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 |
|---|---|
EIXEDISON INTL COM | $77K |
GHCGRAHAM HLDGS CO COM CL B | $77K |
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $77K |
DCIDONALDSON INC COM | $77K |
AERAERCAP HOLDINGS NV SHS | $77K |
REEVEREST GROUP LTD COM | $76K |
MNSTMONSTER BEVERAGE CORP NEW COM | $76K |
JAZZJAZZ PHARMACEUTICALS PLC SHS USD | $76K |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $76K |
FDUSFIDUS INVT CORP COM | $76K |
THQABRDN HEALTHCARE OPPORTUNITIES SHS | $75K |
QTJAINNOVATOR GROWTH ACCELERATED PLUS ETF - JANUARY | $75K |
NTNXNUTANIX INC CL A | $75K |
SAICSCIENCE APPLICATIONS INTL CORP COM | $75K |
LEALEAR CORP COM NEW | $75K |
LYVLIVE NATION ENTERTAINMENT INC COM | $75K |
ARGXARGENX SE SPONSORED ADR | $74K |
PRAPROASSURANCE CORP COM | $74K |
SMCISUPER MICRO COMPUTER INC COM NEW | $74K |
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $74K |
CBTCABOT CORP COM | $74K |
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM | $74K |
PWVINVESCO LARGE CAP VALUE ETF | $74K |
OMCOMNICOM GROUP INC COM | $73K |
WSMWILLIAMS SONOMA INC COM | $73K |
PDIPIMCO DYNAMIC INCOME FD SHS | $73K |
IEIINSIGHT ENTERPRISES INC COM | $73K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $73K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $73K |
LYBLYONDELLBASELL INDUSTRIES N V SHS - A - | $73K |
BBYBEST BUY INC COM | $73K |
GGGGRACO INC COM | $72K |
FROFRONTLINE PLC COM | $72K |
CFRCULLEN FROST BANKERS INC COM | $72K |
AMANTERO MIDSTREAM CORP COM | $72K |
BF/ABROWN FORMAN CORP CL A | $71K |
SEICSEI INVTS CO COM | $71K |
ALCALCON AG ORD SHS | $71K |
UTENUS TREASURY 10 YEAR NOTE ETF | $70K |
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | $70K |
USALIBERTY ALL STAR EQUITY FD SH BEN INT | $70K |
HERDPACER CASH COWS FUND OF FUNDS ETF | $69K |
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $69K |
BRBRBELLRING BRANDS INC COMMON STOCK | $69K |
APOAPOLLO GLOBAL MGMT INC COM | $69K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $69K |
IXCISHARES GLOBAL ENERGY ETF | $68K |
QSQUANTUMSCAPE CORP COM CL A | $68K |
—MACKENZIE RLTY CAP INC COM | $68K |
CIVICIVITAS RESOURCES INC COM NEW | $68K |
EPREPR PPTYS COM SH BEN INT | $68K |
FLOFLOWERS FOODS INC COM | $68K |
GPCGENUINE PARTS CO COM | $67K |
KDPKEURIG DR PEPPER INC COM | $67K |
PPLPPL CORP COM | $67K |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $67K |
KNTKKINETIK HOLDINGS INC COM NEW CL A | $67K |
EQREQUITY RESIDENTIAL SH BEN INT | $67K |
ECCEAGLE POINT CREDIT COMPANY INC COM | $67K |
RQICOHEN & STEERS QUALITY INCOME COM | $66K |
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS | $66K |
SUXTD SYNNEX CORPORATION COM | $66K |
AALAMERICAN AIRLS GROUP INC COM | $66K |
MZTILANCASTER COLONY CORP COM | $66K |
PBFPBF ENERGY INC CL A | $65K |
IVZINVESCO LTD SHS | $65K |
CNRCANADIAN NATL RY CO COM | $65K |
KRPKIMBELL RTY PARTNERS LP UNIT | $65K |
PNWPINNACLE WEST CAP CORP COM | $65K |
BRSPBRIGHTSPIRE CAPITAL INC COM CL A | $65K |
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | $65K |
SLRCSLR INVESTMENT CORP COM | $65K |
OBDCBLUE OWL CAPITAL CORPORATION COM | $64K |
NWENORTHWESTERN ENERGY GROUP INC COM NEW | $64K |
TTELUS CORPORATION COM | $64K |
JMUBJPMORGAN MUNICIPAL ETF | $64K |
NYTNEW YORK TIMES CO CL A | $64K |
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | $64K |
VFCV F CORP COM | $64K |
NBIXNEUROCRINE BIOSCIENCES INC COM | $64K |
MAINMAIN STR CAP CORP COM | $63K |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $63K |
AQLTISHARES SELECT DIVIDEND ETF | $63K |
BBWIBATH & BODY WORKS INC COM | $63K |
XFLTXAI OCTAGN FLT RAT & ALT INM T COM | $63K |
CAVACAVA GROUP INC COM | $63K |
IGMISHARES EXPANDED TECH SECTOR ETF | $63K |
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF | $62K |
GGENPACT LIMITED SHS | $62K |
MAAMID-AMER APT CMNTYS INC COM | $62K |
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF | $62K |
ALKALASKA AIR GROUP INC COM | $62K |
KTBKONTOOR BRANDS INC COM | $62K |
BDNBRANDYWINE RLTY TR SH BEN INT NEW | $62K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $61K |
PORPORTLAND GEN ELEC CO COM NEW | $61K |
CRCCANADIAN NAT RES LTD COM | $61K |
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $61K |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $61K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $61K |