EverSource Wealth Advisors, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$803.4B
Holdings
2,391
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (2,391 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 701 | MDC1USDM D C HLDGS INC COM | 1,019 | $0 | 0.00% | |
| 702 | KIMKIMCO RLTY CORP COM | 1,081 | $0 | 0.00% | |
| 703 | ARKKARK INNOVATION ETF | 1,348 | $0 | 0.00% | |
| 704 | CNKCINEMARK HLDGS INC COM | 907 | $0 | 0.00% | |
| 705 | BAHBOOZ ALLEN HAMILTON HLDG CORP CL A | 35 | $0 | 0.00% | |
| 706 | EX9EXELIXIS INC COM | 2,243 | $0 | 0.00% | |
| 707 | CWKCUSHMAN WAKEFIELD PLC SHS | 566 | $0 | 0.00% | |
| 708 | ODFLOLD DOMINION FREIGHT LINE INC COM | 520 | $0 | 0.00% | |
| 709 | CWEN/ACLEARWAY ENERGY INC CL A | 1,037 | $0 | 0.00% | |
| 710 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 15,824 | $0 | 0.00% | |
| 711 | CEGCONSTELLATION ENERGY CORP COM | 1,558 | $0 | 0.00% | |
| 712 | SPGSIMON PPTY GROUP INC NEW COM | 5,667 | $0 | 0.00% | |
| 713 | ACHCACADIA HEALTHCARE COMPANY INC COM | 19 | $0 | 0.00% | |
| 714 | 0VVBPARAMOUNT GLOBAL CLASS B COM | 2,360 | $0 | 0.00% | |
| 715 | STMSTMICROELECTRONICS N V NY REGISTRY | 773 | $0 | 0.00% | |
| 716 | CEIXEURCONSOL ENERGY INC NEW COM | 122 | $0 | 0.00% | |
| 717 | VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF | 562 | $0 | 0.00% | |
| 718 | SPBSPECTRUM BRANDS HLDGS INC NEW COM | 110 | $0 | 0.00% | |
| 719 | AVREAVANTIS REAL ESTATE ETF | 5,098 | $0 | 0.00% | |
| 720 | XPERXPERI INC COMMON STOCK | 918 | $0 | 0.00% | |
| 721 | EXPEEXPEDIA GROUP INC COM NEW | 159 | $0 | 0.00% | |
| 722 | AZPN1USDASPEN TECHNOLOGY INC COM | 1,756 | $0 | 0.00% | |
| 723 | NWLNEWELL BRANDS INC COM | 1,991 | $0 | 0.00% | |
| 724 | KRKROGER CO COM | 2,200 | $0 | 0.00% | |
| 725 | ESLTELBIT SYS LTD ORD | 101 | $0 | 0.00% | |
| 726 | USFDUS FOODS HLDG CORP COM | 63 | $0 | 0.00% | |
| 727 | SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF | 2,128 | $0 | 0.00% | |
| 728 | FNFABRINET SHS | 232 | $0 | 0.00% | |
| 729 | EBCEASTERN BANKSHARES INC COM | 724 | $0 | 0.00% | |
| 730 | JWNUSDNORDSTROM INC COM | 150 | $0 | 0.00% | |
| 731 | ECATBLACKROCK ESG CAP ALLC TERM SHS BEN INT | 174 | $0 | 0.00% | |
| 732 | PLUSEPLUS INC COM | 270 | $0 | 0.00% | |
| 733 | AQLTISHARES CORE MSCI EAFE ETF | 685 | $0 | 0.00% | |
| 734 | IUSBISHARES CORE TOTAL USD BOND MARKET ETF | 20,880 | $0 | 0.00% | |
| 735 | GDXJVANECK JUNIOR GOLD MINERS ETF | 110 | $0 | 0.00% | |
| 736 | INFYINFOSYS LTD SPONSORED ADR | 498 | $0 | 0.00% | |
| 737 | —OCONEE FED FINL CORP COM | 375 | $0 | 0.00% | |
| 738 | MOVMOVADO GROUP INC COM | 100 | $0 | 0.00% | |
| 739 | PFGCPERFORMANCE FOOD GROUP CO COM | 63 | $0 | 0.00% | |
| 740 | WECWEC ENERGY GROUP INC COM | 688 | $0 | 0.00% | |
| 741 | XELXCEL ENERGY INC COM | 768 | $0 | 0.00% | |
| 742 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | 2,625 | $0 | 0.00% | |
| 743 | EQIXEQUINIX INC COM | 417 | $0 | 0.00% | |
| 744 | XAODXABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT | 738 | $0 | 0.00% | |
| 745 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 11,544 | $0 | 0.00% | |
| 746 | IRTINDEPENDENCE RLTY TR INC COM | 1,959 | $0 | 0.00% | |
| 747 | MMTMFS MULTIMARKET INCOME TR SH BEN INT | 763 | $0 | 0.00% | |
| 748 | CCOCAMECO CORP COM | 123 | $0 | 0.00% | |
| 749 | FIPFTAI INFRASTRUCTURE INC COMMON STOCK | 1,085 | $0 | 0.00% | |
| 750 | BNBROOKFIELD CORP CL A LTD VT SH | 1,944 | $0 | 0.00% | |
| 751 | AMLPALERIAN MLP ETF | 11,713 | $0 | 0.00% | |
| 752 | ADVADVANTAGE SOLUTIONS INC COM CL A | 1,011 | $0 | 0.00% | |
| 753 | SNNSMITH & NEPHEW PLC SPDN ADR NEW | 650 | $0 | 0.00% | |
| 754 | IYFISHARES U.S. FINANCIALS ETF | 374 | $0 | 0.00% | |
| 755 | AXTAAXALTA COATING SYS LTD COM | 1,149 | $0 | 0.00% | |
| 756 | EMNEASTMAN CHEM CO COM | 199 | $0 | 0.00% | |
| 757 | BILLBILL HOLDINGS INC COM | 62 | $0 | 0.00% | |
| 758 | UAUNDER ARMOUR INC CL C | 1,030 | $0 | 0.00% | |
| 759 | OLNOLIN CORP COM PAR $1 | 471 | $0 | 0.00% | |
| 760 | JPSTJPMORGAN ULTRA-SHORT INCOME ETF | 69 | $0 | 0.00% | |
| 761 | LIILENNOX INTL INC COM | 969 | $0 | 0.00% | |
| 762 | VSATVIASAT INC COM | 293 | $0 | 0.00% | |
| 763 | BF/ABROWN FORMAN CORP CL A | 1,935 | $0 | 0.00% | |
| 764 | VMCVULCAN MATLS CO COM | 720 | $0 | 0.00% | |
| 765 | LPGDORIAN LPG LTD SHS USD | 144 | $0 | 0.00% | |
| 766 | ZTSZOETIS INC CL A | 1,705 | $0 | 0.00% | |
| 767 | SNEXSTONEX GROUP INC COM | 42 | $0 | 0.00% | |
| 768 | CIOCITY OFFICE REIT INC COM | 309 | $0 | 0.00% | |
| 769 | SCHWSCHWAB CHARLES CORP COM | 3,936 | $0 | 0.00% | |
| 770 | NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT | 1,300 | $0 | 0.00% | |
| 771 | TWOTWO HBRS INVT CORP COM | 788 | $0 | 0.00% | |
| 772 | DTHWISDOMTREE INTERNATIONAL HIGH DIVIDEND FUND | 200 | $0 | 0.00% | |
| 773 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 20 | $0 | 0.00% | |
| 774 | HEIHEICO CORP NEW CL A | 502 | $0 | 0.00% | |
| 775 | BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | 916 | $0 | 0.00% | |
| 776 | IBBISHARES BIOTECHNOLOGY ETF | 5,352 | $0 | 0.00% | |
| 777 | KMIKINDER MORGAN INC DEL COM | 9,705 | $0 | 0.00% | |
| 778 | SLViShares Silver Trust ETF | 13,692 | $0 | 0.00% | |
| 779 | OIIOCEANEERING INTL INC COM | 925 | $0 | 0.00% | |
| 780 | BUSDBARNES GROUP INC COM | 512 | $0 | 0.00% | |
| 781 | CRSCARPENTER TECHNOLOGY CORP COM | 106 | $0 | 0.00% | |
| 782 | IRBTQIROBOT CORP COM | 229 | $0 | 0.00% | |
| 783 | IWPISHARES RUSSELL MID-CAP GROWTH ETF | 1,095 | $0 | 0.00% | |
| 784 | TPLCTIMOTHY PLAN FUND TIMOTHY PLAN US LARGE/MID CAP CORE FUND | 632 | $0 | 0.00% | |
| 785 | UALUNITED AIRLS HLDGS INC COM | 3,484 | $0 | 0.00% | |
| 786 | CIR2USDCIRCOR INTL INC COM | 303 | $0 | 0.00% | |
| 787 | OAIMONEASCENT INTERNATIONAL EQUITY ETF | 2,879 | $0 | 0.00% | |
| 788 | FMSFRESENIUS MED CARE AG&CO KGAA SPONSORED ADR | 376 | $0 | 0.00% | |
| 789 | TMUST-MOBILE US INC COM | 921 | $0 | 0.00% | |
| 790 | TGLSTECNOGLASS INC ORD SHS | 51 | $0 | 0.00% | |
| 791 | WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | 4,152 | $0 | 0.00% | |
| 792 | STNSTANTEC INC COM | 55 | $0 | 0.00% | |
| 793 | FETUSDFORUM ENERGY TECHNOLOGIES INC COM | 908 | $0 | 0.00% | |
| 794 | CIENCIENA CORP COM NEW | 1,075 | $0 | 0.00% | |
| 795 | UITBVICTORY PORTFOLIOS II VICTORYSHARES CORE INTERMEDIATE BOND ETF | 923 | $0 | 0.00% | |
| 796 | QRVOQORVO INC COM | 177 | $0 | 0.00% | |
| 797 | CIMCHIMERA INVT CORP COM NEW | 600 | $0 | 0.00% | |
| 798 | HTLDHEARTLAND EXPRESS INC COM | 479 | $0 | 0.00% | |
| 799 | CMCCOMMERCIAL METALS CO COM | 154 | $0 | 0.00% | |
| 800 | MHKMOHAWK INDS INC COM | 107 | $0 | 0.00% |