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)

StockValue
STNGSCORPIO TANKERS INC SHS
$49K
CCDCALAMOS DYNAMIC CONV & INCOME COM
$49K
FTITECHNIPFMC PLC COM
$49K
EWBCEAST WEST BANCORP INC COM
$49K
NETCLOUDFLARE INC CL A COM
$48K
VTRSVIATRIS INC COM
$48K
SLMSLM CORP COM
$48K
CINFCINCINNATI FINL CORP COM
$48K
ARWARROW ELECTRS INC COM
$48K
SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
$48K
UNMUNUM GROUP COM
$48K
FITBFIFTH THIRD BANCORP COM
$48K
AWMSKYWORKS SOLUTIONS INC COM
$48K
TXNMTXNM ENERGY INC COM
$48K
SANMSANMINA CORPORATION COM
$47K
VDCVANGUARD CONSUMER STAPLES ETF
$47K
ALKSALKERMES PLC SHS
$47K
AMCRAMCOR PLC ORD
$47K
JQUAJPMORGAN U.S. QUALITY FACTOR ETF
$47K
LIESUN LIFE FINANCIAL INC. COM
$47K
PRVAPRIVIA HEALTH GROUP INC COM
$47K
FTVFORTIVE CORP COM
$47K
OVVOVINTIV INC COM
$46K
WATWATERS CORP COM
$46K
SPSCSPS COMM INC COM
$46K
JXNJACKSON FINANCIAL INC COM CL A
$46K
SMSM ENERGY CO COM
$46K
BXPBXP INC COM
$46K
BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
$46K
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
$46K
SOLVSOLVENTUM CORP COM SHS
$45K
NDMONUVEEN DYNAMIC MUN OPPORTUNITI COM SHS
$45K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$45K
CPAYCORPAY INC COM SHS
$45K
EQTEQT CORP COM
$45K
CLFCLEVELAND-CLIFFS INC NEW COM
$45K
AQLTISHARES U.S. TREASURY BOND ETF
$45K
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
$45K
WIXWIX COM LTD SHS
$45K
MVTBLACKROCK MUNIVEST FD II INC COM
$45K
WYWEYERHAEUSER CO MTN BE COM NEW
$45K
GNMAISHARES GNMA BOND ETF
$45K
PPLTABRDN PHYSICAL PLATINUM SHARES ETF
$45K
INGRINGREDION INC COM
$44K
PEOADAM NAT RES FD INC COM
$44K
WPPWPP PLC NEW ADR
$44K
XYZBLOCK INC CL A
$44K
VFHVANGUARD FINANCIALS ETF
$44K
PSTGPURE STORAGE INC CL A
$44K
MODMODINE MFG CO COM
$44K
SLGSL GREEN RLTY CORP COM
$44K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$44K
OGSONE GAS INC COM
$43K
CMCCOMMERCIAL METALS CO COM
$43K
BNLBROADSTONE NET LEASE INC COM
$43K
EPIWISDOMTREE INDIA EARNINGS FUND
$43K
FDLSINSPIRE FIDELIS MULTI FACTOR ETF
$43K
FDO.FMACYS INC COM
$43K
53SBRIDGE INVT GROUP HLDGS INC COM CL A
$43K
BLEBLACKROCK MUNI INCOME TR II COM
$43K
AGOASSURED GUARANTY LTD COM
$42K
YUMCYUM CHINA HLDGS INC COM
$42K
HOLXHOLOGIC INC COM
$42K
JNPJUNIPER NETWORKS INC COM
$42K
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$42K
UTHUNITED THERAPEUTICS CORP DEL COM
$42K
LVSLAS VEGAS SANDS CORP COM
$42K
KNKNOWLES CORP COM
$42K
BMRNBIOMARIN PHARMACEUTICAL INC COM
$42K
FLBSTANDARD BIOTOOLS INC COM
$42K
NGVTINGEVITY CORP COM
$42K
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
$42K
CHRDCHORD ENERGY CORPORATION COM NEW
$41K
TSTENARIS S A SPONSORED ADS
$41K
NVRNVR INC COM
$41K
XLFIConsumer Staples Select Sector SPDR ETF
$41K
GLGLOBE LIFE INC COM
$41K
FOXFOX CORP CL B COM
$41K
EXASEXACT SCIENCES CORP COM
$41K
FCFSFIRSTCASH HOLDINGS INC COM
$41K
LDEMISHARES ESG MSCI EM LEADERS ETF
$40K
IWYISHARES RUSSELL TOP 200 GROWTH ETF
$40K
TLHISHARES 10-20 YEAR TREASURY BOND ETF
$40K
ARKTARK NEXT GENERATION INTERNET ETF
$40K
STMSTMICROELECTRONICS N V NY REGISTRY
$40K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$40K
UI2KEMPER CORP COM
$40K
ESEESCO TECHNOLOGIES INC COM
$40K
MPTMEDICAL PPTYS TRUST INC COM
$40K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$39K
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$39K
SPGPINVESCO S&P 500 GARP ETF
$39K
BRZEBRAZE INC COM CL A
$39K
MPLXMPLX LP COM UNIT REP LTD
$39K
FTSFORTIS INC COM
$39K
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF
$39K
HWCHANCOCK WHITNEY CORPORATION COM
$39K
GENGEN DIGITAL INC COM
$39K
KDKYNDRYL HLDGS INC COMMON STOCK
$39K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$39K
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