$803 Million is the total value of EverSource Wealth Advisors, LLC's 4762 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 103.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EPAC | Exit | ENERPAC TOOL GROUP CORP CL A COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
| UPST | Exit | UPSTART HLDGS INC COMstock | $0 | – | -95 | -100.0% | 0.00% | – |
| ESEA | Exit | EUROSEAS LTD SHSstock | $0 | – | -27 | -100.0% | 0.00% | – |
| GRWG | Exit | GROWGENERATION CORP COMstock | $0 | – | -567 | -100.0% | 0.00% | – |
| MTW | Exit | MANITOWOC CO INC COM NEWstock | $0 | – | -216 | -100.0% | 0.00% | – |
| MGNI | Exit | MAGNITE INC COMstock | $0 | – | -206 | -100.0% | 0.00% | – |
| Exit | SITIO ROYALTIES CORP CLASS A COMstock | $0 | – | -108 | -100.0% | 0.00% | – | |
| TSP | Exit | TUSIMPLE HLDGS INC CL Astock | $0 | – | -866 | -100.0% | 0.00% | – |
| PCN | Exit | PIMCO CORPORATE & INCM STRG FD COMcef | $0 | – | -17 | -100.0% | 0.00% | – |
| GLDD | Exit | GREAT LAKES DREDGE & DOCK CORP COMstock | $0 | – | -383 | -100.0% | 0.00% | – |
| GRIN | Exit | GRINDROD SHIPPING HOLDINGS LTD SHSstock | $0 | – | -24 | -100.0% | 0.00% | – |
| JACK | Exit | JACK IN THE BOX INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
| KWR | Exit | QUAKER HOUGHTON COMstock | $0 | – | -15 | -100.0% | 0.00% | – |
| OSUR | Exit | ORASURE TECHNOLOGIES INC COMstock | $0 | – | -505 | -100.0% | 0.00% | – |
| KNOP | Exit | KNOT OFFSHORE PARTNERS LP COM UNITSstock | $0 | – | -53 | -100.0% | 0.00% | – |
| SEEL | Exit | SEELOS THERAPEUTICS INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| ATOM | Exit | ATOMERA INC COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| Exit | WEWORK INC CL Astock | $0 | – | -1,492 | -100.0% | 0.00% | – | |
| U | Exit | UNITY SOFTWARE INC COMstock | $0 | – | -44 | -100.0% | 0.00% | – |
| AVAV | Exit | AEROVIRONMENT INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
| SI | Exit | SILVERGATE CAP CORP CL Astock | $0 | – | -77 | -100.0% | 0.00% | – |
| MD | Exit | PEDIATRIX MEDICAL GROUP INC COMstock | $0 | – | -62 | -100.0% | 0.00% | – |
| VREX | Exit | VAREX IMAGING CORP COMstock | $0 | – | -85 | -100.0% | 0.00% | – |
| Exit | TRINSEO PLC SHSstock | $0 | – | -118 | -100.0% | 0.00% | – | |
| Exit | CELULARITY INC COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – | |
| FRPH | Exit | FRP HLDGS INC COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
| PSMT | Exit | PRICESMART INC COMstock | $0 | – | -41 | -100.0% | 0.00% | – |
| Exit | UNITED MARITIME CORPORATION COMstock | $0 | – | -126 | -100.0% | 0.00% | – | |
| AMRX | Exit | AMNEAL PHARMACEUTICALS INC COM STK CL Astock | $0 | – | -671 | -100.0% | 0.00% | – |
| FCBC | Exit | FIRST CMNTY BANKSHARES INC VA COMstock | $0 | – | -28 | -100.0% | 0.00% | – |
| PAR | Exit | PAR TECHNOLOGY CORP COMstock | $0 | – | -68 | -100.0% | 0.00% | – |
| DXPE | Exit | DXP ENTERPRISES INC COM NEWstock | $0 | – | -53 | -100.0% | 0.00% | – |
| PPC | Exit | PILGRIMS PRIDE CORP COMstock | $0 | – | -39 | -100.0% | 0.00% | – |
| SWIR | Exit | SIERRA WIRELESS INC COMstock | $0 | – | -17 | -100.0% | 0.00% | – |
| ANIK | Exit | ANIKA THERAPEUTICS INC COMstock | $0 | – | -71 | -100.0% | 0.00% | – |
| IWX | Exit | ISHARES RUSSELL TOP 200 VALUE ETFetf | $0 | – | -9 | -100.0% | 0.00% | – |
| EIG | Exit | EMPLOYERS HLDGS INC COMstock | $0 | – | -39 | -100.0% | 0.00% | – |
| AKTS | Exit | AKOUSTIS TECHNOLOGIES INC COMstock | $0 | – | -456 | -100.0% | 0.00% | – |
| FLNG | Exit | FLEX LNG LTD SHSstock | $0 | – | -15 | -100.0% | 0.00% | – |
| MOFG | Exit | MIDWESTONE FINL GROUP INC NEW COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
| JRVR | Exit | JAMES RIV GROUP LTD COMstock | $0 | – | -124 | -100.0% | 0.00% | – |
| Exit | BRC INC COM CL Astock | $0 | – | -5 | -100.0% | 0.00% | – | |
| MUSA | Exit | MURPHY USA INC COMstock | $0 | – | -3 | -100.0% | 0.00% | – |
| IGACW | Exit | IG ACQUISITION CORP WT EXP 100527stock | $0 | – | -500 | -100.0% | 0.00% | – |
| EXTR | Exit | EXTREME NETWORKS COMstock | $0 | – | -162 | -100.0% | 0.00% | – |
| CCNE | Exit | CNB FINL CORP PA COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
| CUBI | Exit | CUSTOMERS BANCORP INC COMstock | $0 | – | -51 | -100.0% | 0.00% | – |
| FUBO | Exit | FUBOTV INC COMstock | $0 | – | -821 | -100.0% | 0.00% | – |
| BOOT | Exit | BOOT BARN HLDGS INC COMstock | $0 | – | -25 | -100.0% | 0.00% | – |
| BRFS | Exit | BRF SA SPONSORED ADRadr | $0 | – | -376 | -100.0% | 0.00% | – |
| HCAT | Exit | HEALTH CATALYST INC COMstock | $0 | – | -26 | -100.0% | 0.00% | – |
| AKBA | Exit | AKEBIA THERAPEUTICS INC COMstock | $0 | – | -1,250 | -100.0% | 0.00% | – |
| IVH | Exit | DELAWARE IVY HIGH INCOME OPPO COMcef | $0 | – | -15 | -100.0% | 0.00% | – |
| TPC | Exit | TUTOR PERINI CORP COMstock | $0 | – | -244 | -100.0% | 0.00% | – |
| LPI | Exit | VITAL ENERGY INC COMstock | $0 | – | -31 | -100.0% | 0.00% | – |
| RBB | Exit | RBB BANCORP COMstock | $0 | – | -41 | -100.0% | 0.00% | – |
| AR | Exit | ANTERO RESOURCES CORP COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| CAL | Exit | CALERES INC COMstock | $0 | – | -97 | -100.0% | 0.00% | – |
| LASR | Exit | NLIGHT INC COMstock | $0 | – | -143 | -100.0% | 0.00% | – |
| HMN | Exit | HORACE MANN EDUCATORS CORP NEW COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| MFC | Exit | MANULIFE FINL CORP COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
| CMTL | Exit | COMTECH TELECOMMUNICATIONS CP COM NEWstock | $0 | – | -168 | -100.0% | 0.00% | – |
| TCBI | Exit | TEXAS CAP BANCSHARES INC COMstock | $0 | – | -21 | -100.0% | 0.00% | – |
| PRPL | Exit | PURPLE INNOVATION INC COMstock | $0 | – | -299 | -100.0% | 0.00% | – |
| GKOS | Exit | GLAUKOS CORP COMstock | $0 | – | -45 | -100.0% | 0.00% | – |
| SPFI | Exit | SOUTH PLAINS FINANCIAL INC COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| OFIX | Exit | ORTHOFIX MED INC COMstock | $0 | – | -49 | -100.0% | 0.00% | – |
| ADMP | Exit | ADAMIS PHARMACEUTICALS CORP COM NEWstock | $0 | – | -620 | -100.0% | 0.00% | – |
| PARR | Exit | PAR PAC HOLDINGS INC COM NEWstock | $0 | – | -105 | -100.0% | 0.00% | – |
| BNGO | Exit | BIONANO GENOMICS INC COMstock | $0 | – | -100 | -100.0% | 0.00% | – |
| RFP | Exit | RESOLUTE FST PRODS INC COMstock | $0 | – | -45 | -100.0% | 0.00% | – |
| OPRT | Exit | OPORTUN FINL CORP COMstock | $0 | – | -304 | -100.0% | 0.00% | – |
| EWQ | Exit | ISHARES MSCI FRANCE ETFetf | $0 | – | -25 | -100.0% | 0.00% | – |
| SKT | Exit | TANGER FACTORY OUTLET CTRS INC COMreit | $0 | – | -101 | -100.0% | 0.00% | – |
| ACCD | Exit | ACCOLADE INC COMstock | $0 | – | -294 | -100.0% | 0.00% | – |
| MVIS | Exit | MICROVISION INC DEL COM NEWstock | $0 | – | -767 | -100.0% | 0.00% | – |
| REX | Exit | REX AMERICAN RES CORP COMstock | $0 | – | -61 | -100.0% | 0.00% | – |
| CTS | Exit | CTS CORP COMstock | $0 | – | -65 | -100.0% | 0.00% | – |
| FVE | Exit | ALERISLIFE INC COM NEWstock | $0 | – | -1 | -100.0% | 0.00% | – |
| EWC | Exit | ISHARES MSCI CANADA ETFetf | $0 | – | -26 | -100.0% | 0.00% | – |
| CIXX | Exit | CI FINL CORP COMstock | $0 | – | -52 | -100.0% | 0.00% | – |
| EVGO | Exit | EVGO INC CL A COMstock | $0 | – | -380 | -100.0% | 0.00% | – |
| TTSH | Exit | TILE SHOP HLDGS INC COMstock | $0 | – | -436 | -100.0% | 0.00% | – |
| GLT | Exit | GLATFELTER CORPORATION COMstock | $0 | – | 0 | +100.0% | 0.00% | – |
| CVGW | Exit | CALAVO GROWERS INC COMstock | $0 | – | -56 | -100.0% | 0.00% | – |
| OR | Exit | OSISKO GOLD ROYALTIES LTD COMstock | $0 | – | -69 | -100.0% | 0.00% | – |
| CANO | Exit | CANO HEALTH INC COM CL Astock | $0 | – | 0 | +100.0% | 0.00% | – |
| CPSH | Exit | CPS TECHNOLOGIES CORP COMstock | $0 | – | -50 | -100.0% | 0.00% | – |
| ULCC | Exit | FRONTIER GROUP HLDGS INC COMstock | $0 | – | -180 | -100.0% | 0.00% | – |
| CRNT | Exit | CERAGON NETWORKS LTD ORDstock | $0 | – | -125 | -100.0% | 0.00% | – |
| DCT | Exit | DUCK CREEK TECHNOLOGIES INC SHSstock | $0 | – | -117 | -100.0% | 0.00% | – |
| CMPR | Exit | CIMPRESS PLC SHS EUROstock | $0 | – | -80 | -100.0% | 0.00% | – |
| NXRT | Exit | NEXPOINT RESIDENTIAL TR INC COMreit | $0 | – | -43 | -100.0% | 0.00% | – |
| VRYYF | Exit | THE VERY GOOD FOOD CO INC COMstock | $0 | – | -1,000 | -100.0% | 0.00% | – |
| ASAI | Exit | SENDAS DISTRIBUIDORA S A SPON ADSadr | $0 | – | -27 | -100.0% | 0.00% | – |
| AMWL | Exit | AMERICAN WELL CORP CL Astock | $0 | – | -595 | -100.0% | 0.00% | – |
| TCX | Exit | TUCOWS INC COM NEWstock | $0 | – | -73 | -100.0% | 0.00% | – |
| Exit | SIGMA LITHIUM CORPORATION COMstock | $0 | – | -18 | -100.0% | 0.00% | – | |
| ZOM | Exit | ZOMEDICA CORP COMstock | $0 | – | -300 | -100.0% | 0.00% | – |
| MEI | Exit | METHODE ELECTRS INC COMstock | $0 | – | -69 | -100.0% | 0.00% | – |
| ERX | Exit | DIREXION DAILY ENERGY BULL 2X SHARESetf | $0 | – | -4 | -100.0% | 0.00% | – |
| FNV | Exit | FRANCO NEV CORP COMstock | $0 | – | -16 | -100.0% | 0.00% | – |
| MPLN | Exit | MULTIPLAN CORPORATION COMstock | $0 | – | -953 | -100.0% | 0.00% | – |
| TEF | Exit | TELEFONICA S A SPONSORED ADRadr | $0 | – | 0 | +100.0% | 0.00% | – |
| AGLY | Exit | AGILITI INC COMstock | $0 | – | -58 | -100.0% | 0.00% | – |
| PETQ | Exit | PETIQ INC COM CL Astock | $0 | – | -198 | -100.0% | 0.00% | – |
| TILE | Exit | INTERFACE INC COMstock | $0 | – | -96 | -100.0% | 0.00% | – |
| CPE | Exit | CALLON PETE CO DEL COMstock | $0 | – | -68 | -100.0% | 0.00% | – |
| SMP | Exit | STANDARD MTR PRODS INC COMstock | $0 | – | -65 | -100.0% | 0.00% | – |
| TGRW | Exit | T. ROWE PRICE GROWTH STOCK ETFetf | $0 | – | 0 | +100.0% | 0.00% | – |
| EWU | Exit | ISHARES MSCI UNITED KINGDOM ETFetf | $0 | – | -25 | -100.0% | 0.00% | – |
| CSII | Exit | CARDIOVASCULAR SYS INC DEL COMstock | $0 | – | -109 | -100.0% | 0.00% | – |
| DFIN | Exit | DONNELLEY FINL SOLUTIONS INC COMstock | $0 | – | -55 | -100.0% | 0.00% | – |
| HAYN | Exit | HAYNES INTL INC COM NEWstock | $0 | – | -63 | -100.0% | 0.00% | – |
| IGSB | Exit | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFetf | $0 | – | -27 | -100.0% | 0.00% | – |
| VIR | Exit | VIR BIOTECHNOLOGY INC COMstock | $0 | – | -20 | -100.0% | 0.00% | – |
| VBTX | Exit | VERITEX HLDGS INC COMstock | $0 | – | -49 | -100.0% | 0.00% | – |
| VNDA | Exit | VANDA PHARMACEUTICALS INC COMstock | $0 | – | -92 | -100.0% | 0.00% | – |
| CMPS | Exit | COMPASS PATHWAYS PLC SPONSORED ADSadr | $0 | – | -175 | -100.0% | 0.00% | – |
| WKHS | Exit | WORKHORSE GROUP INC COM NEWstock | $0 | – | -111 | -100.0% | 0.00% | – |
| GCO | Exit | GENESCO INC COMstock | $0 | – | -33 | -100.0% | 0.00% | – |
| LYFT | Exit | LYFT INC CL A COMstock | $0 | – | -113 | -100.0% | 0.00% | – |
| FREE | Exit | WHOLE EARTH BRANDS INC COM CL Astock | $0 | – | -762 | -100.0% | 0.00% | – |
| EGRX | Exit | EAGLE PHARMACEUTICALS INC COMstock | $0 | – | -57 | -100.0% | 0.00% | – |
| COMP | Exit | COMPASS INC CL Astock | $0 | – | -1,248 | -100.0% | 0.00% | – |
| BFLY | Exit | BUTTERFLY NETWORK INC COM CL Astock | $0 | – | -571 | -100.0% | 0.00% | – |
| Exit | CADENCE BANK COMstock | $0 | – | 0 | +100.0% | 0.00% | – | |
| SCHL | Exit | SCHOLASTIC CORP COMstock | $0 | – | -56 | -100.0% | 0.00% | – |
| Exit | CYXTERA TECHNOLOGIES INC COM CL Astock | $0 | – | -970 | -100.0% | 0.00% | – | |
| EMLP | Exit | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUNDetf | $0 | – | -60 | -100.0% | 0.00% | – |
| STNG | Exit | SCORPIO TANKERS INC SHSstock | $0 | – | -10 | -100.0% | 0.00% | – |
| CPSI | Exit | COMPUTER PROGRAMS & SYS INC COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
| Exit | WEBER INC CL Astock | $0 | – | -176 | -100.0% | 0.00% | – | |
| SHEN | Exit | SHENANDOAH TELECOMMUNICATIONS COMstock | $0 | – | -76 | -100.0% | 0.00% | – |
| ZUMZ | Exit | ZUMIEZ INC COMstock | $0 | – | -151 | -100.0% | 0.00% | – |
| SENS | Exit | SENSEONICS HLDGS INC COMstock | $0 | – | -200 | -100.0% | 0.00% | – |
| AMWD | Exit | AMERICAN WOODMARK CORPORATION COMstock | $0 | – | -36 | -100.0% | 0.00% | – |
| NKTX | Exit | NKARTA INC COMstock | $0 | – | -510 | -100.0% | 0.00% | – |
| AVID | Exit | AVID TECHNOLOGY INC COMstock | $0 | – | -59 | -100.0% | 0.00% | – |
| KBAL | Exit | KIMBALL INTL INC CL Bstock | $0 | – | -400 | -100.0% | 0.00% | – |
| UTL | Exit | UNITIL CORP COMstock | $0 | – | -47 | -100.0% | 0.00% | – |
| CCBG | Exit | CAPITAL CITY BK GROUP INC COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| VET | Exit | VERMILION ENERGY INC COMstock | $0 | – | -29 | -100.0% | 0.00% | – |
| HYEM | Exit | VANECK EMERGING MARKETS HIGH YIELD BOND ETFetf | $0 | – | -91 | -100.0% | 0.00% | – |
| XPEV | Exit | XPENG INC ADSadr | $0 | – | -120 | -100.0% | 0.00% | – |
| ZNH | Exit | CHINA SOUTHERN AIRLINES CO LTD SPON ADR CL Hadr | $0 | – | -50 | -100.0% | 0.00% | – |
| VSH | Exit | VISHAY INTERTECHNOLOGY INC COMstock | $0 | – | -30 | -100.0% | 0.00% | – |
| ABCB | Exit | AMERIS BANCORP COMstock | $0 | – | -104 | -100.0% | -0.00% | – |
| Exit | CONSENSUS CLOUD SOLUTIONS INC COMstock | $0 | – | -93 | -100.0% | -0.00% | – | |
| TRMK | Exit | TRUSTMARK CORP COMstock | $0 | – | -105 | -100.0% | -0.00% | – |
| BMBL | Exit | BUMBLE INC COM CL Astock | $0 | – | -200 | -100.0% | -0.00% | – |
| Exit | ALLBIRDS INC COM CL Astock | $0 | – | -3,130 | -100.0% | -0.00% | – | |
| PRN | Exit | INVESCO DWA INDUSTRIALS MOMENTUM ETFetf | $0 | – | -100 | -100.0% | -0.00% | – |
| PLM | Exit | POLYMET MNG CORP COM NEWstock | $0 | – | -1,436 | -100.0% | -0.00% | – |
| SWIM | Exit | LATHAM GROUP INC COMstock | $0 | – | -2,432 | -100.0% | -0.00% | – |
| JNK | Exit | SPDR BLOOMBERG HIGH YIELD BOND ETFetf | $0 | – | -49 | -100.0% | -0.00% | – |
| FRO | Exit | FRONTLINE PLC COMstock | $0 | – | -311 | -100.0% | -0.00% | – |
| PIPR | Exit | PIPER SANDLER COMPANIES COMstock | $0 | – | -28 | -100.0% | -0.00% | – |
| SBI | Exit | WESTERN ASSET INTER MUNI FD IN COMcef | $0 | – | -640 | -100.0% | -0.00% | – |
| OPEN | Exit | OPENDOOR TECHNOLOGIES INC COMstock | $0 | – | -4,860 | -100.0% | -0.00% | – |
| POWL | Exit | POWELL INDS INC COMstock | $0 | – | -175 | -100.0% | -0.00% | – |
| NFE | Exit | NEW FORTRESS ENERGY INC COM CL Astock | $0 | – | -115 | -100.0% | -0.00% | – |
| HXL | Exit | HEXCEL CORP NEW COMstock | $0 | – | -122 | -100.0% | -0.00% | – |
| Exit | ARIS WATER SOLUTIONS INC CLASS A COMstock | $0 | – | -455 | -100.0% | -0.00% | – | |
| GRFS | Exit | GRIFOLS S A SP ADR REP B NVTadr | $0 | – | -617 | -100.0% | -0.00% | – |
| HACK | Exit | ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUNDetf | $0 | – | -100 | -100.0% | -0.00% | – |
| FFWM | Exit | FIRST FNDTN INC COMstock | $0 | – | -417 | -100.0% | -0.00% | – |
| NEWR | Exit | NEW RELIC INC COMstock | $0 | – | -175 | -100.0% | -0.00% | – |
| LPSN | Exit | LIVEPERSON INC COMstock | $0 | – | -451 | -100.0% | -0.00% | – |
| FSP | Exit | FRANKLIN STR PPTYS CORP COMreit | $0 | – | -2,090 | -100.0% | -0.00% | – |
| SJNK | Exit | SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETFetf | $0 | – | -217 | -100.0% | -0.00% | – |
| PDBC | Exit | INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFetf | $0 | – | -258 | -100.0% | -0.00% | – |
| CFA | Exit | VICTORYSHARES US 500 VOLATILITY WTD ETFetf | $0 | – | -80 | -100.0% | -0.00% | – |
| NOBL | Exit | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFetf | $0 | – | -110 | -100.0% | -0.00% | – |
| Exit | IVANHOE ELECTRIC INC COMstock | $0 | – | -313 | -100.0% | -0.00% | – | |
| RPAY | Exit | REPAY HLDGS CORP COM CL Astock | $0 | – | -589 | -100.0% | -0.00% | – |
| COUP | Exit | COUPA SOFTWARE INC COMstock | $0 | – | -95 | -100.0% | -0.00% | – |
| EPV | Exit | PROSHARES ULTRASHORT FTSE EUROPEetf | $0 | – | -268 | -100.0% | -0.00% | – |
| PDI | Exit | PIMCO DYNAMIC INCOME FD SHScef | $0 | – | -400 | -100.0% | -0.00% | – |
| Exit | TOAST INC CL Astock | $0 | – | -254 | -100.0% | -0.00% | – | |
| RM | Exit | REGIONAL MGMT CORP COMstock | $0 | – | -299 | -100.0% | -0.00% | – |
| NFBK | Exit | NORTHFIELD BANCORP INC DEL COMstock | $0 | – | -346 | -100.0% | -0.00% | – |
| AMBC | Exit | AMBAC FINL GROUP INC COM NEWstock | $0 | – | -197 | -100.0% | -0.00% | – |
| BAP | Exit | CREDICORP LTD COMstock | $0 | – | -25 | -100.0% | -0.00% | – |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC COMstock | $0 | – | -443 | -100.0% | -0.00% | – |
| Exit | INVESCO MORTGAGE CAPITAL INC COMreit | $0 | – | -489 | -100.0% | -0.00% | – | |
| FBMS | Exit | FIRST BANCSHARES INC MS COMstock | $0 | – | -152 | -100.0% | -0.00% | – |
| BBBY | Exit | BED BATH & BEYOND INC COMstock | $0 | – | -1,441 | -100.0% | -0.00% | – |
| TAL | Exit | TAL EDUCATION GROUP SPONSORED ADSadr | $0 | – | -894 | -100.0% | -0.00% | – |
| QUS | Exit | SPDR MSCI USA STRATEGICFACTORS ETFetf | $0 | – | -71 | -100.0% | -0.00% | – |
| NOG | Exit | NORTHERN OIL AND GAS INC MN COMstock | $0 | – | -158 | -100.0% | -0.00% | – |
| FBT | Exit | FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUNDetf | $0 | – | -62 | -100.0% | -0.00% | – |
| CAJ | Exit | CANON INC SPONSORED ADRadr | $0 | – | -189 | -100.0% | -0.00% | – |
| WB | Exit | WEIBO CORP SPONSORED ADRadr | $0 | – | -216 | -100.0% | -0.00% | – |
| BHLB | Exit | BERKSHIRE HILLS BANCORP INC COMstock | $0 | – | -246 | -100.0% | -0.00% | – |
| Exit | MICRO FOCUS INTL PLC SPON ADR NEWadr | $0 | – | -1,344 | -100.0% | -0.00% | – | |
| WLDN | Exit | WILLDAN GROUP INC COMstock | $0 | – | -426 | -100.0% | -0.00% | – |
| KNBE | Exit | KNOWBE4 INC CL Astock | $0 | – | -183 | -100.0% | -0.00% | – |
| AAT | Exit | AMERICAN ASSETS TR INC COMreit | $0 | – | -150 | -100.0% | -0.00% | – |
| RDFN | Exit | REDFIN CORP COMstock | $0 | – | -1,149 | -100.0% | -0.00% | – |
| USHY | Exit | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETFetf | $0 | – | -327 | -100.0% | -0.00% | – |
| ATUS | Exit | ALTICE USA INC CL Astock | $0 | – | -2,311 | -100.0% | -0.00% | – |
| DGL | Exit | INVESCO DB GOLD FUNDetf | $0 | – | -227 | -100.0% | -0.00% | – |
| Exit | SIMPLIFY MANAGED FUTURES STRATEGY ETFetf | $0 | – | -459 | -100.0% | -0.00% | – | |
| UPLD | Exit | UPLAND SOFTWARE INC COMstock | $0 | – | -1,491 | -100.0% | -0.00% | – |
| Exit | THOUGHTWORKS HOLDING INC COMstock | $0 | – | -1,070 | -100.0% | -0.00% | – | |
| APPS | Exit | DIGITAL TURBINE INC COM NEWstock | $0 | – | -885 | -100.0% | -0.00% | – |
| CHGG | Exit | CHEGG INC COMstock | $0 | – | -404 | -100.0% | -0.00% | – |
| BOH | Exit | BANK HAWAII CORP COMstock | $0 | – | -192 | -100.0% | -0.00% | – |
| MINT | Exit | PIMCO ENHANCED SHORT MATURITY ACTIVE ETFetf | $0 | – | -150 | -100.0% | -0.00% | – |
| CURO | Exit | CURO GROUP HOLDINGS CORP COMstock | $0 | – | -4,344 | -100.0% | -0.00% | – |
| SLYV | Exit | SPDR S&P 600 SMALL CAP VALUE ETFetf | $0 | – | -190 | -100.0% | -0.00% | – |
| NVG | Exit | NUVEEN AMT FREE MUN CR INC FD COMcef | $0 | – | -1,480 | -100.0% | -0.00% | – |
| NTCT | Exit | NETSCOUT SYS INC COMstock | $0 | – | -664 | -100.0% | -0.00% | – |
| WHF | Exit | WHITEHORSE FIN INC COMcef | $0 | – | -1,500 | -100.0% | -0.00% | – |
| CP | Exit | CANADIAN PAC RY LTD COMstock | $0 | – | -242 | -100.0% | -0.00% | – |
| BLW | Exit | BLACKROCK LTD DURATION INCOME COM SHScef | $0 | – | -1,500 | -100.0% | -0.00% | – |
| AMX | Exit | AMERICA MOVIL SAB DE CV SPON ADR L SHSadr | $0 | – | -1,227 | -100.0% | -0.00% | – |
| SBNY | Exit | SIGNATURE BK NEW YORK N Y COMstock | $0 | – | -182 | -100.0% | -0.00% | – |
| EVG | Exit | EATON VANCE SHORT DURATION DIV COMcef | $0 | – | -2,750 | -100.0% | -0.00% | – |
| STAR | Exit | ISTAR INC COMreit | $0 | – | -3,300 | -100.0% | -0.00% | – |
| PFM | Exit | INVESCO DIVIDEND ACHIEVERS ETFetf | $0 | – | -800 | -100.0% | -0.00% | – |
| AAWW | Exit | ATLAS AIR WORLDWIDE HLDGS INC COM NEWstock | $0 | – | -239 | -100.0% | -0.00% | – |
| HBI | Exit | HANESBRANDS INC COMstock | $0 | – | -5,394 | -100.0% | -0.01% | – |
| SIVB | Exit | SVB FINANCIAL GROUP COMstock | $0 | – | -157 | -100.0% | -0.01% | – |
| IWV | Exit | ISHARES RUSSELL 3000 ETFetf | $0 | – | -148 | -100.0% | -0.01% | – |
| SJI | Exit | SOUTH JERSEY INDS INC COMstock | $0 | – | -900 | -100.0% | -0.01% | – |
| SJB | Exit | PROSHARES SHORT HIGH YIELDetf | $0 | – | -2,056 | -100.0% | -0.01% | – |
| STOR | Exit | STORE CAP CORP COMreit | $0 | – | -1,441 | -100.0% | -0.01% | – |
| EELV | Exit | INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETFetf | $0 | – | -2,362 | -100.0% | -0.01% | – |
| CMDY | Exit | ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETFetf | $0 | – | -1,009 | -100.0% | -0.01% | – |
| IIPR | Exit | INNOVATIVE INDL PPTYS INC COMreit | $0 | – | -682 | -100.0% | -0.01% | – |
| Exit | KINETIK HOLDINGS INC COM NEW CL Astock | $0 | – | -2,488 | -100.0% | -0.01% | – | |
| LIN | Exit | LINDE PLC SHSstock | $0 | – | -2,099 | -100.0% | -0.10% | – |
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 2023-05-11
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/A | 2024-06-11 |
| 13F-HR | 2024-05-13 |
| 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 |
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.