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 |
|---|---|
ABNBAIRBNB INC COM CL A | $176K |
URIUNITED RENTALS INC COM | $176K |
CFGCITIZENS FINL GROUP INC COM | $176K |
MTBM & T BK CORP COM | $175K |
AVGEAVANTIS ALL EQUITY MARKETS ETF | $175K |
BKHBLACK HILLS CORP COM | $175K |
EAELECTRONIC ARTS INC COM | $174K |
SMBVANECK SHORT MUNI ETF | $174K |
KVUEKENVUE INC COM | $174K |
RPRXROYALTY PHARMA PLC SHS CLASS A | $172K |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $172K |
VEEVVEEVA SYS INC CL A COM | $172K |
ENQENTEGRIS INC COM | $172K |
TSNTYSON FOODS INC CL A | $171K |
TWLOTWILIO INC CL A | $171K |
ONON SEMICONDUCTOR CORP COM | $171K |
RIORIO TINTO PLC SPONSORED ADR | $169K |
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | $169K |
HESHESS CORP COM | $169K |
LDURPIMCO ENHANCED LOW DURATION ACTIVE ETF | $168K |
DALDELTA AIR LINES INC DEL COM NEW | $168K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $167K |
SMGSCOTTS MIRACLE-GRO CO CL A | $167K |
JGHNUVEEN GLOBAL HIGH INCOME FD SHS | $167K |
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF | $166K |
NINISOURCE INC COM | $166K |
QQQMINVESCO NASDAQ 100 ETF | $165K |
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | $165K |
SECTMAIN SECTOR ROTATION ETF | $164K |
GWWGRAINGER W W INC COM | $164K |
IMOIMPERIAL OIL LTD COM NEW | $164K |
8CWCROWN CASTLE INC COM | $164K |
BAXBAXTER INTL INC COM | $163K |
DDDUPONT DE NEMOURS INC COM | $163K |
CFCF INDS HLDGS INC COM | $163K |
HDBHDFC BANK LTD SPONSORED ADS | $162K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $161K |
AG8AGILENT TECHNOLOGIES INC COM | $161K |
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | $161K |
EWEDWARDS LIFESCIENCES CORP COM | $161K |
LADLITHIA MTRS INC COM | $161K |
WABWABTEC COM | $161K |
FFORD MTR CO COM | $160K |
GPIGROUP 1 AUTOMOTIVE INC COM | $160K |
IUSGISHARES CORE S&P U.S. GROWTH ETF | $160K |
HALOHALOZYME THERAPEUTICS INC COM | $160K |
ANAUTONATION INC COM | $159K |
TBLLINVESCO SHORT TERM TREASURY ETF | $158K |
CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | $158K |
IRINGERSOLL RAND INC COM | $157K |
XMMOINVESCO S&P MIDCAP MOMENTUM ETF | $157K |
ROKROCKWELL AUTOMATION INC COM | $157K |
EMEEMCOR GROUP INC COM | $156K |
VDCVANGUARD CONSUMER STAPLES ETF | $156K |
LWLAMB WESTON HLDGS INC COM | $156K |
PCARPACCAR INC COM | $156K |
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM | $156K |
BCSBARCLAYS PLC ADR | $155K |
TQQQPROSHARES ULTRAPRO QQQ | $155K |
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF | $154K |
ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | $153K |
ROSTROSS STORES INC COM | $151K |
EQHEQUITABLE HLDGS INC COM | $151K |
CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | $151K |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $151K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $151K |
CNCCENTENE CORP DEL COM | $151K |
EVREVERCORE INC CLASS A | $151K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $150K |
MLB1MERCADOLIBRE INC COM | $150K |
IJKISHARES S&P MID-CAP 400 GROWTH ETF | $149K |
RBLXROBLOX CORP CL A | $149K |
PSAPUBLIC STORAGE OPER CO COM | $148K |
XFOFXCOHEN & STEERS CLOSED-END OPPO COM | $147K |
VRNAVERONA PHARMA PLC SPONSORED ADS | $145K |
ELDELDORADO GOLD CORP NEW COM | $145K |
EIXEDISON INTL COM | $145K |
RSRELIANCE INC COM | $145K |
DRIDARDEN RESTAURANTS INC COM | $143K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $143K |
0DFCDIREXION DAILY FINANCIAL BULL 3X SHARES | $142K |
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $142K |
FBCGFIDELITY BLUE CHIP GROWTH ETF | $142K |
HMCHONDA MOTOR LTD ADR ECH CNV IN 3 | $141K |
NEMNEWMONT CORP COM | $141K |
EMBJEMBRAER S.A. SPONSORED ADS | $140K |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $140K |
CVNACARVANA CO CL A | $140K |
LLOEWS CORP COM | $140K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $138K |
VRTVERTIV HOLDINGS CO COM CL A | $138K |
BCXBLACKROCK RES & COMMODITIES ST SHS | $137K |
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR | $136K |
ZSZSCALER INC COM | $136K |
ZBHZIMMER BIOMET HOLDINGS INC COM | $136K |
LRGFISHARES U.S. EQUITY FACTOR ETF | $136K |
BYLDISHARES YIELD OPTIMIZED BOND ETF | $136K |
EXPIEXP WORLD HLDGS INC COM | $136K |
BIIBBIOGEN INC COM | $136K |
SSBUSDSOUTHSTATE CORPORATION COM | $135K |