EverSource Wealth Advisors, LLC Q1 2024 Filing

Filed May 13, 2024

Portfolio Value

$1.1B

Holdings

2,640

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (2,640 positions)

StockValue
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B
$50K
MPWRMONOLITHIC PWR SYS INC COM
$50K
ECLECOLAB INC COM
$50K
CNCCENTENE CORP DEL COM
$50K
EIXEDISON INTL COM
$49K
DMXFISHARES ESG ADVANCED MSCI EAFE ETF
$49K
VLRSCONTROLADORA VUELA COMP DE AVI SPON ADR RP 10
$49K
MIGAMICROSTRATEGY INC CL A NEW
$49K
LSCCLATTICE SEMICONDUCTOR CORP COM
$49K
AWNADVANCE AUTO PARTS INC COM
$49K
EGPEASTGROUP PPTYS INC COM
$49K
G9NGRUPO AEROPUERTO DEL PACIFICO SPON ADR B
$48K
LNGCHENIERE ENERGY INC COM NEW
$48K
W3UWESTERN UN CO COM
$48K
HOUSANYWHERE REAL ESTATE INC COM
$48K
AELUSDAMERICAN EQTY INVT LIFE HLD CO COM
$48K
EWBCEAST WEST BANCORP INC COM
$48K
IYHISHARES U.S. HEALTHCARE ETF
$48K
OSISOSI SYSTEMS INC COM
$48K
SJMSMUCKER J M CO COM NEW
$48K
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF
$48K
GNRCGENERAC HLDGS INC COM
$47K
MRNAMODERNA INC COM
$47K
VNOVORNADO RLTY TR SH BEN INT
$47K
MAINMAIN STR CAP CORP COM
$47K
PAHUSDELEMENT SOLUTIONS INC COM
$46K
ALVAUTOLIV INC COM
$46K
CULLMAN BANCORP INC COM
$46K
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF
$46K
BMOBANK MONTREAL QUE COM
$46K
CTRACOTERRA ENERGY INC COM
$46K
YETIYETI HLDGS INC COM
$46K
TPRTAPESTRY INC COM
$46K
CIVICIVITAS RESOURCES INC COM NEW
$46K
FLEEFRANKLIN FTSE EUROPE ETF
$46K
MDC1USDM D C HLDGS INC COM
$46K
WECWEC ENERGY GROUP INC COM
$45K
FSLYFASTLY INC CL A
$45K
HYTBLACKROCK CORPOR HI YLD FD INC COM
$45K
IEXIDEX CORP COM
$45K
IEPICAHN ENTERPRISES LP DEPOSITARY UNIT
$45K
BRKRBRUKER CORP COM
$45K
DOCHEALTHPEAK PROPERTIES INC COM
$45K
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10
$45K
BONDPIMCO ACTIVE BOND ETF
$45K
UITBVICTORYSHARES CORE INTERMEDIATE BOND ETF
$45K
FLJPFRANKLIN FTSE JAPAN ETF
$44K
TSEMTOWER SEMICONDUCTOR LTD SHS NEW
$44K
IFFINTERNATIONAL FLAVORS&FRAGRANC COM
$44K
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK
$44K
GGBGERDAU SA SPON ADR REP PFD
$44K
IVZINVESCO LTD SHS
$44K
TROXTRONOX HOLDINGS PLC SHS
$44K
IVTINVENTRUST PPTYS CORP COM NEW
$44K
CNHICNH INDL N V SHS
$44K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$44K
UTFCOHEN & STEERS INFRASTRUCTURE COM
$43K
MAPSWM TECHNOLOGY INC COM
$43K
VFHVANGUARD FINANCIALS ETF
$43K
FMCFMC CORP COM NEW
$43K
SWN1EURSOUTHWESTERN ENERGY CO COM
$43K
MPLXMPLX LP COM UNIT REP LTD
$43K
ETRNUSDEQUITRANS MIDSTREAM CORP COM
$42K
WIREEURENCORE WIRE CORP COM
$42K
PEOADAM NAT RES FD INC COM
$42K
ASNDASCENDIS PHARMA A/S SPONSORED ADR
$42K
WYNNWYNN RESORTS LTD COM
$42K
LYVLIVE NATION ENTERTAINMENT INC COM
$42K
EQREQUITY RESIDENTIAL SH BEN INT
$42K
SMPLSIMPLY GOOD FOODS CO COM
$41K
RNRRENAISSANCERE HLDGS LTD COM
$41K
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
$41K
KELKELLANOVA COM
$41K
AVTRAVANTOR INC COM
$41K
CITCINTAS CORP COM
$41K
ALNYALNYLAM PHARMACEUTICALS INC COM
$41K
PPLPPL CORP COM
$41K
FITBFIFTH THIRD BANCORP COM
$41K
ENQENTEGRIS INC COM
$41K
JPIEJPMORGAN INCOME ETF
$41K
KTKT CORP SPONSORED ADR
$41K
IYEISHARES U.S. ENERGY ETF
$40K
AVGEAVANTIS ALL EQUITY MARKETS ETF
$40K
NTAPNETAPP INC COM
$40K
VCRVANGUARD CONSUMER DISCRETIONARY ETF
$40K
INCYINCYTE CORP COM
$40K
WBDWARNER BROS DISCOVERY INC COM SER A
$40K
RGAREINSURANCE GRP OF AMERICA INC COM NEW
$40K
G7AGRUPO AEROPORTUARIO DEL CENTRO SPON ADR
$40K
OREALTY INCOME CORP COM
$40K
DDDUPONT DE NEMOURS INC COM
$39K
MVSTMICROVAST HOLDINGS INC COM
$39K
JHGJANUS HENDERSON GROUP PLC ORD SHS
$39K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$39K
CIENCIENA CORP COM NEW
$39K
WPPWPP PLC NEW ADR
$39K
SNASNAP ON INC COM
$39K
BNSBANK NOVA SCOTIA HALIFAX COM
$39K
HSYHERSHEY CO COM
$39K
LM0CLIBERTY MEDIA CORP DEL COM LBTY SRM S C
$39K
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