EverSource Wealth Advisors, LLC

SEC CIK: 0001710537
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 11, 2023. Long positions only; changes compare share counts with Q4 2022.

Positions: 2,376; +74 vs. Q4 2022
Portfolio value: $803.3M; +$142.9M (+21.6%) vs. Q4 2022
Filed: May 11, 2023; SEC

Holdings of EverSource Wealth Advisors, LLC in Q1 2023
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
Vanguard Ftse Developed Markets ETF921943858	ETF	678,112	$30.6M	3.8%	+49,877+7.9%	Added	–
AAPLApple Inc.	Stock	136,612	$22.5M	2.8%	+19,700+16.9%	Added	History
Vanguard Morningstar Growth ETF922908736	ETF	89,474	$22.3M	2.8%	+8,099+10.0%	Added	–
Vanguard Morningstar Value ETF922908744	ETF	144,741	$20.0M	2.5%	+14,579+11.2%	Added	–
Vanguard Scottsdale FDS92206C409	SHRT TRM CORP BD	253,276	$19.3M	2.4%	+9,183+3.8%	Added	–
Vanguard Dividend Appreciation ETF921908844	ETF	122,907	$18.9M	2.4%	+4,526+3.8%	Added	–
Vanguard Morningstar Total Stock Market ETF922908769	ETF	74,079	$15.1M	1.9%	+320+0.4%	Added	–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663	ETF	158,046	$14.5M	1.8%	+150,215+1,918.2%	Added	–
Vanguard S&P 500 ETF922908363	ETF	36,570	$13.8M	1.7%	+1,283+3.6%	Added	–
Vanguard Health Care ETF92204A504	ETF	57,558	$13.7M	1.7%	+6,895+13.6%	Added	–
IAUiShares Gold Trust	ETF	318,711	$11.9M	1.5%	+44,693+16.3%	Added	History
Dimensional U.S. Core Equity 2 ETF25434V708	ETF	411,818	$10.5M	1.3%	+36,076+9.6%	Added	–
MSFTMicrosoft Corp	Stock	35,052	$10.1M	1.3%	+2,100+6.4%	Added	History
Vanguard Ftse Emerging Markets ETF922042858	ETF	239,976	$9.70M	1.2%	+23,057+10.6%	Added	–
PGRProgressive Corp	Stock	67,293	$9.63M	1.2%	+4,345+6.9%	Added	History
Ea Series Trust02072L532	BRID OMN SMA ETF	494,046	$8.66M	1.1%	+494,046	New	–
Vanguard Morningstar Small-Cap ETF922908751	ETF	44,371	$8.41M	1.0%	+2,678+6.4%	Added	–
Vanguard Short-Term Bond ETF921937827	ETF	104,153	$7.97M	1.0%	+13,484+14.9%	Added	–
GOOGLAlphabet Inc.	Stock	75,630	$7.85M	1.0%	+8,024+11.9%	Added	History
Vanguard Total International Bond ETF92203J407	ETF	159,456	$7.80M	1.0%	+31,985+25.1%	Added	–
iShares MSCI Eafe ETF464287465	ETF	106,478	$7.62M	0.9%	+80,464+309.3%	Added	–
GLDSPDR Gold Trust	ETF	40,924	$7.50M	0.9%	+38,336+1,481.3%	Added	History
Vanguard Mortgage-Backed Securities ETF92206C771	ETF	159,760	$7.44M	0.9%	+16,774+11.7%	Added	–
DGDollar General Corp	COM	35,092	$7.39M	0.9%	+5,945+20.4%	Added	History
IIIVi3 Verticals, Inc.	COM CL A	298,235	$7.32M	0.9%	−198,040−39.9%	Reduced	History
Goldman Sachs ETF Tr381430107	ACTIVEBETA INT	236,369	$7.28M	0.9%	+12,685+5.7%	Added	–
AZOAutoZone Inc	COM	2,668	$6.56M	0.8%	+230+9.4%	Added	History
CVXChevron Corp	Stock	38,545	$6.29M	0.8%	+1,391+3.7%	Added	History
GPKGraphic Packaging Holding Co	COM	243,017	$6.19M	0.8%	+52,415+27.5%	Added	History
State Street Energy Select Sector SPDR ETF81369Y506	ETF	72,730	$6.02M	0.7%	+57,577+380.0%	Added	–
iShares Tr464287457	1 3 YR TREAS BD	69,543	$5.71M	0.7%	+69,543	New	–
PXDPioneer Natural Resources Co	COM	27,642	$5.65M	0.7%	+6,709+32.0%	Added	History
KKRKKR & Co. Inc.	COM	101,558	$5.33M	0.7%	+990+1.0%	Added	History
AMGNAmgen Inc	Stock	21,970	$5.31M	0.7%	+1,222+5.9%	Added	History
JBHTHunt J B Transport Services Inc	COM	30,113	$5.28M	0.7%	+9,797+48.2%	Added	History
AMZNAmazon Com Inc	Stock	50,577	$5.22M	0.7%	+10,782+27.1%	Added	History
HDHome Depot, Inc.	Stock	17,512	$5.17M	0.6%	+250+1.4%	Added	History
AMATApplied Materials Inc	Stock	37,752	$4.64M	0.6%	+276+0.7%	Added	History
BXBlackstone Inc.	COM	52,537	$4.61M	0.6%	+2,709+5.4%	Added	History
AVGOBroadcom Inc.	Stock	6,997	$4.49M	0.6%	+265+3.9%	Added	History
LKQLKQ Corp	COM	78,489	$4.46M	0.6%	+11,770+17.6%	Added	History
GOOGAlphabet Inc.	Stock	42,236	$4.39M	0.5%	+3,737+9.7%	Added	History
DHIHorton D R Inc	COM	44,257	$4.32M	0.5%	+3,606+8.9%	Added	History
iShares Tips Bond ETF464287176	ETF	38,612	$4.26M	0.5%	+37,647+3,901.2%	Added	–
BERYBerry Global Group, Inc.	COM	72,200	$4.25M	0.5%	+12,367+20.7%	Added	History
Dimensional ETF Trust25434V724	US MKTWIDE VALUE	126,805	$4.25M	0.5%	−5,370−4.1%	Reduced	–
PFNPIMCO Income Strategy Fund II	COM	579,511	$4.16M	0.5%	+579,511	New	History
Schwab US Dividend Equity ETF808524797	ETF	56,249	$4.12M	0.5%	+3,893+7.4%	Added	–
AMHAmerican Homes 4 Rent	CL A	130,329	$4.10M	0.5%	+53,659+70.0%	Added	History
Dimensional ETF Trust25434V401	US EQUI MARK ETF	91,421	$4.06M	0.5%	00.0%	Unchanged	–
Vanguard World FD921910840	MEGA CAP VAL ETF	40,049	$4.05M	0.5%	−119−0.3%	Reduced	–
Vanguard Scottsdale FDS92206C706	INTER TERM TREAS	65,625	$3.93M	0.5%	+317+0.5%	Added	–
Vanguard World FD921910816	MEGA GRWTH IND	18,752	$3.84M	0.5%	+624+3.4%	Added	–
Vanguard Morningstar Mid-Cap Value ETF922908512	ETF	28,134	$3.77M	0.5%	−286−1.0%	Reduced	–
Vanguard Intermediate-Term Bond ETF921937819	ETF	47,669	$3.66M	0.5%	+8,810+22.7%	Added	–
CCKCrown Holdings, Inc.	COM	44,061	$3.64M	0.5%	+8,059+22.4%	Added	History
COPConocoPhillips	Stock	36,667	$3.64M	0.5%	+775+2.2%	Added	History
American Centy ETF Tr025072885	US EQT ETF	51,207	$3.63M	0.5%	+323+0.6%	Added	–
SPDR Series Trust78464A763	ST STR SP DIV	29,300	$3.62M	0.5%	+1,433+5.1%	Added	–
Vanguard BD Index FDS921937793	LONG TERM BOND	45,604	$3.50M	0.4%	+9,538+26.4%	Added	–
MRKMerck & Co., Inc.	Stock	32,679	$3.48M	0.4%	+589+1.8%	Added	History
Dimensional ETF Trust25434V807	INTERNATNAL VAL	104,871	$3.38M	0.4%	−186−0.2%	Reduced	–
iShares Tr464288448	INTL SEL DIV ETF	122,294	$3.36M	0.4%	−1,643−1.3%	Reduced	–
JPMJPMorgan Chase & Co	Stock	25,167	$3.28M	0.4%	−1,417−5.3%	Reduced	History
Pacer US Cash Cows 100 ETF69374H881	ETF	69,100	$3.24M	0.4%	+14,420+26.4%	Added	–
TSLATesla, Inc.	Stock	15,107	$3.13M	0.4%	+8,774+138.5%	Added	History
iShares Inc46434G848	MSCI GBL ETF NEW	73,304	$3.13M	0.4%	+73,304	New	–
iShares Tr46429B655	FLTG RATE NT ETF	60,939	$3.07M	0.4%	+60,939	New	–
GSGoldman Sachs Group Inc	Stock	9,144	$2.99M	0.4%	+351+4.0%	Added	History
Vanguard Total World Stock ETF922042742	ETF	31,301	$2.88M	0.4%	+3,110+11.0%	Added	–
FDXFedEx Corp	Stock	12,424	$2.84M	0.4%	+1,769+16.6%	Added	History
iShares Core S&P 500 ETF464287200	ETF	6,894	$2.83M	0.4%	−628−8.3%	Reduced	–
METAMeta Platforms, Inc.	Stock	13,218	$2.80M	0.3%	+1,587+13.6%	Added	History
Global X FDS37954Y673	US INFR DEV ETF	98,507	$2.79M	0.3%	+98,507	New	–
NVDANVIDIA Corp	Stock	10,024	$2.78M	0.3%	+4,682+87.6%	Added	History
Victory Portfolios II92647N824	VCSHS US EQ INCM	44,881	$2.72M	0.3%	+4,160+10.2%	Added	–
TGTTarget Corp	Stock	16,101	$2.67M	0.3%	−369−2.2%	Reduced	History
SPYSPDR S&P 500 ETF Trust	ETF	6,430	$2.63M	0.3%	+794+14.1%	Added	History
Vanguard Intermediate-Term Corporate Bond ETF92206C870	ETF	32,801	$2.63M	0.3%	−1,362−4.0%	Reduced	–
Vanguard Morningstar Small-Cap Value ETF922908611	ETF	16,444	$2.61M	0.3%	−494−2.9%	Reduced	–
BRDGBridge Investment Group Holdings Inc.	COM CL A	227,807	$2.58M	0.3%	+5,590+2.5%	Added	History
JNJJohnson & Johnson	Stock	16,508	$2.56M	0.3%	−1,964−10.6%	Reduced	History
SPDR Series Trust78468R549	SP O&G EQP SERV	33,804	$2.54M	0.3%	+33,804	New	–
Dimensional U.S. Targeted Value ETF25434V609	ETF	56,793	$2.53M	0.3%	−274−0.5%	Reduced	–
iShares Core Dividend Growth ETF46434V621	ETF	49,132	$2.46M	0.3%	+16,782+51.9%	Added	–
VVisa Inc.	Stock	10,841	$2.44M	0.3%	−200−1.8%	Reduced	History
Janus Detroit STR Tr47103U886	HENDRSN SHRT ETF	51,084	$2.44M	0.3%	+3,316+6.9%	Added	–
Vanguard High Dividend Yield Index ETF921946406	ETF	23,071	$2.43M	0.3%	+13,822+149.4%	Added	–
MASMasco Corp	COM	46,373	$2.31M	0.3%	+14,370+44.9%	Added	History
American Centy ETF Tr025072562	AVANTIS CORE FI	53,775	$2.27M	0.3%	−1,358−2.5%	Reduced	–
State Street Financial Select Sector SPDR ETF81369Y605	ETF	70,296	$2.26M	0.3%	−52,498−42.8%	Reduced	–
KNXKnight-Swift Transportation Holdings Inc.	CL A	39,894	$2.26M	0.3%	+8,355+26.5%	Added	History
UHALU-Haul Holding Co	COM	37,469	$2.24M	0.3%	+36,651+4,480.6%	Added	History
American Centy ETF Tr025072802	INTL SMCP VLU	38,076	$2.23M	0.3%	−472−1.2%	Reduced	–
OXYOccidental Petroleum Corp	Stock	35,443	$2.21M	0.3%	+6,802+23.7%	Added	History
Timothy Plan887432276	HIGH DIVIDEND	89,527	$2.11M	0.3%	+9,717+12.2%	Added	–
QCOMQualcomm Inc	Stock	16,082	$2.05M	0.3%	+731+4.8%	Added	History
Northern LTS FD Tr IV66538H534	INSPIRE 100 ETF	61,258	$1.93M	0.2%	+7,571+14.1%	Added	–
iShares Tr464288877	EAFE VALUE ETF	39,600	$1.92M	0.2%	−4,525−10.3%	Reduced	–
Schwab Intermediate-Term US Treasury ETF808524854	ETF	35,498	$1.78M	0.2%	−33−0.1%	Reduced	–

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of EverSource Wealth Advisors, LLC in Q1 2023
Security	Class	Puts	Calls
SPDR S&P 500 ETF Tr78462F953	PUT	$46.0K	–

Sold out since Q4 2022 (234)

Positions held at the end of Q4 2022 that are gone from this filing.

The largest 100 of 234 by value last quarter.

Positions of EverSource Wealth Advisors, LLC sold out since Q4 2022
Security	Class	Shares in Q4 2022	Value in Q4 2022	% of portfolio in Q4 2022	History
KNTKKinetik Holdings Inc.	COM NEW CL A	2,488	$82.3K	<0.1%	History
IIPRInnovative Industrial Properties Inc	COM	682	$69.1K	<0.1%	History
iShares U S ETF Tr46431W598	BLOOMBERG ROLL	1,009	$55.0K	<0.1%	–
Invesco Exch Traded FD Tr II46138E297	S&P EMRNG MKTS	2,362	$54.3K	<0.1%	–
STORStore Capital LLC	COM	1,441	$46.2K	<0.1%	History
ProShares Tr74347R131	SHRT HGH YIELD	2,056	$39.1K	<0.1%	–
SIVBSVB Financial Group	COM	157	$36.1K	<0.1%	History
HBIHanesbrands Inc.	COM	5,394	$34.3K	<0.1%	History
iShares Tr464287689	RUSSELL 3000 ETF	148	$32.7K	<0.1%	–
SJISouth Jersey Industries Inc	COM	900	$32.0K	<0.1%	History
Invesco Exchange Traded FD T46137V506	DIVID ACHIEVEV	800	$29.2K	<0.1%	–
EVGEaton Vance Short Duration Diversified Income Fund	COM	2,750	$28.0K	<0.1%	History
TGNATegna Inc	COM	1,267	$26.8K	<0.1%	History
Safehold Inc.45031U101	COM	3,300	$25.2K	<0.1%	–
AAWWAtlas Air Worldwide Holdings Inc	COM NEW	239	$24.1K	<0.1%	History
NTCTNetscout Systems Inc	COM	664	$21.6K	<0.1%	History
Signature BK New York N Y82669G104	COM	182	$21.0K	<0.1%	–
BLWBlackRock Ltd Duration Income Trust	COM SHS	1,500	$19.6K	<0.1%	History
WHFWhiteHorse Finance, Inc.	COM	1,500	$19.6K	<0.1%	History
CPCanadian Pacific Kansas City Ltd	COM	242	$18.1K	<0.1%	History
NVGNuveen AMT-Free Municipal Credit Income Fund	CEF	1,480	$18.0K	<0.1%	History
CUROCURO Group Holdings Corp.	COM	4,344	$15.4K	<0.1%	History
BOHBank of Hawaii Corp	COM	192	$14.9K	<0.1%	History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833	ETF	150	$14.8K	<0.1%	–
State Street SPDR S&P 600 Small Cap Value ETF78464A300	ETF	190	$14.1K	<0.1%	–
APPSDigital Turbine, Inc.	COM NEW	885	$13.5K	<0.1%	History
Simplify Exchange Traded Fun82889N699	MANAGED FUTURES	459	$11.9K	<0.1%	–
Invesco DB Multi-Sector Comm46140H601	GOLD FD	227	$11.5K	<0.1%	–
iShares Tr46435U853	BROAD USD HIGH	327	$11.3K	<0.1%	–
TWKSThoughtworks Holding, Inc.	COM	1,070	$10.9K	<0.1%	History
UPLDUpland Software, Inc.	COM	1,491	$10.6K	<0.1%	History
OPTUOptimum Communications, Inc.	CL A	2,311	$10.6K	<0.1%	History
CHGGChegg, Inc	COM	404	$10.2K	<0.1%	History
ProShares Tr74348A467	S&P 500 DV ARIST	110	$9.90K	<0.1%	–
NEWRNew Relic, Inc.	COM	175	$9.88K	<0.1%	History
First Tr Exchange-Traded FD33733E203	NY ARCA BIOTECH	62	$9.56K	<0.1%	–
Invesco Exchange Traded FD T46137V845	DORSEY WRGT INDS	100	$8.64K	<0.1%	–
Micro Focus Intl PLC594837403	SPON ADR NEW	1,344	$8.48K	<0.1%	–
RMRegional Management Corp.	COM	299	$8.40K	<0.1%	History
SPDR Series Trust78468R812	ST STR MSCI USAQ	71	$7.83K	<0.1%	–
SWIMLatham Group, Inc.	COM	2,432	$7.83K	<0.1%	History
WLDNWilldan Group, Inc.	COM	426	$7.60K	<0.1%	History
BIRDSmartbird, Inc.	COM CL A	3,130	$7.58K	<0.1%	History
COUPCoupa Software Inc	COM	95	$7.52K	<0.1%	History
PDIPIMCO Dynamic Income Fund	SHS	400	$7.39K	<0.1%	History
BBTBeacon Financial Corp	COM	246	$7.37K	<0.1%	History
HXLHexcel Corp	COM	122	$7.18K	<0.1%	History
SAFESafehold Inc.	COM	230	$6.58K	<0.1%	History
Aris Water Solutions, Inc.04041L106	CLASS A COM	455	$6.56K	<0.1%	–
EAFGraftech International Ltd	COM	1,335	$6.35K	<0.1%	History
TALTAL Education Group	SPONSORED ADS	894	$6.30K	<0.1%	History
IVRInvesco Mortgage Capital Inc.	COM	489	$6.22K	<0.1%	History
POWLPowell Industries Inc	Stock	175	$6.16K	<0.1%	History
FFWMFirst Foundation Inc.	COM	417	$5.98K	<0.1%	History
FSPFranklin Street Properties Corp	COM	2,090	$5.71K	<0.1%	History
OPENOpendoor Technologies Inc.	COM	4,860	$5.64K	<0.1%	History
NFBKNorthfield Bancorp, Inc.	COM	346	$5.44K	<0.1%	History
Victory Portfolios II92647N766	VCSHS US 500 VOL	80	$5.42K	<0.1%	–
SPDR Series Trust78468R408	ST TERM HIGH ETF	217	$5.26K	<0.1%	–
GRFSGrifols SA	SP ADR REP B NVT	617	$5.25K	<0.1%	History
EBSEmergent BioSolutions Inc.	COM	443	$5.23K	<0.1%	History
CCSIConsensus Cloud Solutions, Inc.	COM	93	$5.00K	<0.1%	History
ABCBAmeris Bancorp	COM	104	$4.90K	<0.1%	History
NFENew Fortress Energy Inc.	COM CL A	115	$4.88K	<0.1%	History
RDFNRedfin Corp	COM	1,149	$4.87K	<0.1%	History
NOGNorthern Oil & Gas, Inc.	COM	158	$4.87K	<0.1%	History
FBMSFirst Bancshares Inc	COM	152	$4.87K	<0.1%	History
SBIWestern Asset Intermediate Muni Fund Inc.	COM	640	$4.86K	<0.1%	History
RPAYRepay Holdings Corp	COM CL A	589	$4.74K	<0.1%	History
TOSTToast, Inc.	Stock	254	$4.58K	<0.1%	History
LPSNLiveperson Inc	COM	451	$4.57K	<0.1%	History
KNBEKnowBe4, Inc.	CL A	183	$4.54K	<0.1%	History
SPDR Series Trust78468R622	ST BLOO HIGH ETF	49	$4.41K	<0.1%	–
ETF Managers Tr26924G201	PRIME CYBR SCRTY	100	$4.41K	<0.1%	–
BMBLBumble Inc.	COM CL A	200	$4.21K	<0.1%	History
WBWEIBO Corp	SPONSORED ADR	216	$4.13K	<0.1%	History
CAJPYCanon Inc	SPONSORED ADR	189	$4.10K	<0.1%	History
AATAmerican Assets Trust, Inc.	COM	150	$3.98K	<0.1%	History
Invesco Actvely MNGD Etc FD46090F100	OPTIMUM YIELD	258	$3.81K	<0.1%	–
Polymet MNG Corp731916409	COM NEW	1,436	$3.81K	<0.1%	–
IEIvanhoe Electric Inc.	COM	313	$3.80K	<0.1%	History
PIPRPiper Sandler Companies	COM	28	$3.67K	<0.1%	History
TRMKTrustmark Corp	COM	105	$3.67K	<0.1%	History
AIMCAltra Industrial Motion Corp.	COM	61	$3.65K	<0.1%	History
BBBY20230930-DK-Butterfly-1, Inc.	COM	1,441	$3.62K	<0.1%	History
OSGOctave Specialty Group Inc	COM NEW	197	$3.44K	<0.1%	History
ProShares Tr74348A434	ULTSHT FTSE EURO	268	$3.42K	<0.1%	–
BAPCredicorp Ltd	COM	25	$3.39K	<0.1%	History
ZUMZZumiez Inc	COM	151	$3.28K	<0.1%	History
SITCSITE Centers Corp.	COM	236	$3.22K	<0.1%	History
STRSitio Royalties Corp.	CLASS A COM	108	$3.12K	<0.1%	History
FREEWhole Earth Brands, Inc.	COM CL A	762	$3.10K	<0.1%	History
MEIMethode Electronics Inc	COM	69	$3.06K	<0.1%	History
NKTXNkarta, Inc.	COM	510	$3.06K	<0.1%	History
EXTRExtreme Networks Inc	COM	162	$2.97K	<0.1%	History
COMPCompass, Inc.	CL A	1,248	$2.91K	<0.1%	History
HAYNHaynes International Inc	COM NEW	63	$2.88K	<0.1%	History
TSEOQTrinseo PLC	COM	118	$2.68K	<0.1%	History
KBALKimball International Inc	CL B	400	$2.60K	<0.1%	History
JRVRJames River Group Holdings, Inc.	COM	124	$2.59K	<0.1%	History