EverSource Wealth Advisors, LLC Q3 2024 Filing

Filed November 8, 2024

Portfolio Value

$1.6B

Holdings

3,048

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (3,048 positions)

StockValue
QSQUANTUMSCAPE CORP COM CL A
$76K
FEFIRSTENERGY CORP COM
$75K
BAMBROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS
$75K
NWSANEWS CORP NEW CL A
$75K
KTKT CORP SPONSORED ADR
$75K
MMYTMAKEMYTRIP LIMITED MAURITIUS SHS
$75K
BKBANK NEW YORK MELLON CORP COM
$74K
AVGEAVANTIS ALL EQUITY MARKETS ETF
$74K
MKLMARKEL GROUP INC COM
$74K
BALLBALL CORP COM
$74K
LUVSOUTHWEST AIRLS CO COM
$74K
EIXEDISON INTL COM
$73K
PCARPACCAR INC COM
$73K
NGGNATIONAL GRID PLC SPONSORED ADR NE
$73K
CMCANADIAN IMPERIAL BK COMM COM
$73K
CMACOMERICA INC COM
$72K
MVTBLACKROCK MUNIVEST FD II INC COM
$72K
FMXFOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS
$72K
BCXBLACKROCK RES & COMMODITIES ST SHS
$72K
OGNORGANON & CO COMMON STOCK
$72K
GGGGRACO INC COM
$71K
BURLBURLINGTON STORES INC COM
$71K
FDUSFIDUS INVT CORP COM
$70K
IXORIX CORP SPONSORED ADR
$70K
HBANHUNTINGTON BANCSHARES INC COM
$70K
SAICSCIENCE APPLICATIONS INTL CORP COM
$70K
OBDCBLUE OWL CAPITAL CORPORATION COM
$70K
NTRNUTRIEN LTD COM
$70K
IMOSCHIPMOS TECHNOLOGIES INC SPONSORD ADS NEW
$70K
RWOSPDR DOW JONES GLOBAL REAL ESTATE ETF
$70K
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
$70K
XIFRNEXTERA ENERGY PARTNERS LP COM UNIT PART IN
$69K
WESWESTERN MIDSTREAM PARTNERS LP COM UNIT LP INT
$69K
VOXVANGUARD COMMUNICATION SERVICES ETF
$69K
QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF
$69K
JPIEJPMORGAN INCOME ETF
$69K
SRJSPARTANNASH CO COM
$68K
CHKPCHECK POINT SOFTWARE TECH LTD ORD
$68K
EWEDWARDS LIFESCIENCES CORP COM
$67K
OMCOMNICOM GROUP INC COM
$67K
BDNBRANDYWINE RLTY TR SH BEN INT NEW
$67K
INGING GROEP N.V. SPONSORED ADR
$67K
PPLPEMBINA PIPELINE CORP COM
$67K
PSAPUBLIC STORAGE OPER CO COM
$67K
TDTORONTO DOMINION BK ONT COM NEW
$66K
HEFAISHARES CURRENCY HEDGED MSCI EAFE ETF
$66K
FVDFIRST TRUST VALUE LINE DIVIDEND INDEX FUND
$66K
MNSTMONSTER BEVERAGE CORP NEW COM
$66K
PSOPEARSON PLC SPONSORED ADR
$66K
PAUGINNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST
$66K
CBTCABOT CORP COM
$66K
ELANELANCO ANIMAL HEALTH INC COM
$66K
GHCGRAHAM HLDGS CO COM CL B
$66K
FEMRFIDELITY ENHANCED LARGE CAP VALUE ETF
$66K
LBRDKLIBERTY BROADBAND CORP COM SER C
$66K
KEPKOREA ELEC PWR CORP SPONSORED ADR
$66K
SSOPROSHARES ULTRA S&P 500
$66K
XRNPXCOHEN & STEERS REIT & PFD & IN COM
$65K
AQLTISHARES SELECT DIVIDEND ETF
$65K
SOXXISHARES SEMICONDUCTOR ETF
$65K
BRKRBRUKER CORP COM
$65K
BONDPIMCO ACTIVE BOND EXCHANGE-TRADED FUND
$65K
XFLTXAI OCTAGN FLT RAT & ALT INM T COM
$65K
APAAPA CORPORATION COM
$65K
EMGFISHARES EMERGING MARKETS EQUITY FACTOR ETF
$65K
AESAES CORP COM
$64K
RDIVINVESCO S&P ULTRA DIVIDEND REVENUE ETF
$64K
GGENPACT LIMITED SHS
$64K
ECCEAGLE POINT CREDIT COMPANY INC COM
$64K
NOMDNOMAD FOODS LTD USD ORD SHS
$64K
USALIBERTY ALL STAR EQUITY FD SH BEN INT
$64K
BBYBEST BUY INC COM
$64K
RFMZRIVERNORTH FLEXIBLE MUNI INCME COM
$64K
PDOPIMCO DYNAMIC INCOME OPRNTS FD COM BEN SHS
$64K
MAAMID-AMER APT CMNTYS INC COM
$63K
JOEST JOE CO COM
$63K
LYVLIVE NATION ENTERTAINMENT INC COM
$63K
AQN.TOALGONQUIN PWR UTILS CORP COM
$63K
FRTFEDERAL RLTY INVT TR NEW SH BEN INT NEW
$63K
BRSPBRIGHTSPIRE CAPITAL INC COM CL A
$63K
LYGLLOYDS BANKING GROUP PLC SPONSORED ADR
$62K
NYTNEW YORK TIMES CO CL A
$62K
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY
$62K
SUXTD SYNNEX CORPORATION COM
$62K
MZTILANCASTER COLONY CORP COM
$62K
LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
$62K
PPAINVESCO AEROSPACE & DEFENSE ETF
$62K
CVNACARVANA CO CL A
$61K
TALTAL EDUCATION GROUP SPONSORED ADS
$61K
PNWPINNACLE WEST CAP CORP COM
$60K
NLOPNET LEASE OFFICE PROPERTIES COM
$60K
EX9EXELIXIS INC COM
$60K
VALEVALE S A SPONSORED ADS
$60K
SLRCSLR INVESTMENT CORP COM
$60K
HERDPACER CASH COWS FUND OF FUNDS ETF
$60K
WPPWPP PLC NEW ADR
$60K
USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
$60K
CBRECBRE GROUP INC CL A
$60K
SWKSTANLEY BLACK & DECKER INC COM
$60K
SPTSSPDR PORTFOLIO SHORT TERM TREASURY ETF
$59K
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