EverSource Wealth Advisors, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$660.4B

Holdings

2,313

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (2,313 positions)

#StockSharesValue% PortfolioType
701
MKTXMARKETAXESS HLDGS INC COM
226$00.00%
702
MSCIMSCI INC COM
409$00.00%
703
CROXCROCS INC COM
262$00.00%
704
SEELOS THERAPEUTICS INC COM
0$00.00%
705
EFGISHARES MSCI EAFE GROWTH ETF
6,314$00.00%
706
TKCTURKCELL ILETISIM HIZMETLERI SPON ADR NEW
19,406$00.00%
707
SEICSEI INVTS CO COM
592$00.00%
708
AMRXAMNEAL PHARMACEUTICALS INC COM STK CL A
671$00.00%
709
DHRDANAHER CORPORATION COM
1,513$00.00%
710
HPEHEWLETT PACKARD ENTERPRISE CO COM
17,752$00.00%
711
THSTREEHOUSE FOODS INC COM
539$00.00%
712
FMXFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS
1,085$00.00%
713
WCNWASTE CONNECTIONS INC COM
1,742$00.00%
714
AJGGALLAGHER ARTHUR J & CO COM
752$00.00%
715
DXCDXC TECHNOLOGY CO COM
1,189$00.00%
716
BF/BBROWN FORMAN CORP CL B
1,416$00.00%
717
AAONAAON INC COM PAR $0.004
156$00.00%
718
CLBCORE LABORATORIES N V COM
100$00.00%
719
UTLUNITIL CORP COM
47$00.00%
720
SCHESCHWAB EMERGING MARKETS EQUITY ETF
173$00.00%
721
NEONEOGENOMICS INC COM NEW
636$00.00%
722
DOCNDIGITALOCEAN HLDGS INC COM
149$00.00%
723
RSRELIANCE STEEL & ALUMINUM CO COM
435$00.00%
724
SBG1SEACOAST BKG CORP FLA COM NEW
62$00.00%
725
CTVHELIX ENERGY SOLUTIONS GRP INC COM
397$00.00%
726
NGGNATIONAL GRID PLC SPONSORED ADR NE
630$00.00%
727
NXPINXP SEMICONDUCTORS N V COM
620$00.00%
728
EMREMERSON ELEC CO COM
642$00.00%
729
APPSDIGITAL TURBINE INC COM NEW
885$00.00%
730
PHMPULTE GROUP INC COM
290$00.00%
731
XEVGXEATON VANCE SHORT DURATION DIV COM
2,750$00.00%
732
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT
531$00.00%
733
IEIINSIGHT ENTERPRISES INC COM
1,071$00.00%
734
COINCOINBASE GLOBAL INC COM CL A
585$00.00%
735
HPPHUDSON PAC PPTYS INC COM
3,424$00.00%
736
WEWORK INC CL A
1,492$00.00%
737
NMFCNEW MTN FIN CORP COM
925$00.00%
738
COHRCOHERENT CORP COM
1,470$00.00%
739
CBTCABOT CORP COM
261$00.00%
740
OXYOCCIDENTAL PETE CORP COM
28,641$00.00%
741
POWLPOWELL INDS INC COM
175$00.00%
742
PRGSPROGRESS SOFTWARE CORP COM
62$00.00%
743
FHIFEDERATED HERMES INC CL B
1,962$00.00%
744
ADSKAUTODESK INC COM
314$00.00%
745
HIWHIGHWOODS PPTYS INC COM
2,762$00.00%
746
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
1,810$00.00%
747
FTVFORTIVE CORP COM
1,115$00.00%
748
LKFNLAKELAND FINL CORP COM
26$00.00%
749
WITWIPRO LTD SPON ADR 1 SH
14,961$00.00%
750
MEDPMEDPACE HLDGS INC COM
15$00.00%
751
DCODUCOMMUN INC DEL COM
22$00.00%
752
GLGLOBE LIFE INC COM
139$00.00%
753
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
33,830$00.00%
754
IVTINVENTRUST PPTYS CORP COM NEW
668$00.00%
755
VBKVANGUARD SMALL-CAP GROWTH ETF
34$00.00%
756
MDC1USDM D C HLDGS INC COM
949$00.00%
757
ARKKARK INNOVATION ETF
645$00.00%
758
KIMKIMCO RLTY CORP COM
1,178$00.00%
759
CNKCINEMARK HLDGS INC COM
250$00.00%
760
CWKCUSHMAN WAKEFIELD PLC SHS
1,465$00.00%
761
ODFLOLD DOMINION FREIGHT LINE INC COM
366$00.00%
762
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT
36,904$00.00%
763
CWEN/ACLEARWAY ENERGY INC CL A
1,037$00.00%
764
AATAMERICAN ASSETS TR INC COM
150$00.00%
765
CEGCONSTELLATION ENERGY CORP COM
1,781$00.00%
766
SPGSIMON PPTY GROUP INC NEW COM
5,389$00.00%
767
ACHCACADIA HEALTHCARE COMPANY INC COM
13$00.00%
768
UPLDUPLAND SOFTWARE INC COM
1,491$00.00%
769
0VVBPARAMOUNT GLOBAL CLASS B COM
2,579$00.00%
770
STMSTMICROELECTRONICS N V NY REGISTRY
896$00.00%
771
CEIXEURCONSOL ENERGY INC NEW COM
162$00.00%
772
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
281$00.00%
773
SPBSPECTRUM BRANDS HLDGS INC NEW COM
110$00.00%
774
EXTREXTREME NETWORKS COM
162$00.00%
775
EXPEEXPEDIA GROUP INC COM NEW
148$00.00%
776
AZPN1USDASPEN TECHNOLOGY INC COM
1,253$00.00%
777
VACMARRIOTT VACATIONS WORLDWIDE C COM
30$00.00%
778
GNRCGENERAC HLDGS INC COM
445$00.00%
779
CALCALERES INC COM
97$00.00%
780
NWLNEWELL BRANDS INC COM
2,292$00.00%
781
KRKROGER CO COM
2,221$00.00%
782
ESLTELBIT SYS LTD ORD
216$00.00%
783
USFDUS FOODS HLDG CORP COM
30$00.00%
784
AKXANSYS INC COM
1,132$00.00%
785
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
1,996$00.00%
786
FNFABRINET SHS
440$00.00%
787
CMPRCIMPRESS PLC SHS EURO
80$00.00%
788
JWNUSDNORDSTROM INC COM
150$00.00%
789
PLUSEPLUS INC COM
270$00.00%
790
AQLTISHARES CORE MSCI EAFE ETF
996$00.00%
791
IUSBISHARES CORE TOTAL USD BOND MARKET ETF
20,333$00.00%
792
GDXJVANECK JUNIOR GOLD MINERS ETF
110$00.00%
793
UUPINVESCO DB US DOLLAR INDEX BULLISH FUND
1,511$00.00%
794
INFYINFOSYS LTD SPONSORED ADR
1,902$00.00%
795
MOVMOVADO GROUP INC COM
100$00.00%
796
OCONEE FED FINL CORP COM
375$00.00%
797
PFGCPERFORMANCE FOOD GROUP CO COM
18$00.00%
798
WECWEC ENERGY GROUP INC COM
615$00.00%
799
XELXCEL ENERGY INC COM
946$00.00%
800
EYENATIONAL VISION HLDGS INC COM
342$00.00%
PreviousPage 8 of 24Next