EverSource Wealth Advisors, LLC Q1 2024 Filing
Filed May 13, 2024
Portfolio Value
$1.1T
Holdings
2,640
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (2,640 positions)
| Stock | Value |
|---|---|
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF | $17K |
NWLNEWELL BRANDS INC COM | $17K |
MNDYMONDAY COM LTD SHS | $17K |
BWABORGWARNER INC COM | $17K |
ISIIONIS PHARMACEUTICALS INC COM | $17K |
DXCDXC TECHNOLOGY CO COM | $17K |
KNKNOWLES CORP COM | $17K |
BEPCBROOKFIELD RENEWABLE CORP CL A SUB VTG | $17K |
DWMWISDOMTREE INTERNATIONAL EQUITY FUND | $17K |
HRHEALTHCARE RLTY TR CL A COM | $17K |
GAINGLADSTONE INVT CORP COM | $17K |
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF | $17K |
BKUBANKUNITED INC COM | $17K |
PHINPHINIA INC COMMON STOCK | $17K |
NTCOYNATURA &CO HLDG S A ADS | $17K |
FSVFIRSTSERVICE CORP NEW COM | $17K |
WATWATERS CORP COM | $17K |
SKYWSKYWEST INC COM | $17K |
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A | $17K |
BCSBARCLAYS PLC ADR | $17K |
HOLXHOLOGIC INC COM | $17K |
ARLPALLIANCE RESOURCE PARTNERS L P UT LTD PART | $17K |
TTMITTM TECHNOLOGIES INC COM | $17K |
OXY/WSOCCIDENTAL PETE CORP WT EXP 080327 | $17K |
CFFNCAPITOL FED FINL INC COM | $16K |
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | $16K |
ZIONZIONS BANCORPORATION N A COM | $16K |
NDAQNASDAQ INC COM | $16K |
IRTINDEPENDENCE RLTY TR INC COM | $16K |
RPTUSDRPT REALTY SH BEN INT | $16K |
FBPFIRST BANCORP P R COM NEW | $16K |
STEPSTEPSTONE GROUP INC COM CL A | $16K |
DELLDELL TECHNOLOGIES INC CL C | $16K |
INSPINSPIRE MED SYS INC COM | $16K |
BWXTBWX TECHNOLOGIES INC COM | $16K |
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF | $16K |
GLGLOBE LIFE INC COM | $16K |
SIRIEURSIRIUS XM HOLDINGS INC COM | $16K |
TIMBTIM S A SPONSORED ADR | $16K |
NBIXNEUROCRINE BIOSCIENCES INC COM | $16K |
COURCOURSERA INC COM | $16K |
QRVOQORVO INC COM | $16K |
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD | $16K |
ROCKGIBRALTAR INDS INC COM | $16K |
JDJD.COM INC SPON ADR CL A | $16K |
ZNTLZENTALIS PHARMACEUTICALS INC COM | $16K |
0VVBPARAMOUNT GLOBAL CLASS B COM | $16K |
PBVPRESTIGE CONSMR HEALTHCARE INC COM | $16K |
PSOPEARSON PLC SPONSORED ADR | $16K |
NRANRG ENERGY INC COM NEW | $16K |
FFIVF5 INC COM | $16K |
JBGSJBG SMITH PPTYS COM | $16K |
TLVGRUPO TELEVISA S A B SPON ADR REP ORD | $16K |
RCREADY CAPITAL CORP COM | $16K |
OSCROSCAR HEALTH INC CL A | $16K |
FGF&G ANNUITIES & LIFE INC COMMON STOCK | $16K |
PKNREVVITY INC COM | $16K |
PWIPOWER INTEGRATIONS INC COM | $16K |
ATDATI INC COM | $16K |
MATMATTEL INC COM | $16K |
VSTVISTRA CORP COM | $16K |
GWREGUIDEWIRE SOFTWARE INC COM | $15K |
IYLDISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | $15K |
VDCVANGUARD CONSUMER STAPLES ETF | $15K |
PLXSPLEXUS CORP COM | $15K |
ETRENTERGY CORP NEW COM | $15K |
RESRPC INC COM | $15K |
BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | $15K |
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | $15K |
UCBUNITED CMNTY BKS BLAIRSVLE GA COM | $15K |
AGREURAVANGRID INC COM | $15K |
THSTREEHOUSE FOODS INC COM | $15K |
PTENPATTERSON-UTI ENERGY INC COM | $15K |
TRITHOMSON REUTERS CORP. COM | $15K |
SCISERVICE CORP INTL COM | $15K |
CROXCROCS INC COM | $15K |
EGBNEAGLE BANCORP INC MD COM | $15K |
BCBRUNSWICK CORP COM | $15K |
REAXTHE REAL BROKERAGE INC COM NEW | $15K |
WSFSWSFS FINL CORP COM | $15K |
ASRGRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B | $15K |
DTEDTE ENERGY CO COM | $15K |
HWMHOWMET AEROSPACE INC COM | $15K |
KEYKEYCORP COM | $15K |
GBXGREENBRIER COS INC COM | $15K |
JNPJUNIPER NETWORKS INC COM | $15K |
DLXDELUXE CORP COM | $15K |
NTRSNORTHERN TR CORP COM | $15K |
SIGISELECTIVE INS GROUP INC COM | $15K |
BHFBRIGHTHOUSE FINL INC COM | $15K |
PINCPREMIER INC CL A | $15K |
ANDEANDERSONS INC COM | $15K |
USX1UNITED STATES STL CORP NEW COM | $15K |
SCHMSCHWAB U.S. MID-CAP ETF | $15K |
VLTOVERALTO CORP COM SHS | $15K |
OALCONEASCENT LARGE CAP CORE ETF | $15K |
ONTOONTO INNOVATION INC COM | $15K |
HPOSERVICE PPTYS TR COM SH BEN INT | $14K |
DISHDISH NETWORK CORPORATION CL A | $14K |
HELEHELEN OF TROY LTD COM | $14K |