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 14 of 201
78464A805
Shares:
Value:$749.9K
% of Portfolio:0.0% ($749.9K/$1.6B)
46435U853
Shares:
Value:$749.0K
% of Portfolio:0.0% ($749.0K/$1.6B)
CVS HEALTH Corp
Shares:
Value:$739.0K
% of Portfolio:0.0% ($739.0K/$1.6B)
464289859
Shares:
Value:$738.9K
% of Portfolio:0.0% ($738.9K/$1.6B)
VALERO ENERGY CORP/TX
Shares:
Value:$734.3K
% of Portfolio:0.0% ($734.3K/$1.6B)
02072L375
Shares:
Value:$724.9K
% of Portfolio:0.0% ($724.9K/$1.6B)
AT&T INC.
Shares:
Value:$723.2K
% of Portfolio:0.0% ($723.2K/$1.6B)
Ark 21Shares Bitcoin ETF
Shares:
Value:$721.7K
% of Portfolio:0.0% ($721.7K/$1.6B)
78464A359
Shares:
Value:$716.9K
% of Portfolio:0.0% ($716.9K/$1.6B)
LOWES COMPANIES INC
Shares:
Value:$713.6K
% of Portfolio:0.0% ($713.6K/$1.6B)
97717W307
Shares:
Value:$710.8K
% of Portfolio:0.0% ($710.8K/$1.6B)
PACKAGING CORP OF AMERICA
Shares:
Value:$699.2K
% of Portfolio:0.0% ($699.2K/$1.6B)
46436E767
Shares:
Value:$688.4K
% of Portfolio:0.0% ($688.4K/$1.6B)
33738D879
Shares:
Value:$687.3K
% of Portfolio:0.0% ($687.3K/$1.6B)
FISERV INC
Shares:
Value:$682.6K
% of Portfolio:0.0% ($682.6K/$1.6B)
Arthur J. Gallagher & Co.
Shares:
Value:$679.9K
% of Portfolio:0.0% ($679.9K/$1.6B)
Snowflake Inc.
Shares:
Value:$678.3K
% of Portfolio:0.0% ($678.3K/$1.6B)
00214Q104
Shares:
Value:$673.0K
% of Portfolio:0.0% ($673.0K/$1.6B)
GENERAL DYNAMICS CORP
Shares:
Value:$668.0K
% of Portfolio:0.0% ($668.0K/$1.6B)
922040845
Shares:
Value:$660.3K
% of Portfolio:0.0% ($660.3K/$1.6B)