EverSource Wealth Advisors, LLC Q3 2023 Filing
Filed November 3, 2023
Portfolio Value
$942.9B
Holdings
2,508
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (2,508 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1001 | IWOISHARES RUSSELL 2000 GROWTH ETF | 163 | $0 | 0.00% | |
| 1002 | MPCMARATHON PETE CORP COM | 6,379 | $0 | 0.00% | |
| 1003 | VRTVEURVERITIV CORP COM | 86 | $0 | 0.00% | |
| 1004 | MERCMERCER INTL INC COM | 168 | $0 | 0.00% | |
| 1005 | HB6HIBBETT INC COM | 41 | $0 | 0.00% | |
| 1006 | PBVPRESTIGE CONSMR HEALTHCARE INC COM | 253 | $0 | 0.00% | |
| 1007 | RBLXROBLOX CORP CL A | 1,540 | $0 | 0.00% | |
| 1008 | SAICSCIENCE APPLICATIONS INTL CORP COM | 63 | $0 | 0.00% | |
| 1009 | SPSCSPS COMM INC COM | 533 | $0 | 0.00% | |
| 1010 | SSLSASOL LTD SPONSORED ADR | 2,150 | $0 | 0.00% | |
| 1011 | CBCVR ENERGY INC COM | 299 | $0 | 0.00% | |
| 1012 | SNOWSNOWFLAKE INC CL A | 238 | $0 | 0.00% | |
| 1013 | SMGSCOTTS MIRACLE-GRO CO CL A | 3,200 | $0 | 0.00% | |
| 1014 | PATKPATRICK INDS INC COM | 76 | $0 | 0.00% | |
| 1015 | GDXVANECK GOLD MINERS ETF | 240 | $0 | 0.00% | |
| 1016 | FMFFORMFACTOR INC COM | 53 | $0 | 0.00% | |
| 1017 | WKCWORLD KINECT CORPORATION COM | 117 | $0 | 0.00% | |
| 1018 | VDCVANGUARD CONSUMER STAPLES ETF | 555 | $0 | 0.00% | |
| 1019 | EEFTEURONET WORLDWIDE INC COM | 67 | $0 | 0.00% | |
| 1020 | GAINGLADSTONE INVT CORP COM | 1,533 | $0 | 0.00% | |
| 1021 | XARSPDR S&P AEROSPACE & DEFENSE ETF | 20 | $0 | 0.00% | |
| 1022 | PINSPINTEREST INC CL A | 10,842 | $0 | 0.00% | |
| 1023 | DOXAMDOCS LTD SHS | 47 | $0 | 0.00% | |
| 1024 | SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 340 | $0 | 0.00% | |
| 1025 | BRWTEMPLETON GLOBAL INCOME FD COM | 0 | $0 | 0.00% | |
| 1026 | BMRCBANK MARIN BANCORP COM | 139 | $0 | 0.00% | |
| 1027 | NTRNUTRIEN LTD COM | 723 | $0 | 0.00% | |
| 1028 | AMANTERO MIDSTREAM CORP COM | 6,955 | $0 | 0.00% | |
| 1029 | DENEURDENBURY INC COM | 26 | $0 | 0.00% | |
| 1030 | EWLISHARES MSCI SWITZERLAND ETF | 100 | $0 | 0.00% | |
| 1031 | SCHXSCHWAB U.S. LARGE-CAP ETF | 2,988 | $0 | 0.00% | |
| 1032 | BNTXBIONTECH SE SPONSORED ADS | 855 | $0 | 0.00% | |
| 1033 | TRTOOTSIE ROLL INDS INC COM | 87 | $0 | 0.00% | |
| 1034 | INDBINDEPENDENT BK CORP MASS COM | 98 | $0 | 0.00% | |
| 1035 | CRLCHARLES RIV LABS INTL INC COM | 1,601 | $0 | 0.00% | |
| 1036 | ROKUROKU INC COM CL A | 1,092 | $0 | 0.00% | |
| 1037 | SPHQINVESCO S&P 500 QUALITY ETF | 188 | $0 | 0.00% | |
| 1038 | PETSPETMED EXPRESS INC COM | 181 | $0 | 0.00% | |
| 1039 | PG4PRINCIPAL FINANCIAL GROUP INC COM | 653 | $0 | 0.00% | |
| 1040 | SIDCOMPANHIA SIDERURGICA NACIONAL SPONSORED ADR | 600 | $0 | 0.00% | |
| 1041 | DKNGDRAFTKINGS INC NEW COM CL A | 9,026 | $0 | 0.00% | |
| 1042 | ECPGENCORE CAP GROUP INC COM | 144 | $0 | 0.00% | |
| 1043 | MACMACERICH CO COM | 24,196 | $0 | 0.00% | |
| 1044 | DAVAENDAVA PLC ADS | 48 | $0 | 0.00% | |
| 1045 | CARSCARS COM INC COM | 234 | $0 | 0.00% | |
| 1046 | SANMSANMINA CORPORATION COM | 602 | $0 | 0.00% | |
| 1047 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 1,294 | $0 | 0.00% | |
| 1048 | SPXCSPX TECHNOLOGIES INC COM | 371 | $0 | 0.00% | |
| 1049 | OUTOUTFRONT MEDIA INC COM | 509 | $0 | 0.00% | |
| 1050 | OXMOXFORD INDS INC COM | 43 | $0 | 0.00% | |
| 1051 | NUDMNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF | 701 | $0 | 0.00% | |
| 1052 | DJTDIGITAL WORLD ACQUISITION CORP CLASS A COM | 3,068 | $0 | 0.00% | |
| 1053 | BCXBLACKROCK RES & COMMODITIES ST SHS | 5,914 | $0 | 0.00% | |
| 1054 | GLWCORNING INC COM | 237 | $0 | 0.00% | |
| 1055 | AGZISHARES AGENCY BOND ETF | 29 | $0 | 0.00% | |
| 1056 | CKXCKX LDS INC COM | 400 | $0 | 0.00% | |
| 1057 | RGRSTURM RUGER & CO INC COM | 351 | $0 | 0.00% | |
| 1058 | SCHASCHWAB U.S. SMALL-CAP ETF | 482 | $0 | 0.00% | |
| 1059 | ESEVERSOURCE ENERGY COM | 572 | $0 | 0.00% | |
| 1060 | SSENTINELONE INC CL A | 124 | $0 | 0.00% | |
| 1061 | NVSNNOVARTIS AG SPONSORED ADR | 1,867 | $0 | 0.00% | |
| 1062 | FTGCFirst Trust Global Tactical Commodity Strategy ETF | 566 | $0 | 0.00% | |
| 1063 | ALGTALLEGIANT TRAVEL CO COM | 178 | $0 | 0.00% | |
| 1064 | EXPEAGLE MATLS INC COM | 66 | $0 | 0.00% | |
| 1065 | MSMMSC INDL DIRECT INC CL A | 84 | $0 | 0.00% | |
| 1066 | IYLDISHARES MORNINGSTAR MULTI-ASSET INCOME ETF | 769 | $0 | 0.00% | |
| 1067 | FERGFERGUSON PLC NEW SHS | 1,502 | $0 | 0.00% | |
| 1068 | FIVEFIVE BELOW INC COM | 8 | $0 | 0.00% | |
| 1069 | DNPDNP SELECT INCOME FD INC COM | 10,900 | $0 | 0.00% | |
| 1070 | SKAASKECHERS U S A INC CL A | 415 | $0 | 0.00% | |
| 1071 | SMCIUSDSUPER MICRO COMPUTER INC COM | 786 | $0 | 0.00% | |
| 1072 | SCHISCHWAB 5-10 YEAR CORPORATE BOND ETF | 207 | $0 | 0.00% | |
| 1073 | HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF | 235 | $0 | 0.00% | |
| 1074 | BBWIBATH & BODY WORKS INC COM | 468 | $0 | 0.00% | |
| 1075 | EBNDSPDR BLOOMBERG EMERGING MARKETS LOCAL BOND ETF | 186 | $0 | 0.00% | |
| 1076 | HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | 1,033 | $0 | 0.00% | |
| 1077 | DVADAVITA INC COM | 187 | $0 | 0.00% | |
| 1078 | MTBM & T BK CORP COM | 789 | $0 | 0.00% | |
| 1079 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 122 | $0 | 0.00% | |
| 1080 | VENVENTAS INC COM | 455 | $0 | 0.00% | |
| 1081 | CRGYCRESCENT ENERGY COMPANY CL A COM | 1,335 | $0 | 0.00% | |
| 1082 | —CRESTWOOD EQUITY PARTNERS LP UNIT LTD PARTNER | 46 | $0 | 0.00% | |
| 1083 | EFCELLINGTON FINANCIAL INC COM | 270 | $0 | 0.00% | |
| 1084 | KBHKB HOME COM | 79 | $0 | 0.00% | |
| 1085 | BKHBLACK HILLS CORP COM | 1,532 | $0 | 0.00% | |
| 1086 | SCHFSCHWAB INTERNATIONAL EQUITY ETF | 418 | $0 | 0.00% | |
| 1087 | VONGVANGUARD RUSSELL 1000 GROWTH ETF | 1,026 | $0 | 0.00% | |
| 1088 | CINFCINCINNATI FINL CORP COM | 58 | $0 | 0.00% | |
| 1089 | VDEVANGUARD ENERGY ETF | 1,406 | $0 | 0.00% | |
| 1090 | SFSTIFEL FINL CORP COM | 104 | $0 | 0.00% | |
| 1091 | UNPUNION PAC CORP COM | 2,247 | $0 | 0.00% | |
| 1092 | SMSM ENERGY CO COM | 1,539 | $0 | 0.00% | |
| 1093 | ONTOONTO INNOVATION INC COM | 56 | $0 | 0.00% | |
| 1094 | 2JQGRITSTONE BIO INC COM | 649 | $0 | 0.00% | |
| 1095 | ARWARROW ELECTRS INC COM | 1,105 | $0 | 0.00% | |
| 1096 | ANDEANDERSONS INC COM | 256 | $0 | 0.00% | |
| 1097 | DBCInvesco DB Commodity Index Tracking ETF | 757 | $0 | 0.00% | |
| 1098 | BLKCHFBLACKROCK INC COM | 414 | $0 | 0.00% | |
| 1099 | MMIMARCUS & MILLICHAP INC COM | 0 | $0 | 0.00% | |
| 1100 | N1UANEW ORIENTAL ED & TECHNOLOGY G SPON ADR | 27 | $0 | 0.00% |