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 |
|---|---|---|---|---|---|
| 601 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 4,133 | $233.0M | 0.01% | |
| 602 | INTCINTEL CORP COM | 11,556 | $231.7M | 0.01% | |
| 603 | ADMARCHER DANIELS MIDLAND CO COM | 4,577 | $231.2M | 0.01% | |
| 604 | XOPSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF | 1,744 | $230.9M | 0.01% | |
| 605 | SHOPSHOPIFY INC CL A | 2,171 | $230.8M | 0.01% | |
| 606 | OSISOSI SYSTEMS INC COM | 1,379 | $230.8M | 0.01% | |
| 607 | PHYS/USPROTT PHYSICAL GOLD TR UNIT | 11,427 | $230.1M | 0.01% | |
| 608 | STESTERIS PLC SHS USD | 1,117 | $229.5M | 0.01% | |
| 609 | YMMFULL TRUCK ALLIANCE CO LTD SPONSORED ADS | 21,145 | $228.8M | 0.01% | |
| 610 | GLWCORNING INC COM | 4,800 | $228.1M | 0.01% | |
| 611 | SONYSONY GROUP CORP SPONSORED ADR | 10,769 | $227.9M | 0.01% | |
| 612 | UGIUGI CORP NEW COM | 8,063 | $227.6M | 0.01% | |
| 613 | LULULULULEMON ATHLETICA INC COM | 593 | $226.8M | 0.01% | |
| 614 | DDDUPONT DE NEMOURS INC COM | 2,937 | $224.0M | 0.01% | |
| 615 | ZBHZIMMER BIOMET HOLDINGS INC COM | 2,118 | $223.7M | 0.01% | |
| 616 | SBACSBA COMMUNICATIONS CORP NEW CL A | 1,093 | $222.7M | 0.01% | |
| 617 | PJULINNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY | 5,402 | $222.4M | 0.01% | |
| 618 | CARGCARGURUS INC COM CL A | 6,074 | $221.9M | 0.01% | |
| 619 | GILDGILEAD SCIENCES INC COM | 2,399 | $221.6M | 0.01% | |
| 620 | BIIBBIOGEN INC COM | 1,448 | $221.4M | 0.01% | |
| 621 | IWRISHARES RUSSELL MIDCAP ETF | 2,486 | $219.7M | 0.01% | |
| 622 | INGING GROEP N.V. SPONSORED ADR | 13,979 | $219.1M | 0.01% | |
| 623 | MPWRMONOLITHIC PWR SYS INC COM | 370 | $219.0M | 0.01% | |
| 624 | QUVUHARTFORD QUALITY VALUE ETF | 8,962 | $218.6M | 0.01% | |
| 625 | SYYSYSCO CORP COM | 2,838 | $217.0M | 0.01% | |
| 626 | RMBS*RAMBUS INC DEL COM | 4,095 | $216.5M | 0.01% | |
| 627 | LCTDBLACKROCK WORLD EX U.S. CARBON TRANSITION READINESS ETF | 4,971 | $216.3M | 0.01% | |
| 628 | GRMNGARMIN LTD SHS | 1,039 | $214.4M | 0.01% | |
| 629 | PRUPRUDENTIAL FINL INC COM | 1,804 | $213.8M | 0.01% | |
| 630 | NFLTVIRTUS NEWFLEET MULTI-SECTOR BOND ETF | 9,514 | $213.6M | 0.01% | |
| 631 | CHTRCHARTER COMMUNICATIONS INC NEW CL A | 622 | $213.2M | 0.01% | |
| 632 | MRVLMARVELL TECHNOLOGY INC COM | 1,926 | $212.7M | 0.01% | |
| 633 | PEGPUBLIC SVC ENTERPRISE GRP INC COM | 2,494 | $210.8M | 0.01% | |
| 634 | SNPSSYNOPSYS INC COM | 434 | $210.6M | 0.01% | |
| 635 | HRHEALTHCARE RLTY TR CL A COM | 12,405 | $210.3M | 0.01% | |
| 636 | AIGAMERICAN INTL GROUP INC COM NEW | 2,876 | $209.4M | 0.01% | |
| 637 | KTKT CORP SPONSORED ADR | 13,489 | $209.3M | 0.01% | |
| 638 | CNPCENTERPOINT ENERGY INC COM | 6,595 | $209.3M | 0.01% | |
| 639 | W3UWESTERN UN CO COM | 19,678 | $208.6M | 0.01% | |
| 640 | WSTWEST PHARMACEUTICAL SVSC INC COM | 635 | $208.1M | 0.01% | |
| 641 | XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND | 2,145 | $207.7M | 0.01% | |
| 642 | SMGSCOTTS MIRACLE-GRO CO CL A | 3,128 | $207.5M | 0.01% | |
| 643 | HUBSHUBSPOT INC COM | 297 | $206.8M | 0.01% | |
| 644 | DBMFIMGP DBI MANAGED FUTURES STRATEGY ETF | 7,852 | $205.4M | 0.01% | |
| 645 | ITGARTNER INC COM | 424 | $205.4M | 0.01% | |
| 646 | LNGCHENIERE ENERGY INC COM NEW | 952 | $204.6M | 0.01% | |
| 647 | TTDTHE TRADE DESK INC COM CL A | 1,733 | $203.7M | 0.01% | |
| 648 | CHKPCHECK POINT SOFTWARE TECH LTD ORD | 1,088 | $203.1M | 0.01% | |
| 649 | BUDANHEUSER BUSCH INBEV SA/NV SPONSORED ADR | 4,053 | $203.0M | 0.01% | |
| 650 | NNNNNN REIT INC COM | 4,953 | $202.3M | 0.01% | |
| 651 | TEVATEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 9,165 | $202.0M | 0.01% | |
| 652 | PZAINVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF | 8,547 | $201.8M | 0.01% | |
| 653 | IPINTERNATIONAL PAPER CO COM | 3,748 | $201.7M | 0.01% | |
| 654 | FWONALIBERTY MEDIA CORP DEL COM LBTY ONE S C | 2,172 | $201.3M | 0.01% | |
| 655 | HAMHARMONY GOLD MINING CO LTD SPONSORED ADR | 24,378 | $200.1M | 0.01% | |
| 656 | TBBKBANCORP INC DEL COM | 3,781 | $199.0M | 0.01% | |
| 657 | BMTABRITISH AMERN TOB PLC SPONSORED ADR | 5,475 | $198.8M | 0.01% | |
| 658 | SUISUN CMNTYS INC COM | 1,614 | $198.5M | 0.01% | |
| 659 | MTBM & T BK CORP COM | 1,055 | $198.3M | 0.01% | |
| 660 | TTENTOTALENERGIES SE SPONSORED ADS | 3,632 | $197.9M | 0.01% | |
| 661 | EVREVERCORE INC CLASS A | 712 | $197.5M | 0.01% | |
| 662 | SPIBSPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF | 6,021 | $197.2M | 0.01% | |
| 663 | CCEPCOCA-COLA EUROPACIFIC PARTNERS SHS | 2,558 | $196.5M | 0.01% | |
| 664 | RYROYAL BK CDA COM | 1,628 | $196.2M | 0.01% | |
| 665 | QUSSPDR MSCI USA STRATEGICFACTORS ETF | 1,258 | $194.8M | 0.01% | |
| 666 | CSGPCOSTAR GROUP INC COM | 2,717 | $194.5M | 0.01% | |
| 667 | REXRREXFORD INDL RLTY INC COM | 5,017 | $194.0M | 0.01% | |
| 668 | PJANINNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY | 4,589 | $193.9M | 0.01% | |
| 669 | TPLCTIMOTHY PLAN US LARGE/MID CAP CORE ENHANCED ETF | 7,576 | $193.7M | 0.01% | |
| 670 | WFWOORI FINL GROUP INC SPONSORED ADS | 6,154 | $192.3M | 0.01% | |
| 671 | TEAMATLASSIAN CORPORATION CL A | 789 | $192.0M | 0.01% | |
| 672 | FLMIFRANKLIN DYNAMIC MUNICIPAL BOND ETF | 7,857 | $192.0M | 0.01% | |
| 673 | NTAPNETAPP INC COM | 1,642 | $190.6M | 0.01% | |
| 674 | BAXBAXTER INTL INC COM | 6,455 | $188.2M | 0.01% | |
| 675 | EAELECTRONIC ARTS INC COM | 1,285 | $188.0M | 0.01% | |
| 676 | EMEEMCOR GROUP INC COM | 414 | $187.8M | 0.01% | |
| 677 | IDXXIDEXX LABS INC COM | 453 | $187.3M | 0.01% | |
| 678 | SHMSPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | 3,947 | $187.0M | 0.01% | |
| 679 | STIPISHARES 0-5 YEAR TIPS BOND ETF | 1,857 | $186.8M | 0.01% | |
| 680 | MFCMANULIFE FINL CORP COM | 6,060 | $186.1M | 0.01% | |
| 681 | NSPINSPERITY INC COM | 2,401 | $186.1M | 0.01% | |
| 682 | MTDMETTLER TOLEDO INTERNATIONAL COM | 152 | $186.0M | 0.01% | |
| 683 | TWLOTWILIO INC CL A | 1,720 | $185.9M | 0.01% | |
| 684 | VMCVULCAN MATLS CO COM | 721 | $185.5M | 0.01% | |
| 685 | ASXASE TECHNOLOGY HLDG CO LTD SPONSORED ADS | 18,360 | $184.9M | 0.01% | |
| 686 | AXONAXON ENTERPRISE INC COM | 311 | $184.8M | 0.01% | |
| 687 | RACEFERRARI N V COM | 431 | $183.1M | 0.01% | |
| 688 | WBDWARNER BROS DISCOVERY INC COM SER A | 17,301 | $182.9M | 0.01% | |
| 689 | ITTITT INC COM | 1,279 | $182.8M | 0.01% | |
| 690 | IJKISHARES S&P MID-CAP 400 GROWTH ETF | 1,993 | $181.2M | 0.01% | |
| 691 | EGPEASTGROUP PPTYS INC COM | 1,125 | $180.5M | 0.01% | |
| 692 | IUSGISHARES CORE S&P U.S. GROWTH ETF | 1,293 | $180.2M | 0.01% | |
| 693 | LADLITHIA MTRS INC COM | 501 | $179.3M | 0.01% | |
| 694 | QQQMINVESCO NASDAQ 100 ETF | 852 | $179.2M | 0.01% | |
| 695 | SHGSHINHAN FINANCIAL GROUP CO LTD SPN ADR RESTRD | 5,443 | $179.0M | 0.01% | |
| 696 | GDXJVANECK JUNIOR GOLD MINERS ETF | 4,175 | $178.5M | 0.01% | |
| 697 | GLOBGLOBANT S A COM | 831 | $178.2M | 0.01% | |
| 698 | EBAEBAY INC. COM | 2,874 | $178.0M | 0.01% | |
| 699 | SECTMAIN SECTOR ROTATION ETF | 3,228 | $177.4M | 0.01% | |
| 700 | GSLCTR ACTIVEBETA US LARGE CAP EQUITY ETF | 1,540 | $177.4M | 0.01% |