EverSource Wealth Advisors, LLC

Q4 2021 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Glenn Waddell - CCO
Location
Birmingham
Holdings as of
December 31, 2021
Value $
$346M
Num holdings
1,617
Date filed
2/17/2022, 03:03 PM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included VEA, VCSH, VTI, VOO, and VIG.
Next filing
Q1 2022 - May 25, 2022
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Glenn Waddell CCO Birmingham, Alabama 2/17/2022

Other Included Managers (1):

Num Name Location File Number
1 BMSS Wesson Wealth Solutions, LLC Birmingham, AL