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Eversource Wealth Advisors, LLC Top Holdings and 13F Report (2026)

About Eversource Wealth Advisors, LLC

Investment Activity

  • Eversource Wealth Advisors, LLC has $2.97 billion in total holdings as of June 30, 2026.
  • Eversource Wealth Advisors, LLC owns shares of 4,392 different stocks, but just 220 companies or ETFs make up 80% of its holdings.
  • Approximately 8.43% of the portfolio was purchased this quarter.
  • About NaN of the portfolio was sold this quarter.
  • This quarter, Eversource Wealth Advisors, LLC has purchased 4,384 new stocks and bought additional shares in 1,412 stocks.
  • Eversource Wealth Advisors, LLC sold shares of 2,402 stocks and completely divested from 221 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$110,460,762
Vanguard Value ETF
$81,995,460
PRAXIS IMPACT LARGE CAP GROWTH ETF
$58,911,060
Apple
$55,455,753

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$5,507,118 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK
$1,280,739 Holding
06368M203 - BANK MONTREAL MEDIUM MICROSECTORS FA
$743,126 Holding
74347Y656 - PROSHARES ULTRASHORT BLOOMBERG CRUDE OIL
$588,441 Holding
74350P659 - PROSHARES ULTRAPRO SHORT S&P500
$556,013 Holding

Largest Purchases this Quarter

Vanguard Growth ETF
916,671 shares (about $78.96M)
SPDR S&P 500 ETF Trust
27,403 shares (about $20.46M)
iShares Russell 2000 Growth ETF
29,504 shares (about $11.62M)
Pool
36,313 shares (about $7.80M)

Largest Sales this Quarter

Vanguard FTSE Europe ETF
40 shares (about $∞T)
Vanguard FTSE Developed Markets ETF
950,578 shares (about $67.73M)
Vanguard Value ETF
262,021 shares (about $57.10M)
PRAXIS IMPACT LARGE CAP GROWTH ETF
889,883 shares (about $34.72M)
PRAXIS IMPACT LARGE CAP VALUE ETF
922,610 shares (about $32.14M)

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
$110,460,762$78,962,036 â–²250.7%1,282,3403.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$81,995,460$57,102,354 â–¼-41.1%376,2462.8%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$71,969,643$67,728,632 â–¼-48.5%1,010,1012.4%ETF
PRAXIS IMPACT LARGE CAP GROWTH ETF
$58,911,060$34,723,252 â–¼-37.1%1,509,7652.0%ETF
Apple Inc. stock logo
AAPL
Apple
$55,455,753$18,269,871 â–¼-24.8%191,6501.9%Computer and Technology
PRAXIS IMPACT LARGE CAP VALUE ETF
$50,158,556$32,136,255 â–¼-39.1%1,440,0181.7%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$49,487,292$835,971 â–¼-1.7%655,3741.7%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$48,530,051$6,202,818 â–¼-11.3%242,5401.6%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$37,507,775$3,047,443 â–¼-7.5%51,8781.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$37,098,985$6,298,951 â–¼-14.5%103,8121.2%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$35,085,166$8,843,985 â–¼-20.1%382,8591.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$34,194,516$2,180,821 â–¼-6.0%81,2991.2%Auto/Tires/Trucks
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$33,623,730$11,364,559 â–¼-25.3%90,8661.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$33,492,622$5,152,693 â–¼-13.3%140,5241.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$32,867,659$6,032,669 â–¼-15.5%87,0091.1%Computer and Technology
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$31,736,584$512,154 â–¼-1.6%510,2351.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$31,428,402$1,984,879 â–¼-5.9%45,7601.1%ETF
Apollo Global Management Inc. stock logo
APO
Apollo Global Management
$30,097,208$710,927 â–¼-2.3%254,3921.0%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$29,962,656$5,655,626 â–¼-15.9%80,3261.0%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$29,267,257$726,659 â–¼-2.4%123,6891.0%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$28,794,946$15,202,284 â–¼-34.6%369,5921.0%ETF
ASML Holding N.V. stock logo
ASML
ASML
$28,128,229$1,828,265 â–¼-6.1%14,1390.9%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$25,737,442$4,859,415 â–¼-15.9%580,1950.9%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$24,756,891$21,838,947 â–¼-46.9%414,7580.8%ETF
FIDELITY WISE ORIGIN BITCOIN FUND
$23,426,254$332,489 â–²1.4%458,8880.8%ETF
Capital Group Core Equity ETF stock logo
CGUS
Capital Group Core Equity ETF
$23,178,973$1,121,608 â–²5.1%521,1100.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$22,703,697$20,463,422 â–²913.4%30,4030.8%Finance
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$21,175,729$2,863,022 â–¼-11.9%28,2760.7%ETF
Capital Group Core Plus Income ETF stock logo
CGCP
Capital Group Core Plus Income ETF
$21,162,156$5,717,365 â–²37.0%949,4010.7%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$21,157,807$2,030,290 â–²10.6%611,1440.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$20,862,186$575,625 â–¼-2.7%275,2630.7%ETF
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$20,632,673$4,109,265 â–¼-16.6%231,3080.7%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$19,980,502$209,782 â–¼-1.0%156,3910.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$19,944,671$16,884,139 â–¼-45.8%411,8250.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$19,762,376$201,041 â–¼-1.0%26,8360.7%Finance
EA Bridgeway Omni Small-Cap Value ETF stock logo
BSVO
EA Bridgeway Omni Small-Cap Value ETF
$19,678,855$781,496 â–²4.1%674,1710.7%ETF
Applied Finance Valuation Large Cap ETF stock logo
VSLU
Applied Finance Valuation Large Cap ETF
$19,656,173$3,500,385 â–¼-15.1%425,0320.7%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$19,558,832$59,355 â–¼-0.3%524,9280.7%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$18,087,245$7,906,235 â–¼-30.4%51,1900.6%Computer and Technology
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$18,003,163$2,839,268 â–²18.7%381,4230.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$17,677,384$15,673,151 â–¼-47.0%58,3180.6%ETF
Dell Technologies Inc. stock logo
DELL
Dell Technologies
$16,670,043$530,269 â–¼-3.1%38,6360.6%Computer and Technology
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$16,093,984$987,689 â–²6.5%154,9290.5%Finance
SMI 3FOURTEEN REAL ASSET ALLOCATION ETF
$15,948,943$1,221,466 â–²8.3%540,8690.5%ETF
PALANTIR TECHNOLOGIES INC CL A
$14,912,131$919,947 â–¼-5.8%127,8140.5%Stock
PIMCO Multi Sector Bond Active ETF stock logo
PYLD
PIMCO Multi Sector Bond Active ETF
$14,766,713$1,061,676 â–¼-6.7%556,8140.5%ETF
VANGUARD 0-3 MONTH TREASURY BILL ETF
$14,722,241$4,468,392 â–¼-23.3%194,5320.5%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$14,573,734$1,110,535 â–¼-7.1%247,0960.5%ETF
The Progressive Corporation stock logo
PGR
Progressive
$14,419,151$464,422 â–¼-3.1%66,0070.5%Finance
CRH PLC ORD
$14,340,993$122,523 â–¼-0.8%134,0190.5%Stock
PGIM AAA CLO ETF
$13,895,053$176,882 â–¼-1.3%271,0170.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$13,664,847$1,532,712 â–¼-10.1%24,2590.5%Computer and Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$12,681,862$4,536,244 â–¼-26.3%10,9870.4%Computer and Technology
DIMENSIONAL US CORE EQUITY 1 ETF
$12,553,787$1,323,078 â–¼-9.5%153,1320.4%ETF
Sovereigns Capital Flourish Fund
$12,154,536$5,696,119 â–¼-31.9%409,0270.4%ETF
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$12,136,347$213,585 â–¼-1.7%69,0390.4%Energy
CrowdStrike stock logo
CRWD
CrowdStrike
$11,848,435$721,926 â–¼-5.7%15,5260.4%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,767,616$4,733,888 â–¼-28.7%35,9500.4%Finance
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$11,713,641$11,623,424 â–²12,883.8%29,7330.4%ETF
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$11,532,185$2,075,931 â–²22.0%198,1480.4%ETF
FIDELITY ENHANCED INTERNATIONAL ETF
$11,062,797$2,578,112 â–¼-18.9%275,6740.4%ETF
Goldman Sachs ActiveBeta International Equity ETF stock logo
GSIE
Goldman Sachs ActiveBeta International Equity ETF
$10,525,578$84,819 â–²0.8%230,3190.4%ETF
iShares MBS ETF stock logo
MBB
iShares MBS ETF
$10,521,111$300,384 â–¼-2.8%111,3110.4%ETF
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$9,940,843$687,974 â–¼-6.5%108,3130.3%Finance
Vanguard Mortgage-Backed Securities ETF stock logo
VMBS
Vanguard Mortgage-Backed Securities ETF
$9,932,415$8,056,179 â–¼-44.8%212,1860.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$9,628,650$103,288 â–¼-1.1%131,1630.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$9,621,196$1,562,250 â–¼-14.0%19,2270.3%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$9,609,453$2,839,048 â–¼-22.8%28,1780.3%Computer and Technology
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$9,530,600$7,522,822 â–¼-44.1%124,2580.3%ETF
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$9,435,951$426,792 â–²4.7%94,0960.3%Finance
WALMART INC COM
$9,242,165$3,607,502 â–¼-28.1%81,6000.3%Stock
AutoZone, Inc. stock logo
AZO
AutoZone
$8,908,843$757,316 â–¼-7.8%2,7880.3%Retail/Wholesale
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$8,850,827$2,689,557 â–¼-23.3%7,3780.3%Medical
Vanguard Long-Term Bond ETF stock logo
BLV
Vanguard Long-Term Bond ETF
$8,544,114$7,422,412 â–¼-46.5%123,9530.3%ETF
iShares Broad USD Investment Grade Corporate Bond ETF stock logo
USIG
iShares Broad USD Investment Grade Corporate Bond ETF
$8,424,216$6,062,520 â–²256.7%164,2470.3%Manufacturing
Pool Corporation stock logo
POOL
Pool
$8,002,136$7,803,780 â–²3,934.2%37,2360.3%Consumer Discretionary
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$7,905,709$369,999 â–²4.9%139,9740.3%ETF
Ciena Corporation stock logo
CIEN
Ciena
$7,788,622$2,273,746 â–¼-22.6%15,8770.3%Computer and Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$7,641,985$10,652 â–²0.1%93,2630.3%ETF
INSPIRE 500 ETF
$7,593,415$883,448 â–²13.2%26,5420.3%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$7,553,289$1,936,112 â–²34.5%153,2730.3%ETF
HealthEquity, Inc. stock logo
HQY
HealthEquity
$7,532,056$1,580,871 â–²26.6%83,3930.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$7,525,681$5,598,588 â–¼-42.7%21,3380.3%Retail/Wholesale
Blackstone Inc. stock logo
BX
Blackstone
$7,497,190$84,369 â–²1.1%63,7140.3%Finance
RB Global, Inc. stock logo
RBA
RB Global
$7,467,060$461,378 â–¼-5.8%64,1220.3%Business Services
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$7,154,516$88,205 â–²1.2%45,5850.2%ETF
Kirby Corporation stock logo
KEX
Kirby
$7,081,932$8,974 â–¼-0.1%52,0840.2%Transportation
Invesco S&P MidCap 400 Revenue ETF stock logo
RWK
Invesco S&P MidCap 400 Revenue ETF
$6,962,305$38,027 â–¼-0.5%47,6030.2%ETF
Amplify CWP International Enhanced Dividend Income ETF stock logo
IDVO
Amplify CWP International Enhanced Dividend Income ETF
$6,933,423$390,305 â–²6.0%165,0820.2%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$6,915,286$116,891 â–²1.7%171,9790.2%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$6,848,079$11,773,186 â–¼-63.2%86,6510.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$6,704,593$412,429 â–¼-5.8%11,5420.2%Computer and Technology
Amplify CWP Enhanced Dividend Income ETF stock logo
DIVO
Amplify CWP Enhanced Dividend Income ETF
$6,594,960$425,467 â–¼-6.1%144,3100.2%ETF
Dimensional US Marketwide Value ETF stock logo
DFUV
Dimensional US Marketwide Value ETF
$6,591,594$3,790,224 â–¼-36.5%119,8260.2%ETF
Generac Holdings Inc. stock logo
GNRC
Generac
$6,582,075$3,941,808 â–²149.3%22,4790.2%Industrials
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$6,579,089$153,289 â–²2.4%41,6320.2%Financial Services
Chevron Corporation stock logo
CVX
Chevron
$6,541,082$1,008,794 â–¼-13.4%39,4620.2%Energy
Amgen Inc. stock logo
AMGN
Amgen
$6,328,646$799,907 â–¼-11.2%17,4770.2%Medical
WWJD
Inspire International ETF
$6,234,896$76,374 â–²1.2%163,5170.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$6,234,351$725,109 â–²13.2%76,9160.2%Manufacturing

Showing largest 100 holdings. View all holdings.
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