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 |
|---|---|---|---|---|---|
| 301 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 20,348 | $749.0M | 0.04% | |
| 302 | BKNGBOOKING HOLDINGS INC COM | 162 | $747.0M | 0.04% | |
| 303 | STZCONSTELLATION BRANDS INC CL A | 4,040 | $741.4M | 0.04% | |
| 304 | TTTRANE TECHNOLOGIES PLC SHS | 2,195 | $739.5M | 0.04% | |
| 305 | AOAISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 9,659 | $738.9M | 0.04% | |
| 306 | KLACKLA CORP COM NEW | 1,086 | $738.7M | 0.04% | |
| 307 | ELVELEVANCE HEALTH INC COM | 1,697 | $738.0M | 0.04% | |
| 308 | CMCSACOMCAST CORP NEW CL A | 19,760 | $729.1M | 0.04% | |
| 309 | ARKBARK 21SHARES BITCOIN ETF BEN OF INT | 8,780 | $721.7M | 0.04% | |
| 310 | CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF | 9,357 | $716.9M | 0.04% | |
| 311 | XELXCEL ENERGY INC COM | 10,112 | $715.8M | 0.04% | |
| 312 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 8,956 | $710.8M | 0.04% | |
| 313 | PFEPFIZER INC COM | 27,995 | $709.4M | 0.04% | |
| 314 | SPGIS&P GLOBAL INC COM | 1,393 | $707.7M | 0.04% | |
| 315 | HONHONEYWELL INTL INC COM | 3,320 | $703.1M | 0.04% | |
| 316 | MMM3M CO COM | 4,728 | $694.4M | 0.04% | |
| 317 | DVNDEVON ENERGY CORP NEW COM | 18,487 | $691.4M | 0.04% | |
| 318 | USXFISHARES ESG ADVANCED MSCI USA ETF | 14,751 | $688.4M | 0.04% | |
| 319 | RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 28,977 | $687.3M | 0.04% | |
| 320 | WMBWILLIAMS COS INC COM | 11,434 | $683.3M | 0.04% | |
| 321 | PPGPPG INDS INC COM | 6,213 | $679.4M | 0.04% | |
| 322 | REETISHARES GLOBAL REIT ETF | 27,904 | $677.0M | 0.04% | |
| 323 | BLKBLACKROCK INC COM | 713 | $674.9M | 0.04% | |
| 324 | PSXPHILLIPS 66 COM | 5,460 | $674.3M | 0.04% | |
| 325 | ARKKARK INNOVATION ETF | 14,144 | $673.0M | 0.04% | |
| 326 | ISRGINTUITIVE SURGICAL INC COM NEW | 1,344 | $665.7M | 0.04% | |
| 327 | ETNEATON CORP PLC SHS | 2,445 | $664.8M | 0.04% | |
| 328 | TMUST-MOBILE US INC COM | 2,481 | $661.7M | 0.04% | |
| 329 | VBILVANGUARD 0-3 MONTH TREASURY BILL ETF | 8,753 | $660.3M | 0.04% | |
| 330 | SYKSTRYKER CORPORATION COM | 1,756 | $654.0M | 0.04% | |
| 331 | CCLCARNIVAL CORP PAIRED CTF | 33,378 | $651.9M | 0.04% | |
| 332 | IWMISHARES RUSSELL 2000 ETF | 3,241 | $646.5M | 0.04% | |
| 333 | SCHXSCHWAB U.S. LARGE-CAP ETF | 29,201 | $644.8M | 0.04% | |
| 334 | BITUPROSHARES ULTRA BITCOIN ETF | 19,315 | $642.8M | 0.04% | |
| 335 | PAYXPAYCHEX INC COM | 4,154 | $641.0M | 0.04% | |
| 336 | LIILENNOX INTL INC COM | 1,141 | $639.7M | 0.04% | |
| 337 | DSIISHARES ESG MSCI KLD 400 ETF | 6,226 | $637.6M | 0.04% | |
| 338 | TPIFTIMOTHY PLAN INTERNATIONAL ETF | 22,042 | $633.7M | 0.03% | |
| 339 | NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF | 28,021 | $632.4M | 0.03% | |
| 340 | ROLROLLINS INC COM | 11,681 | $631.1M | 0.03% | |
| 341 | TRVCCITIGROUP INC COM NEW | 8,787 | $623.7M | 0.03% | |
| 342 | MOALTRIA GROUP INC COM | 10,379 | $623.0M | 0.03% | |
| 343 | ROPROPER TECHNOLOGIES INC COM | 1,044 | $615.8M | 0.03% | |
| 344 | PULSPGIM ULTRA SHORT BOND ETF | 12,350 | $614.2M | 0.03% | |
| 345 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 11,746 | $608.2M | 0.03% | |
| 346 | EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 6,679 | $605.1M | 0.03% | |
| 347 | BINCISHARES FLEXIBLE INCOME ACTIVE ETF | 11,351 | $594.6M | 0.03% | |
| 348 | FDXFEDEX CORP COM | 2,422 | $590.6M | 0.03% | |
| 349 | SAPSAP SE SPON ADR | 2,199 | $590.4M | 0.03% | |
| 350 | WRBBERKLEY W R CORP COM | 8,122 | $578.0M | 0.03% | |
| 351 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 1,061 | $575.6M | 0.03% | |
| 352 | RXRXRECURSION PHARMACEUTICALS INC CL A | 108,629 | $574.6M | 0.03% | |
| 353 | CMGCHIPOTLE MEXICAN GRILL INC COM | 11,277 | $566.2M | 0.03% | |
| 354 | MSIMOTOROLA SOLUTIONS INC COM NEW | 1,284 | $562.4M | 0.03% | |
| 355 | WELLWELLTOWER INC COM | 3,670 | $562.3M | 0.03% | |
| 356 | CHHCHOICE HOTELS INTL INC COM | 4,228 | $561.4M | 0.03% | |
| 357 | SCHPSCHWAB US TIPS ETF | 20,848 | $560.6M | 0.03% | |
| 358 | MDLZMONDELEZ INTL INC CL A | 8,195 | $556.0M | 0.03% | |
| 359 | BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 13,062 | $554.5M | 0.03% | |
| 360 | A4SAMERIPRISE FINL INC COM | 1,143 | $553.3M | 0.03% | |
| 361 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 9,153 | $550.8M | 0.03% | |
| 362 | COOCOOPER COS INC COM | 6,517 | $549.7M | 0.03% | |
| 363 | KMBKIMBERLY-CLARK CORP COM | 3,842 | $546.4M | 0.03% | |
| 364 | ETRENTERGY CORP NEW COM | 6,390 | $546.2M | 0.03% | |
| 365 | NOCNORTHROP GRUMMAN CORP COM | 1,064 | $544.4M | 0.03% | |
| 366 | PTLCPACER TRENDPILOT US LARGE CAP ETF | 10,551 | $542.8M | 0.03% | |
| 367 | PHPARKER-HANNIFIN CORP COM | 891 | $541.6M | 0.03% | |
| 368 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 39,389 | $536.5M | 0.03% | |
| 369 | YINNDIREXION DAILY FTSE CHINA BULL 3X SHARES | 12,915 | $535.6M | 0.03% | |
| 370 | DHRDANAHER CORPORATION COM | 2,593 | $531.5M | 0.03% | |
| 371 | SPOTSPOTIFY TECHNOLOGY S A SHS | 962 | $529.2M | 0.03% | |
| 372 | LPLALPL FINL HLDGS INC COM | 1,613 | $527.9M | 0.03% | |
| 373 | FICOFAIR ISAAC CORP COM | 285 | $525.6M | 0.03% | |
| 374 | TSCOTRACTOR SUPPLY CO COM | 9,520 | $524.6M | 0.03% | |
| 375 | INTUINTUIT COM | 851 | $522.8M | 0.03% | |
| 376 | CBSHCOMMERCE BANCSHARES INC COM | 8,362 | $520.3M | 0.03% | |
| 377 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 12,889 | $519.3M | 0.03% | |
| 378 | CLCOLGATE PALMOLIVE CO COM | 5,541 | $519.1M | 0.03% | |
| 379 | EFXEQUIFAX INC COM | 2,128 | $518.4M | 0.03% | |
| 380 | BLESINSPIRE GLOBAL HOPE ETF | 13,570 | $512.0M | 0.03% | |
| 381 | JJACOBS SOLUTIONS INC COM | 4,230 | $511.4M | 0.03% | |
| 382 | MUMICRON TECHNOLOGY INC COM | 5,818 | $505.5M | 0.03% | |
| 383 | DFAWDIMENSIONAL WORLD EQUITY ETF | 8,151 | $499.5M | 0.03% | |
| 384 | BSXBOSTON SCIENTIFIC CORP COM | 4,945 | $498.9M | 0.03% | |
| 385 | APDAIR PRODS & CHEMS INC COM | 1,682 | $496.1M | 0.03% | |
| 386 | GISGENERAL MLS INC COM | 8,244 | $492.9M | 0.03% | |
| 387 | COFCAPITAL ONE FINL CORP COM | 2,739 | $491.1M | 0.03% | |
| 388 | GDXJVANECK JUNIOR GOLD MINERS ETF | 8,575 | $490.5M | 0.03% | |
| 389 | ADIANALOG DEVICES INC COM | 2,428 | $489.7M | 0.03% | |
| 390 | NXPLNEXTPLAT CORP COM NEW | 580,686 | $482.4M | 0.03% | |
| 391 | ENBENBRIDGE INC COM | 10,810 | $479.0M | 0.03% | |
| 392 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 2,888 | $478.2M | 0.03% | |
| 393 | POOLPOOL CORP COM | 1,488 | $473.7M | 0.03% | |
| 394 | VCYTVERACYTE INC COM | 15,950 | $472.9M | 0.03% | |
| 395 | CLXCLOROX CO DEL COM | 3,201 | $471.3M | 0.03% | |
| 396 | ALLEALLEGION PLC ORD SHS | 3,569 | $465.6M | 0.03% | |
| 397 | TRGPTARGA RES CORP COM | 2,315 | $464.1M | 0.03% | |
| 398 | MDTMEDTRONIC PLC SHS | 5,139 | $461.9M | 0.03% | |
| 399 | ODFLOLD DOMINION FREIGHT LINE INC COM | 2,784 | $460.7M | 0.03% | |
| 400 | UPSUNITED PARCEL SERVICE INC CL B | 4,184 | $460.2M | 0.03% |