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 |
|---|---|---|---|---|---|
| 301 | GDGENERAL DYNAMICS CORP COM | 2,679 | $705.9M | 0.04% | |
| 302 | CMGCHIPOTLE MEXICAN GRILL INC COM | 11,679 | $704.2M | 0.04% | |
| 303 | EAGGISHARES ESG AWARE US AGGREGATE BOND ETF | 15,027 | $697.9M | 0.04% | |
| 304 | DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND | 8,956 | $696.7M | 0.04% | |
| 305 | DFISDIMENSIONAL INTERNATIONAL SMALL CAP ETF | 28,370 | $696.6M | 0.04% | |
| 306 | HONHONEYWELL INTL INC COM | 3,061 | $691.3M | 0.04% | |
| 307 | SNOWSNOWFLAKE INC CL A | 4,472 | $690.5M | 0.04% | |
| 308 | ETNEATON CORP PLC SHS | 2,055 | $682.1M | 0.04% | |
| 309 | BKNGBOOKING HOLDINGS INC COM | 135 | $671.2M | 0.04% | |
| 310 | GEVGE VERNOVA INC COM | 2,031 | $668.1M | 0.04% | |
| 311 | REETISHARES GLOBAL REIT ETF | 27,608 | $661.8M | 0.04% | |
| 312 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 17,844 | $656.5M | 0.04% | |
| 313 | SAPSAP SE SPON ADR | 2,664 | $655.9M | 0.04% | |
| 314 | HTABHARTFORD SCHRODERS TAX-AWARE BOND ETF | 33,860 | $655.5M | 0.04% | |
| 315 | NEENEXTERA ENERGY INC COM | 9,071 | $650.3M | 0.04% | |
| 316 | IEMGISHARES CORE MSCI EMERGING MARKETS ETF | 12,365 | $645.7M | 0.04% | |
| 317 | YINNDIREXION DAILY FTSE CHINA BULL 3X SHARES | 23,054 | $644.1M | 0.04% | |
| 318 | EFXEQUIFAX INC COM | 2,515 | $640.9M | 0.04% | |
| 319 | FICOFAIR ISAAC CORP COM | 320 | $637.1M | 0.04% | |
| 320 | TPIFTIMOTHY PLAN INTERNATIONAL ETF | 23,939 | $636.3M | 0.04% | |
| 321 | ISRGINTUITIVE SURGICAL INC COM NEW | 1,210 | $631.6M | 0.04% | |
| 322 | IVEISHARES S&P 500 VALUE ETF | 3,305 | $630.9M | 0.04% | |
| 323 | ODFLOLD DOMINION FREIGHT LINE INC COM | 3,547 | $625.7M | 0.04% | |
| 324 | XELXCEL ENERGY INC COM | 9,242 | $624.0M | 0.04% | |
| 325 | WMWASTE MGMT INC DEL COM | 3,091 | $623.8M | 0.04% | |
| 326 | NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS | 24,145 | $621.3M | 0.03% | |
| 327 | CBCHUBB LIMITED COM | 2,248 | $621.2M | 0.03% | |
| 328 | DECKDECKERS OUTDOOR CORP COM | 3,056 | $620.6M | 0.03% | |
| 329 | COWGPACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 19,325 | $619.2M | 0.03% | |
| 330 | ROLROLLINS INC COM | 13,244 | $613.9M | 0.03% | |
| 331 | RDVIFT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | 25,252 | $612.1M | 0.03% | |
| 332 | ORLYOREILLY AUTOMOTIVE INC COM | 508 | $602.4M | 0.03% | |
| 333 | AJGGALLAGHER ARTHUR J & CO COM | 2,116 | $600.6M | 0.03% | |
| 334 | GISGENERAL MLS INC COM | 9,385 | $598.4M | 0.03% | |
| 335 | TTTRANE TECHNOLOGIES PLC SHS | 1,619 | $598.0M | 0.03% | |
| 336 | CHHCHOICE HOTELS INTL INC COM | 4,204 | $596.9M | 0.03% | |
| 337 | SHYISHARES 1-3 YEAR TREASURY BOND ETF | 7,262 | $595.3M | 0.03% | |
| 338 | UBERUBER TECHNOLOGIES INC COM | 9,820 | $592.3M | 0.03% | |
| 339 | DVNDEVON ENERGY CORP NEW COM | 17,954 | $587.6M | 0.03% | |
| 340 | COOCOOPER COS INC COM | 6,297 | $578.9M | 0.03% | |
| 341 | BLESINSPIRE GLOBAL HOPE ETF | 15,651 | $578.9M | 0.03% | |
| 342 | LIILENNOX INTL INC COM | 950 | $578.8M | 0.03% | |
| 343 | ADIANALOG DEVICES INC COM | 2,723 | $578.5M | 0.03% | |
| 344 | SCHPSCHWAB US TIPS ETF | 22,160 | $572.4M | 0.03% | |
| 345 | ICEINTERCONTINENTAL EXCHANGE INC COM | 3,831 | $570.9M | 0.03% | |
| 346 | BAUGINNOVATOR U.S. EQUITY BUFFER ETF - AUGUST | 13,062 | $569.3M | 0.03% | |
| 347 | PSXPHILLIPS 66 COM | 4,934 | $562.2M | 0.03% | |
| 348 | SPGIS&P GLOBAL INC COM | 1,129 | $562.0M | 0.03% | |
| 349 | KLACKLA CORP COM NEW | 892 | $561.9M | 0.03% | |
| 350 | DHRDANAHER CORPORATION COM | 2,440 | $559.9M | 0.03% | |
| 351 | IDVOAMPLIFY CWP INTERNATIONAL ENHANCED DIVIDEND INCOME ETF | 18,562 | $553.9M | 0.03% | |
| 352 | IBDINSPIRE CORPORATE BOND ETF | 23,505 | $551.0M | 0.03% | |
| 353 | A4SAMERIPRISE FINL INC COM | 1,032 | $549.4M | 0.03% | |
| 354 | NUGTDIREXION DAILY GOLD MINERS INDEX BULL 2X SHARES | 15,455 | $543.4M | 0.03% | |
| 355 | DMXFISHARES ESG ADVANCED MSCI EAFE ETF | 8,308 | $536.8M | 0.03% | |
| 356 | ELVELEVANCE HEALTH INC COM | 1,453 | $536.0M | 0.03% | |
| 357 | JJACOBS SOLUTIONS INC COM | 4,003 | $534.9M | 0.03% | |
| 358 | SYKSTRYKER CORPORATION COM | 1,469 | $529.2M | 0.03% | |
| 359 | BCCCGLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | 12,961 | $523.8M | 0.03% | |
| 360 | ZBRAZEBRA TECHNOLOGIES CORPORATION CL A | 1,341 | $517.9M | 0.03% | |
| 361 | MMM3M CO COM | 4,010 | $517.6M | 0.03% | |
| 362 | GDXUMICROSECTORS GOLD MINERS 3X LEVERAGED ETN | 18,916 | $514.1M | 0.03% | |
| 363 | SUSLISHARES ESG MSCI USA LEADERS ETF | 4,970 | $512.1M | 0.03% | |
| 364 | MOALTRIA GROUP INC COM | 9,740 | $509.3M | 0.03% | |
| 365 | TOTLSPDR DOUBLELINE TOTAL RETURN TACTICAL ETF | 12,841 | $505.8M | 0.03% | |
| 366 | WRBBERKLEY W R CORP COM | 8,616 | $504.2M | 0.03% | |
| 367 | IBKRINTERACTIVE BROKERS GROUP INC COM CL A | 2,854 | $504.2M | 0.03% | |
| 368 | LPLALPL FINL HLDGS INC COM | 1,541 | $503.1M | 0.03% | |
| 369 | EQIXEQUINIX INC COM | 531 | $500.1M | 0.03% | |
| 370 | POOLPOOL CORP COM | 1,464 | $499.2M | 0.03% | |
| 371 | CBSHCOMMERCE BANCSHARES INC COM | 7,976 | $497.0M | 0.03% | |
| 372 | BBVABANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR | 51,024 | $496.0M | 0.03% | |
| 373 | PYPLPAYPAL HLDGS INC COM | 5,763 | $491.9M | 0.03% | |
| 374 | UPSUNITED PARCEL SERVICE INC CL B | 3,885 | $489.9M | 0.03% | |
| 375 | STZCONSTELLATION BRANDS INC CL A | 2,216 | $489.8M | 0.03% | |
| 376 | APDAIR PRODS & CHEMS INC COM | 1,685 | $488.7M | 0.03% | |
| 377 | MSIMOTOROLA SOLUTIONS INC COM NEW | 1,052 | $486.3M | 0.03% | |
| 378 | WMBWILLIAMS COS INC COM | 8,961 | $485.0M | 0.03% | |
| 379 | RELXRELX PLC SPONSORED ADR | 10,613 | $482.0M | 0.03% | |
| 380 | VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 7,606 | $480.3M | 0.03% | |
| 381 | NXPLNEXTPLAT CORP COM NEW | 443,388 | $478.9M | 0.03% | |
| 382 | TSCOTRACTOR SUPPLY CO COM | 8,966 | $475.8M | 0.03% | |
| 383 | BINCISHARES FLEXIBLE INCOME ACTIVE ETF | 9,098 | $473.3M | 0.03% | |
| 384 | WELLWELLTOWER INC COM | 3,753 | $473.0M | 0.03% | |
| 385 | PAMPAMPA ENERGIA S A SPONS ADR LVL I | 5,369 | $472.1M | 0.03% | |
| 386 | FQIDIGITAL RLTY TR INC COM | 2,656 | $471.1M | 0.03% | |
| 387 | CLXCLOROX CO DEL COM | 2,892 | $469.7M | 0.03% | |
| 388 | BSYBENTLEY SYS INC COM CL B | 10,035 | $468.6M | 0.03% | |
| 389 | SCHRSCHWAB INTERMEDIATE-TERM US TREASURY ETF | 19,196 | $466.3M | 0.03% | |
| 390 | NVONOVO-NORDISK A S ADR | 5,417 | $466.0M | 0.03% | |
| 391 | DFAWDIMENSIONAL WORLD EQUITY ETF | 7,412 | $463.0M | 0.03% | |
| 392 | ALLEALLEGION PLC ORD SHS | 3,540 | $462.6M | 0.03% | |
| 393 | ARKKARK INNOVATION ETF | 8,145 | $462.4M | 0.03% | |
| 394 | UBSUBS GROUP AG SHS | 15,115 | $458.3M | 0.03% | |
| 395 | COLBCOLUMBIA BKG SYS INC COM | 16,905 | $456.6M | 0.03% | |
| 396 | ROPROPER TECHNOLOGIES INC COM | 878 | $456.3M | 0.03% | |
| 397 | GGALGRUPO FINANCIERO GALICIA S.A. SPONSORED ADR | 7,298 | $454.8M | 0.03% | |
| 398 | TFCTRUIST FINL CORP COM | 10,320 | $447.7M | 0.03% | |
| 399 | VSTVISTRA CORP COM | 3,242 | $446.9M | 0.03% | |
| 400 | FLRNSPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF | 14,519 | $446.2M | 0.03% |