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
CCLCARNIVAL CORP PAIRED CTF
$38K
0J7QIAC INC COM NEW
$38K
LNWOLIGHT & WONDER INC COM
$38K
DCIDONALDSON INC COM
$38K
GPCGENUINE PARTS CO COM
$38K
ILMNILLUMINA INC COM
$38K
NFJVIRTUS DIVIDEND INTEREST & PR COM
$38K
AXTAAXALTA COATING SYS LTD COM
$38K
LNCLINCOLN NATL CORP IND COM
$38K
APOAPOLLO GLOBAL MGMT INC COM
$38K
NOVNOV INC COM
$38K
IPINTERNATIONAL PAPER CO COM
$37K
AFLAFLAC INC COM
$37K
AALAMERICAN AIRLS GROUP INC COM
$37K
PPLPEMBINA PIPELINE CORP COM
$37K
OMCOMNICOM GROUP INC COM
$37K
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF
$37K
GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
$37K
CMCCOMMERCIAL METALS CO COM
$37K
CIGICOLLIERS INTL GROUP INC SUB VTG SHS
$36K
ETSYETSY INC COM
$36K
PGXINVESCO PREFERRED ETF
$36K
PBFPBF ENERGY INC CL A
$36K
UHSUNIVERSAL HLTH SVCS INC CL B
$36K
EQHEQUITABLE HLDGS INC COM
$36K
HBANHUNTINGTON BANCSHARES INC COM
$36K
BLMNBLOOMIN BRANDS INC COM
$36K
GHGUARDANT HEALTH INC COM
$36K
AXSAXIS CAP HLDGS LTD SHS
$36K
THCTENET HEALTHCARE CORP COM NEW
$35K
BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
$35K
NVRNVR INC COM
$35K
ARMKARAMARK COM
$35K
EGHT8X8 INC NEW COM
$35K
BBWIBATH & BODY WORKS INC COM
$35K
CECELANESE CORP DEL COM
$35K
SUZSUZANO S A SPON ADS
$35K
3M4MASIMO CORP COM
$35K
EQNREQUINOR ASA SPONSORED ADR
$34K
JXC1ZIFF DAVIS INC COM
$34K
UFPIUFP INDUSTRIES INC COM
$34K
CBRECBRE GROUP INC CL A
$34K
SCHBSCHWAB U.S. BROAD MARKET ETF
$34K
BXPBOSTON PROPERTIES INC COM
$34K
DRIDARDEN RESTAURANTS INC COM
$34K
LNTALLIANT ENERGY CORP COM
$34K
NMRNOMURA HLDGS INC SPONSORED ADR
$34K
SLGSL GREEN RLTY CORP COM
$34K
VFCV F CORP COM
$34K
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$34K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$34K
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$33K
HBC2HSBC HLDGS PLC SPON ADR NEW
$33K
SWKSTANLEY BLACK & DECKER INC COM
$33K
FESMFIDELITY ENHANCED SMALL CAP ETF
$33K
ACAARCOSA INC COM
$33K
EXGEATON VANCE TAX ADVT DIV INCM COM
$33K
PTMCPACER TRENDPILOT US MID CAP ETF
$33K
LPLLG DISPLAY CO LTD SPONS ADR REP
$33K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$33K
ABXBARRICK GOLD CORP COM
$32K
GLWCORNING INC COM
$32K
SLMSLM CORP COM
$32K
NXSTNEXSTAR MEDIA GROUP INC COMMON STOCK
$32K
MTARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH
$32K
PHMPULTE GROUP INC COM
$32K
GGENPACT LIMITED SHS
$32K
EXREXTRA SPACE STORAGE INC COM
$32K
MTGMGIC INVT CORP WIS COM
$32K
CVNACARVANA CO CL A
$32K
COKECOCA COLA CONS INC COM
$32K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$31K
KIMKIMCO RLTY CORP COM
$31K
TSLXSIXTH STREET SPECIALTY LENDING COM
$31K
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR
$31K
AITAPPLIED INDL TECHNOLOGIES INC COM
$31K
ARGXARGENX SE SPONSORED ADR
$31K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$31K
CRBGCOREBRIDGE FINL INC COM
$31K
ESGEISHARES ESG AWARE MSCI EM ETF
$31K
EDVVANGUARD EXTENDED DURATION TREASURY ETF
$31K
ISCBISHARES MORNINGSTAR SMALL-CAP ETF
$31K
HTZHERTZ GLOBAL HLDGS INC COM NEW
$31K
KOFCOCA-COLA FEMSA SAB DE CV SPONSORD ADR REP
$30K
FOXAFOX CORP CL A COM
$30K
BTUPEABODY ENGR CORP COM
$30K
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
$30K
CPNGCOUPANG INC CL A
$30K
TPHTRI POINTE HOMES INC COM
$30K
AREALEXANDRIA REAL ESTATE EQ INC COM
$30K
AIRCUSDAPARTMENT INCOME REIT CORP COM
$29K
PTINPACER TRENDPILOT INTERNATIONAL ETF
$29K
ENSGENSIGN GROUP INC COM
$29K
IXORIX CORP SPONSORED ADR
$29K
PTYPIMCO CORPORATE & INCOME OPPOR COM
$29K
EZUISHARES MSCI EUROZONE ETF
$29K
VLYVALLEY NATL BANCORP COM
$29K
TNLTRAVEL PLUS LEISURE CO COM
$29K
HIGHARTFORD FINL SVCS GROUP INC COM
$28K
CADECADENCE BANK COM
$28K
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