EverSource Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.8B
Holdings
4,018
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,018 positions)
| Stock | Value |
|---|---|
TFXTELEFLEX INCORPORATED COM | $67K |
AESAES CORP COM | $67K |
XYLXYLEM INC COM | $67K |
CEFAGLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $66K |
RLRALPH LAUREN CORP CL A | $66K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $66K |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $66K |
NOKNOKIA CORP SPONSORED ADR | $66K |
CPCANADIAN PACIFIC KANSAS CITY COM | $66K |
IXCISHARES GLOBAL ENERGY ETF | $66K |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $66K |
OIHVANECK OIL SERVICES ETF | $66K |
USALIBERTY ALL STAR EQUITY FD SH BEN INT | $66K |
TTDTHE TRADE DESK INC COM CL A | $66K |
NWENORTHWESTERN ENERGY GROUP INC COM NEW | $65K |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $65K |
FITBFIFTH THIRD BANCORP COM | $65K |
LCIILCI INDS COM | $65K |
TXRHTEXAS ROADHOUSE INC COM | $65K |
PTCPTC INC COM | $65K |
MANHMANHATTAN ASSOCIATES INC COM | $65K |
GKDGRAND CANYON ED INC COM | $65K |
AQLTISHARES SELECT DIVIDEND ETF | $65K |
NNNNNN REIT INC COM | $64K |
GENGEN DIGITAL INC COM | $64K |
BRSPBRIGHTSPIRE CAPITAL INC COM CL A | $64K |
TECLDIREXION DAILY TECHNOLOGY BULL 3X SHARES | $64K |
CNHICNH INDL N V SHS | $64K |
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | $64K |
TAPMOLSON COORS BEVERAGE CO CL B | $64K |
NUENUCOR CORP COM | $64K |
SYFSYNCHRONY FINANCIAL COM | $64K |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $63K |
BIDUNBAIDU INC SPON ADR REP A | $63K |
DOXAMDOCS LTD SHS | $63K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $63K |
RQICOHEN & STEERS QUALITY INCOME COM | $63K |
AWMSKYWORKS SOLUTIONS INC COM | $63K |
BRBRBELLRING BRANDS INC COMMON STOCK | $63K |
LEALEAR CORP COM NEW | $62K |
DPZDOMINOS PIZZA INC COM | $62K |
PPLPEMBINA PIPELINE CORP COM | $62K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $62K |
XFLTXAI OCTAGN FLT RAT & ALT INM T COM | $62K |
ARIAPOLLO COML REAL EST FIN INC COM | $62K |
EENI S P A SPONSORED ADR | $62K |
BAC 7.25 PERP LBANK AMERICA CORP 7.25CNV PFD L | $62K |
MKLMARKEL GROUP INC COM | $62K |
UTHUNITED THERAPEUTICS CORP DEL COM | $61K |
MGMMGM RESORTS INTERNATIONAL COM | $61K |
INGRINGREDION INC COM | $61K |
JNPJUNIPER NETWORKS INC COM | $61K |
XRNPXCOHEN & STEERS REIT & PFD & IN COM | $61K |
DRDDRDGOLD LIMITED SPON ADR REPSTG | $61K |
AUANGLOGOLD ASHANTI PLC COM SHS | $61K |
SRJSPARTANNASH CO COM | $61K |
NTRANATERA INC COM | $61K |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $60K |
RITMRITHM CAPITAL CORP COM NEW | $60K |
SJMSMUCKER J M CO COM NEW | $60K |
STMSTMICROELECTRONICS N V NY REGISTRY | $60K |
JPIEJPMORGAN INCOME ETF | $60K |
WCCWESCO INTL INC COM | $60K |
LIESUN LIFE FINANCIAL INC. COM | $60K |
UI2KEMPER CORP COM | $60K |
ZIONZIONS BANCORPORATION N A COM | $59K |
QRVOQORVO INC COM | $59K |
AMCRAMCOR PLC ORD | $59K |
DKNGDRAFTKINGS INC NEW COM CL A | $59K |
OGSONE GAS INC COM | $59K |
MTGMGIC INVT CORP WIS COM | $59K |
ETSYETSY INC COM | $59K |
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM | $59K |
KRPKIMBELL RTY PARTNERS LP UNIT | $59K |
MATMATTEL INC COM | $59K |
UNMUNUM GROUP COM | $59K |
EWBCEAST WEST BANCORP INC COM | $59K |
VLTOVERALTO CORP COM SHS | $58K |
CPBTHE CAMPBELLS COMPANY COM | $58K |
MUSTCOLUMBIA MULTI-SECTOR MUNICIPAL INCOME ETF | $58K |
DOVDOVER CORP COM | $58K |
BXPBXP INC COM | $58K |
ACGLARCH CAP GROUP LTD ORD | $58K |
WBSWEBSTER FINL CORP COM | $57K |
SOLVSOLVENTUM CORP COM SHS | $57K |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $57K |
CNACNA FINL CORP COM | $57K |
ITCIEURINTRA-CELLULAR THERAPIES INC COM | $56K |
ESLTELBIT SYS LTD ORD | $56K |
IVOOVANGUARD S&P MID-CAP 400 ETF | $56K |
WSTWEST PHARMACEUTICAL SVSC INC COM | $56K |
UHSUNIVERSAL HLTH SVCS INC CL B | $56K |
UDOWPROSHARES ULTRAPRO DOW30 | $56K |
FUODOLBY LABORATORIES INC COM CL A | $56K |
XTJLINNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $56K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $56K |
CMACOMERICA INC COM | $56K |
UTSLDIREXION DAILY UTILITIES BULL 3X SHARES | $56K |
JMUBJPMORGAN MUNICIPAL ETF | $56K |
RHIROBERT HALF INC. COM | $56K |