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:
Search and click to pin securities to the top
Page 2 of 201
AMAZON COM INC
Shares:
Value:$16.9M
% of Portfolio:1.0% ($16.9M/$1.6B)
Palantir Technologies Inc.
Shares:
Value:$14.7M
% of Portfolio:0.9% ($14.7M/$1.6B)
464287200
Shares:
Value:$14.7M
% of Portfolio:0.9% ($14.7M/$1.6B)
NVIDIA CORP
Shares:
Value:$14.5M
% of Portfolio:0.9% ($14.5M/$1.6B)
46138G698
Shares:
Value:$14.3M
% of Portfolio:0.9% ($14.3M/$1.6B)
MICROSOFT CORP
Shares:
Value:$13.9M
% of Portfolio:0.8% ($13.9M/$1.6B)
Alphabet Inc.
Shares:
Value:$12.7M
% of Portfolio:0.8% ($12.7M/$1.6B)
69344A834
Shares:
Value:$12.6M
% of Portfolio:0.8% ($12.6M/$1.6B)
922908751
Shares:
Value:$12.4M
% of Portfolio:0.8% ($12.4M/$1.6B)
46434V621
Shares:
Value:$12.4M
% of Portfolio:0.8% ($12.4M/$1.6B)
SPDR S&P 500 ETF TRUST
Shares:
Value:$12.2M
% of Portfolio:0.7% ($12.2M/$1.6B)
Broadcom Inc.
Shares:
Value:$11.2M
% of Portfolio:0.7% ($11.2M/$1.6B)
464288588
Shares:
Value:$11.1M
% of Portfolio:0.7% ($11.1M/$1.6B)
KKR & Co. Inc.
Shares:
Value:$11.0M
% of Portfolio:0.7% ($11.0M/$1.6B)
14020V108
Shares:
Value:$10.8M
% of Portfolio:0.7% ($10.8M/$1.6B)
46641Q332
Shares:
Value:$10.6M
% of Portfolio:0.6% ($10.6M/$1.6B)
CHEVRON CORP
Shares:
Value:$10.5M
% of Portfolio:0.6% ($10.5M/$1.6B)
464287465
Shares:
Value:$10.5M
% of Portfolio:0.6% ($10.5M/$1.6B)
AUTOZONE INC
Shares:
Value:$10.4M
% of Portfolio:0.6% ($10.4M/$1.6B)
92206C771
Shares:
Value:$10.3M
% of Portfolio:0.6% ($10.3M/$1.6B)