Eversource Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Eversource Wealth Advisors, LLCInvestment ActivityEversource Wealth Advisors, LLC has $1.09 billion in total holdings as of March 31, 2024.Eversource Wealth Advisors, LLC owns shares of 2,640 different stocks, but just 137 companies or ETFs make up 80% of its holdings.About NaN of the portfolio was sold this quarter.This quarter, Eversource Wealth Advisors, LLC has purchased 2,635 new stocks and bought additional shares in 0 stocks.Eversource Wealth Advisors, LLC sold shares of 0 stocks and completely divested from 6 stocks this quarter.Largest Holdings Vanguard FTSE Developed Markets ETF $43,290,850Vanguard Growth ETF $42,248,474Vanguard Value ETF $33,041,353Apple $32,446,379iShares Gold Trust $28,779,474 Largest New Holdings this Quarter USCF Midstream Energy Income Fund $11 HoldingNextEra Energy Partners $3 HoldingHUANENG PWR INTL INC SPON ADR H SHS $0 HoldingSCHWAB CHARLES FAMILY FD AMT TAX FREE MNY $0 HoldingVanguard S&P Small-Cap 600 Growth ETF $0 Holding Sector Allocation Over TimeMap of 500 Largest Holdings ofEversource Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVEAVanguard FTSE Developed Markets ETF$43,290,8500.0%903,7764.0%ETFVUGVanguard Growth ETF$42,248,4740.0%135,8993.9%ETFVTVVanguard Value ETF$33,041,3530.0%221,0133.0%ETFAAPLApple$32,446,3790.0%168,5263.0%Computer and TechnologyIAUiShares Gold Trust$28,779,4740.0%737,3682.6%FinanceVCSHVanguard Short-Term Corporate Bond ETF$24,184,5570.0%312,5832.2%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$20,972,0380.0%229,4781.9%ETFVIGVanguard Dividend Appreciation ETF$20,566,3860.0%120,6951.9%ETFVHTVanguard Health Care ETF$18,533,4370.0%73,9271.7%ETFMSFTMicrosoft$17,404,2650.0%46,2821.6%Computer and TechnologyVOOVanguard S&P 500 ETF$15,897,3170.0%36,3951.5%ETFVTIVanguard Total Stock Market ETF$15,390,7630.0%64,8801.4%ETFVWOVanguard FTSE Emerging Markets ETF$13,710,1920.0%333,5811.3%ETFGOOGLAlphabet$13,582,0580.0%97,2301.2%Computer and TechnologySovereigns Capital Flourish Fund$12,949,5200.0%456,2901.2%ETFBNDXVanguard Total International Bond ETF$11,985,9500.0%242,8031.1%ETFBSVOEA Bridgeway Omni Small-Cap Value ETF$11,666,8240.0%555,1721.1%ETFBSVVanguard Short-Term Bond ETF$11,639,1040.0%151,1181.1%ETFDFACDimensional U.S. Core Equity 2 ETF$11,450,0510.0%391,7231.0%ETFPGRProgressive$10,919,3030.0%68,5541.0%FinanceAMZNAmazon.com$10,747,8280.0%70,7371.0%Retail/WholesaleVBVanguard Small-Cap ETF$10,042,7960.0%47,0770.9%ETFIVViShares Core S&P 500 ETF$9,436,7040.0%19,7570.9%ETFVMBSVanguard Mortgage-Backed Securities ETF$9,132,8530.0%196,9990.8%ETFAVGOBroadcom$9,127,2100.0%8,1770.8%Computer and TechnologyGOOGAlphabet$8,485,2470.0%60,2090.8%Computer and TechnologyKKRKKR & Co. Inc.$8,237,6800.0%99,4290.8%FinanceGSIEGoldman Sachs ActiveBeta International Equity ETF$8,220,5030.0%251,6990.8%ETFAMATApplied Materials$7,865,0210.0%48,5290.7%Computer and TechnologyGPKGraphic Packaging$7,676,3070.0%311,4120.7%Industrial ProductsAMGNAmgen$7,662,4800.0%26,6040.7%MedicalJBHTJ.B. Hunt Transport Services$7,157,3700.0%35,8330.7%TransportationAZOAutoZone$7,138,8700.0%2,7610.7%Retail/WholesaleEFAiShares MSCI EAFE ETF$6,980,9850.0%92,6470.6%FinanceCVXChevron$6,876,8670.0%46,1040.6%Oils/EnergyHDHome Depot$6,835,4710.0%19,7250.6%Retail/WholesalePPGPPG Industries$6,560,6080.0%43,8690.6%Basic MaterialsBXBlackstone$6,380,9500.0%48,7390.6%FinanceDGROiShares Core Dividend Growth ETF$6,368,6760.0%118,3330.6%ETFIIIVi3 Verticals$6,313,6350.0%298,2350.6%Computer and TechnologyDHID.R. Horton$6,290,2740.0%41,3880.6%ConstructionSPYGSPDR Portfolio S&P 500 Growth ETF$6,264,1030.0%96,2820.6%ETFNVDANVIDIA$6,142,9750.0%12,4040.6%Computer and TechnologyRWLInvesco S&P 500 Revenue ETF$6,121,5490.0%71,7310.6%ETFCOWZPacer US Cash Cows 100 ETF$6,024,8960.0%115,8850.6%ETFMETAMeta Platforms$5,682,8280.0%16,0550.5%Computer and TechnologyBERYBerry Global Group$5,507,6310.0%81,7280.5%Industrial ProductsBLVVanguard Long-Term Bond ETF$5,503,4870.0%73,7940.5%ETFBIVVanguard Intermediate-Term Bond ETF$5,468,4100.0%71,5950.5%ETFCOSTCostco Wholesale$5,357,2600.0%8,1160.5%Retail/WholesaleVGITVanguard Intermediate-Term Treasury Index ETF$5,355,4270.0%90,2800.5%ETFPFNPIMCO Income Strategy Fund II$5,237,8410.0%724,4590.5%Financial ServicesBRK.BBerkshire Hathaway$5,077,7670.0%14,2370.5%FinanceCOPConocoPhillips$4,961,9800.0%42,7510.5%Oils/EnergyJEPIJPMorgan Equity Premium Income ETF$4,959,0400.0%90,1970.5%ETFAMHAmerican Homes 4 Rent$4,900,8820.0%136,2870.4%FinanceDFUSDimensional U.S. Equity ETF$4,713,3950.0%90,9400.4%ETFDFUVDimensional US Marketwide Value ETF$4,703,6970.0%126,3760.4%ETFRBARB Global$4,570,0790.0%68,3220.4%Business ServicesMGKVanguard Mega Cap Growth ETF$4,486,6680.0%17,2890.4%ETFMGVVanguard Mega Cap Value ETF$4,479,5400.0%40,9580.4%ETFTSLATesla$4,453,6290.0%17,9230.4%Auto/Tires/TrucksCCKCrown$4,358,7870.0%47,3320.4%Industrial ProductsJPMJPMorgan Chase & Co.$4,339,6080.0%25,5120.4%FinanceIYWiShares U.S. Technology ETF$4,339,5780.0%35,3530.4%ManufacturingAVUSAvantis U.S. Equity ETF$4,137,2760.0%50,7330.4%ETFWWJDInspire International ETF$4,126,8740.0%139,7520.4%ETFCRWDCrowdStrike$4,069,8000.0%15,9400.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$3,957,3970.0%8,3260.4%FinanceLKQLKQ$3,860,7960.0%80,7870.4%Auto/Tires/TrucksVOEVanguard Mid-Cap Value ETF$3,831,2960.0%26,4210.4%ETFBIBLInspire 100 ETF$3,831,2480.0%109,7770.4%ETFTPLCTimothy Plan US Large Cap Core ETF$3,661,5590.0%95,8230.3%ETFDFIVDimensional International Value ETF$3,642,8920.0%106,0210.3%ETFSCHDSchwab US Dividend Equity ETF$3,594,6230.0%47,2170.3%ETFDFCFDimensional Core Fixed Income ETF$3,593,8130.0%84,7590.3%ETFVNLAJanus Henderson Short Duration Income ETF$3,284,9130.0%67,9820.3%ETFVVisa$3,196,7720.0%12,2790.3%Business ServicesMASMasco$3,178,4180.0%47,4530.3%ConstructionVTVanguard Total World Stock ETF$3,171,4120.0%30,8260.3%ETFSDYSPDR S&P Dividend ETF$3,159,7300.0%25,2840.3%ETFQQQInvesco QQQ$3,158,7520.0%7,7130.3%FinanceFDXFedEx$3,149,8160.0%12,4510.3%TransportationDIMENSIONAL US CORE EQUITY 1 ETF$3,146,5240.0%58,8400.3%ETFIDViShares International Select Dividend ETF$3,014,8790.0%107,7130.3%ETFPANWPalo Alto Networks$3,004,2370.0%10,1880.3%Computer and TechnologyMRKMerck & Co., Inc.$2,962,3990.0%27,1730.3%MedicalDFATDimensional U.S. Targeted Value ETF$2,872,4770.0%54,8920.3%ETFCALFPacer US Small Cap Cash Cows 100 ETF$2,789,5410.0%58,0790.3%ETFAVDVAvantis International Small Cap Value ETF$2,752,8690.0%44,0530.3%ETFWMTWalmart$2,744,1960.0%17,4070.3%Retail/WholesaleDFASDimensional U.S. Small Cap ETF$2,620,5450.0%43,9540.2%ETFABTAbbott Laboratories$2,608,3080.0%23,6970.2%MedicalTPHDTimothy Plan High Dividend Stock ETF$2,576,4700.0%77,8010.2%ETFVBRVanguard Small-Cap Value ETF$2,574,4660.0%14,3050.2%ETFFLOTiShares Floating Rate Bond ETF$2,569,5720.0%50,7620.2%ETFDEDeere & Company$2,426,9170.0%6,0690.2%Industrial ProductsISMDInspire Small/Mid Cap ETF$2,340,1650.0%67,4490.2%ETFAVIGAvantis Core Fixed Income ETF$2,310,3130.0%55,2310.2%ETFKNXKnight-Swift Transportation$2,310,2470.0%40,0740.2%TransportationShowing largest 100 holdings. 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