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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.

Institution overview
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
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Tr464288158SHRT NAT MUN ETF16,985$1.78M0.2%+4,182+32.7%Added–
SFBSServisFirst Bancshares, Inc.COM32,237$1.76M0.2%−2,100−6.1%ReducedHistory
WMTWalmart Inc.Stock11,707$1.73M0.2%−8−0.1%ReducedHistory
PANWPalo Alto Networks IncStock8,438$1.69M0.2%+565+7.2%AddedHistory
American Centy ETF Tr025072703INTL EQT ETF27,814$1.59M0.2%−8,329−23.0%Reduced–
Timothy Plan887432284US LARGE MID CP68,087$1.58M0.2%+13,023+23.7%Added–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF63,775$1.47M0.2%+5,295+9.1%Added–
CLHClean Harbors IncCOM10,273$1.46M0.2%+2,706+35.8%AddedHistory
American Centy ETF Tr025072687AVANTIS SHFXDINC31,301$1.45M0.2%−2,362−7.0%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF3,147$1.44M0.2%+469+17.5%AddedHistory
CRWDCrowdStrike Holdings, Inc.Stock10,210$1.40M0.2%+2,069+25.4%AddedHistory
Dimensional ETF Trust25434V799INTL CORE EQUITY57,817$1.39M0.2%+7,287+14.4%Added–
XOMExxonMobil Holdings CorpCOM12,453$1.37M0.2%−624−4.8%ReducedHistory
Dimensional ETF Trust25434V872CORE FIXE IN ETF31,971$1.36M0.2%+4,259+15.4%Added–
COSTCostco Wholesale CorpStock2,717$1.35M0.2%+295+12.2%AddedHistory
Vanguard Scottsdale FDS92206C102SHORT TERM TREAS22,477$1.32M0.2%+500+2.3%Added–
Dimensional U.S. Small Cap ETF25434V500ETF24,742$1.30M0.2%00.0%Unchanged–
UNHUnitedHealth Group IncStock2,751$1.30M0.2%−493−15.2%ReducedHistory
NFLXNetflix IncStock3,717$1.28M0.2%+865+30.3%AddedHistory
Vanguard Mun BD FDS922907746TAX EXEMPT BD25,305$1.28M0.2%+23,314+1,171.0%Added–
iShares Russell 1000 Value ETF464287598ETF8,237$1.25M0.2%+669+8.8%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,311$1.23M0.2%+191+3.1%Added–
Northern LTS FD Tr IV66538H641INSPIRE SML/ MID39,518$1.23M0.2%+5,652+16.7%Added–
VanEck ETF Trust92189H409HIGH YLD MUNIETF23,228$1.20M0.1%+23,228New–
Victory Portfolios II92647N782VCSHS US 500 ENH19,279$1.20M0.1%+1,011+5.5%Added–
LLYEli Lilly & CoStock3,483$1.20M0.1%+12+0.3%AddedHistory
ADBEAdobe Inc.Stock3,098$1.19M0.1%−147−4.5%ReducedHistory
Vanguard Whitehall FDS921946794INTL HIGH ETF19,142$1.19M0.1%−118−0.6%Reduced–
PNFPPinnacle Financial Partners, Inc.COM21,108$1.16M0.1%+6,404+43.6%AddedHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF11,544$1.15M0.1%+4,862+72.8%Added–
CRMSalesforce, Inc.Stock5,677$1.13M0.1%+1,359+31.5%AddedHistory
PGProcter & Gamble CoStock7,280$1.08M0.1%−696−8.7%ReducedHistory
DVNDevon Energy CorpStock21,231$1.07M0.1%+5,878+38.3%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF4,145$1.04M0.1%+183+4.6%Added–
MSMorgan StanleyStock11,799$1.04M0.1%+764+6.9%AddedHistory
ABBVAbbVie Inc.Stock6,499$1.04M0.1%−116−1.8%ReducedHistory
MAMastercard IncStock2,850$1.04M0.1%+47+1.7%AddedHistory
iShares Tr46434V647GLOBAL REIT ETF44,550$1.02M0.1%+4,526+11.3%Added–
Vanguard Star FDS921909768VG TL INTL STK F18,504$1.02M0.1%+1,508+8.9%Added–
BRK.BBerkshire Hathaway IncStock3,302$1.02M0.1%+894+37.1%AddedHistory
Northern LTS FD Tr IV66538H419INSPIRE INTL ETF36,438$1.01M0.1%+8,976+32.7%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF8,104$1.01M0.1%+7,971+5,993.2%Added–
PFEPfizer IncStock24,315$992.1K0.1%−1,034−4.1%ReducedHistory
MCDMcDonalds CorpStock3,531$987.4K0.1%+251+7.7%AddedHistory
SOSouthern CoStock14,128$983.0K0.1%−398−2.7%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD20,880$963.6K0.1%+547+2.7%Added–
EOGEOG Resources IncStock8,394$962.1K0.1%−747−8.2%ReducedHistory
iShares Tr46435G425ESG AWR MSCI USA10,528$952.3K0.1%−11,506−52.2%Reduced–
iShares Tr464288885EAFE GRWTH ETF9,931$930.3K0.1%+3,617+57.3%Added–
UPSUnited Parcel Service IncStock4,774$926.3K0.1%−61−1.3%ReducedHistory
ORCLOracle CorpStock9,843$914.6K0.1%−70−0.7%ReducedHistory
BABoeing CoStock4,225$897.5K0.1%+2,592+158.7%AddedHistory
MPCMarathon Petroleum CorpStock6,386$861.1K0.1%−296−4.4%ReducedHistory
iShares Russell 1000 Growth ETF464287614ETF3,473$848.5K0.1%+394+12.8%Added–
TMOThermo Fisher Scientific Inc.Stock1,470$847.1K0.1%−120−7.5%ReducedHistory
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7,708$842.0K0.1%−93−1.2%Reduced–
CVSCVS Health CorpStock11,196$832.0K0.1%+785+7.5%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR8,818$820.3K0.1%+1,302+17.3%AddedHistory
American Centy ETF Tr025072604AVANTIS EMGMKT15,494$819.5K0.1%+730+4.9%Added–
iShares Inc46434G764MSCI EMRG CHN15,994$788.6K0.1%+379+2.4%Added–
Invesco Exch Traded FD Tr II46138G698S&P 500 REVENUE10,307$784.3K0.1%+441+4.5%Added–
DISWalt Disney CoStock7,829$783.9K0.1%+2,401+44.2%AddedHistory
DGXQuest Diagnostics IncCOM5,526$781.8K0.1%+3+0.1%AddedHistory
iShares Core S&P Small Cap ETF464287804ETF7,877$761.7K0.1%−1,050−11.8%Reduced–
GISGeneral Mills IncStock8,902$760.7K0.1%+35+0.4%AddedHistory
MRSHMarsh & McLennan Companies, Inc.Stock4,520$752.8K0.1%−134−2.9%ReducedHistory
LINLinde PLCStock2,117$752.4K0.1%+18+0.9%AddedHistory
USBUS Bancorp DECOM NEW20,767$748.6K0.1%+247+1.2%AddedHistory
PYPLPayPal Holdings, Inc.Stock9,756$740.9K0.1%−161−1.6%ReducedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS54,821$737.3K0.1%−10,160−15.6%ReducedHistory
Dimensional ETF Trust25434V864SHOR DUR FIX ETF15,571$726.6K0.1%+1,715+12.4%Added–
CSCOCisco Systems, Inc.Stock13,722$717.3K0.1%−310−2.2%ReducedHistory
iShares Tr464288588MBS ETF7,473$707.9K0.1%+2,450+48.8%Added–
WFCWells Fargo & CompanyStock18,915$707.1K0.1%+837+4.6%AddedHistory
KOCoca Cola CoStock11,360$704.7K0.1%−1,951−14.7%ReducedHistory
TXNTexas Instruments IncStock3,787$704.4K0.1%−104−2.7%ReducedHistory
JBLJabil IncStock7,909$697.3K0.1%+7+0.1%AddedHistory
iShares Tr464287556ISHARES BIOTECH5,352$691.3K0.1%+2,773+107.5%Added–
Invesco QQQ Trust Series I46090E103ETF2,145$688.4K0.1%+629+41.5%Added–
PEPPepsiCo IncStock3,771$687.4K0.1%−116−3.0%ReducedHistory
BACBank of America CorpStock23,667$676.9K0.1%+1,306+5.8%AddedHistory
iShares Broad Usd Investment Grade Corporate Bond ETF464288620ETF13,200$668.7K0.1%+2,160+19.6%Added–
Pacer US Small Cap Cash Cows ETF69374H857ETF17,473$665.0K0.1%+16,171+1,242.0%Added–
RSGRepublic Services, Inc.COM4,915$664.6K0.1%−10.0%ReducedHistory
LMTLockheed Martin CorpStock1,403$663.1K0.1%+99+7.6%AddedHistory
VLOValero Energy CorpStock4,700$656.1K0.1%+9+0.2%AddedHistory
CMCSAComcast CorpStock17,110$648.6K0.1%−635−3.6%ReducedHistory
American Centy ETF Tr025072877US SML CP VALU8,683$643.0K0.1%−1,973−18.5%Reduced–
SPGSimon Property Group Inc.REIT5,667$634.5K0.1%+278+5.2%AddedHistory
CATCaterpillar IncStock2,752$629.9K0.1%+830+43.2%AddedHistory
RBARB Global Inc.COM11,080$623.7K0.1%+11,066+79,042.9%AddedHistory
Vanguard Emerging Markets Government Bond ETF921946885ETF9,963$620.8K0.1%−27−0.3%Reduced–
ABTAbbott LaboratoriesStock6,091$616.8K0.1%−282−4.4%ReducedHistory
iShares Tr4642886613 7 YR TREAS BD5,183$609.7K0.1%00.0%Unchanged–
WSCWillScot Holdings CorpCOM CL A12,866$603.2K0.1%−2,500−16.3%ReducedHistory
Vanguard Index FDS922908652EXTEND MKT ETF4,261$597.3K0.1%+1,484+53.4%Added–
iShares Tr464288414NATIONAL MUN ETF5,461$588.4K0.1%−934−14.6%Reduced–
DEDeere & CoStock1,424$588.1K0.1%−35−2.4%ReducedHistory
MCKMcKesson CorpStock1,635$582.2K0.1%−3−0.2%ReducedHistory
MDTMedtronic plcStock7,081$570.9K0.1%+425+6.4%AddedHistory

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
SecurityClassPutsCalls
SPDR S&P 500 ETF Tr78462F953PUT$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
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
KNTKKinetik Holdings Inc.COM NEW CL A2,488$82.3K<0.1%History
IIPRInnovative Industrial Properties IncCOM682$69.1K<0.1%History
iShares U S ETF Tr46431W598BLOOMBERG ROLL1,009$55.0K<0.1%–
Invesco Exch Traded FD Tr II46138E297S&P EMRNG MKTS2,362$54.3K<0.1%–
STORStore Capital LLCCOM1,441$46.2K<0.1%History
ProShares Tr74347R131SHRT HGH YIELD2,056$39.1K<0.1%–
SIVBSVB Financial GroupCOM157$36.1K<0.1%History
HBIHanesbrands Inc.COM5,394$34.3K<0.1%History
iShares Tr464287689RUSSELL 3000 ETF148$32.7K<0.1%–
SJISouth Jersey Industries IncCOM900$32.0K<0.1%History
Invesco Exchange Traded FD T46137V506DIVID ACHIEVEV800$29.2K<0.1%–
EVGEaton Vance Short Duration Diversified Income FundCOM2,750$28.0K<0.1%History
TGNATegna IncCOM1,267$26.8K<0.1%History
Safehold Inc.45031U101COM3,300$25.2K<0.1%–
AAWWAtlas Air Worldwide Holdings IncCOM NEW239$24.1K<0.1%History
NTCTNetscout Systems IncCOM664$21.6K<0.1%History
Signature BK New York N Y82669G104COM182$21.0K<0.1%–
BLWBlackRock Ltd Duration Income TrustCOM SHS1,500$19.6K<0.1%History
WHFWhiteHorse Finance, Inc.COM1,500$19.6K<0.1%History
CPCanadian Pacific Kansas City LtdCOM242$18.1K<0.1%History
NVGNuveen AMT-Free Municipal Credit Income FundCEF1,480$18.0K<0.1%History
CUROCURO Group Holdings Corp.COM4,344$15.4K<0.1%History
BOHBank of Hawaii CorpCOM192$14.9K<0.1%History
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund72201R833ETF150$14.8K<0.1%–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF190$14.1K<0.1%–
APPSDigital Turbine, Inc.COM NEW885$13.5K<0.1%History
Simplify Exchange Traded Fun82889N699MANAGED FUTURES459$11.9K<0.1%–
Invesco DB Multi-Sector Comm46140H601GOLD FD227$11.5K<0.1%–
iShares Tr46435U853BROAD USD HIGH327$11.3K<0.1%–
TWKSThoughtworks Holding, Inc.COM1,070$10.9K<0.1%History
UPLDUpland Software, Inc.COM1,491$10.6K<0.1%History
OPTUOptimum Communications, Inc.CL A2,311$10.6K<0.1%History
CHGGChegg, IncCOM404$10.2K<0.1%History
ProShares Tr74348A467S&P 500 DV ARIST110$9.90K<0.1%–
NEWRNew Relic, Inc.COM175$9.88K<0.1%History
First Tr Exchange-Traded FD33733E203NY ARCA BIOTECH62$9.56K<0.1%–
Invesco Exchange Traded FD T46137V845DORSEY WRGT INDS100$8.64K<0.1%–
Micro Focus Intl PLC594837403SPON ADR NEW1,344$8.48K<0.1%–
RMRegional Management Corp.COM299$8.40K<0.1%History
SPDR Series Trust78468R812ST STR MSCI USAQ71$7.83K<0.1%–
SWIMLatham Group, Inc.COM2,432$7.83K<0.1%History
WLDNWilldan Group, Inc.COM426$7.60K<0.1%History
BIRDSmartbird, Inc.COM CL A3,130$7.58K<0.1%History
COUPCoupa Software IncCOM95$7.52K<0.1%History
PDIPIMCO Dynamic Income FundSHS400$7.39K<0.1%History
BBTBeacon Financial CorpCOM246$7.37K<0.1%History
HXLHexcel CorpCOM122$7.18K<0.1%History
SAFESafehold Inc.COM230$6.58K<0.1%History
Aris Water Solutions, Inc.04041L106CLASS A COM455$6.56K<0.1%–
EAFGraftech International LtdCOM1,335$6.35K<0.1%History
TALTAL Education GroupSPONSORED ADS894$6.30K<0.1%History
IVRInvesco Mortgage Capital Inc.COM489$6.22K<0.1%History
POWLPowell Industries IncStock175$6.16K<0.1%History
FFWMFirst Foundation Inc.COM417$5.98K<0.1%History
FSPFranklin Street Properties CorpCOM2,090$5.71K<0.1%History
OPENOpendoor Technologies Inc.COM4,860$5.64K<0.1%History
NFBKNorthfield Bancorp, Inc.COM346$5.44K<0.1%History
Victory Portfolios II92647N766VCSHS US 500 VOL80$5.42K<0.1%–
SPDR Series Trust78468R408ST TERM HIGH ETF217$5.26K<0.1%–
GRFSGrifols SASP ADR REP B NVT617$5.25K<0.1%History
EBSEmergent BioSolutions Inc.COM443$5.23K<0.1%History
CCSIConsensus Cloud Solutions, Inc.COM93$5.00K<0.1%History
ABCBAmeris BancorpCOM104$4.90K<0.1%History
NFENew Fortress Energy Inc.COM CL A115$4.88K<0.1%History
RDFNRedfin CorpCOM1,149$4.87K<0.1%History
NOGNorthern Oil & Gas, Inc.COM158$4.87K<0.1%History
FBMSFirst Bancshares IncCOM152$4.87K<0.1%History
SBIWestern Asset Intermediate Muni Fund Inc.COM640$4.86K<0.1%History
RPAYRepay Holdings CorpCOM CL A589$4.74K<0.1%History
TOSTToast, Inc.Stock254$4.58K<0.1%History
LPSNLiveperson IncCOM451$4.57K<0.1%History
KNBEKnowBe4, Inc.CL A183$4.54K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF49$4.41K<0.1%–
ETF Managers Tr26924G201PRIME CYBR SCRTY100$4.41K<0.1%–
BMBLBumble Inc.COM CL A200$4.21K<0.1%History
WBWEIBO CorpSPONSORED ADR216$4.13K<0.1%History
CAJPYCanon IncSPONSORED ADR189$4.10K<0.1%History
AATAmerican Assets Trust, Inc.COM150$3.98K<0.1%History
Invesco Actvely MNGD Etc FD46090F100OPTIMUM YIELD258$3.81K<0.1%–
Polymet MNG Corp731916409COM NEW1,436$3.81K<0.1%–
IEIvanhoe Electric Inc.COM313$3.80K<0.1%History
PIPRPiper Sandler CompaniesCOM28$3.67K<0.1%History
TRMKTrustmark CorpCOM105$3.67K<0.1%History
AIMCAltra Industrial Motion Corp.COM61$3.65K<0.1%History
BBBY20230930-DK-Butterfly-1, Inc.COM1,441$3.62K<0.1%History
OSGOctave Specialty Group IncCOM NEW197$3.44K<0.1%History
ProShares Tr74348A434ULTSHT FTSE EURO268$3.42K<0.1%–
BAPCredicorp LtdCOM25$3.39K<0.1%History
ZUMZZumiez IncCOM151$3.28K<0.1%History
SITCSITE Centers Corp.COM236$3.22K<0.1%History
STRSitio Royalties Corp.CLASS A COM108$3.12K<0.1%History
FREEWhole Earth Brands, Inc.COM CL A762$3.10K<0.1%History
MEIMethode Electronics IncCOM69$3.06K<0.1%History
NKTXNkarta, Inc.COM510$3.06K<0.1%History
EXTRExtreme Networks IncCOM162$2.97K<0.1%History
COMPCompass, Inc.CL A1,248$2.91K<0.1%History
HAYNHaynes International IncCOM NEW63$2.88K<0.1%History
TSEOQTrinseo PLCCOM118$2.68K<0.1%History
KBALKimball International IncCL B400$2.60K<0.1%History
JRVRJames River Group Holdings, Inc.COM124$2.59K<0.1%History