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
FFIVF5 INC COM
$16K
JBGSJBG SMITH PPTYS COM
$16K
TLVGRUPO TELEVISA S A B SPON ADR REP ORD
$16K
RCREADY CAPITAL CORP COM
$16K
OSCROSCAR HEALTH INC CL A
$16K
FGF&G ANNUITIES & LIFE INC COMMON STOCK
$16K
PKNREVVITY INC COM
$16K
PWIPOWER INTEGRATIONS INC COM
$16K
ATDATI INC COM
$16K
MATMATTEL INC COM
$16K
VSTVISTRA CORP COM
$16K
GWREGUIDEWIRE SOFTWARE INC COM
$15K
IYLDISHARES MORNINGSTAR MULTI-ASSET INCOME ETF
$15K
VDCVANGUARD CONSUMER STAPLES ETF
$15K
PLXSPLEXUS CORP COM
$15K
ETRENTERGY CORP NEW COM
$15K
BBINJPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF
$15K
RESRPC INC COM
$15K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$15K
UCBUNITED CMNTY BKS BLAIRSVLE GA COM
$15K
AGREURAVANGRID INC COM
$15K
THSTREEHOUSE FOODS INC COM
$15K
PTENPATTERSON-UTI ENERGY INC COM
$15K
TRITHOMSON REUTERS CORP. COM
$15K
SCISERVICE CORP INTL COM
$15K
CROXCROCS INC COM
$15K
EGBNEAGLE BANCORP INC MD COM
$15K
BCBRUNSWICK CORP COM
$15K
REAXTHE REAL BROKERAGE INC COM NEW
$15K
WSFSWSFS FINL CORP COM
$15K
ASRGRUPO AEROPORTUARIO DEL SUREST SPON ADR SER B
$15K
DTEDTE ENERGY CO COM
$15K
HWMHOWMET AEROSPACE INC COM
$15K
KEYKEYCORP COM
$15K
GBXGREENBRIER COS INC COM
$15K
JNPJUNIPER NETWORKS INC COM
$15K
DLXDELUXE CORP COM
$15K
NTRSNORTHERN TR CORP COM
$15K
SIGISELECTIVE INS GROUP INC COM
$15K
BHFBRIGHTHOUSE FINL INC COM
$15K
PINCPREMIER INC CL A
$15K
ANDEANDERSONS INC COM
$15K
USX1UNITED STATES STL CORP NEW COM
$15K
SCHMSCHWAB U.S. MID-CAP ETF
$15K
VLTOVERALTO CORP COM SHS
$15K
OALCONEASCENT LARGE CAP CORE ETF
$15K
MASMASCO CORP COM
$15K
ONTOONTO INNOVATION INC COM
$15K
HPOSERVICE PPTYS TR COM SH BEN INT
$14K
DISHDISH NETWORK CORPORATION CL A
$14K
HELEHELEN OF TROY LTD COM
$14K
XEVVXEATON VANCE LTD DURATION INCOM COM
$14K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$14K
HLLYHOLLEY INC COM
$14K
1GSNNOVANTA INC COM
$14K
FLTRVANECK IG FLOATING RATE ETF
$14K
TBBKBANCORP INC DEL COM
$14K
FORFORESTAR GROUP INC COM
$14K
AATAMERICAN ASSETS TR INC COM
$14K
GAPGAP INC COM
$14K
JRSNUVEEN REAL ESTATE INCOME FD COM
$14K
UIUBIQUITI INC COM
$14K
DFATDIMENSIONAL U.S. TARGETED VALUE ETF
$14K
MAAMID-AMER APT CMNTYS INC COM
$14K
ALKSALKERMES PLC SHS
$14K
DTMDT MIDSTREAM INC COMMON STOCK
$14K
NEONEOGENOMICS INC COM NEW
$14K
APOGAPOGEE ENTERPRISES INC COM
$14K
WPMWHEATON PRECIOUS METALS CORP COM
$14K
FNDFSCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF
$14K
NUHYNUVEEN ESG HIGH YIELD CORPORATE BOND ETF
$14K
XMTRXOMETRY INC CLASS A COM
$14K
WTMWHITE MTNS INS GROUP LTD COM
$14K
PHIPLDT INC SPONSORED ADR
$14K
FNDASCHWAB FUNDAMENTAL US SMALL CO. INDEX ETF
$14K
ICUIICU MED INC COM
$13K
GBCIGLACIER BANCORP INC NEW COM
$13K
ICFIICF INTL INC COM
$13K
JAZZJAZZ PHARMACEUTICALS PLC SHS USD
$13K
EXPEAGLE MATLS INC COM
$13K
SAFESAFEHOLD INC COM
$13K
RPMRPM INTL INC COM
$13K
BRBRBELLRING BRANDS INC COMMON STOCK
$13K
DOCUSDPHYSICIANS RLTY TR COM
$13K
SEMSELECT MED HLDGS CORP COM
$13K
PFCPREMIER FINANCIAL CORP COM
$13K
NPOENPRO INC COM
$13K
OI*O-I GLASS INC COM
$13K
HTGCHERCULES CAPITAL INC COM
$13K
SCHVSCHWAB U.S. LARGE-CAP VALUE ETF
$13K
WABWABTEC COM
$13K
AOSSMITH A O CORP COM
$13K
SPTSPROUT SOCIAL INC COM CL A
$13K
ANAUTONATION INC COM
$13K
ACHCACADIA HEALTHCARE COMPANY INC COM
$13K
IBTXUSDINDEPENDENT BANK GROUP INC COM
$13K
FLAUFRANKLIN FTSE AUSTRALIA ETF
$13K
PRGOPERRIGO CO PLC SHS
$13K
NJRNEW JERSEY RES CORP COM
$13K
NCZVIRTUS CONVERTIBLE & INC FD II COM
$13K
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