EverSource Wealth Advisors, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.1B

Holdings

2,640

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (2,640 positions)

StockValue
CWEN/ACLEARWAY ENERGY INC CL A
$28K
SKMSK TELECOM LTD SPONSORED ADR
$28K
MPTMEDICAL PPTYS TRUST INC COM
$28K
JCIJOHNSON CTLS INTL PLC SHS
$28K
KRTXKARUNA THERAPEUTICS INC COM
$28K
CBTCABOT CORP COM
$28K
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$28K
IPGPIPG PHOTONICS CORP COM
$27K
TMHCTAYLOR MORRISON HOME CORP COM
$27K
JBLUJETBLUE AWYS CORP COM
$27K
HOPEHOPE BANCORP INC COM
$27K
AWMSKYWORKS SOLUTIONS INC COM
$27K
ARCBARCBEST CORP COM
$27K
VTRSVIATRIS INC COM
$27K
SANMSANMINA CORPORATION COM
$27K
EXASEXACT SCIENCES CORP COM
$27K
SCHESCHWAB EMERGING MARKETS EQUITY ETF
$27K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$27K
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF
$27K
APAAPA CORPORATION COM
$27K
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS
$27K
HESHESS CORP COM
$27K
OGEOGE ENERGY CORP COM
$27K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$27K
SPXCSPX TECHNOLOGIES INC COM
$27K
AEBAALLETE INC COM NEW
$26K
ESEESCO TECHNOLOGIES INC COM
$26K
PSAPUBLIC STORAGE COM
$26K
SKAASKECHERS U S A INC CL A
$26K
SWAVUSDSHOCKWAVE MED INC COM
$26K
HUBBHUBBELL INC COM
$26K
VTHRVANGUARD RUSSELL 3000 ETF
$26K
HRBBLOCK H & R INC COM
$26K
AGOASSURED GUARANTY LTD COM
$26K
VOYAVOYA FINANCIAL INC COM
$25K
CHWCALAMOS GBL DYN INCOME FUND COM
$25K
VENVENTAS INC COM
$25K
IRINGERSOLL RAND INC COM
$25K
MLRMILLER INDS INC TENN COM NEW
$25K
XPOXPO INC COM
$25K
FTHYFIRST TR HIGH YIELD OPPRT 2027 COM
$25K
RDNRADIAN GROUP INC COM
$25K
WDWALKER & DUNLOP INC COM
$25K
BNTXBIONTECH SE SPONSORED ADS
$25K
LF2PACIFIC PREMIER BANCORP COM
$25K
NULVNUVEEN ESG LARGE-CAP VALUE ETF
$25K
DARDARLING INGREDIENTS INC COM
$25K
IRMIRON MTN INC DEL COM
$25K
CVYINVESCO ZACKS MULTI-ASSET INCOME ETF
$25K
CBOECBOE GLOBAL MKTS INC COM
$25K
PFFDGLOBAL X U.S. PREFERRED ETF
$25K
SMBKSMARTFINANCIAL INC COM NEW
$24K
DPZDOMINOS PIZZA INC COM
$24K
MGMMGM RESORTS INTERNATIONAL COM
$24K
WTRGESSENTIAL UTILS INC COM
$24K
SBACSBA COMMUNICATIONS CORP NEW CL A
$24K
LADRLADDER CAP CORP CL A
$24K
CUZCOUSINS PPTYS INC COM NEW
$24K
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF
$24K
SEIVSEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF
$24K
WIXWIX COM LTD SHS
$24K
AWCAMERICAN WTR WKS CO INC NEW COM
$24K
CSGPCOSTAR GROUP INC COM
$24K
FLEXFLEX LTD ORD
$24K
MATWMATTHEWS INTL CORP CL A
$24K
NVSTENVISTA HOLDINGS CORPORATION COM
$23K
NETCLOUDFLARE INC CL A COM
$23K
NTRNUTRIEN LTD COM
$23K
AKAMAKAMAI TECHNOLOGIES INC COM
$23K
ACIALBERTSONS COS INC COMMON STOCK
$23K
NTESNETEASE INC SPONSORED ADS
$23K
SCHASCHWAB U.S. SMALL-CAP ETF
$23K
ADCAGREE RLTY CORP COM
$23K
DVDOUBLEVERIFY HLDGS INC COM
$23K
KEPKOREA ELEC PWR CORP SPONSORED ADR
$23K
HOODROBINHOOD MKTS INC COM CL A
$23K
MANHMANHATTAN ASSOCIATES INC COM
$23K
HEDJWISDOMTREE EUROPE HEDGED EQUITY FUND
$23K
SEIMSEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF
$23K
KIESPDR S&P INSURANCE ETF
$23K
ATGEADTALEM GLOBAL ED INC COM
$23K
MODMODINE MFG CO COM
$23K
PENNPENN ENTERTAINMENT INC COM
$23K
MSGSMADISON SQUARE GRDN SPRT CORP CL A
$23K
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$23K
ESNTESSENT GROUP LTD COM
$23K
NYCBEURNEW YORK CMNTY BANCORP INC COM
$22K
MOG/AMOOG INC CL A
$22K
RGRSTURM RUGER & CO INC COM
$22K
FUSBFIRST US BANCSHARES INC COM
$22K
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
$22K
NUSNU SKIN ENTERPRISES INC CL A
$22K
SEICSEI INVTS CO COM
$22K
JJACOBS SOLUTIONS INC COM
$22K
PSRINVESCO ACTIVE U.S. REAL ESTATE FUND
$22K
PWRQUANTA SVCS INC COM
$22K
ASHASHLAND INC COM
$22K
MTRNMATERION CORP COM
$22K
DDOGDATADOG INC CL A COM
$22K
STRASTRATEGIC ED INC COM
$22K
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