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
MTDMETTLER TOLEDO INTERNATIONAL COM
$177K
ULTAULTA BEAUTY INC COM
$177K
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A
$176K
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$176K
BNBROOKFIELD CORP CL A LTD VT SH
$176K
SHYGISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
$175K
LWLAMB WESTON HLDGS INC COM
$175K
GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF
$174K
ITTITT INC COM
$174K
SECTMAIN SECTOR ROTATION ETF
$174K
URIUNITED RENTALS INC COM
$173K
TIPISHARES TIPS BOND ETF
$172K
TMTOYOTA MOTOR CORP ADS
$171K
NTAPNETAPP INC COM
$171K
EBAEBAY INC. COM
$171K
WSCWILLSCOT HLDGS CORP COM CL A
$171K
TECK/BTECK RESOURCES LTD CL B
$171K
KBHKB HOME COM
$170K
MFCMANULIFE FINL CORP COM
$170K
UGIUGI CORP NEW COM
$170K
AVBAVALONBAY CMNTYS INC COM
$170K
TPLCTIMOTHY PLAN HIGH DIVIDEND STOCK ENHANCED ETF
$166K
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
$165K
BKHBLACK HILLS CORP COM
$165K
IWBISHARES RUSSELL 1000 ETF
$165K
PINSPINTEREST INC CL A
$165K
JGHNUVEEN GLOBAL HIGH INCOME FD SHS
$164K
QQQMINVESCO NASDAQ 100 ETF
$164K
SNPSSYNOPSYS INC COM
$164K
IUSGISHARES CORE S&P U.S. GROWTH ETF
$163K
FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C
$162K
WDCWESTERN DIGITAL CORP COM
$160K
EVREVERCORE INC CLASS A
$160K
ANAUTONATION INC COM
$159K
PNRPENTAIR PLC SHS
$159K
CMSCMS ENERGY CORP COM
$159K
NXPINXP SEMICONDUCTORS N V COM
$159K
XFOFXCOHEN & STEERS CLOSED-END OPPO COM
$159K
GNRCGENERAC HLDGS INC COM
$157K
GRMNGARMIN LTD SHS
$157K
TRVTRAVELERS COMPANIES INC COM
$157K
NDAQNASDAQ INC COM
$157K
BKRBAKER HUGHES COMPANY CL A
$156K
SLBSCHLUMBERGER LTD COM STK
$156K
CMECME GROUP INC COM
$155K
MCHPMICROCHIP TECHNOLOGY INC. COM
$154K
ECLECOLAB INC COM
$154K
SPTISPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF
$154K
SCHBSCHWAB U.S. BROAD MARKET ETF
$154K
TBILUS TREASURY 3 MONTH BILL ETF
$153K
BKSY/WSBLACKSKY TECHNOLOGY INC WT EXP 090926
$153K
ROKROCKWELL AUTOMATION INC COM
$152K
VODVODAFONE GROUP PLC NEW SPONSORED ADR
$151K
MCXMCCORMICK & CO INC COM NON VTG
$151K
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
$151K
EENI S P A SPONSORED ADR
$151K
BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR
$150K
LULULULULEMON ATHLETICA INC COM
$150K
ELDELDORADO GOLD CORP NEW COM
$149K
CCOCAMECO CORP COM
$149K
DBLDOUBLELINE OPPORTUNISTIC CR FD COM
$149K
IMOIMPERIAL OIL LTD COM NEW
$149K
DOWDOW INC COM
$148K
IJKISHARES S&P MID-CAP 400 GROWTH ETF
$148K
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF
$148K
KNSLKINSALE CAP GROUP INC COM
$147K
MUSAMURPHY USA INC COM
$146K
GLWCORNING INC COM
$146K
MRVLMARVELL TECHNOLOGY INC COM
$146K
KMXCARMAX INC COM
$145K
PEGPUBLIC SVC ENTERPRISE GRP INC COM
$144K
ZSZSCALER INC COM
$144K
IQLTISHARES MSCI INTL QUALITY FACTOR ETF
$144K
FASTFASTENAL CO COM
$143K
DTEDTE ENERGY CO COM
$143K
THCTENET HEALTHCARE CORP COM NEW
$143K
EGPEASTGROUP PPTYS INC COM
$142K
BHPBHP GROUP LTD SPONSORED ADS
$142K
BRBROADRIDGE FINL SOLUTIONS INC COM
$142K
GVAGRANITE CONSTR INC COM
$142K
HUMHUMANA INC COM
$141K
SPBSPECTRUM BRANDS HLDGS INC NEW COM
$141K
CGXUCAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF
$140K
IFRAISHARES U.S. INFRASTRUCTURE ETF
$140K
JCIJOHNSON CTLS INTL PLC SHS
$140K
BMOBANK MONTREAL QUE COM
$140K
SPYVSPDR PORTFOLIO S&P 500 VALUE ETF
$139K
FOURSHIFT4 PMTS INC CL A
$138K
PCGPG&E CORP COM
$138K
HUBBHUBBELL INC COM
$138K
LRGFISHARES U.S. EQUITY FACTOR ETF
$138K
FDSFACTSET RESH SYS INC COM
$137K
CHTCHUNGHWA TELECOM CO LTD SPON ADR NEW11
$137K
OMFLINVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF
$137K
RXSTRXSIGHT INC COM
$137K
VICIVICI PPTYS INC COM
$136K
VRSKVERISK ANALYTICS INC COM
$136K
EMEEMCOR GROUP INC COM
$136K
BYLDISHARES YIELD OPTIMIZED BOND ETF
$136K
CPRTCOPART INC COM
$134K
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