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 |
|---|---|---|---|---|---|
| 501 | NSCNORFOLK SOUTHN CORP COM | 1,351 | $319.9M | 0.02% | |
| 502 | KMIKINDER MORGAN INC DEL COM | 11,190 | $319.3M | 0.02% | |
| 503 | XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | 1,612 | $318.3M | 0.02% | |
| 504 | ZWSZURN ELKAY WATER SOLNS CORP COM | 9,650 | $318.3M | 0.02% | |
| 505 | NDSNNORDSON CORP COM | 1,577 | $318.0M | 0.02% | |
| 506 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 2,165 | $317.5M | 0.02% | |
| 507 | BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | 7,346 | $317.2M | 0.02% | |
| 508 | CARRCARRIER GLOBAL CORPORATION COM | 4,970 | $315.1M | 0.02% | |
| 509 | OTISOTIS WORLDWIDE CORP COM | 3,050 | $314.8M | 0.02% | |
| 510 | JCIJOHNSON CTLS INTL PLC SHS | 3,920 | $314.1M | 0.02% | |
| 511 | IQVIQVIA HLDGS INC COM | 1,777 | $313.3M | 0.02% | |
| 512 | LDOSLEIDOS HOLDINGS INC COM | 2,318 | $312.8M | 0.02% | |
| 513 | SFMSPROUTS FMRS MKT INC COM | 2,046 | $312.3M | 0.02% | |
| 514 | OUNZVANECK MERK GOLD ETF | 10,355 | $312.1M | 0.02% | |
| 515 | IEVISHARES EUROPE ETF | 5,349 | $311.3M | 0.02% | |
| 516 | CHECHEMED CORP NEW COM | 503 | $309.3M | 0.02% | |
| 517 | PPCPILGRIMS PRIDE CORP COM | 5,636 | $307.2M | 0.02% | |
| 518 | PWRQUANTA SVCS INC COM | 1,201 | $305.3M | 0.02% | |
| 519 | AVLVAVANTIS U.S. LARGE CAP VALUE ETF | 4,676 | $304.9M | 0.02% | |
| 520 | EFAXSPDR MSCI EAFE FOSSIL FUEL FREE ETF | 7,093 | $304.7M | 0.02% | |
| 521 | NVONOVO-NORDISK A S ADR | 4,380 | $304.1M | 0.02% | |
| 522 | UGIUGI CORP NEW COM | 9,159 | $302.9M | 0.02% | |
| 523 | CHDCHURCH & DWIGHT CO INC COM | 2,751 | $302.9M | 0.02% | |
| 524 | WITWIPRO LTD SPON ADR 1 SH | 98,629 | $301.8M | 0.02% | |
| 525 | METMETLIFE INC COM | 3,756 | $301.6M | 0.02% | |
| 526 | BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | 2,373 | $301.5M | 0.02% | |
| 527 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 18,622 | $301.3M | 0.02% | |
| 528 | CAHCARDINAL HEALTH INC COM | 2,180 | $300.4M | 0.02% | |
| 529 | HLTHILTON WORLDWIDE HLDGS INC COM | 1,316 | $299.5M | 0.02% | |
| 530 | TFISPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF | 6,636 | $299.1M | 0.02% | |
| 531 | FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | 9,468 | $298.3M | 0.02% | |
| 532 | SRESEMPRA COM | 4,167 | $297.4M | 0.02% | |
| 533 | VRSKVERISK ANALYTICS INC COM | 998 | $297.0M | 0.02% | |
| 534 | MCXMCCORMICK & CO INC COM NON VTG | 3,601 | $296.4M | 0.02% | |
| 535 | TERTERADYNE INC COM | 3,579 | $295.6M | 0.02% | |
| 536 | DVADAVITA INC COM | 1,930 | $295.2M | 0.02% | |
| 537 | UBSUBS GROUP AG SHS | 9,555 | $292.7M | 0.02% | |
| 538 | IVLUISHARES MSCI INTL VALUE FACTOR ETF | 9,644 | $292.3M | 0.02% | |
| 539 | IEFISHARES 7-10 YEAR TREASURY BOND ETF | 3,047 | $290.6M | 0.02% | |
| 540 | JGROJPMORGAN ACTIVE GROWTH ETF | 3,929 | $289.9M | 0.02% | |
| 541 | PWBINVESCO LARGE CAP GROWTH ETF | 2,993 | $287.4M | 0.02% | |
| 542 | GRMNGARMIN LTD SHS | 1,319 | $286.5M | 0.02% | |
| 543 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 20,918 | $285.1M | 0.02% | |
| 544 | MOSMOSAIC CO NEW COM | 10,405 | $281.1M | 0.02% | |
| 545 | ECLECOLAB INC COM | 1,098 | $278.4M | 0.02% | |
| 546 | EQIXEQUINIX INC COM | 342 | $278.3M | 0.02% | |
| 547 | RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 4,748 | $277.9M | 0.02% | |
| 548 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 4,127 | $277.9M | 0.02% | |
| 549 | TRVTRAVELERS COMPANIES INC COM | 1,050 | $277.8M | 0.02% | |
| 550 | JPMEJPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | 2,752 | $276.8M | 0.02% | |
| 551 | MTDMETTLER TOLEDO INTERNATIONAL COM | 233 | $275.2M | 0.02% | |
| 552 | OSISOSI SYSTEMS INC COM | 1,414 | $274.7M | 0.02% | |
| 553 | MARMARRIOTT INTL INC NEW CL A | 1,151 | $274.4M | 0.02% | |
| 554 | VRTXVERTEX PHARMACEUTICALS INC COM | 566 | $274.3M | 0.02% | |
| 555 | FISFIDELITY NATL INFORMATION SVCS COM | 3,671 | $274.2M | 0.02% | |
| 556 | FQIDIGITAL RLTY TR INC COM | 1,912 | $273.9M | 0.02% | |
| 557 | MPWRMONOLITHIC PWR SYS INC COM | 471 | $273.3M | 0.02% | |
| 558 | EQREQUITY RESIDENTIAL SH BEN INT | 3,773 | $270.1M | 0.01% | |
| 559 | CDWCDW CORP COM | 1,684 | $269.8M | 0.01% | |
| 560 | PEOEXELON CORP COM | 5,839 | $269.1M | 0.01% | |
| 561 | EGPEASTGROUP PPTYS INC COM | 1,526 | $268.8M | 0.01% | |
| 562 | IPINTERNATIONAL PAPER CO COM | 5,035 | $268.6M | 0.01% | |
| 563 | SHOPSHOPIFY INC CL A SUB VTG SHS | 2,810 | $268.3M | 0.01% | |
| 564 | CNPCENTERPOINT ENERGY INC COM | 7,388 | $267.7M | 0.01% | |
| 565 | BKBANK NEW YORK MELLON CORP COM | 3,165 | $265.4M | 0.01% | |
| 566 | HBANHUNTINGTON BANCSHARES INC COM | 17,673 | $265.3M | 0.01% | |
| 567 | CAGCONAGRA BRANDS INC COM | 9,890 | $263.8M | 0.01% | |
| 568 | LENLENNAR CORP CL A | 2,296 | $263.6M | 0.01% | |
| 569 | NKENIKE INC CL B | 4,141 | $262.9M | 0.01% | |
| 570 | KHCKRAFT HEINZ CO COM | 8,634 | $262.7M | 0.01% | |
| 571 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 3,172 | $261.0M | 0.01% | |
| 572 | SPDWSPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7,165 | $260.9M | 0.01% | |
| 573 | FASTFASTENAL CO COM | 3,332 | $258.4M | 0.01% | |
| 574 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,014 | $257.9M | 0.01% | |
| 575 | AMEAMETEK INC COM | 1,495 | $257.5M | 0.01% | |
| 576 | COKECOCA COLA CONS INC COM | 190 | $256.3M | 0.01% | |
| 577 | GLWCORNING INC COM | 5,583 | $255.6M | 0.01% | |
| 578 | EUSBISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | 5,886 | $255.0M | 0.01% | |
| 579 | SNPSSYNOPSYS INC COM | 593 | $254.4M | 0.01% | |
| 580 | EXPOEXPONENT INC COM | 3,133 | $254.0M | 0.01% | |
| 581 | GPNGLOBAL PMTS INC COM | 2,586 | $253.2M | 0.01% | |
| 582 | OLLIOLLIES BARGAIN OUTLET HLDGS IN COM | 2,163 | $251.7M | 0.01% | |
| 583 | EBAEBAY INC. COM | 3,670 | $248.6M | 0.01% | |
| 584 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 9,846 | $246.5M | 0.01% | |
| 585 | SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | 6,021 | $245.4M | 0.01% | |
| 586 | TLTISHARES 20 YEAR TREASURY BOND ETF | 2,674 | $243.5M | 0.01% | |
| 587 | ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | 1,985 | $242.2M | 0.01% | |
| 588 | NRANRG ENERGY INC COM NEW | 2,532 | $241.7M | 0.01% | |
| 589 | NVSNNOVARTIS AG SPONSORED ADR | 2,166 | $241.5M | 0.01% | |
| 590 | USBUS BANCORP DEL COM NEW | 5,709 | $241.0M | 0.01% | |
| 591 | TLHISHARES 10-20 YEAR TREASURY BOND ETF | 2,323 | $241.0M | 0.01% | |
| 592 | VRSNVERISIGN INC COM | 936 | $237.6M | 0.01% | |
| 593 | ESEVERSOURCE ENERGY COM | 3,815 | $237.0M | 0.01% | |
| 594 | EDCONSOLIDATED EDISON INC COM | 2,138 | $236.4M | 0.01% | |
| 595 | XLGINVESCO S&P 500 TOP 50 ETF | 5,100 | $234.7M | 0.01% | |
| 596 | DASHDOORDASH INC CL A | 1,284 | $234.7M | 0.01% | |
| 597 | PHYS/USPROTT PHYSICAL GOLD TR UNIT | 9,727 | $234.0M | 0.01% | |
| 598 | WFWOORI FINL GROUP INC SPONSORED ADS | 6,994 | $233.5M | 0.01% | |
| 599 | PRUPRUDENTIAL FINL INC COM | 2,066 | $230.7M | 0.01% | |
| 600 | DTEDTE ENERGY CO COM | 1,665 | $230.2M | 0.01% |