EverSource Wealth Advisors, LLC Q4 2024 Filing

Filed February 10, 2025

Portfolio Value

$1.8T

Holdings

3,757

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (3,757 positions)

#	Stock	Shares	Value	% Portfolio
101	DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	143,303	$3.6B	0.20%
102	FANGDIAMONDBACK ENERGY INC COM	21,485	$3.5B	0.20%
103	VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF	27,222	$3.5B	0.20%
104	BIBLINSPIRE 100 ETF	88,750	$3.5B	0.19%
105	SCHDSCHWAB US DIVIDEND EQUITY ETF	126,153	$3.4B	0.19%
106	MASMASCO CORP COM	47,398	$3.4B	0.19%
107	CALFPACER US SMALL CAP CASH COWS 100 ETF	78,008	$3.4B	0.19%
108	XOMEXXON MOBIL CORP COM	31,721	$3.4B	0.19%
109	VBRVANGUARD SMALL CAP VALUE ETF	16,958	$3.4B	0.19%
110	LKQ1LKQ CORP COM	91,086	$3.3B	0.19%
111	DEDEERE & CO COM	7,782	$3.3B	0.19%
112	VSLUAPPLIED FINANCE VALUATION LARGE CAP ETF	86,583	$3.2B	0.18%
113	LLYELI LILLY & CO COM	4,043	$3.1B	0.18%
114	VGLTVANGUARD LONG-TERM TREASURY ETF	55,827	$3.1B	0.17%
115	DFATDIMENSIONAL U.S. TARGETED VALUE ETF	55,128	$3.1B	0.17%
116	AVDVAVANTIS INTERNATIONAL SMALL CAP VALUE ETF	44,408	$2.9B	0.16%
117	GSGOLDMAN SACHS GROUP INC COM	4,951	$2.8B	0.16%
118	LVLNSPDR S&P REGIONAL BANKING ETF	44,697	$2.7B	0.15%
119	SFBSSERVISFIRST BANCSHARES INC COM	31,265	$2.6B	0.15%
120	PGPROCTER AND GAMBLE CO COM	15,582	$2.6B	0.15%
121	JNJJOHNSON & JOHNSON COM	17,783	$2.6B	0.14%
122	MCDMCDONALDS CORP COM	8,821	$2.6B	0.14%
123	TPSCTIMOTHY PLAN US SMALL CAP CORE ETF	65,397	$2.6B	0.14%
124	CRMSALESFORCE INC COM	7,428	$2.5B	0.14%
125	VNLAJANUS HENDERSON SHORT DURATION INCOME ETF	50,738	$2.5B	0.14%
126	TJXTJX COS INC NEW COM	20,369	$2.5B	0.14%
127	ORCLORACLE CORP COM	14,727	$2.5B	0.14%
128	IJHISHARES CORE S&P MID-CAP ETF	38,223	$2.4B	0.13%
129	EFVISHARES MSCI EAFE VALUE ETF	45,163	$2.4B	0.13%
130	DIHPDIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	93,918	$2.4B	0.13%
131	GQ9SPDR Gold Shares ETF	9,782	$2.4B	0.13%
132	CLHCLEAN HARBORS INC COM	10,134	$2.3B	0.13%
133	ABTABBOTT LABS COM	20,500	$2.3B	0.13%
134	MARAMARA HOLDINGS INC COM	134,868	$2.3B	0.13%
135	SOSOUTHERN CO COM	27,468	$2.3B	0.13%
136	IWNISHARES RUSSELL 2000 VALUE ETF	13,727	$2.3B	0.13%
137	BACBANK AMERICA CORP COM	50,538	$2.2B	0.12%
138	SUBISHARES SHORT-TERM NATIONAL MUNI BOND ETF	20,376	$2.1B	0.12%
139	WSOWATSCO INC COM	4,500	$2.1B	0.12%
140	SDYSPDR S&P DIVIDEND ETF	15,974	$2.1B	0.12%
141	MUBISHARES NATIONAL MUNI BOND ETF	19,802	$2.1B	0.12%
142	VONGVANGUARD RUSSELL 1000 GROWTH ETF	20,199	$2.1B	0.12%
143	PNFPPINNACLE FINL PARTNERS INC COM	17,996	$2.1B	0.12%
144	KNXKNIGHT-SWIFT TRANSN HLDGS INC CL A	38,808	$2.1B	0.12%
145	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	25,622	$2.1B	0.12%
146	CGDGCAPITAL GROUP DIVIDEND VALUE ETF	58,052	$2.0B	0.12%
147	PYLDPIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	78,482	$2.0B	0.11%
148	IWPISHARES RUSSELL MID-CAP GROWTH ETF	15,963	$2.0B	0.11%
149	HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF	25,405	$2.0B	0.11%
150	SPHQINVESCO S&P 500 QUALITY ETF	29,769	$2.0B	0.11%
151	XLKTECHNOLOGY SELECT SECTOR SPDR FUND	8,410	$2.0B	0.11%
152	IVWISHARES S&P 500 GROWTH ETF	19,109	$1.9B	0.11%
153	FDXFEDEX CORP COM	6,875	$1.9B	0.11%
154	ABBVABBVIE INC COM	10,818	$1.9B	0.11%
155	USIGISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF	37,623	$1.9B	0.11%
156	XLEEnergy Select Sector SPDR ETF	21,923	$1.9B	0.11%
157	TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS	9,462	$1.9B	0.11%
158	DFEMDIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	70,940	$1.9B	0.10%
159	VTEBVANGUARD TAX-EXEMPT BOND ETF	36,651	$1.8B	0.10%
160	UNHUNITEDHEALTH GROUP INC COM	3,606	$1.8B	0.10%
161	IUSBISHARES CORE TOTAL USD BOND MARKET ETF	40,088	$1.8B	0.10%
162	AVUVAVANTIS U.S. SMALL CAP VALUE ETF	18,683	$1.8B	0.10%
163	CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF	22,965	$1.8B	0.10%
164	EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF	19,769	$1.8B	0.10%
165	SCHWSCHWAB CHARLES CORP COM	23,017	$1.7B	0.10%
166	IWSISHARES RUSSELL MID-CAP VALUE ETF	13,165	$1.7B	0.10%
167	IEIISHARES 3-7 YEAR TREASURY BOND ETF	14,614	$1.7B	0.09%
168	BERYEURBERRY GLOBAL GROUP INC COM	26,092	$1.7B	0.09%
169	DWDMORGAN STANLEY COM NEW	13,160	$1.7B	0.09%
170	EMXCISHARES MSCI EMERGING MARKETS EX CHINA ETF	29,467	$1.6B	0.09%
171	IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF	59,666	$1.6B	0.09%
172	VXUSVANGUARD TOTAL INTERNATIONAL STOCK ETF	27,664	$1.6B	0.09%
173	ACNACCENTURE PLC IRELAND SHS CLASS A	4,619	$1.6B	0.09%
174	EFAISHARES MSCI EAFE ETF	21,491	$1.6B	0.09%
175	CCLCARNIVAL CORP PAIRED CTF	64,747	$1.6B	0.09%
176	LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF	14,949	$1.6B	0.09%
177	IJRISHARES CORE S&P SMALL CAP ETF	13,825	$1.6B	0.09%
178	UGLPROSHARES ULTRA GOLD	17,034	$1.6B	0.09%
179	VONVVANGUARD RUSSELL 1000 VALUE ETF	19,430	$1.6B	0.09%
180	CIENCIENA CORP COM NEW	18,471	$1.6B	0.09%
181	XLFFinancial Select Sector SPDR ETF	32,342	$1.6B	0.09%
182	CATCATERPILLAR INC COM	4,294	$1.6B	0.09%
183	BNDVANGUARD TOTAL BOND MARKET ETF	21,574	$1.6B	0.09%
184	WFCWELLS FARGO CO NEW COM	21,572	$1.5B	0.09%
185	VXFVANGUARD EXTENDED MARKET ETF	7,974	$1.5B	0.09%
186	DFCFDIMENSIONAL CORE FIXED INCOME ETF	36,529	$1.5B	0.08%
187	RTXRTX CORPORATION COM	12,995	$1.5B	0.08%
188	AAAUGOLDMAN SACHS PHYSICAL GOLD ETF	57,920	$1.5B	0.08%
189	DFGRDIMENSIONAL GLOBAL REAL ESTATE ETF	57,981	$1.5B	0.08%
190	VOTVANGUARD MID-CAP GROWTH ETF	5,826	$1.5B	0.08%
191	DIVOAMPLIFY CWP ENHANCED DIVIDEND INCOME ETF	35,762	$1.4B	0.08%
192	LINLINDE PLC SHS	3,445	$1.4B	0.08%
193	PEPPEPSICO INC COM	9,454	$1.4B	0.08%
194	KEXKIRBY CORP COM	13,548	$1.4B	0.08%
195	OXYOCCIDENTAL PETE CORP COM	28,260	$1.4B	0.08%
196	QUALISHARES MSCI USA QUALITY FACTOR ETF	7,794	$1.4B	0.08%
197	DUKDUKE ENERGY CORP NEW COM NEW	12,852	$1.4B	0.08%
198	SPYDSPDR PORTFOLIO S&P 500 HIGH DIVIDEND ETF	31,460	$1.4B	0.08%
199	MRKMERCK & CO INC COM	13,637	$1.4B	0.08%
200	SPXLDIREXION DAILY S&P 500 BULL 3X SHARES	8,030	$1.4B	0.08%

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