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 4 of 201
14020G101
Shares:
Value:$7.1M
% of Portfolio:0.4% ($7.1M/$1.6B)
26923N397
Shares:
Value:$7.0M
% of Portfolio:0.4% ($7.0M/$1.6B)
American Homes 4 Rent
Shares:
Value:$7.0M
% of Portfolio:0.4% ($7.0M/$1.6B)
RB GLOBAL INC.
Shares:
Value:$6.7M
% of Portfolio:0.4% ($6.7M/$1.6B)
25434V831
Shares:
Value:$6.5M
% of Portfolio:0.4% ($6.5M/$1.6B)
CONOCOPHILLIPS
Shares:
Value:$6.5M
% of Portfolio:0.4% ($6.5M/$1.6B)
Meta Platforms, Inc.
Shares:
Value:$6.4M
% of Portfolio:0.4% ($6.4M/$1.6B)
921946406
Shares:
Value:$6.2M
% of Portfolio:0.4% ($6.2M/$1.6B)
CrowdStrike Holdings, Inc.
Shares:
Value:$6.0M
% of Portfolio:0.4% ($6.0M/$1.6B)
JPMORGAN CHASE & CO
Shares:
Value:$5.9M
% of Portfolio:0.4% ($5.9M/$1.6B)
921937835
Shares:
Value:$5.3M
% of Portfolio:0.3% ($5.3M/$1.6B)
Walmart Inc.
Shares:
Value:$5.3M
% of Portfolio:0.3% ($5.3M/$1.6B)
Alphabet Inc.
Shares:
Value:$5.3M
% of Portfolio:0.3% ($5.3M/$1.6B)
25434V658
Shares:
Value:$5.2M
% of Portfolio:0.3% ($5.2M/$1.6B)
25434V724
Shares:
Value:$5.1M
% of Portfolio:0.3% ($5.1M/$1.6B)
BERKSHIRE HATHAWAY INC
Shares:
Value:$5.1M
% of Portfolio:0.3% ($5.1M/$1.6B)
46429B655
Shares:
Value:$5.0M
% of Portfolio:0.3% ($5.0M/$1.6B)
464287614
Shares:
Value:$5.0M
% of Portfolio:0.3% ($5.0M/$1.6B)
HORTON D R INC /DE/
Shares:
Value:$4.8M
% of Portfolio:0.3% ($4.8M/$1.6B)
66538H419
Shares:
Value:$4.8M
% of Portfolio:0.3% ($4.8M/$1.6B)