Filed: 5/13/2025ACC: 0001710537-25-000003
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4018 equity positions with a total reported market value of $1.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4018
Positions
$1.82B
Total AUM (reported)
28.08M
Total Shares
Allocation by class
ETF$1.09B59.8%
STOCK$674.83M37.1%
ADR$23.94M1.3%
REIT$20.24M1.1%
CEF$12.48M0.7%
CONVERTIBLE PREFERRED$67.7K0.0%
Portfolio Concentration
Top 3$176.17M9.7%
4–10$215.63M11.8%
11–25$301.77M16.6%
Rest$1.13B61.9%
Top 3 weight
9.7%
Top 10 weight
21.5%
Voting Authority Distribution
Total shares with voting rights: 28.08M
Sole
Full voting authority
28.08M
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)
Sole4018
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4018
Rows:
VANGUARD GROWTH ETF
SOLEShares167.34K
TypeSH
Market value$62.06M
3.41%
Sole
167.34K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.18M
TypeSH
Market value$60.22M
3.31%
Sole
1.18M
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares311.99K
TypeSH
Market value$53.89M
2.96%
Sole
311.99K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares201.90K
TypeSH
Market value$44.85M
2.46%
Sole
201.89K
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares713.23K
TypeSH
Market value$42.05M
2.31%
Sole
713.23K
Shared
0.00
None
0.00
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares290.25K
TypeSH
Market value$26.62M
1.46%
Sole
290.25K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares337.42K
TypeSH
Market value$26.41M
1.45%
Sole
337.42K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares362.02K
TypeSH
Market value$26.05M
1.43%
Sole
362.02K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares50.01K
TypeSH
Market value$25.70M
1.41%
Sole
50.01K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares437.19K
TypeSH
Market value$23.94M
1.31%
Sole
437.19K
Shared
0.00
None
0.00
Sovereigns Capital Flourish Fund
SOLEShares787.43K
TypeSH
Market value$23.40M
1.28%
Sole
787.43K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares61.85K
TypeSH
Market value$23.22M
1.27%
Sole
61.85K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares121.16K
TypeSH
Market value$23.05M
1.27%
Sole
121.16K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares116.24K
TypeSH
Market value$22.55M
1.24%
Sole
116.24K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares202K
TypeSH
Market value$21.89M
1.20%
Sole
202K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares466.50K
TypeSH
Market value$21.11M
1.16%
Sole
466.49K
Shared
0.00
None
0.00
Vanguard International Dividend Appreciation ETF
SOLEShares251.15K
TypeSH
Market value$20.83M
1.14%
Sole
251.15K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares77.53K
TypeSH
Market value$20.09M
1.10%
Sole
77.53K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares72.43K
TypeSH
Market value$19.91M
1.09%
Sole
72.43K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares239.14K
TypeSH
Market value$18.88M
1.04%
Sole
239.14K
Shared
0.00
None
0.00
PROGRESSIVE CORP COM
SOLEShares66.07K
TypeSH
Market value$18.70M
1.03%
Sole
66.07K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares563.15K
TypeSH
Market value$18.58M
1.02%
Sole
563.15K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares369.12K
TypeSH
Market value$18.02M
0.99%
Sole
369.12K
Shared
0.00
None
0.00
ALPHABET INC CAP STK CL A
SOLEShares106.19K
TypeSH
Market value$16.42M
0.90%
Sole
106.19K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares27.02K
TypeSH
Market value$15.12M
0.83%
Sole
27.02K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 167.34K | SH | $62.06M 3.41% | 167.34K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.18M | SH | $60.22M 3.31% | 1.18M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 311.99K | SH | $53.89M 2.96% | 311.99K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 201.90K | SH | $44.85M 2.46% | 201.89K | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 713.23K | SH | $42.05M 2.31% | 713.23K | 0.00 | 0.00 |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 290.25K | SH | $26.62M 1.46% | 290.25K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 337.42K | SH | $26.41M 1.45% | 337.42K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 362.02K | SH | $26.05M 1.43% | 362.02K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 50.01K | SH | $25.70M 1.41% | 50.01K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 437.19K | SH | $23.94M 1.31% | 437.19K | 0.00 | 0.00 |
Sovereigns Capital Flourish FundSOLE | ETF | 787.43K | SH | $23.40M 1.28% | 787.43K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 61.85K | SH | $23.22M 1.27% | 61.85K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 121.16K | SH | $23.05M 1.27% | 121.16K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 116.24K | SH | $22.55M 1.24% | 116.24K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 202K | SH | $21.89M 1.20% | 202K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 466.50K | SH | $21.11M 1.16% | 466.49K | 0.00 | 0.00 |
Vanguard International Dividend Appreciation ETFSOLE | ETF | 251.15K | SH | $20.83M 1.14% | 251.15K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 77.53K | SH | $20.09M 1.10% | 77.53K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 72.43K | SH | $19.91M 1.09% | 72.43K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 239.14K | SH | $18.88M 1.04% | 239.14K | 0.00 | 0.00 |
PROGRESSIVE CORP COMSOLE | Stock | 66.07K | SH | $18.70M 1.03% | 66.07K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 563.15K | SH | $18.58M 1.02% | 563.15K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 369.12K | SH | $18.02M 0.99% | 369.12K | 0.00 | 0.00 |
ALPHABET INC CAP STK CL ASOLE | Stock | 106.19K | SH | $16.42M 0.90% | 106.19K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 27.02K | SH | $15.12M 0.83% | 27.02K | 0.00 | 0.00 |
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