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
HEGDSWAN HEDGED EQUITY US LARGE CAP ETF
$135K
MNSTMONSTER BEVERAGE CORP NEW COM
$135K
SNYSANOFI SPONSORED ADR
$135K
GVAGRANITE CONSTR INC COM
$135K
KDPKEURIG DR PEPPER INC COM
$134K
SANBANCO SANTANDER S.A. ADR
$134K
IEXIDEX CORP COM
$134K
SPXUPROSHARES ULTRAPRO SHORT S&P500
$133K
LOGILOGITECH INTL S A SHS
$133K
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$132K
MCHPMICROCHIP TECHNOLOGY INC. COM
$132K
DYHTARGET CORP COM
$131K
DOWDOW INC COM
$131K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$131K
MOHMOLINA HEALTHCARE INC COM
$131K
OPRAOPERA LTD SPONSORED ADS
$130K
WDCWESTERN DIGITAL CORP COM
$130K
DOCHEALTHPEAK PROPERTIES INC COM
$130K
SSOPROSHARES ULTRA S&P 500
$129K
NTAPNETAPP INC COM
$128K
KEPKOREA ELEC PWR CORP SPONSORED ADR
$128K
CBRECBRE GROUP INC CL A
$127K
FTAIFTAI AVIATION LTD SHS
$127K
GGALGRUPO FINANCIERO GALICIA S.A. SPONSORED ADR
$127K
RMERESMED INC COM
$126K
IBOCINTERNATIONAL BANCSHARES CORP COM
$126K
IIIVI3 VERTICALS INC COM CL A
$126K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$125K
AXSAXIS CAP HLDGS LTD SHS
$125K
EX9EXELIXIS INC COM
$125K
GNRCGENERAC HLDGS INC COM
$125K
KELKELLANOVA COM
$125K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$124K
FCNCAFIRST CTZNS BANCSHARES INC N C CL A
$124K
BNBROOKFIELD CORP CL A LTD VT SH
$124K
SCHQSCHWAB LONG-TERM U.S. TREASURY ETF
$124K
ATOATMOS ENERGY CORP COM
$123K
CPTCAMDEN PPTY TR SH BEN INT
$123K
ALNYALNYLAM PHARMACEUTICALS INC COM
$123K
XMHQINVESCO S&P MIDCAP QUALITY ETF
$122K
ARMKARAMARK COM
$122K
PDDPDD HOLDINGS INC SPONSORED ADS
$121K
DELLDELL TECHNOLOGIES INC CL C
$121K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$120K
EVRGEVERGY INC COM
$120K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$120K
CBOECBOE GLOBAL MKTS INC COM
$119K
KBHKB HOME COM
$119K
TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
$119K
PTNQPACER TRENDPILOT 100 ETF
$119K
SPBSPECTRUM BRANDS HLDGS INC NEW COM
$119K
AGNCAGNC INVT CORP COM
$118K
HUBBHUBBELL INC COM
$118K
INGING GROEP N.V. SPONSORED ADR
$117K
TRPTC ENERGY CORP COM
$116K
DNPDNP SELECT INCOME FD INC COM
$116K
CPACOPA HOLDINGS SA CL A
$115K
PSOPEARSON PLC SPONSORED ADR
$115K
NWSANEWS CORP NEW CL A
$115K
FEFIRSTENERGY CORP COM
$115K
AVBAVALONBAY CMNTYS INC COM
$114K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$113K
PNWPINNACLE WEST CAP CORP COM
$113K
TKOTKO GROUP HOLDINGS INC CL A
$113K
STLDSTEEL DYNAMICS INC COM
$112K
GILGILDAN ACTIVEWEAR INC COM
$112K
AMANTERO MIDSTREAM CORP COM
$112K
NXPINXP SEMICONDUCTORS N V COM
$112K
IDAIDACORP INC COM
$112K
STRVSTRIVE 500 ETF
$112K
INCYINCYTE CORP COM
$112K
LUVSOUTHWEST AIRLS CO COM
$110K
PRAPROASSURANCE CORP COM
$110K
SKMSK TELECOM CO LTD SPONSORED ADR
$110K
KTKT CORP SPONSORED ADR
$110K
SYU1SYNOVUS FINL CORP COM NEW
$110K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$110K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$109K
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
$109K
USAIPACER AMERICAN ENERGY INDEPENDENCE ETF
$109K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$109K
SMMDISHARES RUSSELL 2500 ETF
$108K
AKXANSYS INC COM
$107K
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$107K
TRITHOMSON REUTERS CORP COM
$106K
EXPEEXPEDIA GROUP INC COM NEW
$106K
IUSVISHARES CORE S&P US VALUE ETF
$106K
AEEAMEREN CORP COM
$105K
CACCCREDIT ACCEP CORP MICH COM
$105K
MAAMID-AMER APT CMNTYS INC COM
$105K
HOODROBINHOOD MKTS INC COM CL A
$105K
AFRMAFFIRM HLDGS INC COM CL A
$104K
SBACSBA COMMUNICATIONS CORP NEW CL A
$104K
EXEEXPAND ENERGY CORPORATION COM
$103K
GPCGENUINE PARTS CO COM
$103K
EXPDEXPEDITORS INTL WASH INC COM
$103K
PPLPPL CORP COM
$103K
W3UWESTERN UN CO COM
$103K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$103K
DBDEUTSCHE BANK A G NAMEN AKT
$103K
PreviousPage 9 of 41Next