emerging Markets ETF922042858	ETF	159,486	$5.82M	1.3%	+45,207+39.6%	Added	–
Vanguard Morningstar Value ETF922908744	ETF	59,100	$7.30M	1.7%	+34,989+145.1%	Added	–
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	351,715	$7.82M	1.8%	+89,489+34.1%	Added	–
MSFTMicrosoft Corp	Stock	33,777	$7.87M	1.8%	+3,079+10.0%	Added	History
Vanguard Morningstar Growth ETF922908736	ETF	38,330	$8.20M	1.9%	+21,311+125.2%	Added	–
IIIVi3 Verticals, Inc.	COM CL A	496,275	$9.94M	2.3%	−30,000−5.7%	Reduced	History
Vanguard Dividend Appreciation ETF921908844	ETF	81,506	$11.0M	2.5%	+2,775+3.5%	Added	–
Vanguard S&P 500 ETF922908363	ETF	34,590	$11.4M	2.6%	−207−0.6%	Reduced	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	63,630	$11.4M	2.6%	−3,805−5.6%	Reduced	–
AAPLApple Inc.	Stock	98,476	$13.6M	3.1%	+17,825+22.1%	Added	History
Vanguard Ftse Developed Markets ETF921943858	ETF	478,882	$17.4M	4.0%	+113,885+31.2%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	236,881	$17.6M	4.0%	−14,552−5.8%	Reduced	–

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.

Positions of EverSource Wealth Advisors, LLC sold out since Q2 2022
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