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
ICFISHARES SELECT U.S. REIT ETF
$3K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$3K
MDIVMULTI-ASSET DIVERSIFIED INCOME INDEX FUND
$3K
BGCBGC GROUP INC CL A
$3K
CALXCALIX INC COM
$3K
EBFENNIS INC COM
$3K
EOSEEOS ENERGY ENTERPRISES INC COM CL A
$3K
SNSHARKNINJA INC COM SHS
$3K
BUWABIO RAD LABS INC CL A
$3K
WEAVWEAVE COMMUNICATIONS INC COM
$3K
SAROSTANDARDAERO INC COM
$3K
XESSPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF
$3K
EGBNEAGLE BANCORP INC MD COM
$3K
EFRENERGY FUELS INC COM NEW
$3K
IMARINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF MARCH
$3K
BATRAATLANTA BRAVES HLDGS INC COM SER C
$3K
CARSCARS COM INC COM
$3K
CPRICAPRI HOLDINGS LIMITED SHS
$3K
GTESGATES INDL CORP PLC ORD SHS
$3K
NBRNABORS INDUSTRIES LTD SHS
$3K
KURAKURA ONCOLOGY INC COM
$3K
PCVXVAXCYTE INC COM
$3K
PENGPENGUIN SOLUTIONS INC SHS
$3K
ALGTALLEGIANT TRAVEL CO COM
$3K
A3IAMERISAFE INC COM
$3K
EVTCEVERTEC INC COM
$3K
SEISOLARIS ENERGY INFRAS INC COM CL A
$3K
QCRHQCR HOLDINGS INC COM
$3K
FSTAFIDELITY MSCI CONSUMER STAPLES INDEX ETF
$3K
GARPISHARES MSCI USA QUALITY GARP ETF
$3K
SSTKSHUTTERSTOCK INC COM
$3K
WWWWOLVERINE WORLD WIDE INC COM
$3K
SOYSUNOPTA INC COM
$3K
VECOVEECO INSTRS INC DEL COM
$3K
ARRYARRAY TECHNOLOGIES INC COM SHS
$3K
TKRTIMKEN CO COM
$3K
WOOFPETCO HEALTH & WELLNESS CO INC COM
$3K
LIVNLIVANOVA PLC SHS
$3K
FVRRFIVERR INTL LTD ORD SHS
$3K
GICGLOBAL INDUSTRIAL COMPANY COM
$3K
MLMONEYLION INC CL A
$3K
CGSDCAPITAL GROUP SHORT DURATION INCOME ETF
$3K
HAILSPDR S&P KENSHO SMART MOBILITY ETF
$3K
PRKSUNITED PARKS & RESORTS INC COM
$3K
AGCOAGCO CORP COM
$3K
TOWNTOWNEBANK PORTSMOUTH VA COM
$2K
ROFKFORCE INC COM
$2K
NUVBNUVATION BIO INC COM CL A
$2K
SL2SLEEP NUMBER CORP COM
$2K
TIPTTIPTREE INC COM
$2K
JULHINNOVATOR PREMIUM INCOME 20 BARRIER ETF - JULY
$2K
APLEAPPLE HOSPITALITY REIT INC COM NEW
$2K
EQXEQUINOX GOLD CORP COM
$2K
BLBLACKLINE INC COM
$2K
AQN.TOALGONQUIN PWR UTILS CORP COM
$2K
FROGJFROG LTD ORD SHS
$2K
PARRPAR PAC HOLDINGS INC COM NEW
$2K
SFSTSOUTHERN FIRST BANCSHARES COM
$2K
FGDFIRST TRUST DOW JONES GLOBAL SELECT DIVIDEND INDEX FUND
$2K
CNOBCONNECTONE BANCORP INC COM
$2K
WULFTERAWULF INC COM
$2K
JAKKJAKKS PAC INC COM NEW
$2K
VERVVERVE THERAPEUTICS INC COM
$2K
BWXTBWX TECHNOLOGIES INC COM
$2K
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$2K
CRNXCRINETICS PHARMACEUTICALS INC COM
$2K
HPKHIGHPEAK ENERGY INC COM
$2K
MCRIMONARCH CASINO & RESORT INC COM
$2K
LITGLOBAL X LITHIUM & BATTERY TECH ETF
$2K
NUMVNUVEEN ESG MID-CAP VALUE ETF
$2K
QTWOQ2 HLDGS INC COM
$2K
SBSISOUTHSIDE BANCSHARES INC COM
$2K
NTSTNETSTREIT CORP COM
$2K
MRVIMARAVAI LIFESCIENCES HLDGS INC COM CL A
$2K
ATENA10 NETWORKS INC COM
$2K
HZOMARINEMAX INC COM
$2K
MLKNMILLERKNOLL INC COM
$2K
TLXTELIX PHARMACEUTICAL LTD SPONSORED ADS
$2K
OLPONE LIBERTY PPTYS INC COM
$2K
DHILDIAMOND HILL INVT GROUP INC COM NEW
$2K
ALDXALDEYRA THERAPEUTICS INC COM
$2K
APIAGORA INC ADS
$2K
NUMGNUVEEN ESG MID-CAP GROWTH ETF
$2K
PAXPATRIA INVESTMENTS LIMITED COM CL A
$2K
RIOTRIOT PLATFORMS INC COM
$2K
AVNSAVANOS MED INC COM
$2K
MYRGMYR GROUP INC DEL COM
$2K
PRIMPRIMORIS SVCS CORP COM
$2K
EZPWEZCORP INC CL A NON VTG
$2K
BHVNBIOHAVEN LTD COM
$2K
HDSNHUDSON TECHNOLOGIES INC COM
$2K
POWLPOWELL INDS INC COM
$2K
GCMGGCM GROSVENOR INC COM CL A
$2K
SONOSONOS INC COM
$2K
MAXMEDIAALPHA INC CL A
$2K
DNAGINKGO BIOWORKS HOLDINGS INC CL A NEW
$2K
THRTHERMON GROUP HLDGS INC COM
$2K
SCHHSCHWAB U.S. REIT ETF
$2K
JBSSSANFILIPPO JOHN B & SON INC COM
$2K
LFMDLIFEMD INC COM
$2K
PreviousPage 29 of 41Next