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 |
|---|---|---|---|---|---|---|---|
| APDAir Products & Chemicals, Inc. | Stock | 294 | $84.5K | <0.1% | −36−10.9% | Reduced | History |
| Vanguard Scottsdale FDS92206C680 | VNG RUS1000GRW | 1,342 | $84.4K | <0.1% | +2+0.1% | Added | – |
| SMCISuper Micro Computer, Inc. | COM | 792 | $84.4K | <0.1% | +37+4.9% | Added | History |
| FHIFederated Hermes, Inc. | CL B | 2,102 | $84.4K | <0.1% | +140+7.1% | Added | History |
| VRSNVerisign Inc | COM | 399 | $84.3K | <0.1% | +15+3.9% | Added | History |
| TKCTurkcell Iletisim Hizmetleri A S | SPON ADR NEW | 19,406 | $83.4K | <0.1% | 00.0% | Unchanged | History |
| GDGeneral Dynamics Corp | Stock | 365 | $83.3K | <0.1% | +213+140.1% | Added | History |
| SSBSouthState Bank Corp | COM | 1,166 | $83.1K | <0.1% | +123+11.8% | Added | History |
| EGEverest Group, Ltd. | COM | 231 | $82.7K | <0.1% | +1+0.4% | Added | History |
| SANBanco Santander, S.A. | ADR | 22,313 | $82.3K | <0.1% | +2,100+10.4% | Added | History |
| LCIILci Industries | COM | 749 | $82.3K | <0.1% | +48+6.8% | Added | History |
| NYTNew York Times Co | CL A | 2,114 | $82.2K | <0.1% | +24+1.1% | Added | History |
| GDDYGoDaddy Inc. | CL A | 1,057 | $82.2K | <0.1% | −53−4.8% | Reduced | History |
| SEESealed Air Corp | COM | 1,775 | $81.5K | <0.1% | +288+19.4% | Added | History |
| SYYSysco Corp | Stock | 1,055 | $81.5K | <0.1% | +194+22.5% | Added | History |
| SPSCSPS Commerce Inc | COM | 533 | $81.2K | <0.1% | +17+3.3% | Added | History |
| BF.BBrown Forman Corp | Stock | 1,263 | $81.2K | <0.1% | −153−10.8% | Reduced | History |
| ORANYOrange | SPONSORED ADR | 6,789 | $81.0K | <0.1% | +650+10.6% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 533 | $80.5K | <0.1% | +9+1.7% | Added | – |
| iShares Tr46435U713 | US INFRASTRUC | 2,154 | $80.4K | <0.1% | −112−4.9% | Reduced | – |
| BlackRock ETF Trust09290C509 | ISHA US AWAR ETF | 1,776 | $80.3K | <0.1% | +426+31.6% | Added | – |
| TLKPerusahaan Perseroan Persero PT Telekomunikasi Indonesia TBK | SPONSORED ADR | 2,941 | $80.2K | <0.1% | +2,850+3,131.9% | Added | History |
| TRTNTriton International Ltd | CL A | 1,265 | $80.0K | <0.1% | 00.0% | Unchanged | History |
| RJFRaymond James Financial Inc | COM | 856 | $79.9K | <0.1% | −60−6.6% | Reduced | History |
| MSIMotorola Solutions, Inc. | Stock | 279 | $79.8K | <0.1% | −150−35.0% | Reduced | History |
| MTBM&T Bank Corp | COM | 666 | $79.6K | <0.1% | −53−7.4% | Reduced | History |
| TRPTC Energy Corp | COM | 2,041 | $79.4K | <0.1% | +131+6.9% | Added | History |
| iShares Inc464286764 | MSCI SPAIN ETF | 2,838 | $79.1K | <0.1% | +2,838 | New | – |
| MROMarathon Oil Corp | COM | 3,291 | $78.9K | <0.1% | −386−10.5% | Reduced | History |
| TSNTyson Foods, Inc. | Stock | 1,330 | $78.8K | <0.1% | −448−25.2% | Reduced | History |
| CLColgate Palmolive Co | Stock | 1,039 | $78.1K | <0.1% | −309−22.9% | Reduced | History |
| SJMJ M SMUCKER Co | Stock | 496 | $78.1K | <0.1% | −14−2.7% | Reduced | History |
| UGIUgi Corp | Stock | 2,237 | $77.8K | <0.1% | −400−15.2% | Reduced | History |
| WBDWarner Bros. Discovery, Inc. | Stock | 5,101 | $77.0K | <0.1% | −374−6.8% | Reduced | History |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 775 | $76.9K | <0.1% | −51−6.2% | Reduced | – |
| PSAPublic Storage | COM | 250 | $75.7K | <0.1% | +60+31.6% | Added | History |
| GHCGraham Holdings Co | COM CL B | 127 | $75.7K | <0.1% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 1,674 | $75.3K | <0.1% | −331−16.5% | Reduced | History |
| WPCW. P. Carey Inc. | COM | 972 | $75.3K | <0.1% | −6,326−86.7% | Reduced | History |
| FTVFortive Corp | Stock | 1,104 | $75.3K | <0.1% | −11−1.0% | Reduced | History |
| FOXAFox Corp | CL A COM | 2,199 | $74.9K | <0.1% | +323+17.2% | Added | History |
| FCFSFirstCash Holdings, Inc. | COM | 784 | $74.8K | <0.1% | +6+0.8% | Added | History |
| BLDRBuilders FirstSource, Inc. | Stock | 838 | $74.4K | <0.1% | +49+6.2% | Added | History |
| CPRTCopart Inc | COM | 987 | $74.2K | <0.1% | −4,643−82.5% | Reduced | History |
| WisdomTree Tr97717W505 | US MIDCAP DIVID | 1,810 | $74.2K | <0.1% | 00.0% | Unchanged | – |
| PEGPublic Service Enterprise Group Inc | COM | 1,187 | $74.1K | <0.1% | +145+13.9% | Added | History |
| MPWRMonolithic Power Systems, Inc. | COM | 148 | $74.1K | <0.1% | +6+4.2% | Added | History |
| HUNHuntsman CORP | COM | 2,687 | $73.5K | <0.1% | +120+4.7% | Added | History |
| DDominion Energy, Inc | Stock | 1,313 | $73.4K | <0.1% | −766−36.8% | Reduced | History |
| AXSAxis Capital Holdings Ltd | SHS | 1,347 | $73.4K | <0.1% | +23+1.7% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 608 | $72.5K | <0.1% | +486+398.4% | Added | History |
| Innovator U.S. Equity Power Buffer ETF - October45782C797 | ETF | 2,292 | $72.5K | <0.1% | 00.0% | Unchanged | – |
| WYNNWynn Resorts Ltd | COM | 646 | $72.3K | <0.1% | +493+322.2% | Added | History |
| OHIOmega Healthcare Investors Inc | COM | 2,634 | $72.2K | <0.1% | +974+58.7% | Added | History |
| VIVTelefonica Brasil S.A. | SPONSORED ADS | 9,532 | $72.2K | <0.1% | +260+2.8% | Added | History |
| iShares Inc464286103 | MSCI AUST ETF | 3,141 | $72.1K | <0.1% | +3,110+10,032.3% | Added | – |
| WYWeyerhaeuser Co | COM NEW | 2,390 | $72.0K | <0.1% | −17−0.7% | Reduced | History |
| LEALear Corp | COM NEW | 516 | $72.0K | <0.1% | +91+21.4% | Added | History |
| BDXBecton Dickinson & Co | Stock | 290 | $72.0K | <0.1% | −29−9.1% | Reduced | History |
| iShares Tr46436E767 | ESG MSCI USA ETF | 2,167 | $71.7K | <0.1% | −46−2.1% | Reduced | – |
| CARAvis Budget Group, Inc. | COM | 367 | $71.5K | <0.1% | −14−3.7% | Reduced | History |
| LXPLXP Industrial Trust | COM | 6,932 | $71.5K | <0.1% | +720+11.6% | Added | History |
| OTEXOpen Text Corp | COM | 1,839 | $70.9K | <0.1% | +137+8.0% | Added | History |
| AMAntero Midstream Corp | Stock | 6,745 | $70.8K | <0.1% | −73−1.1% | Reduced | History |
| HSYHershey Co | COM | 278 | $70.7K | <0.1% | +9+3.3% | Added | History |
| SYFSynchrony Financial | COM | 2,430 | $70.7K | <0.1% | −657−21.3% | Reduced | History |
| BXSLBlackstone Secured Lending Fund | COMMON STOCK | 2,813 | $70.1K | <0.1% | −31,017−91.7% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 488 | $70.1K | <0.1% | −4−0.8% | Reduced | History |
| ABBNYABB Ltd | SPONSORED ADR | 2,037 | $69.9K | <0.1% | −302−12.9% | Reduced | History |
| Legg Mason ETF Invt52468L406 | FRANKLIN US LOW | 1,865 | $69.5K | <0.1% | 00.0% | Unchanged | – |
| CMSCMS Energy Corp | COM | 1,117 | $68.6K | <0.1% | +114+11.4% | Added | History |
| EQTEQT Corp | Stock | 2,149 | $68.6K | <0.1% | +907+73.0% | Added | History |
| ORIOld Republic International Corp | COM | 2,741 | $68.4K | <0.1% | +118+4.5% | Added | History |
| HEI.AHeico Corp | CL A | 502 | $68.3K | <0.1% | −7−1.4% | Reduced | History |
| GLPIGaming & Leisure Properties, Inc. | COM | 1,303 | $67.8K | <0.1% | +133+11.4% | Added | History |
| COOKTraeger, Inc. | COMMON STOCK | 16,500 | $67.8K | <0.1% | 00.0% | Unchanged | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 866 | $67.5K | <0.1% | −269−23.7% | Reduced | – |
| LOPEGrand Canyon Education, Inc. | COM | 590 | $67.2K | <0.1% | +18+3.1% | Added | History |
| iShares Tr46436E601 | ESG MSCI EM LDRS | 1,467 | $66.8K | <0.1% | 00.0% | Unchanged | – |
| PPLIPeople Inc | COM NEW | 1,282 | $66.2K | <0.1% | −145−10.2% | Reduced | History |
| EMREmerson Electric Co | Stock | 758 | $66.1K | <0.1% | +116+18.1% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 1,165 | $65.8K | <0.1% | +341+41.4% | Added | History |
| Advisorshares Ranger Equity Bear ETF00768Y883 | CEF | 2,581 | $65.6K | <0.1% | +1,420+122.3% | Added | – |
| PNCPNC Financial Services Group, Inc. | Stock | 516 | $65.6K | <0.1% | −230−30.8% | Reduced | History |
| WECWec Energy Group, Inc. | Stock | 688 | $65.2K | <0.1% | +73+11.9% | Added | History |
| TXTernium S.A. | SPONSORED ADS | 1,577 | $65.1K | <0.1% | +112+7.6% | Added | History |
| LOGILogitech International S.A. | SHS | 1,119 | $65.0K | <0.1% | −1,046−48.3% | Reduced | History |
| METMetlife Inc | Stock | 1,118 | $64.8K | <0.1% | −196−14.9% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 4,518 | $64.7K | <0.1% | 00.0% | Unchanged | History |
| TRNTrinity Industries Inc | COM | 2,649 | $64.5K | <0.1% | +36+1.4% | Added | History |
| MPLXMPLX LP | COM UNIT REP LTD | 1,865 | $64.2K | <0.1% | −2,833−60.3% | Reduced | History |
| ADSKAutodesk, Inc. | COM | 308 | $64.1K | <0.1% | −6−1.9% | Reduced | History |
| GRCGorman Rupp Co | COM | 2,549 | $63.7K | <0.1% | −191−7.0% | Reduced | History |
| ILMNIllumina, Inc. | COM | 274 | $63.7K | <0.1% | +80+41.2% | Added | History |
| AEGAegon Ltd. | NY REGISTRY SHS | 14,753 | $63.4K | <0.1% | +248+1.7% | Added | History |
| Invesco Exchange Traded FD T46137V738 | LARGE CAP VALUE | 1,400 | $63.4K | <0.1% | +350+33.3% | Added | – |
| BNBROOKFIELD Corp | CL A LTD VT SH | 1,944 | $63.4K | <0.1% | +134+7.4% | Added | History |
| BGBunge Global SA | COM | 663 | $63.3K | <0.1% | +24+3.8% | Added | History |
| SMPLSimply Good Foods Co | COM | 1,591 | $63.3K | <0.1% | −15−0.9% | Reduced | History |
| EXPDExpeditors International of Washington Inc | COM | 573 | $63.1K | <0.1% | −6−1.0% | Reduced | 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 |