Filed: 2/10/2025ACC: 0001710537-25-000001
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 3757 equity positions with a total reported market value of $1.78B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3757
Positions
$1.78B
Total AUM (reported)
25.42M
Total Shares
Allocation by class
ETF$1.03B57.7%
STOCK$694.37M39.0%
ADR$24.16M1.4%
REIT$22.16M1.2%
CEF$11.63M0.7%
CONVERTIBLE PREFERRED$1.06M0.1%
CONVERTIBLE$10.7K0.0%
Portfolio Concentration
Top 3$179.56M10.1%
4–10$228.10M12.8%
11–25$298.95M16.8%
Rest$1.07B60.3%
Top 3 weight
10.1%
Top 10 weight
22.9%
Voting Authority Distribution
Total shares with voting rights: 25.42M
Sole
Full voting authority
25.42M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole3757
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings3757
Rows:
VANGUARD GROWTH ETF
SOLEShares165.25K
TypeSH
Market value$67.82M
3.81%
Sole
165.25K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.20M
TypeSH
Market value$57.55M
3.24%
Sole
1.20M
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares320.02K
TypeSH
Market value$54.18M
3.05%
Sole
320.02K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares213.91K
TypeSH
Market value$53.57M
3.01%
Sole
213.91K
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares687.73K
TypeSH
Market value$34.05M
1.91%
Sole
687.73K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares56.54K
TypeSH
Market value$30.46M
1.71%
Sole
56.54K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares73.57K
TypeSH
Market value$29.71M
1.67%
Sole
73.57K
Shared
0.00
None
0.00
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares314.03K
TypeSH
Market value$28.71M
1.61%
Sole
314.03K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares329.48K
TypeSH
Market value$26.88M
1.51%
Sole
329.48K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares58.64K
TypeSH
Market value$24.72M
1.39%
Sole
58.64K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares175.63K
TypeSH
Market value$23.59M
1.33%
Sole
175.63K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares105.46K
TypeSH
Market value$23.14M
1.30%
Sole
105.46K
Shared
0.00
None
0.00
Sovereigns Capital Flourish Fund
SOLEShares740.36K
TypeSH
Market value$22.77M
1.28%
Sole
740.36K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares114.16K
TypeSH
Market value$22.36M
1.26%
Sole
114.16K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares279.26K
TypeSH
Market value$21.58M
1.21%
Sole
279.26K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares471.32K
TypeSH
Market value$20.76M
1.17%
Sole
471.32K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares107.24K
TypeSH
Market value$20.30M
1.14%
Sole
107.24K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares69.51K
TypeSH
Market value$20.14M
1.13%
Sole
69.51K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares250.64K
TypeSH
Market value$19.55M
1.10%
Sole
250.64K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares84.32K
TypeSH
Market value$19.55M
1.10%
Sole
84.31K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares362.74K
TypeSH
Market value$17.79M
1.00%
Sole
362.74K
Shared
0.00
None
0.00
Vanguard International Dividend Appreciation ETF
SOLEShares219.99K
TypeSH
Market value$17.60M
0.99%
Sole
219.99K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares499.69K
TypeSH
Market value$17.28M
0.97%
Sole
499.69K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares224.34K
TypeSH
Market value$16.97M
0.95%
Sole
224.34K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares65.03K
TypeSH
Market value$15.58M
0.88%
Sole
65.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 165.25K | SH | $67.82M 3.81% | 165.25K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.20M | SH | $57.55M 3.24% | 1.20M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 320.02K | SH | $54.18M 3.05% | 320.02K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 213.91K | SH | $53.57M 3.01% | 213.91K | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 687.73K | SH | $34.05M 1.91% | 687.73K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 56.54K | SH | $30.46M 1.71% | 56.54K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 73.57K | SH | $29.71M 1.67% | 73.57K | 0.00 | 0.00 |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 314.03K | SH | $28.71M 1.61% | 314.03K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 329.48K | SH | $26.88M 1.51% | 329.48K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 58.64K | SH | $24.72M 1.39% | 58.64K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 175.63K | SH | $23.59M 1.33% | 175.63K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 105.46K | SH | $23.14M 1.30% | 105.46K | 0.00 | 0.00 |
Sovereigns Capital Flourish FundSOLE | ETF | 740.36K | SH | $22.77M 1.28% | 740.36K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 114.16K | SH | $22.36M 1.26% | 114.16K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 279.26K | SH | $21.58M 1.21% | 279.26K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 471.32K | SH | $20.76M 1.17% | 471.32K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 107.24K | SH | $20.30M 1.14% | 107.24K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 69.51K | SH | $20.14M 1.13% | 69.51K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 250.64K | SH | $19.55M 1.10% | 250.64K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 84.32K | SH | $19.55M 1.10% | 84.31K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 362.74K | SH | $17.79M 1.00% | 362.74K | 0.00 | 0.00 |
Vanguard International Dividend Appreciation ETFSOLE | ETF | 219.99K | SH | $17.60M 0.99% | 219.99K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 499.69K | SH | $17.28M 0.97% | 499.69K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 224.34K | SH | $16.97M 0.95% | 224.34K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | Stock | 65.03K | SH | $15.58M 0.88% | 65.03K | 0.00 | 0.00 |
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