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 |
|---|---|---|---|---|---|---|---|
| MARMarriott International Inc | Stock | 215 | $35.7K | <0.1% | −293−57.7% | Reduced | History |
| YETIYETI Holdings, Inc. | COM | 890 | $35.6K | <0.1% | +15+1.7% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 156 | $35.4K | <0.1% | 00.0% | Unchanged | – |
| FITBFifth Third Bancorp | COM | 1,326 | $35.3K | <0.1% | +197+17.4% | Added | History |
| EPREpr Properties | COM SH BEN INT | 926 | $35.3K | <0.1% | +55+6.3% | Added | History |
| SBSWSibanye Stillwater Ltd | SPONSORED ADR | 4,240 | $35.3K | <0.1% | +4,240 | New | History |
| iShares Tr46434V407 | 0-5YR HI YL CP | 845 | $35.2K | <0.1% | −4,524−84.3% | Reduced | – |
| HOUSAnywhere Real Estate Inc. | COM | 6,604 | $34.9K | <0.1% | +1,692+34.4% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 1,149 | $34.8K | <0.1% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 401 | $34.7K | <0.1% | +42+11.7% | Added | History |
| AGNCAGNC Investment Corp. | REIT | 3,442 | $34.7K | <0.1% | −224−6.1% | Reduced | History |
| MTCHMatch Group, Inc. | COM | 900 | $34.6K | <0.1% | −157−14.9% | Reduced | History |
| MELIMercadolibre Inc | COM | 26 | $34.3K | <0.1% | +1+4.0% | Added | History |
| ALCAlcon Inc | Stock | 483 | $34.1K | <0.1% | +29+6.4% | Added | History |
| SEICSEI Investments Co | COM | 592 | $34.1K | <0.1% | 00.0% | Unchanged | History |
| AALAmerican Airlines Group Inc. | Stock | 2,300 | $33.9K | <0.1% | +1,300+130.0% | Added | History |
| SANMSanmina Corp | COM | 556 | $33.9K | <0.1% | −169−23.3% | Reduced | History |
| VOYAVoya Financial, Inc. | COM | 474 | $33.9K | <0.1% | +254+115.5% | Added | History |
| TSLXSixth Street Specialty Lending, Inc. | COM | 1,843 | $33.7K | <0.1% | 00.0% | Unchanged | History |
| Vanguard Utilities ETF92204A876 | ETF | 228 | $33.7K | <0.1% | +228 | New | – |
| PSLVSprott Physical Silver Trust | PHYSICAL SILVER | 4,028 | $33.6K | <0.1% | 00.0% | Unchanged | History |
| NVRNVR Inc | COM | 6 | $33.4K | <0.1% | 00.0% | Unchanged | History |
| DPZDominos Pizza Inc | COM | 101 | $33.3K | <0.1% | −83−45.1% | Reduced | History |
| CRUSCirrus Logic, Inc. | Stock | 304 | $33.3K | <0.1% | +27+9.7% | Added | History |
| THCTenet Healthcare Corp | COM NEW | 559 | $33.2K | <0.1% | +393+236.7% | Added | History |
| CROXCrocs, Inc. | COM | 262 | $33.1K | <0.1% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 239 | $33.1K | <0.1% | −17−6.6% | Reduced | History |
| DRIDarden Restaurants Inc | COM | 212 | $32.9K | <0.1% | 00.0% | Unchanged | History |
| PNWPinnacle West Capital Corp | COM | 415 | $32.9K | <0.1% | +4+1.0% | Added | History |
| EVTEaton Vance Tax-Advantaged Dividend Income Fund | COM | 1,454 | $32.9K | <0.1% | +750+106.5% | Added | History |
| URIUnited Rentals, Inc. | COM | 83 | $32.8K | <0.1% | −1−1.2% | Reduced | History |
| STESTERIS plc | SHS USD | 171 | $32.7K | <0.1% | +101+144.3% | Added | History |
| LTCLTC Properties Inc | REIT | 930 | $32.7K | <0.1% | −141−13.2% | Reduced | History |
| GLWCorning Inc | COM | 925 | $32.6K | <0.1% | +176+23.5% | Added | History |
| MOHMolina Healthcare, Inc. | COM | 122 | $32.6K | <0.1% | +118+2,950.0% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 170 | $32.6K | <0.1% | +109+178.7% | Added | History |
| PBFPBF Energy Inc. | CL A | 750 | $32.5K | <0.1% | −636−45.9% | Reduced | History |
| Unified Ser Tr90470L469 | ONEASCENT EMGRG | 1,140 | $32.5K | <0.1% | +1,140 | New | – |
| LYVLive Nation Entertainment, Inc. | COM | 463 | $32.4K | <0.1% | +410+773.6% | Added | History |
| SPDR Series Trust78464A607 | ST STR DOW REIT | 360 | $32.0K | <0.1% | +60+20.0% | Added | – |
| HBANHuntington Bancshares Inc | COM | 2,841 | $31.8K | <0.1% | −359−11.2% | Reduced | History |
| VTRSViatris Inc | Stock | 3,307 | $31.8K | <0.1% | +62+1.9% | Added | History |
| IRTIndependence Realty Trust, Inc. | COM | 1,959 | $31.4K | <0.1% | −89−4.3% | Reduced | History |
| MCMoelis & Co | CL A | 816 | $31.4K | <0.1% | −228−21.8% | Reduced | History |
| Clearway Energy, Inc.18539C105 | CL A | 1,037 | $31.1K | <0.1% | 00.0% | Unchanged | – |
| NDAQNasdaq, Inc. | COM | 569 | $31.1K | <0.1% | +193+51.3% | Added | History |
| Innovator ETFs Trust45782C557 | US EQTY BUF DEC | 916 | $31.0K | <0.1% | +916 | New | – |
| ITGartner Inc | COM | 95 | $30.9K | <0.1% | 00.0% | Unchanged | History |
| KKellanova | Stock | 462 | $30.9K | <0.1% | +370+402.2% | Added | History |
| TRGPTarga Resources Corp. | COM | 423 | $30.9K | <0.1% | −644−60.4% | Reduced | History |
| PACPacific Airport Group | SPON ADS B | 156 | $30.5K | <0.1% | +12+8.3% | Added | History |
| FTAIFTAI Aviation Ltd. | SHS | 1,085 | $30.3K | <0.1% | 00.0% | Unchanged | History |
| WBSWebster Financial Corp | COM | 765 | $30.2K | <0.1% | −94−10.9% | Reduced | History |
| Victory Portfolios II92647N873 | VCSHS US SMCP HG | 579 | $30.0K | <0.1% | +3+0.5% | Added | – |
| SQMChemical & Mining Co of Chile Inc | SPON ADR SER B | 370 | $30.0K | <0.1% | −24−6.1% | Reduced | History |
| POWIPower Integrations Inc | COM | 352 | $29.8K | <0.1% | +17+5.1% | Added | History |
| WFGWest Fraser Timber Co., Ltd | COM | 417 | $29.7K | <0.1% | +29+7.5% | Added | History |
| EQHEquitable Holdings, Inc. | COM | 1,155 | $29.3K | <0.1% | −766−39.9% | Reduced | History |
| RHIRobert Half Inc. | COM | 362 | $29.2K | <0.1% | +328+964.7% | Added | History |
| JDJD.com, Inc. | SPON ADS CL A | 661 | $29.0K | <0.1% | −46−6.5% | Reduced | History |
| TAKTakeda Pharmaceutical Co Ltd | ADR | 1,757 | $29.0K | <0.1% | +728+70.7% | Added | History |
| PRUPrudential Financial Inc | Stock | 349 | $28.9K | <0.1% | −199−36.3% | Reduced | History |
| NINisource Inc. | COM | 1,027 | $28.7K | <0.1% | +96+10.3% | Added | History |
| IVZInvesco Ltd. | Stock | 1,747 | $28.7K | <0.1% | −97−5.3% | Reduced | History |
| CNCCentene Corp | Stock | 451 | $28.5K | <0.1% | −496−52.4% | Reduced | History |
| TEAMAtlassian Corp | CL A | 165 | $28.2K | <0.1% | +9+5.8% | Added | History |
| DINOHF Sinclair Corp | COM | 580 | $28.1K | <0.1% | +148+34.3% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 347 | $28.0K | <0.1% | −8−2.3% | Reduced | History |
| RNSTRenasant Corp | COM | 914 | $28.0K | <0.1% | 00.0% | Unchanged | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 425 | $27.8K | <0.1% | +59+16.1% | Added | History |
| BWABorgwarner Inc | COM | 565 | $27.7K | <0.1% | +9+1.6% | Added | History |
| BCXBlackRock Resources & Commodities Strategy Trust | SHS | 2,901 | $27.7K | <0.1% | +77+2.7% | Added | History |
| FNFabrinet | SHS | 232 | $27.6K | <0.1% | −208−47.3% | Reduced | History |
| PTYPIMCO Corporate & Income Opportunity Fund | COM | 2,200 | $27.4K | <0.1% | +2,200 | New | History |
| ESEEsco Technologies Inc | COM | 286 | $27.3K | <0.1% | −45−13.6% | Reduced | History |
| AIRCApartment Income REIT Corp. | COM | 761 | $27.3K | <0.1% | +761 | New | History |
| iShares Tr464288505 | MRGSTR SM CP ETF | 574 | $27.2K | <0.1% | +574 | New | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 205 | $27.1K | <0.1% | 00.0% | Unchanged | – |
| ENSGEnsign Group, Inc | COM | 281 | $26.8K | <0.1% | −90−24.3% | Reduced | History |
| SPXCSPX Technologies, Inc. | COM | 378 | $26.7K | <0.1% | −38−9.1% | Reduced | History |
| LNTHLantheus Holdings, Inc. | Stock | 323 | $26.7K | <0.1% | +13+4.2% | Added | History |
| iShares Tr464287788 | U.S. FINLS ETF | 374 | $26.6K | <0.1% | 00.0% | Unchanged | – |
| Advisorshares Tr00768Y529 | DORSY SHRT ETF | 2,925 | $26.5K | <0.1% | +1,125+62.5% | Added | – |
| LUMNLumen Technologies, Inc. | Stock | 9,995 | $26.5K | <0.1% | +882+9.7% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 757 | $26.3K | <0.1% | +453+149.0% | Added | – |
| IEXIdex Corp | COM | 114 | $26.3K | <0.1% | +54+90.0% | Added | History |
| Global X FDS37954Y657 | US PFD ETF | 1,323 | $26.3K | <0.1% | +910+220.3% | Added | – |
| ACAArcosa, Inc. | COM | 415 | $26.2K | <0.1% | −86−17.2% | Reduced | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 1,467 | $26.2K | <0.1% | −164−10.1% | Reduced | History |
| EWBCEast West Bancorp Inc | COM | 472 | $26.2K | <0.1% | +68+16.8% | Added | History |
| OLNOLIN Corp | Stock | 471 | $26.1K | <0.1% | −211−30.9% | Reduced | History |
| DELLDell Technologies Inc. | Stock | 645 | $25.9K | <0.1% | +126+24.3% | Added | History |
| iShares Tr464288513 | IBOXX HI YD ETF | 343 | $25.9K | <0.1% | +220+178.9% | Added | – |
| CHWCalamos Global Dynamic Income Fund | COM | 4,308 | $25.8K | <0.1% | +2,500+138.3% | Added | History |
| NVTnVent Electric plc | SHS | 599 | $25.7K | <0.1% | +536+850.8% | Added | History |
| SPDR Series Trust78464A789 | ST STR SP INS | 650 | $25.6K | <0.1% | +410+170.8% | Added | – |
| STRAStrategic Education, Inc. | COM | 284 | $25.5K | <0.1% | −144−33.6% | Reduced | History |
| OGNOrganon & Co. | Stock | 1,080 | $25.4K | <0.1% | +881+442.7% | Added | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 1,075 | $25.3K | <0.1% | −130−10.8% | Reduced | – |
| ESEversource Energy | Stock | 322 | $25.2K | <0.1% | +110+51.9% | 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 |