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
07WAMR COOPER GROUP INC COM
$97K
RMERESMED INC COM
$96K
ATDATI INC COM
$96K
PTYPIMCO CORPORATE & INCOME OPPOR COM
$96K
PRFINVESCO FTSE RAFI US 1000 ETF
$96K
FSLRFIRST SOLAR INC COM
$96K
CRSCARPENTER TECHNOLOGY CORP COM
$95K
CNCCENTENE CORP DEL COM
$95K
TKOTKO GROUP HOLDINGS INC CL A
$95K
SANBANCO SANTANDER S.A. ADR
$95K
BIDUNBAIDU INC SPON ADR REP A
$94K
VLTOVERALTO CORP COM SHS
$94K
ZBHZIMMER BIOMET HOLDINGS INC COM
$94K
SESEA LTD SPONSORD ADS
$94K
HDGEGBPADVISORSHARES RANGER EQUITY BEAR ETF
$94K
ENQENTEGRIS INC COM
$94K
GSKGSK PLC SPONSORED ADR
$93K
WECWEC ENERGY GROUP INC COM
$93K
RPRXROYALTY PHARMA PLC SHS CLASS A
$93K
HQHABRDN HEALTHCARE INVESTORS SH BEN INT
$93K
FNFFIDELITY NATIONAL FINANCIAL IN FNF GROUP COM
$93K
DONWISDOMTREE U.S. MIDCAP DIVIDEND FUND
$93K
GDXVANECK GOLD MINERS ETF
$92K
IUSVISHARES CORE S&P US VALUE ETF
$92K
FTVFORTIVE CORP COM
$92K
AGOXADAPTIVE ALPHA OPPORTUNITIES ETF
$92K
HASHASBRO INC COM
$91K
VDEVANGUARD ENERGY ETF
$91K
BNSBANK NOVA SCOTIA HALIFAX COM
$91K
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$91K
USAIPACER AMERICAN ENERGY INDEPENDENCE ETF
$91K
GHIGREYSTONE HOUSING IMPACT INVES BEN UNIT CTF
$91K
BF/ABROWN FORMAN CORP CL A
$91K
VNTVONTIER CORPORATION COM
$91K
LCIILCI INDS COM
$90K
JMUBJPMORGAN MUNICIPAL ETF
$90K
HESHESS CORP COM
$90K
IESCIES HLDGS INC COM
$90K
VISVANGUARD INDUSTRIALS ETF
$90K
CFCF INDS HLDGS INC COM
$89K
POCTINNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER
$89K
TEAMATLASSIAN CORPORATION CL A
$89K
ALNYALNYLAM PHARMACEUTICALS INC COM
$89K
LLOEWS CORP COM
$89K
CTRACOTERRA ENERGY INC COM
$89K
THQABRDN HEALTHCARE OPPORTUNITIES SHS
$88K
AFRMAFFIRM HLDGS INC COM CL A
$88K
CNRCANADIAN NATL RY CO COM
$88K
LYBLYONDELLBASELL INDUSTRIES N V SHS - A -
$88K
PDBCINVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
$87K
TOSTTOAST INC CL A
$87K
HDVISHARES CORE HIGH DIVIDEND ETF
$87K
IXCISHARES GLOBAL ENERGY ETF
$87K
HBC2HSBC HLDGS PLC SPON ADR NEW
$86K
GRCGORMAN RUPP CO COM
$86K
AGNCAGNC INVT CORP COM
$85K
VCLTVANGUARD LONG-TERM CORPORATE BOND ETF
$85K
KIMKIMCO RLTY CORP COM
$85K
UFPTUFP TECHNOLOGIES INC COM
$85K
IEXIDEX CORP COM
$84K
STLDSTEEL DYNAMICS INC COM
$84K
JLLJONES LANG LASALLE INC COM
$84K
ROSTROSS STORES INC COM
$84K
SWN1EURSOUTHWESTERN ENERGY CO COM
$84K
OXLCLOXFORD LANE CAP CORP COM
$84K
LPLLG DISPLAY CO LTD SPONS ADR REP
$84K
TTWOTAKE-TWO INTERACTIVE SOFTWARE COM
$83K
ALCALCON AG ORD SHS
$83K
BTOHANCOCK JOHN FINL OPPTYS FD SH BEN INT NEW
$83K
SNNSMITH & NEPHEW PLC SPDN ADR NEW
$83K
UTGREAVES UTIL INCOME FD COM SH BEN INT
$82K
RITMRITHM CAPITAL CORP COM NEW
$82K
PIPRPIPER SANDLER COMPANIES COM
$82K
PDIPIMCO DYNAMIC INCOME FD SHS
$81K
UTENUS TREASURY 10 YEAR NOTE ETF
$81K
DELLDELL TECHNOLOGIES INC CL C
$81K
JETSU.S. GLOBAL JETS ETF
$81K
IVOOVANGUARD S&P MID-CAP 400 ETF
$80K
SOFISOFI TECHNOLOGIES INC COM
$80K
NMRNOMURA HLDGS INC SPONSORED ADR
$80K
THWABRDN WORLD HEALTHCARE FUND BEN INT SHS
$80K
PAMPAMPA ENERGIA S A SPONS ADR LVL I
$79K
CPTCAMDEN PPTY TR SH BEN INT
$79K
STLASTELLANTIS N.V SHS
$78K
ALBALBEMARLE CORP COM
$78K
PDDPDD HOLDINGS INC SPONSORED ADS
$78K
MRO*MARATHON OIL CORP COM
$78K
MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS
$77K
DOCUDOCUSIGN INC COM
$77K
STWDSTARWOOD PPTY TR INC COM
$77K
RQICOHEN & STEERS QUALITY INCOME COM
$77K
IDAIDACORP INC COM
$77K
CITCINTAS CORP COM
$77K
AERAERCAP HOLDINGS NV SHS
$76K
DSGDESCARTES SYS GROUP INC COM
$76K
PDECINNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER
$76K
ORANYORANGE SPONSORED ADR
$76K
BF/BBROWN FORMAN CORP CL B
$76K
CWCURTISS WRIGHT CORP COM
$76K
PWVINVESCO LARGE CAP VALUE ETF
$76K
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