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 |
|---|---|---|---|---|---|
| 401 | CLCOLGATE PALMOLIVE CO COM | 4,866 | $442.3M | 0.02% | |
| 402 | IGSBISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 8,468 | $437.8M | 0.02% | |
| 403 | PHPARKER-HANNIFIN CORP COM | 684 | $434.7M | 0.02% | |
| 404 | ENBENBRIDGE INC COM | 10,182 | $432.0M | 0.02% | |
| 405 | BMYBRISTOL-MYERS SQUIBB CO COM | 7,604 | $430.1M | 0.02% | |
| 406 | FNDFSCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | 12,947 | $430.0M | 0.02% | |
| 407 | AIC3 AI INC CL A | 12,465 | $429.2M | 0.02% | |
| 408 | GPNGLOBAL PMTS INC COM | 3,823 | $428.4M | 0.02% | |
| 409 | RFREGIONS FINANCIAL CORP NEW COM | 18,103 | $425.8M | 0.02% | |
| 410 | ARKBARK 21SHARES BITCOIN ETF BEN OF INT | 4,542 | $423.6M | 0.02% | |
| 411 | YPFYPF SOCIEDAD ANONIMA SPON ADR CL D | 9,864 | $419.3M | 0.02% | |
| 412 | FSKFS KKR CAP CORP COM | 19,225 | $417.6M | 0.02% | |
| 413 | BMABANCO MACRO SA SPON ADR B | 4,300 | $416.1M | 0.02% | |
| 414 | OKEONEOK INC NEW COM | 4,100 | $411.7M | 0.02% | |
| 415 | LHXL3HARRIS TECHNOLOGIES INC COM | 1,938 | $407.4M | 0.02% | |
| 416 | KMBKIMBERLY-CLARK CORP COM | 3,096 | $405.7M | 0.02% | |
| 417 | CDNSCADENCE DESIGN SYSTEM INC COM | 1,348 | $404.9M | 0.02% | |
| 418 | CARRCARRIER GLOBAL CORPORATION COM | 5,931 | $404.9M | 0.02% | |
| 419 | SPSMSPDR PORTFOLIO S&P 600 SMALL CAP ETF | 8,992 | $403.9M | 0.02% | |
| 420 | AVEMAVANTIS EMERGING MARKETS EQUITY ETF | 6,867 | $403.7M | 0.02% | |
| 421 | FNXFIRST TRUST MID CAP CORE ALPHADEX FUND | 3,484 | $403.2M | 0.02% | |
| 422 | IBNICICI BANK LIMITED ADR | 13,442 | $401.4M | 0.02% | |
| 423 | EPDENTERPRISE PRODS PARTNERS L P COM | 12,795 | $401.2M | 0.02% | |
| 424 | JKHYHENRY JACK & ASSOC INC COM | 2,285 | $400.6M | 0.02% | |
| 425 | ABGCENCORA INC COM | 1,769 | $397.5M | 0.02% | |
| 426 | RCLROYAL CARIBBEAN GROUP COM | 1,715 | $395.7M | 0.02% | |
| 427 | SCHZSCHWAB US AGGREGATE BOND ETF | 17,428 | $395.6M | 0.02% | |
| 428 | FBNDFIDELITY TOTAL BOND ETF | 8,814 | $395.5M | 0.02% | |
| 429 | CSXCSX CORP COM | 12,196 | $393.6M | 0.02% | |
| 430 | IXUSISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | 5,936 | $392.6M | 0.02% | |
| 431 | EMREMERSON ELEC CO COM | 3,155 | $391.0M | 0.02% | |
| 432 | FPXFIRST TRUST US EQUITY OPPORTUNITIES ETF | 3,268 | $390.6M | 0.02% | |
| 433 | AZNASTRAZENECA PLC SPONSORED ADR | 5,936 | $388.9M | 0.02% | |
| 434 | ETRENTERGY CORP NEW COM | 5,129 | $388.8M | 0.02% | |
| 435 | COKECOCA COLA CONS INC COM | 308 | $388.2M | 0.02% | |
| 436 | MDTMEDTRONIC PLC SHS | 4,855 | $387.8M | 0.02% | |
| 437 | AVBAVALONBAY CMNTYS INC COM | 1,756 | $386.3M | 0.02% | |
| 438 | ARESARES MANAGEMENT CORPORATION CL A COM STK | 2,168 | $383.8M | 0.02% | |
| 439 | AZPN1USDASPEN TECHNOLOGY INC COM | 1,534 | $382.9M | 0.02% | |
| 440 | VEGAADVISORSHARES STAR GLOBAL BUY-WRITE ETF | 8,874 | $381.2M | 0.02% | |
| 441 | INTUINTUIT COM | 601 | $377.9M | 0.02% | |
| 442 | TRVCCITIGROUP INC COM NEW | 5,358 | $377.1M | 0.02% | |
| 443 | IBBISHARES BIOTECHNOLOGY ETF | 2,844 | $376.0M | 0.02% | |
| 444 | DFSEURDISCOVER FINL SVCS COM | 2,160 | $374.1M | 0.02% | |
| 445 | FERGFERGUSON ENTERPRISES INC COMMON STOCK NEW | 2,152 | $373.6M | 0.02% | |
| 446 | MUFGMITSUBISHI UFJ FINL GROUP INC SPONSORED ADS | 31,728 | $371.9M | 0.02% | |
| 447 | ESGEISHARES ESG AWARE MSCI EM ETF | 11,118 | $371.2M | 0.02% | |
| 448 | COFCAPITAL ONE FINL CORP COM | 2,078 | $370.6M | 0.02% | |
| 449 | CAGCONAGRA BRANDS INC COM | 13,321 | $369.6M | 0.02% | |
| 450 | ZWSZURN ELKAY WATER SOLNS CORP COM | 9,900 | $369.3M | 0.02% | |
| 451 | FLAUFRANKLIN FTSE AUSTRALIA ETF | 13,107 | $367.3M | 0.02% | |
| 452 | TBGTBG DIVIDEND FOCUS ETF | 11,459 | $366.2M | 0.02% | |
| 453 | FTAIFTAI AVIATION LTD SHS | 2,514 | $362.1M | 0.02% | |
| 454 | PAYXPAYCHEX INC COM | 2,567 | $360.0M | 0.02% | |
| 455 | UALUNITED AIRLS HLDGS INC COM | 3,702 | $359.5M | 0.02% | |
| 456 | AMTAMERICAN TOWER CORP NEW COM | 1,953 | $358.1M | 0.02% | |
| 457 | MUMICRON TECHNOLOGY INC COM | 4,252 | $357.8M | 0.02% | |
| 458 | PNCPNC FINL SVCS GROUP INC COM | 1,845 | $355.8M | 0.02% | |
| 459 | WITWIPRO LTD SPON ADR 1 SH | 99,687 | $352.9M | 0.02% | |
| 460 | TERTERADYNE INC COM | 2,793 | $351.7M | 0.02% | |
| 461 | USBUS BANCORP DEL COM NEW | 7,321 | $350.2M | 0.02% | |
| 462 | SPGSIMON PPTY GROUP INC NEW COM | 2,029 | $349.4M | 0.02% | |
| 463 | EHCENCOMPASS HEALTH CORP COM | 3,783 | $349.4M | 0.02% | |
| 464 | PLDPROLOGIS INC. COM | 3,253 | $343.8M | 0.02% | |
| 465 | PWRQUANTA SVCS INC COM | 1,087 | $343.5M | 0.02% | |
| 466 | WCNWASTE CONNECTIONS INC COM | 1,986 | $340.8M | 0.02% | |
| 467 | IWBISHARES RUSSELL 1000 ETF | 1,057 | $340.6M | 0.02% | |
| 468 | DTMDT MIDSTREAM INC COMMON STOCK | 3,419 | $340.0M | 0.02% | |
| 469 | IEVISHARES EUROPE ETF | 6,519 | $339.4M | 0.02% | |
| 470 | SAIASAIA INC COM | 744 | $339.1M | 0.02% | |
| 471 | FASTFASTENAL CO COM | 4,706 | $338.4M | 0.02% | |
| 472 | ITA*ISHARES U.S. AEROSPACE & DEFENSE ETF | 2,328 | $338.3M | 0.02% | |
| 473 | SKYCHAMPION HOMES INC COM | 3,823 | $336.8M | 0.02% | |
| 474 | BITUPROSHARES ULTRA BITCOIN ETF | 6,801 | $336.1M | 0.02% | |
| 475 | SPOTSPOTIFY TECHNOLOGY S A SHS | 751 | $336.0M | 0.02% | |
| 476 | KHCKRAFT HEINZ CO COM | 10,938 | $335.9M | 0.02% | |
| 477 | TMUST-MOBILE US INC COM | 1,519 | $335.2M | 0.02% | |
| 478 | REGNREGENERON PHARMACEUTICALS COM | 470 | $334.8M | 0.02% | |
| 479 | TDYTELEDYNE TECHNOLOGIES INC COM | 721 | $334.6M | 0.02% | |
| 480 | FELGFIDELITY ENHANCED LARGE CAP GROWTH ETF | 9,457 | $334.4M | 0.02% | |
| 481 | NDSNNORDSON CORP COM | 1,589 | $332.4M | 0.02% | |
| 482 | CSQCALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT | 18,602 | $329.4M | 0.02% | |
| 483 | NOCNORTHROP GRUMMAN CORP COM | 702 | $329.4M | 0.02% | |
| 484 | EMBJEMBRAER S.A. SPONSORED ADS | 8,970 | $329.0M | 0.02% | |
| 485 | BJULINNOVATOR U.S. EQUITY BUFFER ETF - JULY | 7,346 | $327.3M | 0.02% | |
| 486 | EDCDIREXION DAILY MSCI EMERGING MARKETS BULL 3X SHARES | 11,348 | $326.5M | 0.02% | |
| 487 | SHELSHELL PLC SPON ADS | 5,183 | $324.7M | 0.02% | |
| 488 | TMTOYOTA MOTOR CORP ADS | 1,654 | $322.0M | 0.02% | |
| 489 | TRGPTARGA RES CORP COM | 1,796 | $320.6M | 0.02% | |
| 490 | KMXCARMAX INC COM | 3,867 | $316.2M | 0.02% | |
| 491 | CPTCAMDEN PPTY TR SH BEN INT | 2,713 | $314.8M | 0.02% | |
| 492 | KEYSKEYSIGHT TECHNOLOGIES INC COM | 1,952 | $313.6M | 0.02% | |
| 493 | HLTHILTON WORLDWIDE HLDGS INC COM | 1,266 | $312.9M | 0.02% | |
| 494 | VENVENTAS INC COM | 5,267 | $310.2M | 0.02% | |
| 495 | VRSKVERISK ANALYTICS INC COM | 1,123 | $309.4M | 0.02% | |
| 496 | ISTBISHARES CORE 1-5 YEAR USD BOND ETF | 6,473 | $309.2M | 0.02% | |
| 497 | CRLCHARLES RIV LABS INTL INC COM | 1,673 | $308.8M | 0.02% | |
| 498 | BJBJS WHSL CLUB HLDGS INC COM | 3,430 | $306.5M | 0.02% | |
| 499 | LRCXLAM RESEARCH CORP COM NEW | 4,231 | $305.6M | 0.02% | |
| 500 | HLIHOULIHAN LOKEY INC CL A | 1,758 | $305.3M | 0.02% |