Eversource Wealth Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.28B
Q ending 2026-03-31
Prior quarter
$2.72B
Q ending 2025-12-31
Change
+20.7% QoQ · +80.2% YoY
Positions
4,386
reported holdings
Largest positions
Top 100 of 4,386 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Growth Etf | VUG | Shares | $159.7M | 366K |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $125.6M | 2.0M |
| Vanguard Value Etf | VTV | Shares | $125.2M | 638K |
| Praxis Impact Large Cap Growth Etf | PRXG | Shares | $78.9M | 2.4M |
| Praxis Impact Large Cap Value Etf | PRXV | Shares | $73.5M | 2.4M |
| Apple Inc Com | AAPL | Shares | $64.7M | 255K |
| Ishares Gold Trust Etf | IAU | Shares | $58.8M | 666K |
| Nvidia Corporation Com | NVDA | Shares | $47.7M | 274K |
| Vanguard Short-Term Bond Etf | BSV | Shares | $44.3M | 565K |
| State Street Spdr Bloomberg 1-3 Mo | BIL | Shares | $43.9M | 479K |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $42.2M | 781K |
| Vanguard Total Stock Market Etf | VTI | Shares | $39.0M | 122K |
| Vanguard Total International Bond | BNDX | Shares | $36.5M | 760K |
| Microsoft Corp Com | MSFT | Shares | $35.3M | 95K |
| Alphabet Inc Cap Stk Cl A | GOOGL | Shares | $34.9M | 121K |
| Amazon Com Inc Com | AMZN | Shares | $33.8M | 162K |
| Pacer Us Cash Cows 100 Etf | COWZ | Shares | $32.4M | 518K |
| Tesla Inc Com | TSLA | Shares | $32.2M | 86K |
| Broadcom Inc Com | AVGO | Shares | $31.9M | 103K |
| Vanguard S&P 500 Etf | VOO | Shares | $29.1M | 49K |
| Apollo Global Mgmt Inc Com | APO | Shares | $29.0M | 260K |
| Vanguard Small-Cap Etf | VB | Shares | $28.8M | 110K |
| Vanguard Dividend Appreciation Etf | VIG | Shares | $27.3M | 127K |
| Dimensional U.S. Core Equity 2 Etf | DFAC | Shares | $26.8M | 690K |
| Fidelity Wise Origin Bitcoin Fund | FBTC | Shares | $26.7M | 452K |
| Avantis International Equity Etf | AVDE | Shares | $23.5M | 277K |
| Alphabet Inc Cap Stk Cl C | GOOG | Shares | $21.1M | 74K |
| Ishares Core S&P 500 Etf | IVV | Shares | $21.0M | 32K |
| Applied Finance Valuation Large Ca | VSLU | Shares | $20.9M | 501K |
| Asml Hldg Nv N Y Registry Shs | Shares | $19.9M | 15K | |
| Ishares Core Dividend Growth Etf | DGRO | Shares | $19.9M | 283K |
| Palantir Technologies Inc Cl A | PLTR | Shares | $19.9M | 136K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $19.6M | 30K |
| Vanguard 0-3 Month Treasury Bill E | VBIL | Shares | $19.2M | 254K |
| Applied Matls Inc Com | AMAT | Shares | $19.2M | 56K |
| Capital Group Core Equity Etf | CGUS | Shares | $19.1M | 496K |
| Dimensional International Core Equ | DFIC | Shares | $18.7M | 527K |
| Vanguard Short-Term Corporate Bond | VCSH | Shares | $18.7M | 236K |
| Invesco S&P 500 Revenue Etf | RWL | Shares | $18.2M | 158K |
| Vanguard Mortgage-Backed Securitie | VMBS | Shares | $18.0M | 384K |
| Vanguard Intermediate-Term Bond Et | BIV | Shares | $17.2M | 222K |
| Ea Bridgeway Omni Small-Cap Value | BSVO | Shares | $16.4M | 647K |
| Capital Group International Focus | CGXU | Shares | $16.3M | 552K |
| Sovereigns Capital Flourish Fund | SOVF | Shares | $16.1M | 601K |
| Vanguard Long-Term Bond Etf | BLV | Shares | $15.9M | 232K |
| Vanguard Intermediate-Term Treasur | VGIT | Shares | $15.8M | 266K |
| Invesco Qqq Trust Series I | QQQ | Shares | $15.6M | 27K |
| Pimco Multisector Bond Active Exch | PYLD | Shares | $15.6M | 597K |
| Capital Group Core Plus Income Etf | CGCP | Shares | $15.5M | 693K |
| Meta Platforms Inc Cl A | META | Shares | $15.4M | 27K |
| Jpmorgan Chase & Co Com | JPM | Shares | $14.8M | 50K |
| Crh Plc Ord | Shares | $14.2M | 135K | |
| Ishares Msci Eafe Etf | EFA | Shares | $14.1M | 145K |
| Walmart Inc Com | WMT | Shares | $14.1M | 113K |
| Pgim Aaa Clo Etf | PAAA | Shares | $14.0M | 274K |
| Diamondback Energy Inc Com | FANG | Shares | $13.9M | 70K |
| Smi 3Fourteen Real Asset Allocatio | RAA | Shares | $13.8M | 499K |
| Progressive Corp Com | PGR | Shares | $13.5M | 68K |
| Capital Group Growth Etf | CGGR | Shares | $12.9M | 321K |
| Fidelity Enhanced International Et | FENI | Shares | $12.6M | 340K |
| Home Depot Inc Com | HD | Shares | $12.2M | 37K |
| Dimensional Us Core Equity 1 Etf | DCOR | Shares | $12.2M | 169K |
| Ishares Mbs Etf | MBB | Shares | $10.9M | 114K |
| Kkr & Co Inc Com | KKR | Shares | $10.7M | 116K |
| Berkshire Hathaway Inc Del Cl B Ne | BRK/B | Shares | $10.7M | 22K |
| Exxon Mobil Corp Com | XOM | Shares | $10.3M | 61K |
| Autozone Inc Com | AZO | Shares | $10.2M | 3K |
| Goldman Sachs Activebeta Internati | GSIE | Shares | $9.9M | 228K |
| Vanguard Total Bond Market Etf | BND | Shares | $9.8M | 133K |
| Vanguard Short-Term Treasury Etf | VGSH | Shares | $9.5M | 162K |
| Chevron Corporation Com | CVX | Shares | $9.4M | 46K |
| Ishares Russell 2000 Value Etf | IWN | Shares | $9.4M | 50K |
| Dimensional Us Marketwide Value Et | DFUV | Shares | $9.1M | 189K |
| Eli Lilly & Co Com | LLY | Shares | $8.8M | 10K |
| Ciena Corp Com New | CIEN | Shares | $8.0M | 21K |
| Jpmorgan Equity Premium Income Etf | JEPI | Shares | $7.6M | 133K |
| Blackstone Inc Com | BX | Shares | $7.2M | 63K |
| Vanguard Mega Cap Value Etf | MGV | Shares | $7.2M | 50K |
| Goldman Sachs Group Inc Com | GS | Shares | $7.0M | 8K |
| Strategy Inc Cl A New | MSTR | Shares | $7.0M | 56K |
| Kirby Corp Com | KEX | Shares | $6.9M | 52K |
| Amgen Inc Com | AMGN | Shares | $6.9M | 20K |
| Amplify Cwp Enhanced Dividend Inco | DIVO | Shares | $6.9M | 154K |
| Spdr Gold Shares Etf | GLD | Shares | $6.9M | 16K |
| Netflix Inc. Com | NFLX | Shares | $6.7M | 69K |
| Dimensional U.S. Equity Market Etf | DFUS | Shares | $6.6M | 93K |
| Dell Technologies Inc Cl C | DELL | Shares | $6.5M | 40K |
| Rb Global Inc Com | RBA | Shares | $6.5M | 68K |
| Crowdstrike Hldgs Inc Cl A | CRWD | Shares | $6.4M | 16K |
| Vanguard Mid-Cap Value Etf | VOE | Shares | $6.4M | 35K |
| Vanguard Mega Cap Growth Etf | MGK | Shares | $6.4M | 17K |
| Costco Wholesale Corporation Com | COST | Shares | $6.3M | 6K |
| Amplify Cwp International Enhanced | IDVO | Shares | $6.3M | 156K |
| Texas Pacific Land Corporation Com | TPL | Shares | $6.3M | 13K |
| Vanguard Total World Stock Etf | VT | Shares | $6.2M | 45K |
| Robinhood Mkts Inc Com Cl A | HOOD | Shares | $6.2M | 90K |
| Dimensional International Value Et | DFIV | Shares | $6.2M | 118K |
| Invesco S&P Midcap 400 Revenue Etf | RWK | Shares | $6.1M | 48K |
| Pgim Short Duration High Yield Etf | PSH | Shares | $6.1M | 123K |
| Inspire International Etf | WWJD | Shares | $6.0M | 162K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.