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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 $1.82 billion in total holdings as of March 31, 2025.
  • Eversource Wealth Advisors, LLC owns shares of 4,018 different stocks, but just 174 companies or ETFs make up 80% of its holdings.
  • Approximately 12.20% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Eversource Wealth Advisors, LLC has purchased 3,756 new stocks and bought additional shares in 2,206 stocks.
  • Eversource Wealth Advisors, LLC sold shares of 996 stocks and completely divested from 237 stocks this quarter.

Largest Holdings

Vanguard Value ETF
$53,892,906
Apple
$44,847,005
iShares Gold Trust
$42,052,235

Largest New Holdings this Quarter

69344A834 - PGIM AAA CLO ETF
$12,616,719 Holding
26923N397 - SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
$7,033,103 Holding
78468R523 - SPDR Bloomberg 3-12 Month T-Bill ETF
$2,069,293 Holding
92647X830 - VictoryShares Free Cash Flow ETF
$1,837,682 Holding
6926069LL - BLACKSTONE PRIVATE CREDIT FUND
$1,790,048 Holding

Largest Purchases this Quarter

PGIM AAA CLO ETF
245,892 shares (about $12.62M)
Pacer US Cash Cows 100 ETF
176,504 shares (about $9.67M)
iShares MSCI EAFE ETF
106,795 shares (about $8.73M)
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
291,830 shares (about $7.03M)
SPDR S&P 500 ETF Trust
11,447 shares (about $6.40M)

Largest Sales this Quarter

Vanguard Health Care ETF
33,912 shares (about $8.98M)
Vanguard Real Estate ETF
89,800 shares (about $8.13M)
iShares U.S. Technology ETF
42,232 shares (about $5.93M)
Costco Wholesale
4,675 shares (about $4.42M)
i3 Verticals
179,020 shares (about $4.42M)

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
$62,055,030$778,724 1.3%167,3453.4%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$60,224,793$950,216 -1.6%1,184,8283.3%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$53,892,906$1,387,619 -2.5%311,9893.0%ETF
Apple Inc. stock logo
AAPL
Apple
$44,847,005$2,668,439 -5.6%201,8962.5%Computer and Technology
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$42,052,235$1,503,775 3.7%713,2332.3%Finance
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$26,624,646$2,181,341 -7.6%290,2501.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$26,413,335$4,552,846 20.8%337,4211.5%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$26,054,323$2,341,691 9.9%362,0161.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$25,701,083$3,355,309 -11.5%50,0111.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$23,940,320$9,665,343 67.7%437,1871.3%ETF
Sovereigns Capital Flourish Fund
$23,395,363$1,398,703 6.4%787,4321.3%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$23,219,956$1,207,265 5.5%61,8551.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$23,051,598$2,986,331 14.9%121,1581.3%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$22,550,079$404,467 1.8%116,2441.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$21,893,008$2,857,660 15.0%202,0021.2%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$21,113,551$218,425 -1.0%466,4951.2%ETF
Vanguard International Dividend Appreciation ETF stock logo
VIGI
Vanguard International Dividend Appreciation ETF
$20,830,382$2,584,493 14.2%251,1501.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$20,092,526$1,026,007 5.4%77,5301.1%Auto/Tires/Trucks
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$19,907,603$803,087 4.2%72,4331.1%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$18,877,515$908,124 -4.6%239,1381.0%ETF
The Progressive Co. stock logo
PGR
Progressive
$18,698,506$293,199 1.6%66,0701.0%Finance
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$18,578,193$2,093,315 12.7%563,1461.0%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$18,020,653$311,667 1.8%369,1241.0%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,421,450$162,526 -1.0%106,1920.9%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$15,116,366$6,403,325 73.5%27,0230.8%Finance
PALANTIR TECHNOLOGIES INC CL A
$15,076,975$3,857,505 -20.4%178,6370.8%Stock
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$14,988,950$1,841,941 14.0%26,6750.8%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$14,600,123$483,199 3.4%87,2020.8%Computer and Technology
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$14,273,883$552,629 4.0%143,6870.8%ETF
PGIM AAA CLO ETF
$12,616,719$12,616,719 New Holding245,8920.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$12,461,860$280,513 -2.2%56,1980.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$12,387,504$1,004,295 8.8%200,5100.7%ETF
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$11,646,872$417,493 3.7%599,1190.6%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$11,279,441$54,799 -0.5%97,5640.6%Finance
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$11,125,871$464,961 4.4%118,6380.6%ETF
Chevron Co. stock logo
CVX
Chevron
$10,940,698$291,250 -2.6%65,4000.6%Energy
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$10,759,677$2,860,276 36.2%322,1460.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$10,715,023$251,786 -2.3%29,2360.6%Retail/Wholesale
AutoZone, Inc. stock logo
AZO
AutoZone
$10,618,631$95,320 0.9%2,7850.6%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$10,590,616$3,680,674 53.3%185,3450.6%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$10,484,824$8,728,363 496.9%128,2860.6%Finance
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$10,385,930$36,353 -0.3%174,8470.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,338,614$909,484 9.6%17,9380.6%Computer and Technology
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$10,291,592$663,529 -6.1%222,2330.6%ETF
CRH PLC ORD
$10,279,230$167,055 1.7%116,8490.6%Stock
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$9,863,857$3,070,676 45.2%402,9350.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$9,607,202$4,487,634 87.7%345,9560.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$9,516,774$462,333 5.1%30,5470.5%Medical
Strategy Incorporated stock logo
MSTR
Strategy
$9,250,008$2,701,667 41.3%32,0880.5%Computer and Technology
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$9,106,422$1,867,774 25.8%405,6310.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$9,095,862$1,261,802 -12.2%118,7910.5%ETF
DIMENSIONAL US CORE EQUITY 1 ETF
$8,563,200$991,829 13.1%139,6250.5%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$8,247,583$1,006,957 -10.9%102,6200.5%ETF
ASML Holding stock logo
ASML
ASML
$8,111,312$3,170,707 64.2%12,2410.4%Computer and Technology
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$8,086,436$92,602 1.2%114,8320.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$8,022,634$14,472 -0.2%32,7060.4%Finance
Graphic Packaging Holding stock logo
GPK
Graphic Packaging
$7,988,494$117,106 1.5%307,7230.4%Industrials
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$7,686,610$519,677 7.3%52,9670.4%Computer and Technology
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$7,667,324$210,264 -2.7%215,0720.4%ETF
PFN
PIMCO Income Strategy Fund II
$7,551,635$965,346 14.7%1,001,5430.4%Financial Services
Alphabet Inc. stock logo
GOOG
Alphabet
$7,528,705$1,311,106 -14.8%48,1890.4%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$7,476,659$127,202 1.7%53,4880.4%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$7,399,890$3,395,300 -31.5%13,8940.4%Finance
Vanguard Short-Term Treasury Index ETF stock logo
VGSH
Vanguard Short-Term Treasury Index ETF
$7,130,433$72,600 1.0%121,4930.4%ETF
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$7,115,619$1,472,677 26.1%207,7560.4%ETF
ConocoPhillips stock logo
COP
ConocoPhillips
$7,097,788$615,838 9.5%67,5850.4%Energy
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
$7,033,103$7,033,103 New Holding291,8300.4%ETF
American Homes 4 Rent stock logo
AMH
American Homes 4 Rent
$7,007,920$406,003 -5.5%185,3460.4%Finance
RB Global, Inc. stock logo
RBA
RB Global
$6,821,521$124,673 -1.8%68,0110.4%Business Services
Walmart Inc. stock logo
WMT
Walmart
$6,586,258$152,315 2.4%75,0230.4%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$6,569,543$256,530 4.1%18,7460.4%Business Services
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$6,476,472$650,769 11.2%195,4280.4%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,160,828$2,650,266 75.5%47,7730.3%ETF
CrowdStrike Holdings, Inc. stock logo
CRWD
CrowdStrike
$6,122,064$239,397 4.1%17,3640.3%Computer and Technology
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$5,723,217$4,421,755 -43.6%6,0510.3%Retail/Wholesale
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$5,626,066$63,443 -1.1%93,0240.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$5,343,277$3,758,664 237.2%72,7470.3%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$5,183,4140.0%125,7810.3%ETF
D.R. Horton, Inc. stock logo
DHI
D.R. Horton
$5,159,109$209,766 4.2%40,5810.3%Construction
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$5,153,098$3,630,519 238.4%196,2340.3%ETF
WWJD
Inspire International ETF
$5,135,378$268,341 5.5%167,0320.3%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$5,052,584$708,799 -12.3%13,9930.3%ETF
iShares Floating Rate Bond ETF stock logo
FLOT
iShares Floating Rate Bond ETF
$5,027,469$748,497 17.5%98,4810.3%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$4,827,079$546,055 12.8%80,7880.3%ETF
Vanguard Mega Cap Value ETF stock logo
MGV
Vanguard Mega Cap Value ETF
$4,784,157$222,246 -4.4%37,1330.3%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$4,767,815$424,063 9.8%71,9450.3%ETF
Netflix, Inc. stock logo
NFLX
Netflix
$4,765,583$620,179 15.0%5,1100.3%Consumer Discretionary
Vanguard Mega Cap Growth ETF stock logo
MGK
Vanguard Mega Cap Growth ETF
$4,696,520$40,463 -0.9%15,2050.3%ETF
AMERICAN HEALTHCARE REIT INC COM SHS
$4,409,172$110,413 -2.4%145,5170.2%REIT
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$4,406,072$2,338,067 113.1%167,2130.2%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$4,393,204$958,291 27.9%27,4790.2%Energy
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$4,303,258$530,667 14.1%36,1830.2%Energy
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$4,180,351$84,124 2.1%26,0390.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,164,762$825,188 24.7%5,0420.2%Medical
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$4,140,394$499,403 13.7%35,7080.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$4,076,252$787 0.0%103,5630.2%ETF
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$4,059,983$157,499 4.0%23,7930.2%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,008,636$361,992 -8.3%8,5490.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$3,992,208$1,596,883 -28.6%50.2%Finance
LKQ Co. stock logo
LKQ
LKQ
$3,983,632$108,818 2.8%93,6440.2%Auto/Tires/Trucks

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