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 |
|---|---|---|---|---|---|---|---|
| CHGGChegg, Inc | COM | 342 | $7.00K | <0.1% | +342 | New | History |
| CLWClearwater Paper Corp | COM | 181 | $7.00K | <0.1% | +141+352.5% | Added | History |
| DCOMDime Commercial Bancshares, Inc. | COM | 236 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| ELMEElme Communities | SH BEN INT | 372 | $7.00K | <0.1% | −290−43.8% | Reduced | History |
| FSPFranklin Street Properties Corp | COM | 2,919 | $7.00K | <0.1% | +2,222+318.8% | Added | History |
| GPREGreen Plains Inc. | COM | 235 | $7.00K | <0.1% | −181−43.5% | Reduced | History |
| MTRXMatrix Service Co | COM | 1,650 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| PCRXPacira BioSciences, Inc. | COM | 128 | $7.00K | <0.1% | +107+509.5% | Added | History |
| SAFTSafety Insurance Group Inc | COM | 87 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| Credit Suisse Group225401108 | SPONSORED ADR | 1,912 | $7.00K | <0.1% | −8,472−81.6% | Reduced | – |
| FAROFaro Technologies Inc | COM | 258 | $7.00K | <0.1% | −61−19.1% | Reduced | History |
| JNPRJuniper Networks Inc | COM | 273 | $7.00K | <0.1% | +91+50.0% | Added | History |
| MSBMesabi Trust | CTF BEN INT | 345 | $7.00K | <0.1% | 00.0% | Unchanged | History |
| Adamas Trust, Inc.649604501 | COM PAR $.02 | 2,872 | $7.00K | <0.1% | +1,443+101.0% | Added | – |
| Healthpeak Properties, Inc.71943U104 | COM | 480 | $7.00K | <0.1% | +480 | New | – |
| Polymet MNG Corp731916409 | COM NEW | 2,726 | $7.00K | <0.1% | +827+43.5% | Added | – |
| Sprott ETF Trust85210B201 | JR GOLD MINERS E | 300 | $7.00K | <0.1% | 00.0% | Unchanged | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 190 | $8.00K | <0.1% | −16−7.8% | Reduced | – |
| EVRGEvergy, Inc. | Stock | 139 | $8.00K | <0.1% | +97+231.0% | Added | History |
| CDPCopt Defense Properties | REIT | 331 | $8.00K | <0.1% | −837−71.7% | Reduced | History |
| State Street SPDR Bloomberg Emerging Markets Local Bond ETF78464A391 | ETF | 408 | $8.00K | <0.1% | +408 | New | – |
| AWKAmerican Water Works Company, Inc. | Stock | 59 | $8.00K | <0.1% | −1−1.7% | Reduced | History |
| VODVodafone Group Public Ltd Co | ADR | 714 | $8.00K | <0.1% | +572+402.8% | Added | History |
| SPOTSpotify Technology S.A. | Stock | 100 | $8.00K | <0.1% | +67+203.0% | Added | History |
| ETREntergy Corp | COM | 79 | $8.00K | <0.1% | +16+25.4% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 110 | $8.00K | <0.1% | +57+107.5% | Added | – |
| STBAS&T Bancorp Inc | COM | 254 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| SWXSouthwest Gas Holdings, Inc. | COM | 108 | $8.00K | <0.1% | −148−57.8% | Reduced | History |
| AROCArchrock, Inc. | COM | 1,237 | $8.00K | <0.1% | +209+20.3% | Added | History |
| AVDAmerican Vanguard Corp | COM | 402 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| Global X FDS37954Y657 | US PFD ETF | 413 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| FCFSFirstCash Holdings, Inc. | COM | 108 | $8.00K | <0.1% | −615−85.1% | Reduced | History |
| BANFBancfirst Corp | COM | 82 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| DCHDauch Corp | COM | 1,218 | $8.00K | <0.1% | +596+95.8% | Added | History |
| BRXBrixmor Property Group Inc. | COM | 457 | $8.00K | <0.1% | +457 | New | History |
| ALGTAllegiant Travel CO | COM | 110 | $8.00K | <0.1% | −15−12.0% | Reduced | History |
| MDBMongoDB, Inc. | CL A | 39 | $8.00K | <0.1% | +39 | New | History |
| GVAGranite Construction Inc | COM | 297 | $8.00K | <0.1% | −148−33.3% | Reduced | History |
| PORPortland General Electric Co | COM NEW | 173 | $8.00K | <0.1% | −983−85.0% | Reduced | History |
| MODModine Manufacturing Co | COM | 607 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| OXMOxford Industries Inc | COM | 84 | $8.00K | <0.1% | +34+68.0% | Added | History |
| NMRNomura Holdings Inc | SPONSORED ADR | 2,583 | $8.00K | <0.1% | +1,663+180.8% | Added | History |
| LZBLa-Z-Boy Inc | COM | 366 | $8.00K | <0.1% | +53+16.9% | Added | History |
| ICUIIcu Medical Inc | COM | 55 | $8.00K | <0.1% | +55 | New | History |
| Advisorshares Tr00768Y529 | DORSY SHRT ETF | 700 | $8.00K | <0.1% | +300+75.0% | Added | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 6 | $8.00K | <0.1% | +6 | New | History |
| IRIngersoll Rand Inc. | COM | 174 | $8.00K | <0.1% | +90+107.1% | Added | History |
| GDOTGreen Dot Corp | CL A | 437 | $8.00K | <0.1% | −87−16.6% | Reduced | History |
| MERCMercer International Inc. | COM | 610 | $8.00K | <0.1% | 00.0% | Unchanged | History |
| QNSTQuinstreet, Inc | COM | 719 | $8.00K | <0.1% | +236+48.9% | Added | History |
| SVCService Properties Trust | COM SH BEN INT | 1,691 | $8.00K | <0.1% | +1,691 | New | History |
| TRSTTrustco Bank Corp N Y | COM NEW | 258 | $8.00K | <0.1% | +159+160.6% | Added | History |
| MDRXVeradigm Inc. | COM | 501 | $8.00K | <0.1% | +387+339.5% | Added | History |
| AMWDAmerican Woodmark Corp | COM | 171 | $8.00K | <0.1% | +20+13.2% | Added | History |
| BECNQxo Building Products, Inc. | COM | 155 | $8.00K | <0.1% | +155 | New | History |
| HIHillenbrand, Inc. | COM | 215 | $8.00K | <0.1% | −588−73.2% | Reduced | History |
| Micro Focus Intl PLC594837403 | SPON ADR NEW | 1,342 | $8.00K | <0.1% | 00.0% | Unchanged | – |
| SYNHSyneos Health, Inc. | CL A | 162 | $8.00K | <0.1% | +104+179.3% | Added | History |
| VRTVVeritiv Corp | COM | 86 | $8.00K | <0.1% | −38−30.6% | Reduced | History |
| OIIOceaneering International Inc | Stock | 1,102 | $9.00K | <0.1% | −65−5.6% | Reduced | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 71 | $9.00K | <0.1% | +71 | New | – |
| MASMasco Corp | COM | 187 | $9.00K | <0.1% | +8+4.5% | Added | History |
| RRCRange Resources Corp | COM | 321 | $9.00K | <0.1% | +61+23.5% | Added | History |
| SBSCompanhia de Saneamento Basico Do Estado de Sao Paulo-Sabesp | SPONSORED ADR | 936 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| FIBKFirst Interstate Bancsystem Inc | COM | 223 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| FMCFMC Corp | COM NEW | 82 | $9.00K | <0.1% | +14+20.6% | Added | History |
| UNFIUnited Natural Foods Inc | COM | 285 | $9.00K | <0.1% | +24+9.2% | Added | History |
| MYGNMyriad Genetics Inc | COM | 508 | $9.00K | <0.1% | +508 | New | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 963 | $9.00K | <0.1% | +963 | New | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 666 | $9.00K | <0.1% | −429−39.2% | Reduced | History |
| STESTERIS plc | SHS USD | 56 | $9.00K | <0.1% | +44+366.7% | Added | History |
| ProShares Tr74348A467 | S&P 500 DV ARIST | 110 | $9.00K | <0.1% | 00.0% | Unchanged | – |
| SONSonoco Products Co | COM | 154 | $9.00K | <0.1% | +154 | New | History |
| AAONAaon, Inc. | COM PAR $0.004 | 156 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 223 | $9.00K | <0.1% | +195+696.4% | Added | History |
| NTGRNetgear, Inc. | COM | 496 | $9.00K | <0.1% | +146+41.7% | Added | History |
| ORNOrion Group Holdings Inc | COM | 3,550 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| XPROExpro Ltd | COM | 681 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| PEverpure, Inc. | CL A | 338 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| ABEVAmbev S.A. | SPONSORED ADR | 3,277 | $9.00K | <0.1% | −244−6.9% | Reduced | History |
| MTArcelorMittal | NY REGISTRY SH | 438 | $9.00K | <0.1% | −9−2.0% | Reduced | History |
| EXPEagle Materials Inc | COM | 82 | $9.00K | <0.1% | +82 | New | History |
| STXSeagate Technology Holdings plc | ORD SHS | 167 | $9.00K | <0.1% | +40+31.5% | Added | History |
| CVICVR Energy Inc | COM | 299 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| ADTNADTRAN Holdings, Inc. | COM | 480 | $9.00K | <0.1% | +118+32.6% | Added | History |
| ASIXAdvanSix Inc. | COM | 273 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| UHTUniversal Health Realty Income Trust | SH BEN INT | 218 | $9.00K | <0.1% | +218 | New | History |
| CNRCore Natural Resources, Inc. | COM | 140 | $9.00K | <0.1% | −71−33.6% | Reduced | History |
| OFEDOconee Federal Financial Corp. | COM | 375 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| OUTOUTFRONT Media Inc. | COM | 594 | $9.00K | <0.1% | +594 | New | History |
| PRAProassurance Corp | COM | 470 | $9.00K | <0.1% | 00.0% | Unchanged | History |
| SUMOSumo Logic, Inc. | COM | 1,174 | $9.00K | <0.1% | +1,174 | New | History |
| ODPODP Corp | COM | 263 | $9.00K | <0.1% | +178+209.4% | Added | History |
| ProShares Bitcoin ETF74347G440 | ETF | 822 | $10.0K | <0.1% | +68+9.0% | Added | – |
| BLDRBuilders FirstSource, Inc. | Stock | 168 | $10.0K | <0.1% | −767−82.0% | Reduced | History |
| BILLBILL Holdings, Inc. | Stock | 71 | $10.0K | <0.1% | +71 | New | History |
| Barrick Gold Corp067901108 | COM | 658 | $10.0K | <0.1% | 00.0% | Unchanged | – |
| DNOWDNOW Inc. | COM | 1,045 | $10.0K | <0.1% | −24−2.2% | Reduced | History |
| BOXBox Inc | CL A | 403 | $10.0K | <0.1% | +403 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 47 | $10.0K | <0.1% | +47 | New | 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 |