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 |
|---|---|---|---|---|---|
| 601 | CPRTCOPART INC COM | 4,062 | $229.9M | 0.01% | |
| 602 | XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 1,744 | $229.7M | 0.01% | |
| 603 | LNGCHENIERE ENERGY INC COM NEW | 988 | $228.6M | 0.01% | |
| 604 | CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | 2,625 | $228.5M | 0.01% | |
| 605 | CRLCHARLES RIV LABS INTL INC COM | 1,518 | $228.5M | 0.01% | |
| 606 | IJJISHARES S&P MID-CAP 400 VALUE ETF | 1,906 | $228.2M | 0.01% | |
| 607 | COINCOINBASE GLOBAL INC COM CL A | 1,325 | $228.1M | 0.01% | |
| 608 | RACEFERRARI N V COM | 532 | $227.6M | 0.01% | |
| 609 | SYYSYSCO CORP COM | 3,032 | $227.5M | 0.01% | |
| 610 | APPAPPLOVIN CORP COM CL A | 857 | $227.1M | 0.01% | |
| 611 | CITCINTAS CORP COM | 1,104 | $227.0M | 0.01% | |
| 612 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 613 | $225.9M | 0.01% | |
| 613 | QUVUHARTFORD QUALITY VALUE ETF | 8,962 | $225.8M | 0.01% | |
| 614 | VMCVULCAN MATLS CO COM | 967 | $225.7M | 0.01% | |
| 615 | PNRPENTAIR PLC SHS | 2,577 | $225.4M | 0.01% | |
| 616 | PLDPROLOGIS INC. COM | 2,002 | $223.8M | 0.01% | |
| 617 | ULTAULTA BEAUTY INC COM | 610 | $223.6M | 0.01% | |
| 618 | SITESITEONE LANDSCAPE SUPPLY INC COM | 1,837 | $223.1M | 0.01% | |
| 619 | DECKDECKERS OUTDOOR CORP COM | 1,992 | $222.7M | 0.01% | |
| 620 | LULULULULEMON ATHLETICA INC COM | 785 | $222.2M | 0.01% | |
| 621 | ARCCARES CAPITAL CORP COM | 10,022 | $222.1M | 0.01% | |
| 622 | VOOGVANGUARD S&P 500 GROWTH ETF | 663 | $221.8M | 0.01% | |
| 623 | HLNHALEON PLC SPON ADS | 21,474 | $221.0M | 0.01% | |
| 624 | SWSMURFIT WESTROCK PLC SHS | 4,903 | $220.9M | 0.01% | |
| 625 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 2,289 | $220.8M | 0.01% | |
| 626 | NSPINSPERITY INC COM | 2,468 | $220.2M | 0.01% | |
| 627 | HBC2HSBC HLDGS PLC SPON ADR NEW | 3,834 | $220.2M | 0.01% | |
| 628 | HCAHCA HEALTHCARE INC COM | 636 | $219.8M | 0.01% | |
| 629 | HWMHOWMET AEROSPACE INC COM | 1,687 | $218.9M | 0.01% | |
| 630 | SESEA LTD SPONSORD ADS | 1,677 | $218.9M | 0.01% | |
| 631 | SLBSCHLUMBERGER LTD COM STK | 5,225 | $218.4M | 0.01% | |
| 632 | SAIASAIA INC COM | 625 | $218.4M | 0.01% | |
| 633 | BDXBECTON DICKINSON & CO COM | 952 | $218.0M | 0.01% | |
| 634 | BMOBANK MONTREAL QUE COM | 2,282 | $218.0M | 0.01% | |
| 635 | PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 5,402 | $217.1M | 0.01% | |
| 636 | XLFIConsumer Staples Select Sector SPDR ETF | 2,644 | $216.0M | 0.01% | |
| 637 | 7HPHP INC COM | 7,760 | $214.9M | 0.01% | |
| 638 | IWRISHARES RUSSELL MIDCAP ETF | 2,520 | $214.3M | 0.01% | |
| 639 | BKRBAKER HUGHES COMPANY CL A | 4,848 | $213.1M | 0.01% | |
| 640 | PINSPINTEREST INC CL A | 6,862 | $212.7M | 0.01% | |
| 641 | VICIVICI PPTYS INC COM | 6,497 | $211.9M | 0.01% | |
| 642 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 2,624 | $211.8M | 0.01% | |
| 643 | NVTNVENT ELECTRIC PLC SHS | 4,039 | $211.7M | 0.01% | |
| 644 | ADMARCHER DANIELS MIDLAND CO COM | 4,371 | $209.8M | 0.01% | |
| 645 | ADSKAUTODESK INC COM | 797 | $208.7M | 0.01% | |
| 646 | SCCOSOUTHERN COPPER CORP COM | 2,223 | $207.7M | 0.01% | |
| 647 | TEAMATLASSIAN CORPORATION CL A | 974 | $206.7M | 0.01% | |
| 648 | HUBSHUBSPOT INC COM | 362 | $206.7M | 0.01% | |
| 649 | HLNEHAMILTON LANE INC CL A | 1,389 | $206.5M | 0.01% | |
| 650 | XLUUtilities Select Sector SPDR ETF | 2,611 | $205.9M | 0.01% | |
| 651 | IWBISHARES RUSSELL 1000 ETF | 667 | $204.5M | 0.01% | |
| 652 | AITAPPLIED INDL TECHNOLOGIES INC COM | 905 | $203.9M | 0.01% | |
| 653 | CATHGLOBAL X S&P 500 CATHOLIC VALUES CUSTOM ETF | 3,009 | $203.2M | 0.01% | |
| 654 | MFCMANULIFE FINL CORP COM | 6,511 | $202.8M | 0.01% | |
| 655 | PCGPG&E CORP COM | 11,805 | $202.8M | 0.01% | |
| 656 | KMXCARMAX INC COM | 2,597 | $202.4M | 0.01% | |
| 657 | LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 1,859 | $202.0M | 0.01% | |
| 658 | THOTHOR INDS INC COM | 2,661 | $201.8M | 0.01% | |
| 659 | TYLTYLER TECHNOLOGIES INC COM | 346 | $201.2M | 0.01% | |
| 660 | SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 6,245 | $200.3M | 0.01% | |
| 661 | CMSCMS ENERGY CORP COM | 2,647 | $198.8M | 0.01% | |
| 662 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 5,968 | $198.4M | 0.01% | |
| 663 | AYIACUITY INC COM | 752 | $198.1M | 0.01% | |
| 664 | PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 8,593 | $198.0M | 0.01% | |
| 665 | EEMISHARES MSCI EMERGING MARKETS ETF | 4,529 | $197.9M | 0.01% | |
| 666 | CUREDIREXION DAILY HEALTHCARE BULL 3X SHARES | 1,850 | $197.2M | 0.01% | |
| 667 | FSKFS KKR CAP CORP COM | 9,398 | $196.9M | 0.01% | |
| 668 | AXONAXON ENTERPRISE INC COM | 374 | $196.7M | 0.01% | |
| 669 | LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | 4,237 | $195.7M | 0.01% | |
| 670 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 578 | $195.5M | 0.01% | |
| 671 | HUMHUMANA INC COM | 733 | $194.0M | 0.01% | |
| 672 | MRVLMARVELL TECHNOLOGY INC COM | 3,148 | $193.8M | 0.01% | |
| 673 | DGDOLLAR GEN CORP NEW COM | 2,196 | $193.2M | 0.01% | |
| 674 | IDXXIDEXX LABS INC COM | 459 | $192.8M | 0.01% | |
| 675 | CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | 2,807 | $192.2M | 0.01% | |
| 676 | UALUNITED AIRLS HLDGS INC COM | 2,784 | $192.2M | 0.01% | |
| 677 | XLIINDUSTRIAL SELECT SECTOR SPDR FUND | 1,466 | $192.1M | 0.01% | |
| 678 | IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 3,815 | $190.7M | 0.01% | |
| 679 | PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 4,589 | $190.3M | 0.01% | |
| 680 | 07WAMR COOPER GROUP INC COM | 1,586 | $189.7M | 0.01% | |
| 681 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | 2,105 | $189.5M | 0.01% | |
| 682 | WECWEC ENERGY GROUP INC COM | 1,737 | $189.3M | 0.01% | |
| 683 | KRKROGER CO COM | 2,793 | $189.1M | 0.01% | |
| 684 | DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF | 7,470 | $188.7M | 0.01% | |
| 685 | TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | 7,434 | $188.6M | 0.01% | |
| 686 | SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | 3,954 | $188.2M | 0.01% | |
| 687 | PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 7,389 | $187.7M | 0.01% | |
| 688 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 2,686 | $187.5M | 0.01% | |
| 689 | YUMYUM BRANDS INC COM | 1,183 | $186.1M | 0.01% | |
| 690 | TRMBTRIMBLE INC COM | 2,824 | $185.4M | 0.01% | |
| 691 | ORIOLD REP INTL CORP COM | 4,682 | $183.6M | 0.01% | |
| 692 | FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND | 4,118 | $183.6M | 0.01% | |
| 693 | BRBROADRIDGE FINL SOLUTIONS INC COM | 756 | $183.3M | 0.01% | |
| 694 | TBILUS TREASURY 3 MONTH BILL ETF | 3,616 | $180.8M | 0.01% | |
| 695 | TELTE CONNECTIVITY PLC ORD SHS | 1,278 | $180.6M | 0.01% | |
| 696 | VENVENTAS INC COM | 2,617 | $179.9M | 0.01% | |
| 697 | KWEBKRANESHARES CSI CHINA INTERNET ETF | 5,105 | $178.2M | 0.01% | |
| 698 | ITGARTNER INC COM | 423 | $177.6M | 0.01% | |
| 699 | PAHUSDELEMENT SOLUTIONS INC COM | 7,826 | $176.9M | 0.01% | |
| 700 | CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | 2,307 | $176.5M | 0.01% |