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)
| Stock | Value |
|---|---|
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $61K |
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW | $61K |
WOPWOODSIDE ENERGY GROUP LTD SPONSORED ADR | $60K |
GLNGGOLAR LNG LTD SHS | $60K |
XFLTXAI OCTAGN FLT RAT & ALT INM T COM | $60K |
SMPLSIMPLY GOOD FOODS CO COM | $60K |
ECCEAGLE POINT CREDIT COMPANY INC COM | $60K |
KRCKILROY RLTY CORP COM | $60K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $60K |
DINOHF SINCLAIR CORP COM | $59K |
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF | $59K |
BRSPBRIGHTSPIRE CAPITAL INC COM CL A | $59K |
EWEDWARDS LIFESCIENCES CORP COM | $59K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $59K |
PPAINVESCO AEROSPACE & DEFENSE ETF | $59K |
VVVANGUARD LARGE-CAP ETF | $59K |
DCIDONALDSON INC COM | $58K |
JHXJAMES HARDIE INDS PLC SPONSORED ADR | $58K |
VALEVALE S A SPONSORED ADS | $58K |
BYDBOYD GAMING CORP COM | $58K |
TXTERNIUM SA SPONSORED ADS | $58K |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $58K |
CSWCCAPITAL SOUTHWEST CORP COM | $58K |
IOVAIOVANCE BIOTHERAPEUTICS INC COM | $58K |
OMCOMNICOM GROUP INC COM | $58K |
LEGLEGGETT & PLATT INC COM | $58K |
AWMSKYWORKS SOLUTIONS INC COM | $57K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $57K |
SUXTD SYNNEX CORPORATION COM | $57K |
SCHASCHWAB U.S. SMALL-CAP ETF | $57K |
EPREPR PPTYS COM SH BEN INT | $57K |
BF/BBROWN FORMAN CORP CL B | $57K |
HERDPACER CASH COWS FUND OF FUNDS ETF | $57K |
PDIPIMCO DYNAMIC INCOME FD SHS | $57K |
CFRCULLEN FROST BANKERS INC COM | $57K |
BCXBLACKROCK RES & COMMODITIES ST SHS | $56K |
AESAES CORP COM | $56K |
SWKSTANLEY BLACK & DECKER INC COM | $56K |
AXSAXIS CAP HLDGS LTD SHS | $56K |
MDBMONGODB INC CL A | $56K |
VEEVVEEVA SYS INC CL A COM | $55K |
CIVICIVITAS RESOURCES INC COM NEW | $55K |
MAINMAIN STR CAP CORP COM | $55K |
APOAPOLLO GLOBAL MGMT INC COM | $55K |
HPKHIGHPEAK ENERGY INC COM | $55K |
LVSLAS VEGAS SANDS CORP COM | $55K |
TSEMTOWER SEMICONDUCTOR LTD SHS NEW | $55K |
MAAMID-AMER APT CMNTYS INC COM | $55K |
AVGEAVANTIS ALL EQUITY MARKETS ETF | $54K |
TDTORONTO DOMINION BK ONT COM NEW | $54K |
STMSTMICROELECTRONICS N V NY REGISTRY | $54K |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $54K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $54K |
RHIROBERT HALF INC. COM | $54K |
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $54K |
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | $53K |
LYVLIVE NATION ENTERTAINMENT INC COM | $53K |
FLBSTANDARD BIOTOOLS INC COM | $53K |
LDEMISHARES ESG MSCI EM LEADERS ETF | $53K |
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR | $53K |
BRKRBRUKER CORP COM | $53K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $53K |
KEPKOREA ELEC PWR CORP SPONSORED ADR | $53K |
IYHISHARES U.S. HEALTHCARE ETF | $52K |
JOYYJOYY INC ADS REPSTG COM A | $52K |
EX9EXELIXIS INC COM | $52K |
TTCTORO CO COM | $52K |
CBRECBRE GROUP INC CL A | $52K |
SRSPIRE INC COM | $52K |
AVTRAVANTOR INC COM | $52K |
LDOSLEIDOS HOLDINGS INC COM | $52K |
OHIOMEGA HEALTHCARE INVS INC COM | $52K |
PAYCPAYCOM SOFTWARE INC COM | $52K |
WFGWEST FRASER TIMBER CO LTD COM | $52K |
VPUVANGUARD UTILITIES ETF | $51K |
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | $51K |
EWBCEAST WEST BANCORP INC COM | $51K |
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN | $51K |
ALVAUTOLIV INC COM | $51K |
GGBGERDAU SA SPON ADR REP PFD | $51K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $51K |
DSLDOUBLELINE INCOME SOLUTIONS FD COM | $51K |
EQTEQT CORP COM | $51K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $51K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $51K |
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM | $50K |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $50K |
BCSBARCLAYS PLC ADR | $50K |
AIRAAR CORP COM | $50K |
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $50K |
AFWALIGN TECHNOLOGY INC COM | $50K |
KIMKIMCO RLTY CORP COM | $50K |
PORPORTLAND GEN ELEC CO COM NEW | $50K |
HHYATT HOTELS CORP COM CL A | $50K |
PEOADAM NAT RES FD INC COM | $50K |
HRHEALTHCARE RLTY TR CL A COM | $50K |
PSEPINNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER | $50K |
HBANHUNTINGTON BANCSHARES INC COM | $50K |
PKNREVVITY INC COM | $49K |
TROWPRICE T ROWE GROUP INC COM | $49K |