Top 50 Eversource Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD GROWTH ETF | 4.88% | 365.7K | $159.7M | +89.67%(+172.87K) | $62.59(+36.61%) | 2026-03-31 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 3.84% | 1.96M | $125.6M | +86.77%(+910.88K) | $54.26(+30.49%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 3.83% | 638.3K | $125.2M | +81.80%(+287.19K) | $168.83(+29.82%) | 2026-03-31 | |
| PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | 2.41% | 2.40M | $78.9M | +78.11%(+1.05M) | $34.19(+13.20%) | 2026-03-31 | |
| PRXV | PRAXIS IMPACT LARGE CAP VALUE ETF | 2.24% | 2.36M | $73.5M | +71.72%(+986.74K) | $29.48(+18.82%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 1.98% | 254.8K | $64.7M | +39.20%(+71.75K) | $192.56(+60.28%) | 2026-03-31 | |
| IAU | iShares Gold Trust ETF | 1.8% | 666.4K | $58.8M | -7.95%(-57.54K) | $37.35(+107.53%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION COM | 1.46% | 273.5K | $47.7M | +13.84%(+33.26K) | $83.02(+134.67%) | 2026-03-31 | |
| BSV | VANGUARD SHORT-TERM BOND ETF | 1.35% | 564.7K | $44.3M | +62.58%(+217.38K) | $77.71(+0.05%) | 2026-03-31 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 1.34% | 479.4K | $43.9M | -14.04%(-78.30K) | $91.62(-0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.12% | +48.63% |
| Top 20 Holdings Unweighted | +14.50% | +50.10% |
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