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)

StockValue
NXTNEXTRACKER INC CLASS A COM
$17K
CFFNCAPITOL FED FINL INC COM
$17K
IEZISHARES U.S. OIL EQUIPMENT & SERVICES ETF
$17K
HUBGHUB GROUP INC CL A
$17K
PCEFINVESCO CEF INCOME COMPOSITE ETF
$17K
FMFFORMFACTOR INC COM
$17K
HEHAWAIIAN ELEC INDUSTRIES COM
$17K
BHFBRIGHTHOUSE FINL INC COM
$17K
FDLOFIDELITY LOW VOLATILITY FACTOR ETF
$17K
2L9BLUEPRINT MEDICINES CORP COM
$17K
MTHMERITAGE HOMES CORP COM
$17K
PTCTPTC THERAPEUTICS INC COM
$17K
FIVEFIVE BELOW INC COM
$17K
TTMITTM TECHNOLOGIES INC COM
$17K
ARRARMOUR RESIDENTIAL REIT INC COM SHS
$17K
ALVOALVOTECH ORDINARY SHARES
$16K
SBLKSTAR BULK CARRIERS CORP. SHS PAR
$16K
LBRTLIBERTY ENERGY INC COM CL A
$16K
HOUSANYWHERE REAL ESTATE INC COM
$16K
VSHVISHAY INTERTECHNOLOGY INC COM
$16K
GLRYINSPIRE FAITHWARD MID CAP MOMENTUM ETF
$16K
NJRNEW JERSEY RES CORP COM
$16K
WHWYNDHAM HOTELS & RESORTS INC COM
$16K
TRNOTERRENO RLTY CORP COM
$16K
ROCKGIBRALTAR INDS INC COM
$16K
FNDESCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
$16K
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
$16K
WFRDWEATHERFORD INTL PLC ORD SHS
$16K
ASHASHLAND INC COM
$16K
AVTRAVANTOR INC COM
$16K
INTAINTAPP INC COM
$16K
CLBKCOLUMBIA FINL INC COM
$16K
MTSIMACOM TECH SOLUTIONS HLDGS INC COM
$16K
CRSCARPENTER TECHNOLOGY CORP COM
$16K
CWTCALIFORNIA WTR SVC GROUP COM
$16K
CBUCOMMUNITY FINANCIAL SYSTEM INC COM
$16K
GAINGLADSTONE INVT CORP COM
$16K
STISOLIDION TECHNOLOGY INC COM
$16K
CHWCALAMOS GBL DYN INCOME FUND COM
$16K
ESGRENSTAR GROUP LIMITED SHS
$16K
IEPICAHN ENTERPRISES LP DEPOSITARY UNIT
$16K
CRCRANE COMPANY COMMON STOCK
$16K
CGICCAPITAL GROUP INTERNATIONAL CORE EQUITY ETF
$16K
WSBCWESBANCO INC COM
$16K
CVBFCVB FINL CORP COM
$16K
BFHBREAD FINANCIAL HOLDINGS INC COM
$16K
TALTAL EDUCATION GROUP SPONSORED ADS
$16K
PCHPOTLATCHDELTIC CORPORATION COM
$16K
PKPARK HOTELS & RESORTS INC COM
$16K
FNFABRINET SHS
$16K
RRXREGAL REXNORD CORPORATION COM
$16K
CWCURTISS WRIGHT CORP COM
$16K
FHBFIRST HAWAIIAN INC COM
$16K
GGBGERDAU SA SPON ADR REP PFD
$16K
NULVNUVEEN ESG LARGE-CAP VALUE ETF
$16K
IYLDISHARES MORNINGSTAR MULTI-ASSET INCOME ETF
$15K
GRALGRAIL INC COM
$15K
VMIVALMONT INDS INC COM
$15K
FLRFLUOR CORP NEW COM
$15K
RGTIRIGETTI COMPUTING INC COMMON STOCK
$15K
ICOWPACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF
$15K
BOATSONICSHARES GLOBAL SHIPPING ETF
$15K
ENRENERGIZER HLDGS INC NEW COM
$15K
TRINTRINITY CAP INC COM
$15K
MRNAMODERNA INC COM
$15K
G4RABANCO DE CHILE SPONSORED ADS
$15K
STNGSCORPIO TANKERS INC SHS
$15K
CBTCABOT CORP COM
$15K
BEBLOOM ENERGY CORP COM CL A
$15K
VLYVALLEY NATL BANCORP COM
$15K
NQPNUVEEN PENNSYLVANIA QLT MUN FD COM
$15K
BITOPROSHARES BITCOIN ETF
$15K
WGOWINNEBAGO INDS INC COM
$15K
ARANTERO RESOURCES CORP COM
$15K
MEOHMETHANEX CORP COM
$15K
SIGISELECTIVE INS GROUP INC COM
$15K
LTHLIFE TIME GROUP HOLDINGS INC COMMON STOCK
$15K
WESTWESTROCK COFFEE CO COM
$15K
ABRARBOR REALTY TRUST INC COM
$15K
MSAMSA SAFETY INC COM
$15K
XEVVXEATON VANCE LIMITED DURATION I COM
$15K
GSLGLOBAL SHIP LEASE INC NEW COM CL A
$15K
STEPSTEPSTONE GROUP INC COM CL A
$15K
LXPUSDLXP INDUSTRIAL TRUST COM
$15K
SOHUSOHU COM LTD SPONSORED ADS
$15K
SHOOMADDEN STEVEN LTD COM
$15K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$15K
JRSNUVEEN REAL ESTATE INCOME FD COM
$15K
SCHASCHWAB U.S. SMALL-CAP ETF
$15K
CVLTCOMMVAULT SYS INC COM
$15K
RTORENTOKIL INITIAL PLC SPONSORED ADR
$15K
PAASPAN AMERN SILVER CORP COM
$15K
SMPLSIMPLY GOOD FOODS CO COM
$15K
KSPIKASPI KZ JSC SPONSORED ADS
$15K
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
$15K
UGRULTRAPAR PARTICIPACOES SA SP ADR REP COM
$15K
LPXLOUISIANA PAC CORP COM
$15K
CPKCHESAPEAKE UTILS CORP COM
$15K
JBLUJETBLUE AWYS CORP COM
$15K
DESWISDOMTREE U.S. SMALLCAP DIVIDEND FUND
$15K
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