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Eversource Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Eversource Wealth Advisors, LLC

Investment Activity

  • Eversource Wealth Advisors, LLC has $2.21 billion in total holdings as of June 30, 2025.
  • Eversource Wealth Advisors, LLC owns shares of 4,249 different stocks, but just 213 companies or ETFs make up 80% of its holdings.
  • Approximately 15.96% of the portfolio was purchased this quarter.
  • About 5.15% of the portfolio was sold this quarter.
  • This quarter, Eversource Wealth Advisors, LLC has purchased 4,015 new stocks and bought additional shares in 2,750 stocks.
  • Eversource Wealth Advisors, LLC sold shares of 740 stocks and completely divested from 192 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$57,568,549
iShares Gold Trust
$45,655,190
NVIDIA
$36,776,715

Largest New Holdings this Quarter

74006E744 - PRAXIS IMPACT LARGE CAP VALUE ETF
$29,501,182 Holding
74006E736 - PRAXIS IMPACT LARGE CAP GROWTH ETF
$28,013,971 Holding
74347W353 - ProShares Ultra Silver
$1,018,661 Holding
64944P307 - FLAGSTAR FINANCIAL INC UNIT 05/07/51
$1,003,383 Holding
25434V740 - Dimensional Emerging Markets Value ETF
$780,280 Holding

Largest Purchases this Quarter

PRAXIS IMPACT LARGE CAP VALUE ETF
1,041,021 shares (about $29.50M)
PRAXIS IMPACT LARGE CAP GROWTH ETF
853,203 shares (about $28.01M)
Invesco QQQ
17,815 shares (about $9.83M)
VANGUARD 0-3 MONTH TREASURY BILL ETF
129,357 shares (about $9.77M)
Robinhood Markets
87,471 shares (about $8.19M)

Largest Sales this Quarter

AMERICAN HEALTHCARE REIT INC COM SHS
145,242 shares (about $5.34M)
Apple
24,023 shares (about $4.93M)
iShares Russell 1000 Growth ETF
11,204 shares (about $4.76M)
Vanguard FTSE Developed Markets ETF
80,135 shares (about $4.57M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEversource Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$76,380,522$3,016,624 4.1%174,2263.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$62,978,570$4,568,498 -6.8%1,104,6932.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$57,568,549$2,427,697 4.4%325,7252.6%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$45,655,190$1,177,980 2.6%732,1232.1%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$36,776,715$4,862,316 15.2%232,7781.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$36,494,253$4,928,806 -11.9%177,8731.6%Computer and Technology
FIDELITY WISE ORIGIN BITCOIN FUND
$36,004,320$1,978,398 5.8%383,0651.6%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$32,242,232$1,475,301 4.8%64,8211.5%Computer and Technology
PRAXIS IMPACT LARGE CAP VALUE ETF
$29,501,182$29,501,182 New Holding1,041,0211.3%ETF
PRAXIS IMPACT LARGE CAP GROWTH ETF
$28,013,971$28,013,971 New Holding853,2031.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$27,601,382$806,025 -2.8%48,5921.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$27,213,748$589,091 2.2%296,6721.2%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$26,379,561$4,365,035 19.8%86,7951.2%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$26,136,812$418,212 -1.6%332,1071.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$26,006,072$1,968,958 8.2%94,3451.2%Computer and Technology
Sovereigns Capital Flourish Fund
$25,693,059$1,944,113 8.2%851,8921.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$25,599,604$981,335 -3.7%116,6851.2%Retail/Wholesale
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$24,950,013$4,766,863 23.6%696,1501.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$24,883,752$255,086 1.0%78,3331.1%Auto/Tires/Trucks
PALANTIR TECHNOLOGIES INC CL A
$24,575,078$223,157 0.9%180,2741.1%Stock
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$22,251,339$1,837,638 -7.6%403,8361.0%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$22,098,331$1,693,228 -7.1%107,9711.0%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$21,363,217$1,709,635 -7.4%431,9291.0%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$19,166,841$155,343 0.8%241,0920.9%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$18,507,068$231,756 1.3%373,8050.8%ETF
The Progressive Corporation stock logo
PGR
Progressive
$17,815,884$184,401 1.0%66,7610.8%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$17,769,952$944,239 -5.0%100,8340.8%Computer and Technology
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$17,562,485$1,000,253 6.0%28,2860.8%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$16,066,679$1,081,590 7.2%154,0580.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$15,277,861$2,457,381 19.2%238,9430.7%ETF
PGIM AAA CLO ETF
$15,168,565$2,517,401 19.9%294,8210.7%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$15,105,172$1,865,820 14.1%20,4660.7%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$14,543,468$9,827,488 208.4%26,3640.7%Finance
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$14,140,103$2,243,241 18.9%382,8890.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$13,738,590$2,957,665 -17.7%22,2360.6%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$13,683,999$366,136 2.7%57,7430.6%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$13,355,142$376,079 2.9%100,3910.6%Finance
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$13,212,696$243,714 1.9%32,6910.6%Computer and Technology
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$12,935,189$2,003,552 18.3%476,7850.6%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$12,586,727$1,119,251 9.8%140,8070.6%Finance
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$12,417,085$207,040 1.7%609,2780.6%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$12,114,637$1,358,852 12.6%389,6630.5%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$12,012,997$10,620,643 -46.9%133,3000.5%ETF
CRH PLC ORD
$11,629,022$902,301 8.4%126,6780.5%Stock
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$10,811,330$327,582 -2.9%115,1490.5%ETF
AutoZone, Inc. stock logo
AZO
AutoZone
$10,700,689$363,742 3.5%2,8830.5%Retail/Wholesale
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$10,690,741$908,974 9.3%112,1560.5%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$10,493,618$36,006 0.3%175,4490.5%ETF
VANGUARD 0-3 MONTH TREASURY BILL ETF
$10,434,208$9,772,919 1,477.9%138,1100.5%ETF
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$10,161,295$136,981 -1.3%219,2770.5%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$10,084,045$452,810 -4.3%177,3800.5%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$10,076,818$1,631,564 19.3%247,8930.5%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$10,029,851$333,187 3.4%54,7870.5%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,837,520$3,088,433 45.8%20,2520.4%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$9,767,556$285,567 3.0%33,6910.4%Finance
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$9,559,757$433,058 4.7%424,8780.4%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$9,436,542$1,282,918 -12.0%25,7370.4%Retail/Wholesale
ASML Holding N.V. stock logo
ASML
ASML
$9,355,821$454,407 -4.6%11,6740.4%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$9,002,870$184,457 -2.0%116,4060.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$8,992,042$1,850,687 25.9%152,9780.4%ETF
DIMENSIONAL US CORE EQUITY 1 ETF
$8,833,657$500,307 -5.4%132,1410.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,765,028$216,771 2.5%49,4110.4%Computer and Technology
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$8,739,437$209,682 2.5%220,3590.4%ETF
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$8,430,192$1,480,786 21.3%237,0700.4%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$8,425,412$8,189,932 3,478.0%89,9860.4%Finance
CrowdStrike stock logo
CRWD
CrowdStrike
$8,326,972$516,425 -5.8%16,3500.4%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$8,135,933$135,220 1.7%54,3920.4%Finance
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$7,926,377$59,039 -0.7%113,9830.4%ETF
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
$7,610,183$132,952 1.8%297,0190.3%ETF
PFN
PIMCO Income Strategy Fund II
$7,508,353$106,948 1.4%1,016,0150.3%Financial Services
Walmart Inc. stock logo
WMT
Walmart
$7,487,952$152,147 2.1%76,5790.3%Retail/Wholesale
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$7,454,316$5,848,190 364.1%155,2660.3%ETF
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$7,447,522$3,009,689 67.8%280,6150.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$7,342,866$2,024,835 38.1%173,6720.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$7,184,794$341,495 5.0%5,3650.3%Consumer Discretionary
RB Global, Inc. stock logo
RBA
RB Global
$7,182,695$39,397 -0.5%67,6400.3%Business Services
Visa Inc. stock logo
V
Visa
$6,661,531$5,681 0.1%18,7620.3%Business Services
Graphic Packaging Holding Company stock logo
GPK
Graphic Packaging
$6,654,497$170,772 2.6%315,8280.3%Industrials
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$6,567,092$1,210,704 22.6%89,1900.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$6,472,060$2,892,588 -30.9%45,1990.3%Energy
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,390,108$21,463 0.3%47,9340.3%ETF
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$6,230,870$454,515 -6.8%172,7450.3%Finance
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$6,220,232$2,444,453 64.7%45,2690.3%Energy
Amgen Inc. stock logo
AMGN
Amgen
$6,161,627$2,367,430 -27.8%22,0680.3%Medical
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$6,099,266$135,179 -2.2%91,0070.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$5,832,103$507,484 9.5%78,8020.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$5,723,469$576,450 11.2%89,8360.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$5,624,489$365,265 -6.1%5,6820.3%Retail/Wholesale
WWJD
Inspire International ETF
$5,532,211$191,981 -3.4%161,4300.2%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$5,495,904$264,159 5.0%42,6300.2%Construction
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$5,373,453$348,975 6.9%105,3210.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$5,321,149$452,245 9.3%26,0030.2%Computer and Technology
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$5,205,107$362,508 -6.5%14,2150.2%ETF
Kirby Corporation stock logo
KEX
Kirby
$5,155,869$1,219,984 31.0%45,4610.2%Transportation
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$5,111,718$153,253 -2.9%190,5220.2%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$5,106,717$517,547 11.3%39,7350.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$5,056,009$620,394 14.0%118,0480.2%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$5,019,424$3,220,376 179.0%118,7750.2%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$4,844,237$27,552 -0.6%36,9230.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,770,904$840,365 21.4%6,1200.2%Medical

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