EverSource Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.8T
Holdings
4,018
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,018 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 401 | BITX2X BITCOIN STRATEGY ETF | 12,894 | $457.5M | 0.03% | |
| 402 | SPHQINVESCO S&P 500 QUALITY ETF | 6,786 | $450.2M | 0.02% | |
| 403 | TFCTRUIST FINL CORP COM | 10,925 | $449.5M | 0.02% | |
| 404 | TMTOYOTA MOTOR CORP ADS | 2,532 | $447.0M | 0.02% | |
| 405 | MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | 2,211 | $446.8M | 0.02% | |
| 406 | RCLROYAL CARIBBEAN GROUP COM | 2,174 | $446.6M | 0.02% | |
| 407 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8,467 | $443.4M | 0.02% | |
| 408 | EWPISHARES MSCI SPAIN ETF | 11,629 | $442.6M | 0.02% | |
| 409 | AGQPROSHARES ULTRAPRO SHORT QQQ | 11,500 | $440.9M | 0.02% | |
| 410 | LHXL3HARRIS TECHNOLOGIES INC COM | 2,104 | $440.4M | 0.02% | |
| 411 | RFREGIONS FINANCIAL CORP NEW COM | 20,171 | $438.3M | 0.02% | |
| 412 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1,042 | $437.7M | 0.02% | |
| 413 | EPDENTERPRISE PRODS PARTNERS L P COM | 12,805 | $437.2M | 0.02% | |
| 414 | SUSLISHARES ESG MSCI USA LEADERS ETF | 4,551 | $436.0M | 0.02% | |
| 415 | AZNASTRAZENECA PLC SPONSORED ADR | 5,931 | $435.9M | 0.02% | |
| 416 | BMYBRISTOL-MYERS SQUIBB CO COM | 7,139 | $435.4M | 0.02% | |
| 417 | AMTAMERICAN TOWER CORP NEW COM | 1,998 | $434.8M | 0.02% | |
| 418 | PNCPNC FINL SVCS GROUP INC COM | 2,464 | $433.2M | 0.02% | |
| 419 | LRCXLAM RESEARCH CORP COM NEW | 5,916 | $430.1M | 0.02% | |
| 420 | BJBJS WHSL CLUB HLDGS INC COM | 3,755 | $428.5M | 0.02% | |
| 421 | WCNWASTE CONNECTIONS INC COM | 2,194 | $428.4M | 0.02% | |
| 422 | IBDINSPIRE CORPORATE BOND ETF | 18,001 | $427.5M | 0.02% | |
| 423 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 17,110 | $425.4M | 0.02% | |
| 424 | COLBCOLUMBIA BKG SYS INC COM | 17,039 | $425.0M | 0.02% | |
| 425 | CMICUMMINS INC COM | 1,353 | $424.1M | 0.02% | |
| 426 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 11,668 | $421.7M | 0.02% | |
| 427 | APHAMPHENOL CORP NEW CL A | 6,429 | $421.7M | 0.02% | |
| 428 | ALSALLSTATE CORP COM | 2,036 | $421.6M | 0.02% | |
| 429 | EWSISHARES MSCI SINGAPORE ETF | 17,619 | $418.6M | 0.02% | |
| 430 | CITHE CIGNA GROUP COM | 1,271 | $418.1M | 0.02% | |
| 431 | GILDGILEAD SCIENCES INC COM | 3,731 | $418.1M | 0.02% | |
| 432 | JKHYHENRY JACK & ASSOC INC COM | 2,260 | $412.7M | 0.02% | |
| 433 | NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | 21,415 | $406.0M | 0.02% | |
| 434 | SHELSHELL PLC SPON ADS | 5,511 | $403.9M | 0.02% | |
| 435 | CMECME GROUP INC COM | 1,518 | $402.9M | 0.02% | |
| 436 | SBUXSTARBUCKS CORP COM | 4,100 | $402.2M | 0.02% | |
| 437 | FBNDFIDELITY TOTAL BOND ETF | 8,779 | $400.8M | 0.02% | |
| 438 | BSYBENTLEY SYS INC COM CL B | 10,165 | $399.9M | 0.02% | |
| 439 | EHCENCOMPASS HEALTH CORP COM | 3,926 | $397.6M | 0.02% | |
| 440 | IBNICICI BANK LIMITED ADR | 12,539 | $395.2M | 0.02% | |
| 441 | NDAQNASDAQ INC COM | 5,173 | $392.4M | 0.02% | |
| 442 | DFSEURDISCOVER FINL SVCS COM | 2,292 | $391.3M | 0.02% | |
| 443 | AEPAMERICAN ELEC PWR CO INC COM | 3,537 | $386.4M | 0.02% | |
| 444 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 2,369 | $379.6M | 0.02% | |
| 445 | INTCINTEL CORP COM | 16,701 | $379.3M | 0.02% | |
| 446 | ITWILLINOIS TOOL WKS INC COM | 1,523 | $377.7M | 0.02% | |
| 447 | ABGCENCORA INC COM | 1,357 | $377.5M | 0.02% | |
| 448 | AIGAMERICAN INTL GROUP INC COM NEW | 4,284 | $372.4M | 0.02% | |
| 449 | CSXCSX CORP COM | 12,624 | $371.5M | 0.02% | |
| 450 | AFLAFLAC INC COM | 3,336 | $370.9M | 0.02% | |
| 451 | EMREMERSON ELEC CO COM | 3,374 | $369.9M | 0.02% | |
| 452 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 1,309 | $369.9M | 0.02% | |
| 453 | VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 3,739 | $369.5M | 0.02% | |
| 454 | TDYTELEDYNE TECHNOLOGIES INC COM | 742 | $369.3M | 0.02% | |
| 455 | OLEDUNIVERSAL DISPLAY CORP COM | 2,648 | $369.3M | 0.02% | |
| 456 | RELXRELX PLC SPONSORED ADR | 7,300 | $368.0M | 0.02% | |
| 457 | VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 5,731 | $367.9M | 0.02% | |
| 458 | AONAON PLC SHS CL A | 920 | $367.4M | 0.02% | |
| 459 | MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 3,648 | $367.1M | 0.02% | |
| 460 | RYROYAL BK CDA COM | 3,249 | $366.3M | 0.02% | |
| 461 | TNADIREXION DAILY SMALL CAP BULL 3X SHARES | 12,492 | $365.5M | 0.02% | |
| 462 | SKYCHAMPION HOMES INC COM | 3,832 | $363.1M | 0.02% | |
| 463 | OREALTY INCOME CORP COM | 6,247 | $362.4M | 0.02% | |
| 464 | IBBISHARES BIOTECHNOLOGY ETF | 2,832 | $362.3M | 0.02% | |
| 465 | BPBP PLC SPONSORED ADR | 10,681 | $360.9M | 0.02% | |
| 466 | WDAYWORKDAY INC CL A | 1,535 | $358.5M | 0.02% | |
| 467 | T7DTRANSDIGM GROUP INC COM | 259 | $358.3M | 0.02% | |
| 468 | HIGHARTFORD INSURANCE GROUP INC COM | 2,875 | $355.8M | 0.02% | |
| 469 | VSTVISTRA CORP COM | 3,012 | $353.7M | 0.02% | |
| 470 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 2,309 | $353.5M | 0.02% | |
| 471 | SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | 12,063 | $352.7M | 0.02% | |
| 472 | OKEONEOK INC NEW COM | 3,535 | $350.7M | 0.02% | |
| 473 | EDCDIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES | 11,348 | $348.6M | 0.02% | |
| 474 | SCHZSCHWAB US AGGREGATE BOND ETF | 15,048 | $348.5M | 0.02% | |
| 475 | DTMDT MIDSTREAM INC COMMON STOCK | 3,609 | $348.1M | 0.02% | |
| 476 | MSCIMSCI INC COM | 613 | $346.7M | 0.02% | |
| 477 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 2,301 | $344.6M | 0.02% | |
| 478 | FTNTFORTINET INC COM | 3,580 | $344.6M | 0.02% | |
| 479 | REGNREGENERON PHARMACEUTICALS COM | 543 | $344.5M | 0.02% | |
| 480 | ANETARISTA NETWORKS INC COM SHS | 4,409 | $341.6M | 0.02% | |
| 481 | VEGAADVISORSHARES STAR GLOBAL BUY-WRITE ETF | 7,901 | $339.8M | 0.02% | |
| 482 | STESTERIS PLC SHS USD | 1,498 | $339.6M | 0.02% | |
| 483 | BABAALIBABA GROUP HLDG LTD SPONSORED ADS | 2,558 | $338.2M | 0.02% | |
| 484 | MCOMOODYS CORP COM | 726 | $337.9M | 0.02% | |
| 485 | FLAUFRANKLIN FTSE AUSTRALIA ETF | 12,151 | $335.8M | 0.02% | |
| 486 | FCXFREEPORT-MCMORAN INC CL B | 8,803 | $333.3M | 0.02% | |
| 487 | HLIHOULIHAN LOKEY INC CL A | 2,048 | $330.7M | 0.02% | |
| 488 | ZTSZOETIS INC CL A | 2,006 | $330.3M | 0.02% | |
| 489 | SONYSONY GROUP CORP SPONSORED ADR | 12,990 | $329.8M | 0.02% | |
| 490 | PYPLPAYPAL HLDGS INC COM | 5,053 | $329.7M | 0.02% | |
| 491 | ESGEISHARES ESG AWARE MSCI EM ETF | 9,383 | $327.9M | 0.02% | |
| 492 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 3,188 | $326.5M | 0.02% | |
| 493 | SPGSIMON PPTY GROUP INC NEW COM | 1,960 | $325.6M | 0.02% | |
| 494 | VNQVANGUARD REAL ESTATE ETF | 3,592 | $325.2M | 0.02% | |
| 495 | KBIAKB FINL GROUP INC SPONSORED ADR | 6,008 | $325.1M | 0.02% | |
| 496 | GMGENERAL MTRS CO COM | 6,898 | $324.4M | 0.02% | |
| 497 | SSNCSS&C TECHNOLOGIES HLDGS INC COM | 3,863 | $322.7M | 0.02% | |
| 498 | VEUVanguard FTSE All-World Ex-US Index Fund ETF | 5,314 | $322.4M | 0.02% | |
| 499 | LHLABCORP HOLDINGS INC COM SHS | 1,382 | $321.7M | 0.02% | |
| 500 | TTENTOTALENERGIES SE SPONSORED ADS | 4,966 | $321.3M | 0.02% |