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
JPCNUVEEN PFD & INCOME OPPORTUNIT COM
$134K
CFGCITIZENS FINL GROUP INC COM
$134K
WTWWILLIS TOWERS WATSON PLC LTD SHS
$134K
XLGINVESCO S&P 500 TOP 50 ETF
$134K
IRINGERSOLL RAND INC COM
$134K
MLB1MERCADOLIBRE INC COM
$133K
SCHQSCHWAB LONG-TERM U.S. TREASURY ETF
$132K
YUMYUM BRANDS INC COM
$130K
LADLITHIA MTRS INC COM
$130K
HALOHALOZYME THERAPEUTICS INC COM
$130K
AVUSAVANTIS U.S. EQUITY ETF
$129K
SSBUSDSOUTHSTATE CORPORATION COM
$129K
ESGDISHARES ESG AWARE MSCI EAFE ETF
$129K
IDXXIDEXX LABS INC COM
$127K
FCNCAFIRST CTZNS BANCSHARES INC N C CL A
$127K
ADSKAUTODESK INC COM
$127K
ETHEGRAYSCALE ETHEREUM TRUST (ETH)
$127K
ABNBAIRBNB INC COM CL A
$127K
BAXBAXTER INTL INC COM
$127K
HLNHALEON PLC SPON ADS
$125K
PLDPROLOGIS INC. COM
$125K
ILMNILLUMINA INC COM
$124K
TRMBTRIMBLE INC COM
$124K
STTSTATE STR CORP COM
$124K
VTIPVANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF
$124K
OPRAOPERA LTD SPONSORED ADS
$124K
CFAVICTORYSHARES US 500 VOLATILITY WTD ETF
$123K
ANDEANDERSONS INC COM
$123K
SPLVINVESCO S&P 500 LOW VOLATILITY ETF
$123K
IEIINSIGHT ENTERPRISES INC COM
$123K
MARMARRIOTT INTL INC NEW CL A
$123K
SMHVANECK SEMICONDUCTOR ETF
$122K
AZOAUTOZONE INC COM
$121K
STXSEAGATE TECHNOLOGY HLDNGS PLC ORD SHS
$121K
APPAPPLOVIN CORP COM CL A
$121K
PTNQPACER TRENDPILOT 100 ETF
$121K
AG8AGILENT TECHNOLOGIES INC COM
$121K
HPEHEWLETT PACKARD ENTERPRISE CO COM
$120K
ORIOLD REP INTL CORP COM
$120K
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
$119K
CRCCANADIAN NAT RES LTD COM
$119K
INFNEURINFINERA CORP COM
$118K
PTLCPACER TRENDPILOT US LARGE CAP ETF
$118K
GWWGRAINGER W W INC COM
$117K
RSRELIANCE INC COM
$117K
GPIGROUP 1 AUTOMOTIVE INC COM
$117K
EQREQUITY RESIDENTIAL SH BEN INT
$116K
SMMDISHARES RUSSELL 2500 ETF
$116K
DOCHEALTHPEAK PROPERTIES INC COM
$116K
1939900DBROOKFIELD INFRASTRUCTURE CORP COM SB VTG SHS A
$116K
XAWPXABRDN GLOBAL PREMIER PPTYS FD COM SH BEN INT
$116K
ETRENTERGY CORP NEW COM
$115K
WABWABTEC COM
$115K
JPIBJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF
$115K
LOGILOGITECH INTL S A SHS
$115K
HMCHONDA MOTOR LTD ADR ECH CNV IN 3
$114K
ESEVERSOURCE ENERGY COM
$114K
STRVSTRIVE 500 ETF
$114K
KELKELLANOVA COM
$114K
LNGCHENIERE ENERGY INC COM NEW
$114K
FROFRONTLINE PLC COM
$114K
GIB/ACGI INC CL A SUB VTG
$114K
ZMZOOM VIDEO COMMUNICATIONS INC CL A
$113K
VAWVANGUARD MATERIALS ETF
$113K
SSNCSS&C TECHNOLOGIES HLDGS INC COM
$113K
AITAPPLIED INDL TECHNOLOGIES INC COM
$113K
CTVACORTEVA INC COM
$112K
BLDRBUILDERS FIRSTSOURCE INC COM
$111K
AXONAXON ENTERPRISE INC COM
$111K
KVUEKENVUE INC COM
$110K
EQHEQUITABLE HLDGS INC COM
$110K
KRKROGER CO COM
$110K
DNPDNP SELECT INCOME FD INC COM
$109K
LSCCLATTICE SEMICONDUCTOR CORP COM
$109K
NUENUCOR CORP COM
$109K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$109K
TELTE CONNECTIVITY PLC ORD SHS
$108K
GPCGENUINE PARTS CO COM
$108K
TTELUS CORPORATION COM
$107K
TTDTHE TRADE DESK INC COM CL A
$105K
AMTMAMENTUM HOLDINGS INC COM
$105K
VNOVORNADO RLTY TR SH BEN INT
$104K
UHALU HAUL HOLDING COMPANY COM
$104K
TSNTYSON FOODS INC CL A
$103K
TRPTC ENERGY CORP COM
$103K
SUSUNCOR ENERGY INC NEW COM
$102K
FXEINVESCO CURRENCYSHARES EURO TRUST
$102K
TKCTURKCELL ILETISIM HIZMETLERI SPON ADR NEW
$102K
SUNSUNOCO LP/SUNOCO FIN CORP COM UT REP LP
$101K
PRAPROASSURANCE CORP COM
$101K
SKMSK TELECOM LTD SPONSORED ADR
$101K
PAHUSDELEMENT SOLUTIONS INC COM
$100K
BCCBOISE CASCADE CO DEL COM
$100K
ICLRICON PLC SHS
$100K
NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF
$100K
USMVISHARES MSCI USA MIN VOL FACTOR ETF
$99K
TWLOTWILIO INC CL A
$99K
STNSTANTEC INC COM
$99K
KDPKEURIG DR PEPPER INC COM
$98K
INFYINFOSYS LTD SPONSORED ADR
$97K
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