$388 Million is the total value of EverSource Wealth Advisors, LLC's 3363 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 102.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CATO | Exit | CATO CORP NEW CL Astock | $0 | – | -73 | -100.0% | 0.00% | – |
| ALDX | Exit | ALDEYRA THERAPEUTICS INC COMstock | $0 | – | -213 | -100.0% | 0.00% | – |
| DM | Exit | DESKTOP METAL INC COM CL Astock | $0 | – | -180 | -100.0% | 0.00% | – |
| ONLN | Exit | PROSHARES ONLINE RETAIL ETFetf | $0 | – | -30 | -100.0% | 0.00% | – |
| IGR | Exit | CBRE GBL REAL ESTATE INC FD COMcef | $0 | – | 0 | +100.0% | 0.00% | – |
| TBBK | Exit | BANCORP INC DEL COMstock | $0 | – | -51 | -100.0% | 0.00% | – |
| WPM | Exit | WHEATON PRECIOUS METALS CORP COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| KOD | Exit | KODIAK SCIENCES INC COMstock | $0 | – | -40 | -100.0% | 0.00% | – |
| CHIQ | Exit | GLOBAL X MSCI CHINA CONSUMER DISCRETIONARY ETFetf | $0 | – | -50 | -100.0% | 0.00% | – |
| FEVR | Exit | INSPIRE FAITHWARD LARGE CAP MOMENTUM ESG ETFetf | $0 | – | -30 | -100.0% | 0.00% | – |
| HMTV | Exit | HEMISPHERE MEDIA GROUP INC CL Astock | $0 | – | -323 | -100.0% | 0.00% | – |
| NWS | Exit | NEWS CORP NEW CL Bstock | $0 | – | -44 | -100.0% | 0.00% | – |
| Exit | WEBER INC CL Astock | $0 | – | -142 | -100.0% | 0.00% | – | |
| FBC | Exit | FLAGSTAR BANCORP INC COM PAR .001stock | $0 | – | -32 | -100.0% | 0.00% | – |
| Exit | TPG INC COM CL Astock | $0 | – | -2 | -100.0% | 0.00% | – | |
| NVAX | Exit | NOVAVAX INC COM NEWstock | $0 | – | -17 | -100.0% | 0.00% | – |
| AUVI | Exit | APPLIED UV INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| SLQT | Exit | SELECTQUOTE INC COMstock | $0 | – | -259 | -100.0% | 0.00% | – |
| PACB | Exit | PACIFIC BIOSCIENCES CALIF INC COMstock | $0 | – | -113 | -100.0% | 0.00% | – |
| BBIO | Exit | BRIDGEBIO PHARMA INC COMstock | $0 | – | -109 | -100.0% | 0.00% | – |
| NAPA | Exit | DUCKHORN PORTFOLIO INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
| GLRY | Exit | INSPIRE FAITHWARD MID CAP MOMENTUM ESG ETFetf | $0 | – | -31 | -100.0% | 0.00% | – |
| MDYG | Exit | SPDR S&P 400 MID CAP GROWTH ETFetf | $0 | – | -20 | -100.0% | 0.00% | – |
| BAND | Exit | BANDWIDTH INC COM CL Astock | $0 | – | -33 | -100.0% | 0.00% | – |
| ALKT | Exit | ALKAMI TECHNOLOGY INC COMstock | $0 | – | -102 | -100.0% | 0.00% | – |
| ARWR | Exit | ARROWHEAD PHARMACEUTICALS INC COMstock | $0 | – | -97 | -100.0% | -0.00% | – |
| RSI | Exit | RUSH STREET INTERACTIVE INC COMstock | $0 | – | -488 | -100.0% | -0.00% | – |
| UDR | Exit | UDR INC COMreit | $0 | – | -27 | -100.0% | -0.00% | – |
| AUD | Exit | AUDACY INC CL Astock | $0 | – | -1,107 | -100.0% | -0.00% | – |
| INSM | Exit | INSMED INC COM PAR $.01stock | $0 | – | -181 | -100.0% | -0.00% | – |
| EFC | Exit | ELLINGTON FINANCIAL INC COMreit | $0 | – | -315 | -100.0% | -0.00% | – |
| TASK | Exit | TASKUS INC CLASS A COMstock | $0 | – | -140 | -100.0% | -0.00% | – |
| HNST | Exit | HONEST CO INC COMstock | $0 | – | -393 | -100.0% | -0.00% | – |
| CYRX | Exit | CRYOPORT INC COM PAR $0.001stock | $0 | – | -78 | -100.0% | -0.00% | – |
| CARS | Exit | CARS COM INC COMstock | $0 | – | -304 | -100.0% | -0.00% | – |
| FLDM | Exit | STANDARD BIOTOOLS INC COMstock | $0 | – | -917 | -100.0% | -0.00% | – |
| QTWO | Exit | Q2 HLDGS INC COMstock | $0 | – | -80 | -100.0% | -0.00% | – |
| PRVA | Exit | PRIVIA HEALTH GROUP INC COMstock | $0 | – | -79 | -100.0% | -0.00% | – |
| CHGG | Exit | CHEGG INC COMstock | $0 | – | -132 | -100.0% | -0.00% | – |
| PACW | Exit | PACWEST BANCORP DEL COMstock | $0 | – | -67 | -100.0% | -0.00% | – |
| HTRB | Exit | HARTFORD TOTAL RETURN BOND ETFetf | $0 | – | -105 | -100.0% | -0.00% | – |
| THR | Exit | THERMON GROUP HLDGS INC COMstock | $0 | – | -326 | -100.0% | -0.00% | – |
| FTS | Exit | FORTIS INC COMstock | $0 | – | -56 | -100.0% | -0.00% | – |
| MSA | Exit | MSA SAFETY INC COMstock | $0 | – | -40 | -100.0% | -0.00% | – |
| KURA | Exit | KURA ONCOLOGY INC COMstock | $0 | – | -135 | -100.0% | -0.00% | – |
| GLT | Exit | GLATFELTER CORPORATION COMstock | $0 | – | -232 | -100.0% | -0.00% | – |
| ALG | Exit | ALAMO GROUP INC COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| JBSS | Exit | SANFILIPPO JOHN B & SON INC COMstock | $0 | – | -51 | -100.0% | -0.00% | – |
| DBD | Exit | DIEBOLD NIXDORF INC COM STKstock | $0 | – | -331 | -100.0% | -0.00% | – |
| UIHC | Exit | UNITED INS HLDGS CORP COMstock | $0 | – | -984 | -100.0% | -0.00% | – |
| ANF | Exit | ABERCROMBIE & FITCH CO CL Astock | $0 | – | -96 | -100.0% | -0.00% | – |
| SUMO | Exit | SUMO LOGIC INC COMstock | $0 | – | -201 | -100.0% | -0.00% | – |
| AOS | Exit | SMITH A O CORP COMstock | $0 | – | -24 | -100.0% | -0.00% | – |
| AEO | Exit | AMERICAN EAGLE OUTFITTERS INC COMstock | $0 | – | -188 | -100.0% | -0.00% | – |
| DISCK | Exit | DISCOVERY INC COM SER Cstock | $0 | – | -161 | -100.0% | -0.00% | – |
| DNLI | Exit | DENALI THERAPEUTICS INC COMstock | $0 | – | -51 | -100.0% | -0.00% | – |
| NVRO | Exit | NEVRO CORP COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
| CRCT | Exit | CRICUT INC COM CL Astock | $0 | – | -327 | -100.0% | -0.00% | – |
| MLR | Exit | MILLER INDS INC TENN COM NEWstock | $0 | – | -143 | -100.0% | -0.00% | – |
| NTRA | Exit | NATERA INC COMstock | $0 | – | -92 | -100.0% | -0.00% | – |
| TGTX | Exit | TG THERAPEUTICS INC COMstock | $0 | – | -240 | -100.0% | -0.00% | – |
| PRO | Exit | PROS HOLDINGS INC COMstock | $0 | – | -135 | -100.0% | -0.00% | – |
| MRTX | Exit | MIRATI THERAPEUTICS INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
| UBA | Exit | URSTADT BIDDLE PPTYS INC CL Areit | $0 | – | -215 | -100.0% | -0.00% | – |
| ENTA | Exit | ENANTA PHARMACEUTICALS INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
| BZH | Exit | BEAZER HOMES USA INC COM NEWstock | $0 | – | -177 | -100.0% | -0.00% | – |
| IDCC | Exit | INTERDIGITAL INC COMstock | $0 | – | -69 | -100.0% | -0.00% | – |
| SGMO | Exit | SANGAMO THERAPEUTICS INC COMstock | $0 | – | -328 | -100.0% | -0.00% | – |
| NEU | Exit | NEWMARKET CORP COMstock | $0 | – | -5 | -100.0% | -0.00% | – |
| SPBO | Exit | SPDR PORTFOLIO CORPORATE BOND ETFetf | $0 | – | -154 | -100.0% | -0.00% | – |
| CFFN | Exit | CAPITOL FED FINL INC COMstock | $0 | – | -170 | -100.0% | -0.00% | – |
| ADPT | Exit | ADAPTIVE BIOTECHNOLOGIES CORP COMstock | $0 | – | -167 | -100.0% | -0.00% | – |
| IAA | Exit | IAA INC COMstock | $0 | – | -104 | -100.0% | -0.00% | – |
| PATK | Exit | PATRICK INDS INC COMstock | $0 | – | -31 | -100.0% | -0.00% | – |
| LASR | Exit | NLIGHT INC COMstock | $0 | – | -159 | -100.0% | -0.00% | – |
| WW | Exit | WW INTL INC COMstock | $0 | – | -365 | -100.0% | -0.00% | – |
| NARI | Exit | INARI MED INC COMstock | $0 | – | -38 | -100.0% | -0.00% | – |
| INGN | Exit | INOGEN INC COMstock | $0 | – | -62 | -100.0% | -0.00% | – |
| CVNA | Exit | CARVANA CO CL Astock | $0 | – | -15 | -100.0% | -0.00% | – |
| ZNGA | Exit | ZYNGA INC CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| NTLA | Exit | INTELLIA THERAPEUTICS INC COMstock | $0 | – | -44 | -100.0% | -0.00% | – |
| LFUS | Exit | LITTELFUSE INC COMstock | $0 | – | -7 | -100.0% | -0.00% | – |
| IYF | Exit | ISHARES U.S. FINANCIALS ETFetf | $0 | – | -50 | -100.0% | -0.00% | – |
| PRDO | Exit | PERDOCEO ED CORP COMstock | $0 | – | -230 | -100.0% | -0.00% | – |
| INSG | Exit | INSEEGO CORP COMstock | $0 | – | -1,325 | -100.0% | -0.00% | – |
| SPUU | Exit | DIREXION DAILY S&P 500 BULL 2X SHARESetf | $0 | – | -22 | -100.0% | -0.00% | – |
| IVR | Exit | INVESCO MORTGAGE CAPITAL INC COMreit | $0 | – | -2,410 | -100.0% | -0.00% | – |
| MESA | Exit | MESA AIR GROUP INC COM NEWstock | $0 | – | -417 | -100.0% | -0.00% | – |
| TPTX | Exit | TURNING POINT THERAPEUTICS INC COMstock | $0 | – | -92 | -100.0% | -0.00% | – |
| FST | Exit | FAST ACQUISITION CORP COM CL Astock | $0 | – | -528 | -100.0% | -0.00% | – |
| BPMC | Exit | BLUEPRINT MEDICINES CORP COMstock | $0 | – | -81 | -100.0% | -0.00% | – |
| CDNA | Exit | CAREDX INC COMstock | $0 | – | -60 | -100.0% | -0.00% | – |
| WOR | Exit | WORTHINGTON INDS INC COMstock | $0 | – | -96 | -100.0% | -0.00% | – |
| DKS | Exit | DICKS SPORTING GOODS INC COMstock | $0 | – | -16 | -100.0% | -0.00% | – |
| MDB | Exit | MONGODB INC CL Astock | $0 | – | -5 | -100.0% | -0.00% | – |
| CVGI | Exit | COMMERCIAL VEH GROUP INC COMstock | $0 | – | -625 | -100.0% | -0.00% | – |
| NCMI | Exit | NATIONAL CINEMEDIA INC COMstock | $0 | – | -749 | -100.0% | -0.00% | – |
| ARVN | Exit | ARVINAS INC COMstock | $0 | – | -58 | -100.0% | -0.00% | – |
| CRH | Exit | CRH PLC ADRadr | $0 | – | -77 | -100.0% | -0.00% | – |
| RGNX | Exit | REGENXBIO INC COMstock | $0 | – | -70 | -100.0% | -0.00% | – |
| CHUY | Exit | CHUYS HLDGS INC COMstock | $0 | – | -62 | -100.0% | -0.00% | – |
| Exit | FALCON MINERALS CORP CL A COMstock | $0 | – | -434 | -100.0% | -0.00% | – | |
| APEI | Exit | AMERICAN PUB ED INC COMstock | $0 | – | -76 | -100.0% | -0.00% | – |
| RXT | Exit | RACKSPACE TECHNOLOGY INC COMstock | $0 | – | -288 | -100.0% | -0.00% | – |
| AI | Exit | C3 AI INC CL Astock | $0 | – | -69 | -100.0% | -0.00% | – |
| XRX | Exit | XEROX HOLDINGS CORP COM NEWstock | $0 | – | -102 | -100.0% | -0.00% | – |
| IYH | Exit | ISHARES U.S. HEALTHCARE ETFetf | $0 | – | -19 | -100.0% | -0.00% | – |
| STAA | Exit | STAAR SURGICAL CO COM PAR $0.01stock | $0 | – | -36 | -100.0% | -0.00% | – |
| LTRPA | Exit | LIBERTY TRIPADVISOR HLDGS INC COM SER Astock | $0 | – | -1,138 | -100.0% | -0.00% | – |
| FENY | Exit | FIDELITY MSCI ENERGY INDEX ETFetf | $0 | – | -237 | -100.0% | -0.00% | – |
| TVTY | Exit | TIVITY HEALTH INC COMstock | $0 | – | -54 | -100.0% | -0.00% | – |
| PGNY | Exit | PROGYNY INC COMstock | $0 | – | -105 | -100.0% | -0.00% | – |
| EBIX | Exit | EBIX INC COM NEWstock | $0 | – | -106 | -100.0% | -0.00% | – |
| NSTG | Exit | NANOSTRING TECHNOLOGIES INC COMstock | $0 | – | -61 | -100.0% | -0.00% | – |
| IMAX | Exit | IMAX CORP COMstock | $0 | – | -112 | -100.0% | -0.00% | – |
| UPLD | Exit | UPLAND SOFTWARE INC COMstock | $0 | – | -173 | -100.0% | -0.00% | – |
| HFFG | Exit | HF FOODS GROUP INC COMstock | $0 | – | -266 | -100.0% | -0.00% | – |
| EVBG | Exit | EVERBRIDGE INC COMstock | $0 | – | -81 | -100.0% | -0.00% | – |
| TNC | Exit | TENNANT CO COMstock | $0 | – | -31 | -100.0% | -0.00% | – |
| VRCA | Exit | VERRICA PHARMACEUTICALS INC COMstock | $0 | – | -427 | -100.0% | -0.00% | – |
| DXPE | Exit | DXP ENTERPRISES INC COM NEWstock | $0 | – | -71 | -100.0% | -0.00% | – |
| KOP | Exit | KOPPERS HOLDINGS INC COMstock | $0 | – | -63 | -100.0% | -0.00% | – |
| ZUMZ | Exit | ZUMIEZ INC COMstock | $0 | – | -65 | -100.0% | -0.00% | – |
| CNO | Exit | CNO FINL GROUP INC COMstock | $0 | – | -68 | -100.0% | -0.00% | – |
| NKTR | Exit | NEKTAR THERAPEUTICS COMstock | $0 | – | -468 | -100.0% | -0.00% | – |
| FATE | Exit | FATE THERAPEUTICS INC COMstock | $0 | – | -45 | -100.0% | -0.00% | – |
| MPX | Exit | MARINE PRODS CORP COMstock | $0 | – | -159 | -100.0% | -0.00% | – |
| HDB | Exit | HDFC BANK LTD SPONSORED ADSadr | $0 | – | -31 | -100.0% | -0.00% | – |
| FLR | Exit | FLUOR CORP NEW COMstock | $0 | – | -300 | -100.0% | -0.00% | – |
| MGP | Exit | MGM GROWTH PPTYS LLC CL A COMreit | $0 | – | -210 | -100.0% | -0.00% | – |
| CNXN | Exit | PC CONNECTION INC COMstock | $0 | – | -155 | -100.0% | -0.00% | – |
| GO | Exit | GROCERY OUTLET HLDG CORP COMstock | $0 | – | -181 | -100.0% | -0.00% | – |
| SIL | Exit | GLOBAL X SILVER MINERS ETFetf | $0 | – | -165 | -100.0% | -0.00% | – |
| OFIX | Exit | ORTHOFIX MED INC COMstock | $0 | – | -242 | -100.0% | -0.00% | – |
| BCO | Exit | BRINKS CO COMstock | $0 | – | -83 | -100.0% | -0.00% | – |
| EVOP | Exit | EVO PMTS INC CL A COMstock | $0 | – | -244 | -100.0% | -0.00% | – |
| CSII | Exit | CARDIOVASCULAR SYS INC DEL COMstock | $0 | – | -342 | -100.0% | -0.00% | – |
| FAS | Exit | DIREXION DAILY FINANCIAL BULL 3X SHARESetf | $0 | – | -61 | -100.0% | -0.00% | – |
| MPAA | Exit | MOTORCAR PTS AMER INC COMstock | $0 | – | -410 | -100.0% | -0.00% | – |
| ICLR | Exit | ICON PLC SHSstock | $0 | – | -36 | -100.0% | -0.00% | – |
| WING | Exit | WINGSTOP INC COMstock | $0 | – | -64 | -100.0% | -0.00% | – |
| ATRS | Exit | ANTARES PHARMA INC COMstock | $0 | – | -1,352 | -100.0% | -0.00% | – |
| TUP | Exit | TUPPERWARE BRANDS CORP COMstock | $0 | – | -456 | -100.0% | -0.00% | – |
| AKTS | Exit | AKOUSTIS TECHNOLOGIES INC COMstock | $0 | – | -913 | -100.0% | -0.00% | – |
| KRTX | Exit | KARUNA THERAPEUTICS INC COMstock | $0 | – | -50 | -100.0% | -0.00% | – |
| PJT | Exit | PJT PARTNERS INC COM CL Astock | $0 | – | -105 | -100.0% | -0.00% | – |
| CWST | Exit | CASELLA WASTE SYS INC CL Astock | $0 | – | -64 | -100.0% | -0.00% | – |
| HZO | Exit | MARINEMAX INC COMstock | $0 | – | -224 | -100.0% | -0.00% | – |
| PBCT | Exit | PEOPLES UNITED FINANCIAL INC COMstock | $0 | – | -283 | -100.0% | -0.00% | – |
| OPI | Exit | OFFICE PPTYS INCOME TR COM SHS BEN INTreit | $0 | – | -278 | -100.0% | -0.00% | – |
| TREX | Exit | TREX CO INC COMstock | $0 | – | -124 | -100.0% | -0.00% | – |
| OMCL | Exit | OMNICELL COM COMstock | $0 | – | -64 | -100.0% | -0.00% | – |
| ADTN | Exit | ADTRAN INC COMstock | $0 | – | -362 | -100.0% | -0.00% | – |
| MEDP | Exit | MEDPACE HLDGS INC COMstock | $0 | – | -46 | -100.0% | -0.00% | – |
| BEAM | Exit | BEAM THERAPEUTICS INC COMstock | $0 | – | -154 | -100.0% | -0.00% | – |
| INSP | Exit | INSPIRE MED SYS INC COMstock | $0 | – | -32 | -100.0% | -0.00% | – |
| SABR | Exit | SABRE CORP COMstock | $0 | – | -505 | -100.0% | -0.00% | – |
| BLNK | Exit | BLINK CHARGING CO COMstock | $0 | – | -250 | -100.0% | -0.00% | – |
| LITE | Exit | LUMENTUM HLDGS INC COMstock | $0 | – | -95 | -100.0% | -0.00% | – |
| WU | Exit | WESTERN UN CO COMstock | $0 | – | -295 | -100.0% | -0.00% | – |
| MD | Exit | MEDNAX INC COMstock | $0 | – | -330 | -100.0% | -0.00% | – |
| SLAB | Exit | SILICON LABORATORIES INC COMstock | $0 | – | -43 | -100.0% | -0.00% | – |
| CASY | Exit | CASEYS GEN STORES INC COMstock | $0 | – | -33 | -100.0% | -0.00% | – |
| CIBR | Exit | FIRST TRUST NASDAQ CEA CYBERSECURITY ETFetf | $0 | – | -138 | -100.0% | -0.00% | – |
| BGS | Exit | B & G FOODS INC NEW COMstock | $0 | – | -267 | -100.0% | -0.00% | – |
| NTCO | Exit | NATURA &CO HLDG S A ADSadr | $0 | – | -843 | -100.0% | -0.00% | – |
| SPT | Exit | SPROUT SOCIAL INC COM CL Astock | $0 | – | -111 | -100.0% | -0.00% | – |
| HALO | Exit | HALOZYME THERAPEUTICS INC COMstock | $0 | – | -215 | -100.0% | -0.00% | – |
| Exit | SK TELECOM LTD SPONSORED ADRadr | $0 | – | -490 | -100.0% | -0.00% | – | |
| RIGL | Exit | RIGEL PHARMACEUTICALS INC COM NEWstock | $0 | – | -3,869 | -100.0% | -0.00% | – |
| GMAB | Exit | GENMAB A/S SPONSORED ADSadr | $0 | – | -288 | -100.0% | -0.00% | – |
| SCZ | Exit | ISHARES MSCI EAFE SMALL-CAP ETFetf | $0 | – | -173 | -100.0% | -0.00% | – |
| XLU | Exit | UTILITIES SELECT SECTOR SPDR FUNDetf | $0 | – | -130 | -100.0% | -0.00% | – |
| CCMP | Exit | CMC MATERIALS INC COMstock | $0 | – | -52 | -100.0% | -0.00% | – |
| MNRL | Exit | BRIGHAM MINERALS INC CL A COMstock | $0 | – | -512 | -100.0% | -0.00% | – |
| CUBE | Exit | CUBESMART COMreit | $0 | – | -243 | -100.0% | -0.00% | – |
| CLOU | Exit | GLOBAL X CLOUD COMPUTING ETFetf | $0 | – | -448 | -100.0% | -0.00% | – |
| EVRI | Exit | EVERI HLDGS INC COMstock | $0 | – | -613 | -100.0% | -0.00% | – |
| FND | Exit | FLOOR & DECOR HLDGS INC CL Astock | $0 | – | -157 | -100.0% | -0.00% | – |
| VOOG | Exit | VANGUARD S&P 500 GROWTH ETFetf | $0 | – | -44 | -100.0% | -0.00% | – |
| KNSL | Exit | KINSALE CAP GROUP INC COMstock | $0 | – | -46 | -100.0% | -0.00% | – |
| PEGA | Exit | PEGASYSTEMS INC COMstock | $0 | – | -122 | -100.0% | -0.00% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUNDetf | $0 | – | -111 | -100.0% | -0.00% | – |
| SUM | Exit | SUMMIT MATLS INC CL Astock | $0 | – | -319 | -100.0% | -0.00% | – |
| UHT | Exit | UNIVERSAL HEALTH RLTY INCOME T SH BEN INTreit | $0 | – | -163 | -100.0% | -0.00% | – |
| ATRC | Exit | ATRICURE INC COMstock | $0 | – | -202 | -100.0% | -0.00% | – |
| FOE | Exit | FERRO CORP COMstock | $0 | – | -556 | -100.0% | -0.00% | – |
| CELH | Exit | CELSIUS HLDGS INC COM NEWstock | $0 | – | -194 | -100.0% | -0.00% | – |
| MTUM | Exit | ISHARES MSCI USA MOMENTUM FACTOR ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| RBA | Exit | RITCHIE BROS AUCTIONEERS COMstock | $0 | – | -270 | -100.0% | -0.00% | – |
| WWD | Exit | WOODWARD INC COMstock | $0 | – | -120 | -100.0% | -0.00% | – |
| EVH | Exit | EVOLENT HEALTH INC CL Astock | $0 | – | -421 | -100.0% | -0.00% | – |
| XLB | Exit | MATERIALS SELECT SECTOR SPDR FUNDetf | $0 | – | -196 | -100.0% | -0.00% | – |
| PLNT | Exit | PLANET FITNESS INC CL Astock | $0 | – | -189 | -100.0% | -0.00% | – |
| LSCC | Exit | LATTICE SEMICONDUCTOR CORP COMstock | $0 | – | -223 | -100.0% | -0.00% | – |
| ERTH | Exit | INVESCO MSCI SUSTAINABLE FUTURE ETFetf | $0 | – | -303 | -100.0% | -0.01% | – |
| DISCA | Exit | WARNER BROS DISCOVERY INC COM SER Astock | $0 | – | -779 | -100.0% | -0.01% | – |
| FEZ | Exit | SPDR EURO STOXX 50 ETFetf | $0 | – | -462 | -100.0% | -0.01% | – |
| BKLN | Exit | INVESCO SENIOR LOAN ETFetf | $0 | – | -855 | -100.0% | -0.01% | – |
| BBBY | Exit | BED BATH & BEYOND INC COMstock | $0 | – | -919 | -100.0% | -0.01% | – |
| XLRE | Exit | REAL ESTATE SELECT SECTOR SPDR FUNDetf | $0 | – | -412 | -100.0% | -0.01% | – |
| EAT | Exit | BRINKER INTL INC COMstock | $0 | – | -528 | -100.0% | -0.01% | – |
| ISBC | Exit | INVESTORS BANCORP INC NEW COMstock | $0 | – | -1,235 | -100.0% | -0.01% | – |
| CGNX | Exit | COGNEX CORP COMstock | $0 | – | -243 | -100.0% | -0.01% | – |
| REGI | Exit | RENEWABLE ENERGY GROUP INC COM NEWstock | $0 | – | -345 | -100.0% | -0.01% | – |
| FLOW | Exit | SPX FLOW INC COMstock | $0 | – | -255 | -100.0% | -0.01% | – |
| Exit | US ECOLOGY INC COMstock | $0 | – | -474 | -100.0% | -0.01% | – | |
| GTLS | Exit | CHART INDS INC COMstock | $0 | – | -147 | -100.0% | -0.01% | – |
| SVC | Exit | SERVICE PPTYS TR COM SH BEN INTreit | $0 | – | -2,578 | -100.0% | -0.01% | – |
| KBE | Exit | SPDR S&P BANK ETFetf | $0 | – | -517 | -100.0% | -0.01% | – |
| MLPA | Exit | GLOBAL X MLP ETFetf | $0 | – | -643 | -100.0% | -0.01% | – |
| TOTL | Exit | SPDR DOUBLELINE TOTAL RETURN TACTICAL ETFetf | $0 | – | -766 | -100.0% | -0.01% | – |
| HYMB | Exit | SPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETFetf | $0 | – | -614 | -100.0% | -0.01% | – |
| CMP | Exit | COMPASS MINERALS INTL INC COMstock | $0 | – | -592 | -100.0% | -0.01% | – |
| SJNK | Exit | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $0 | – | -1,785 | -100.0% | -0.01% | – |
| SPSB | Exit | SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETFetf | $0 | – | -1,793 | -100.0% | -0.01% | – |
| HYD | Exit | VANECK HIGH YIELD MUNI ETFetf | $0 | – | -1,000 | -100.0% | -0.01% | – |
| SPAB | Exit | SPDR PORTFOLIO AGGREGATE BOND ETFetf | $0 | – | -2,146 | -100.0% | -0.02% | – |
| VUSB | Exit | VANGUARD ULTRA-SHORT BOND ETFetf | $0 | – | -2,068 | -100.0% | -0.03% | – |
| GSK | Exit | GLAXOSMITHKLINE PLC SPONSORED ADRadr | $0 | – | -2,340 | -100.0% | -0.03% | – |
| AZPN | Exit | ASPEN TECHNOLOGY INC COMstock | $0 | – | -3,708 | -100.0% | -0.16% | – |
| BIL | Exit | SPDR BLOOMBERG 1-3 MONTH T-BILL ETFetf | $0 | – | -7,592 | -100.0% | -0.18% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-01
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD FTSE DEVELOPED MARKETS ETF | 8 | Q3 2023 | 5.3% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | 8 | Q3 2023 | 5.1% |
| APPLE INC COM | 8 | Q3 2023 | 3.5% |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | 8 | Q3 2023 | 4.4% |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND | 8 | Q3 2023 | 3.5% |
| VANGUARD S&P 500 ETF | 8 | Q3 2023 | 3.9% |
| VANGUARD GROWTH INDEX FUND | 8 | Q3 2023 | 3.5% |
| I3 VERTICALS INC COM CL A | 8 | Q3 2023 | 3.7% |
| VANGUARD VALUE INDEX FUND | 8 | Q3 2023 | 2.8% |
| MICROSOFT CORP COM | 8 | Q3 2023 | 2.2% |
View EverSource Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-25 |
| 13F-HR/A | 2022-02-17 |
| 13F-HR | 2022-02-07 |
View EverSource Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.