EverSource Wealth Advisors, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.8B
Holdings
3,757
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,757 positions)
| Stock | Value |
|---|---|
EXEEXPAND ENERGY CORPORATION COM | $99K |
ULUNILEVER PLC SPON ADR NEW | $98K |
GIB/ACGI INC CL A SUB VTG | $98K |
LLOEWS CORP COM | $98K |
ALNYALNYLAM PHARMACEUTICALS INC COM | $98K |
SOXXISHARES SEMICONDUCTOR ETF | $97K |
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP | $97K |
WKWORKIVA INC COM CL A | $97K |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $97K |
HWMHOWMET AEROSPACE INC COM | $97K |
EWEDWARDS LIFESCIENCES CORP COM | $97K |
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $97K |
VNOVORNADO RLTY TR SH BEN INT | $96K |
PTYPIMCO CORPORATE & INCOME OPPOR COM | $96K |
CTVACORTEVA INC COM | $96K |
DSGDESCARTES SYS GROUP INC COM | $96K |
CNCCENTENE CORP DEL COM | $96K |
OGNORGANON & CO COMMON STOCK | $96K |
PRFINVESCO FTSE RAFI US 1000 ETF | $96K |
FXEINVESCO CURRENCYSHARES EURO TRUST | $95K |
ATDATI INC COM | $95K |
KIMKIMCO RLTY CORP COM | $95K |
HSYHERSHEY CO COM | $95K |
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF | $94K |
VDEVANGUARD ENERGY ETF | $94K |
SUSUNCOR ENERGY INC NEW COM | $94K |
TKCTURKCELL ILETISIM HIZMETLERI SPON ADR NEW | $94K |
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND | $93K |
RMERESMED INC COM | $93K |
DOCUDOCUSIGN INC COM | $93K |
HDVISHARES CORE HIGH DIVIDEND ETF | $93K |
DASHDOORDASH INC CL A | $92K |
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND | $92K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $92K |
AGNCAGNC INVT CORP COM | $92K |
CWCURTISS WRIGHT CORP COM | $92K |
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $91K |
HIWHIGHWOODS PPTYS INC COM | $91K |
SYU1SYNOVUS FINL CORP COM NEW | $91K |
BURLBURLINGTON STORES INC COM | $90K |
SCHFSCHWAB INTERNATIONAL EQUITY ETF | $90K |
CBRECBRE GROUP INC CL A | $90K |
IUSVISHARES CORE S&P US VALUE ETF | $90K |
AVAAVISTA CORP COM | $89K |
PCARPACCAR INC COM | $88K |
INCYINCYTE CORP COM | $88K |
NMRNOMURA HLDGS INC SPONSORED ADR | $88K |
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $88K |
VISVANGUARD INDUSTRIALS ETF | $88K |
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | $87K |
CPACOPA HOLDINGS SA CL A | $87K |
HDGEGBPADVISORSHARES RANGER EQUITY BEAR ETF | $87K |
CVNACARVANA CO CL A | $87K |
NWSANEWS CORP NEW CL A | $87K |
VALEVALE S A SPONSORED ADS | $86K |
JLLJONES LANG LASALLE INC COM | $86K |
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF | $86K |
JETSU.S. GLOBAL JETS ETF | $86K |
FNDFLOOR & DECOR HLDGS INC CL A | $86K |
BCCBOISE CASCADE CO DEL COM | $85K |
BHPBHP GROUP LTD SPONSORED ADS | $84K |
SILASILA REALTY TRUST INC CLASS A | $84K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $84K |
STLDSTEEL DYNAMICS INC COM | $84K |
FEFIRSTENERGY CORP COM | $84K |
AMTMAMENTUM HOLDINGS INC COM | $84K |
VTCVANGUARD TOTAL CORPORATE BOND ETF | $83K |
MANHMANHATTAN ASSOCIATES INC COM | $83K |
MAPSWM TECHNOLOGY INC COM | $83K |
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | $82K |
RITMRITHM CAPITAL CORP COM NEW | $82K |
RLIRLI CORP COM | $82K |
BNSBANK NOVA SCOTIA HALIFAX COM | $82K |
BLDRBUILDERS FIRSTSOURCE INC COM | $81K |
UFPTUFP TECHNOLOGIES INC COM | $81K |
CMCANADIAN IMPERIAL BK COMM COM | $81K |
OXLCLOXFORD LANE CAP CORP COM | $81K |
AESAES CORP COM | $81K |
NINISOURCE INC COM | $81K |
NTRNUTRIEN LTD COM | $81K |
SANBANCO SANTANDER S.A. ADR | $80K |
SKMSK TELECOM CO LTD SPONSORED ADR | $80K |
HQHABRDN HEALTHCARE INVESTORS SH BEN INT | $80K |
PDDPDD HOLDINGS INC SPONSORED ADS | $80K |
MVSTMICROVAST HOLDINGS INC COM | $80K |
STNSTANTEC INC COM | $80K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $80K |
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | $79K |
IDAIDACORP INC COM | $79K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $79K |
VRSNVERISIGN INC COM | $79K |
ZSZSCALER INC COM | $78K |
LCIILCI INDS COM | $78K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $78K |
XLUUtilities Select Sector SPDR ETF | $78K |
BRKRBRUKER CORP COM | $78K |
SNASNAP ON INC COM | $78K |
AIZASSURANT INC COM | $78K |
PFFISHARES PREFERRED & INCOME SECURITIES ETF | $77K |
STWDSTARWOOD PPTY TR INC COM | $77K |