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
VDEVANGUARD ENERGY ETF
$100K
ZBHZIMMER BIOMET HOLDINGS INC COM
$100K
REEVEREST GROUP LTD COM
$99K
FXEINVESCO CURRENCYSHARES EURO TRUST
$99K
WABWABTEC COM
$98K
TTDTHE TRADE DESK INC COM CL A
$98K
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$98K
GPIGROUP 1 AUTOMOTIVE INC COM
$98K
PDDPDD HOLDINGS INC SPONSORED ADS
$98K
DNPDNP SELECT INCOME FD INC COM
$97K
ATDATI INC COM
$97K
BIDUNBAIDU INC SPON ADR REP A
$97K
MLIMUELLER INDS INC COM
$97K
TTELUS CORPORATION COM
$97K
NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF
$97K
ALCALCON AG ORD SHS
$96K
PTYPIMCO CORPORATE & INCOME OPPOR COM
$96K
ILMNILLUMINA INC COM
$95K
AITAPPLIED INDL TECHNOLOGIES INC COM
$95K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$95K
CNCCENTENE CORP DEL COM
$95K
CFCF INDS HLDGS INC COM
$94K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$94K
MUSAMURPHY USA INC COM
$94K
PRFINVESCO FTSE RAFI US 1000 ETF
$94K
NMRNOMURA HLDGS INC SPONSORED ADR
$93K
SLVMSYLVAMO CORP COMMON STOCK
$93K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$93K
MEOHMETHANEX CORP COM
$93K
SYU1SYNOVUS FINL CORP COM NEW
$92K
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$92K
LSTRLANDSTAR SYS INC COM
$92K
VLTOVERALTO CORP COM SHS
$91K
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM
$91K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$91K
GRCGORMAN RUPP CO COM
$90K
SOFISOFI TECHNOLOGIES INC COM
$90K
CTRACOTERRA ENERGY INC COM
$90K
IUSVISHARES CORE S&P US VALUE ETF
$89K
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF
$89K
UHALU HAUL HOLDING COMPANY COM
$89K
LLOEWS CORP COM
$89K
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF
$89K
NWSANEWS CORP NEW CL A
$89K
MTHMERITAGE HOMES CORP COM
$89K
OXLCLOXFORD LANE CAP CORP COM
$89K
JMUBJPMORGAN MUNICIPAL ETF
$89K
USAIPACER AMERICAN ENERGY INDEPENDENCE ETF
$88K
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$88K
FCFSFIRSTCASH HOLDINGS INC COM
$88K
ETRENTERGY CORP NEW COM
$88K
GDXVANECK GOLD MINERS ETF
$88K
AMANTERO MIDSTREAM CORP COM
$88K
JETSU.S. GLOBAL JETS ETF
$87K
DASHDOORDASH INC CL A
$87K
APTVAPTIV PLC SHS
$87K
BF/ABROWN FORMAN CORP CL A
$86K
NTRNUTRIEN LTD COM
$86K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$86K
SWN1EURSOUTHWESTERN ENERGY CO COM
$86K
DOCUDOCUSIGN INC COM
$86K
VISVANGUARD INDUSTRIALS ETF
$86K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$85K
MRNAMODERNA INC COM
$85K
QSQUANTUMSCAPE CORP COM CL A
$85K
HDVISHARES CORE HIGH DIVIDEND ETF
$85K
APAAPA CORPORATION COM
$85K
PTCPTC INC COM
$84K
EQREQUITY RESIDENTIAL SH BEN INT
$84K
HDGEGBPADVISORSHARES RANGER EQUITY BEAR ETF
$84K
IDAIDACORP INC COM
$84K
PNWPINNACLE WEST CAP CORP COM
$84K
ELANELANCO ANIMAL HEALTH INC COM
$84K
THCTENET HEALTHCARE CORP COM NEW
$84K
FSLRFIRST SOLAR INC COM
$83K
NPKINEWPARK RES INC COM PAR $.01NEW
$83K
PAHUSDELEMENT SOLUTIONS INC COM
$82K
FTVFORTIVE CORP COM
$82K
CPBCAMPBELL SOUP CO COM
$82K
BTOHANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW
$82K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$82K
LCIILCI INDS COM
$82K
NWENORTHWESTERN ENERGY GROUP INC COM NEW
$81K
AGNCAGNC INVT CORP COM
$81K
HBC2HSBC HLDGS PLC SPON ADR NEW
$81K
HASHASBRO INC COM
$81K
MBLYMOBILEYE GLOBAL INC COMMON CLASS A
$80K
AXONAXON ENTERPRISE INC COM
$80K
IVOOVANGUARD S&P MID-CAP 400 ETF
$80K
WYWEYERHAEUSER CO MTN BE COM NEW
$79K
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
$79K
TEAMATLASSIAN CORPORATION CL A
$79K
TOSTTOAST INC CL A
$79K
PSAPUBLIC STORAGE OPER CO COM
$79K
TBILUS TREASURY 3 MONTH BILL ETF
$79K
KDPKEURIG DR PEPPER INC COM
$79K
IMOSCHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW
$79K
GILGILDAN ACTIVEWEAR INC COM
$79K
VNOVORNADO RLTY TR SH BEN INT
$79K
BTOB2GOLD CORP COM
$78K
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