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
UNITUNITI GROUP INC COM
$19K
AYATLANTICA SUSTAINABLE INFR PLC SHS
$19K
AINALBANY INTL CORP CL A
$19K
WHRWHIRLPOOL CORP COM
$19K
VPUVANGUARD UTILITIES ETF
$19K
EATBRINKER INTL INC COM
$19K
ABCBAMERIS BANCORP COM
$19K
DNBDUN & BRADSTREET HLDGS INC COM
$19K
FULFULLER H B CO COM
$19K
TMDXTRANSMEDICS GROUP INC COM
$19K
CVECENOVUS ENERGY INC COM
$19K
NEOGNEOGEN CORP COM
$19K
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
$19K
LNTHLANTHEUS HLDGS INC COM
$19K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$19K
TSTENARIS S A SPONSORED ADS
$19K
CWENCLEARWAY ENERGY INC CL C
$19K
AIC3 AI INC CL A
$18K
SOXXISHARES SEMICONDUCTOR ETF
$18K
TWSTTWIST BIOSCIENCE CORP COM
$18K
TROWPRICE T ROWE GROUP INC COM
$18K
BMIBADGER METER INC COM
$18K
AVBAVALONBAY CMNTYS INC COM
$18K
AMCRAMCOR PLC ORD
$18K
AGNCAGNC INVT CORP COM
$18K
EXPEEXPEDIA GROUP INC COM NEW
$18K
CSLCARLISLE COS INC COM
$18K
ON1OLD NATL BANCORP IND COM
$18K
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$18K
OKTAOKTA INC CL A
$18K
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
$18K
DAYCERIDIAN HCM HLDG INC COM
$18K
TXRHTEXAS ROADHOUSE INC COM
$18K
LFUSLITTELFUSE INC COM
$18K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$18K
VHTVANGUARD HEALTH CARE ETF
$18K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$18K
LPXLOUISIANA PAC CORP COM
$18K
FLYWFLYWIRE CORPORATION COM VTG
$18K
CEIXEURCONSOL ENERGY INC NEW COM
$18K
UNMUNUM GROUP COM
$18K
CRGYCRESCENT ENERGY COMPANY CL A COM
$18K
NMIHNMI HLDGS INC CL A
$18K
CINFCINCINNATI FINL CORP COM
$18K
XLFIConsumer Staples Select Sector SPDR ETF
$18K
ORNORION GROUP HLDGS INC COM
$18K
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$18K
BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR
$17K
GATXGATX CORP COM
$17K
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
$17K
EFAVISHARES MSCI EAFE MIN VOL FACTOR ETF
$17K
NWLNEWELL BRANDS INC COM
$17K
MNDYMONDAY COM LTD SHS
$17K
BWABORGWARNER INC COM
$17K
ISIIONIS PHARMACEUTICALS INC COM
$17K
DXCDXC TECHNOLOGY CO COM
$17K
KNKNOWLES CORP COM
$17K
BEPCBROOKFIELD RENEWABLE CORP CL A SUB VTG
$17K
DWMWISDOMTREE INTERNATIONAL EQUITY FUND
$17K
HRHEALTHCARE RLTY TR CL A COM
$17K
GAINGLADSTONE INVT CORP COM
$17K
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
$17K
BKUBANKUNITED INC COM
$17K
PHINPHINIA INC COMMON STOCK
$17K
NTCOYNATURA &CO HLDG S A ADS
$17K
FSVFIRSTSERVICE CORP NEW COM
$17K
WATWATERS CORP COM
$17K
SKYWSKYWEST INC COM
$17K
WFC 7.5 PERP LWELLS FARGO CO NEW PERP PFD CNV A
$17K
BCSBARCLAYS PLC ADR
$17K
HOLXHOLOGIC INC COM
$17K
ARLPALLIANCE RESOURCE PARTNERS L P UT LTD PART
$17K
TTMITTM TECHNOLOGIES INC COM
$17K
OXY/WSOCCIDENTAL PETE CORP WT EXP 080327
$17K
CFFNCAPITOL FED FINL INC COM
$16K
SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF
$16K
ZIONZIONS BANCORPORATION N A COM
$16K
NDAQNASDAQ INC COM
$16K
IRTINDEPENDENCE RLTY TR INC COM
$16K
RPTUSDRPT REALTY SH BEN INT
$16K
FBPFIRST BANCORP P R COM NEW
$16K
STEPSTEPSTONE GROUP INC COM CL A
$16K
DELLDELL TECHNOLOGIES INC CL C
$16K
INSPINSPIRE MED SYS INC COM
$16K
BWXTBWX TECHNOLOGIES INC COM
$16K
ECOWPACER EMERGING MARKETS CASH COWS 100 ETF
$16K
GLGLOBE LIFE INC COM
$16K
SIRIEURSIRIUS XM HOLDINGS INC COM
$16K
TIMBTIM S A SPONSORED ADR
$16K
NBIXNEUROCRINE BIOSCIENCES INC COM
$16K
COURCOURSERA INC COM
$16K
QRVOQORVO INC COM
$16K
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$16K
ROCKGIBRALTAR INDS INC COM
$16K
JDJD.COM INC SPON ADR CL A
$16K
ZNTLZENTALIS PHARMACEUTICALS INC COM
$16K
0VVBPARAMOUNT GLOBAL CLASS B COM
$16K
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$16K
PSOPEARSON PLC SPONSORED ADR
$16K
NRANRG ENERGY INC COM NEW
$16K
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