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 |
|---|---|
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS | $80K |
ATDATI INC COM | $80K |
SRSPIRE INC COM | $80K |
TOSTTOAST INC CL A | $80K |
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF | $79K |
ZMZOOM COMMUNICATIONS INC CL A | $79K |
WBAWALGREENS BOOTS ALLIANCE INC COM | $79K |
SMHVANECK SEMICONDUCTOR ETF | $78K |
IFFINTERNATIONAL FLAVORS&FRAGRANC COM | $78K |
SEICSEI INVTS CO COM | $78K |
SNASNAP ON INC COM | $78K |
WATWATERS CORP COM | $78K |
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF | $78K |
XLREREAL ESTATE SELECT SECTOR SPDR FUND | $78K |
OHIOMEGA HEALTHCARE INVS INC COM | $77K |
PWVINVESCO LARGE CAP VALUE ETF | $77K |
NEARISHARES SHORT DURATION BOND ACTIVE ETF | $77K |
STWDSTARWOOD PPTY TR INC COM | $77K |
OKTAOKTA INC CL A | $77K |
CNXCCONCENTRIX CORP COM | $77K |
QFINQIFU TECHNOLOGY INC AMERICAN DEP | $76K |
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS | $76K |
BRKRBRUKER CORP COM | $76K |
PKNREVVITY INC COM | $76K |
PODDINSULET CORP COM | $76K |
OXLCLOXFORD LANE CAP CORP COM | $76K |
SUXTD SYNNEX CORPORATION COM | $75K |
PCLOVIRTUS SEIX AAA PRIVATE CREDIT CLO ETF | $75K |
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $75K |
HERDPACER CASH COWS FUND OF FUNDS ETF | $75K |
VALEVALE S A SPONSORED ADS | $75K |
HASHASBRO INC COM | $75K |
GGGGRACO INC COM | $75K |
ELSEQUITY LIFESTYLE PPTYS INC COM | $75K |
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER | $75K |
TECK/BTECK RESOURCES LTD CL B | $74K |
TTELUS CORPORATION COM | $74K |
NTRSNORTHERN TR CORP COM | $74K |
TPLTEXAS PACIFIC LAND CORPORATION COM | $74K |
BALLBALL CORP COM | $74K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $74K |
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT | $74K |
DCIDONALDSON INC COM | $74K |
GGENPACT LIMITED SHS | $74K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $74K |
AERAERCAP HOLDINGS NV SHS | $73K |
DFARDIMENSIONAL US REAL ESTATE ETF | $73K |
JAZZJAZZ PHARMACEUTICALS PLC SHS USD | $73K |
PAMPAMPA ENERGIA S A SPONS ADR LVL I | $73K |
ICVTISHARES CONVERTIBLE BOND ETF | $73K |
USFDUS FOODS HLDG CORP COM | $72K |
CPAYCORPAY INC COM SHS | $72K |
GLGLOBE LIFE INC COM | $72K |
BNSBANK NOVA SCOTIA HALIFAX COM | $72K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $72K |
ACIALBERTSONS COS INC COMMON STOCK | $72K |
CNRCANADIAN NATL RY CO COM | $72K |
ZROZPIMCO 25 YEAR ZERO COUPON US TREASURY INDEX EXCHANGE-TRADED FUND | $72K |
RRCRANGE RES CORP COM | $72K |
HRHEALTHCARE RLTY TR CL A COM | $72K |
NETCLOUDFLARE INC CL A COM | $71K |
FMCFMC CORP COM NEW | $71K |
SAICSCIENCE APPLICATIONS INTL CORP COM | $71K |
BLDRBUILDERS FIRSTSOURCE INC COM | $71K |
VODVODAFONE GROUP PLC NEW SPONSORED ADR | $70K |
STTSTATE STR CORP COM | $70K |
VOXVANGUARD COMMUNICATION SERVICES ETF | $70K |
FMXFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS | $70K |
MPTMEDICAL PPTYS TRUST INC COM | $70K |
BCCBOISE CASCADE CO DEL COM | $70K |
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM | $70K |
IVZINVESCO LTD SHS | $70K |
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR | $70K |
OVVOVINTIV INC COM | $69K |
ARGXARGENX SE SPONSORED ADR | $69K |
RJFRAYMOND JAMES FINL INC COM | $69K |
UTENUS TREASURY 10 YEAR NOTE ETF | $69K |
DEODIAGEO PLC SPON ADR NEW | $69K |
MZTILANCASTER COLONY CORP COM | $69K |
MAPSWM TECHNOLOGY INC COM | $68K |
NWGNATWEST GROUP PLC SPONS ADR | $68K |
USMVISHARES MSCI USA MIN VOL FACTOR ETF | $68K |
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS | $68K |
GLDMSPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $68K |
SLRCSLR INVESTMENT CORP COM | $67K |
FTITECHNIPFMC PLC COM | $67K |
BHPBHP GROUP LTD SPONSORED ADS | $67K |
PORPORTLAND GEN ELEC CO COM NEW | $67K |
ECCEAGLE POINT CREDIT COMPANY INC COM | $67K |
AMTMAMENTUM HOLDINGS INC COM | $67K |
TFXTELEFLEX INCORPORATED COM | $67K |
AESAES CORP COM | $67K |
XYLXYLEM INC COM | $67K |
CEFAGLOBAL X S&P CATHOLIC VALUES DEVELOPED EX-US ETF | $66K |
RLRALPH LAUREN CORP CL A | $66K |
XARSPDR S&P AEROSPACE & DEFENSE ETF | $66K |
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST | $66K |
NOKNOKIA CORP SPONSORED ADR | $66K |
CPCANADIAN PACIFIC KANSAS CITY COM | $66K |
IXCISHARES GLOBAL ENERGY ETF | $66K |