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
XTENBONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF
$25K
GFLGFL ENVIRONMENTAL INC SUB VTG SHS
$25K
APTVAPTIV PLC COM SHS
$24K
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$24K
NSYNICE LTD SPONSORED ADR
$24K
RNRRENAISSANCERE HLDGS LTD COM
$24K
CROXCROCS INC COM
$24K
LEGNLEGEND BIOTECH CORP SPONSORED ADS
$24K
EIPIFT ENERGY INCOME PARTNERS ENHANCED INCOME ETF
$24K
GSSCTR ACTIVEBETA US SMALL CAP EQUITY ETF
$24K
WIXWIX COM LTD SHS
$24K
JHXJAMES HARDIE INDS PLC SPONSORED ADR
$24K
ONONON HLDG AG NAMEN AKT A
$24K
DBXDROPBOX INC CL A
$24K
CAKECHEESECAKE FACTORY INC COM
$24K
OMFONEMAIN HLDGS INC COM
$24K
ECGEVERUS CONSTR GROUP COM
$24K
RDYDR REDDYS LABS LTD ADR
$24K
GNWGENWORTH FINL INC COM SHS
$24K
OLNOLIN CORP COM PAR $1
$24K
UCBUNITED CMNTY BKS BLAIRSVLE GA COM
$24K
TSLXSIXTH STREET SPECIALTY LENDING COM
$24K
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$24K
TMETENCENT MUSIC ENTMT GROUP SPON ADS
$24K
NUNU HLDGS LTD ORD SHS CL A
$24K
PENPENUMBRA INC COM
$24K
MLPAGLOBAL X MLP ETF
$24K
MMSMAXIMUS INC COM
$24K
BSTBLACKROCK SCIENCE & TECHNOLOGY SHS
$23K
PBFPBF ENERGY INC CL A
$23K
CALMCAL MAINE FOODS INC COM NEW
$23K
TSAACI WORLDWIDE INC COM
$23K
PHINPHINIA INC COMMON STOCK
$23K
SLVMSYLVAMO CORP COMMON STOCK
$23K
MCYMERCURY GENL CORP NEW COM
$23K
CWEN/ACLEARWAY ENERGY INC CL A
$23K
LILI AUTO INC SPONSORED ADS
$23K
HRBBLOCK H & R INC COM
$23K
EDGGOLD FIELDS LTD SPONSORED ADR
$23K
ONTOONTO INNOVATION INC COM
$23K
NPOENPRO INC COM
$23K
AAALCOA CORP COM
$23K
GTGOODYEAR TIRE & RUBR CO COM
$23K
RELYREMITLY GLOBAL INC COM
$23K
GTLBGITLAB INC CLASS A COM
$23K
MGAMAGNA INTL INC COM
$22K
XMTRXOMETRY INC CLASS A COM
$22K
VNETVNET GROUP INC SPONSORED ADS A
$22K
HSICHENRY SCHEIN INC COM
$22K
DOCSDOXIMITY INC CL A
$22K
JMOMJPMORGAN U.S. MOMENTUM FACTOR ETF
$22K
PBIPITNEY BOWES INC COM
$22K
FEBPPGIM S&P 500 BUFFER 12 ETF - FEBRUARY
$22K
PTIP T TELEKOMUNIKASI INDONESIA SPONSORED ADR
$22K
RMBS*RAMBUS INC DEL COM
$22K
COSCNO FINL GROUP INC COM
$22K
BIPCBROOKFIELD INFRASTRUCTURE CORP COM SUB VTG A
$22K
WMGWARNER MUSIC GROUP CORP COM CL A
$22K
FCPTFOUR CORNERS PPTY TR INC COM
$22K
BKUBANKUNITED INC COM
$22K
LSCCLATTICE SEMICONDUCTOR CORP COM
$22K
MDBMONGODB INC CL A
$22K
ROIVROIVANT SCIENCES LTD SHS
$22K
WERNWERNER ENTERPRISES INC COM
$22K
ENOVENOVIS CORPORATION COM
$22K
TXG10X GENOMICS INC CL A COM
$22K
AZEKAZEK CO INC CL A
$22K
PRGSPROGRESS SOFTWARE CORP COM
$21K
VALVALARIS LTD CL A
$21K
ORNORION GROUP HLDGS INC COM
$21K
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
$21K
XSMOINVESCO S&P SMALLCAP MOMENTUM ETF
$21K
IRTINDEPENDENCE RLTY TR INC COM
$21K
ACTENACT HLDGS INC COM
$21K
HIMXHIMAX TECHNOLOGIES INC SPONSORED ADR
$21K
CMRECOSTAMARE INC SHS
$21K
AGMFEDERAL AGRIC MTG CORP CL C
$21K
MLRMILLER INDS INC TENN COM NEW
$21K
SNAPSNAP INC CL A
$21K
SLABSILICON LABORATORIES INC COM
$21K
LSTRLANDSTAR SYS INC COM
$21K
PAGPENSKE AUTOMOTIVE GRP INC COM
$21K
POSTPOST HLDGS INC COM
$21K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$21K
WPPWPP PLC NEW ADR
$21K
BKLCBNY MELLON US LARGE CAP CORE EQUITY ETF
$21K
MNDYMONDAY COM LTD SHS
$21K
FAFFIRST AMERN FINL CORP COM
$21K
ZZILLOW GROUP INC CL C CAP STK
$21K
CBZCBIZ INC COM
$21K
HOPEHOPE BANCORP INC COM
$20K
CRTOCRITEO S A SPONS ADS
$20K
UDRUDR INC COM
$20K
FLTWFRANKLIN FTSE TAIWAN ETF
$20K
ITGRINTEGER HLDGS CORP COM
$20K
EXLSEXLSERVICE HOLDINGS INC COM
$20K
BILIBILIBILI INC SPONS ADS REP Z
$20K
TMFSMOTLEY FOOL SMALL-CAP GROWTH ETF
$20K
SPHDINVESCO S&P 500 HIGH DIVIDEND LOW VOLATILITY ETF
$20K
CRICARTERS INC COM
$20K
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