EverSource Wealth Advisors, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$1.1B

Holdings

2,640

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,640 positions)

StockValue
XEVVXEATON VANCE LTD DURATION INCOM COM
$14K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$14K
HLLYHOLLEY INC COM
$14K
1GSNNOVANTA INC COM
$14K
FLTRVANECK IG FLOATING RATE ETF
$14K
TBBKBANCORP INC DEL COM
$14K
FORFORESTAR GROUP INC COM
$14K
AATAMERICAN ASSETS TR INC COM
$14K
GAPGAP INC COM
$14K
JRSNUVEEN REAL ESTATE INCOME FD COM
$14K
UIUBIQUITI INC COM
$14K
MAAMID-AMER APT CMNTYS INC COM
$14K
ALKSALKERMES PLC SHS
$14K
DTMDT MIDSTREAM INC COMMON STOCK
$14K
NEONEOGENOMICS INC COM NEW
$14K
APOGAPOGEE ENTERPRISES INC COM
$14K
WPMWHEATON PRECIOUS METALS CORP COM
$14K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
$14K
NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF
$14K
XMTRXOMETRY INC CLASS A COM
$14K
WTMWHITE MTNS INS GROUP LTD COM
$14K
PHIPLDT INC SPONSORED ADR
$14K
FNDASCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
$14K
ICUIICU MED INC COM
$13K
GBCIGLACIER BANCORP INC NEW COM
$13K
ICFIICF INTL INC COM
$13K
JAZZJAZZ PHARMACEUTICALS PLC SHS USD
$13K
EXPEAGLE MATLS INC COM
$13K
SAFESAFEHOLD INC COM
$13K
RPMRPM INTL INC COM
$13K
BRBRBELLRING BRANDS INC COMMON STOCK
$13K
DOCUSDPHYSICIANS RLTY TR COM
$13K
SEMSELECT MED HLDGS CORP COM
$13K
PFCPREMIER FINANCIAL CORP COM
$13K
NPOENPRO INC COM
$13K
OI*O-I GLASS INC COM
$13K
HTGCHERCULES CAPITAL INC COM
$13K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$13K
WABWABTEC COM
$13K
AOSSMITH A O CORP COM
$13K
SPTSPROUT SOCIAL INC COM CL A
$13K
ANAUTONATION INC COM
$13K
ACHCACADIA HEALTHCARE COMPANY INC COM
$13K
IBTXUSDINDEPENDENT BANK GROUP INC COM
$13K
FLAUFRANKLIN FTSE AUSTRALIA ETF
$13K
PRGOPERRIGO CO PLC SHS
$13K
NJRNEW JERSEY RES CORP COM
$13K
NCZVIRTUS CONVERTIBLE & INC FD II COM
$13K
XYLXYLEM INC COM
$13K
HASIHANNON ARMSTRONG SUST INFR CAP COM
$13K
MCXMCCORMICK & CO INC COM NON VTG
$13K
PNNTPENNANTPARK INVT CORP COM
$13K
AEMAGNICO EAGLE MINES LTD COM
$13K
EMTLSPDR DOUBLELINE EMERGING MARKETS FIXED INCOME ETF
$13K
XLUUtilities Select Sector SPDR ETF
$13K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$13K
NWGNATWEST GROUP PLC SPONS ADR
$13K
BECNUSDBEACON ROOFING SUPPLY INC COM
$13K
IPGINTERPUBLIC GROUP COS INC COM
$13K
INGRINGREDION INC COM
$12K
LXPUSDLXP INDUSTRIAL TRUST COM
$12K
RUNSUNRUN INC COM
$12K
CBZCBIZ INC COM
$12K
MTCHMATCH GROUP INC NEW COM
$12K
FIVNFIVE9 INC COM
$12K
BB3BROOKLINE BANCORP INC DEL COM
$12K
TAPMOLSON COORS BEVERAGE CO CL B
$12K
IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
$12K
GLNGGOLAR LNG LTD SHS
$12K
MRTNMARTEN TRANS LTD COM
$12K
THGHANOVER INS GROUP INC COM
$12K
FTSFORTIS INC COM
$12K
PCVXVAXCYTE INC COM
$12K
BJRIBJS RESTAURANTS INC COM
$12K
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT
$12K
MIDDMIDDLEBY CORP COM
$12K
LTHM1EURLIVENT CORP COM
$12K
PRPERMIAN RESOURCES CORP CLASS A COM
$12K
KRGKITE RLTY GROUP TR COM NEW
$12K
EMNEASTMAN CHEM CO COM
$12K
ASAIYSENDAS DISTRIBUIDORA S A SPON ADS
$12K
DEIDOUGLAS EMMETT INC COM
$12K
SEIQSEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
$12K
PCHPOTLATCHDELTIC CORPORATION COM
$12K
7SUSUMMIT MATLS INC CL A
$12K
OBDCBLUE OWL CAPITAL CORPORATION COM
$12K
KNFKNIFE RIVER CORP COMMON STOCK
$12K
QLYSQUALYS INC COM
$12K
ODP1THE ODP CORP COM
$12K
NMFCNEW MTN FIN CORP COM
$12K
BROBROWN & BROWN INC COM
$12K
SHOSUNSTONE HOTEL INVS INC NEW COM
$12K
ANGLVANECK FALLEN ANGEL HIGH YIELD BOND ETF
$12K
LBRTLIBERTY ENERGY INC COM CL A
$12K
GLPIGAMING & LEISURE PPTYS INC COM
$12K
HCSGHEALTHCARE SVCS GROUP INC COM
$12K
WNSNWNS HLDGS LTD SPON ADR
$12K
UBSIUNITED BANKSHARES INC WEST VA COM
$11K
SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF
$11K
KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW
$11K
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