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 7 of 201
78464A698
Shares:
Value:$2.8M
% of Portfolio:0.2% ($2.8M/$1.6B)
SPDR GOLD TRUST
Shares:
Value:$2.7M
% of Portfolio:0.2% ($2.7M/$1.6B)
ServisFirst Bancshares, Inc.
Shares:
Value:$2.6M
% of Portfolio:0.2% ($2.6M/$1.6B)
922908611
Shares:
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.6B)
47103U886
Shares:
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.6B)
464287309
Shares:
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.6B)
25434V609
Shares:
Value:$2.5M
% of Portfolio:0.2% ($2.5M/$1.6B)
14020W106
Shares:
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$1.6B)
922907746
Shares:
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$1.6B)
887432342
Shares:
Value:$2.3M
% of Portfolio:0.1% ($2.3M/$1.6B)
SOUTHERN CO
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
WATSCO INC
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
GOLDMAN SACHS GROUP INC
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
Mastercard Inc
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
46432F339
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
25434V732
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
025072877
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
78468R523
Shares:
Value:$2.1M
% of Portfolio:0.1% ($2.1M/$1.6B)
464287507
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)
PROCTER & GAMBLE Co
Shares:
Value:$2.0M
% of Portfolio:0.1% ($2.0M/$1.6B)