Eversource Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About
CIK: 0001710537
Type: FundHoldings: 4,128Value: $1.6BLatest: 2025Q1

EverSource Wealth Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 4128 holdings worth $1.6 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 201
922908736
Shares:
Value:$61.9M
% of Portfolio:3.8% ($61.9M/$1.6B)
921943858
Shares:
Value:$60.2M
% of Portfolio:3.7% ($60.2M/$1.6B)
922908744
Shares:
Value:$53.9M
% of Portfolio:3.3% ($53.9M/$1.6B)
464285204
Shares:
Value:$42.0M
% of Portfolio:2.6% ($42.0M/$1.6B)
Apple Inc.
Shares:
Value:$35.2M
% of Portfolio:2.2% ($35.2M/$1.6B)
921937827
Shares:
Value:$26.4M
% of Portfolio:1.6% ($26.4M/$1.6B)
78468R663
Shares:
Value:$26.4M
% of Portfolio:1.6% ($26.4M/$1.6B)
315948109
Shares:
Value:$26.1M
% of Portfolio:1.6% ($26.1M/$1.6B)
922908363
Shares:
Value:$25.6M
% of Portfolio:1.6% ($25.6M/$1.6B)
69374H881
Shares:
Value:$23.8M
% of Portfolio:1.5% ($23.8M/$1.6B)
210322202
Shares:
Value:$23.0M
% of Portfolio:1.4% ($23.0M/$1.6B)
921908844
Shares:
Value:$22.5M
% of Portfolio:1.4% ($22.5M/$1.6B)
921946810
Shares:
Value:$20.8M
% of Portfolio:1.3% ($20.8M/$1.6B)
922042858
Shares:
Value:$20.7M
% of Portfolio:1.3% ($20.7M/$1.6B)
922908769
Shares:
Value:$19.9M
% of Portfolio:1.2% ($19.9M/$1.6B)
92206C409
Shares:
Value:$18.9M
% of Portfolio:1.2% ($18.9M/$1.6B)
Tesla, Inc.
Shares:
Value:$18.4M
% of Portfolio:1.1% ($18.4M/$1.6B)
92203J407
Shares:
Value:$18.0M
% of Portfolio:1.1% ($18.0M/$1.6B)
PROGRESSIVE CORP/OH/
Shares:
Value:$18.0M
% of Portfolio:1.1% ($18.0M/$1.6B)
25434V708
Shares:
Value:$17.1M
% of Portfolio:1.0% ($17.1M/$1.6B)