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 | Value |
|---|---|
TBILUS TREASURY 3 MONTH BILL ETF | $176.1M |
LWLAMB WESTON HLDGS INC COM | $175.0M |
TROWPRICE T ROWE GROUP INC COM | $174.9M |
MUSAMURPHY USA INC COM | $174.6M |
VOOGVANGUARD S&P 500 GROWTH ETF | $172.8M |
SUSBISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | $172.8M |
TRVTRAVELERS COMPANIES INC COM | $172.7M |
MCHPMICROCHIP TECHNOLOGY INC. COM | $171.3M |
MARMARRIOTT INTL INC NEW CL A | $171.0M |
BKHBLACK HILLS CORP COM | $170.8M |
PEOEXELON CORP COM | $170.5M |
FORFORESTAR GROUP INC COM | $170.1M |
SSNCSS&C TECHNOLOGIES HLDGS INC COM | $169.8M |
DYHTARGET CORP COM | $169.4M |
IGIBISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $168.6M |
CFCF INDS HLDGS INC COM | $168.5M |
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF | $167.8M |
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $167.3M |
GKDGRAND CANYON ED INC COM | $167.2M |
CLVTRIP COM GROUP LTD ADS | $166.1M |
HCAHCA HEALTHCARE INC COM | $164.8M |
BRXBRIXMOR PPTY GROUP INC COM | $164.6M |
XLIINDUSTRIAL SELECT SECTOR SPDR FUND | $164.5M |
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | $163.7M |
BRBROADRIDGE FINL SOLUTIONS INC COM | $163.3M |
BABAALIBABA GROUP HLDG LTD SPONSORED ADS | $163.1M |
CCOCAMECO CORP COM | $163.0M |
VRTXVERTEX PHARMACEUTICALS INC COM | $163.0M |
ROKROCKWELL AUTOMATION INC COM | $163.0M |
BKRBAKER HUGHES COMPANY CL A | $162.9M |
SLBSCHLUMBERGER LTD COM STK | $162.8M |
ECLECOLAB INC COM | $162.6M |
PHGKONINKLIJKE PHILIPS N V NY REGIS SHS NEW | $162.4M |
JGHNUVEEN GLOBAL HIGH INCOME FD SHS | $161.4M |
VRTVERTIV HOLDINGS CO COM CL A | $161.2M |
JCIJOHNSON CTLS INTL PLC SHS | $161.1M |
KWEBKRANESHARES CSI CHINA INTERNET ETF | $161.0M |
MTUMISHARES MSCI USA MOMENTUM FACTOR ETF | $160.9M |
PCGPG&E CORP COM | $160.9M |
BF/BBROWN FORMAN CORP CL B | $160.4M |
TRMBTRIMBLE INC COM | $159.8M |
7HPHP INC COM | $159.5M |
CITCINTAS CORP COM | $159.3M |
SCHBSCHWAB U.S. BROAD MARKET ETF | $159.0M |
CFGCITIZENS FINL GROUP INC COM | $159.0M |
TIGRUP FINTECH HLDG LTD SPONSORED ADS | $158.9M |
AKXANSYS INC COM | $158.9M |
GNRCGENERAC HLDGS INC COM | $157.8M |
URIUNITED RENTALS INC COM | $157.4M |
GVAGRANITE CONSTR INC COM | $157.2M |
HDBHDFC BANK LTD SPONSORED ADS | $157.1M |
MCXMCCORMICK & CO INC COM NON VTG | $157.1M |
HPEHEWLETT PACKARD ENTERPRISE CO COM | $156.4M |
AITAPPLIED INDL TECHNOLOGIES INC COM | $156.1M |
CPRTCOPART INC COM | $156.1M |
ZMZOOM COMMUNICATIONS INC CL A | $155.7M |
XFOFXCOHEN & STEERS CLOSED-END OPPO COM | $155.0M |
IVTINVENTRUST PPTYS CORP COM NEW | $154.6M |
WABWABTEC COM | $154.2M |
HBANHUNTINGTON BANCSHARES INC COM | $153.9M |
JWNUSDNORDSTROM INC COM | $152.1M |
OPRAOPERA LTD SPONSORED ADS | $151.5M |
IFRAISHARES U.S. INFRASTRUCTURE ETF | $151.2M |
IFFINTERNATIONAL FLAVORS&FRAGRANC COM | $150.8M |
DOWDOW INC COM | $150.6M |
RIORIO TINTO PLC SPONSORED ADR | $150.5M |
ANAUTONATION INC COM | $149.1M |
DGDOLLAR GEN CORP NEW COM | $149.1M |
NJULINNOVATOR GROWTH-100 POWER BUFFER ETF - JULY | $148.7M |
ADSKAUTODESK INC COM | $148.7M |
IQLTISHARES MSCI INTL QUALITY FACTOR ETF | $148.2M |
CPBTHE CAMPBELLS COMPANY COM | $148.2M |
PINSPINTEREST INC CL A | $148.2M |
ILMNILLUMINA INC COM | $148.1M |
RDVYFIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $147.7M |
APPAPPLOVIN CORP COM CL A | $147.0M |
BMOBANK MONTREAL QUE COM | $146.9M |
AVUSAVANTIS U.S. EQUITY ETF | $146.8M |
MEDPMEDPACE HLDGS INC COM | $146.5M |
CTSHCOGNIZANT TECHNOLOGY SOLUTIONS CL A | $146.3M |
GWREGUIDEWIRE SOFTWARE INC COM | $145.7M |
GPIGROUP 1 AUTOMOTIVE INC COM | $145.6M |
ELLAUDER ESTEE COS INC CL A | $145.6M |
DTEDTE ENERGY CO COM | $145.5M |
SGNSIGNING DAY SPORTS INC COMMON STOCK | $145.4M |
STTSTATE STR CORP COM | $144.8M |
WTWWILLIS TOWERS WATSON PLC LTD SHS | $144.8M |
EDCONSOLIDATED EDISON INC COM | $144.6M |
ORIOLD REP INTL CORP COM | $144.4M |
IRINGERSOLL RAND INC COM | $144.3M |
WDCWESTERN DIGITAL CORP COM | $144.2M |
AEGAEGON LTD AMER REG 1 CERT | $143.8M |
PAHUSDELEMENT SOLUTIONS INC COM | $143.6M |
ENQENTEGRIS INC COM | $143.4M |
PAYCPAYCOM SOFTWARE INC COM | $143.1M |
INVHINVITATION HOMES INC COM | $142.4M |
GSKGSK PLC SPONSORED ADR | $141.7M |
LRGFISHARES U.S. EQUITY FACTOR ETF | $141.6M |
SCCOSOUTHERN COPPER CORP COM | $141.3M |
SPLVINVESCO S&P 500 LOW VOLATILITY ETF | $140.8M |