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	Shares	Value	% Portfolio
801	SNYSANOFI SPONSORED ADR	2,917	$141K	0.01%
802	OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF	2,587	$140K	0.01%
803	HLNHALEON PLC SPON ADS	14,601	$139K	0.01%
804	SOFISOFI TECHNOLOGIES INC COM	8,991	$138K	0.01%
805	FFORD MTR CO COM	13,982	$138K	0.01%
806	TIPISHARES TIPS BOND ETF	1,292	$138K	0.01%
807	CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11	3,647	$137K	0.01%
808	SCHASCHWAB U.S. SMALL-CAP ETF	5,298	$137K	0.01%
809	ESEVERSOURCE ENERGY COM	2,381	$137K	0.01%
810	GBTCGRAYSCALE BITCOIN TRUST ETF	1,840	$136K	0.01%
811	FT2FIRST HORIZON CORPORATION COM	6,751	$136K	0.01%
812	MINTPIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND	1,348	$135K	0.01%
813	GWWGRAINGER W W INC COM	128	$135K	0.01%
814	TELTE CONNECTIVITY PLC ORD SHS	941	$134K	0.01%
815	BYLDISHARES YIELD OPTIMIZED BOND ETF	6,054	$134K	0.01%
816	IEFISHARES 7-10 YEAR TREASURY BOND ETF	1,449	$134K	0.01%
817	EXPIEXP WORLD HLDGS INC COM	11,540	$133K	0.01%
818	APAAPA CORPORATION COM	5,714	$132K	0.01%
819	XMHQINVESCO S&P MIDCAP QUALITY ETF	1,336	$132K	0.01%
820	AVGEAVANTIS ALL EQUITY MARKETS ETF	1,815	$131K	0.01%
821	KBHKB HOME COM	1,995	$131K	0.01%
822	KRKROGER CO COM	2,142	$131K	0.01%
823	JPCNUVEEN PFD & INCOME OPPORTUNIT COM	16,645	$131K	0.01%
824	SSBUSDSOUTHSTATE CORPORATION COM	1,314	$131K	0.01%
825	EQHEQUITABLE HLDGS INC COM	2,756	$130K	0.01%
826	AFRMAFFIRM HLDGS INC COM CL A	2,132	$130K	0.01%
827	EXREXTRA SPACE STORAGE INC COM	866	$130K	0.01%
828	YUMYUM BRANDS INC COM	961	$129K	0.01%
829	ELDELDORADO GOLD CORP NEW COM	8,663	$129K	0.01%
830	AG8AGILENT TECHNOLOGIES INC COM	957	$129K	0.01%
831	NUENUCOR CORP COM	1,093	$128K	0.01%
832	HUBBHUBBELL INC COM	303	$127K	0.01%
833	SPBSPECTRUM BRANDS HLDGS INC NEW COM	1,490	$126K	0.01%
834	FDSFACTSET RESH SYS INC COM	262	$126K	0.01%
835	COLDAMERICOLD REALTY TRUST INC COM	5,868	$126K	0.01%
836	BCXBLACKROCK RES & COMMODITIES ST SHS	14,703	$126K	0.01%
837	TOSTTOAST INC CL A	3,435	$125K	0.01%
838	CDWCDW CORP COM	713	$124K	0.01%
839	ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF	965	$124K	0.01%
840	IMOIMPERIAL OIL LTD COM NEW	2,012	$124K	0.01%
841	PTLCPACER TRENDPILOT US LARGE CAP ETF	2,319	$124K	0.01%
842	IEXIDEX CORP COM	590	$123K	0.01%
843	SMHVANECK SEMICONDUCTOR ETF	509	$123K	0.01%
844	LOGILOGITECH INTL S A SHS	1,494	$123K	0.01%
845	PTNQPACER TRENDPILOT 100 ETF	1,654	$122K	0.01%
846	HBC2HSBC HLDGS PLC SPON ADR NEW	2,473	$122K	0.01%
847	HUMHUMANA INC COM	479	$122K	0.01%
848	USMVISHARES MSCI USA MIN VOL FACTOR ETF	1,364	$121K	0.01%
849	LSCCLATTICE SEMICONDUCTOR CORP COM	2,114	$120K	0.01%
850	CMSCMS ENERGY CORP COM	1,791	$119K	0.01%
851	FUTUFUTU HLDGS LTD SPON ADS CL A	1,490	$119K	0.01%
852	DFLVDIMENSIONAL US LARGE CAP VALUE ETF	3,967	$119K	0.01%
853	THCTENET HEALTHCARE CORP COM NEW	940	$119K	0.01%
854	SCHQSCHWAB LONG-TERM U.S. TREASURY ETF	3,772	$119K	0.01%
855	TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF	4,765	$118K	0.01%
856	HMCHONDA MOTOR LTD ADR ECH CNV IN 3	4,111	$117K	0.01%
857	STRVSTRIVE 500 ETF	3,098	$117K	0.01%
858	SMMDISHARES RUSSELL 2500 ETF	1,719	$117K	0.01%
859	AFWALIGN TECHNOLOGY INC COM	560	$117K	0.01%
860	ESGDISHARES ESG AWARE MSCI EAFE ETF	1,534	$117K	0.01%
861	ANDEANDERSONS INC COM	2,866	$116K	0.01%
862	ABNBAIRBNB INC COM CL A	880	$116K	0.01%
863	GILGILDAN ACTIVEWEAR INC COM	2,454	$115K	0.01%
864	RSRELIANCE INC COM	423	$114K	0.01%
865	ROSTROSS STORES INC COM	753	$114K	0.01%
866	TECK/BTECK RESOURCES LTD CL B	2,807	$114K	0.01%
867	CRSCARPENTER TECHNOLOGY CORP COM	669	$114K	0.01%
868	PIPRPIPER SANDLER COMPANIES COM	375	$112K	0.01%
869	DFARDIMENSIONAL US REAL ESTATE ETF	4,789	$111K	0.01%
870	LUVSOUTHWEST AIRLS CO COM	3,298	$111K	0.01%
871	IESCIES HLDGS INC COM	551	$111K	0.01%
872	HALOHALOZYME THERAPEUTICS INC COM	2,300	$110K	0.01%
873	PSOPEARSON PLC SPONSORED ADR	6,807	$110K	0.01%
874	TSNTYSON FOODS INC CL A	1,896	$109K	0.01%
875	EX9EXELIXIS INC COM	3,269	$109K	0.01%
876	JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF	2,287	$108K	0.01%
877	TTWOTAKE-TWO INTERACTIVE SOFTWARE COM	587	$108K	0.01%
878	SLYVSPDR S&P 600 SMALL CAP VALUE ETF	1,237	$108K	0.01%
879	BNBROOKFIELD CORP CL A LTD VT SH	1,871	$107K	0.01%
880	VLTOVERALTO CORP COM SHS	1,054	$107K	0.01%
881	KVUEKENVUE INC COM	5,022	$107K	0.01%
882	DOCHEALTHPEAK PROPERTIES INC COM	5,275	$107K	0.01%
883	NLYANNALY CAPITAL MANAGEMENT INC COM NEW	5,839	$107K	0.01%
884	HESHESS CORP COM	798	$106K	0.01%
885	DNPDNP SELECT INCOME FD INC COM	11,995	$106K	0.01%
886	DJTTRUMP MEDIA & TECHNOLOGY GROUP COM	3,101	$106K	0.01%
887	SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF	2,476	$105K	0.01%
888	RPRXROYALTY PHARMA PLC SHS CLASS A	4,112	$105K	0.01%
889	USAIPACER AMERICAN ENERGY INDEPENDENCE ETF	2,601	$103K	0.01%
890	VNTVONTIER CORPORATION COM	2,822	$103K	0.01%
891	POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER	2,592	$103K	0.01%
892	FCNCAFIRST CTZNS BANCSHARES INC N C CL A	48	$101K	0.01%
893	07WAMR COOPER GROUP INC COM	1,052	$101K	0.01%
894	KELKELLANOVA COM	1,246	$101K	0.01%
895	VAWVANGUARD MATERIALS ETF	536	$101K	0.01%
896	WECWEC ENERGY GROUP INC COM	1,067	$100K	0.01%
897	BKBANK NEW YORK MELLON CORP COM	1,295	$99K	0.01%
898	NXPINXP SEMICONDUCTORS N V COM	478	$99K	0.01%
899	TKOTKO GROUP HOLDINGS INC CL A	700	$99K	0.01%
900	TRPTC ENERGY CORP COM	2,129	$99K	0.01%

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