EverSource Wealth Advisors, LLC Q2 2023 Filing
Filed August 4, 2023
Portfolio Value
$907.1B
Holdings
2,512
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (2,512 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 701 | VNLAJANUS HENDERSON SHORT DURATION INCOME ETF | 49,603 | $2K | 0.00% | |
| 702 | MASMASCO CORP COM | 46,297 | $2K | 0.00% | |
| 703 | MRKMERCK & CO INC COM | 33,241 | $2K | 0.00% | |
| 704 | ISMDINSPIRE SMALL/MID CAP ETF | 63,148 | $2K | 0.00% | |
| 705 | 53SBRIDGE INVT GROUP HLDGS INC COM CL A | 226,542 | $2K | 0.00% | |
| 706 | PPGPPG INDS INC COM | 17,831 | $2K | 0.00% | |
| 707 | —IZEA WORLDWIDE INC COM NEW | 1 | $2K | 0.00% | |
| 708 | JPMJPMORGAN CHASE & CO COM | 27,504 | $2K | 0.00% | |
| 709 | WMTWALMART INC COM | 15,982 | $2K | 0.00% | |
| 710 | UHALU HAUL HOLDING COMPANY COM | 44,326 | $2K | 0.00% | |
| 711 | QCOMQUALCOMM INC COM | 20,495 | $2K | 0.00% | |
| 712 | DFCFDIMENSIONAL CORE FIXED INCOME ETF | 59,789 | $2K | 0.00% | |
| 713 | GSGOLDMAN SACHS GROUP INC COM | 8,158 | $2K | 0.00% | |
| 714 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 32,519 | $2K | 0.00% | |
| 715 | EFVISHARES MSCI EAFE VALUE ETF | 40,018 | $1K | 0.00% | |
| 716 | WWJDINSPIRE INTERNATIONAL ETF | 66,709 | $1K | 0.00% | |
| 717 | RWLINVESCO S&P 500 REVENUE ETF | 15,334 | $1K | 0.00% | |
| 718 | TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | 52,171 | $1K | 0.00% | |
| 719 | NDQINVESCO QQQ TRUST SERIES I | 3,906 | $1K | 0.00% | |
| 720 | CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | 29,859 | $1K | 0.00% | |
| 721 | ALBALBEMARLE CORP COM | 351 | $1K | 0.00% | |
| 722 | TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF | 72,272 | $1K | 0.00% | |
| 723 | ABTABBOTT LABS COM | 21,610 | $1K | 0.00% | |
| 724 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 17,355 | $1K | 0.00% | |
| 725 | HEIHEICO CORP NEW CL A | 18 | $1K | 0.00% | |
| 726 | TJXTJX COS INC NEW COM | 19,119 | $1K | 0.00% | |
| 727 | AVDEAVANTIS INTERNATIONAL EQUITY ETF | 26,999 | $1K | 0.00% | |
| 728 | NVONOVO-NORDISK A S ADR | 10,877 | $1K | 0.00% | |
| 729 | DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 29,345 | $1K | 0.00% | |
| 730 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 24,846 | $1K | 0.00% | |
| 731 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 3,051 | $1K | 0.00% | |
| 732 | BACBANK AMERICA CORP COM | 44,184 | $1K | 0.00% | |
| 733 | ABTUGBXAQUABOUNTY TECHNOLOGIES INC COM NEW | 3 | $1K | 0.00% | |
| 734 | KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A | 40,336 | $1K | 0.00% | |
| 735 | VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF | 19,652 | $1K | 0.00% | |
| 736 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 34,443 | $1K | 0.00% | |
| 737 | DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF | 63,913 | $1K | 0.00% | |
| 738 | IYWISHARES U.S. TECHNOLOGY ETF | 14,694 | $1K | 0.00% | |
| 739 | VBRVANGUARD SMALL CAP VALUE ETF | 15,773 | $1K | 0.00% | |
| 740 | CRWDCROWDSTRIKE HLDGS INC CL A | 12,806 | $1K | 0.00% | |
| 741 | PANWPALO ALTO NETWORKS INC COM | 8,735 | $1K | 0.00% | |
| 742 | IJHISHARES CORE S&P MID-CAP ETF | 4,382 | $1K | 0.00% | |
| 743 | OXYOCCIDENTAL PETE CORP COM | 36,617 | $1K | 0.00% | |
| 744 | CLHCLEAN HARBORS INC COM | 10,457 | $1K | 0.00% | |
| 745 | MCDMCDONALDS CORP COM | 6,432 | $1K | 0.00% | |
| 746 | VVISA INC COM CL A | 11,584 | $1K | 0.00% | |
| 747 | MAMASTERCARD INCORPORATED CL A | 4,619 | $1K | 0.00% | |
| 748 | AVSFAVANTIS SHORT-TERM FIXED INCOME ETF | 31,051 | $1K | 0.00% | |
| 749 | ADBEADOBE SYSTEMS INCORPORATED COM | 3,590 | $1K | 0.00% | |
| 750 | DFICDIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | 64,578 | $1K | 0.00% | |
| 751 | IWDISHARES RUSSELL 1000 VALUE ETF | 8,645 | $1K | 0.00% | |
| 752 | PNFPPINNACLE FINL PARTNERS INC COM | 21,544 | $1K | 0.00% | |
| 753 | BDXBECTON DICKINSON & CO COM | 4,429 | $1K | 0.00% | |
| 754 | BRK-BBERKSHIRE HATHAWAY INC DEL CL A | 3 | $1K | 0.00% | |
| 755 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | 2,804 | $0 | 0.00% | |
| 756 | XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 738 | $0 | 0.00% | |
| 757 | IRTINDEPENDENCE RLTY TR INC COM | 4,879 | $0 | 0.00% | |
| 758 | USAIPACER AMERICAN ENERGY INDEPENDENCE ETF | 2,442 | $0 | 0.00% | |
| 759 | MMTMFS MULTIMARKET INCOME TR SH BEN INT | 763 | $0 | 0.00% | |
| 760 | CCOCAMECO CORP COM | 409 | $0 | 0.00% | |
| 761 | FIPFTAI INFRASTRUCTURE INC COMMON STOCK | 1,085 | $0 | 0.00% | |
| 762 | BNBROOKFIELD CORP CL A LTD VT SH | 1,047 | $0 | 0.00% | |
| 763 | AMLPALERIAN MLP ETF | 11,713 | $0 | 0.00% | |
| 764 | REEVEREST GROUP LTD COM | 232 | $0 | 0.00% | |
| 765 | SNNSMITH & NEPHEW PLC SPDN ADR NEW | 650 | $0 | 0.00% | |
| 766 | BILLBILL HOLDINGS INC COM | 123 | $0 | 0.00% | |
| 767 | UAUNDER ARMOUR INC CL C | 1,030 | $0 | 0.00% | |
| 768 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 192 | $0 | 0.00% | |
| 769 | DNBDUN & BRADSTREET HLDGS INC COM | 1,359 | $0 | 0.00% | |
| 770 | —THE NECESSITY RETAIL REIT INC COM CLASS A | 416 | $0 | 0.00% | |
| 771 | UMBFUMB FINL CORP COM | 67 | $0 | 0.00% | |
| 772 | LIILENNOX INTL INC COM | 960 | $0 | 0.00% | |
| 773 | VSATVIASAT INC COM | 402 | $0 | 0.00% | |
| 774 | BF/ABROWN FORMAN CORP CL A | 1,930 | $0 | 0.00% | |
| 775 | LPGDORIAN LPG LTD SHS USD | 144 | $0 | 0.00% | |
| 776 | MARAMARATHON DIGITAL HOLDINGS INC COM | 75 | $0 | 0.00% | |
| 777 | ZTSZOETIS INC CL A | 1,643 | $0 | 0.00% | |
| 778 | SNEXSTONEX GROUP INC COM | 42 | $0 | 0.00% | |
| 779 | CIOCITY OFFICE REIT INC COM | 523 | $0 | 0.00% | |
| 780 | DNLIDENALI THERAPEUTICS INC COM | 44 | $0 | 0.00% | |
| 781 | SEESEALED AIR CORP NEW COM | 1,559 | $0 | 0.00% | |
| 782 | SCHWSCHWAB CHARLES CORP COM | 19,521 | $0 | 0.00% | |
| 783 | NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 1,300 | $0 | 0.00% | |
| 784 | DTHWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | 200 | $0 | 0.00% | |
| 785 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 617 | $0 | 0.00% | |
| 786 | BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | 916 | $0 | 0.00% | |
| 787 | OSKOSHKOSH CORP COM | 13 | $0 | 0.00% | |
| 788 | IBBISHARES BIOTECHNOLOGY ETF | 5,047 | $0 | 0.00% | |
| 789 | XHLFBONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF | 1,354 | $0 | 0.00% | |
| 790 | KMIKINDER MORGAN INC DEL COM | 5,084 | $0 | 0.00% | |
| 791 | SLViShares Silver Trust ETF | 15,037 | $0 | 0.00% | |
| 792 | OIIOCEANEERING INTL INC COM | 925 | $0 | 0.00% | |
| 793 | BUSDBARNES GROUP INC COM | 512 | $0 | 0.00% | |
| 794 | CRSCARPENTER TECHNOLOGY CORP COM | 191 | $0 | 0.00% | |
| 795 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 1,096 | $0 | 0.00% | |
| 796 | TPLCTIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND | 20,771 | $0 | 0.00% | |
| 797 | UALUNITED AIRLS HLDGS INC COM | 3,364 | $0 | 0.00% | |
| 798 | BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | 266 | $0 | 0.00% | |
| 799 | VLOVALERO ENERGY CORP COM | 5,018 | $0 | 0.00% | |
| 800 | CIR2USDCIRCOR INTL INC COM | 303 | $0 | 0.00% |