Filed: 8/13/2025ACC: 0001710537-25-000006
📋 What this filing means
EVERSOURCE WEALTH ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 4249 equity positions with a total reported market value of $2.21B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
4249
Positions
$2.21B
Total AUM (reported)
34.86M
Total Shares
Allocation by class
ETF$1.28B57.9%
STOCK$860.66M38.9%
ADR$37.46M1.7%
REIT$19.74M0.9%
CEF$13.49M0.6%
CONVERTIBLE PREFERRED$66.5K0.0%
Portfolio Concentration
Top 3$196.93M8.9%
4–10$244.69M11.0%
11–25$362.43M16.4%
Rest$1.41B63.7%
Top 3 weight
8.9%
Top 10 weight
19.9%
Voting Authority Distribution
Total shares with voting rights: 34.86M
Sole
Full voting authority
34.86M
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)
Sole4249
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings4249
Rows:
VANGUARD GROWTH ETF
SOLEShares174.23K
TypeSH
Market value$76.38M
3.45%
Sole
174.22K
Shared
0.00
None
0.00
VANGUARD FTSE DEVELOPED MARKETS ETF
SOLEShares1.10M
TypeSH
Market value$62.98M
2.84%
Sole
1.10M
Shared
0.00
None
0.00
VANGUARD VALUE ETF
SOLEShares325.73K
TypeSH
Market value$57.57M
2.60%
Sole
325.72K
Shared
0.00
None
0.00
iShares Gold Trust ETF
SOLEShares732.12K
TypeSH
Market value$45.66M
2.06%
Sole
732.12K
Shared
0.00
None
0.00
NVIDIA CORPORATION COM
SOLEShares232.78K
TypeSH
Market value$36.78M
1.66%
Sole
232.78K
Shared
0.00
None
0.00
APPLE INC COM
SOLEShares177.87K
TypeSH
Market value$36.49M
1.65%
Sole
177.87K
Shared
0.00
None
0.00
FIDELITY WISE ORIGIN BITCOIN FUND
SOLEShares383.06K
TypeSH
Market value$36.00M
1.63%
Sole
383.06K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares64.82K
TypeSH
Market value$32.24M
1.46%
Sole
64.82K
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP VALUE ETF
SOLEShares1.04M
TypeSH
Market value$29.50M
1.33%
Sole
1.04M
Shared
0.00
None
0.00
PRAXIS IMPACT LARGE CAP GROWTH ETF
SOLEShares853.20K
TypeSH
Market value$28.01M
1.26%
Sole
853.20K
Shared
0.00
None
0.00
VANGUARD S&P 500 ETF
SOLEShares48.59K
TypeSH
Market value$27.60M
1.25%
Sole
48.59K
Shared
0.00
None
0.00
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
SOLEShares296.67K
TypeSH
Market value$27.21M
1.23%
Sole
296.67K
Shared
0.00
None
0.00
VANGUARD TOTAL STOCK MARKET ETF
SOLEShares86.80K
TypeSH
Market value$26.38M
1.19%
Sole
86.79K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM BOND ETF
SOLEShares332.11K
TypeSH
Market value$26.14M
1.18%
Sole
332.11K
Shared
0.00
None
0.00
BROADCOM INC COM
SOLEShares94.34K
TypeSH
Market value$26.01M
1.17%
Sole
94.34K
Shared
0.00
None
0.00
Sovereigns Capital Flourish Fund
SOLEShares851.89K
TypeSH
Market value$25.69M
1.16%
Sole
851.89K
Shared
0.00
None
0.00
AMAZON COM INC COM
SOLEShares116.69K
TypeSH
Market value$25.60M
1.16%
Sole
116.68K
Shared
0.00
None
0.00
DIMENSIONAL U.S. CORE EQUITY 2 ETF
SOLEShares696.15K
TypeSH
Market value$24.95M
1.13%
Sole
696.15K
Shared
0.00
None
0.00
TESLA INC COM
SOLEShares78.33K
TypeSH
Market value$24.88M
1.12%
Sole
78.33K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC CL A
SOLEShares180.27K
TypeSH
Market value$24.58M
1.11%
Sole
180.27K
Shared
0.00
None
0.00
PACER US CASH COWS 100 ETF
SOLEShares403.84K
TypeSH
Market value$22.25M
1.00%
Sole
403.83K
Shared
0.00
None
0.00
VANGUARD DIVIDEND APPRECIATION ETF
SOLEShares107.97K
TypeSH
Market value$22.10M
1.00%
Sole
107.97K
Shared
0.00
None
0.00
VANGUARD FTSE EMERGING MARKETS ETF
SOLEShares431.93K
TypeSH
Market value$21.36M
0.96%
Sole
431.93K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares241.09K
TypeSH
Market value$19.17M
0.87%
Sole
241.09K
Shared
0.00
None
0.00
VANGUARD TOTAL INTERNATIONAL BOND ETF
SOLEShares373.81K
TypeSH
Market value$18.51M
0.84%
Sole
373.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD GROWTH ETFSOLE | ETF | 174.23K | SH | $76.38M 3.45% | 174.22K | 0.00 | 0.00 |
VANGUARD FTSE DEVELOPED MARKETS ETFSOLE | ETF | 1.10M | SH | $62.98M 2.84% | 1.10M | 0.00 | 0.00 |
VANGUARD VALUE ETFSOLE | ETF | 325.73K | SH | $57.57M 2.60% | 325.72K | 0.00 | 0.00 |
iShares Gold Trust ETFSOLE | ETF | 732.12K | SH | $45.66M 2.06% | 732.12K | 0.00 | 0.00 |
NVIDIA CORPORATION COMSOLE | Stock | 232.78K | SH | $36.78M 1.66% | 232.78K | 0.00 | 0.00 |
APPLE INC COMSOLE | Stock | 177.87K | SH | $36.49M 1.65% | 177.87K | 0.00 | 0.00 |
FIDELITY WISE ORIGIN BITCOIN FUNDSOLE | ETF | 383.06K | SH | $36.00M 1.63% | 383.06K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | Stock | 64.82K | SH | $32.24M 1.46% | 64.82K | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP VALUE ETFSOLE | ETF | 1.04M | SH | $29.50M 1.33% | 1.04M | 0.00 | 0.00 |
PRAXIS IMPACT LARGE CAP GROWTH ETFSOLE | ETF | 853.20K | SH | $28.01M 1.26% | 853.20K | 0.00 | 0.00 |
VANGUARD S&P 500 ETFSOLE | ETF | 48.59K | SH | $27.60M 1.25% | 48.59K | 0.00 | 0.00 |
SPDR BLOOMBERG 1-3 MONTH T-BILL ETFSOLE | ETF | 296.67K | SH | $27.21M 1.23% | 296.67K | 0.00 | 0.00 |
VANGUARD TOTAL STOCK MARKET ETFSOLE | ETF | 86.80K | SH | $26.38M 1.19% | 86.79K | 0.00 | 0.00 |
VANGUARD SHORT-TERM BOND ETFSOLE | ETF | 332.11K | SH | $26.14M 1.18% | 332.11K | 0.00 | 0.00 |
BROADCOM INC COMSOLE | Stock | 94.34K | SH | $26.01M 1.17% | 94.34K | 0.00 | 0.00 |
Sovereigns Capital Flourish FundSOLE | ETF | 851.89K | SH | $25.69M 1.16% | 851.89K | 0.00 | 0.00 |
AMAZON COM INC COMSOLE | Stock | 116.69K | SH | $25.60M 1.16% | 116.68K | 0.00 | 0.00 |
DIMENSIONAL U.S. CORE EQUITY 2 ETFSOLE | ETF | 696.15K | SH | $24.95M 1.13% | 696.15K | 0.00 | 0.00 |
TESLA INC COMSOLE | Stock | 78.33K | SH | $24.88M 1.12% | 78.33K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INC CL ASOLE | Stock | 180.27K | SH | $24.58M 1.11% | 180.27K | 0.00 | 0.00 |
PACER US CASH COWS 100 ETFSOLE | ETF | 403.84K | SH | $22.25M 1.00% | 403.83K | 0.00 | 0.00 |
VANGUARD DIVIDEND APPRECIATION ETFSOLE | ETF | 107.97K | SH | $22.10M 1.00% | 107.97K | 0.00 | 0.00 |
VANGUARD FTSE EMERGING MARKETS ETFSOLE | ETF | 431.93K | SH | $21.36M 0.96% | 431.93K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 241.09K | SH | $19.17M 0.87% | 241.09K | 0.00 | 0.00 |
VANGUARD TOTAL INTERNATIONAL BOND ETFSOLE | ETF | 373.81K | SH | $18.51M 0.84% | 373.80K | 0.00 | 0.00 |
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