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)

StockValue
BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
$45K
VFHVANGUARD FINANCIALS ETF
$44K
SFSTIFEL FINL CORP COM
$44K
CCKCROWN HLDGS INC COM
$44K
CLSCELESTICA INC COM
$44K
HYDBISHARES HIGH YIELD SYSTEMATIC BOND ETF
$44K
HTDCORCEPT THERAPEUTICS INC COM
$44K
TMFDIREXION DAILY 20 YEAR TREASURY BULL 3X SHARES
$44K
ILMNILLUMINA INC COM
$44K
CRUSCIRRUS LOGIC INC COM
$44K
CLFCLEVELAND-CLIFFS INC NEW COM
$43K
CVECENOVUS ENERGY INC COM
$43K
INVHINVITATION HOMES INC COM
$43K
FSLRFIRST SOLAR INC COM
$43K
LVSLAS VEGAS SANDS CORP COM
$43K
KTBKONTOOR BRANDS INC COM
$43K
RYAAYRYANAIR HOLDINGS PLC SPONSORED ADR
$43K
STLASTELLANTIS N.V SHS
$43K
LYRALYRA THERAPEUTICS INC COM
$43K
DFLVDIMENSIONAL US LARGE CAP VALUE ETF
$43K
PEOADAM NAT RES FD INC COM
$43K
TTCTORO CO COM
$43K
CCDCALAMOS DYNAMIC CONV & INCOME COM
$43K
AFGAMERICAN FINL GROUP INC OHIO COM
$43K
PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF
$42K
LDEMISHARES ESG MSCI EM LEADERS ETF
$42K
AWIARMSTRONG WORLD INDS INC NEW COM
$42K
SIRISIRIUSXM HOLDINGS INC COMMON STOCK
$42K
NGVTINGEVITY CORP COM
$42K
CPNGCOUPANG INC CL A
$42K
BLEBLACKROCK MUNI INCOME TR II COM
$42K
PHMPULTE GROUP INC COM
$42K
EPIWISDOMTREE INDIA EARNINGS FUND
$42K
ENSGENSIGN GROUP INC COM
$42K
HEIHEICO CORP NEW CL A
$42K
HHYATT HOTELS CORP COM CL A
$41K
OSKOSHKOSH CORP COM
$41K
FNVFRANCO NEV CORP COM
$41K
MKSIMKS INSTRS INC COM
$41K
FDLSINSPIRE FIDELIS MULTI FACTOR ETF
$41K
SCWO374WATER INC COM
$41K
OREUROSISKO GOLD ROYALTIES LTD COM
$41K
PAYCPAYCOM SOFTWARE INC COM
$41K
ICLICL GROUP LTD SHS
$41K
016VEREN INC COM NEW
$41K
ARWARROW ELECTRS INC COM
$41K
DUOLDUOLINGO INC CL A COM
$41K
ASNDASCENDIS PHARMA A/S SPONSORED ADR
$41K
MLMMARTIN MARIETTA MATLS INC COM
$41K
FDO.FMACYS INC COM
$41K
WTRGESSENTIAL UTILS INC COM
$40K
NZFNUVEEN MUNICIPAL CREDIT INC FD COM SH BEN INT
$40K
ELMEELME COMMUNITIES SH BEN INT
$40K
TRNTRINITY INDS INC COM
$40K
BNLBROADSTONE NET LEASE INC COM
$40K
ROKUROKU INC COM CL A
$40K
FLOFLOWERS FOODS INC COM
$40K
GHGUARDANT HEALTH INC COM
$40K
ESABESAB CORPORATION COM
$40K
OALCONEASCENT LARGE CAP CORE ETF
$40K
0J7QIAC INC COM NEW
$40K
GNMAISHARES GNMA BOND ETF
$40K
MVSTMICROVAST HOLDINGS INC COM
$40K
TGNATEGNA INC COM
$40K
CUZCOUSINS PPTYS INC COM NEW
$40K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$40K
XPEVXPENG INC ADS
$40K
FLINFRANKLIN FTSE INDIA ETF
$40K
FDSFACTSET RESH SYS INC COM
$40K
UUNITY SOFTWARE INC COM
$40K
SEESEALED AIR CORP NEW COM
$39K
HDVISHARES CORE HIGH DIVIDEND ETF
$39K
ULSUL SOLUTIONS INC CLASS A COM SHS
$39K
ADTADT INC DEL COM
$39K
UWMCUWM HOLDINGS CORPORATION COM CL A
$39K
PSTGPURE STORAGE INC CL A
$39K
LBRDKLIBERTY BROADBAND CORP COM SER C
$39K
CAECAE INC COM
$39K
BUYIELDMAX COIN OPTION INCOME STRATEGY ETF
$39K
CMCCOMMERCIAL METALS CO COM
$39K
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER
$39K
NFGNATIONAL FUEL GAS CO COM
$39K
NOMDNOMAD FOODS LTD USD ORD SHS
$39K
AGOASSURED GUARANTY LTD COM
$38K
GOFGUGGENHEIM STRATEGIC OPPORTUN COM SBI
$38K
SGNSIGNING DAY SPORTS INC COMMON STOCK
$38K
NBIXNEUROCRINE BIOSCIENCES INC COM
$38K
SLGSL GREEN RLTY CORP COM
$38K
AEGAEGON LTD AMER REG 1 CERT
$38K
HTZHERTZ GLOBAL HLDGS INC COM NEW
$38K
ALKALASKA AIR GROUP INC COM
$38K
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$38K
UIUBIQUITI INC COM
$38K
CHRDCHORD ENERGY CORPORATION COM NEW
$38K
ESTCELASTIC N V ORD SHS
$38K
OZKBANK OZK LITTLE ROCK ARK COM
$37K
SPGPINVESCO S&P 500 GARP ETF
$37K
KGCKINROSS GOLD CORP COM
$37K
PUKNPRUDENTIAL PLC ADR
$37K
WENWENDYS CO COM
$37K
PreviousPage 14 of 41Next