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 |
|---|---|---|---|---|---|
| 1101 | APOGAPOGEE ENTERPRISES INC COM | 247 | $0 | 0.00% | |
| 1102 | CSCOCISCO SYS INC COM | 13,435 | $0 | 0.00% | |
| 1103 | MBBISHARES MBS ETF | 7,228 | $0 | 0.00% | |
| 1104 | REZIRESIDEO TECHNOLOGIES INC COM | 125 | $0 | 0.00% | |
| 1105 | MYEMYERS INDS INC COM | 0 | $0 | 0.00% | |
| 1106 | CFRCULLEN FROST BANKERS INC COM | 446 | $0 | 0.00% | |
| 1107 | ONON SEMICONDUCTOR CORP COM | 3,661 | $0 | 0.00% | |
| 1108 | USMVISHARES MSCI USA MIN VOL FACTOR ETF | 2,781 | $0 | 0.00% | |
| 1109 | MNSTMONSTER BEVERAGE CORP NEW COM | 1,659 | $0 | 0.00% | |
| 1110 | KNKNOWLES CORP COM | 879 | $0 | 0.00% | |
| 1111 | FLOFLOWERS FOODS INC COM | 668 | $0 | 0.00% | |
| 1112 | SMHVANECK SEMICONDUCTOR ETF | 875 | $0 | 0.00% | |
| 1113 | PRGPROG HOLDINGS INC COM NPV | 135 | $0 | 0.00% | |
| 1114 | GLOBGLOBANT S A COM | 329 | $0 | 0.00% | |
| 1115 | SHOPSHOPIFY INC CL A | 3,281 | $0 | 0.00% | |
| 1116 | CPRICAPRI HOLDINGS LIMITED SHS | 81 | $0 | 0.00% | |
| 1117 | SNASNAP ON INC COM | 147 | $0 | 0.00% | |
| 1118 | EIMEATON VANCE MUN BD FD COM | 0 | $0 | 0.00% | |
| 1119 | ESNTESSENT GROUP LTD COM | 441 | $0 | 0.00% | |
| 1120 | ECLECOLAB INC COM | 261 | $0 | 0.00% | |
| 1121 | AIZASSURANT INC COM | 448 | $0 | 0.00% | |
| 1122 | VRTSVIRTUS INVT PARTNERS INC COM | 13 | $0 | 0.00% | |
| 1123 | ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 502 | $0 | 0.00% | |
| 1124 | KBWDINVESCO KBW HIGH DIVIDEND YIELD FINANCIAL ETF | 390 | $0 | 0.00% | |
| 1125 | VIOGVANGUARD S&P SMALL-CAP 600 GROWTH ETF | 448 | $0 | 0.00% | |
| 1126 | PULSPGIM ULTRA SHORT BOND ETF | 6,701 | $0 | 0.00% | |
| 1127 | LHXL3HARRIS TECHNOLOGIES INC COM | 688 | $0 | 0.00% | |
| 1128 | MTNVAIL RESORTS INC COM | 12 | $0 | 0.00% | |
| 1129 | WTMWHITE MTNS INS GROUP LTD COM | 9 | $0 | 0.00% | |
| 1130 | TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | 39,926 | $0 | 0.00% | |
| 1131 | MNROMONRO INC COM | 37 | $0 | 0.00% | |
| 1132 | IGMISHARES EXPANDED TECH SECTOR ETF | 127 | $0 | 0.00% | |
| 1133 | CASYCASEYS GEN STORES INC COM | 23 | $0 | 0.00% | |
| 1134 | SL2SLEEP NUMBER CORP COM | 100 | $0 | 0.00% | |
| 1135 | MTRXMATRIX SVC CO COM | 2,000 | $0 | 0.00% | |
| 1136 | GEGGEO GROUP INC NEW COM | 228 | $0 | 0.00% | |
| 1137 | —HYDROFARM HLDGS GROUP INC COM | 834 | $0 | 0.00% | |
| 1138 | CAMTCAMTEK LTD ORD | 22 | $0 | 0.00% | |
| 1139 | LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | 531 | $0 | 0.00% | |
| 1140 | ERFGBPENERPLUS CORP COM | 2,958 | $0 | 0.00% | |
| 1141 | IVLUISHARES MSCI INTL VALUE FACTOR ETF | 18,263 | $0 | 0.00% | |
| 1142 | FCELCHFFUELCELL ENERGY INC COM | 0 | $0 | 0.00% | |
| 1143 | HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF | 1,278 | $0 | 0.00% | |
| 1144 | AEMAGNICO EAGLE MINES LTD COM | 286 | $0 | 0.00% | |
| 1145 | RGENREPLIGEN CORP COM | 39 | $0 | 0.00% | |
| 1146 | GMEGAMESTOP CORP NEW CL A | 128 | $0 | 0.00% | |
| 1147 | PAHUSDELEMENT SOLUTIONS INC COM | 1,318 | $0 | 0.00% | |
| 1148 | JELDJELD-WEN HLDG INC COM | 326 | $0 | 0.00% | |
| 1149 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,373 | $0 | 0.00% | |
| 1150 | PNWPINNACLE WEST CAP CORP COM | 972 | $0 | 0.00% | |
| 1151 | RITMRITHM CAPITAL CORP COM NEW | 9,733 | $0 | 0.00% | |
| 1152 | A4SAMERIPRISE FINL INC COM | 671 | $0 | 0.00% | |
| 1153 | ANETEURARISTA NETWORKS INC COM | 655 | $0 | 0.00% | |
| 1154 | XFEBFIRST TRUST PREFERRED SECURITIES & INCOME ETF | 653 | $0 | 0.00% | |
| 1155 | —AVANTAX INC COM | 82 | $0 | 0.00% | |
| 1156 | NULGNUVEEN ESG LARGE-CAP GROWTH ETF | 396 | $0 | 0.00% | |
| 1157 | VRSNVERISIGN INC COM | 404 | $0 | 0.00% | |
| 1158 | MGYMAGNOLIA OIL & GAS CORP CL A | 273 | $0 | 0.00% | |
| 1159 | NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF | 649 | $0 | 0.00% | |
| 1160 | GLBEGLOBAL E ONLINE LTD SHS | 207 | $0 | 0.00% | |
| 1161 | SWKSTANLEY BLACK & DECKER INC COM | 518 | $0 | 0.00% | |
| 1162 | EXPDEXPEDITORS INTL WASH INC COM | 7,213 | $0 | 0.00% | |
| 1163 | AGOXADAPTIVE ALPHA OPPORTUNITIES ETF | 4,076 | $0 | 0.00% | |
| 1164 | LBRTLIBERTY ENERGY INC COM CL A | 591 | $0 | 0.00% | |
| 1165 | AYIACUITY BRANDS INC COM | 107 | $0 | 0.00% | |
| 1166 | GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | 2,391 | $0 | 0.00% | |
| 1167 | DCHAMERICAN AXLE & MFG HLDGS INC COM | 978 | $0 | 0.00% | |
| 1168 | AROCARCHROCK INC COM | 218 | $0 | 0.00% | |
| 1169 | UPSUNITED PARCEL SERVICE INC CL B | 3,839 | $0 | 0.00% | |
| 1170 | RACEFERRARI N V COM | 177 | $0 | 0.00% | |
| 1171 | PNNTPENNANTPARK INVT CORP COM | 1,842 | $0 | 0.00% | |
| 1172 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 800 | $0 | 0.00% | |
| 1173 | NCZVIRTUS CONVERTIBLE & INC FD II COM | 4,300 | $0 | 0.00% | |
| 1174 | PFFISHARES PREFERRED & INCOME SECURITIES ETF | 249 | $0 | 0.00% | |
| 1175 | UAAUNDER ARMOUR INC CL A | 750 | $0 | 0.00% | |
| 1176 | FOSLFOSSIL GROUP INC COM | 500 | $0 | 0.00% | |
| 1177 | KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF | 2,172 | $0 | 0.00% | |
| 1178 | PTLCPACER TRENDPILOT US LARGE CAP ETF | 229 | $0 | 0.00% | |
| 1179 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 1,465 | $0 | 0.00% | |
| 1180 | SAIASAIA INC COM | 766 | $0 | 0.00% | |
| 1181 | GNMAISHARES GNMA BOND ETF | 804 | $0 | 0.00% | |
| 1182 | AVGEAVANTIS ALL EQUITY MARKETS ETF | 584 | $0 | 0.00% | |
| 1183 | TEAMATLASSIAN CORPORATION CL A | 114 | $0 | 0.00% | |
| 1184 | THGHANOVER INS GROUP INC COM | 55 | $0 | 0.00% | |
| 1185 | NTGRNETGEAR INC COM | 170 | $0 | 0.00% | |
| 1186 | EVTCEVERTEC INC COM | 28 | $0 | 0.00% | |
| 1187 | TXNTEXAS INSTRS INC COM | 2,469 | $0 | 0.00% | |
| 1188 | RIVNRIVIAN AUTOMOTIVE INC COM CL A | 547 | $0 | 0.00% | |
| 1189 | JJSFJ & J SNACK FOODS CORP COM | 24 | $0 | 0.00% | |
| 1190 | EHABENHABIT INC COM | 500 | $0 | 0.00% | |
| 1191 | VETVERMILION ENERGY INC COM | 314 | $0 | 0.00% | |
| 1192 | RCLROYAL CARIBBEAN GROUP COM | 655 | $0 | 0.00% | |
| 1193 | OPADOFFERPAD SOLUTIONS INC COM CL A | 129 | $0 | 0.00% | |
| 1194 | SNAPSNAP INC CL A | 4,155 | $0 | 0.00% | |
| 1195 | RMAXRE MAX HLDGS INC CL A | 100 | $0 | 0.00% | |
| 1196 | REGREGENCY CTRS CORP COM | 33 | $0 | 0.00% | |
| 1197 | MNDYMONDAY COM LTD SHS | 136 | $0 | 0.00% | |
| 1198 | SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | 218 | $0 | 0.00% | |
| 1199 | APPNAPPIAN CORP CL A | 118 | $0 | 0.00% | |
| 1200 | MVBFMVB FINL CORP COM | 85 | $0 | 0.00% |