EverSource Wealth Advisors, LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$1.5B

Holdings

3,067

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (3,067 positions)

StockValue
KVUEKENVUE INC COM
$78K
FLOFLOWERS FOODS INC COM
$78K
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
$78K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$78K
RMERESMED INC COM
$77K
ALBALBEMARLE CORP COM
$77K
STWDSTARWOOD PPTY TR INC COM
$76K
RPRXROYALTY PHARMA PLC SHS CLASS A
$76K
HWCHANCOCK WHITNEY CORPORATION COM
$76K
PG4PRINCIPAL FINANCIAL GROUP INC COM
$76K
UTENUS TREASURY 10 YEAR NOTE ETF
$75K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$75K
PWVINVESCO LARGE CAP VALUE ETF
$75K
SKMSK TELECOM LTD SPONSORED ADR
$75K
WSTWEST PHARMACEUTICAL SVSC INC COM
$74K
AMGAFFILIATED MANAGERS GROUP INC COM
$74K
INFYINFOSYS LTD SPONSORED ADR
$74K
BNSBANK NOVA SCOTIA HALIFAX COM
$74K
PAGSPAGSEGURO DIGITAL LTD COM CL A
$74K
SMSM ENERGY CO COM
$74K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$74K
WECWEC ENERGY GROUP INC COM
$73K
CMSCMS ENERGY CORP COM
$73K
KELKELLANOVA COM
$73K
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS
$72K
DC4DEXCOM INC COM
$72K
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS
$72K
GPCGENUINE PARTS CO COM
$72K
PBFPBF ENERGY INC CL A
$72K
PCARPACCAR INC COM
$72K
IEXIDEX CORP COM
$72K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$71K
WCCWESCO INTL INC COM
$71K
CWCURTISS WRIGHT CORP COM
$71K
WEAWESTERN ALLIANCE BANCORP COM
$71K
ALNYALNYLAM PHARMACEUTICALS INC COM
$71K
CRSCARPENTER TECHNOLOGY CORP COM
$71K
CLFCLEVELAND-CLIFFS INC NEW COM
$71K
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$71K
NNNNNN REIT INC COM
$71K
FDUSFIDUS INVT CORP COM
$70K
PKXPOSCO HOLDINGS INC SPONSORED ADR
$70K
BXMTBLACKSTONE MTG TR INC COM CL A
$70K
MVTBLACKROCK MUNIVEST FD II INC COM
$70K
TBLATABOOLA.COM LTD ORD SHS
$69K
SBSWSIBANYE STILLWATER LTD SPONSORED ADR
$69K
TRNTRINITY INDS INC COM
$69K
CPTCAMDEN PPTY TR SH BEN INT
$69K
MBSDFLEXSHARES DISCIPLINED DURATION MBS INDEX FUND
$69K
DLTRDOLLAR TREE INC COM
$69K
RQICOHEN & STEERS QUALITY INCOME COM
$68K
JOEST JOE CO COM
$68K
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY
$68K
TREXTREX CO INC COM
$68K
BALLBALL CORP COM
$68K
JPIEJPMORGAN INCOME ETF
$67K
LUVSOUTHWEST AIRLS CO COM
$67K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$67K
FEFIRSTENERGY CORP COM
$67K
LPLLG DISPLAY CO LTD SPONS ADR REP
$67K
BKBANK NEW YORK MELLON CORP COM
$67K
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY
$66K
CMACOMERICA INC COM
$66K
ARIAPOLLO COML REAL EST FIN INC COM
$66K
WPPWPP PLC NEW ADR
$66K
EIXEDISON INTL COM
$65K
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
$65K
SEESEALED AIR CORP NEW COM
$65K
MAPSWM TECHNOLOGY INC COM
$65K
AEISADVANCED ENERGY INDS COM
$65K
OBDCBLUE OWL CAPITAL CORPORATION COM
$65K
UFPTUFP TECHNOLOGIES INC COM
$65K
PPLPEMBINA PIPELINE CORP COM
$65K
VOXVANGUARD COMMUNICATION SERVICES ETF
$65K
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL
$64K
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
$64K
CMCANADIAN IMPERIAL BK COMM TORO COM
$64K
TFIITFI INTL INC COM
$64K
ESEVERSOURCE ENERGY COM
$64K
FT2FIRST HORIZON CORPORATION COM
$64K
CITCINTAS CORP COM
$63K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$63K
AFRMAFFIRM HLDGS INC COM CL A
$63K
RNRRENAISSANCERE HLDGS LTD COM
$63K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$63K
AWGASBURY AUTOMOTIVE GROUP INC COM
$63K
AQLTISHARES SELECT DIVIDEND ETF
$63K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$62K
KTKT CORP SPONSORED ADR
$62K
CRTOCRITEO S A SPONS ADS
$62K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$62K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$62K
MNSTMONSTER BEVERAGE CORP NEW COM
$62K
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM
$62K
SRJSPARTANNASH CO COM
$62K
IXORIX CORP SPONSORED ADR
$61K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$61K
PSOPEARSON PLC SPONSORED ADR
$61K
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF
$61K
XRNPXCOHEN & STEERS REIT & PFD & IN COM
$61K
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