EverSource Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.8B
Holdings
4,018
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,018 positions)
| Stock | Value |
|---|---|
ULUNILEVER PLC SPON ADR NEW | $102K |
EXREXTRA SPACE STORAGE INC COM | $102K |
BROBROWN & BROWN INC COM | $102K |
BBYBEST BUY INC COM | $102K |
ALCALCON AG ORD SHS | $102K |
BMRNBIOMARIN PHARMACEUTICAL INC COM | $102K |
VAWVANGUARD MATERIALS ETF | $101K |
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | $101K |
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER | $101K |
APOAPOLLO GLOBAL MGMT INC COM | $101K |
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN | $100K |
FXEINVESCO CURRENCYSHARES EURO TRUST | $100K |
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW | $100K |
NMRNOMURA HLDGS INC SPONSORED ADR | $100K |
CTVACORTEVA INC COM | $99K |
NTNXNUTANIX INC CL A | $99K |
EPREPR PPTYS COM SH BEN INT | $99K |
HSYHERSHEY CO COM | $99K |
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM | $99K |
PDIPIMCO DYNAMIC INCOME FD SHS | $99K |
TROWPRICE T ROWE GROUP INC COM | $98K |
DDOGDATADOG INC CL A COM | $98K |
PG4PRINCIPAL FINANCIAL GROUP INC COM | $98K |
STNSTANTEC INC COM | $98K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $97K |
DGRWWISDOMTREE US QUALITY DIVIDEND GROWTH FUND | $97K |
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT | $97K |
SLYVSPDR S&P 600 SMALL CAP VALUE ETF | $97K |
PTYPIMCO CORPORATE & INCOME OPPOR COM | $97K |
VNTVONTIER CORPORATION COM | $97K |
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF | $95K |
GIB/ACGI INC CL A SUB VTG | $95K |
BF/BBROWN FORMAN CORP CL B | $93K |
CTRACOTERRA ENERGY INC COM | $93K |
JLLJONES LANG LASALLE INC COM | $92K |
IEIINSIGHT ENTERPRISES INC COM | $92K |
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF | $92K |
EQNREQUINOR ASA SPONSORED ADR | $92K |
VNOVORNADO RLTY TR SH BEN INT | $92K |
TKCTURKCELL ILETISIM HIZMETLERI SPON ADR NEW | $92K |
ERXDIREXION DAILY ENERGY BULL 2X SHARES | $91K |
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF | $91K |
AQLTISHARES U.S. TREASURY BOND ETF | $91K |
NYTNEW YORK TIMES CO CL A | $91K |
CRBGCOREBRIDGE FINL INC COM | $91K |
FFIVF5 INC COM | $91K |
CMCANADIAN IMPERIAL BK COMM COM | $91K |
VDEVANGUARD ENERGY ETF | $90K |
DSGDESCARTES SYS GROUP INC COM | $90K |
LYVLIVE NATION ENTERTAINMENT INC COM | $90K |
RGLDROYAL GOLD INC COM | $90K |
PRFINVESCO RAFI US 1000 ETF | $90K |
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | $90K |
OGNORGANON & CO COMMON STOCK | $89K |
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $89K |
EQTEQT CORP COM | $89K |
AVAAVISTA CORP COM | $89K |
DUSLDIREXION DAILY INDUSTRIALS BULL 3X SHARES | $89K |
APAAPA CORPORATION COM | $88K |
FTVFORTIVE CORP COM | $88K |
GSKGSK PLC SPONSORED ADR | $88K |
SOXXISHARES SEMICONDUCTOR ETF | $88K |
IRMIRON MTN INC DEL COM | $88K |
HEIHEICO CORP NEW COM | $88K |
YPFYPF SOCIEDAD ANONIMA SPON ADR CL D | $88K |
GHCGRAHAM HLDGS CO COM CL B | $87K |
OMCOMNICOM GROUP INC COM | $87K |
BMABANCO MACRO SA SPON ADR B | $87K |
BURLBURLINGTON STORES INC COM | $87K |
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS | $86K |
FROFRONTLINE PLC COM | $86K |
RLIRLI CORP COM | $86K |
WSMWILLIAMS SONOMA INC COM | $86K |
FORFORESTAR GROUP INC COM | $86K |
SUSUNCOR ENERGY INC NEW COM | $85K |
CSGPCOSTAR GROUP INC COM | $85K |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $85K |
INFYINFOSYS LTD SPONSORED ADR | $85K |
FT2FIRST HORIZON CORPORATION COM | $85K |
SHYDVANECK SHORT HIGH YIELD MUNI ETF | $84K |
WANTDIREXION DAILY CONSUMER DISCRETIONARY BULL 3X SHARES | $84K |
CRCCANADIAN NAT RES LTD COM | $84K |
SMCISUPER MICRO COMPUTER INC COM NEW | $84K |
REEVEREST GROUP LTD COM | $84K |
DC4DEXCOM INC COM | $83K |
DOCUDOCUSIGN INC COM | $83K |
KIMKIMCO RLTY CORP COM | $83K |
THQABRDN HEALTHCARE OPPORTUNITIES SHS | $83K |
AREALEXANDRIA REAL ESTATE EQ INC COM | $83K |
AWCAMERICAN WTR WKS CO INC NEW COM | $82K |
LTLPROSHARES ULTRA COMMUNICATION SERVICES | $82K |
CINFCINCINNATI FINL CORP COM | $81K |
IYHISHARES U.S. HEALTHCARE ETF | $81K |
UTGREAVES UTIL INCOME FD COM SH BEN INT | $81K |
WBDWARNER BROS DISCOVERY INC COM SER A | $81K |
HQHABRDN HEALTHCARE INVESTORS SH BEN INT | $81K |
GWREGUIDEWIRE SOFTWARE INC COM | $81K |
BF/ABROWN FORMAN CORP CL A | $80K |
AEMAGNICO EAGLE MINES LTD COM | $80K |
CFRCULLEN FROST BANKERS INC COM | $80K |