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EverSource Wealth Advisors, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST SHY1-3 YR TRS BD0-69,5430-5,713,624,0000.000.00 Hist 06/30/2023
RITCHIE BROS AUCTIONEERS INC RBACommon0-11,0800-623,693,0000.000.00 Hist 06/30/2023
iShares, Inc. EWAMSCI AUSTRALIA0-3,1410-72,055,0000.000.00 Hist 06/30/2023
ABB LTD ABBSP ADR0-2,0370-69,876,0000.000.00 Hist 06/30/2023
Atour Lifestyle Holdings Ltd ATATCommon0-2,1000-55,041,0000.000.00 Hist 06/30/2023
TEXAS PACIFIC LAND TRUST TPLCOM0-280-47,629,0000.000.00 Hist 06/30/2023
iSHARES TRUST SHYGCommon0-8450-35,234,0000.000.00 Hist 06/30/2023
iSHARES TRUST IYFCOM0-3740-26,606,0000.000.00 Hist 06/30/2023
Equity Commonwealth EQCCommon0-1,0360-21,456,0000.000.00 Hist 06/30/2023
HESKA CORP HSKACOMMON STOCK0-2110-20,598,0000.000.00 Hist 06/30/2023
Oak Street Health, Inc. OSHCOM0-5050-19,533,0000.000.00 Hist 06/30/2023
SPDR SERIES TRUST SPYVS&P 500 VALUE0-4400-17,917,0000.000.00 Hist 06/30/2023
Aries I Acquisition Corp.  Common0-1,6500-17,259,0000.000.00 Hist 06/30/2023
ALPS ETF Trust SDOGCommon0-3250-16,640,0000.000.00 Hist 06/30/2023
Broadmark Realty Capital Inc. BRMKCommon0-3,3060-15,538,0000.000.00 Hist 06/30/2023
FIDELITY COVINGTON TRUST FUTYCommon0-3340-14,642,0000.000.00 Hist 06/30/2023
BANNER CORP BANRCOM0-2590-14,082,0000.000.00 Hist 06/30/2023
iShares, Inc. URTHCommon0-1140-13,414,0000.000.00 Hist 06/30/2023
FIDELITY FREEDOM 2020 FTECETF0-1170-13,295,0000.000.00 Hist 06/30/2023
SPDR SERIES TRUST LGLVCommon0-930-12,722,0000.000.00 Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLYCommon0-850-12,711,0000.000.00 Hist 06/30/2023
LendingTree, Inc. TREECommon0-4730-12,610,0000.000.00 Hist 06/30/2023
EXPRO GROUP HOLDINGS N.V. XPROCommon0-6810-12,503,0000.000.00 Hist 06/30/2023
NETGEAR, INC. NTGRCommon0-6390-11,828,0000.000.00 Hist 06/30/2023
TWO HARBORS INVESTMENT CORP. TWOCOM0-7880-11,591,0000.000.00 Hist 06/30/2023
SELECT SECTOR SPDR TRUST XLCCommon0-1970-11,420,0000.000.00 Hist 06/30/2023
Pacira BioSciences, Inc. PCRXCommon0-2590-10,570,0000.000.00 Hist 06/30/2023
AZZ INC AZZCommon0-2470-10,186,0000.000.00 Hist 06/30/2023
IROBOT CORP IRBTCOMMON0-2290-9,994,0000.000.00 Hist 06/30/2023
J P MORGAN EXCHANGE TRADED F JPSEETF0-2400-9,566,0000.000.00 Hist 06/30/2023
Aveanna Healthcare Holdings, Inc. AVAHCOMMON STOCK0-9,0000-9,360,0000.000.00 Hist 06/30/2023
Eastern Bankshares, Inc. EBCCOM0-7240-9,137,0000.000.00 Hist 06/30/2023
ENERGY CO OF PARANA ELPADR0-1,3490-9,065,0000.000.00 Hist 06/30/2023
MILLERKNOLL, INC. MLHRCommon0-4220-8,630,0000.000.00 Hist 06/30/2023
Virtu Financial, Inc. VIRTCL A0-4530-8,562,0000.000.00 Hist 06/30/2023
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