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 |
|---|---|---|---|---|---|---|---|
| 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 |
| 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 | – |
| KLACKLA Corp | COM NEW | 636 | $192.0K | <0.1% | −49−7.2% | Reduced | History |
| MCOMoodys Corp | Stock | 774 | $189.0K | <0.1% | +105+15.7% | Added | 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 |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 267 | $185.0K | <0.1% | −22−7.6% | Reduced | 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 |
| VICIVici Properties Inc. | COM | 6,048 | $181.0K | <0.1% | +1,734+40.2% | Added | History |
| Innovator ETFs Trust45782C698 | US EQUT BUFR AUG | 6,355 | $180.0K | <0.1% | +6,355 | New | – |
| 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 | – |
| 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 | – |
| 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 | – |
| ISRGIntuitive Surgical Inc | COM NEW | 930 | $174.0K | <0.1% | +187+25.2% | Added | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 596 | $172.0K | <0.1% | +171+40.2% | 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 | – |
| 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 |
| MAPSWM Technology, Inc. | COM | 100,316 | $162.0K | <0.1% | 00.0% | Unchanged | 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 | – |
| CDWCDW Corp | COM | 1,012 | $158.0K | <0.1% | +345+51.7% | Added | 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 | – |
| 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 |
| iShares Inc464286533 | MSCI EMERG MRKT | 3,076 | $155.0K | <0.1% | −3,588−53.8% | Reduced | – |
| AXPAmerican Express Co | Stock | 1,142 | $154.0K | <0.1% | +397+53.3% | Added | History |
| TTDTrade Desk, Inc. | Stock | 2,568 | $154.0K | <0.1% | +1,233+92.4% | Added | History |
| SPGIS&P Global Inc. | Stock | 500 | $152.0K | <0.1% | +57+12.9% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 1,456 | $149.0K | <0.1% | +1,187+441.3% | Added | – |
| AJGArthur J. Gallagher & Co. | COM | 868 | $149.0K | <0.1% | −36−4.0% | Reduced | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 7,287 | $149.0K | <0.1% | +7,287 | New | – |
| HLTHilton Worldwide Holdings Inc. | COM | 1,237 | $149.0K | <0.1% | −77−5.9% | Reduced | History |
| Innovator ETFs Trust45782C789 | US EQTY BUFR JUL | 5,090 | $148.0K | <0.1% | +5,090 | New | – |
| EAElectronic Arts Inc. | COM | 1,264 | $147.0K | <0.1% | +392+45.0% | Added | History |
| FERGFerguson Enterprises Inc. | SHS | 1,427 | $147.0K | <0.1% | +855+149.5% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,755 | $146.0K | <0.1% | −4−0.2% | Reduced | History |
| iShares Tr46435G474 | FALN ANGLS USD | 6,080 | $146.0K | <0.1% | −1,623−21.1% | Reduced | – |
| YUMYum Brands Inc | Stock | 1,342 | $143.0K | <0.1% | +30+2.3% | Added | History |
| PHGKoninklijke Philips NV | NY REGIS SHS NEW | 9,275 | $143.0K | <0.1% | +2,614+39.2% | Added | History |
| TSNTyson Foods, Inc. | Stock | 2,122 | $140.0K | <0.1% | +247+13.2% | Added | History |
| Goldman Sachs ETF Tr381430503 | ACTIVEBETA US LG | 1,974 | $140.0K | <0.1% | +321+19.4% | Added | – |
| KMIKinder Morgan, Inc. | Stock | 8,370 | $139.0K | <0.1% | +6,500+347.6% | Added | History |
| PHParker-Hannifin Corp | Stock | 570 | $138.0K | <0.1% | −317−35.7% | Reduced | History |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 3,436 | $137.0K | <0.1% | +1,302+61.0% | Added | – |
| FOXAFox Corp | CL A COM | 4,466 | $137.0K | <0.1% | +2,557+133.9% | Added | History |
| CBRECbre Group, Inc. | CL A | 2,004 | $135.0K | <0.1% | +1,489+289.1% | Added | History |
| Vanguard Real Estate ETF922908553 | ETF | 1,673 | $134.0K | <0.1% | −267−13.8% | Reduced | – |
| EWEdwards Lifesciences Corp | Stock | 1,609 | $133.0K | <0.1% | −5−0.3% | Reduced | History |
| iShares Tr46436E759 | ESG EAFE ETF | 2,831 | $132.0K | <0.1% | +46+1.7% | Added | – |
| ETNEaton Corp plc | Stock | 985 | $131.0K | <0.1% | +153+18.4% | Added | History |
| FFord Motor Co | Stock | 11,620 | $130.0K | <0.1% | +6,308+118.8% | Added | History |
| FCXFreeport-McMoran Inc | Stock | 4,756 | $130.0K | <0.1% | +4,445+1,429.3% | Added | History |
| OTISOtis Worldwide Corp | Stock | 2,026 | $130.0K | <0.1% | +318+18.6% | Added | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 2,881 | $130.0K | <0.1% | −363−11.2% | Reduced | History |
| MMM3M Co | Stock | 1,166 | $129.0K | <0.1% | +132+12.8% | Added | History |
| EXCExelon Corp | Stock | 3,448 | $129.0K | <0.1% | −39−1.1% | Reduced | History |
| RELXRELX PLC | SPONSORED ADR | 5,313 | $129.0K | <0.1% | +598+12.7% | Added | History |
| MTBM&T Bank Corp | COM | 723 | $128.0K | <0.1% | +86+13.5% | Added | History |
| PLDPrologis, Inc. | REIT | 1,241 | $127.0K | <0.1% | +180+17.0% | Added | History |
| ITTItt Inc. | COM | 1,948 | $127.0K | <0.1% | −261−11.8% | Reduced | History |
| CTVACorteva, Inc. | Stock | 2,184 | $126.0K | <0.1% | −118−5.1% | Reduced | History |
| MCWMister Car Wash, Inc. | COM | 14,650 | $126.0K | <0.1% | −1,000−6.4% | Reduced | History |
| WMWaste Management Inc | Stock | 776 | $125.0K | <0.1% | +150+24.0% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 411 | $125.0K | <0.1% | −7−1.7% | Reduced | History |
| GLDSPDR Gold Trust | ETF | 803 | $124.0K | <0.1% | −1,870−70.0% | Reduced | History |
| PNCPNC Financial Services Group, Inc. | Stock | 824 | $122.0K | <0.1% | −43−5.0% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 1,451 | $122.0K | <0.1% | −48−3.2% | Reduced | History |
| Schwab US Tips ETF808524870 | ETF | 2,327 | $121.0K | <0.1% | −575−19.8% | Reduced | – |
| LCIILci Industries | COM | 1,195 | $121.0K | <0.1% | +642+116.1% | Added | History |
| SHELShell plc | ADR | 2,413 | $120.0K | <0.1% | −504−17.3% | Reduced | History |
| TUTelus Corp | COM | 6,044 | $120.0K | <0.1% | +2,001+49.5% | Added | History |
| SHGShinhan Financial Group Co Ltd | SPN ADR RESTRD | 5,213 | $119.0K | <0.1% | +300+6.1% | Added | History |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 5,790 | $119.0K | <0.1% | +5,790 | New | – |
| KRKroger Co | Stock | 2,687 | $117.0K | <0.1% | +222+9.0% | Added | History |
| MROMarathon Oil Corp | COM | 5,196 | $117.0K | <0.1% | +2,627+102.3% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 864 | $116.0K | <0.1% | +315+57.4% | Added | History |
| PINSPinterest, Inc. | CL A | 4,984 | $116.0K | <0.1% | +3,233+184.6% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 1,438 | $115.0K | <0.1% | −924−39.1% | Reduced | History |
| AMEAmetek Inc | COM | 1,015 | $115.0K | <0.1% | −53−5.0% | Reduced | History |
| ADCAgree Realty Corp | COM | 1,716 | $115.0K | <0.1% | +240+16.3% | Added | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 26,111 | $115.0K | <0.1% | +22,992+737.2% | Added | History |
| IBTXIndependent Bank Group, Inc. | COM | 1,864 | $115.0K | <0.1% | +1,572+538.4% | Added | History |
| BSXBoston Scientific Corp | Stock | 2,942 | $114.0K | <0.1% | −1,127−27.7% | Reduced | History |
| CABOCable One, Inc. | COM | 134 | $114.0K | <0.1% | −22−14.1% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 2,018 | $113.0K | <0.1% | +72+3.7% | Added | – |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 1,172 | $113.0K | <0.1% | −65−5.3% | 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.
| 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 |