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 |
|---|---|
VPUVANGUARD UTILITIES ETF | $56K |
SUISUN CMNTYS INC COM | $55K |
ALKSALKERMES PLC SHS | $55K |
UHALU HAUL HOLDING COMPANY COM | $55K |
AIZASSURANT INC COM | $55K |
YETIYETI HLDGS INC COM | $55K |
REXRREXFORD INDL RLTY INC COM | $55K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $55K |
THGHANOVER INS GROUP INC COM | $55K |
AFWALIGN TECHNOLOGY INC COM | $54K |
SLMSLM CORP COM | $54K |
TSTENARIS S A SPONSORED ADS | $54K |
DRNDIREXION DAILY REAL ESTATE BULL 3X SHARES | $54K |
NOVNOV INC COM | $54K |
WPMWHEATON PRECIOUS METALS CORP COM | $53K |
FLEXFLEX LTD ORD | $53K |
ELLAUDER ESTEE COS INC CL A | $53K |
FTSFORTIS INC COM | $53K |
ELANELANCO ANIMAL HEALTH INC COM | $53K |
ESEESCO TECHNOLOGIES INC COM | $53K |
WYWEYERHAEUSER CO MTN BE COM NEW | $53K |
SNDKSANDISK CORP COM | $53K |
IGMISHARES EXPANDED TECH SECTOR ETF | $53K |
BBWIBATH & BODY WORKS INC COM | $53K |
CIVICIVITAS RESOURCES INC COM NEW | $53K |
FOXFOX CORP CL B COM | $53K |
MAINMAIN STR CAP CORP COM | $53K |
CSWCCAPITAL SOUTHWEST CORP COM | $53K |
KNFKNIFE RIVER CORP COMMON STOCK | $53K |
MLIMUELLER INDS INC COM | $52K |
JBHTHUNT J B TRANS SVCS INC COM | $52K |
GAPGAP INC COM | $52K |
KEYKEYCORP COM | $52K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $52K |
VRCAVERRICA PHARMACEUTICALS INC COM | $52K |
APAMARTISAN PARTNERS ASSET MGMT IN CL A | $52K |
DINOHF SINCLAIR CORP COM | $52K |
LPLLG DISPLAY CO LTD SPONS ADR REP | $52K |
KDKYNDRYL HLDGS INC COMMON STOCK | $52K |
RPMRPM INTL INC COM | $52K |
BCEBCE INC COM NEW | $51K |
CGCARLYLE GROUP INC COM | $51K |
PRIPRIMERICA INC COM | $51K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $51K |
KNKNOWLES CORP COM | $51K |
AVTAVNET INC COM | $51K |
ESSESSEX PPTY TR INC COM | $50K |
HOLXHOLOGIC INC COM | $50K |
NLRVANECK URANIUM AND NUCLEAR ETF | $50K |
HUNHUNTSMAN CORP COM | $50K |
SCISERVICE CORP INTL COM | $50K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $50K |
SANMSANMINA CORPORATION COM | $50K |
TWTRADEWEB MKTS INC CL A | $50K |
SSTSYSTEM1 INC CL A COM | $50K |
LCTXLINEAGE CELL THERAPEUTICS INC COM | $50K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $50K |
THCTENET HEALTHCARE CORP COM NEW | $50K |
BDNBRANDYWINE RLTY TR SH BEN INT NEW | $50K |
PBVPRESTIGE CONSMR HEALTHCARE INC COM | $50K |
MEDPMEDPACE HLDGS INC COM | $50K |
SWKSTANLEY BLACK & DECKER INC COM | $50K |
NLOPNET LEASE OFFICE PROPERTIES COM | $50K |
SOFISOFI TECHNOLOGIES INC COM | $49K |
PKXPOSCO HOLDINGS INC SPONSORED ADR | $49K |
JETSU.S. GLOBAL JETS ETF | $49K |
YUMCYUM CHINA HLDGS INC COM | $49K |
JXNJACKSON FINANCIAL INC COM CL A | $49K |
PPLTABRDN PHYSICAL PLATINUM SHARES ETF | $49K |
AIC3 AI INC CL A | $49K |
FCFSFIRSTCASH HOLDINGS INC COM | $49K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $48K |
RYNRAYONIER INC COM | $48K |
XLBMATERIALS SELECT SECTOR SPDR FUND | $48K |
ABXBARRICK GOLD CORP COM | $48K |
GDDYGODADDY INC CL A | $48K |
NTRNUTRIEN LTD COM | $48K |
VFCV F CORP COM | $47K |
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $47K |
HWCHANCOCK WHITNEY CORPORATION COM | $47K |
MPLXMPLX LP COM UNIT REP LTD | $47K |
TELFYTELEFONICA S A SPONSORED ADR | $47K |
MRPMILLROSE PPTYS INC COM CL A | $47K |
SNNSMITH & NEPHEW PLC SPDN ADR NEW | $47K |
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT | $47K |
HRLHORMEL FOODS CORP COM | $47K |
AORISHARES CORE 60/40 BALANCED ALLOCATION ETF | $46K |
JQUAJPMORGAN U.S. QUALITY FACTOR ETF | $46K |
ESNTESSENT GROUP LTD COM | $46K |
NDMONUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $46K |
AEBAALLETE INC COM NEW | $46K |
EOSEATON VANCE ENHANCED EQUITY IN COM | $45K |
KRCKILROY RLTY CORP COM | $45K |
NEUNEWMARKET CORP COM | $45K |
EXASEXACT SCIENCES CORP COM | $45K |
MVTBLACKROCK MUNIVEST FD II INC COM | $45K |
CWENCLEARWAY ENERGY INC CL C | $45K |
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF | $45K |
LNWOLIGHT & WONDER INC COM | $45K |
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $45K |