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 |
|---|---|---|---|---|---|
| 1201 | CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | 12,466 | $0 | 0.00% | |
| 1202 | COURCOURSERA INC COM | 339 | $0 | 0.00% | |
| 1203 | VODVODAFONE GROUP PLC NEW SPONSORED ADR | 5,943 | $0 | 0.00% | |
| 1204 | AVYAVERY DENNISON CORP COM | 39 | $0 | 0.00% | |
| 1205 | SSFSENSIENT TECHNOLOGIES CORP COM | 110 | $0 | 0.00% | |
| 1206 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 2,498 | $0 | 0.00% | |
| 1207 | CZRCAESARS ENTERTAINMENT INC NEW COM | 341 | $0 | 0.00% | |
| 1208 | NWNNORTHWEST NAT HLDG CO COM | 88 | $0 | 0.00% | |
| 1209 | URBNURBAN OUTFITTERS INC COM | 570 | $0 | 0.00% | |
| 1210 | QLYSQUALYS INC COM | 23 | $0 | 0.00% | |
| 1211 | QIWQIWI PLC SPON ADR REP B | 13 | $0 | 0.00% | |
| 1212 | ENQENTEGRIS INC COM | 261 | $0 | 0.00% | |
| 1213 | BZKANZHUN LIMITED SPONSORED ADS | 270 | $0 | 0.00% | |
| 1214 | AZTAAZENTA INC COM | 119 | $0 | 0.00% | |
| 1215 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 11,530 | $0 | 0.00% | |
| 1216 | AIGAMERICAN INTL GROUP INC COM NEW | 3,189 | $0 | 0.00% | |
| 1217 | UTFCOHEN & STEERS INFRASTRUCTURE COM | 2,030 | $0 | 0.00% | |
| 1218 | EMCBWISDOMTREE EMERGING MARKETS CORPORATE BOND FUND | 55 | $0 | 0.00% | |
| 1219 | CGCPCAPITAL GROUP CORE PLUS INCOME ETF | 3,105 | $0 | 0.00% | |
| 1220 | HAUZDBX ETF TRUST - XTRACKERS INTERNATIONAL REAL ESTATE ETF | 87 | $0 | 0.00% | |
| 1221 | —FIRST TR ENERGY INCOME & GROWT COM | 100 | $0 | 0.00% | |
| 1222 | MARMARRIOTT INTL INC NEW CL A | 232 | $0 | 0.00% | |
| 1223 | NHCNATIONAL HEALTHCARE CORP COM | 33 | $0 | 0.00% | |
| 1224 | LRCXEURLAM RESEARCH CORP COM | 331 | $0 | 0.00% | |
| 1225 | SLBSCHLUMBERGER LTD COM STK | 2,796 | $0 | 0.00% | |
| 1226 | VISTVISTA ENERGY S.A.B. DE C.V. SPONSORED ADS | 47 | $0 | 0.00% | |
| 1227 | WFCWELLS FARGO CO NEW COM | 17,994 | $0 | 0.00% | |
| 1228 | ISRGINTUITIVE SURGICAL INC COM NEW | 792 | $0 | 0.00% | |
| 1229 | BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR | 741 | $0 | 0.00% | |
| 1230 | SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF | 100 | $0 | 0.00% | |
| 1231 | GGGGRACO INC COM | 1,578 | $0 | 0.00% | |
| 1232 | AONAON PLC SHS CL A | 909 | $0 | 0.00% | |
| 1233 | GPNGLOBAL PMTS INC COM | 3,239 | $0 | 0.00% | |
| 1234 | SEIMSEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | 814 | $0 | 0.00% | |
| 1235 | LLYELI LILLY & CO COM | 3,132 | $0 | 0.00% | |
| 1236 | HONHONEYWELL INTL INC COM | 1,582 | $0 | 0.00% | |
| 1237 | DOCSDOXIMITY INC CL A | 50 | $0 | 0.00% | |
| 1238 | HPHELMERICH & PAYNE INC COM | 437 | $0 | 0.00% | |
| 1239 | ENOVCOLFAX CORP COM | 19 | $0 | 0.00% | |
| 1240 | FTAIFTAI AVIATION LTD SHS | 1,085 | $0 | 0.00% | |
| 1241 | MRTNMARTEN TRANS LTD COM | 585 | $0 | 0.00% | |
| 1242 | ACTENACT HLDGS INC COM | 40 | $0 | 0.00% | |
| 1243 | VGREURVECTOR GROUP LTD COM | 233 | $0 | 0.00% | |
| 1244 | SBGISINCLAIR INC CL A | 91 | $0 | 0.00% | |
| 1245 | SELVSEI ENHANCED LOW VOLATILITY U.S. LARGE CAP ETF | 337 | $0 | 0.00% | |
| 1246 | EWEDWARDS LIFESCIENCES CORP COM | 1,914 | $0 | 0.00% | |
| 1247 | EEMVISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 137 | $0 | 0.00% | |
| 1248 | CSRCENTERSPACE COM | 51 | $0 | 0.00% | |
| 1249 | ESGDISHARES ESG AWARE MSCI EAFE ETF | 372 | $0 | 0.00% | |
| 1250 | DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF | 7,146 | $0 | 0.00% | |
| 1251 | CTVACORTEVA INC COM | 1,139 | $0 | 0.00% | |
| 1252 | BBJPJPMORGAN BETABUILDERS JAPAN ETF | 41 | $0 | 0.00% | |
| 1253 | ETRNUSDEQUITRANS MIDSTREAM CORP COM | 4,109 | $0 | 0.00% | |
| 1254 | VLUEISHARES MSCI USA VALUE FACTOR ETF | 224 | $0 | 0.00% | |
| 1255 | LBTYBLIBERTY GLOBAL PLC SHS CL C | 3,556 | $0 | 0.00% | |
| 1256 | TALTAL EDUCATION GROUP SPONSORED ADS | 158 | $0 | 0.00% | |
| 1257 | G4RABANCO DE CHILE SPONSORED ADS | 53 | $0 | 0.00% | |
| 1258 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 1,596 | $0 | 0.00% | |
| 1259 | GPIGROUP 1 AUTOMOTIVE INC COM | 155 | $0 | 0.00% | |
| 1260 | TLVGRUPO TELEVISA S A B SPON ADR REP ORD | 1,676 | $0 | 0.00% | |
| 1261 | HYTBLACKROCK CORPOR HI YLD FD INC COM | 4,783 | $0 | 0.00% | |
| 1262 | TTCTORO CO COM | 573 | $0 | 0.00% | |
| 1263 | ROPROPER TECHNOLOGIES INC COM | 312 | $0 | 0.00% | |
| 1264 | NUVBNUVATION BIO INC COM CL A | 1,095 | $0 | 0.00% | |
| 1265 | BFSTBUSINESS FIRST BANCSHARES INC COM | 146 | $0 | 0.00% | |
| 1266 | FORFORESTAR GROUP INC COM | 262 | $0 | 0.00% | |
| 1267 | BSBRBANCO SANTANDER BRASIL S A ADS REP 1 UNIT | 686 | $0 | 0.00% | |
| 1268 | CSTMCONSTELLIUM SE CL A SHS | 502 | $0 | 0.00% | |
| 1269 | MODVQMODIVCARE INC COM | 0 | $0 | 0.00% | |
| 1270 | LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | 1,103 | $0 | 0.00% | |
| 1271 | CSBVICTORYSHARES US SMALL CAP HIGH DIVIDEND VOLATILITY WTD ETF | 589 | $0 | 0.00% | |
| 1272 | BRBRBELLRING BRANDS INC COMMON STOCK | 136 | $0 | 0.00% | |
| 1273 | APTVAPTIV PLC SHS | 1,298 | $0 | 0.00% | |
| 1274 | BITOPROSHARES BITCOIN STRATEGY ETF | 924 | $0 | 0.00% | |
| 1275 | FITBFIFTH THIRD BANCORP COM | 1,167 | $0 | 0.00% | |
| 1276 | —ABCAM PLC ADS | 896 | $0 | 0.00% | |
| 1277 | ORLYOREILLY AUTOMOTIVE INC COM | 403 | $0 | 0.00% | |
| 1278 | CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11 | 2,444 | $0 | 0.00% | |
| 1279 | AVTRAVANTOR INC COM | 1,946 | $0 | 0.00% | |
| 1280 | LNTHLANTHEUS HLDGS INC COM | 399 | $0 | 0.00% | |
| 1281 | TDOCTELADOC HEALTH INC COM | 805 | $0 | 0.00% | |
| 1282 | MRCYMERCURY SYS INC COM | 38 | $0 | 0.00% | |
| 1283 | BCIABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | 186 | $0 | 0.00% | |
| 1284 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 7,070 | $0 | 0.00% | |
| 1285 | NSCNORFOLK SOUTHN CORP COM | 801 | $0 | 0.00% | |
| 1286 | SPAQUSDFISKER INC CL A COM STK | 697 | $0 | 0.00% | |
| 1287 | ITBISHARES U.S. HOME CONSTRUCTION ETF | 211 | $0 | 0.00% | |
| 1288 | ASIXADVANSIX INC COM | 193 | $0 | 0.00% | |
| 1289 | HASIHANNON ARMSTRONG SUST INFR CAP COM | 579 | $0 | 0.00% | |
| 1290 | MMSIMERIT MED SYS INC COM | 49 | $0 | 0.00% | |
| 1291 | AQLTISHARES SELECT DIVIDEND ETF | 450 | $0 | 0.00% | |
| 1292 | PECOPHILLIPS EDISON & CO INC COMMON STOCK | 1,360 | $0 | 0.00% | |
| 1293 | CITHE CIGNA GROUP COM | 1,043 | $0 | 0.00% | |
| 1294 | SKYWSKYWEST INC COM | 321 | $0 | 0.00% | |
| 1295 | STWDSTARWOOD PPTY TR INC COM | 4,768 | $0 | 0.00% | |
| 1296 | XEVVXEATON VANCE LTD DURATION INCOM COM | 1,500 | $0 | 0.00% | |
| 1297 | GSBDGOLDMAN SACHS BDC INC SHS | 1,300 | $0 | 0.00% | |
| 1298 | ARCCARES CAPITAL CORP COM | 9,476 | $0 | 0.00% | |
| 1299 | GBCIGLACIER BANCORP INC NEW COM | 248 | $0 | 0.00% | |
| 1300 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 1,227 | $0 | 0.00% |