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)

StockValue
JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
$233.0M
INTCINTEL CORP COM
$231.7M
ADMARCHER DANIELS MIDLAND CO COM
$231.2M
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$230.9M
SHOPSHOPIFY INC CL A
$230.8M
OSISOSI SYSTEMS INC COM
$230.8M
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$230.1M
STESTERIS PLC SHS USD
$229.5M
YMMFULL TRUCK ALLIANCE CO LTD SPONSORED ADS
$228.8M
GLWCORNING INC COM
$228.1M
SONYSONY GROUP CORP SPONSORED ADR
$227.9M
UGIUGI CORP NEW COM
$227.6M
LULULULULEMON ATHLETICA INC COM
$226.8M
DDDUPONT DE NEMOURS INC COM
$224.0M
ZBHZIMMER BIOMET HOLDINGS INC COM
$223.7M
SBACSBA COMMUNICATIONS CORP NEW CL A
$222.7M
PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY
$222.4M
CARGCARGURUS INC COM CL A
$221.9M
GILDGILEAD SCIENCES INC COM
$221.6M
BIIBBIOGEN INC COM
$221.4M
IWRISHARES RUSSELL MIDCAP ETF
$219.7M
INGING GROEP N.V. SPONSORED ADR
$219.1M
MPWRMONOLITHIC PWR SYS INC COM
$219.0M
QUVUHARTFORD QUALITY VALUE ETF
$218.6M
SYYSYSCO CORP COM
$217.0M
RMBS*RAMBUS INC DEL COM
$216.5M
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF
$216.3M
GRMNGARMIN LTD SHS
$214.4M
PRUPRUDENTIAL FINL INC COM
$213.8M
NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF
$213.6M
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$213.2M
MRVLMARVELL TECHNOLOGY INC COM
$212.7M
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$210.8M
SNPSSYNOPSYS INC COM
$210.6M
HRHEALTHCARE RLTY TR CL A COM
$210.3M
AIGAMERICAN INTL GROUP INC COM NEW
$209.4M
KTKT CORP SPONSORED ADR
$209.3M
CNPCENTERPOINT ENERGY INC COM
$209.3M
W3UWESTERN UN CO COM
$208.6M
WSTWEST PHARMACEUTICAL SVSC INC COM
$208.1M
XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND
$207.7M
SMGSCOTTS MIRACLE-GRO CO CL A
$207.5M
HUBSHUBSPOT INC COM
$206.8M
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF
$205.4M
ITGARTNER INC COM
$205.4M
LNGCHENIERE ENERGY INC COM NEW
$204.6M
TTDTHE TRADE DESK INC COM CL A
$203.7M
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$203.1M
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$203.0M
NNNNNN REIT INC COM
$202.3M
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$202.0M
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$201.8M
IPINTERNATIONAL PAPER CO COM
$201.7M
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$201.3M
HAMHARMONY GOLD MINING CO LTD SPONSORED ADR
$200.1M
TBBKBANCORP INC DEL COM
$199.0M
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$198.8M
SUISUN CMNTYS INC COM
$198.5M
MTBM & T BK CORP COM
$198.3M
TTENTOTALENERGIES SE SPONSORED ADS
$197.9M
EVREVERCORE INC CLASS A
$197.5M
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$197.2M
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$196.5M
RYROYAL BK CDA COM
$196.2M
QUSSPDR MSCI USA STRATEGICFACTORS ETF
$194.8M
CSGPCOSTAR GROUP INC COM
$194.5M
REXRREXFORD INDL RLTY INC COM
$194.0M
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$193.9M
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
$193.7M
WFWOORI FINL GROUP INC SPONSORED ADS
$192.3M
TEAMATLASSIAN CORPORATION CL A
$192.0M
FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF
$192.0M
NTAPNETAPP INC COM
$190.6M
BAXBAXTER INTL INC COM
$188.2M
EAELECTRONIC ARTS INC COM
$188.0M
EMEEMCOR GROUP INC COM
$187.8M
IDXXIDEXX LABS INC COM
$187.3M
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$187.0M
STIPISHARES 0-5 YEAR TIPS BOND ETF
$186.8M
MFCMANULIFE FINL CORP COM
$186.1M
NSPINSPERITY INC COM
$186.1M
MTDMETTLER TOLEDO INTERNATIONAL COM
$186.0M
TWLOTWILIO INC CL A
$185.9M
VMCVULCAN MATLS CO COM
$185.5M
ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
$184.9M
AXONAXON ENTERPRISE INC COM
$184.8M
RACEFERRARI N V COM
$183.1M
WBDWARNER BROS DISCOVERY INC COM SER A
$182.9M
ITTITT INC COM
$182.8M
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$181.2M
EGPEASTGROUP PPTYS INC COM
$180.5M
IUSGISHARES CORE S&P U.S. GROWTH ETF
$180.2M
LADLITHIA MTRS INC COM
$179.3M
QQQMINVESCO NASDAQ 100 ETF
$179.2M
SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD
$179.0M
GDXJVANECK JUNIOR GOLD MINERS ETF
$178.5M
GLOBGLOBANT S A COM
$178.2M
EBAEBAY INC. COM
$178.0M
SECTMAIN SECTOR ROTATION ETF
$177.4M
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$177.4M
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