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
SPOTSPOTIFY TECHNOLOGY S A SHS
$242K
HLTHILTON WORLDWIDE HLDGS INC COM
$241K
DYHTARGET CORP COM
$241K
SNYSANOFI SPONSORED ADR
$239K
MSIMOTOROLA SOLUTIONS INC COM NEW
$239K
AMTAMERICAN TOWER CORP NEW COM
$236K
COFCAPITAL ONE FINL CORP COM
$236K
SMCISUPER MICRO COMPUTER INC COM NEW
$235K
IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF
$235K
METMETLIFE INC COM
$235K
WFWOORI FINL GROUP INC SPONSORED ADS
$235K
QUVUHARTFORD QUALITY VALUE ETF
$234K
ARCCARES CAPITAL CORP COM
$233K
TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF
$233K
PHYS/USPROTT PHYSICAL GOLD TR UNIT
$233K
VRTVERTIV HOLDINGS CO COM CL A
$233K
GMGENERAL MTRS CO COM
$233K
MDYSPDR S&P MIDCAP 400 ETF TRUST
$232K
PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF
$232K
AONAON PLC SHS CL A
$231K
XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
$229K
NVTNVENT ELECTRIC PLC SHS
$229K
HLIHOULIHAN LOKEY INC CL A
$228K
TRGPTARGA RES CORP COM
$226K
DTMDT MIDSTREAM INC COMMON STOCK
$226K
LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF
$225K
APHAMPHENOL CORP NEW CL A
$223K
DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF
$222K
WDAYWORKDAY INC CL A
$220K
EXPIEXP WORLD HLDGS INC COM
$220K
SWSMURFIT WESTROCK PLC SHS
$220K
IWRISHARES RUSSELL MIDCAP ETF
$219K
BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY
$218K
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW
$218K
EMBISHARES JP MORGAN USD EMERGING MARKETS BOND ETF
$217K
PRUPRUDENTIAL FINL INC COM
$216K
BMTABRITISH AMERN TOB PLC SPONSORED ADR
$216K
EAELECTRONIC ARTS INC COM
$216K
MSCIMSCI INC COM
$212K
KMIKINDER MORGAN INC DEL COM
$211K
HCAHCA HEALTHCARE INC COM
$211K
CHDCHURCH & DWIGHT CO INC COM
$211K
AYIACUITY BRANDS INC COM
$210K
SFMSPROUTS FMRS MKT INC COM
$210K
CMICUMMINS INC COM
$208K
HUBSHUBSPOT INC COM
$208K
STIPISHARES 0-5 YEAR TIPS BOND ETF
$208K
DEODIAGEO PLC SPON ADR NEW
$207K
TTENTOTALENERGIES SE SPONSORED ADS
$207K
EQIXEQUINIX INC COM
$206K
BSXBOSTON SCIENTIFIC CORP COM
$204K
UALUNITED AIRLS HLDGS INC COM
$204K
CNPCENTERPOINT ENERGY INC COM
$203K
OSISOSI SYSTEMS INC COM
$203K
SONYSONY GROUP CORP SPONSORED ADR
$202K
VRTXVERTEX PHARMACEUTICALS INC COM
$201K
SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
$201K
ITGARTNER INC COM
$201K
ENSGENSIGN GROUP INC COM
$200K
ULUNILEVER PLC SPON ADR NEW
$200K
FQIDIGITAL RLTY TR INC COM
$199K
IRMIRON MTN INC DEL COM
$199K
CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS
$199K
IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
$198K
MTBM & T BK CORP COM
$197K
SYYSYSCO CORP COM
$196K
UBSUBS GROUP AG SHS
$196K
LHXL3HARRIS TECHNOLOGIES INC COM
$196K
RACEFERRARI N V COM
$196K
USBUS BANCORP DEL COM NEW
$195K
DDOGDATADOG INC CL A COM
$194K
GBTCGRAYSCALE BITCOIN TRUST
$194K
FORFORESTAR GROUP INC COM
$193K
FSKFS KKR CAP CORP COM
$193K
STESTERIS PLC SHS USD
$191K
UMCUNITED MICROELECTRONICS CORP SPON ADR NEW
$191K
CHTRCHARTER COMMUNICATIONS INC NEW CL A
$191K
7HPHP INC COM
$191K
AIGAMERICAN INTL GROUP INC COM NEW
$190K
ITOTISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
$190K
PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY
$190K
SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
$189K
DDDUPONT DE NEMOURS INC COM
$188K
GILDGILEAD SCIENCES INC COM
$187K
NEMNEWMONT CORP COM
$186K
BDXBECTON DICKINSON & CO COM
$186K
DGDOLLAR GEN CORP NEW COM
$185K
VMCVULCAN MATLS CO COM
$185K
SCHFSCHWAB INTERNATIONAL EQUITY ETF
$185K
INTCINTEL CORP COM
$184K
RIORIO TINTO PLC SPONSORED ADR
$184K
RYROYAL BK CDA COM
$184K
PEOEXELON CORP COM
$183K
8CWCROWN CASTLE INC COM
$182K
ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS
$181K
CLSCELESTICA INC COM
$181K
HDBHDFC BANK LTD SPONSORED ADS
$180K
TBBKBANCORP INC DEL COM
$180K
SCCOSOUTHERN COPPER CORP COM
$180K
KWEBKRANESHARES CSI CHINA INTERNET ETF
$179K
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