EverSource Wealth Advisors, LLC
Follow13F filer, CIK 1710537, BIRMINGHAM, AL
EverSource Wealth Advisors, LLC reported $1,778,973,247 across 3,757 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-02-10. Its ten largest share positions make up 22.92% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001710537-25-000001
- Period
- 2024-12-31
- Reported value
- $1.78B
- Holdings
- 3,757
- Top 10 weight
- 22.92%
- New
- 837
- Sold out
- 128
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| CGUSadded | +211,571 | $7.4M |
| COWZadded | +128,161 | $7.24M |
| VOOadded | +13,320 | $7.18M |
| VIGIadded | +86,121 | $6.89M |
| CGXUadded | +272,292 | $6.72M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SIGNING DAY SPORTS INC COMM…reduced | -2,668,392 | -$7.02M |
| VHTreduced | -26,165 | -$6.64M |
| IXPexited | -29,130 | -$2.74M |
| GSIEreduced | -74,444 | -$2.48M |
| VIGreduced | -10,529 | -$2.06M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 3,757 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| IXPISHARES TR | 29,130 | $2.74M | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 1,453 | $558K | shares |
| EWTISHARES INC | 7,626 | $411K | shares |
| DBLDOUBLELINE OPPORTUNISTIC CR | 9,408 | $149K | shares |
| BROOKFIELD INFRASTRUCT FCLA…BROOKFIELD INFRASTRUCT FCLASS … | 2,663 | $116K | shares |
| SOUTHWESTERN ENERGY COSOUTHWESTERN ENERGY CO | 11,792 | $83.8K | shares |
| BTOHANCOCK JOHN FINL OPPTYS | 2,500 | $82.9K | shares |
| MARATHON OIL CORPMARATHON OIL CORP | 2,915 | $77.6K | shares |
| ORANYORANGE-SPON ADR | 6,595 | $75.7K | shares |
| QYLDGLOBAL X FDS | 3,809 | $68.7K | shares |
| DSLDOUBLELINE INCOME SOLUTIONS | 4,000 | $51.9K | shares |
| ACIOETF SER SOLUTIONS | 1,210 | $48.1K | shares |
| UITBVICTORY PORTFOLIOS II | 974 | $46.7K | shares |
| PGZPRINCIPAL REAL ESTATE INCOME | 4,149 | $46.4K | shares |
| APTIV PLCAPTIV PLC | 587 | $42.3K | shares |
| IEOISHARES TR | 450 | $41.2K | shares |
| SRTASTRATA CRITICAL MEDICAL INC | 12,000 | $35.3K | shares |
| AVANGRID INCAVANGRID INC | 910 | $32.6K | shares |
| SCHCSCHWAB STRATEGIC TR | 729 | $28.1K | shares |
| PRIMO WATER CORPORATIONPRIMO WATER CORPORATION | 1,022 | $25.8K | shares |
| DEMWISDOMTREE TR | 550 | $24.2K | shares |
| Grayscale Bitcoin Minitrust…Grayscale Bitcoin Minitrust ETF | 3,840 | $21.6K | shares |
| STERICYCLE INCSTERICYCLE INC | 329 | $20.1K | shares |
| VECTOR GROUP LTDVECTOR GROUP LTD | 1,345 | $20.1K | shares |
| BJANINNOVATOR ETFS TRUST | 400 | $18.6K | shares |
| CONSOL ENERGY INC NEWCONSOL ENERGY INC NEW | 171 | $17.9K | shares |
| BAPRINNOVATOR ETFS TRUST | 400 | $17.3K | shares |
| BMAYINNOVATOR ETFS TRUST | 400 | $15.8K | shares |
| GIGBGOLDMAN SACHS ETF TR | 333 | $15.8K | shares |
| DGSWISDOMTREE TR | 293 | $15.7K | shares |
| SBRSABINE RTY TR | 255 | $15.7K | shares |
| DRSKETF SER SOLUTIONS | 541 | $15.3K | shares |
| PROSHARES TRPROSHARES TR | 2,044 | $15.1K | shares |
| ENVESTNET INCENVESTNET INC | 240 | $15K | shares |
| BROOKFIELD RENEWABLE CORPBROOKFIELD RENEWABLE CORP | 449 | $14.7K | shares |
| ATLANTICA YIELD PLCATLANTICA YIELD PLC | 648 | $14.2K | shares |
| SQUARESPACE INCSQUARESPACE INC | 306 | $14.2K | shares |
| GRAYSCALE ETHEREUM MINI STA…GRAYSCALE ETHEREUM MINI STAKING E… | 5,801 | $14.2K | shares |
| GREENBRIER COS INCGREENBRIER COS INC | 12,000 | $13.2K | shares |
| AKAMAI TECHNOLOGIES INCAKAMAI TECHNOLOGIES INC | 12,000 | $12.4K | shares |
| LCI INDSLCI INDS | 12,000 | $12.1K | shares |
| OSCVETF SER SOLUTIONS | 301 | $11.3K | shares |
| ASTHASTRANA HEALTH INC | 188 | $10.9K | shares |
| PAPRINNOVATOR ETFS TRUST | 300 | $10.8K | shares |
| FORD MOTOR COMPANYFORD MOTOR COMPANY | 11,000 | $10.8K | shares |
| INSTRUCTURE HLDGS INCINSTRUCTURE HLDGS INC | 451 | $10.6K | shares |
| SHOSUNSTONE HOTEL INVS INC NEW | 858 | $8.86K | shares |
| IGEBISHARES TR | 177 | $8.22K | shares |
| PLPLANET LABS PBC | 3,500 | $7.8K | shares |
| TWITITAN INTL INC ILL | 902 | $7.33K | shares |
| PERFICIENT INCPERFICIENT INC | 93 | $7.02K | shares |
| AFMDQAFFIMED N V ORDINARY SHARES NE | 2,000 | $6.72K | shares |
| BIOMARIN PHARMACEUTICAL INCBIOMARIN PHARMACEUTICAL INC | 7,000 | $6.65K | shares |
| RMRRMR GROUP INC | 259 | $6.57K | shares |
| PKSTPEAKSTONE REALTY TRUST | 476 | $6.49K | shares |
| THRMGENTHERM INC | 135 | $6.28K | shares |
| CATALENT INC USD 0.01CATALENT INC USD 0.01 | 100 | $6.06K | shares |
| USTBVICTORY PORTFOLIOS II | 117 | $5.93K | shares |
| PMARINNOVATOR ETFS TRUST | 150 | $5.89K | shares |
| JBT MAREL CORPORATIONJBT MAREL CORPORATION | 6,000 | $5.62K | shares |
| IMCRIMMUNOCORE HLDGS PLC | 167 | $5.2K | shares |
| VISTA OUTDOOR INCVISTA OUTDOOR INC | 124 | $4.86K | shares |
| OLINK HLDG ABOLINK HLDG AB | 173 | $4.51K | shares |
| AXONICS INCAXONICS INC | 63 | $4.38K | shares |
| LANDGLADSTONE LD CORP | 296 | $4.11K | shares |
| SERIES PORTFOLIOS TRSERIES PORTFOLIOS TR | 104 | $3.89K | shares |
| UNUSUAL WHALES SUBVERSIVE R…UNUSUAL WHALES SUBVERSIVE REPUBLI… | 117 | $3.67K | shares |
| PDNINVESCO EXCH TRADED FD TR II | 96 | $3.37K | shares |
| POWERSCHOOL HOLDINGS INCPOWERSCHOOL HOLDINGS INC | 138 | $3.15K | shares |
| THOUGHTWORKS HOLDING INCTHOUGHTWORKS HOLDING INC | 706 | $3.12K | shares |
| ARCOARCOS DORADOS HLDGS INC | 341 | $2.97K | shares |
| DCREDOUBLELINE ETF TRUST | 55 | $2.86K | shares |
| PBR-APETROLEO BRASILEIRO S A | 212 | $2.8K | shares |
| MYEMYERS INDS INC | 183 | $2.53K | shares |
| GOTUGAOTU TECHEDU INC | 627 | $2.46K | shares |
| AXS SHORT INNOVATIONAXS SHORT INNOVATION | 85 | $2.21K | shares |
| FORRFORRESTER RESH INC | 100 | $1.8K | shares |
| EXSCIENTIA PLCEXSCIENTIA PLC | 342 | $1.67K | shares |
| MGPIMGP INGREDIENTS INC NEW | 19 | $1.58K | shares |
| NNOXNANO X IMAGING LTD | 233 | $1.42K | shares |
| NOAHNOAH HLDGS LTD | 112 | $1.38K | shares |
| TBJLINNOVATOR ETFS TRUST | 57 | $1.2K | shares |
| HAYNES INTL INCHAYNES INTL INC | 20 | $1.19K | shares |
| ENVIVA INCENVIVA INC | 2,851 | $1.15K | shares |
| ODPTHE ODP CORP | 38 | $1.13K | shares |
| JACOB FDS INCJACOB FDS INC | 100 | $1.08K | shares |
| CHUY'S HOLDINGS INCCHUY'S HOLDINGS INC | 26 | $972 | shares |
| BCIABRDN ETFS | 46 | $940 | shares |
| LKFTLAKEFRONT BIOTHERAPEUTICS NV | 32 | $921 | shares |
| PDSPRECISION DRILLING CORP | 12 | $740 | shares |
| NAKNORTHERN DYNASTY MINERALS LT | 2,000 | $663 | shares |
| ALLOVIR INCALLOVIR INC | 695 | $562 | shares |
| CUREVAC N VCUREVAC N V | 181 | $532 | shares |
| NV5 HOLDINGS, INCNV5 HOLDINGS, INC | 5 | $467 | shares |
| LEGHLEGACY HOUSING CORP | 17 | $465 | shares |
| R1 RCM INCR1 RCM INC | 32 | $453 | shares |
| CMTGCLAROS MTG TR INC | 55 | $412 | shares |
| GOOSCANADA GOOSE HLDGS INC | 28 | $351 | shares |
| RILYBRC GROUP HOLDINGS INC | 55 | $289 | shares |
| BLUEBIRD BIO INCBLUEBIRD BIO INC | 555 | $288 | shares |
| BARCLAYS BANK PLCBARCLAYS BANK PLC | 10 | $260 | shares |
| ACHACCENDRA HEALTH INC | 16 | $251 | shares |
| RENTRENT THE RUNWAY INC | 26 | $251 | shares |
| AVIRATEA PHARMACEUTICALS INC | 69 | $231 | shares |
| URNMSPROTT FDS TR | 3 | $138 | shares |
| CURICURIOSITYSTREAM INC | 54 | $103 | shares |
| EHTHEHEALTH INC | 20 | $82 | shares |
| UYGPROSHARES TR | 1 | $76 | shares |
| PBWINVESCO EXCHANGE TRADED FD T | 3 | $60 | shares |
| CLOVCLOVER HEALTH INVESTMENTS CO | 19 | $54 | shares |
| CMPSCOMPASS PATHWAYS PLC | 8 | $50 | shares |
| TECHTARGET INCTECHTARGET INC | 2 | $49 | shares |
| FTHMFATHOM HOLDINGS INC | 10 | $26 | shares |
| LSFLAIRD SUPERFOOD INC | 3 | $15 | shares |
| CITIUS PHARMACEUTICALS INCCITIUS PHARMACEUTICALS INC | 16 | $8 | shares |
| FRCBFIRST REP BK SAN FRANCISCO CAL | 86 | $1 | shares |
| VVVANGUARD INDEX FDS | 0 | $0 | shares |
| NBISNEBIUS GROUP N.V. | 49 | $0 | shares |
| MBTMOBILE TELESYSTEMS PJSC | 424 | $0 | shares |
| VFMVVANGUARD WELLINGTON FD | 0 | $0 | shares |
| UMIUSCF ETF TR | 0 | $0 | shares |
| NOANORTH AMERN CONSTR GROUP LTD | 0 | $0 | shares |
| VHCVIRNETX HLDG CORP | 0 | $0 | shares |
| CGEHCAPSTONE ENERGY PLUS INC | 1,000 | $0 | shares |
| QIWIQIWI PLC | 13 | $0 | shares |
| 2U INC2U INC | 0 | $0 | shares |
| CNFINANCE HLDGS LTDCNFINANCE HLDGS LTD | 0 | $0 | shares |
| AIX INCAIX INC | 0 | $0 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001710537-25-000001 | base | 2025-02-10 | acceptance time not in the bulk data set |