EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 9, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 2,302
- +264 vs. Q3 2022
- Portfolio value
- $660.4M
- +$223.6M (+51.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NBTBNBT Bancorp Inc | COM | 319 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| COKECoca-Cola Consolidated, Inc. | COM | 27 | $13.8K | <0.1% | 00.0% | Unchanged | History |
| FNBFNB Corp | COM | 1,064 | $13.9K | <0.1% | −216−16.9% | Reduced | History |
| SVCService Properties Trust | COM SH BEN INT | 1,907 | $13.9K | <0.1% | +216+12.8% | Added | History |
| SCLStepan Co | COM | 131 | $13.9K | <0.1% | 00.0% | Unchanged | History |
| SPTNSpartanNash Co | COM | 463 | $14.0K | <0.1% | 00.0% | Unchanged | History |
| APOGApogee Enterprises, Inc. | COM | 316 | $14.0K | <0.1% | −6−1.9% | Reduced | History |
| EPCEdgewell Personal Care Co | COM | 365 | $14.1K | <0.1% | 00.0% | Unchanged | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 1,500 | $14.1K | <0.1% | +1,500 | New | History |
| BFHBread Financial Holdings, Inc. | COM | 374 | $14.1K | <0.1% | +363+3,300.0% | Added | History |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 190 | $14.1K | <0.1% | +190 | New | – |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 715 | $14.3K | <0.1% | +715 | New | History |
| WHRWhirlpool Corp | Stock | 102 | $14.4K | <0.1% | +72+240.0% | Added | History |
| CPRICapri Holdings Ltd | SHS | 252 | $14.4K | <0.1% | +108+75.0% | Added | History |
| iShares Tr464287754 | US INDUSTRIALS | 150 | $14.5K | <0.1% | +150 | New | – |
| CVBFCVB Financial Corp | COM | 562 | $14.5K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Consumer Staples ETF92204A207 | ETF | 76 | $14.6K | <0.1% | +72+1,800.0% | Added | – |
| FLOFlowers Foods Inc | COM | 507 | $14.6K | <0.1% | −3,556−87.5% | Reduced | History |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 207 | $14.6K | <0.1% | +207 | New | – |
| GLNGGolar LNG Ltd | SHS | 644 | $14.7K | <0.1% | 00.0% | Unchanged | History |
| TFXTeleflex Inc | COM | 59 | $14.7K | <0.1% | −18−23.4% | Reduced | History |
| LFUSLittelfuse Inc | COM | 67 | $14.8K | <0.1% | +67 | New | History |
| MAAMid America Apartment Communities Inc. | COM | 94 | $14.8K | <0.1% | +61+184.8% | Added | History |
| UNMUnum Group | Stock | 360 | $14.8K | <0.1% | −68−15.9% | Reduced | History |
| ARCBArcbest Corp | COM | 211 | $14.8K | <0.1% | 00.0% | Unchanged | History |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833 | ETF | 150 | $14.8K | <0.1% | +150 | New | – |
| SNVSynovus Financial Corp | COM NEW | 396 | $14.9K | <0.1% | −11,989−96.8% | Reduced | History |
| Innovator ETFs Trust45782C664 | US EQTY BUF SEP | 491 | $14.9K | <0.1% | 00.0% | Unchanged | – |
| BOHBank of Hawaii Corp | COM | 192 | $14.9K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr46432F875 | MRNGSTR INC ETF | 790 | $15.0K | <0.1% | +790 | New | – |
| ESSEssex Property Trust, Inc. | COM | 71 | $15.0K | <0.1% | +59+491.7% | Added | History |
| KDPKeurig Dr Pepper Inc. | COM | 422 | $15.0K | <0.1% | +222+111.0% | Added | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 1,880 | $15.1K | <0.1% | −2,818−60.0% | Reduced | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 6,881 | $15.1K | <0.1% | −7,145−50.9% | Reduced | History |
| CRGYCrescent Energy Co | CL A COM | 1,263 | $15.1K | <0.1% | +1+0.1% | Added | History |
| BMIBadger Meter Inc | COM | 139 | $15.2K | <0.1% | +5+3.7% | Added | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 133 | $15.2K | <0.1% | +133 | New | – |
| GATXGatx Corp | COM | 143 | $15.2K | <0.1% | 00.0% | Unchanged | History |
| GPCGenuine Parts Co | Stock | 88 | $15.3K | <0.1% | 00.0% | Unchanged | History |
| WisdomTree Tr97717W703 | INTL EQUITY FD | 325 | $15.3K | <0.1% | +325 | New | – |
| DOUGDouglas Elliman Inc. | COM | 3,757 | $15.3K | <0.1% | +3,757 | New | History |
| FBRTFranklin BSP Realty Trust, Inc. | COMMON STOCK | 1,187 | $15.3K | <0.1% | +819+222.6% | Added | History |
| Occidental Pete Corp WT Exp 080327674599162 | Stock | 372 | $15.3K | <0.1% | +372 | New | – |
| EGHT8X8 Inc | COM | 3,564 | $15.4K | <0.1% | +1,615+82.9% | Added | History |
| CUROCURO Group Holdings Corp. | COM | 4,344 | $15.4K | <0.1% | +4,344 | New | History |
| NMIHNMI Holdings, Inc. | COM | 738 | $15.4K | <0.1% | 00.0% | Unchanged | History |
| SIRISirius XM Holdings Inc. | COM | 2,651 | $15.5K | <0.1% | +2,651 | New | History |
| GAINGladstone Investment Corporationde | CEF | 1,200 | $15.5K | <0.1% | +1,200 | New | History |
| NPOEnpro Inc. | COM | 143 | $15.6K | <0.1% | 00.0% | Unchanged | History |
| Chiron Real Estate Inc.37954A204 | COM NEW | 1,646 | $15.6K | <0.1% | +1,191+261.8% | Added | – |
| HOODRobinhood Markets, Inc. | Stock | 1,925 | $15.7K | <0.1% | +325+20.3% | Added | History |
| URBNUrban Outfitters Inc | COM | 658 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| NZFNuveen Municipal Credit Income Fund | COM SH BEN INT | 1,300 | $15.7K | <0.1% | +1,300 | New | History |
| TTMITTM Technologies Inc | COM | 1,044 | $15.7K | <0.1% | 00.0% | Unchanged | History |
| DTEDte Energy Co | COM | 134 | $15.7K | <0.1% | +102+318.8% | Added | History |
| LNTHLantheus Holdings, Inc. | Stock | 310 | $15.8K | <0.1% | −60−16.2% | Reduced | History |
| ALKAlaska Air Group, Inc. | COM | 368 | $15.8K | <0.1% | +90+32.4% | Added | History |
| IVTInvenTrust Properties Corp. | COM NEW | 668 | $15.8K | <0.1% | +364+119.7% | Added | History |
| HOPEHope Bancorp Inc | COM | 1,235 | $15.8K | <0.1% | −733−37.2% | Reduced | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 1,350 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| INVEINVE Technologies, Inc. | COM NEW | 2,195 | $15.9K | <0.1% | 00.0% | Unchanged | History |
| BRSPBrightSpire Capital, Inc. | COM CL A | 2,556 | $15.9K | <0.1% | +2,556 | New | History |
| JHXJames Hardie Industries plc | SPONSORED ADR | 894 | $16.0K | <0.1% | +680+317.8% | Added | History |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 704 | $16.1K | <0.1% | +704 | New | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 1,029 | $16.1K | <0.1% | −2,286−69.0% | Reduced | History |
| OPIOffice Properties Income Trust | COM SHS BEN INT | 1,203 | $16.1K | <0.1% | +1,001+495.5% | Added | History |
| WMSAdvanced Drainage Systems, Inc. | COM | 196 | $16.1K | <0.1% | −44−18.3% | Reduced | History |
| IRIngersoll Rand Inc. | COM | 308 | $16.1K | <0.1% | +134+77.0% | Added | History |
| SCCOSouthern Copper Corp | Stock | 267 | $16.1K | <0.1% | +267 | New | History |
| PACWPacwest Bancorp | COM | 706 | $16.2K | <0.1% | +706 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 80 | $16.2K | <0.1% | +1+1.3% | Added | – |
| DIODDiodes Inc | COM | 214 | $16.3K | <0.1% | −386−64.3% | Reduced | History |
| EMBCEmbecta Corp. | Stock | 646 | $16.3K | <0.1% | 00.0% | Unchanged | History |
| CALXCalix, Inc | COM | 239 | $16.4K | <0.1% | +10+4.4% | Added | History |
| CMAComerica Inc | COM | 245 | $16.4K | <0.1% | −67−21.5% | Reduced | History |
| QRVOQorvo, Inc. | Stock | 181 | $16.4K | <0.1% | +90+98.9% | Added | History |
| AVAAvista Corp | COM | 371 | $16.5K | <0.1% | −2,145−85.3% | Reduced | History |
| INCYIncyte Corp | COM | 205 | $16.5K | <0.1% | −239−53.8% | Reduced | History |
| RLRalph Lauren Corp | CL A | 156 | $16.5K | <0.1% | +148+1,850.0% | Added | History |
| DAYDayforce, Inc. | COM | 257 | $16.5K | <0.1% | −127−33.1% | Reduced | History |
| INDBIndependent Bank Corp | COM | 196 | $16.5K | <0.1% | 00.0% | Unchanged | History |
| GFFGriffon Corp | COM | 464 | $16.6K | <0.1% | 00.0% | Unchanged | History |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 325 | $16.7K | <0.1% | +325 | New | – |
| SUZSuzano S.A. | SPON ADS | 1,811 | $16.7K | <0.1% | +1,811 | New | History |
| GLGlobe Life Inc. | COM | 139 | $16.8K | <0.1% | 00.0% | Unchanged | History |
| iShares S&P 500 Value ETF464287408 | ETF | 116 | $16.8K | <0.1% | +89+329.6% | Added | – |
| CVSACovista Inc. | COM | 475 | $16.9K | <0.1% | 00.0% | Unchanged | History |
| EATBrinker International, Inc | Stock | 530 | $16.9K | <0.1% | +42+8.6% | Added | History |
| Aries I Acquisition CorpG0542N107 | CLASS A ORD SHS | 1,650 | $17.0K | <0.1% | +1,650 | New | – |
| KMXCarMax Inc | COM | 279 | $17.0K | <0.1% | −102−26.8% | Reduced | History |
| RCIRogers Communications Inc | CL B | 363 | $17.0K | <0.1% | −115−24.1% | Reduced | History |
| VNOVornado Realty Trust | SH BEN INT | 820 | $17.1K | <0.1% | +158+23.9% | Added | History |
| EMNEastman Chemical Co | Stock | 210 | $17.1K | <0.1% | −130−38.2% | Reduced | History |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 440 | $17.1K | <0.1% | +440 | New | – |
| UNFUnifirst Corp | COM | 89 | $17.2K | <0.1% | −17−16.0% | Reduced | History |
| BBYBest Buy Co Inc | Stock | 215 | $17.2K | <0.1% | −621−74.3% | Reduced | History |
| JHGJanus Henderson Group Ltd. | ORD SHS | 734 | $17.3K | <0.1% | −861−54.0% | Reduced | History |
| SEMSelect Medical Holdings Corp | COM | 697 | $17.3K | <0.1% | −169−19.5% | Reduced | History |
| CBTCabot Corp | COM | 261 | $17.4K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E362 | S&P500 HDL VOL | 400 | $17.5K | <0.1% | +400 | New | – |
Sold out since Q3 2022 (178)
Positions held at the end of Q3 2022 that are gone from this filing.
The largest 100 of 178 by value last quarter.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| iShares U S ETF Tr46431W507 | SHOR DURA BD ETF | 111,163 | $5.48M | 1.3% | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 6,615 | $333.0K | 0.1% | – |
| IBTXIndependent Bank Group, Inc. | COM | 1,864 | $115.0K | <0.1% | History |
| Legg Mason ETF Invt524682200 | CLEARBRIDGE LRG | 2,557 | $102.0K | <0.1% | – |
| MGEEMge Energy Inc | COM | 1,291 | $85.0K | <0.1% | History |
| ALRMAlarm.com Holdings, Inc. | COM | 1,110 | $72.0K | <0.1% | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 747 | $69.0K | <0.1% | History |
| BAMBrookfield Asset Management Ltd. | CL A LTD VT SH | 1,632 | $66.0K | <0.1% | History |
| OGSONE Gas, Inc. | COM | 911 | $64.0K | <0.1% | History |
| ESNTEssent Group Ltd. | COM | 1,832 | $64.0K | <0.1% | History |
| TXNMTXNM Energy Inc | COM | 1,396 | $64.0K | <0.1% | History |
| Tricon Residential Inc Com NPV89612W102 | COM | 5,726 | $50.0K | <0.1% | – |
| STAAStaar Surgical Co | COM PAR $0.01 | 579 | $41.0K | <0.1% | History |
| LULufax Holding Ltd | ADS REP SHS CL A | 15,613 | $40.0K | <0.1% | History |
| BHVNBiohaven Ltd. | COM | 254 | $38.0K | <0.1% | History |
| TWTRTwitter, Inc. | COM | 824 | $37.0K | <0.1% | History |
| CMBTCmb.tech NV | SHS | 2,370 | $36.0K | <0.1% | History |
| ALKSAlkermes plc. | SHS | 1,535 | $34.0K | <0.1% | History |
| WDFCWD 40 Co | COM | 190 | $33.0K | <0.1% | History |
| DREDuke Realty Corp | COM NEW | 696 | $33.0K | <0.1% | History |
| DHTDHT Holdings, Inc. | SHS NEW | 4,276 | $32.0K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E727 | RAFI EMRGNG MRKT | 1,838 | $30.0K | <0.1% | – |
| ZLABZai Lab Ltd | ADR | 810 | $28.0K | <0.1% | History |
| DTDynatrace, Inc. | Stock | 678 | $24.0K | <0.1% | History |
| ROGRogers Corp | COM | 92 | $23.0K | <0.1% | History |
| AVNTAvient Corp | COM | 686 | $21.0K | <0.1% | History |
| CVETCovetrus, Inc. | COM | 1,028 | $21.0K | <0.1% | History |
| FYBRFrontier Communications Parent, Inc. | COM | 915 | $21.0K | <0.1% | History |
| OLEDUniversal Display Corp | COM | 214 | $20.0K | <0.1% | History |
| HMNHorace Mann Educators Corp | COM | 518 | $19.0K | <0.1% | History |
| ESTCElastic N.V. | ORD SHS | 250 | $18.0K | <0.1% | History |
| Invesco Exchange Traded FD T46137V597 | RAFI US 1500 | 119 | $17.0K | <0.1% | – |
| DAVAEndava plc | ADS | 206 | $17.0K | <0.1% | History |
| OTTROtter Tail Corp | COM | 221 | $14.0K | <0.1% | History |
| CTXSCitrix Systems Inc | COM | 130 | $14.0K | <0.1% | History |
| PBR.APetrobras - Petroleo Brasileiro SA | SP ADR NON VTG | 1,180 | $13.0K | <0.1% | History |
| VIPSVipshop Holdings Ltd | SPONSORED ADS A | 1,508 | $13.0K | <0.1% | History |
| Northern LTS FD Tr IV66538H179 | MAIN BUYWRITE | 989 | $12.0K | <0.1% | – |
| HNGRHanger, Inc. | COM NEW | 601 | $12.0K | <0.1% | History |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 250 | $11.0K | <0.1% | – |
| ALTRAltair Engineering Inc. | COM CL A | 250 | $11.0K | <0.1% | History |
| BOXBox Inc | CL A | 403 | $10.0K | <0.1% | History |
| BKUBankUnited, Inc. | COM | 289 | $10.0K | <0.1% | History |
| MSMMSC Industrial Direct Co Inc | CL A | 134 | $10.0K | <0.1% | History |
| PRAProassurance Corp | COM | 470 | $9.00K | <0.1% | History |
| SUMOSumo Logic, Inc. | COM | 1,174 | $9.00K | <0.1% | History |
| Vanguard Utilities ETF92204A876 | ETF | 46 | $7.00K | <0.1% | – |
| IRMIron Mountain Inc | COM | 150 | $7.00K | <0.1% | History |
| KMTKennametal Inc | COM | 318 | $7.00K | <0.1% | History |
| AMCXAMC Global Media Inc. | CL A | 372 | $7.00K | <0.1% | History |
| PRAAPra Group Inc | COM | 227 | $7.00K | <0.1% | History |
| ELMEElme Communities | SH BEN INT | 372 | $7.00K | <0.1% | History |
| PCRXPacira BioSciences, Inc. | COM | 128 | $7.00K | <0.1% | History |
| FAROFaro Technologies Inc | COM | 258 | $7.00K | <0.1% | History |
| Adamas Trust, Inc.649604501 | COM PAR $.02 | 2,872 | $7.00K | <0.1% | – |
| Healthpeak Properties, Inc.71943U104 | COM | 480 | $7.00K | <0.1% | – |
| Amplify Blockchain Technology ETF032108607 | ETF | 346 | $6.00K | <0.1% | – |
| SONOSonos Inc | COM | 388 | $6.00K | <0.1% | History |
| PAGSPagSeguro Digital Ltd. | COM CL A | 440 | $6.00K | <0.1% | History |
| PMTPennyMac Mortgage Investment Trust | COM | 506 | $6.00K | <0.1% | History |
| NVAXNovavax Inc | COM NEW | 339 | $6.00K | <0.1% | History |
| J P Morgan Exchange-Traded F46641Q738 | BETBULD MSCI | 81 | $6.00K | <0.1% | – |
| KAMNKAMAN Corp | COM | 208 | $6.00K | <0.1% | History |
| TELFYTelefonica S A | SPONSORED ADR | 1,940 | $6.00K | <0.1% | History |
| PIIPolaris Inc. | Stock | 50 | $5.00K | <0.1% | History |
| GNLGlobal Net Lease, Inc. | COM NEW | 486 | $5.00K | <0.1% | History |
| HRHealthcare Realty Trust Inc | CL A COM | 240 | $5.00K | <0.1% | History |
| NTBBank of N.T. Butterfield & Son Ltd | SHS NEW | 153 | $5.00K | <0.1% | History |
| CMCanadian Imperial Bank of Commerce | COM | 106 | $5.00K | <0.1% | History |
| NOKNokia Corp | SPONSORED ADR | 1,253 | $5.00K | <0.1% | History |
| LBRDKLiberty Broadband Corp | COM SER C | 65 | $5.00K | <0.1% | History |
| BRKLBrookline Bancorp Inc | COM | 462 | $5.00K | <0.1% | History |
| DEAEasterly Government Properties, Inc. | COM | 347 | $5.00K | <0.1% | History |
| FLICFirst of Long Island Corp | COM | 310 | $5.00K | <0.1% | History |
| FDSFactset Research Systems Inc | Stock | 10 | $4.00K | <0.1% | History |
| GIIIG III Apparel Group Ltd | COM | 329 | $4.00K | <0.1% | History |
| DNNDenison Mines Corp. | COM | 3,030 | $4.00K | <0.1% | History |
| MPAAMotorcar Parts of America Inc | COM | 236 | $4.00K | <0.1% | History |
| COLMColumbia Sportswear Co | COM | 65 | $4.00K | <0.1% | History |
| KODKEastman Kodak Co | COM NEW | 911 | $4.00K | <0.1% | History |
| OCULOcular Therapeutix, Inc | COM | 906 | $4.00K | <0.1% | History |
| LONALeonaBio, Inc. | COM | 1,382 | $4.00K | <0.1% | History |
| HAHawaiian Holdings Inc | COM | 311 | $4.00K | <0.1% | History |
| MODVModivCare Inc | COM | 41 | $4.00K | <0.1% | History |
| SPNESeaSpine Holdings Corp | COM | 683 | $4.00K | <0.1% | History |
| Tenneco Inc880349105 | CL A VTG COM STK | 250 | $4.00K | <0.1% | – |
| MYRGMyr Group Inc. | COM | 40 | $3.00K | <0.1% | History |
| CENXCentury Aluminum Co | COM | 534 | $3.00K | <0.1% | History |
| TDSTelephone & Data Systems Inc | COM NEW | 235 | $3.00K | <0.1% | History |
| THRMGentherm Inc | COM | 54 | $3.00K | <0.1% | History |
| AORTArtivion, Inc. | COM | 183 | $3.00K | <0.1% | History |
| CRICarters Inc | COM | 48 | $3.00K | <0.1% | History |
| OSISOsi Systems Inc | COM | 37 | $3.00K | <0.1% | History |
| CBUCommunity Financial System, Inc. | COM | 44 | $3.00K | <0.1% | History |
| STCStewart Information Services Corp | COM | 64 | $3.00K | <0.1% | History |
| PRLBProto Labs Inc | COM | 86 | $3.00K | <0.1% | History |
| GPMTGranite Point Mortgage Trust Inc. | COM STK | 421 | $3.00K | <0.1% | History |
| BBDBank Bradesco | SP ADR PFD NEW | 711 | $3.00K | <0.1% | History |
| AHRTAH Realty Trust, Inc. | COM | 342 | $3.00K | <0.1% | History |
| CFFNCapitol Federal Financial, Inc. | COM | 375 | $3.00K | <0.1% | History |