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
ENQENTEGRIS INC COM
$14K
COHRCOHERENT CORP COM
$14K
THSTREEHOUSE FOODS INC COM
$14K
LTCLTC PPTYS INC COM
$14K
AINALBANY INTL CORP CL A
$14K
MATXMATSON INC COM
$14K
KWKENNEDY-WILSON HOLDINGS INC COM
$14K
DDTOINNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY
$14K
BAPCREDICORP LTD COM
$13K
MYGNMYRIAD GENETICS INC COM
$13K
AVYAVERY DENNISON CORP COM
$13K
HTHTH WORLD GROUP LTD SPONSORED ADS
$13K
CWKCUSHMAN WAKEFIELD PLC SHS
$13K
PNNTPENNANTPARK INVT CORP COM
$13K
GEMGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
$13K
JEFJEFFERIES FINL GROUP INC COM
$13K
MEDPMEDPACE HLDGS INC COM
$13K
PCHPOTLATCHDELTIC CORPORATION COM
$13K
WTRGESSENTIAL UTILS INC COM
$13K
FISIFINANCIAL INSTNS INC COM
$13K
HCMHUTCHMED CHINA LTD SPONSORED ADS
$13K
BFHBREAD FINANCIAL HOLDINGS INC COM
$13K
REYNREYNOLDS CONSUMER PRODS INC COM
$13K
MMSMAXIMUS INC COM
$13K
PTENPATTERSON-UTI ENERGY INC COM
$13K
RRYDER SYS INC COM
$13K
GBX 2.875 04/15/28GREENBRIER COS INC 2.875 04/15/2028
$13K
HOODROBINHOOD MKTS INC COM CL A
$13K
PRFZINVESCO FTSE RAFI US 1500 SMALL-MID ETF
$13K
RMTROYCE MICRO-CAP TR INC COM
$13K
ACHRARCHER AVIATION INC COM CL A
$13K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$13K
VIAVVIAVI SOLUTIONS INC COM
$13K
LM0CLIBERTY MEDIA CORP DEL COM LBTY SRM S C
$13K
DEIDOUGLAS EMMETT INC COM
$13K
BCOBRINKS CO COM
$13K
FSVFIRSTSERVICE CORP NEW COM
$13K
BBUSJPMORGAN BETABUILDERS U.S. EQUITY ETF
$13K
EPAMEPAM SYS INC COM
$13K
IM8NINSMED INC COM PAR $.01
$13K
MBCMASTERBRAND INC COMMON STOCK
$13K
RCREADY CAPITAL CORP COM
$13K
RRXREGAL REXNORD CORPORATION COM
$13K
ICUIICU MED INC COM
$12K
VLYVALLEY NATL BANCORP COM
$12K
ENPHENPHASE ENERGY INC COM
$12K
8DTSQUARESPACE INC CLASS A
$12K
CINFCINCINNATI FINL CORP COM
$12K
FHBFIRST HAWAIIAN INC COM
$12K
AKAM 0.375 09/01/27AKAMAI TECHNOLOGIES INC 0.375 09/01/2027
$12K
LILI AUTO INC SPONSORED ADS
$12K
BHFBRIGHTHOUSE FINL INC COM
$12K
AKRACADIA RLTY TR COM SH BEN INT
$12K
HEIHEICO CORP NEW COM
$12K
BHEBENCHMARK ELECTRS INC COM
$12K
BB3BROOKLINE BANCORP INC DEL COM
$12K
WMGWARNER MUSIC GROUP CORP COM CL A
$12K
PBIPITNEY BOWES INC COM
$12K
PATKPATRICK INDS INC COM
$12K
MATMATTEL INC COM
$12K
SITCUSDSITE CTRS CORP COM
$12K
0VVBPARAMOUNT GLOBAL CLASS B COM
$12K
4DXPLURI INC COM NEW
$12K
BLOKAMPLIFY TRANSFORMATIONAL DATA SHARING ETF
$12K
AXTAAXALTA COATING SYS LTD COM
$12K
ISIIONIS PHARMACEUTICALS INC COM
$12K
BLKBBLACKBAUD INC COM
$12K
WOOFOOT LOCKER INC COM
$12K
LCII 1.125 05/15/26LCI INDS 1.125 05/15/2026
$12K
GMEDGLOBUS MED INC CL A
$12K
YUMCYUM CHINA HLDGS INC COM
$12K
LEGNLEGEND BIOTECH CORP SPONSORED ADS
$12K
SMARGBPSMARTSHEET INC COM CL A
$12K
JEMAJPMORGAN ACTIVEBUILDERS EMERGING MARKETS EQUITY ETF
$12K
CVBFCVB FINL CORP COM
$12K
LPXLOUISIANA PAC CORP COM
$12K
HLLYHOLLEY INC COM
$12K
COSCNO FINL GROUP INC COM
$12K
PEGAPEGASYSTEMS INC COM
$12K
4DHDANA INC COM
$12K
ROIVROIVANT SCIENCES LTD SHS
$12K
FIDUFIDELITY MSCI INDUSTRIAL INDEX ETF
$12K
ALLYALLY FINL INC COM
$12K
JJSFJ & J SNACK FOODS CORP COM
$11K
NMFCNEW MTN FIN CORP COM
$11K
PRGOPERRIGO CO PLC SHS
$11K
TOLTOLL BROTHERS INC COM
$11K
SSFSENSIENT TECHNOLOGIES CORP COM
$11K
ESABESAB CORPORATION COM
$11K
KDKYNDRYL HLDGS INC COMMON STOCK
$11K
OFGOFG BANCORP COM
$11K
ACIALBERTSONS COS INC COMMON STOCK
$11K
BAHBOOZ ALLEN HAMILTON HLDG CORP CL A
$11K
VPGVISHAY PRECISION GROUP INC COM
$11K
FTGCFirst Trust Global Tactical Commodity Strategy ETF
$11K
SHOSUNSTONE HOTEL INVS INC NEW COM
$11K
ODP1THE ODP CORP COM
$11K
VTWOVANGUARD RUSSELL 2000 ETF
$11K
SPHRSPHERE ENTERTAINMENT CO CL A
$11K
SBACSBA COMMUNICATIONS CORP NEW CL A
$11K
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