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Eversource Wealth Advisors LLC

Portfolio Manager
Eversource Wealth Advisors LLC
Performance
-5.92% (2026 Q1)
AUM (13F)
$3.28B
# of Holdings
4380
Performance Rank
Allocation (Top 20)
35.74%

Eversource Wealth Advisors LLC Holdings Map

Top 50 Eversource Wealth Advisors LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VUG
VANGUARD GROWTH ETF
4.88%365.7K$159.7M
+89.67%(+172.87K)
2025-Q1: 167.3K shares2025-Q2: 174.2K shares2025-Q3: 179.7K shares2025-Q4: 192.8K shares2026-Q1: 365.7K shares
$62.59(+36.61%)
2026-03-31
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
3.84%1.96M$125.6M
+86.77%(+910.88K)
2025-Q1: 1.18M shares2025-Q2: 1.10M shares2025-Q3: 1.07M shares2025-Q4: 1.05M shares2026-Q1: 1.96M shares
$54.26(+30.49%)
2026-03-31
VTV
VANGUARD VALUE ETF
3.83%638.3K$125.2M
+81.80%(+287.19K)
2025-Q1: 312.0K shares2025-Q2: 325.7K shares2025-Q3: 329.2K shares2025-Q4: 351.1K shares2026-Q1: 638.3K shares
$168.83(+29.82%)
2026-03-31
PRXG
PRAXIS IMPACT LARGE CAP GROWTH ETF
2.41%2.40M$78.9M
+78.11%(+1.05M)
2025-Q1: 0 shares2025-Q2: 853.2K shares2025-Q3: 1.03M shares2025-Q4: 1.35M shares2026-Q1: 2.40M shares
$34.19(+13.20%)
2026-03-31
PRXV
PRAXIS IMPACT LARGE CAP VALUE ETF
2.24%2.36M$73.5M
+71.72%(+986.74K)
2025-Q1: 0 shares2025-Q2: 1.04M shares2025-Q3: 1.24M shares2025-Q4: 1.38M shares2026-Q1: 2.36M shares
$29.48(+18.82%)
2026-03-31
AAPL
APPLE INC COM
1.98%254.8K$64.7M
+39.20%(+71.75K)
2025-Q1: 201.9K shares2025-Q2: 177.9K shares2025-Q3: 181.6K shares2025-Q4: 183.0K shares2026-Q1: 254.8K shares
$192.56(+60.28%)
2026-03-31
IAU
iShares Gold Trust ETF
1.8%666.4K$58.8M
-7.95%(-57.54K)
2025-Q1: 713.2K shares2025-Q2: 732.1K shares2025-Q3: 729.3K shares2025-Q4: 724.0K shares2026-Q1: 666.4K shares
$37.35(+107.53%)
2026-03-31
NVDA
NVIDIA CORPORATION COM
1.46%273.5K$47.7M
+13.84%(+33.26K)
2025-Q1: 202.0K shares2025-Q2: 232.8K shares2025-Q3: 237.4K shares2025-Q4: 240.3K shares2026-Q1: 273.5K shares
$83.02(+134.67%)
2026-03-31
BSV
VANGUARD SHORT-TERM BOND ETF
1.35%564.7K$44.3M
+62.58%(+217.38K)
2025-Q1: 337.4K shares2025-Q2: 332.1K shares2025-Q3: 354.9K shares2025-Q4: 347.3K shares2026-Q1: 564.7K shares
$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)
2025-Q1: 290.3K shares2025-Q2: 296.7K shares2025-Q3: 363.2K shares2025-Q4: 557.7K shares2026-Q1: 479.4K shares
$91.62(-0.20%)
2026-03-31

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