Eversource-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-05-13
Total Holdings
4,128
Total Value
1630861225
Accession Number
0001710537-25-000003
Form Type
13F-HR
Manager Name
Eversource-Wealth-Advisors
Data Enrichment
82% identified
3,393 identified735 unidentified

Holdings

4,128 positions • $1.6B total value
Manager:
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Page 11 of 201
COCA COLA CO
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
CATERPILLAR INC
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
14020Y607
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
922908629
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
MCKESSON CORP
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
464287648
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.6B)
72201R817
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
Energy Transfer LP
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
QUALCOMM INC/DE
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
33740F755
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
46434G103
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
464287101
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
46428Q109
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
RTX Corp
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
JABIL INC
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
46438F101
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
BANK OF AMERICA CORP /DE/
Shares:
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.6B)
464287630
Shares:
Value:$994.3K
% of Portfolio:0.1% ($994.3K/$1.6B)
86280R787
Shares:
Value:$987.2K
% of Portfolio:0.1% ($987.2K/$1.6B)