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 | Type |
|---|---|---|---|---|---|
| 501 | PWBINVESCO LARGE CAP GROWTH ETF | 2,993 | $304.5M | 0.02% | |
| 502 | NVSNNOVARTIS AG SPONSORED ADR | 3,127 | $304.3M | 0.02% | |
| 503 | EEMISHARES MSCI EMERGING MARKETS ETF | 7,241 | $302.8M | 0.02% | |
| 504 | LENLENNAR CORP CL A | 2,207 | $301.0M | 0.02% | |
| 505 | SRESEMPRA COM | 3,389 | $297.3M | 0.02% | |
| 506 | CDCVICTORYSHARES US EQ INCOME ENHANCED VOLATILITY WTD ETF | 4,748 | $297.1M | 0.02% | |
| 507 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 11,851 | $296.9M | 0.02% | |
| 508 | IVLUISHARES MSCI INTL VALUE FACTOR ETF | 10,945 | $296.7M | 0.02% | |
| 509 | JPMEJPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | 2,895 | $296.7M | 0.02% | |
| 510 | MDLZMONDELEZ INTL INC CL A | 4,967 | $296.6M | 0.02% | |
| 511 | ITWILLINOIS TOOL WKS INC COM | 1,167 | $295.9M | 0.02% | |
| 512 | SESEA LTD SPONSORD ADS | 2,771 | $294.0M | 0.02% | |
| 513 | DALDELTA AIR LINES INC DEL COM NEW | 4,856 | $293.8M | 0.02% | |
| 514 | LDOSLEIDOS HOLDINGS INC COM | 2,039 | $293.7M | 0.02% | |
| 515 | IQVIQVIA HLDGS INC COM | 1,482 | $291.2M | 0.02% | |
| 516 | ENSGENSIGN GROUP INC COM | 2,188 | $290.6M | 0.02% | |
| 517 | ALSALLSTATE CORP COM | 1,505 | $290.1M | 0.02% | |
| 518 | EFAXSPDR MSCI EAFE FOSSIL FUEL FREE ETF | 7,279 | $289.8M | 0.02% | |
| 519 | HIGHARTFORD FINL SVCS GROUP INC COM | 2,633 | $288.0M | 0.02% | |
| 520 | NDAQNASDAQ INC COM | 3,706 | $286.5M | 0.02% | |
| 521 | BDXBECTON DICKINSON & CO COM | 1,262 | $286.4M | 0.02% | |
| 522 | VRNAVERONA PHARMA PLC SPONSORED ADS | 6,158 | $286.0M | 0.02% | |
| 523 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5,702 | $284.6M | 0.02% | |
| 524 | CHRWC H ROBINSON WORLDWIDE INC COM NEW | 2,748 | $283.9M | 0.02% | |
| 525 | NVTNVENT ELECTRIC PLC SHS | 4,155 | $283.2M | 0.02% | |
| 526 | NRANRG ENERGY INC COM NEW | 3,133 | $282.7M | 0.02% | |
| 527 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 1,253 | $281.1M | 0.02% | |
| 528 | QFINQIFU TECHNOLOGY INC AMERICAN DEP | 7,302 | $280.3M | 0.02% | |
| 529 | AFLAFLAC INC COM | 2,701 | $279.4M | 0.02% | |
| 530 | LHLABCORP HOLDINGS INC COM SHS | 1,217 | $279.1M | 0.02% | |
| 531 | BPBP PLC SPONSORED ADR | 9,423 | $278.5M | 0.02% | |
| 532 | BCSBARCLAYS PLC ADR | 20,952 | $278.5M | 0.02% | |
| 533 | COINCOINBASE GLOBAL INC COM CL A | 1,116 | $277.0M | 0.02% | |
| 534 | TYLTYLER TECHNOLOGIES INC COM | 477 | $275.1M | 0.02% | |
| 535 | OREALTY INCOME CORP COM | 5,128 | $273.9M | 0.02% | |
| 536 | PSAPUBLIC STORAGE OPER CO COM | 914 | $273.6M | 0.02% | |
| 537 | DVADAVITA INC COM | 1,825 | $272.9M | 0.02% | |
| 538 | ZTSZOETIS INC CL A | 1,663 | $271.0M | 0.02% | |
| 539 | APHAMPHENOL CORP NEW CL A | 3,890 | $270.1M | 0.02% | |
| 540 | OTISOTIS WORLDWIDE CORP COM | 2,881 | $266.8M | 0.01% | |
| 541 | T7DTRANSDIGM GROUP INC COM | 209 | $264.9M | 0.01% | |
| 542 | MCOMOODYS CORP COM | 559 | $264.8M | 0.01% | |
| 543 | CHECHEMED CORP NEW COM | 498 | $264.1M | 0.01% | |
| 544 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 2,112 | $263.9M | 0.01% | |
| 545 | AMEAMETEK INC COM | 1,456 | $262.4M | 0.01% | |
| 546 | OUNZVANECK MERK GOLD ETF | 10,355 | $262.0M | 0.01% | |
| 547 | SPMDSPDR PORTFOLIO S&P 400 MID CAP ETF | 4,790 | $262.0M | 0.01% | |
| 548 | ULTAULTA BEAUTY INC COM | 601 | $261.4M | 0.01% | |
| 549 | SSOPROSHARES ULTRA S&P 500 | 2,825 | $261.3M | 0.01% | |
| 550 | KMIKINDER MORGAN INC DEL COM | 9,535 | $261.3M | 0.01% | |
| 551 | AYIACUITY BRANDS INC COM | 891 | $260.4M | 0.01% | |
| 552 | KBIAKB FINL GROUP INC SPONSORED ADR | 4,572 | $260.1M | 0.01% | |
| 553 | NSCNORFOLK SOUTHN CORP COM | 1,104 | $259.1M | 0.01% | |
| 554 | THOTHOR INDS INC COM | 2,705 | $258.9M | 0.01% | |
| 555 | EXPOEXPONENT INC COM | 2,905 | $258.8M | 0.01% | |
| 556 | AEPAMERICAN ELEC PWR CO INC COM | 2,799 | $258.2M | 0.01% | |
| 557 | ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | 31,970 | $257.7M | 0.01% | |
| 558 | 8CWCROWN CASTLE INC COM | 2,831 | $256.9M | 0.01% | |
| 559 | IRMIRON MTN INC DEL COM | 2,427 | $255.1M | 0.01% | |
| 560 | BSXBOSTON SCIENTIFIC CORP COM | 2,850 | $254.6M | 0.01% | |
| 561 | EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | 5,967 | $253.5M | 0.01% | |
| 562 | CMICUMMINS INC COM | 726 | $253.1M | 0.01% | |
| 563 | MOSMOSAIC CO NEW COM | 10,251 | $252.0M | 0.01% | |
| 564 | PULSPGIM ULTRA SHORT BOND ETF | 5,074 | $251.4M | 0.01% | |
| 565 | XLGINVESCO S&P 500 TOP 50 ETF | 5,026 | $251.1M | 0.01% | |
| 566 | SFMSPROUTS FMRS MKT INC COM | 1,975 | $251.0M | 0.01% | |
| 567 | WDAYWORKDAY INC CL A | 972 | $250.8M | 0.01% | |
| 568 | FISFIDELITY NATL INFORMATION SVCS COM | 3,105 | $250.8M | 0.01% | |
| 569 | CHDCHURCH & DWIGHT CO INC COM | 2,392 | $250.5M | 0.01% | |
| 570 | METMETLIFE INC COM | 3,029 | $248.0M | 0.01% | |
| 571 | CITHE CIGNA GROUP COM | 897 | $247.7M | 0.01% | |
| 572 | PPCPILGRIMS PRIDE CORP COM | 5,454 | $247.6M | 0.01% | |
| 573 | PNRPENTAIR PLC SHS | 2,456 | $247.1M | 0.01% | |
| 574 | HEIHEICO CORP NEW COM | 1,037 | $246.6M | 0.01% | |
| 575 | MLB1MERCADOLIBRE INC COM | 145 | $246.6M | 0.01% | |
| 576 | CAHCARDINAL HEALTH INC COM | 2,084 | $246.5M | 0.01% | |
| 577 | AONAON PLC SHS CL A | 682 | $245.1M | 0.01% | |
| 578 | ARCCARES CAPITAL CORP COM | 11,173 | $244.6M | 0.01% | |
| 579 | DEODIAGEO PLC SPON ADR NEW | 1,923 | $244.5M | 0.01% | |
| 580 | MSCIMSCI INC COM | 406 | $243.4M | 0.01% | |
| 581 | GMGENERAL MTRS CO COM | 4,565 | $243.2M | 0.01% | |
| 582 | URTHISHARES MSCI WORLD ETF | 1,563 | $243.0M | 0.01% | |
| 583 | FCXFREEPORT-MCMORAN INC CL B | 6,365 | $242.4M | 0.01% | |
| 584 | CMECME GROUP INC COM | 1,039 | $241.4M | 0.01% | |
| 585 | BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | 2,170 | $240.5M | 0.01% | |
| 586 | SWSMURFIT WESTROCK PLC SHS | 4,460 | $240.2M | 0.01% | |
| 587 | VEUVanguard FTSE All-World Ex-US Index Fund ETF | 4,182 | $240.1M | 0.01% | |
| 588 | VEEVVEEVA SYS INC CL A COM | 1,134 | $238.4M | 0.01% | |
| 589 | SITESITEONE LANDSCAPE SUPPLY INC COM | 1,803 | $237.6M | 0.01% | |
| 590 | VICIVICI PPTYS INC COM | 8,126 | $237.3M | 0.01% | |
| 591 | INFYINFOSYS LTD SPONSORED ADR | 10,806 | $236.9M | 0.01% | |
| 592 | SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR | 16,318 | $236.4M | 0.01% | |
| 593 | OLEDUNIVERSAL DISPLAY CORP COM | 1,615 | $236.1M | 0.01% | |
| 594 | FOURSHIFT4 PMTS INC CL A | 2,272 | $235.8M | 0.01% | |
| 595 | CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | 3,593 | $234.7M | 0.01% | |
| 596 | SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF | 8,411 | $234.5M | 0.01% | |
| 597 | FTNTFORTINET INC COM | 2,480 | $234.3M | 0.01% | |
| 598 | ONON SEMICONDUCTOR CORP COM | 3,712 | $234.0M | 0.01% | |
| 599 | OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | 2,132 | $233.9M | 0.01% | |
| 600 | KNSLKINSALE CAP GROUP INC COM | 502 | $233.5M | 0.01% |