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
53SBRIDGE INVT GROUP HLDGS INC COM CL A
$41K
BCEBCE INC COM NEW
$41K
MOHMOLINA HEALTHCARE INC COM
$41K
TENTSAKOS ENERGY NAVIGATION LTD SHS
$41K
UFPIUFP INDUSTRIES INC COM
$41K
VETVERMILION ENERGY INC COM
$41K
HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF
$41K
OGSONE GAS INC COM
$40K
PUKNPRUDENTIAL PLC ADR
$40K
FOXAFOX CORP CL A COM
$40K
BXPBXP INC COM
$40K
YETIYETI HLDGS INC COM
$40K
MANMANPOWERGROUP INC WIS COM
$40K
VLUEISHARES MSCI USA VALUE FACTOR ETF
$40K
PSLV/USPROTT PHYSICAL SILVER TR TR UNIT
$40K
IVZINVESCO LTD SHS
$40K
G7AGRUPO AEROPORTUARIO DEL CENTRO SPON ADR
$40K
UTHUNITED THERAPEUTICS CORP DEL COM
$40K
FITBFIFTH THIRD BANCORP COM
$40K
SRTABLADE AIR MOBILITY INC CL A COM
$40K
ROKUROKU INC COM CL A
$40K
KSPIKASPI KZ JSC SPONSORED ADS
$40K
W3UWESTERN UN CO COM
$39K
DDOGDATADOG INC CL A COM
$39K
TPHTRI POINTE HOMES INC COM
$39K
SPGPINVESCO S&P 500 GARP ETF
$39K
HRIHERC HLDGS INC COM
$39K
FAIFIRST TRUST DORSEY WRIGHT FOCUS 5 ETF
$39K
IGMISHARES EXPANDED TECH SECTOR ETF
$39K
RWRSPDR DOW JONES REIT ETF
$39K
FTREFORTREA HLDGS INC COMMON STOCK
$39K
MPLXMPLX LP COM UNIT REP LTD
$39K
SLMSLM CORP COM
$39K
GGENPACT LIMITED SHS
$39K
AQLTISHARES U.S. TREASURY BOND ETF
$39K
MGMMGM RESORTS INTERNATIONAL COM
$39K
BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER
$39K
PALCPACER LUNT LARGE CAP MULTI-FACTOR ALTERNATOR ETF
$39K
JXNJACKSON FINANCIAL INC COM CL A
$39K
SPXCSPX TECHNOLOGIES INC COM
$38K
INGRINGREDION INC COM
$38K
NWGNATWEST GROUP PLC SPONS ADR
$38K
TXRHTEXAS ROADHOUSE INC COM
$38K
SDVYFIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
$38K
EVRGEVERGY INC COM
$38K
FESMFIDELITY ENHANCED SMALL CAP ETF
$38K
CULLMAN BANCORP INC COM
$38K
CADECADENCE BANK COM
$38K
ACAARCOSA INC COM
$38K
NFJVIRTUS DIVIDEND INTEREST & PR COM
$38K
IPGINTERPUBLIC GROUP COS INC COM
$38K
PHIPLDT INC SPONSORED ADR
$38K
VFHVANGUARD FINANCIALS ETF
$38K
SEICSEI INVTS CO COM
$38K
BGBUNGE GLOBAL SA COM SHS
$38K
PTMCPACER TRENDPILOT US MID CAP ETF
$38K
VOEVANGUARD MID-CAP VALUE ETF
$38K
KOFCOCA-COLA FEMSA SAB DE CV SPONS ADS REP
$37K
EPRTESSENTIAL PPTYS RLTY TR INC COM
$37K
PBVPRESTIGE CONSMR HEALTHCARE INC COM
$37K
TMHCTAYLOR MORRISON HOME CORP COM
$37K
AVSCAVANTIS U.S SMALL CAP EQUITY ETF
$37K
MLKNMILLERKNOLL INC COM
$37K
FTNTFORTINET INC COM
$37K
RLIRLI CORP COM
$37K
NUBDNUVEEN ESG U.S. AGGREGATE BOND ETF
$37K
EXGEATON VANCE TAX ADVT DIV INCM COM
$37K
IEPICAHN ENTERPRISES LP DEPOSITARY UNIT
$37K
MLRMILLER INDS INC TENN COM NEW
$37K
AEGAEGON LTD AMER REG 1 CERT
$37K
MFGMIZUHO FINANCIAL GROUP INC SPONSORED ADR
$37K
XLUUtilities Select Sector SPDR ETF
$37K
ABXBARRICK GOLD CORP COM
$37K
NOVNOV INC COM
$36K
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
$36K
PGXINVESCO PREFERRED ETF
$36K
RDNRADIAN GROUP INC COM
$36K
DFLVDIMENSIONAL US LARGE CAP VALUE ETF
$36K
LNTHLANTHEUS HLDGS INC COM
$36K
AEEAMEREN CORP COM
$35K
PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR
$35K
CUCAAVIS BUDGET GROUP COM
$35K
SNAPSNAP INC CL A
$35K
SSLSASOL LTD SPONSORED ADR
$35K
EXREXTRA SPACE STORAGE INC COM
$35K
CECELANESE CORP DEL COM
$35K
ULSUL SOLUTIONS INC CLASS A COM SHS
$35K
OREUROSISKO GOLD ROYALTIES LTD COM
$35K
WESTWESTROCK COFFEE CO COM
$35K
JMSBJOHN MARSHALL BANCORP INC COM
$35K
GLPIGAMING & LEISURE PPTYS INC COM
$35K
XYZBLOCK INC CL A
$35K
UNMUNUM GROUP COM
$35K
AKXANSYS INC COM
$35K
HWMHOWMET AEROSPACE INC COM
$34K
PPLPPL CORP COM
$34K
ESEESCO TECHNOLOGIES INC COM
$34K
AVAAVISTA CORP COM
$34K
CRKCOMSTOCK RES INC COM
$34K
FNDASCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
$34K
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