EverSource Wealth Advisors, LLC Q1 2022 Filing
Filed May 25, 2022
Portfolio Value
$394.3M
Holdings
1,720
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (1,720 positions)
| Stock | Value |
|---|---|
PSXPHILLIPS 66 COM | $326K |
DWDMORGAN STANLEY COM NEW | $322K |
CATCATERPILLAR INC COM | $307K |
MDLZMONDELEZ INTL INC CL A | $305K |
MBBISHARES MBS ETF | $303K |
DSIISHARES MSCI KLD 400 SOCIAL ETF | $303K |
ASMLASML HOLDING N V N Y REGISTRY SHS | $302K |
HUMHUMANA INC COM | $300K |
NSCNORFOLK SOUTHN CORP COM | $298K |
AEPAMERICAN ELEC PWR CO INC COM | $297K |
AONAON PLC SHS CL A | $297K |
NVONOVO-NORDISK A S ADR | $297K |
CSXCSX CORP COM | $292K |
MAMASTERCARD INCORPORATED CL A | $291K |
DUKDUKE ENERGY CORP NEW COM NEW | $279K |
ENBENBRIDGE INC COM | $278K |
TMOTHERMO FISHER SCIENTIFIC INC COM | $272K |
SCHPSCHWAB U.S. TIPS ETF | $268K |
SRESEMPRA COM | $268K |
IYEISHARES U.S. ENERGY ETF | $266K |
TIPISHARES TIPS BOND ETF | $262K |
SBUXSTARBUCKS CORP COM | $260K |
RSGREPUBLIC SVCS INC COM | $257K |
NVSNNOVARTIS AG SPONSORED ADR | $257K |
VFCV F CORP COM | $256K |
SNYSANOFI SPONSORED ADR | $255K |
IAU*ISHARES GOLD TRUST | $255K |
A4SAMERIPRISE FINL INC COM | $253K |
EQIXEQUINIX INC COM | $252K |
WCNWASTE CONNECTIONS INC COM | $249K |
BKNGBOOKING HOLDINGS INC COM | $248K |
PLDPROLOGIS INC. COM | $248K |
ELLAUDER ESTEE COS INC CL A | $246K |
NULVNUVEEN ESG LARGE-CAP VALUE ETF | $245K |
CAGCONAGRA BRANDS INC COM | $236K |
QCOMQUALCOMM INC COM | $235K |
EMNEASTMAN CHEM CO COM | $235K |
VALEVALE S A SPONSORED ADS | $233K |
MCWMISTER CAR WASH INC COM | $231K |
BSXBOSTON SCIENTIFIC CORP COM | $230K |
SHWSHERWIN WILLIAMS CO COM | $229K |
VIGIVanguard International Dividend Appreciation ETF | $226K |
FANGDIAMONDBACK ENERGY INC COM | $224K |
ALSALLSTATE CORP COM | $222K |
PNCPNC FINL SVCS GROUP INC COM | $221K |
DISDISNEY WALT CO COM | $220K |
OUNZVAN ECK MERK GOLD TRUST | $217K |
ESMLISHARES ESG AWARE MSCI USA SMALL-CAP ETF | $217K |
VNQVANGUARD REAL ESTATE ETF | $212K |
FALNISHARES FALLEN ANGELS USD BOND ETF | $209K |
CVSCVS HEALTH CORP COM | $209K |
—DUCK CREEK TECHNOLOGIES INC SHS | $208K |
GMGENERAL MTRS CO COM | $208K |
VLUEISHARES MSCI USA VALUE FACTOR ETF | $196K |
SPGIS&P GLOBAL INC COM | $196K |
BMTABRITISH AMERN TOB PLC SPONSORED ADR | $195K |
KLACKLA CORP COM NEW | $190K |
BPBP PLC SPONSORED ADR | $189K |
HALHALLIBURTON CO COM | $187K |
CMGCHIPOTLE MEXICAN GRILL INC COM | $182K |
COMTISHARES COMMODITIES SELECT STRATEGY ETF | $182K |
RELXRELX PLC SPONSORED ADR | $179K |
STZCONSTELLATION BRANDS INC CL A | $177K |
PYPLPAYPAL HLDGS INC COM | $175K |
DMXFISHARES ESG ADVANCED MSCI EAFE ETF | $175K |
IEFISHARES 7-10 YEAR TREASURY BOND ETF | $175K |
TPSCTIMOTHY PLAN US SMALL CAP CORE ETF | $173K |
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF | $172K |
NFLXNETFLIX INC COM | $169K |
WMBWILLIAMS COS INC COM | $167K |
XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $164K |
ULUNILEVER PLC SPON ADR NEW | $164K |
DBCINVESCO DB COMMODITY INDEX TRACKING FUND | $163K |
ISRGINTUITIVE SURGICAL INC COM NEW | $163K |
MMM3M CO COM | $160K |
ITWILLINOIS TOOL WKS INC COM | $159K |
TRVCCITIGROUP INC COM NEW | $158K |
ETNEATON CORP PLC SHS | $156K |
CHTRCHARTER COMMUNICATIONS INC NEW CL A | $156K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $154K |
SGENUSDSEAGEN INC COM | $152K |
STTSTATE STR CORP COM | $148K |
MCOMOODYS CORP COM | $148K |
EPDENTERPRISE PRODS PARTNERS L P COM | $147K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $147K |
IXNISHARES GLOBAL TECH ETF | $144K |
LDEMISHARES ESG MSCI EM LEADERS ETF | $144K |
SCHWSCHWAB CHARLES CORP COM | $142K |
DJTDIGITAL WORLD ACQUISITION CORP CLASS A COM | $141K |
CTVACORTEVA INC COM | $141K |
—LABORATORY CORP AMER HLDGS COM NEW | $140K |
LWLAMB WESTON HLDGS INC COM | $140K |
IWRISHARES RUSSELL MID-CAP ETF | $140K |
AQLTISHARES CORE MSCI EAFE ETF | $137K |
ESGDISHARES MSCI EAFE ESG SELECT ETF | $133K |
LRGECLEARBRIDGE LARGE CAP GROWTH ESG ETF | $132K |
HLTHILTON WORLDWIDE HLDGS INC COM | $130K |
CICIGNA CORP NEW COM | $130K |
MOALTRIA GROUP INC COM | $130K |
WMWASTE MGMT INC DEL COM | $128K |