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
CUCAAVIS BUDGET GROUP COM
$65K
MLB1MERCADOLIBRE INC COM
$64K
TDTORONTO DOMINION BK ONT COM NEW
$64K
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
$64K
PEOEXELON CORP COM
$64K
PNRPENTAIR PLC SHS
$64K
KRCKILROY RLTY CORP COM
$63K
CPTCAMDEN PPTY TR SH BEN INT
$63K
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$63K
FT2FIRST HORIZON CORPORATION COM
$63K
PPCPILGRIMS PRIDE CORP COM
$63K
PDDPDD HOLDINGS INC SPONSORED ADS
$62K
RJFRAYMOND JAMES FINL INC COM
$62K
FTNTFORTINET INC COM
$62K
OGNORGANON & CO COMMON STOCK
$62K
EDCONSOLIDATED EDISON INC COM
$62K
VOXVANGUARD COMMUNICATION SERVICES ETF
$61K
FLBSTANDARD BIOTOOLS INC COM
$61K
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$61K
BJBJS WHSL CLUB HLDGS INC COM
$61K
AFWALIGN TECHNOLOGY INC COM
$61K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$61K
SMSM ENERGY CO COM
$61K
SYU1SYNOVUS FINL CORP COM NEW
$61K
DINOHF SINCLAIR CORP COM
$61K
SUXTD SYNNEX CORPORATION COM
$60K
XLBMATERIALS SELECT SECTOR SPDR FUND
$60K
MTDRMATADOR RES CO COM
$60K
SBSWSIBANYE STILLWATER LTD SPONSORED ADR
$59K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$59K
ARKKARK INNOVATION ETF
$59K
TECK/BTECK RESOURCES LTD CL B
$59K
AEISADVANCED ENERGY INDS COM
$59K
TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
$59K
MGAMAGNA INTL INC COM
$59K
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
$59K
MOHMOLINA HEALTHCARE INC COM
$59K
WYWEYERHAEUSER CO MTN BE COM NEW
$58K
JHXJAMES HARDIE INDS PLC SPONSORED ADR
$58K
MANMANPOWERGROUP INC WIS COM
$58K
INFYINFOSYS LTD SPONSORED ADR
$58K
SESEA LTD SPONSORD ADS
$57K
WEAWESTERN ALLIANCE BANCORP COM
$57K
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
$57K
STNSTANTEC INC COM
$57K
OHIOMEGA HEALTHCARE INVS INC COM
$57K
TRNTRINITY INDS INC COM
$57K
IGMISHARES EXPANDED TECH SECTOR ETF
$57K
AWGASBURY AUTOMOTIVE GROUP INC COM
$57K
PCARPACCAR INC COM
$57K
WBSWEBSTER FINL CORP COM
$57K
PZZAPAPA JOHNS INTL INC COM
$56K
CMACOMERICA INC COM
$56K
PORPORTLAND GEN ELEC CO COM NEW
$56K
PTIP T TELEKOMUNIKASI INDONESIA SPONSORED ADR
$56K
TIPISHARES TIPS BOND ETF
$55K
TTCTORO CO COM
$55K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$55K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$55K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$55K
IWNISHARES RUSSELL 2000 VALUE ETF
$55K
CTVACORTEVA INC COM
$55K
HERDPACER CASH COWS FUND OF FUNDS ETF
$55K
ESLTELBIT SYS LTD ORD
$55K
AQLTISHARES U.S. TREASURY BOND ETF
$54K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$54K
RHCRH PLC ORD
$54K
SEESEALED AIR CORP NEW COM
$54K
SRCLSTERICYCLE INC COM
$54K
DJTDIGITAL WORLD ACQUISITION CORP CLASS A COM
$54K
TFIITFI INTL INC COM
$54K
GILGILDAN ACTIVEWEAR INC COM
$54K
LDEMISHARES ESG MSCI EM LEADERS ETF
$53K
DLTRDOLLAR TREE INC COM
$53K
IVEISHARES S&P 500 VALUE ETF
$53K
BCXBLACKROCK RES & COMMODITIES ST SHS
$53K
VRSKVERISK ANALYTICS INC COM
$53K
AQLTISHARES SELECT DIVIDEND ETF
$53K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$52K
WBAWALGREENS BOOTS ALLIANCE INC COM
$52K
BGBUNGE GLOBAL SA COM SHS
$52K
EVRGEVERGY INC COM
$52K
ABEVAMBEV SA SPONSORED ADR
$52K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$52K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$52K
ASGNASGN INC COM
$52K
SRSPIRE INC COM
$52K
MARMARRIOTT INTL INC NEW CL A
$52K
BNBROOKFIELD CORP CL A LTD VT SH
$52K
CMCANADIAN IMPERIAL BK COMM TORO COM
$51K
ERFGBPENERPLUS CORP COM
$51K
BKBANK NEW YORK MELLON CORP COM
$51K
ROKUROKU INC COM CL A
$51K
RPRXROYALTY PHARMA PLC SHS CLASS A
$51K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$51K
FTAIFTAI AVIATION LTD SHS
$50K
EPREPR PPTYS COM SH BEN INT
$50K
KVUEKENVUE INC COM
$50K
CFRCULLEN FROST BANKERS INC COM
$50K
PECOPHILLIPS EDISON & CO INC COMMON STOCK
$50K
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