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 |
|---|---|
JPMEJPMORGAN DIVERSIFIED RETURN U.S. MID CAP EQUITY ETF | $357K |
LPLALPL FINL HLDGS INC COM | $356K |
NOCNORTHROP GRUMMAN CORP COM | $356K |
SHELSHELL PLC SPON ADS | $355K |
TFCTRUIST FINL CORP COM | $354K |
VSTVISTRA CORP COM | $353K |
ZWSZURN ELKAY WATER SOLNS CORP COM | $351K |
ABGCENCORA INC COM | $349K |
COKECOCA COLA CONS INC COM | $349K |
ITWILLINOIS TOOL WKS INC COM | $345K |
ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | $344K |
CDLVICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF | $343K |
INTUINTUIT COM | $342K |
BMYBRISTOL-MYERS SQUIBB CO COM | $341K |
LDOSLEIDOS HOLDINGS INC COM | $340K |
MPWRMONOLITHIC PWR SYS INC COM | $338K |
PAYXPAYCHEX INC COM | $338K |
WITWIPRO LTD SPON ADR 1 SH | $336K |
OLEDUNIVERSAL DISPLAY CORP COM | $336K |
SPGIS&P GLOBAL INC COM | $335K |
EXPOEXPONENT INC COM | $332K |
OREALTY INCOME CORP COM | $331K |
CITHE CIGNA GROUP COM | $329K |
GEVGE VERNOVA INC COM | $328K |
ARESARES MANAGEMENT CORPORATION CL A COM STK | $327K |
SPGSIMON PPTY GROUP INC NEW COM | $325K |
FFORD MTR CO COM | $323K |
CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | $322K |
SAPSAP SE SPON ADR | $321K |
CDNSCADENCE DESIGN SYSTEM INC COM | $321K |
IQVIQVIA HLDGS INC COM | $320K |
PWBINVESCO LARGE CAP GROWTH ETF | $318K |
EFAXSPDR MSCI EAFE FOSSIL FUEL FREE ETF | $317K |
EMREMERSON ELEC CO COM | $317K |
PWRQUANTA SVCS INC COM | $315K |
SAIASAIA INC COM | $314K |
SRESEMPRA COM | $312K |
NVSNNOVARTIS AG SPONSORED ADR | $311K |
BINCISHARES FLEXIBLE INCOME ACTIVE ETF | $311K |
DFSEURDISCOVER FINL SVCS COM | $308K |
FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | $305K |
AEPAMERICAN ELEC PWR CO INC COM | $303K |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $302K |
BFAMBRIGHT HORIZONS FAM SOL IN DEL COM | $301K |
KEYSKEYSIGHT TECHNOLOGIES INC COM | $301K |
VOVANGUARD MID-CAP ETF | $300K |
TBGTBG DIVIDEND FOCUS ETF | $300K |
CRLCHARLES RIV LABS INTL INC COM | $299K |
DVADAVITA INC COM | $299K |
SITESITEONE LANDSCAPE SUPPLY INC COM | $298K |
CAGCONAGRA BRANDS INC COM | $298K |
CHRWC H ROBINSON WORLDWIDE INC COM NEW | $296K |
THOTHOR INDS INC COM | $296K |
TDYTELEDYNE TECHNOLOGIES INC COM | $295K |
OTISOTIS WORLDWIDE CORP COM | $295K |
MDTMEDTRONIC PLC SHS | $292K |
SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | $289K |
HIGHARTFORD FINL SVCS GROUP INC COM | $288K |
OKEONEOK INC NEW COM | $285K |
IVLUISHARES MSCI INTL VALUE FACTOR ETF | $285K |
DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | $284K |
KBIAKB FINL GROUP INC SPONSORED ADR | $283K |
BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | $281K |
LHLABCORP HOLDINGS INC COM SHS | $281K |
TLTISHARES 20 YEAR TREASURY BOND ETF | $280K |
CHECHEMED CORP NEW COM | $280K |
IPINTERNATIONAL PAPER CO COM | $278K |
WELLWELLTOWER INC COM | $278K |
ADMARCHER DANIELS MIDLAND CO COM | $276K |
RELXRELX PLC SPONSORED ADR | $275K |
KHCKRAFT HEINZ CO COM | $274K |
AFLAFLAC INC COM | $274K |
ALSALLSTATE CORP COM | $274K |
ETENERGY TRANSFER L P COM UT LTD PTN | $274K |
NSPINSPERITY INC COM | $273K |
NSCNORFOLK SOUTHN CORP COM | $272K |
RCLROYAL CARIBBEAN GROUP COM | $271K |
PHPARKER-HANNIFIN CORP COM | $269K |
BJBJS WHSL CLUB HLDGS INC COM | $269K |
FISFIDELITY NATL INFORMATION SVCS COM | $266K |
SMGSCOTTS MIRACLE-GRO CO CL A | $266K |
FLAUFRANKLIN FTSE AUSTRALIA ETF | $264K |
IJJISHARES S&P MID-CAP 400 VALUE ETF | $263K |
OUNZVANECK MERK GOLD ETF | $263K |
NRANRG ENERGY INC COM NEW | $262K |
CAHCARDINAL HEALTH INC COM | $260K |
ONON SEMICONDUCTOR CORP COM | $259K |
VEUVanguard FTSE All-World Ex-US Index Fund ETF | $255K |
T7DTRANSDIGM GROUP INC COM | $254K |
COINCOINBASE GLOBAL INC COM CL A | $253K |
MCOMOODYS CORP COM | $252K |
TMUST-MOBILE US INC COM | $252K |
AMEAMETEK INC COM | $250K |
PPCPILGRIMS PRIDE CORP COM | $248K |
SHOPSHOPIFY INC CL A | $247K |
SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | $246K |
LRCXLAM RESEARCH CORP COM NEW | $244K |
MOSMOSAIC CO NEW COM | $242K |
SPOTSPOTIFY TECHNOLOGY S A SHS | $242K |
HLTHILTON WORLDWIDE HLDGS INC COM | $241K |