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 |
|---|---|
CPRTCOPART INC COM | $230K |
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | $230K |
LNGCHENIERE ENERGY INC COM NEW | $229K |
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | $228K |
CRLCHARLES RIV LABS INTL INC COM | $228K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $228K |
COINCOINBASE GLOBAL INC COM CL A | $228K |
RACEFERRARI N V COM | $228K |
SYYSYSCO CORP COM | $228K |
APPAPPLOVIN CORP COM CL A | $227K |
CITCINTAS CORP COM | $227K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $226K |
QUVUHARTFORD QUALITY VALUE ETF | $226K |
VMCVULCAN MATLS CO COM | $226K |
PNRPENTAIR PLC SHS | $225K |
PLDPROLOGIS INC. COM | $224K |
ULTAULTA BEAUTY INC COM | $224K |
SITESITEONE LANDSCAPE SUPPLY INC COM | $223K |
DECKDECKERS OUTDOOR CORP COM | $223K |
LULULULULEMON ATHLETICA INC COM | $222K |
ARCCARES CAPITAL CORP COM | $222K |
VOOGVANGUARD S&P 500 GROWTH ETF | $222K |
HLNHALEON PLC SPON ADS | $221K |
SWSMURFIT WESTROCK PLC SHS | $221K |
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | $221K |
NSPINSPERITY INC COM | $220K |
HBC2HSBC HLDGS PLC SPON ADR NEW | $220K |
HCAHCA HEALTHCARE INC COM | $220K |
HWMHOWMET AEROSPACE INC COM | $219K |
SESEA LTD SPONSORD ADS | $219K |
SLBSCHLUMBERGER LTD COM STK | $218K |
SAIASAIA INC COM | $218K |
BDXBECTON DICKINSON & CO COM | $218K |
BMOBANK MONTREAL QUE COM | $218K |
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | $217K |
XLFIConsumer Staples Select Sector SPDR ETF | $216K |
7HPHP INC COM | $215K |
IWRISHARES RUSSELL MIDCAP ETF | $214K |
BKRBAKER HUGHES COMPANY CL A | $213K |
PINSPINTEREST INC CL A | $213K |
VICIVICI PPTYS INC COM | $212K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $212K |
NVTNVENT ELECTRIC PLC SHS | $212K |
ADMARCHER DANIELS MIDLAND CO COM | $210K |
ADSKAUTODESK INC COM | $209K |
SCCOSOUTHERN COPPER CORP COM | $208K |
TEAMATLASSIAN CORPORATION CL A | $207K |
HUBSHUBSPOT INC COM | $207K |
HLNEHAMILTON LANE INC CL A | $207K |
XLUUtilities Select Sector SPDR ETF | $206K |
IWBISHARES RUSSELL 1000 ETF | $205K |
AITAPPLIED INDL TECHNOLOGIES INC COM | $204K |
CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | $203K |
MFCMANULIFE FINL CORP COM | $203K |
PCGPG&E CORP COM | $203K |
KMXCARMAX INC COM | $202K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $202K |
THOTHOR INDS INC COM | $202K |
TYLTYLER TECHNOLOGIES INC COM | $201K |
SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $200K |
CMSCMS ENERGY CORP COM | $199K |
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | $198K |
AYIACUITY INC COM | $198K |
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | $198K |
EEMISHARES MSCI EMERGING MARKETS ETF | $198K |
CUREDIREXION DAILY HEALTHCARE BULL 3X SHARES | $197K |
FSKFS KKR CAP CORP COM | $197K |
AXONAXON ENTERPRISE INC COM | $197K |
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | $196K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $196K |
HUMHUMANA INC COM | $194K |
MRVLMARVELL TECHNOLOGY INC COM | $194K |
DGDOLLAR GEN CORP NEW COM | $193K |
IDXXIDEXX LABS INC COM | $193K |
CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $192K |
UALUNITED AIRLS HLDGS INC COM | $192K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $192K |
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $191K |
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | $190K |
07WAMR COOPER GROUP INC COM | $190K |
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | $189K |
WECWEC ENERGY GROUP INC COM | $189K |
KRKROGER CO COM | $189K |
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF | $189K |
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | $189K |
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | $188K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $188K |
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | $188K |
YUMYUM BRANDS INC COM | $186K |
TRMBTRIMBLE INC COM | $185K |
ORIOLD REP INTL CORP COM | $184K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $184K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $183K |
TBILUS TREASURY 3 MONTH BILL ETF | $181K |
TELTE CONNECTIVITY PLC ORD SHS | $181K |
VENVENTAS INC COM | $180K |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $178K |
ITGARTNER INC COM | $178K |
PAHUSDELEMENT SOLUTIONS INC COM | $177K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $177K |