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)

StockValue
APDAIR PRODS & CHEMS INC COM
$127K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$125K
DEDEERE & CO COM
$124K
CCLCARNIVAL CORP COMMON STOCK
$124K
GSGOLDMAN SACHS GROUP INC COM
$121K
CABOCABLE ONE INC COM
$120K
BF/ABROWN FORMAN CORP CL A
$119K
SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF
$119K
RJFRAYMOND JAMES FINL INC COM
$118K
PUKNPRUDENTIAL PLC ADR
$118K
REGNREGENERON PHARMACEUTICALS COM
$117K
EWEDWARDS LIFESCIENCES CORP COM
$116K
VNQIVANGUARD GLOBAL EX-U.S. REAL ESTATE INDEX
$116K
NULGNUVEEN ESG LARGE-CAP GROWTH ETF
$114K
TPHDTIMOTHY PLAN HIGH DIVIDEND STOCK ETF
$114K
VDEVANGUARD ENERGY INDEX FUND
$113K
AIGAMERICAN INTL GROUP INC COM NEW
$113K
ROSTROSS STORES INC COM
$112K
IBDINSPIRE CORPORATE BOND ESG ETF
$111K
OTISOTIS WORLDWIDE CORP COM
$109K
MUMICRON TECHNOLOGY INC COM
$108K
AJGGALLAGHER ARTHUR J & CO COM
$108K
LULULULULEMON ATHLETICA INC COM
$107K
TRNTRINITY INDS INC COM
$107K
ITTITT INC COM
$107K
TTELUS CORPORATION COM
$106K
UALUNITED AIRLS HLDGS INC COM
$105K
KBWYINVESCO KBW PREMIUM YIELD EQUITY REIT ETF
$104K
VICIVICI PPTYS INC COM
$104K
FQIDIGITAL RLTY TR INC COM
$102K
VUSBVANGUARD ULTRA-SHORT BOND ETF
$102K
BKRBAKER HUGHES COMPANY CL A
$102K
GSLCGOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF
$102K
PEOEXELON CORP COM
$102K
GSKGLAXOSMITHKLINE PLC SPONSORED ADR
$102K
FTGCFIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
$102K
FDXFEDEX CORP COM
$101K
TSNTYSON FOODS INC CL A
$100K
ZBHZIMMER BIOMET HOLDINGS INC COM
$98K
EHCENCOMPASS HEALTH CORP COM
$96K
ORCLORACLE CORP COM
$95K
VONGVANGUARD RUSSELL 1000 GROWTH ETF
$95K
IVOOVANGUARD S&P MID-CAP 400 ETF
$95K
METMETLIFE INC COM
$95K
CFGCITIZENS FINL GROUP INC COM
$93K
HZNPHORIZON THERAPEUTICS PUB L SHS
$92K
CARRCARRIER GLOBAL CORPORATION COM
$92K
TAT&T INC COM
$92K
MTBM & T BK CORP COM
$91K
YUMYUM BRANDS INC COM
$90K
AMEAMETEK INC COM
$90K
LHXL3HARRIS TECHNOLOGIES INC COM
$90K
MARMARRIOTT INTL INC NEW CL A
$89K
EQTEQT CORP COM
$89K
GRCGORMAN RUPP CO COM
$89K
TTDTHE TRADE DESK INC COM CL A
$89K
INTUINTUIT COM
$87K
BLESINSPIRE GLOBAL HOPE ESG ETF
$86K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$86K
SSBUSDSOUTHSTATE CORPORATION COM
$85K
PXDEURPIONEER NAT RES CO COM
$85K
FERGFERGUSON PLC NEW SHS
$84K
DOWDOW INC COM
$84K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$84K
FTNTFORTINET INC COM
$84K
TRPTC ENERGY CORP COM
$83K
NOWSERVICENOW INC COM
$83K
COFCAPITAL ONE FINL CORP COM
$83K
LRCXEURLAM RESEARCH CORP COM
$83K
BF/BBROWN FORMAN CORP CL B
$82K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$82K
SLBSCHLUMBERGER LTD COM STK
$82K
AMDADVANCED MICRO DEVICES INC COM
$82K
HIIHUNTINGTON INGALLS INDS INC COM
$82K
DLTRDOLLAR TREE INC COM
$82K
CMSCMS ENERGY CORP COM
$82K
NUDMNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
$82K
SEESEALED AIR CORP NEW COM
$81K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$80K
NUENUCOR CORP COM
$80K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$80K
HASHASBRO INC COM
$79K
PGRPROGRESSIVE CORP COM
$79K
ETENERGY TRANSFER L P COM UT LTD PTN
$79K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$79K
TRGPTARGA RES CORP COM
$78K
FFORD MTR CO DEL COM
$78K
TQJSIGNATURE BK NEW YORK N Y COM
$78K
GDDYGODADDY INC CL A
$78K
IUSVISHARES CORE S&P U.S. VALUE ETF
$78K
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
$78K
GHCGRAHAM HLDGS CO COM CL B
$78K
HEIHEICO CORP NEW CL A
$77K
AIZASSURANT INC COM
$77K
AXPAMERICAN EXPRESS CO COM
$77K
MRO*MARATHON OIL CORP COM
$76K
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
$76K
FOXAFOX CORP CL A COM
$76K
VMCVULCAN MATLS CO COM
$76K
KMBKIMBERLY-CLARK CORP COM
$76K
PreviousPage 4 of 18Next