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 |
|---|---|
TBILUS TREASURY 3 MONTH BILL ETF | $176K |
LWLAMB WESTON HLDGS INC COM | $175K |
TROWPRICE T ROWE GROUP INC COM | $175K |
MUSAMURPHY USA INC COM | $175K |
VOOGVANGUARD S&P 500 GROWTH ETF | $173K |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $173K |
TRVTRAVELERS COMPANIES INC COM | $173K |
MCHPMICROCHIP TECHNOLOGY INC. COM | $171K |
MARMARRIOTT INTL INC NEW CL A | $171K |
BKHBLACK HILLS CORP COM | $171K |
PEOEXELON CORP COM | $171K |
FORFORESTAR GROUP INC COM | $170K |
SSNCSS&C TECHNOLOGIES HLDGS INC COM | $170K |
DYHTARGET CORP COM | $169K |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $169K |
CFCF INDS HLDGS INC COM | $168K |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $168K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $167K |
GKDGRAND CANYON ED INC COM | $167K |
CLVTRIP COM GROUP LTD ADS | $166K |
HCAHCA HEALTHCARE INC COM | $165K |
BRXBRIXMOR PPTY GROUP INC COM | $165K |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $164K |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $164K |
BRBROADRIDGE FINL SOLUTIONS INC COM | $163K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $163K |
CCOCAMECO CORP COM | $163K |
VRTXVERTEX PHARMACEUTICALS INC COM | $163K |
ROKROCKWELL AUTOMATION INC COM | $163K |
BKRBAKER HUGHES COMPANY CL A | $163K |
SLBSCHLUMBERGER LTD COM STK | $163K |
ECLECOLAB INC COM | $163K |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $162K |
JGHNUVEEN GLOBAL HIGH INCOME FD SHS | $161K |
VRTVERTIV HOLDINGS CO COM CL A | $161K |
JCIJOHNSON CTLS INTL PLC SHS | $161K |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $161K |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $161K |
PCGPG&E CORP COM | $161K |
BF/BBROWN FORMAN CORP CL B | $160K |
TRMBTRIMBLE INC COM | $160K |
7HPHP INC COM | $160K |
CITCINTAS CORP COM | $159K |
SCHBSCHWAB U.S. BROAD MARKET ETF | $159K |
CFGCITIZENS FINL GROUP INC COM | $159K |
TIGRUP FINTECH HLDG LTD SPONSORED ADS | $159K |
AKXANSYS INC COM | $159K |
GNRCGENERAC HLDGS INC COM | $158K |
URIUNITED RENTALS INC COM | $157K |
GVAGRANITE CONSTR INC COM | $157K |
HDBHDFC BANK LTD SPONSORED ADS | $157K |
MCXMCCORMICK & CO INC COM NON VTG | $157K |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $156K |
AITAPPLIED INDL TECHNOLOGIES INC COM | $156K |
CPRTCOPART INC COM | $156K |
ZMZOOM COMMUNICATIONS INC CL A | $156K |
XFOFXCOHEN & STEERS CLOSED-END OPPO COM | $155K |
IVTINVENTRUST PPTYS CORP COM NEW | $155K |
WABWABTEC COM | $154K |
HBANHUNTINGTON BANCSHARES INC COM | $154K |
JWNUSDNORDSTROM INC COM | $152K |
OPRAOPERA LTD SPONSORED ADS | $152K |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $151K |
IFFINTERNATIONAL FLAVORS&FRAGRANC COM | $151K |
DOWDOW INC COM | $151K |
RIORIO TINTO PLC SPONSORED ADR | $150K |
ANAUTONATION INC COM | $149K |
DGDOLLAR GEN CORP NEW COM | $149K |
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $149K |
ADSKAUTODESK INC COM | $149K |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $148K |
CPBTHE CAMPBELLS COMPANY COM | $148K |
PINSPINTEREST INC CL A | $148K |
ILMNILLUMINA INC COM | $148K |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $148K |
APPAPPLOVIN CORP COM CL A | $147K |
BMOBANK MONTREAL QUE COM | $147K |
AVUSAVANTIS U.S. EQUITY ETF | $147K |
MEDPMEDPACE HLDGS INC COM | $147K |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $146K |
GWREGUIDEWIRE SOFTWARE INC COM | $146K |
GPIGROUP 1 AUTOMOTIVE INC COM | $146K |
ELLAUDER ESTEE COS INC CL A | $146K |
DTEDTE ENERGY CO COM | $146K |
SGNSIGNING DAY SPORTS INC COMMON STOCK | $145K |
STTSTATE STR CORP COM | $145K |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $145K |
EDCONSOLIDATED EDISON INC COM | $145K |
ORIOLD REP INTL CORP COM | $144K |
IRINGERSOLL RAND INC COM | $144K |
WDCWESTERN DIGITAL CORP COM | $144K |
AEGAEGON LTD AMER REG 1 CERT | $144K |
PAHUSDELEMENT SOLUTIONS INC COM | $144K |
ENQENTEGRIS INC COM | $143K |
PAYCPAYCOM SOFTWARE INC COM | $143K |
INVHINVITATION HOMES INC COM | $142K |
GSKGSK PLC SPONSORED ADR | $142K |
LRGFISHARES U.S. EQUITY FACTOR ETF | $142K |
SCCOSOUTHERN COPPER CORP COM | $141K |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $141K |