EverSource Wealth Advisors, LLC Q4 2023 Filing

Filed February 9, 2024

Portfolio Value

$1.1B

Holdings

2,640

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (2,640 positions)

StockValue
HYSPIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF
$22K
AVAAVISTA CORP COM
$22K
ALKALASKA AIR GROUP INC COM
$22K
PLUSEPLUS INC COM
$22K
TECHBIO-TECHNE CORP COM
$21K
HPHELMERICH & PAYNE INC COM
$21K
AYIACUITY BRANDS INC COM
$21K
DLODLOCAL LTD CLASS A COM
$21K
DIODDIODES INC COM
$21K
HOGHARLEY DAVIDSON INC COM
$21K
COLLCOLLEGIUM PHARMACEUTICAL INC COM
$21K
CAECAE INC COM
$21K
EAGGISHARES ESG AWARE US AGGREGATE BOND ETF
$21K
RLRALPH LAUREN CORP CL A
$21K
HUBGHUB GROUP INC CL A
$21K
WF2WINTRUST FINL CORP COM
$21K
UTHUNITED THERAPEUTICS CORP DEL COM
$21K
GNWGENWORTH FINL INC COM CL A
$21K
NUDMNUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETF
$21K
SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF
$21K
DWSHADVISORSHARES DORSEY WRIGHT SHORT ETF
$21K
ELFE L F BEAUTY INC COM
$20K
KDPKEURIG DR PEPPER INC COM
$20K
PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
$20K
LTCLTC PPTYS INC COM
$20K
CRESCENT PT ENERGY CORP COM
$20K
HPPHUDSON PAC PPTYS INC COM
$20K
TFXTELEFLEX INCORPORATED COM
$20K
RDYDR REDDYS LABS LTD ADR
$20K
GLBEGLOBAL E ONLINE LTD SHS
$20K
FETFORUM ENERGY TECHNOLOGIES INC COM
$20K
SIGSIGNET JEWELERS LIMITED SHS
$20K
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF
$20K
AGCOAGCO CORP COM
$20K
DVADAVITA INC COM
$20K
LEALEAR CORP COM NEW
$20K
OIIOCEANEERING INTL INC COM
$20K
LAMRLAMAR ADVERTISING CO NEW CL A
$20K
BBYBEST BUY INC COM
$20K
GFFGRIFFON CORP COM
$20K
MTRXMATRIX SVC CO COM
$20K
ITRIITRON INC COM
$20K
XLREREAL ESTATE SELECT SECTOR SPDR FUND
$20K
APPAPPLOVIN CORP COM CL A
$19K
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$19K
RYNRAYONIER INC COM
$19K
CPCANADIAN PACIFIC KANSAS CITY COM
$19K
KYNKAYNE ANDERSON ENERGY INFRSTR COM
$19K
BITOPROSHARES BITCOIN STRATEGY ETF
$19K
OIHVANECK OIL SERVICES ETF
$19K
CCOCAMECO CORP COM
$19K
UNITUNITI GROUP INC COM
$19K
AYATLANTICA SUSTAINABLE INFR PLC SHS
$19K
AINALBANY INTL CORP CL A
$19K
WHRWHIRLPOOL CORP COM
$19K
VPUVANGUARD UTILITIES ETF
$19K
EATBRINKER INTL INC COM
$19K
ABCBAMERIS BANCORP COM
$19K
DNBDUN & BRADSTREET HLDGS INC COM
$19K
FULFULLER H B CO COM
$19K
TMDXTRANSMEDICS GROUP INC COM
$19K
CVECENOVUS ENERGY INC COM
$19K
NEOGNEOGEN CORP COM
$19K
VIOVVANGUARD S&P SMALL-CAP 600 VALUE ETF
$19K
LNTHLANTHEUS HLDGS INC COM
$19K
CBAYUSDCYMABAY THERAPEUTICS INC COM
$19K
TSTENARIS S A SPONSORED ADS
$19K
CWENCLEARWAY ENERGY INC CL C
$19K
AIC3 AI INC CL A
$18K
SOXXISHARES SEMICONDUCTOR ETF
$18K
TWSTTWIST BIOSCIENCE CORP COM
$18K
TROWPRICE T ROWE GROUP INC COM
$18K
BMIBADGER METER INC COM
$18K
AVBAVALONBAY CMNTYS INC COM
$18K
AMCRAMCOR PLC ORD
$18K
AGNCAGNC INVT CORP COM
$18K
EXPEEXPEDIA GROUP INC COM NEW
$18K
CSLCARLISLE COS INC COM
$18K
ON1OLD NATL BANCORP IND COM
$18K
IGLBISHARES 10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
$18K
OKTAOKTA INC CL A
$18K
BSEPINNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER
$18K
DAYCERIDIAN HCM HLDG INC COM
$18K
TXRHTEXAS ROADHOUSE INC COM
$18K
LFUSLITTELFUSE INC COM
$18K
SMFGSUMITOMO MITSUI FINL GROUP INC SPONSORED ADR
$18K
AMXAMERICA MOVIL SAB DE CV SPON ADS RP CL B
$18K
LPXLOUISIANA PAC CORP COM
$18K
FLYWFLYWIRE CORPORATION COM VTG
$18K
CEIXEURCONSOL ENERGY INC NEW COM
$18K
UNMUNUM GROUP COM
$18K
CRGYCRESCENT ENERGY COMPANY CL A COM
$18K
NMIHNMI HLDGS INC CL A
$18K
CINFCINCINNATI FINL CORP COM
$18K
XLFIConsumer Staples Select Sector SPDR ETF
$18K
ORNORION GROUP HLDGS INC COM
$18K
GTMZOOMINFO TECHNOLOGIES INC COMMON STOCK
$18K
BVNCOMPANIA DE MINAS BUENAVENTURA SPONSORED ADR
$17K
GATXGATX CORP COM
$17K
XEXGXEATON VANCE TAX-MANAGED GLOBAL COM
$17K
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