EverSource Wealth Advisors, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$1.8T
Holdings
3,757
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (3,757 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | DGCBDIMENSIONAL GLOBAL CREDIT ETF | 25,316 | $1.3B | 0.07% | |
| 202 | CACCCREDIT ACCEP CORP MICH COM | 2,830 | $1.3B | 0.07% | |
| 203 | WPCWP CAREY INC COM | 24,247 | $1.3B | 0.07% | |
| 204 | GEGE AEROSPACE COM NEW | 7,908 | $1.3B | 0.07% | |
| 205 | VTESVANGUARD SHORT-TERM TAX EXEMPT BOND ETF | 13,009 | $1.3B | 0.07% | |
| 206 | BABOEING CO COM | 7,345 | $1.3B | 0.07% | |
| 207 | DFSDDIMENSIONAL SHORT-DURATION FIXED INCOME ETF | 27,656 | $1.3B | 0.07% | |
| 208 | IWOISHARES RUSSELL 2000 GROWTH ETF | 4,450 | $1.3B | 0.07% | |
| 209 | MDYSPDR S&P MIDCAP 400 ETF TRUST | 2,248 | $1.3B | 0.07% | |
| 210 | FLEEFRANKLIN FTSE EUROPE ETF | 46,058 | $1.3B | 0.07% | |
| 211 | XSOEWISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | 41,605 | $1.3B | 0.07% | |
| 212 | IWMISHARES RUSSELL 2000 ETF | 5,637 | $1.2B | 0.07% | |
| 213 | SCHOSCHWAB SHORT-TERM US TREASURY ETF | 51,549 | $1.2B | 0.07% | |
| 214 | ISMDINSPIRE SMALL/MID CAP ETF | 32,263 | $1.2B | 0.07% | |
| 215 | VUSBVANGUARD ULTRA-SHORT BOND ETF | 24,172 | $1.2B | 0.07% | |
| 216 | VSSVANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 10,460 | $1.2B | 0.07% | |
| 217 | HYDVANECK HIGH YIELD MUNI ETF | 22,949 | $1.2B | 0.07% | |
| 218 | TQQQPROSHARES ULTRAPRO QQQ | 14,924 | $1.2B | 0.07% | |
| 219 | TPDTEMPUR SEALY INTL INC COM | 20,803 | $1.2B | 0.07% | |
| 220 | VOVANGUARD MID-CAP ETF | 4,430 | $1.2B | 0.07% | |
| 221 | CMCSACOMCAST CORP NEW CL A | 31,076 | $1.2B | 0.07% | |
| 222 | QCOMQUALCOMM INC COM | 7,507 | $1.2B | 0.06% | |
| 223 | MCKMCKESSON CORP COM | 2,007 | $1.1B | 0.06% | |
| 224 | TNADIREXION DAILY SMALL CAP BULL 3X SHARES | 26,932 | $1.1B | 0.06% | |
| 225 | LOWLOWES COS INC COM | 4,548 | $1.1B | 0.06% | |
| 226 | LMTLOCKHEED MARTIN CORP COM | 2,300 | $1.1B | 0.06% | |
| 227 | SBUXSTARBUCKS CORP COM | 12,215 | $1.1B | 0.06% | |
| 228 | NOWSERVICENOW INC COM | 1,048 | $1.1B | 0.06% | |
| 229 | ETENERGY TRANSFER L P COM UT LTD PTN | 56,243 | $1.1B | 0.06% | |
| 230 | DFGXDIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | 21,038 | $1.1B | 0.06% | |
| 231 | JBLJABIL INC COM | 7,618 | $1.1B | 0.06% | |
| 232 | DYNFISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 21,339 | $1.1B | 0.06% | |
| 233 | MPCMARATHON PETE CORP COM | 7,798 | $1.1B | 0.06% | |
| 234 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 41,465 | $1.1B | 0.06% | |
| 235 | LCTUBLACKROCK U.S. CARBON TRANSITION READINESS ETF | 16,765 | $1.1B | 0.06% | |
| 236 | MRSHMARSH & MCLENNAN COS INC COM | 5,042 | $1.1B | 0.06% | |
| 237 | AXPAMERICAN EXPRESS CO COM | 3,566 | $1.1B | 0.06% | |
| 238 | AQLTISHARES CORE MSCI EAFE ETF | 15,039 | $1.1B | 0.06% | |
| 239 | BAC 7.25 PERP LBK OF AMERICA CORP 7.25CNV PFD L | 861 | $1.0B | 0.06% | |
| 240 | ADBEADOBE INC COM | 2,351 | $1.0B | 0.06% | |
| 241 | SPYMSPDR PORTFOLIO S&P 500 ETF | 15,033 | $1.0B | 0.06% | |
| 242 | BUFRFT VEST LADDERED BUFFER ETF | 33,915 | $1.0B | 0.06% | |
| 243 | RSGREPUBLIC SVCS INC COM | 5,061 | $1.0B | 0.06% | |
| 244 | CSLCARLISLE COS INC COM | 2,748 | $1.0B | 0.06% | |
| 245 | KOCOCA COLA CO COM | 16,156 | $1.0B | 0.06% | |
| 246 | DISDISNEY WALT CO COM | 9,002 | $1.0B | 0.06% | |
| 247 | HALHALLIBURTON CO COM | 36,612 | $995.5M | 0.06% | |
| 248 | AMDADVANCED MICRO DEVICES INC COM | 8,149 | $984.3M | 0.06% | |
| 249 | DDOMINION ENERGY INC COM | 18,060 | $972.7M | 0.05% | |
| 250 | CSCOCISCO SYS INC COM | 16,427 | $972.5M | 0.05% | |
| 251 | PFEPFIZER INC COM | 35,435 | $940.1M | 0.05% | |
| 252 | AGGISHARES CORE U.S. AGGREGATE BOND ETF | 9,690 | $938.9M | 0.05% | |
| 253 | OEFISHARES S&P 100 ETF | 3,243 | $936.7M | 0.05% | |
| 254 | SLViShares Silver Trust ETF | 35,433 | $933.0M | 0.05% | |
| 255 | UPROPROSHARES ULTRAPRO S&P500 | 10,404 | $922.2M | 0.05% | |
| 256 | UNPUNION PAC CORP COM | 4,017 | $916.1M | 0.05% | |
| 257 | EFGISHARES MSCI EAFE GROWTH ETF | 9,397 | $909.9M | 0.05% | |
| 258 | VTEIVANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | 9,125 | $906.9M | 0.05% | |
| 259 | SCHXSCHWAB U.S. LARGE-CAP ETF | 38,211 | $885.7M | 0.05% | |
| 260 | CGGOCAPITAL GROUP GLOBAL GROWTH EQUITY ETF | 30,270 | $884.5M | 0.05% | |
| 261 | SYFIAB SHORT DURATION HIGH YIELD ETF | 24,735 | $882.3M | 0.05% | |
| 262 | IXNISHARES GLOBAL TECH ETF | 10,367 | $878.6M | 0.05% | |
| 263 | BACVERIZON COMMUNICATIONS INC COM | 21,723 | $868.7M | 0.05% | |
| 264 | TPRTAPESTRY INC COM | 13,192 | $861.8M | 0.05% | |
| 265 | IBITISHARES BITCOIN TRUST ETF | 16,239 | $861.5M | 0.05% | |
| 266 | TAT&T INC COM | 37,590 | $855.9M | 0.05% | |
| 267 | RSPINVESCO S&P 500 EQUAL WEIGHT ETF | 4,884 | $855.8M | 0.05% | |
| 268 | 4I1PHILIP MORRIS INTL INC COM | 7,033 | $846.5M | 0.05% | |
| 269 | CYBRCYBERARK SOFTWARE LTD SHS | 2,507 | $835.2M | 0.05% | |
| 270 | NKENIKE INC CL B | 10,938 | $827.7M | 0.05% | |
| 271 | USXFISHARES ESG ADVANCED MSCI USA ETF | 16,643 | $827.5M | 0.05% | |
| 272 | ESGUISHARES ESG AWARE MSCI USA ETF | 6,398 | $824.2M | 0.05% | |
| 273 | EXPDEXPEDITORS INTL WASH INC COM | 7,436 | $823.7M | 0.05% | |
| 274 | PKGPACKAGING CORP AMER COM | 3,637 | $818.9M | 0.05% | |
| 275 | SGOVISHARES 0-3 MONTH TREASURY BOND ETF | 8,091 | $811.7M | 0.05% | |
| 276 | DFAEDIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 31,694 | $804.1M | 0.05% | |
| 277 | DGXQUEST DIAGNOSTICS INC COM | 5,277 | $796.1M | 0.04% | |
| 278 | FLJPFRANKLIN FTSE JAPAN ETF | 27,797 | $795.3M | 0.04% | |
| 279 | TXNTEXAS INSTRS INC COM | 4,210 | $789.4M | 0.04% | |
| 280 | FISVFISERV INC COM | 3,828 | $786.3M | 0.04% | |
| 281 | SUSCISHARES ESG AWARE USD CORPORATE BOND ETF | 34,282 | $778.9M | 0.04% | |
| 282 | IBMINTERNATIONAL BUSINESS MACHS COM | 3,536 | $777.3M | 0.04% | |
| 283 | VLOVALERO ENERGY CORP COM | 6,296 | $771.8M | 0.04% | |
| 284 | ANETARISTA NETWORKS INC COM SHS | 6,968 | $770.2M | 0.04% | |
| 285 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 5,594 | $769.6M | 0.04% | |
| 286 | BLKBLACKROCK INC COM | 746 | $765.1M | 0.04% | |
| 287 | CEGCONSTELLATION ENERGY CORP COM | 3,417 | $764.5M | 0.04% | |
| 288 | GDXVANECK GOLD MINERS ETF | 22,398 | $759.5M | 0.04% | |
| 289 | EOGEOG RES INC COM | 6,190 | $758.8M | 0.04% | |
| 290 | DSIISHARES MSCI KLD 400 SOCIAL ETF | 6,864 | $756.8M | 0.04% | |
| 291 | TMOTHERMO FISHER SCIENTIFIC INC COM | 1,453 | $756.1M | 0.04% | |
| 292 | CGMUCAPITAL GROUP MUNICIPAL INCOME ETF | 28,033 | $754.6M | 0.04% | |
| 293 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 1,751 | $745.2M | 0.04% | |
| 294 | VGTVANGUARD INFORMATION TECHNOLOGY ETF | 1,181 | $734.2M | 0.04% | |
| 295 | CVSCVS HEALTH CORP COM | 16,318 | $732.5M | 0.04% | |
| 296 | GCOWPACER GLOBAL CASH COWS DIVIDEND ETF | 21,621 | $729.5M | 0.04% | |
| 297 | ADPAUTOMATIC DATA PROCESSING INC COM | 2,487 | $728.3M | 0.04% | |
| 298 | VYMIVANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 10,658 | $723.5M | 0.04% | |
| 299 | CEF/USPROTT PHYSICAL GOLD & SILVER TR UNIT | 30,416 | $722.7M | 0.04% | |
| 300 | SHWSHERWIN WILLIAMS CO COM | 2,088 | $709.7M | 0.04% |