EverSource Wealth Advisors, LLC Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$1.8T
Holdings
4,018
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (4,018 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | HYDVANECK HIGH YIELD MUNI ETF | 26,571 | $1.4B | 0.07% | |
| 202 | WPCWP CAREY INC COM | 21,427 | $1.4B | 0.07% | |
| 203 | CGMUCAPITAL GROUP MUNICIPAL INCOME ETF | 50,388 | $1.4B | 0.07% | |
| 204 | CSCOCISCO SYS INC COM | 21,885 | $1.4B | 0.07% | |
| 205 | CIENCIENA CORP COM NEW | 21,973 | $1.3B | 0.07% | |
| 206 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7,966 | $1.3B | 0.07% | |
| 207 | IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | 42,005 | $1.3B | 0.07% | |
| 208 | RSGREPUBLIC SVCS INC COM | 5,407 | $1.3B | 0.07% | |
| 209 | IDV*ISHARES INTERNATIONAL SELECT DIVIDEND ETF | 41,806 | $1.3B | 0.07% | |
| 210 | GDXVANECK GOLD MINERS ETF | 27,909 | $1.3B | 0.07% | |
| 211 | IVEISHARES S&P 500 VALUE ETF | 6,688 | $1.3B | 0.07% | |
| 212 | XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 41,034 | $1.3B | 0.07% | |
| 213 | MRKMERCK & CO INC COM | 14,076 | $1.3B | 0.07% | |
| 214 | COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 39,790 | $1.2B | 0.07% | |
| 215 | TAT&T INC COM | 43,186 | $1.2B | 0.07% | |
| 216 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 10,506 | $1.2B | 0.07% | |
| 217 | AQLTISHARES CORE MSCI EAFE ETF | 16,017 | $1.2B | 0.07% | |
| 218 | VXFVANGUARD EXTENDED MARKET ETF | 6,906 | $1.2B | 0.07% | |
| 219 | UNPUNION PAC CORP COM | 5,005 | $1.2B | 0.06% | |
| 220 | MPCMARATHON PETE CORP COM | 7,977 | $1.2B | 0.06% | |
| 221 | IBMINTERNATIONAL BUSINESS MACHS COM | 4,642 | $1.2B | 0.06% | |
| 222 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 11,636 | $1.2B | 0.06% | |
| 223 | LOWLOWES COS INC COM | 4,894 | $1.1B | 0.06% | |
| 224 | LMTLOCKHEED MARTIN CORP COM | 2,529 | $1.1B | 0.06% | |
| 225 | AXPAMERICAN EXPRESS CO COM | 4,171 | $1.1B | 0.06% | |
| 226 | VOVANGUARD MID-CAP ETF | 4,264 | $1.1B | 0.06% | |
| 227 | CVSCVS HEALTH CORP COM | 16,108 | $1.1B | 0.06% | |
| 228 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 41,312 | $1.1B | 0.06% | |
| 229 | DDOMINION ENERGY INC COM | 19,107 | $1.1B | 0.06% | |
| 230 | TJXTJX COS INC NEW COM | 8,754 | $1.1B | 0.06% | |
| 231 | SPYMSPDR PORTFOLIO S&P 500 ETF | 16,162 | $1.1B | 0.06% | |
| 232 | ISMDINSPIRE SMALL/MID CAP ETF | 30,973 | $1.1B | 0.06% | |
| 233 | JBLJABIL INC COM | 7,759 | $1.1B | 0.06% | |
| 234 | ADBEADOBE INC COM | 2,744 | $1.1B | 0.06% | |
| 235 | IWOISHARES RUSSELL 2000 GROWTH ETF | 4,118 | $1.1B | 0.06% | |
| 236 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 1,968 | $1.1B | 0.06% | |
| 237 | PMBSPIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF | 10,690 | $1.0B | 0.06% | |
| 238 | ETENERGY TRANSFER L P COM UT LTD PTN | 55,602 | $1.0B | 0.06% | |
| 239 | BABOEING CO COM | 6,061 | $1.0B | 0.06% | |
| 240 | BACVERIZON COMMUNICATIONS INC COM | 22,696 | $1.0B | 0.06% | |
| 241 | OEFISHARES S&P 100 ETF | 3,785 | $1.0B | 0.06% | |
| 242 | BUFRFT VEST LADDERED BUFFER ETF | 34,415 | $1.0B | 0.06% | |
| 243 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 18,920 | $1.0B | 0.06% | |
| 244 | SLViShares Silver Trust ETF | 32,681 | $1.0B | 0.06% | |
| 245 | IBITISHARES BITCOIN TRUST ETF | 21,531 | $1.0B | 0.06% | |
| 246 | SCHWSCHWAB CHARLES CORP COM | 12,737 | $997.0M | 0.05% | |
| 247 | IWNISHARES RUSSELL 2000 VALUE ETF | 6,585 | $994.3M | 0.05% | |
| 248 | IJRISHARES CORE S&P SMALL CAP ETF | 9,464 | $989.7M | 0.05% | |
| 249 | AMDADVANCED MICRO DEVICES INC COM | 9,630 | $989.4M | 0.05% | |
| 250 | ESUMEVENTIDE US MARKET ETF | 41,812 | $987.2M | 0.05% | |
| 251 | AJGGALLAGHER ARTHUR J & CO COM | 2,858 | $987.0M | 0.05% | |
| 252 | EFGISHARES MSCI EAFE GROWTH ETF | 9,830 | $983.0M | 0.05% | |
| 253 | TXNTEXAS INSTRS INC COM | 5,462 | $981.6M | 0.05% | |
| 254 | HALHALLIBURTON CO COM | 37,839 | $960.0M | 0.05% | |
| 255 | FISVFISERV INC COM | 4,341 | $958.6M | 0.05% | |
| 256 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 5,531 | $958.1M | 0.05% | |
| 257 | CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 33,659 | $953.6M | 0.05% | |
| 258 | CSLCARLISLE COS INC COM | 2,783 | $947.6M | 0.05% | |
| 259 | PEPPEPSICO INC COM | 6,303 | $945.1M | 0.05% | |
| 260 | ACNACCENTURE PLC IRELAND SHS CLASS A | 3,025 | $943.9M | 0.05% | |
| 261 | DGXQUEST DIAGNOSTICS INC COM | 5,501 | $930.8M | 0.05% | |
| 262 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 19,445 | $923.3M | 0.05% | |
| 263 | FLJPFRANKLIN FTSE JAPAN ETF | 31,391 | $922.9M | 0.05% | |
| 264 | VLOVALERO ENERGY CORP COM | 6,894 | $910.5M | 0.05% | |
| 265 | DISDISNEY WALT CO COM | 9,214 | $909.5M | 0.05% | |
| 266 | IEIISHARES 3-7 YEAR TREASURY BOND ETF | 7,637 | $902.2M | 0.05% | |
| 267 | NOWSERVICENOW INC COM | 1,132 | $901.2M | 0.05% | |
| 268 | IYWISHARES U.S. TECHNOLOGY ETF | 6,400 | $898.8M | 0.05% | |
| 269 | VUSBVANGUARD ULTRA-SHORT BOND ETF | 18,008 | $897.8M | 0.05% | |
| 270 | LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | 14,517 | $879.8M | 0.05% | |
| 271 | HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 11,066 | $873.0M | 0.05% | |
| 272 | WMWASTE MGMT INC DEL COM | 3,749 | $868.0M | 0.05% | |
| 273 | CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | 30,416 | $864.1M | 0.05% | |
| 274 | CYBRCYBERARK SOFTWARE LTD SHS | 2,549 | $861.5M | 0.05% | |
| 275 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,780 | $849.5M | 0.05% | |
| 276 | EOGEOG RES INC COM | 6,601 | $846.5M | 0.05% | |
| 277 | UBERUBER TECHNOLOGIES INC COM | 11,609 | $845.8M | 0.05% | |
| 278 | SNOWSNOWFLAKE INC CL A | 5,786 | $845.7M | 0.05% | |
| 279 | VHTVANGUARD HEALTH CARE ETF | 3,130 | $828.6M | 0.05% | |
| 280 | SGOLABRDN PHYSICAL GOLD SHARES ETF | 27,758 | $827.7M | 0.05% | |
| 281 | SHWSHERWIN WILLIAMS CO COM | 2,361 | $824.3M | 0.05% | |
| 282 | ESGUISHARES ESG AWARE MSCI USA ETF | 6,760 | $824.1M | 0.05% | |
| 283 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 33,849 | $823.9M | 0.05% | |
| 284 | ORLYOREILLY AUTOMOTIVE INC COM | 573 | $820.9M | 0.05% | |
| 285 | ICEINTERCONTINENTAL EXCHANGE INC COM | 4,733 | $816.6M | 0.04% | |
| 286 | CEGCONSTELLATION ENERGY CORP COM | 4,028 | $812.3M | 0.04% | |
| 287 | ELCVEVENTIDE HIGH DIVIDEND ETF | 32,390 | $806.2M | 0.04% | |
| 288 | GEVGE VERNOVA INC COM | 2,629 | $802.7M | 0.04% | |
| 289 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 21,639 | $800.2M | 0.04% | |
| 290 | GDGENERAL DYNAMICS CORP COM | 2,904 | $791.5M | 0.04% | |
| 291 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,586 | $789.3M | 0.04% | |
| 292 | CBCHUBB LIMITED COM | 2,609 | $788.1M | 0.04% | |
| 293 | IXNISHARES GLOBAL TECH ETF | 10,395 | $787.3M | 0.04% | |
| 294 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 10,604 | $781.4M | 0.04% | |
| 295 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 33,851 | $780.6M | 0.04% | |
| 296 | GDXUMICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 12,730 | $760.7M | 0.04% | |
| 297 | PKGPACKAGING CORP AMER COM | 3,832 | $758.8M | 0.04% | |
| 298 | TBGTBG DIVIDEND FOCUS ETF | 22,995 | $753.0M | 0.04% | |
| 299 | NEENEXTERA ENERGY INC COM | 10,617 | $752.6M | 0.04% | |
| 300 | SPTMSPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | 11,027 | $749.9M | 0.04% |