EverSource Wealth Advisors, LLC
- SEC CIK
- 0001710537
- Latest filing
- Jul 24, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 3, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 2,495
- +4 vs. Q2 2023
- Portfolio value
- $942.9M
- +$35.8M (+3.9%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABTAbbott Laboratories | Stock | 21,369 | $2.07M | 0.2% | −241−1.1% | Reduced | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 39,865 | $2.00M | 0.2% | −471−1.2% | Reduced | History |
| NVONovo Nordisk A S | ADR | 21,804 | $1.98M | 0.2% | 00.0% | UnchangedConverted for a 2-for-1 split | History |
| ADBEAdobe Inc. | Stock | 3,870 | $1.97M | 0.2% | +280+7.8% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 6,075 | $1.97M | 0.2% | −2,083−25.5% | Reduced | History |
| Northern LTS FD Tr IV66538H641 | INSPIRE SML/ MID | 63,941 | $1.94M | 0.2% | +793+1.3% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 82,355 | $1.92M | 0.2% | +17,777+27.5% | Added | – |
| MAMastercard Inc | Stock | 4,842 | $1.92M | 0.2% | +223+4.8% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 17,968 | $1.89M | 0.2% | +3,274+22.3% | Added | – |
| Timothy Plan887432326 | HIG DV STK ETF | 61,469 | $1.88M | 0.2% | +40,901+198.9% | Added | – |
| BACBank of America Corp | Stock | 68,294 | $1.87M | 0.2% | +24,110+54.6% | Added | History |
| BRDGBridge Investment Group Holdings Inc. | COM CL A | 196,730 | $1.81M | 0.2% | −29,812−13.2% | Reduced | History |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 42,873 | $1.79M | 0.2% | +19,406+82.7% | Added | – |
| CLHClean Harbors Inc | COM | 10,515 | $1.76M | 0.2% | +58+0.6% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 16,990 | $1.75M | 0.2% | −3,131−15.6% | Reduced | – |
| TJXTJX Companies Inc | Stock | 19,055 | $1.69M | 0.2% | −64−0.3% | Reduced | History |
| SFBSServisFirst Bancshares, Inc. | COM | 32,419 | $1.69M | 0.2% | +24+0.1% | Added | History |
| LLYEli Lilly & Co | Stock | 3,132 | $1.68M | 0.2% | −64−2.0% | Reduced | History |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 35,824 | $1.66M | 0.2% | +6,479+22.1% | Added | – |
| MCDMcDonalds Corp | Stock | 6,287 | $1.66M | 0.2% | −145−2.3% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 3 | $1.59M | 0.2% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 4,441 | $1.59M | 0.2% | +535+13.7% | Added | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 3,456 | $1.58M | 0.2% | +405+13.3% | Added | History |
| American Centy ETF Tr025072703 | INTL EQT ETF | 28,143 | $1.57M | 0.2% | +1,144+4.2% | Added | – |
| NFLXNetflix Inc | Stock | 4,099 | $1.55M | 0.2% | +492+13.6% | Added | History |
| JNJJohnson & Johnson | Stock | 9,824 | $1.53M | 0.2% | −1,131−10.3% | Reduced | History |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 28,941 | $1.52M | 0.2% | +4,095+16.5% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 12,626 | $1.48M | 0.2% | −95−0.7% | Reduced | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 22,051 | $1.48M | 0.2% | +507+2.4% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 2,901 | $1.46M | 0.2% | +276+10.5% | Added | History |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 31,531 | $1.44M | 0.2% | +480+1.5% | Added | – |
| Dimensional World Ex U.S. Core Equity 2 ETF25434V880 | ETF | 62,762 | $1.41M | 0.1% | −1,151−1.8% | Reduced | – |
| PEPPepsiCo Inc | Stock | 7,964 | $1.35M | 0.1% | −11−0.1% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 8,909 | $1.33M | 0.1% | −655−6.8% | Reduced | History |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 5,163 | $1.29M | 0.1% | +781+17.8% | Added | – |
| Vanguard Scottsdale FDS92206C102 | SHORT TERM TREAS | 21,757 | $1.25M | 0.1% | −144−0.7% | Reduced | – |
| ORCLOracle Corp | Stock | 11,745 | $1.24M | 0.1% | +973+9.0% | Added | History |
| CMCSAComcast Corp | Stock | 27,947 | $1.24M | 0.1% | −823−2.9% | Reduced | History |
| ACNAccenture plc | Stock | 4,029 | $1.24M | 0.1% | +37+0.9% | Added | History |
| CVSCVS Health Corp | Stock | 17,428 | $1.22M | 0.1% | −1,230−6.6% | Reduced | History |
| Timothy Plan887432342 | U S SM CP CORE | 39,208 | $1.21M | 0.1% | +15,424+64.9% | Added | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 7,918 | $1.20M | 0.1% | −727−8.4% | Reduced | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 6,100 | $1.19M | 0.1% | −146−2.3% | Reduced | – |
| CRMSalesforce, Inc. | Stock | 5,680 | $1.15M | 0.1% | −333−5.5% | Reduced | History |
| BDXBecton Dickinson & Co | Stock | 4,448 | $1.15M | 0.1% | +19+0.4% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 4,284 | $1.14M | 0.1% | +940+28.1% | Added | – |
| SBUXStarbucks Corp | Stock | 12,373 | $1.13M | 0.1% | +910+7.9% | Added | History |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 42,489 | $1.12M | 0.1% | +21,268+100.2% | Added | – |
| Timothy Plan887432276 | HIGH DIVIDEND | 50,191 | $1.10M | 0.1% | −22,081−30.6% | Reduced | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 19,465 | $1.09M | 0.1% | −10,394−34.8% | Reduced | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 24,783 | $1.08M | 0.1% | +6,219+33.5% | Added | – |
| SCHWSchwab Charles Corp | Stock | 19,504 | $1.07M | 0.1% | −17−0.1% | Reduced | History |
| PGProcter & Gamble Co | Stock | 7,204 | $1.05M | 0.1% | −205−2.8% | Reduced | History |
| NKENIKE, Inc. | Stock | 10,830 | $1.04M | 0.1% | +563+5.5% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 10,713 | $1.01M | 0.1% | −6,642−38.3% | Reduced | – |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 18,642 | $997.7K | 0.1% | −408−2.1% | Reduced | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 15,658 | $969.1K | 0.1% | −269−1.7% | Reduced | – |
| MPCMarathon Petroleum Corp | Stock | 6,379 | $965.4K | 0.1% | −44−0.7% | Reduced | History |
| EOGEOG Resources Inc | Stock | 7,511 | $952.1K | 0.1% | −669−8.2% | Reduced | History |
| Bank of Amer Corp060505682 | 7.25%CNV PFD L | 850 | $945.4K | 0.1% | 00.0% | Unchanged | – |
| JBLJabil Inc | Stock | 7,381 | $936.6K | 0.1% | −557−7.0% | Reduced | History |
| SOSouthern Co | Stock | 14,080 | $911.2K | 0.1% | +329+2.4% | Added | History |
| iShares Broad Usd Investment Grade Corporate Bond ETF464288620 | ETF | 18,826 | $905.0K | 0.1% | +3,391+22.0% | Added | – |
| MSMorgan Stanley | Stock | 10,980 | $896.7K | 0.1% | −385−3.4% | Reduced | History |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 6,791 | $895.0K | 0.1% | −1,388−17.0% | Reduced | – |
| Timothy Plan887432284 | US LARGE MID CP | 39,926 | $878.2K | 0.1% | −12,245−23.5% | Reduced | – |
| SPGSimon Property Group Inc. | REIT | 8,104 | $875.5K | 0.1% | −1,229−13.2% | Reduced | History |
| DISWalt Disney Co | Stock | 10,636 | $862.0K | 0.1% | −905−7.8% | Reduced | History |
| iShares Tr46434V647 | GLOBAL REIT ETF | 39,256 | $831.1K | 0.1% | +469+1.2% | Added | – |
| EXPDExpeditors International of Washington Inc | COM | 7,213 | $826.8K | 0.1% | +5+0.1% | Added | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 15,662 | $826.8K | 0.1% | +551+3.6% | Added | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 11,555 | $824.2K | 0.1% | +8,512+279.7% | Added | – |
| BABoeing Co | Stock | 4,148 | $795.0K | 0.1% | −21−0.5% | Reduced | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 16,527 | $795.0K | 0.1% | −2,346−12.4% | Reduced | – |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 4,098 | $780.0K | 0.1% | −77−1.8% | Reduced | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,222 | $775.6K | 0.1% | +341+4.3% | Added | – |
| LINLinde PLC | Stock | 2,080 | $774.3K | 0.1% | −35−1.7% | Reduced | History |
| RSGRepublic Services, Inc. | COM | 5,401 | $769.7K | 0.1% | +3+0.1% | Added | History |
| iShares Inc46434G764 | MSCI EMRG CHN | 15,404 | $767.6K | 0.1% | +1,988+14.8% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 32,739 | $763.1K | 0.1% | +6,769+26.1% | Added | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 7,070 | $750.9K | 0.1% | −74−1.0% | Reduced | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 15,371 | $736.9K | 0.1% | −19,072−55.4% | Reduced | – |
| WFCWells Fargo & Company | Stock | 17,994 | $735.2K | 0.1% | −440−2.4% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 14,854 | $733.8K | 0.1% | −217−1.4% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 8,420 | $731.8K | 0.1% | +409+5.1% | Added | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 44,211 | $728.6K | 0.1% | +251+0.6% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 13,435 | $722.3K | 0.1% | +1,088+8.8% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 21,566 | $715.4K | 0.1% | −5,004−18.8% | Reduced | – |
| MCKMcKesson Corp | Stock | 1,634 | $710.3K | 0.1% | −68−4.0% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,373 | $695.3K | 0.1% | −104−7.0% | Reduced | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 6,758 | $693.0K | 0.1% | +822+13.8% | Added | – |
| PFEPfizer Inc | Stock | 20,546 | $681.5K | 0.1% | −3,006−12.8% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 6,617 | $680.3K | 0.1% | +87+1.3% | Added | History |
| VLOValero Energy Corp | Stock | 4,789 | $678.7K | 0.1% | −229−4.6% | Reduced | History |
| Victory Portfolios II92647N865 | VCSHS US LRG CAP | 12,466 | $676.5K | 0.1% | −1,320−9.6% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 9,700 | $663.7K | 0.1% | +5,762+146.3% | Added | – |
| CATCaterpillar Inc | Stock | 2,387 | $651.6K | 0.1% | −19−0.8% | Reduced | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,919 | $649.8K | 0.1% | −2,996−30.2% | Reduced | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 11,025 | $649.6K | 0.1% | −2,112−16.1% | Reduced | – |
| iShares Tr464288588 | MBS ETF | 7,228 | $641.9K | 0.1% | +233+3.3% | Added | – |
Sold out since Q2 2023 (228)
Positions held at the end of Q2 2023 that are gone from this filing.
The largest 100 of 228 by value last quarter.
| Security | Class | Shares in Q2 2023 | Value in Q2 2023 | % of portfolio in Q2 2023 | History |
|---|---|---|---|---|---|
| Alps ETF Tr00162Q452 | ALERIAN MLP | 11,713 | $459.3K | 0.1% | – |
| WWEWorld Wrestling Entertainment, LLC | CL A | 1,173 | $127.2K | <0.1% | History |
| WESWestern Midstream Partners, LP | COM UNIT LP INT | 4,152 | $110.1K | <0.1% | History |
| Bondbloxx ETF Trust09789C861 | BLOOMBERG ONE YR | 2,107 | $104.7K | <0.1% | – |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 1,644 | $82.7K | <0.1% | – |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 1,354 | $68.0K | <0.1% | – |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 1,661 | $63.3K | <0.1% | History |
| PDCEPDC Energy, Inc. | COM | 757 | $53.9K | <0.1% | History |
| SPDR Series Trust78468R721 | STATE STREET SPD | 1,016 | $46.9K | <0.1% | – |
| iShares Tr464287580 | US CONSUM DISCRE | 640 | $45.5K | <0.1% | – |
| MMPMagellan Midstream Partners, L.P. | COM UNIT RP LP | 691 | $43.1K | <0.1% | History |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 1,278 | $41.8K | <0.1% | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 673 | $41.5K | <0.1% | – |
| UNVRUnivar Solutions Inc. | COM | 1,142 | $40.9K | <0.1% | History |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 282 | $28.4K | <0.1% | – |
| MGEEMge Energy Inc | COM | 326 | $25.8K | <0.1% | History |
| FETForum Energy Technologies, Inc. | Common | 908 | $23.2K | <0.1% | History |
| DYDycom Industries Inc | COM | 200 | $22.7K | <0.1% | History |
| SYNHSyneos Health, Inc. | CL A | 527 | $22.2K | <0.1% | History |
| SSRMSSR Mining Inc. | Stock | 1,555 | $22.1K | <0.1% | History |
| INVEINVE Technologies, Inc. | COM NEW | 2,195 | $18.5K | <0.1% | History |
| SLABSilicon Laboratories Inc. | Stock | 114 | $18.0K | <0.1% | History |
| USXUS Xpress Enterprises Inc | COM CL A | 2,907 | $17.8K | <0.1% | History |
| Listed FD Tr53656F144 | TEUCRIUM AGRI ST | 500 | $17.1K | <0.1% | – |
| ARNCArconic Corp | COM | 490 | $14.5K | <0.1% | History |
| PSNParsons Corp | COM | 221 | $10.6K | <0.1% | History |
| BTZBlackRock Credit Allocation Income Trust | COM | 963 | $9.77K | <0.1% | History |
| Tata MTRS Ltd876568502 | SPONSORED ADR | 385 | $9.68K | <0.1% | – |
| SCLStepan Co | COM | 99 | $9.46K | <0.1% | History |
| CBRLCracker Barrel Old Country Store, Inc | COM | 99 | $9.22K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E784 | EMRNG MKT SVRG | 444 | $8.65K | <0.1% | – |
| BMRNBiomarin Pharmaceutical Inc | COM | 97 | $8.41K | <0.1% | History |
| MDPediatrix Medical Group, Inc. | COM | 565 | $8.03K | <0.1% | History |
| ACHAccendra Health Inc | Stock | 387 | $7.37K | <0.1% | History |
| ADAMAdamas Trust, Inc. | COM | 680 | $6.75K | <0.1% | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 205 | $6.73K | <0.1% | – |
| AODabrdn Total Dynamic Dividend Fund | COM SH BEN INT | 738 | $6.10K | <0.1% | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 149 | $5.98K | <0.1% | History |
| CBUCommunity Financial System, Inc. | COM | 127 | $5.95K | <0.1% | History |
| KKR and Co Inc 6 McOnv PFD C48251W401 | CONVERTIBLE PREFERRED STOCK | 89 | $5.88K | <0.1% | – |
| RNPCohen & Steers REIT & Preferred & Income Fund Inc | COM | 309 | $5.87K | <0.1% | History |
| Global X FDS37954Y715 | RBTCS ARTFL INTE | 200 | $5.75K | <0.1% | – |
| Simplify Exchange Traded Fun82889N863 | VOLATILITY PREM | 250 | $5.74K | <0.1% | – |
| AVDAmerican Vanguard Corp | COM | 306 | $5.47K | <0.1% | History |
| OFEDOconee Federal Financial Corp. | COM | 375 | $5.31K | <0.1% | History |
| AKUAkumin Inc. | COM | 25,800 | $4.64K | <0.1% | History |
| GDOTGreen Dot Corp | CL A | 245 | $4.59K | <0.1% | History |
| DEAEasterly Government Properties, Inc. | COM | 311 | $4.51K | <0.1% | History |
| NTNXNutanix, Inc. | Stock | 160 | $4.49K | <0.1% | History |
| AEGAegon Ltd. | NY REGISTRY SHS | 868 | $4.40K | <0.1% | History |
| Pacer FDS Tr69374H840 | WEALTHSHIELD | 160 | $4.39K | <0.1% | – |
| BOEBlackRock Enhanced Global Dividend Trust | COM | 426 | $4.29K | <0.1% | History |
| PKPark Hotels & Resorts Inc. | COM | 330 | $4.23K | <0.1% | History |
| RVTRoyce Small-Cap Trust, Inc. | COM | 301 | $4.15K | <0.1% | History |
| MNKDMannkind Corp | COM NEW | 1,000 | $4.07K | <0.1% | History |
| HOVHovnanian Enterprises Inc | CL A NEW | 40 | $3.97K | <0.1% | History |
| AVKAdvent Convertible & Income Fund | COM | 331 | $3.88K | <0.1% | History |
| Invesco Exchange Traded FD T46137V258 | S&P500 PUR VAL | 50 | $3.88K | <0.1% | – |
| PHKPIMCO High Income Fund | COM SHS | 750 | $3.75K | <0.1% | History |
| DXDynex Capital Inc | COM | 288 | $3.63K | <0.1% | History |
| EMDWestern Asset Emerging Markets Debt Fund Inc. | COM | 413 | $3.56K | <0.1% | History |
| ARRArmour Residential REIT, Inc. | COM NEW | 660 | $3.52K | <0.1% | History |
| MMTAberdeen Multi-Market Income Fund | SH BEN INT | 763 | $3.44K | <0.1% | History |
| LULufax Holding Ltd | ADS REP SHS CL A | 2,356 | $3.37K | <0.1% | History |
| IGRCbre Global Real Estate Income Fund | COM | 629 | $3.29K | <0.1% | History |
| MCRMFS Charter Income Trust | SH BEN INT | 512 | $3.23K | <0.1% | History |
| DANDANA Inc | COM | 189 | $3.21K | <0.1% | History |
| GHYPGIM Global High Yield Fund, Inc. | COM | 290 | $3.18K | <0.1% | History |
| HLHecla Mining Co | COM | 603 | $3.11K | <0.1% | History |
| LSILife Storage, Inc. | COM | 23 | $3.06K | <0.1% | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 594 | $3.00K | <0.1% | History |
| WIWWestern Asset Inflation-Linked Opportunities & Income Fund | CEF | 338 | $3.00K | <0.1% | History |
| BHKBlackRock Core Bond Trust | SHS BEN INT | 274 | $2.92K | <0.1% | History |
| VUZIVuzix Corp | COM NEW | 557 | $2.84K | <0.1% | History |
| TSEOQTrinseo PLC | COM | 222 | $2.81K | <0.1% | History |
| RTLNecessity Retail REIT, Inc. | COM CLASS A | 416 | $2.81K | <0.1% | History |
| STRLSterling Infrastructure, Inc. | COM | 50 | $2.79K | <0.1% | History |
| MODVModivCare Inc | COM | 61 | $2.76K | <0.1% | History |
| ECATBlackRock ESG Capital Allocation Term Trust | SHS BEN INT | 174 | $2.73K | <0.1% | History |
| BCATBlackRock Capital Allocation Term Trust | COM | 162 | $2.47K | <0.1% | History |
| CURVTorrid Holdings Inc. | COM | 865 | $2.43K | <0.1% | History |
| JRINuveen Real Asset Income & Growth Fund | COM | 211 | $2.41K | <0.1% | History |
| SLGCSomaLogic, Inc. | CLASS A COM | 1,037 | $2.40K | <0.1% | History |
| FPFFirst Trust Intermediate Duration Preferred & Income Fund | COM | 152 | $2.36K | <0.1% | History |
| BWGBrandywineGLOBAL-Global Income Opportunities Fund Inc | COM | 293 | $2.36K | <0.1% | History |
| AWFAlliancebernstein Global High Income Fund Inc | COM | 233 | $2.32K | <0.1% | History |
| ISDPGIM High Yield Bond Fund, Inc. | COM | 181 | $2.25K | <0.1% | History |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 50 | $2.24K | <0.1% | – |
| CENXCentury Aluminum Co | COM | 241 | $2.10K | <0.1% | History |
| Theratechnologies Inc88338H100 | COM | 2,484 | $2.09K | <0.1% | – |
| KLICKulicke & Soffa Industries Inc | COM | 35 | $2.08K | <0.1% | History |
| iShares Tr464287374 | NORTH AMERN NAT | 53 | $2.06K | <0.1% | – |
| FRFirst Industrial Realty Trust Inc | COM | 39 | $2.05K | <0.1% | History |
| Chindata Group Hldgs Ltd16955F107 | ADS | 283 | $2.03K | <0.1% | – |
| JKSJinkoSolar Holding Co., Ltd. | SPONSORED ADR | 45 | $2.00K | <0.1% | History |
| BMEZBlackRock Health Sciences Term Trust | COM SHS | 119 | $1.95K | <0.1% | History |
| STEWSRH Total Return Fund, Inc. | COM | 142 | $1.89K | <0.1% | History |
| BTXBlackRock Technology & Private Equity Term Trust | SHS BEN INT | 236 | $1.85K | <0.1% | History |
| NEXNextier Oilfield Solutions Inc. | COM | 198 | $1.77K | <0.1% | History |
| ISEEIVERIC bio, Inc. | COM | 42 | $1.65K | <0.1% | History |