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)
| Stock | Value |
|---|---|
PG4PRINCIPAL FINANCIAL GROUP INC COM | $59K |
CSWCCAPITAL SOUTHWEST CORP COM | $59K |
IGMISHARES EXPANDED TECH SECTOR ETF | $59K |
CLFCLEVELAND-CLIFFS INC NEW COM | $59K |
OHIOMEGA HEALTHCARE INVS INC COM | $59K |
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX EXCHANGE-TRADED FUND | $59K |
RGAREINSURANCE GRP OF AMERICA INC COM NEW | $58K |
DCIDONALDSON INC COM | $58K |
REEVEREST GROUP LTD COM | $58K |
SYU1SYNOVUS FINL CORP COM NEW | $58K |
SCHASCHWAB U.S. SMALL-CAP ETF | $57K |
PBFPBF ENERGY INC CL A | $57K |
AFWALIGN TECHNOLOGY INC COM | $57K |
VEEVVEEVA SYS INC CL A COM | $57K |
VFCV F CORP COM | $57K |
DASHDOORDASH INC CL A | $57K |
SMSM ENERGY CO COM | $57K |
SEESEALED AIR CORP NEW COM | $57K |
BDECINNOVATOR U.S. EQUITY BUFFER ETF - DECEMBER | $57K |
VPUVANGUARD UTILITIES ETF | $57K |
ARIAPOLLO COML REAL EST FIN INC COM | $57K |
TPVGTRIPLEPOINT VENTURE GROWTH BDC COM | $56K |
ERICTELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10 | $56K |
MLIMUELLER INDS INC COM | $56K |
AMCRAMCOR PLC ORD | $56K |
FTNTFORTINET INC COM | $56K |
TRNTRINITY INDS INC COM | $56K |
AIZASSURANT INC COM | $56K |
ARWARROW ELECTRS INC COM | $56K |
BCSBARCLAYS PLC ADR | $55K |
SMMVISHARES MSCI USA SMALL-CAP MIN VOL FACTOR ETF | $55K |
CFRCULLEN FROST BANKERS INC COM | $55K |
DBDEUTSCHE BANK A G NAMEN AKT | $55K |
PECOPHILLIPS EDISON & CO INC COMMON STOCK | $55K |
VBKVANGUARD SMALL-CAP GROWTH ETF | $55K |
AWMSKYWORKS SOLUTIONS INC COM | $55K |
UTFCOHEN & STEERS INFRASTRUCTURE COM | $54K |
MAINMAIN STR CAP CORP COM | $54K |
JXNJACKSON FINANCIAL INC COM CL A | $54K |
IYHISHARES U.S. HEALTHCARE ETF | $54K |
APOAPOLLO GLOBAL MGMT INC COM | $54K |
MODMODINE MFG CO COM | $54K |
VIVTELEFONICA BRASIL SA NEW ADR | $54K |
HYTBLACKROCK CORPOR HI YLD FD INC COM | $54K |
JHXJAMES HARDIE INDS PLC SPONSORED ADR | $54K |
CHRDCHORD ENERGY CORPORATION COM NEW | $54K |
ABXBARRICK GOLD CORP COM | $53K |
PAYCPAYCOM SOFTWARE INC COM | $53K |
DYDYCOM INDS INC COM | $53K |
WSMWILLIAMS SONOMA INC COM | $53K |
ARGXARGENX SE SPONSORED ADR | $53K |
SIXGDEFIANCE CONNECTIVE TECHNOLOGIES ETF | $53K |
HRHEALTHCARE RLTY TR CL A COM | $53K |
TDWTIDEWATER INC NEW COM | $53K |
CAPLCROSSAMERICA PARTNERS LP UT LTD PTN INT | $52K |
MAPSWM TECHNOLOGY INC COM | $52K |
RLIRLI CORP COM | $52K |
KJANINNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY | $52K |
DSLDOUBLELINE INCOME SOLUTIONS FD COM | $52K |
SRSPIRE INC COM | $52K |
POWAINVESCO BLOOMBERG PRICING POWER ETF | $52K |
IHGINTERCONTINENTAL HOTELS GROUP SPONSORED ADS | $52K |
TLHISHARES 10-20 YEAR TREASURY BOND ETF | $51K |
HHYATT HOTELS CORP COM CL A | $51K |
DRIDARDEN RESTAURANTS INC COM | $51K |
SPSCSPS COMM INC COM | $51K |
EAPRINNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL | $51K |
CCDCALAMOS DYNAMIC CONV & INCOME COM | $51K |
VCRVANGUARD CONSUMER DISCRETIONARY ETF | $51K |
AQLTISHARES U.S. TREASURY BOND ETF | $51K |
DLTRDOLLAR TREE INC COM | $51K |
NDMONUVEEN DYNAMIC MUN OPPORTUNITI COM SHS | $50K |
TBLATABOOLA.COM LTD ORD SHS | $50K |
SCZISHARES MSCI EAFE SMALL-CAP ETF | $50K |
53SBRIDGE INVT GROUP HLDGS INC COM CL A | $50K |
WYWEYERHAEUSER CO MTN BE COM NEW | $50K |
PKNREVVITY INC COM | $50K |
CMBTCMB.TECH NV SHS | $50K |
DJTTRUMP MEDIA & TECHNOLOGY GROUP COM | $50K |
IPGINTERPUBLIC GROUP COS INC COM | $50K |
IFFINTERNATIONAL FLAVORS&FRAGRANC COM | $49K |
EPREPR PPTYS COM SH BEN INT | $49K |
ARKKARK INNOVATION ETF | $49K |
FSCOFS CREDIT OPPORTUNITIES CORP COMMON STOCK | $49K |
PAGSPAGSEGURO DIGITAL LTD COM CL A | $49K |
AVTAVNET INC COM | $49K |
MTGMGIC INVT CORP WIS COM | $49K |
EQNREQUINOR ASA SPONSORED ADR | $49K |
IJANINNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY | $49K |
VDCVANGUARD CONSUMER STAPLES ETF | $49K |
TAKTAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS | $49K |
AVTRAVANTOR INC COM | $49K |
ROKUROKU INC COM CL A | $48K |
ACIOAPTUS COLLARED INVESTMENT OPPORTUNITY ETF | $48K |
JHGJANUS HENDERSON GROUP PLC ORD SHS | $48K |
EOSEATON VANCE ENHANCED EQUITY IN COM | $48K |
SLGSL GREEN RLTY CORP COM | $48K |
SEICSEI INVTS CO COM | $48K |
IVTINVENTRUST PPTYS CORP COM NEW | $47K |
MPTMEDICAL PPTYS TRUST INC COM | $47K |