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

About Eversource Wealth Advisors, LLC

Investment Activity

Eversource Wealth Advisors, LLC has $3.27 billion in total holdings as of March 31, 2026.
Eversource Wealth Advisors, LLC owns shares of 4,386 different stocks, but just 405 companies or ETFs make up 80% of its holdings.
Approximately 70.27% of the portfolio was purchased this quarter.
About ∞ of the portfolio was sold this quarter.
This quarter, Eversource Wealth Advisors, LLC has purchased 4,269 new stocks and bought additional shares in 2,606 stocks.
Eversource Wealth Advisors, LLC sold shares of 1,498 stocks and completely divested from 164 stocks this quarter.

Largest Holdings

Elevance Health: $58,381,254
Booking: $44,854,626
Organon & Co.: $41,756,324
Vanguard Growth ETF: $40,426,583
PRAXIS IMPACT LARGE CAP GROWTH ETF: $39,150,049

Largest New Holdings this Quarter

092528504 - iShares AAA CLO Active ETF: $23,155,304 Holding
29103K100 - FOLD HLDGS INC COM CL A: $19,230,668 Holding
890930308 - TORTOISE NORTH AMERICAN PIPELINE ETF: $15,256,529 Holding
33740F698 - FT Vest U.S. Equity Deep Buffer ETF - July: $14,047,217 Holding
05380C102 - Avita Medical: $9,704,263 Holding

Largest Purchases this Quarter

Elevance Health: 661,132 shares (about $58.21M)
Booking: 486,543 shares (about $44.83M)
Organon & Co.: 122,504 shares (about $40.50M)
Salesforce: 523,514 shares (about $35.56M)
Norwood Financial: 517,390 shares (about $32.39M)

Largest Sales this Quarter

Innovator U.S. Equity Buffer ETF - March: 175 shares (about $∞T)
Capital Group Core Plus Income ETF: 621,599 shares (about $395.81M)
iShares Gold Trust: 684,686 shares (about $210.61M)
Dimensional U.S. Core Equity 2 ETF: 566,957 shares (about $139.32M)
PGIM AAA CLO ETF: 289,774 shares (about $69.03M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ELV Elevance Health	$58,381,254	$58,205,089 â–²	33,040.1%	663,133	1.8%	Medical
BKNG Booking	$44,854,626	$44,831,314 â–²	192,309.5%	486,796	1.4%	Retail/Wholesale
OGN Organon & Co.	$41,756,324	$40,504,206 â–²	3,234.9%	126,291	1.3%	Medical
VUG Vanguard Growth ETF	$40,426,583	$31,078,114 â–¼	-43.5%	109,001	1.2%	ETF
PRAXIS IMPACT LARGE CAP GROWTH ETF	$39,150,049	$12,357,437 â–¼	-24.0%	1,024,040	1.2%	ETF
VEA Vanguard FTSE Developed Markets ETF	$38,840,439	$19,337,480 â–¼	-33.2%	700,860	1.2%	ETF
CRM Salesforce	$36,186,686	$35,562,207 â–²	5,694.7%	532,707	1.1%	Computer and Technology
VSLU Applied Finance Valuation Large Cap ETF	$35,109,234	$8,419,576 â–¼	-19.3%	255,076	1.1%	ETF
NWFL Norwood Financial	$32,387,643	$32,386,016 â–²	1,989,961.5%	517,416	1.0%	Finance
VTV Vanguard Value ETF	$31,922,568	$31,648,060 â–¼	-49.8%	176,296	1.0%	ETF
EVENTIDE US MARKET ETF	$30,396,302	$28,898,742 â–²	1,929.7%	980,376	0.9%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$30,298,114	$139,315,397 â–¼	-82.1%	123,301	0.9%	ETF
DEI Douglas Emmett	$29,125,748	$28,936,482 â–²	15,288.8%	264,072	0.9%	Finance
HIG The Hartford Insurance Group	$27,581,084	$27,321,216 â–²	10,513.5%	423,054	0.8%	Finance
CVX Chevron	$27,301,087	$24,744,603 â–²	967.9%	422,243	0.8%	Energy
VBK Vanguard Small-Cap Growth ETF	$27,130,750	$26,707,023 â–²	6,302.9%	62,300	0.8%	ETF
LEN.B Lennar	$26,850,064	$26,839,548 â–²	255,225.3%	454,479	0.8%	Construction
IONQ IonQ	$26,266,670	$26,141,153 â–²	20,826.7%	63,408	0.8%	Computer and Technology
STEP StepStone Group	$26,140,357	$25,110,497 â–²	2,438.2%	70,817	0.8%	Finance
LXP INDUSTRIAL TRUST COM	$26,097,314	$25,712,110 â–²	6,674.9%	47,289	0.8%	REIT
JPM JPMorgan Chase & Co.	$25,940,506	$24,763,441 â–²	2,103.8%	785,467	0.8%	Finance
TRP TC Energy	$25,530,691	$24,625,525 â–²	2,720.6%	119,112	0.8%	Energy
QSI Quantum-Si	$24,368,353	$24,351,760 â–²	146,757.4%	627,081	0.7%	Computer and Technology
PRAXIS IMPACT LARGE CAP VALUE ETF	$23,849,594	$19,577,773 â–¼	-45.1%	755,615	0.7%	ETF
DFAS Dimensional U.S. Small Cap ETF	$23,542,316	$15,040,740 â–²	176.9%	148,854	0.7%	ETF
CLOA iShares AAA CLO Active ETF	$23,155,304	$23,155,304 â–²	New Holding	132,771	0.7%	ETF
PROSHARES ULTRA BLOOMBERG NATURAL GAS	$21,726,120	$14,759,571 â–²	211.9%	117,401	0.7%	ETF
ADT ADT	$20,858,511	$1,846,048 â–²	9.7%	68,359	0.6%	Industrials
RGNX REGENXBIO	$20,209,997	$19,574,263 â–²	3,079.0%	79,634	0.6%	Medical
AR Antero Resources	$19,922,127	$19,508,177 â–²	4,712.7%	284,382	0.6%	Energy
RM Regional Management	$19,745,263	$19,738,997 â–²	314,993.8%	100,830	0.6%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$19,250,647	$14,764,939 â–²	329.2%	66,901	0.6%	ETF
FOLD HLDGS INC COM CL A	$19,230,668	$19,230,668 â–²	New Holding	494,261	0.6%	Stock
TSHA Taysha Gene Therapies	$18,683,463	$18,670,155 â–²	140,287.9%	127,753	0.6%	Medical
CLH Clean Harbors	$18,394,592	$15,122,302 â–²	462.1%	55,578	0.6%	Business Services
FNX First Trust Mid Cap Core AlphaDEX Fund	$18,159,532	$18,158,153 â–²	1,316,841.7%	158,033	0.6%	Manufacturing
HAFC Hanmi Financial	$18,148,481	$15,438,808 â–²	569.8%	15,773	0.6%	Finance
WY Weyerhaeuser	$18,020,728	$17,823,055 â–²	9,016.4%	227,455	0.6%	Construction
DIHP Dimensional International High Profitability ETF	$17,475,069	$15,125,802 â–²	643.9%	475,299	0.5%	ETF
AMZN Amazon.com	$17,129,335	$10,151,848 â–¼	-37.2%	86,959	0.5%	Retail/Wholesale
REAVES UTIL INCOME FD COM SH BEN INT	$17,073,470	$17,007,750 â–²	25,879.3%	519,585	0.5%	CEF
SDRL Seadrill	$16,862,236	$16,825,402 â–²	45,678.5%	433,522	0.5%	Energy
BSV Vanguard Short-Term Bond ETF	$16,790,693	$15,181,147 â–¼	-47.5%	182,413	0.5%	ETF
KLC KinderCare Learning Companies	$16,650,302	$16,593,629 â–²	29,279.5%	25,854	0.5%	Consumer Discretionary
CGDV Capital Group Dividend Value ETF	$16,370,615	$13,124,507 â–²	404.3%	552,558	0.5%	ETF
CNK Cinemark	$15,728,861	$15,672,375 â–²	27,745.6%	153,151	0.5%	Consumer Discretionary
DFSV Dimensional US Small Cap Value ETF	$15,532,734	$13,196,489 â–²	564.9%	691,859	0.5%	ETF
FFIN First Financial Bankshares	$15,352,772	$15,283,475 â–²	22,054.9%	472,565	0.5%	Finance
NEWT NewtekOne	$15,299,951	$14,751,904 â–²	2,691.7%	29,676	0.5%	Finance
TORTOISE NORTH AMERICAN PIPELINE ETF	$15,256,529	$15,256,529 â–²	New Holding	47,556	0.5%	ETF
BNDX Vanguard Total International Bond ETF	$14,412,691	$4,697,435 â–¼	-24.6%	295,959	0.4%	ETF
BND Vanguard Total Bond Market ETF	$14,212,279	$8,580,294 â–²	152.3%	295,433	0.4%	ETF
DJUL FT Vest U.S. Equity Deep Buffer ETF - July	$14,047,217	$14,047,217 â–²	New Holding	274,467	0.4%	ETF
OSK Oshkosh	$14,035,573	$12,774,201 â–²	1,012.7%	22,477	0.4%	Auto/Tires/Trucks
FCN FTI Consulting	$13,964,159	$13,932,140 â–²	43,511.8%	132,580	0.4%	Business Services
ASUR Asure Software	$13,790,159	$13,789,634 â–²	2,628,568.4%	499,447	0.4%	Computer and Technology
AGG iShares Core U.S. Aggregate Bond ETF	$13,740,818	$13,203,674 â–²	2,458.1%	174,899	0.4%	Finance
HSHP Himalaya Shipping	$13,354,294	$13,345,592 â–²	153,359.1%	67,522	0.4%	Transportation
RWX SPDR Dow Jones International Real Estate ETF	$13,002,712	$12,989,393 â–²	97,523.4%	512,523	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$12,736,638	$10,079,385 â–¼	-44.2%	236,993	0.4%	ETF
JNJ Johnson & Johnson	$12,684,664	$8,660,647 â–²	215.2%	47,520	0.4%	Medical
SLRC SLR Investment	$12,582,960	$11,789,995 â–²	1,486.8%	63,473	0.4%	Finance
VONV Vanguard Russell 1000 Value ETF	$12,559,638	$12,388,940 â–²	7,257.8%	148,039	0.4%	ETF
IAU iShares Gold Trust	$12,088,799	$210,606,128 â–¼	-94.6%	39,301	0.4%	Finance
USIG iShares Broad USD Investment Grade Corporate Bond ETF	$11,831,662	$8,294,413 â–²	234.5%	151,262	0.4%	Manufacturing
SCHW Charles Schwab	$11,456,672	$7,962,960 â–²	227.9%	54,081	0.3%	Finance
DVN Devon Energy	$11,273,203	$5,279,641 â–²	88.1%	46,740	0.3%	Energy
LITE Lumentum	$11,263,074	$11,103,415 â–²	6,954.5%	7,901	0.3%	Computer and Technology
TCX Tucows	$11,177,137	$11,175,397 â–²	642,175.9%	186,260	0.3%	Computer and Technology
GNRC Generac	$11,044,372	$10,831,915 â–²	5,098.4%	35,921	0.3%	Industrials
Sovereigns Capital Flourish Fund	$10,950,329	$11,232,165 â–¼	-50.6%	224,690	0.3%	ETF
PRVA Privia Health Group	$10,937,279	$10,913,473 â–²	45,843.4%	261,418	0.3%	Medical
TJX TJX Companies	$10,527,919	$9,676,382 â–²	1,136.3%	169,206	0.3%	Retail/Wholesale
WLFC Willis Lease Finance	$10,212,180	$10,211,354 â–²	1,235,500.0%	111,204	0.3%	Transportation
PFSI PennyMac Financial Services	$10,008,806	$9,984,273 â–²	40,697.3%	138,303	0.3%	Finance
HL Hecla Mining	$9,996,072	$9,776,136 â–²	4,445.0%	230,204	0.3%	Basic Materials
FLUTTER ENTMT PLC SHS	$9,735,330	$9,725,926 â–²	103,425.8%	369,587	0.3%	Stock
RCEL Avita Medical	$9,704,263	$9,704,263 â–²	New Holding	102,251	0.3%	Medical
ICOW Pacer Developed Markets International Cash Cows 100 ETF	$9,402,825	$9,308,789 â–²	9,899.2%	49,596	0.3%	ETF
WALMART INC COM	$8,734,266	$3,613,495 â–²	70.6%	155,015	0.3%	Stock
AVDE Avantis International Equity ETF	$8,627,771	$4,684,334 â–¼	-35.2%	120,631	0.3%	ETF
VIRTUS SEIX AAA PRIVATE CREDIT CLO ETF	$8,580,574	$8,031,584 â–²	1,463.0%	113,425	0.3%	ETF
VB Vanguard Small-Cap ETF	$8,346,873	$3,153,707 â–¼	-27.4%	41,815	0.3%	ETF
BRCC BRC	$8,222,752	$7,895,535 â–²	2,412.9%	14,374	0.3%	Consumer Staples
LLY Eli Lilly and Company	$7,822,852	$7,453,488 â–²	2,017.9%	150,987	0.2%	Medical
MSGE Madison Square Garden Entertainment	$7,783,313	$7,770,543 â–²	60,847.7%	106,049	0.2%	Consumer Discretionary
THR Thermon Group	$7,569,005	$7,566,061 â–²	256,976.9%	133,680	0.2%	Computer and Technology
SONY Sony	$7,538,485	$6,660,911 â–²	759.0%	144,323	0.2%	Consumer Discretionary
UHS Universal Health Services	$7,481,978	$7,415,167 â–²	11,098.7%	51,066	0.2%	Medical
PFE Pfizer	$7,478,194	$2,101,587 â–²	39.1%	29,787	0.2%	Medical
TQQQ ProShares UltraPro QQQ	$7,463,948	$6,755,514 â–²	953.6%	29,100	0.2%	ETF
HUDSON PACIFIC PROPERTIES INC COM	$7,451,140	$7,450,243 â–²	830,433.3%	124,580	0.2%	REIT
RIOT Riot Platforms	$7,416,926	$7,326,156 â–²	8,071.1%	45,023	0.2%	Finance
TXN Texas Instruments	$7,323,901	$6,754,920 â–²	1,187.2%	49,261	0.2%	Computer and Technology
JHG Janus Henderson Group	$7,275,310	$6,809,994 â–²	1,463.5%	156,868	0.2%	Finance
APAM Artisan Partners Asset Management	$7,268,099	$6,811,696 â–²	1,492.5%	63,683	0.2%	Finance
CBRL Cracker Barrel Old Country Store	$7,210,208	$7,111,598 â–²	7,211.8%	18,572	0.2%	Retail/Wholesale
BIV Vanguard Intermediate-Term Bond ETF	$7,132,589	$2,353,352 â–¼	-24.8%	88,994	0.2%	ETF
PSEC Prospect Capital	$7,036,601	$7,007,965 â–²	24,473.0%	36,368	0.2%	Finance
WSM Williams-Sonoma	$7,013,304	$6,943,211 â–²	9,905.7%	53,030	0.2%	Retail/Wholesale

Showing largest 100 holdings. View all holdings.

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

About Eversource Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Eversource Wealth Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofEversource Wealth Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools