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 |
|---|---|
FIVEFIVE BELOW INC COM | $61K |
DIVIFRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND | $61K |
UDOWPROSHARES ULTRAPRO DOW30 | $60K |
IVOOVANGUARD S&P MID-CAP 400 ETF | $60K |
OHIOMEGA HEALTHCARE INVS INC COM | $60K |
DRIDARDEN RESTAURANTS INC COM | $60K |
DDOGDATADOG INC CL A COM | $60K |
FLEXFLEX LTD ORD | $60K |
AXSAXIS CAP HLDGS LTD SHS | $59K |
AEEAMEREN CORP COM | $59K |
DYDYCOM INDS INC COM | $59K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $59K |
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM | $59K |
CBOECBOE GLOBAL MKTS INC COM | $59K |
JPIEJPMORGAN INCOME ETF | $59K |
AOKISHARES CORE CONSERVATIVE ALLOCATION ETF | $59K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $58K |
NGGNATIONAL GRID PLC SPONSORED ADR NE | $58K |
PKNREVVITY INC COM | $58K |
TDWTIDEWATER INC NEW COM | $58K |
HASHASBRO INC COM | $58K |
TRITHOMSON REUTERS CORP COM | $58K |
CTRACOTERRA ENERGY INC COM | $58K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $58K |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $58K |
STLASTELLANTIS N.V SHS | $58K |
XRNPXCOHEN & STEERS REIT & PFD & IN COM | $57K |
FMXFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS | $57K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $57K |
LBRDKLIBERTY BROADBAND CORP COM SER C | $57K |
NEMNEWMONT CORP COM | $57K |
BIDUNBAIDU INC SPON ADR REP A | $57K |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $57K |
MOHMOLINA HEALTHCARE INC COM | $57K |
CMACOMERICA INC COM | $57K |
XTJLINNOVATOR U.S. EQUITY ACCELERATED PLUS ETF - JULY | $57K |
ECGEVERUS CONSTR GROUP COM | $56K |
RJFRAYMOND JAMES FINL INC COM | $56K |
JBHTHUNT J B TRANS SVCS INC COM | $56K |
RBLXROBLOX CORP CL A | $56K |
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $56K |
RHIROBERT HALF INC. COM | $56K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $56K |
TAPMOLSON COORS BEVERAGE CO CL B | $56K |
KEPKOREA ELEC PWR CORP SPONSORED ADR | $56K |
NLOPNET LEASE OFFICE PROPERTIES COM | $56K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $56K |
MTGMGIC INVT CORP WIS COM | $55K |
UHALU HAUL HOLDING COMPANY COM | $55K |
DISVDIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $55K |
APPFAPPFOLIO INC COM CL A | $55K |
ELANELANCO ANIMAL HEALTH INC COM | $55K |
BALLBALL CORP COM | $54K |
DC4DEXCOM INC COM | $54K |
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $54K |
WBSWEBSTER FINL CORP COM | $54K |
PCTYPAYLOCITY HLDG CORP COM | $54K |
HHYATT HOTELS CORP COM CL A | $54K |
DBDEUTSCHE BANK A G NAMEN AKT | $54K |
ARIAPOLLO COML REAL EST FIN INC COM | $54K |
CGCARLYLE GROUP INC COM | $54K |
VPUVANGUARD UTILITIES ETF | $53K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $53K |
EOSEATON VANCE ENHANCED EQUITY IN COM | $53K |
FLSFLOWSERVE CORP COM | $53K |
SYFSYNCHRONY FINANCIAL COM | $53K |
NWGNATWEST GROUP PLC SPONS ADR | $52K |
HOODROBINHOOD MKTS INC COM CL A | $52K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $52K |
NTRANATERA INC COM | $52K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $52K |
SRSPIRE INC COM | $52K |
TDTORONTO DOMINION BK ONT COM NEW | $52K |
SRJSPARTANNASH CO COM | $52K |
PPLPEMBINA PIPELINE CORP COM | $52K |
CECELANESE CORP DEL COM | $52K |
CSWCCAPITAL SOUTHWEST CORP COM | $52K |
CLSCELESTICA INC COM | $51K |
TRNTRINITY INDS INC COM | $51K |
MGMMGM RESORTS INTERNATIONAL COM | $51K |
FFIVF5 INC COM | $51K |
AORISHARES CORE GROWTH ALLOCATION ETF | $51K |
EXPEEXPEDIA GROUP INC COM NEW | $51K |
NTRSNORTHERN TR CORP COM | $51K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $51K |
MLIMUELLER INDS INC COM | $50K |
DELLDELL TECHNOLOGIES INC CL C | $50K |
KNFKNIFE RIVER CORP COMMON STOCK | $50K |
AVTAVNET INC COM | $50K |
BROBROWN & BROWN INC COM | $50K |
PTCPTC INC COM | $50K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $50K |
INFNEURINFINERA CORP COM | $49K |
CRBGCOREBRIDGE FINL INC COM | $49K |
VODVODAFONE GROUP PLC NEW SPONSORED ADR | $49K |
JOEST JOE CO COM | $49K |
KRCKILROY RLTY CORP COM | $49K |
TALTAL EDUCATION GROUP SPONSORED ADS | $49K |
BBCAJPMORGAN BETABUILDERS CANADA ETF | $49K |
IYHISHARES U.S. HEALTHCARE ETF | $49K |