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 |
|---|---|
HTHTH WORLD GROUP LTD SPONSORED ADS | $30K |
CECELANESE CORP DEL COM | $30K |
DECWALLIANZIM U.S. LARGE CAP BUFFER20 DEC ETF | $30K |
SPSBSPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | $30K |
NVMINOVA LTD COM | $29K |
KOFCOCA-COLA FEMSA SAB DE CV SPONS ADS REP | $29K |
AGIALAMOS GOLD INC NEW COM CL A | $29K |
ALAIR LEASE CORP CL A | $29K |
PWZINVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | $29K |
ICUIICU MED INC COM | $29K |
FLCHFRANKLIN FTSE CHINA ETF | $29K |
CIGICOLLIERS INTL GROUP INC SUB VTG SHS | $29K |
REALTHE REALREAL INC COM | $29K |
WNSWNS HLDGS LTD COM SHS | $29K |
KNSLKINSALE CAP GROUP INC COM | $29K |
ILCVISHARES MORNINGSTAR VALUE ETF | $29K |
CMBTCMB.TECH NV SHS | $29K |
BOTZGLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF | $29K |
PEGAPEGASYSTEMS INC COM | $29K |
WEAWESTERN ALLIANCE BANCORP COM | $28K |
IRTCIRHYTHM TECHNOLOGIES INC COM | $28K |
KYNKAYNE ANDERSON ENERGY INFRSTR COM | $28K |
FUSBFIRST US BANCSHARES INC COM | $28K |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $28K |
DKSDICKS SPORTING GOODS INC COM | $28K |
ACADACADIA PHARMACEUTICALS INC COM | $28K |
FRFIRST INDL RLTY TR INC COM | $28K |
IVTINVENTRUST PPTYS CORP COM NEW | $28K |
SQMSOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B | $28K |
DAYDAYFORCE INC COM | $28K |
RPVINVESCO S&P 500 PURE VALUE ETF | $28K |
OAIMONEASCENT INTERNATIONAL EQUITY ETF | $28K |
TIGOMILLICOM INTL CELLULAR S A COM STK | $28K |
JWNUSDNORDSTROM INC COM | $28K |
ACHCACADIA HEALTHCARE COMPANY INC COM | $28K |
TRUTRANSUNION COM | $27K |
HBMHUDBAY MINERALS INC COM | $27K |
JPINPMXF DIVERSIFIED RETURN INTL EX-NORTH AMERICA EQUITY | $27K |
FLBSTANDARD BIOTOOLS INC COM | $27K |
BCBRUNSWICK CORP COM | $27K |
JHPIJOHN HANCOCK PREFERRED INCOME ETF | $27K |
COHRCOHERENT CORP COM | $27K |
MG1MGE ENERGY INC COM | $27K |
MDUMDU RES GROUP INC COM | $27K |
CUCAAVIS BUDGET GROUP COM | $27K |
APLSAPELLIS PHARMACEUTICALS INC COM | $27K |
NWSNEWS CORP NEW CL B | $27K |
ZTOZTO EXPRESS CAYMAN INC SPONSORED ADS A | $27K |
BZKANZHUN LIMITED SPONSORED ADS | $27K |
NTESNETEASE INC SPONSORED ADS | $27K |
SCHMSCHWAB U.S. MID-CAP ETF | $27K |
NEOGNEOGEN CORP COM | $27K |
DLTRDOLLAR TREE INC COM | $27K |
GRABGRAB HOLDINGS LIMITED CLASS A ORD | $27K |
SIVRABRDN PHYSICAL SILVER SHARES ETF | $27K |
BENFRANKLIN RESOURCES INC COM | $27K |
VVVVALVOLINE INC COM | $27K |
GLNGGOLAR LNG LTD SHS | $27K |
MTRXMATRIX SVC CO COM | $26K |
XPOXPO INC COM | $26K |
CVYINVESCO ZACKS MULTI-ASSET INCOME ETF | $26K |
XRAYDENTSPLY SIRONA INC COM | $26K |
PHIPLDT INC SPONSORED ADR | $26K |
LECOLINCOLN ELEC HLDGS INC COM | $26K |
GLPIGAMING & LEISURE PPTYS INC COM | $26K |
HAYWHAYWARD HLDGS INC COM | $26K |
TGTXTG THERAPEUTICS INC COM | $26K |
AVYAVERY DENNISON CORP COM | $26K |
TCE2CELLDEX THERAPEUTICS INC NEW COM NEW | $26K |
NUGTDIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES | $26K |
TSEMTOWER SEMICONDUCTOR LTD SHS NEW | $26K |
KAPRINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL | $26K |
TXNMTXNM ENERGY INC COM | $26K |
PATHUIPATH INC CL A | $26K |
GRFSGRIFOLS S A SP ADR REP B NVT | $26K |
GATXGATX CORP COM | $26K |
BRCBRADY CORP CL A | $26K |
ALGMALLEGRO MICROSYSTEMS INC COM | $25K |
TIGRUP FINTECH HLDG LTD SPONSORED ADS | $25K |
NIJNELNET INC CL A | $25K |
FLSFLOWSERVE CORP COM | $25K |
QSRRESTAURANT BRANDS INTL INC COM | $25K |
JPSTJPMORGAN ULTRA-SHORT INCOME ETF | $25K |
LVHIFRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF | $25K |
XYZBLOCK INC CL A | $25K |
WTMWHITE MTNS INS GROUP LTD COM | $25K |
SKYWSKYWEST INC COM | $25K |
RVTROYCE SMALL CAP TRUST INC COM | $25K |
BOKFBOK FINL CORP COM NEW | $25K |
DFCADIMENSIONAL CALIFORNIA MUNICIPAL BOND ETF | $25K |
AMGAFFILIATED MANAGERS GROUP INC COM | $25K |
BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $25K |
PBPROSPERITY BANCSHARES INC COM | $25K |
ARLPALLIANCE RESOURCE PARTNERS L P UT LTD PART | $25K |
NWLNEWELL BRANDS INC COM | $25K |
ERIEERIE INDTY CO CL A | $25K |
JBGSJBG SMITH PPTYS COM | $25K |
VTECVANGUARD CALIFORNIA TAX-EXEMPT BOND ETF | $25K |
AXTAAXALTA COATING SYS LTD COM | $25K |
HYLBXTRACKERS USD HIGH YIELD CORPORATE BOND ETF | $25K |