EverSource Wealth Advisors, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$803.4B
Holdings
2,391
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (2,391 positions)
| Stock | Value |
|---|---|
XLEEnergy Select Sector SPDR ETF | $6K |
BSVVANGUARD SHORT-TERM BOND ETF | $6K |
VMBSVANGUARD MORTGAGE-BACKED SECURITIES ETF | $6K |
SHYISHARES 1-3 YEAR TREASURY BOND ETF | $5K |
PXDEURPIONEER NAT RES CO COM | $5K |
AMGNAMGEN INC COM | $5K |
KKRKKR & CO INC COM | $5K |
—IZEA WORLDWIDE INC COM | $5K |
CVXCHEVRON CORP NEW COM | $5K |
PFNPIMCO INCOME STRATEGY FD II COM | $4K |
SCHDSCHWAB US DIVIDEND EQUITY ETF | $4K |
DFUSDIMENSIONAL U.S. EQUITY ETF | $4K |
TIPISHARES TIPS BOND ETF | $4K |
LKQ1LKQ CORP COM | $4K |
AMHAMERICAN HOMES 4 RENT CL A | $4K |
DFUVDIMENSIONAL US MARKETWIDE VALUE ETF | $4K |
BERYEURBERRY GLOBAL GROUP INC COM | $4K |
PICKISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF | $3K |
FLOTISHARES FLOATING RATE BOND ETF | $3K |
AVUSAVANTIS U.S. EQUITY ETF | $3K |
HDHOME DEPOT INC COM | $3K |
IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $3K |
SDYSPDR S&P DIVIDEND ETF | $3K |
CCKCROWN HLDGS INC COM | $3K |
AMZNAMAZON COM INC COM | $3K |
VOEVANGUARD MID-CAP VALUE ETF | $3K |
COWZPACER US CASH COWS 100 ETF | $3K |
MGKVANGUARD MEGA CAP GROWTH ETF | $3K |
DFIVDIMENSIONAL INTERNATIONAL VALUE ETF | $3K |
MGVVANGUARD MEGA CAP VALUE ETF | $3K |
BIVVANGUARD INTERMEDIATE-TERM BOND ETF | $3K |
AVGOBROADCOM INC COM | $3K |
MASMASCO CORP COM | $2K |
NVDANVIDIA CORPORATION COM | $2K |
GSGOLDMAN SACHS GROUP INC COM | $2K |
53SBRIDGE INVT GROUP HLDGS INC COM CL A | $2K |
XLFFinancial Select Sector SPDR ETF | $2K |
CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $2K |
UHALU HAUL HOLDING COMPANY COM | $2K |
AVIGAVANTIS CORE FIXED INCOME ETF | $2K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $2K |
DFATDIMENSIONAL U.S. TARGETED VALUE ETF | $2K |
ABTUGBXAQUABOUNTY TECHNOLOGIES INC COM NEW | $2K |
VGITVANGUARD INTERMEDIATE-TERM TREASURY ETF | $2K |
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $2K |
VTVANGUARD TOTAL WORLD STOCK ETF | $2K |
AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $2K |
SPYSPDR S&P 500 ETF TRUST | $2K |
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | $2K |
VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | $2K |
DGROISHARES CORE DIVIDEND GROWTH ETF | $2K |
GOOGALPHABET INC CAP STK CL C | $2K |
JPMJPMORGAN CHASE & CO COM | $2K |
FDXFEDEX CORP COM | $2K |
TSLATESLA INC COM | $2K |
TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF | $2K |
MRKMERCK & CO INC COM | $2K |
BLVVANGUARD LONG-TERM BOND ETF | $2K |
XESSPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF | $2K |
MDYSPDR S&P MIDCAP 400 ETF TRUST | $1K |
HYDVANECK HIGH YIELD MUNI ETF | $1K |
DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $1K |
EFVISHARES MSCI EAFE VALUE ETF | $1K |
REETISHARES GLOBAL REIT ETF | $1K |
CLHCLEAN HARBORS INC COM | $1K |
CRWDCROWDSTRIKE HLDGS INC CL A | $1K |
PNFPPINNACLE FINL PARTNERS INC COM | $1K |
AVDEAVANTIS INTERNATIONAL EQUITY ETF | $1K |
DFASDIMENSIONAL U.S. SMALL CAP ETF | $1K |
VTEBVANGUARD TAX-EXEMPT BOND ETF | $1K |
METAMETA PLATFORMS INC CL A | $1K |
—ENERGY FOCUS INC COM | $1K |
WWJDINSPIRE INTERNATIONAL ETF | $1K |
SFBSSERVISFIRST BANCSHARES INC COM | $1K |
CFOVICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | $1K |
IJHISHARES CORE S&P MID-CAP ETF | $1K |
AVSFAVANTIS SHORT-TERM FIXED INCOME ETF | $1K |
VVISA INC COM CL A | $1K |
DFCFDIMENSIONAL CORE FIXED INCOME ETF | $1K |
SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | $1K |
JNJJOHNSON & JOHNSON COM | $1K |
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | $1K |
KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A | $1K |
ISMDINSPIRE SMALL/MID CAP ETF | $1K |
IWDISHARES RUSSELL 1000 VALUE ETF | $1K |
OXYOCCIDENTAL PETE CORP COM | $1K |
BIBLINSPIRE 100 ETF | $1K |
SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $1K |
VBRVANGUARD SMALL CAP VALUE ETF | $1K |
IVVISHARES CORE S&P 500 ETF | $1K |
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | $1K |
—HEXO CORP COM | $1K |
FTVFORTIVE CORP COM | $0 |
LKFNLAKELAND FINL CORP COM | $0 |
DCODUCOMMUN INC DEL COM | $0 |
GLGLOBE LIFE INC COM | $0 |
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK | $0 |
IVTINVENTRUST PPTYS CORP COM NEW | $0 |
VBKVANGUARD SMALL-CAP GROWTH ETF | $0 |
RLGTRADIANT LOGISTICS INC COM | $0 |