EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
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
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NJRNew Jersey Resources Corp | Stock | 145 | $7.71K | <0.1% | +145 | New | History |
| HPPHudson Pacific Properties, Inc. | COM | 1,161 | $7.72K | <0.1% | −2,263−66.1% | Reduced | History |
| TCPCBlackRock TCP Capital Corp. | COM | 750 | $7.72K | <0.1% | 00.0% | Unchanged | History |
| AIRAar Corp | Stock | 142 | $7.75K | <0.1% | 00.0% | Unchanged | History |
| APPNAppian Corp | CL A | 175 | $7.77K | <0.1% | −53−23.2% | Reduced | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 80 | $7.78K | <0.1% | +80 | New | History |
| BKUBankUnited, Inc. | COM | 345 | $7.79K | <0.1% | +345 | New | History |
| State Street SPDR S&P Homebuilders ETF78464A888 | ETF | 115 | $7.79K | <0.1% | 00.0% | Unchanged | – |
| TXTTextron Inc | COM | 111 | $7.84K | <0.1% | −10−8.3% | Reduced | History |
| AEEAmeren Corp | COM | 91 | $7.86K | <0.1% | +91 | New | History |
| HSTHost Hotels & Resorts, Inc. | COM | 480 | $7.92K | <0.1% | −220−31.4% | Reduced | History |
| DNOWDNOW Inc. | COM | 713 | $7.95K | <0.1% | −282−28.3% | Reduced | History |
| WNCWabash National Corp | COM | 324 | $7.97K | <0.1% | −109−25.2% | Reduced | History |
| ONCBeOne Medicines Ltd. | ADR | 37 | $7.97K | <0.1% | +5+15.6% | Added | History |
| JLSNuveen Mortgage & Income Fund | COM | 500 | $7.98K | <0.1% | 00.0% | Unchanged | History |
| FMSFresenius Medical Care AG | SPONSORED ADR | 376 | $7.99K | <0.1% | +91+31.9% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 298 | $8.01K | <0.1% | 00.0% | Unchanged | – |
| DLOdLocal Ltd | CLASS A COM | 494 | $8.01K | <0.1% | +373+308.3% | Added | History |
| DSUBlackRock Debt Strategies Fund, Inc. | COM NEW | 843 | $8.02K | <0.1% | 00.0% | Unchanged | History |
| RUNSunrun Inc. | COM | 399 | $8.04K | <0.1% | +371+1,325.0% | Added | History |
| MCHBMechanics Bancorp | CL A | 447 | $8.04K | <0.1% | +447 | New | History |
| SLGSL Green Realty Corp | COM | 342 | $8.04K | <0.1% | +242+242.0% | Added | History |
| MANHManhattan Associates Inc | Stock | 52 | $8.05K | <0.1% | +33+173.7% | Added | History |
| ESIElement Solutions Inc | COM | 417 | $8.05K | <0.1% | +417 | New | History |
| HLLYHolley Inc. | COM | 2,940 | $8.06K | <0.1% | −2,309−44.0% | Reduced | History |
| SPCEVirgin Galactic Holdings, Inc | COM | 2,000 | $8.10K | <0.1% | 00.0% | Unchanged | History |
| ASTHAstrana Health, Inc. | COM NEW | 223 | $8.13K | <0.1% | +223 | New | History |
| FRSTPrimis Financial Corp. | COM | 845 | $8.14K | <0.1% | +845 | New | History |
| PWRQuanta Services, Inc. | COM | 49 | $8.16K | <0.1% | +7+16.7% | Added | History |
| CENTCentral Garden & Pet Co | COM | 199 | $8.17K | <0.1% | 00.0% | Unchanged | History |
| COTYCoty Inc. | COM CL A | 683 | $8.24K | <0.1% | 00.0% | Unchanged | History |
| TRSTTrustco Bank Corp N Y | COM NEW | 258 | $8.24K | <0.1% | 00.0% | Unchanged | History |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 183 | $8.24K | <0.1% | +183 | New | – |
| WTMWhite Mountains Insurance Group Ltd | COM | 6 | $8.27K | <0.1% | 00.0% | Unchanged | History |
| State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788 | ETF | 218 | $8.28K | <0.1% | +118+118.0% | Added | – |
| PODDInsulet Corp | Stock | 26 | $8.29K | <0.1% | +22+550.0% | Added | History |
| FMCFMC Corp | COM NEW | 68 | $8.30K | <0.1% | −14−17.1% | Reduced | History |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 33 | $8.33K | <0.1% | +33 | New | – |
| GTGoodyear Tire & Rubber Co | COM | 759 | $8.36K | <0.1% | 00.0% | Unchanged | History |
| SPDR Series Trust78464A383 | ST STR BACKE ETF | 378 | $8.38K | <0.1% | +378 | New | – |
| IPARInterparfums Inc | COM | 59 | $8.39K | <0.1% | −28−32.2% | Reduced | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 246 | $8.40K | <0.1% | −197−44.5% | Reduced | History |
| VanEck ETF Trust92189F106 | GOLD MINERS ETF | 260 | $8.41K | <0.1% | +100+62.5% | Added | – |
| GLNGGolar LNG Ltd | SHS | 391 | $8.45K | <0.1% | −253−39.3% | Reduced | History |
| BECNQxo Building Products, Inc. | COM | 144 | $8.47K | <0.1% | −11−7.1% | Reduced | History |
| TIMBTim S.A. | SPONSORED ADR | 688 | $8.50K | <0.1% | 00.0% | Unchanged | History |
| Invesco Exchange Traded FD T46137V308 | BUYBACK ACHIEV | 100 | $8.51K | <0.1% | 00.0% | Unchanged | – |
| DISHDISH Network CORP | CL A | 916 | $8.55K | <0.1% | +333+57.1% | Added | History |
| Flagstar Bank, National Association649445103 | COM | 947 | $8.56K | <0.1% | +947 | New | – |
| VIRTVirtu Financial, Inc. | CL A | 453 | $8.56K | <0.1% | +453 | New | History |
| MLKNMillerknoll, Inc. | COM | 422 | $8.63K | <0.1% | +298+240.3% | Added | History |
| iShares Inc464286657 | MSCI BIC ETF | 250 | $8.68K | <0.1% | −544−68.5% | Reduced | – |
| INFYInfosys Ltd | SPONSORED ADR | 498 | $8.69K | <0.1% | −1,404−73.8% | Reduced | History |
| MSBMesabi Trust | CTF BEN INT | 345 | $8.69K | <0.1% | 00.0% | Unchanged | History |
| LNTAlliant Energy Corp | Stock | 163 | $8.70K | <0.1% | +45+38.1% | Added | History |
| NPOEnpro Inc. | COM | 84 | $8.73K | <0.1% | −59−41.3% | Reduced | History |
| BROBrown & Brown, Inc. | Stock | 152 | $8.73K | <0.1% | +114+300.0% | Added | History |
| QNSTQuinstreet, Inc | COM | 550 | $8.73K | <0.1% | −169−23.5% | Reduced | History |
| SPNTSiriusPoint Ltd | COM | 1,078 | $8.76K | <0.1% | 00.0% | Unchanged | History |
| UAUnder Armour, Inc. | CL C | 1,030 | $8.79K | <0.1% | +300+41.1% | Added | History |
| FFINFirst Financial Bankshares Inc | COM | 277 | $8.84K | <0.1% | +277 | New | History |
| IBTXIndependent Bank Group, Inc. | COM | 192 | $8.90K | <0.1% | +192 | New | History |
| FGF&G Annuities & Life, Inc. | COMMON STOCK | 495 | $8.97K | <0.1% | −220−30.8% | Reduced | History |
| Copel-ADR20441B605 | ADR | 1,349 | $9.06K | <0.1% | +1,276+1,747.9% | Added | – |
| ADUSAddus HomeCare Corp | COM | 85 | $9.07K | <0.1% | −25−22.7% | Reduced | History |
| Vanguard Communication Services ETF92204A884 | ETF | 94 | $9.09K | <0.1% | +94 | New | – |
| HIIHuntington Ingalls Industries, Inc. | COM | 44 | $9.11K | <0.1% | −11−20.0% | Reduced | History |
| KOSKosmos Energy Ltd. | COM | 1,228 | $9.14K | <0.1% | 00.0% | Unchanged | History |
| EGBNEagle Bancorp Inc | COM | 273 | $9.14K | <0.1% | +254+1,336.8% | Added | History |
| EBCEastern Bankshares, Inc. | COM | 724 | $9.14K | <0.1% | +724 | New | History |
| YEXTYext, Inc. | COM | 956 | $9.19K | <0.1% | 00.0% | Unchanged | History |
| XHRXenia Hotels & Resorts, Inc. | COM | 702 | $9.19K | <0.1% | +394+127.9% | Added | History |
| ORNOrion Group Holdings Inc | COM | 3,550 | $9.20K | <0.1% | 00.0% | Unchanged | History |
| AOSSmith A O Corp | COM | 133 | $9.20K | <0.1% | 00.0% | Unchanged | History |
| VVRInvesco Senior Income Trust | COM | 2,500 | $9.20K | <0.1% | 00.0% | Unchanged | History |
| UNITUniti Group Inc. | COM | 2,597 | $9.22K | <0.1% | +2,333+883.7% | Added | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 330 | $9.24K | <0.1% | +330 | New | – |
| BRSPBrightSpire Capital, Inc. | COM CL A | 1,568 | $9.25K | <0.1% | −988−38.7% | Reduced | History |
| HRLHormel Foods Corp | COM | 232 | $9.25K | <0.1% | −66−22.1% | Reduced | History |
| HCCWarrior Met Coal, Inc. | COM | 253 | $9.29K | <0.1% | −131−34.1% | Reduced | History |
| CBZCBIZ, Inc. | COM | 189 | $9.35K | <0.1% | +189 | New | History |
| AVAHAveanna Healthcare Holdings, Inc. | COM | 9,000 | $9.36K | <0.1% | +9,000 | New | History |
| ODPODP Corp | COM | 209 | $9.40K | <0.1% | −52−19.9% | Reduced | History |
| KOFCoca Cola Femsa SAB de CV | SPONS ADS REP | 117 | $9.42K | <0.1% | 00.0% | Unchanged | History |
| CIRCircor International Inc | COM | 303 | $9.43K | <0.1% | −91−23.1% | Reduced | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 74 | $9.44K | <0.1% | 00.0% | Unchanged | – |
| SLGNSilgan Holdings Inc | COM | 176 | $9.45K | <0.1% | +110+166.7% | Added | History |
| AAAlcoa Corp | Stock | 222 | $9.45K | <0.1% | +222 | New | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 145 | $9.46K | <0.1% | +72+98.6% | Added | – |
| RMAXRE/MAX Holdings, Inc. | CL A | 505 | $9.47K | <0.1% | +505 | New | History |
| BRBSBlue Ridge Bankshares, Inc. | COM | 931 | $9.50K | <0.1% | 00.0% | Unchanged | History |
| XYLXylem Inc. | COM | 91 | $9.53K | <0.1% | −550−85.8% | Reduced | History |
| VOXXVOXX International Corp | CL A | 775 | $9.56K | <0.1% | 00.0% | Unchanged | History |
| SMARSmartsheet Inc | COM CL A | 200 | $9.56K | <0.1% | 00.0% | Unchanged | History |
| SAICScience Applications International Corp | COM | 89 | $9.56K | <0.1% | +26+41.3% | Added | History |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 240 | $9.57K | <0.1% | 00.0% | Unchanged | – |
| DRDDrdgold Ltd | SPON ADR REPSTG | 1,000 | $9.58K | <0.1% | 00.0% | Unchanged | History |
| BCBrunswick Corp | COM | 117 | $9.59K | <0.1% | +5+4.5% | Added | History |
| iShares Tr464287184 | CHINA LG-CAP ETF | 325 | $9.60K | <0.1% | +325 | New | – |
| OPLNOPENLANE, Inc. | COM | 703 | $9.62K | <0.1% | +294+71.9% | Added | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| 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.
| 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 |