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
JT5MUELLER WTR PRODS INC COM SER A
$10K
MCSMARCUS CORP DEL COM
$10K
ENPHENPHASE ENERGY INC COM
$10K
SEMSELECT MED HLDGS CORP COM
$10K
SRRKSCHOLAR ROCK HLDG CORP COM
$10K
CMPSCOMPASS PATHWAYS PLC SPONSORED ADS
$10K
AAAUGOLDMAN SACHS PHYSICAL GOLD ETF
$10K
HCQAMN HEALTHCARE SVCS INC COM
$10K
INDBINDEPENDENT BK CORP MASS COM
$10K
PDMPIEDMONT OFFICE REALTY TR INC COM CL A
$10K
VKTXVIKING THERAPEUTICS INC COM
$10K
UDECINNOVATOR U.S. EQUITY ULTRA BUFFER ETF - DECEMBER
$10K
CBANCOLONY BANKCORP INC COM
$10K
CRSRCORSAIR GAMING INC COM
$10K
HCCWARRIOR MET COAL INC COM
$10K
BNTXBIONTECH SE SPONSORED ADS
$10K
LF2PACIFIC PREMIER BANCORP COM
$10K
FLKRFRANKLIN FTSE SOUTH KOREA ETF
$10K
VPVINVESCO PA VALUE MUN INC TR COM
$10K
FETFORUM ENERGY TECHNOLOGIES INC COM
$10K
TFPMTRIPLE FLAG PRECIOUS METAL COM
$10K
TCBITEXAS CAP BANCSHARES INC COM
$10K
NWBINORTHWEST BANCSHARES INC MD COM
$10K
MTRNMATERION CORP COM
$10K
OASCONEASCENT SMALL CAP CORE ETF
$10K
NTBBANK OF NT BUTTERFIELD&SON LTD SHS NEW
$10K
GPORGULFPORT ENERGY CORP COMMON SHARES
$10K
GFSGLOBALFOUNDRIES INC ORDINARY SHARES
$10K
KRYSKRYSTAL BIOTECH INC COM
$10K
GBCIGLACIER BANCORP INC NEW COM
$10K
GBUYUSDFUTURE CONSUMER EQUITY ETF
$10K
FDHYFIDELITY ENHANCED HIGH YIELD ETF
$10K
OTTROTTER TAIL CORP COM
$10K
HTOH2O AMERICA COM
$10K
LADRLADDER CAP CORP CL A
$10K
SWXSOUTHWEST GAS HLDGS INC COM
$10K
KWRQUAKER HOUGHTON COM
$10K
RDDTREDDIT INC CL A
$10K
NUSNU SKIN ENTERPRISES INC CL A
$10K
DHSWISDOMTREE U.S. HIGH DIVIDEND FUND
$10K
MANUMANCHESTER UTD PLC NEW ORD CL A
$10K
KOPKOPPERS HOLDINGS INC COM
$10K
BBDBANCO BRADESCO S A SP ADR PFD NEW
$10K
ASANASANA INC CL A
$10K
ENVAENOVA INTL INC COM
$10K
HLHECLA MNG CO COM
$10K
FENYFIDELITY MSCI ENERGY INDEX ETF
$10K
PFGCPERFORMANCE FOOD GROUP CO COM
$10K
CENXCENTURY ALUM CO COM
$10K
GEFGREIF INC CL A
$10K
ACMAECOM COM
$10K
WABCWESTAMERICA BANCORPORATION COM
$10K
ALVAUTOLIV INC COM
$9K
CWSTCASELLA WASTE SYS INC CL A
$9K
AUTLAUTOLUS THERAPEUTICS PLC SPON ADS
$9K
AIRAAR CORP COM
$9K
BCPCBALCHEM CORP COM
$9K
AATAMERICAN ASSETS TR INC COM
$9K
GRBKGREEN BRICK PARTNERS INC COM
$9K
VSTSVESTIS CORPORATION COM SHS
$9K
MHIPIONEER MUNICIPAL HIGH INCOME COM SHS
$9K
JLSNUVEEN MORTGAGE AND INCOME FD COM
$9K
TLNTALEN ENERGY CORP COM
$9K
VVRINVESCO SR INCOME TR COM
$9K
PFXFVANECK PREFERRED SECURITIES EX FINANCIALS ETF
$9K
SCLSTEPAN CO COM
$9K
MSBMESABI TR CTF BEN INT
$9K
AVMAAVANTIS MODERATE ALLOCATION ETF
$9K
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF
$9K
PMTPENNYMAC MTG INVT TR COM
$9K
IIPRINNOVATIVE INDL PPTYS INC COM
$9K
NSANATIONAL STORAGE AFFILIATES TR COM SHS BEN IN
$9K
CFLTCONFLUENT INC CLASS A COM
$9K
BLDTOPBUILD CORP COM
$9K
ACLSAXCELIS TECHNOLOGIES INC COM NEW
$9K
VSATVIASAT INC COM
$9K
LZBLA Z BOY INC COM
$9K
WF2WINTRUST FINL CORP COM
$9K
AAMIACADIAN ASSET MANAGEMENT INC COM
$9K
CNMCORE & MAIN INC CL A
$9K
CHCOCITY HLDG CO COM
$9K
SYNASYNAPTICS INC COM
$9K
TWOTWO HBRS INVT CORP COM
$9K
NATLNCR ATLEOS CORPORATION COM SHS
$9K
SEIQSEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF
$9K
BFORALPS BARRONS 400 ETF
$9K
CCCHEMOURS CO COM
$9K
FMBHFIRST MID ILL BANCSHARES INC COM
$9K
ITUBITAU UNIBANCO HLDG S A SPON ADR REP PFD
$9K
REZIRESIDEO TECHNOLOGIES INC COM
$9K
RVLVREVOLVE GROUP INC CL A
$9K
TMATMAIN THEMATIC INNOVATION ETF
$9K
COLLCOLLEGIUM PHARMACEUTICAL INC COM
$9K
SMMTUSDSUMMIT THERAPEUTICS INC COM
$9K
GMEGAMESTOP CORP NEW CL A
$9K
ATROASTRONICS CORP COM
$9K
THSTREEHOUSE FOODS INC COM
$9K
NVSTENVISTA HOLDINGS CORPORATION COM
$9K
NHINATIONAL HEALTH INVS INC COM
$9K
AROWARROW FINL CORP COM
$9K
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