Eversource Wealth Advisors, LLC
CIK Number: 0001710537
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 419.50 | -0.18% | 165.25K | +3.45% | 67.82M | 277.32 | 3.81% |
| 2 | VEA | Vanguard Develo... | 55.87 | +0.22% | 1.2M | +6.33% | 57.55M | 46.6 | 3.24% |
| 3 | VTV | Vanguard Value ... | 172.94 | +0.09% | 320.02K | +10.36% | 54.18M | 147.22 | 3.05% |
| 4 | AAPL | Apple Inc. | 196.65 | +0.51% | 213.91K | +4.88% | 53.57M | 175.82 | 3.01% |
| 5 | IAU | iShares Gold Tr... | 63.51 | -0.49% | 687.73K | +4.45% | 34.05M | 37.41 | 1.91% |
| 6 | VOO | Vanguard 500 In... | 548.98 | -0.07% | 56.54K | +30.82% | 30.46M | 465.04 | 1.71% |
| 7 | TSLA | Tesla, Inc. | 322.05 | +1.80% | 73.57K | +0.39% | 29.71M | 200.67 | 1.67% |
| 8 | BIL | SPDR Bloomberg ... | 91.62 | +0.02% | 314.03K | +12.36% | 28.71M | 91.59 | 1.61% |
| 9 | FBTC | Fidelity Wise O... | 90.67 | -0.82% | 329.48K | +4.37% | 26.88M | 61.24 | 1.51% |
| 10 | MSFT | Microsoft Corpo... | 480.04 | +0.42% | 58.64K | +8.03% | 24.72M | 344.45 | 1.39% |
| 11 | NVDA | NVIDIA Corporat... | 145.35 | +0.86% | 175.63K | +6.00% | 23.59M | 52.28 | 1.33% |
| 12 | AMZN | Amazon.com, Inc... | 212.83 | -0.93% | 105.46K | +4.54% | 23.14M | 154.58 | 1.30% |
| 13 | SOVF | Elevation Serie... | 29.25 | +0.10% | 740.36K | +8.77% | 22.77M | 28.84 | 1.28% |
| 14 | VIG | Vanguard Divide... | 199.06 | -0.24% | 114.16K | -8.44% | 22.36M | 164.24 | 1.26% |
| 15 | BSV | Vanguard Short-... | 78.19 | +0.06% | 279.26K | +29.38% | 21.58M | 76.56 | 1.21% |
| 16 | VWO | Vanguard Emergi... | 48.16 | -0.26% | 471.32K | +4.46% | 20.76M | 42.63 | 1.17% |
| 17 | GOOGL | Alphabet Inc. | 173.24 | -1.54% | 107.24K | -1.23% | 20.3M | 117.44 | 1.14% |
| 18 | VTI | Vanguard Total ... | 294.00 | 0.00% | 69.51K | +3.47% | 20.14M | 236.25 | 1.13% |
| 19 | VCSH | Vanguard Short-... | 78.94 | +0.04% | 250.64K | -3.18% | 19.55M | 78.76 | 1.10% |
| 20 | AVGO | Broadcom Inc. | 251.06 | +0.68% | 84.32K | +4.79% | 19.55M | 157.51 | 1.10% |
| 21 | BNDX | Vanguard Total ... | 49.41 | +0.17% | 362.74K | +5.79% | 17.79M | 49.03 | 1.00% |
| 22 | VIGI | Vanguard Intern... | 88.89 | -0.06% | 219.99K | +64.33% | 17.6M | 82.09 | 0.99% |
| 23 | DFAC | Dimensional U.S... | 34.72 | +0.04% | 499.69K | +8.15% | 17.28M | 27.76 | 0.97% |
| 24 | PLTR | Palantir Techno... | 139.87 | +1.21% | 224.34K | -9.25% | 16.97M | 23.6 | 0.95% |
| 25 | PGR | The Progressive... | 260.31 | -2.05% | 65.03K | +0.83% | 15.58M | 131.19 | 0.88% |
| 26 | COWZ | Pacer US Cash C... | 54.48 | -0.39% | 260.68K | +96.71% | 14.72M | 52.32 | 0.83% |
| 27 | KKR | KKR & Co. Inc. | 122.30 | +1.02% | 98.04K | -0.31% | 14.5M | 47.85 | 0.82% |
| 28 | VB | Vanguard Small ... | 231.29 | +0.49% | 57.46K | +0.44% | 13.81M | 204.98 | 0.78% |
| 29 | IVV | iShares Core S&... | 598.25 | -0.09% | 23.4K | +14.91% | 13.77M | 470 | 0.77% |
| 30 | RWL | Invesco S&P 500... | 101.89 | +0.16% | 138.12K | +2.05% | 13.53M | 85.8 | 0.76% |
| 31 | BSVO | Ea Series Trust... | 19.88 | +0.08% | 577.64K | +2.37% | 12.51M | 17.81 | 0.70% |
| 32 | HD | The Home Depot,... | 346.36 | -0.69% | 29.92K | +2.07% | 11.64M | 339.24 | 0.65% |
| 33 | DGRO | iShares Core Di... | 62.20 | -0.03% | 184.25K | +2.55% | 11.3M | 53.58 | 0.64% |
| 34 | GOOG | Alphabet Inc. | 174.09 | -1.77% | 56.58K | +2.90% | 10.78M | 119.49 | 0.61% |
| 35 | VMBS | Vanguard Mortga... | 45.78 | +0.03% | 236.56K | +6.24% | 10.73M | 48.91 | 0.60% |
| 36 | CRH | CRH plc | 89.00 | -0.9% | 114.95K | +0.26% | 10.64M | 82.2 | 0.60% |
| 37 | MBB | iShares MBS ETF | 92.72 | +0.02% | 113.68K | -2.91% | 10.42M | 91.8 | 0.59% |
| 38 | VGIT | Vanguard Interm... | 59.19 | +0.06% | 175.46K | +25.04% | 10.18M | 61.07 | 0.57% |
| 39 | SPYG | SPDR Portfolio ... | 91.23 | -0.15% | 115.15K | +13.81% | 10.12M | 65.79 | 0.57% |
| 40 | BIV | Vanguard Interm... | 76.38 | +0.07% | 135.27K | +37.38% | 10.11M | 75.45 | 0.57% |
| 41 | COST | Costco Wholesal... | 974.23 | -0.36% | 10.73K | +7.59% | 9.83M | 596.01 | 0.55% |
| 42 | CVX | Chevron Corpora... | 148.11 | -0.5% | 67.14K | -0.16% | 9.72M | 162.69 | 0.55% |
| 43 | META | Meta Platforms,... | 695.19 | -0.29% | 16.36K | +4.52% | 9.58M | 254.06 | 0.54% |
| 44 | VHT | Vanguard Health... | 245.36 | -0.13% | 37.04K | -41.4% | 9.4M | 245.82 | 0.53% |
| 45 | BRK-B | Berkshire Hatha... | 484.88 | +0.29% | 20.27K | +2.02% | 9.19M | 358.78 | 0.52% |
| 46 | SPY | SPDR S&P 500 ET... | 597.18 | -0.06% | 15.58K | +36.14% | 9.13M | 489.8 | 0.51% |
| 47 | BX | Blackstone Inc. | 137.23 | +1.13% | 52.58K | -0.36% | 9.07M | 80.16 | 0.51% |
| 48 | AZO | AutoZone, Inc. | 3599.07 | -0.15% | 2.76K | +0.62% | 8.84M | 2472.33 | 0.50% |
| 49 | VNQ | Vanguard Real E... | 89.86 | +0.31% | 93.39K | +5.42% | 8.32M | 96.67 | 0.47% |
| 50 | CGUS | Capital Group C... | 35.73 | -0.1% | 236.51K | +848.39% | 8.27M | 33.85 | 0.46% |
| 51 | GPK | Graphic Packagi... | 21.27 | +0.21% | 303.21K | -0.29% | 8.24M | 23 | 0.46% |
| 52 | AMAT | Applied Materia... | 172.86 | -0.71% | 49.39K | -0.04% | 8.03M | 114.45 | 0.45% |
| 53 | DCOR | Dimensional ETF... | 64.77 | +0.05% | 123.45K | +14.40% | 7.92M | 57.03 | 0.45% |
| 54 | JPM | JPMorgan Chase ... | 273.87 | +1.61% | 32.77K | +2.79% | 7.85M | 152.01 | 0.44% |
| 55 | BLV | Vanguard Long-T... | 68.30 | +0.10% | 113.52K | +8.32% | 7.77M | 73.73 | 0.44% |
| 56 | IYW | iShares U.S. Te... | 165.09 | +0.12% | 48.63K | +7.76% | 7.76M | 121.57 | 0.44% |
| 57 | AMGN | Amgen Inc. | 289.47 | -0.2% | 29.06K | -1.38% | 7.57M | 257.6 | 0.43% |
| 58 | GSIE | Goldman Sachs A... | 39.14 | +0.15% | 220.97K | -25.2% | 7.37M | 32.43 | 0.41% |
| 59 | AMH | American Homes ... | 36.51 | +0.16% | 196.08K | +4.46% | 7.34M | 32.71 | 0.41% |
| 60 | CGCP | Capital Group C... | 22.32 | +0.11% | 322.43K | +141.53% | 7.16M | 22.27 | 0.40% |
| 61 | VGSH | Vanguard Short-... | 58.51 | +0.03% | 120.26K | +83.26% | 7M | 58.68 | 0.39% |
| 62 | JEPI | JPMorgan Equity... | 55.73 | -0.25% | 120.93K | +10.68% | 6.96M | 55.31 | 0.39% |
| 63 | CGXU | Capital Group I... | 26.43 | +0.06% | 277.5K | +5.23K% | 6.85M | 24.64 | 0.38% |
| 64 | WMT | Walmart Inc. | 95.10 | +0.90% | 73.29K | +4.99% | 6.62M | 53.91 | 0.37% |
| 65 | MSTR | MicroStrategy I... | 369.73 | -1.45% | 22.72K | -11.14% | 6.58M | 155.36 | 0.37% |
| 66 | IWF | iShares Russell... | 405.89 | -0.16% | 15.96K | +1.91% | 6.41M | 329.7 | 0.36% |
| 67 | RBA | RB Global, Inc. | 104.58 | -0.33% | 69.25K | +3.31% | 6.25M | 62.89 | 0.35% |
| 68 | CGGR | Capital Group G... | 38.82 | -0.09% | 164.76K | +6.06% | 6.12M | 32.31 | 0.34% |
| 69 | COP | ConocoPhillips | 93.73 | -1.85% | 61.72K | +0.25% | 6.12M | 114.28 | 0.34% |
| 70 | DFUS | Dimensional U.S... | 64.75 | -0.03% | 94.07K | +6.06% | 6M | 51.12 | 0.34% |
| 71 | DUHP | Dimensional US ... | 34.51 | -0.43% | 175.79K | +18.10% | 5.94M | 30.87 | 0.33% |
| 72 | CRWD | CrowdStrike Hol... | 485.53 | -1.32% | 16.68K | +1.01% | 5.71M | 160.88 | 0.32% |
| 73 | V | Visa Inc. | 340.13 | -4.95% | 18.01K | +17.74% | 5.69M | 240.68 | 0.32% |
| 74 | DHI | D.R. Horton, In... | 121.27 | +1.13% | 38.93K | +0.80% | 5.44M | 89.96 | 0.31% |
| 75 | MGK | Vanguard Mega C... | 350.22 | -0.27% | 15.34K | -2.07% | 5.27M | 258.89 | 0.30% |
| 76 | ASML | ASML Holding N.... | 760.67 | +0.11% | 7.46K | +1.33K% | 5.17M | 689.66 | 0.29% |
| 77 | DFUV | Dimensional US ... | 41.32 | +0.22% | 125.78K | 0.00% | 5.15M | 31.94 | 0.29% |
| 78 | TPLC | Timothy Plan US... | 43.81 | -0.02% | 115.74K | +17.00% | 4.96M | 38.04 | 0.28% |
| 79 | MGV | Vanguard Mega C... | 128.26 | +0.11% | 38.86K | -1.22% | 4.85M | 106.87 | 0.27% |
| 80 | BRK-A | Berkshire Hatha... | 728145.15 | +0.38% | 7 | 0.00% | 4.77M | 616878.57 | 0.27% |
| 81 | QQQ | Invesco QQQ Tru... | 528.82 | -0.05% | 9.32K | +17.19% | 4.76M | 399.84 | 0.27% |
| 82 | DFIC | Dimensional Int... | 30.64 | +0.15% | 184.36K | +34.49% | 4.76M | 23.98 | 0.27% |
| 83 | DFAS | Dimensional U.S... | 61.94 | +0.29% | 71.65K | +22.12% | 4.66M | 59.74 | 0.26% |
| 84 | WWJD | Inspire Interna... | 33.84 | +0.25% | 158.3K | +4.53% | 4.59M | 27.97 | 0.26% |
| 85 | PPG | PPG Industries,... | 108.17 | +0.59% | 37.83K | -17.45% | 4.52M | 139.37 | 0.25% |
| 86 | TLT | iShares 20+ Yea... | 86.63 | +0.15% | 49.8K | +1.65K% | 4.35M | 87.55 | 0.24% |
| 87 | FLOT | iShares Floatin... | 50.92 | +0.02% | 83.82K | +10.86% | 4.26M | 50.62 | 0.24% |
| 88 | IIIV | i3 Verticals, I... | 25.57 | +3.77% | 184.11K | -4.94% | 4.24M | 22.79 | 0.24% |
| 89 | AHR | American Health... | 35.75 | +0.82% | 149.16K | +9.45% | 4.24M | 26.3 | 0.24% |
| 90 | PANW | Palo Alto Netwo... | 199.70 | -1.16% | 22.87K | +102.84% | 4.16M | 97.12 | 0.23% |
| 91 | VOE | Vanguard Mid-Ca... | 161.64 | +0.09% | 25.52K | -1.37% | 4.13M | 150.32 | 0.23% |
| 92 | AVDE | Avantis Interna... | 73.19 | +0.07% | 65.55K | +37.79% | 4.02M | 65.06 | 0.23% |
| 93 | NFLX | Netflix, Inc. | 1221.28 | +0.05% | 4.45K | +1.48% | 3.96M | 386.99 | 0.22% |
| 94 | IWD | iShares Russell... | 189.04 | +0.14% | 20.58K | +1.04% | 3.81M | 168.15 | 0.21% |
| 95 | TPHD | Timothy Plan Hi... | 37.31 | -0.28% | 103.26K | +0.94% | 3.75M | 32.72 | 0.21% |
| 96 | VT | Vanguard Total ... | 124.86 | +0.04% | 31.4K | +33.78% | 3.69M | 104.86 | 0.21% |
| 97 | DFIV | Dimensional Int... | 42.70 | +0.22% | 103.58K | -1.55% | 3.68M | 32.4 | 0.21% |
| 98 | UWM | ProShares Ultra... | 35.63 | +0.96% | 86.69K | +100.00% | 3.63M | 41.85 | 0.20% |
| 99 | MA | Mastercard Inco... | 538.23 | -5.48% | 6.84K | +30.76% | 3.6M | 392.56 | 0.20% |
| 100 | DFAX | Dimensional Wor... | 28.89 | +0.05% | 143.3K | +78.75% | 3.56M | 24.81 | 0.20% |
| 101 | FANG | Diamondback Ene... | 148.52 | -2.88% | 21.48K | +36.58% | 3.52M | 172.84 | 0.20% |
| 102 | VYM | Vanguard High D... | 130.21 | +0.11% | 27.22K | +12.56% | 3.47M | 113.39 | 0.20% |
| 103 | BIBL | Inspire 100 ESG... | 40.07 | -0.25% | 88.75K | -5.12% | 3.45M | 35.75 | 0.19% |
| 104 | SCHD | Schwab U.S. Div... | 26.61 | -0.39% | 126.15K | +110.62% | 3.45M | 26.06 | 0.19% |
| 105 | MAS | Masco Corporati... | 60.85 | -0.44% | 47.4K | +0.83% | 3.44M | 48.38 | 0.19% |
| 106 | CALF | Pacer US Small ... | 39.47 | +0.10% | 78.01K | +2.87% | 3.43M | 43.53 | 0.19% |
| 107 | XOM | Exxon Mobil Cor... | 113.17 | -0.73% | 31.72K | +3.64% | 3.41M | 100.45 | 0.19% |
| 108 | VBR | Vanguard Small ... | 190.22 | +0.31% | 16.96K | +21.98% | 3.36M | 182.34 | 0.19% |
| 109 | LKQ | LKQ Corporation | 36.84 | -0.83% | 91.09K | +5.23% | 3.35M | 52.44 | 0.19% |
| 110 | DE | Deere & Company | 524.91 | +0.34% | 7.78K | +1.71% | 3.3M | 384.37 | 0.19% |
| 111 | VSLU | Applied Finance... | 37.58 | -0.65% | 86.58K | +23.85% | 3.17M | 36.11 | 0.18% |
| 112 | LLY | Eli Lilly and C... | 784.39 | -0.87% | 4.04K | +6.53% | 3.12M | 406.49 | 0.18% |
| 113 | VGLT | Vanguard Long-T... | 55.15 | +0.11% | 55.83K | +100.54% | 3.09M | 57.76 | 0.17% |
| 114 | DFAT | Dimensional U.S... | 52.65 | +0.21% | 55.13K | -1.09% | 3.07M | 45.41 | 0.17% |
| 115 | AVDV | Avantis Interna... | 78.39 | -0.02% | 44.41K | +6.06% | 2.89M | 59.8 | 0.16% |
| 116 | GS | The Goldman Sac... | 635.73 | +1.78% | 4.95K | +2.46% | 2.84M | 341.26 | 0.16% |
| 117 | KRE | SPDR S&P Region... | 56.47 | +1.22% | 44.7K | +100.00% | 2.7M | 60.35 | 0.15% |
| 118 | SFBS | ServisFirst Ban... | 72.24 | +0.50% | 31.27K | -2.1% | 2.65M | 90.08 | 0.15% |
| 119 | PG | The Procter & G... | 157.83 | -0.44% | 15.58K | +5.23% | 2.61M | 160.63 | 0.15% |
| 120 | JNJ | Johnson & Johns... | 150.78 | -1.05% | 17.78K | -7% | 2.57M | 163.08 | 0.14% |
| 121 | MCD | McDonald's Corp... | 289.18 | -1.07% | 8.82K | +3.62% | 2.56M | 279.44 | 0.14% |
| 122 | TPSC | Timothy Plan US... | 37.69 | +0.21% | 65.4K | +8.77% | 2.55M | 33.44 | 0.14% |
| 123 | CRM | Salesforce, Inc... | 258.89 | -1.47% | 7.43K | +16.87% | 2.48M | 216.73 | 0.14% |
| 124 | VNLA | Janus Henderson... | 49.06 | +0.05% | 50.74K | -2.92% | 2.48M | 48.43 | 0.14% |
| 125 | TJX | The TJX Compani... | 122.46 | -0.45% | 20.37K | +3.87% | 2.46M | 83.55 | 0.14% |
| 126 | ORCL | Oracle Corporat... | 210.53 | +1.13% | 14.73K | +2.98% | 2.45M | 88.6 | 0.14% |
| 127 | IJH | iShares Core S&... | 60.41 | +0.30% | 38.22K | +3.64% | 2.38M | 55.72 | 0.13% |
| 128 | EFV | iShares MSCI EA... | 62.12 | +0.30% | 45.16K | +12.74% | 2.37M | 49.67 | 0.13% |
| 129 | DIHP | Dimensional Int... | 29.14 | +0.12% | 93.92K | +27.49% | 2.37M | 25.81 | 0.13% |
| 130 | GLD | SPDR Gold Share... | 310.33 | -0.52% | 9.78K | +12.17% | 2.37M | 192.46 | 0.13% |
| 131 | CLH | Clean Harbors, ... | 225.92 | +0.16% | 10.13K | +0.72% | 2.33M | 123.66 | 0.13% |
| 132 | ABT | Abbott Laborato... | 132.35 | +0.06% | 20.5K | -20.92% | 2.32M | 114.87 | 0.13% |
| 133 | MARA | Marathon Digita... | 14.51 | -1.08% | 134.87K | +2.39% | 2.26M | 22.2 | 0.13% |
| 134 | SO | The Southern Co... | 88.44 | +0.02% | 27.47K | +2.04% | 2.26M | 70.95 | 0.13% |
| 135 | IWN | iShares Russell... | 153.45 | +0.50% | 13.73K | +4.19% | 2.25M | 155.86 | 0.13% |
| 136 | BAC | Bank of America... | 45.01 | +1.75% | 50.54K | +0.49% | 2.22M | 32.67 | 0.12% |
| 137 | SUB | iShares Short-T... | 106.06 | -0.03% | 20.38K | +47.98% | 2.15M | 104.96 | 0.12% |
| 138 | WSO | Watsco, Inc. | 423.63 | -0.16% | 4.5K | +9.52% | 2.13M | 405.3 | 0.12% |
| 139 | SDY | SPDR S&P Divide... | 133.91 | -0.14% | 15.97K | -43.85% | 2.11M | 126.3 | 0.12% |
| 140 | MUB | iShares Nationa... | 103.96 | -0.11% | 19.8K | -3.89% | 2.11M | 107.01 | 0.12% |
| 141 | VONG | Vanguard Russel... | 104.55 | -0.16% | 20.2K | -3.75% | 2.09M | 90.3 | 0.12% |
| 142 | PNFP | Pinnacle Financ... | 103.47 | +0.68% | 18K | +0.11% | 2.06M | 68.01 | 0.12% |
| 143 | KNX | Knight-Swift Tr... | 42.85 | +0.26% | 38.81K | +4.77% | 2.06M | 52.7 | 0.12% |
| 144 | VCIT | Vanguard Interm... | 81.77 | +0.07% | 25.62K | +15.92% | 2.06M | 91.04 | 0.12% |
| 145 | CGDV | Capital Group D... | 38.30 | +0.07% | 58.05K | -1.08% | 2.05M | 26.88 | 0.12% |
| 146 | PYLD | PIMCO ETF Trust... | 26.23 | -0.02% | 78.48K | +20.83% | 2.03M | 25.64 | 0.11% |
| 147 | IWP | iShares Russell... | 134.63 | +0.37% | 15.96K | -8.04% | 2.02M | 110.91 | 0.11% |
| 148 | HYG | iShares iBoxx $... | 79.56 | +0.16% | 25.41K | +13.27K% | 2M | 78.63 | 0.11% |
| 149 | SPHQ | Invesco S&P 500... | 69.26 | -0.9% | 29.77K | +277.01% | 2M | 65.22 | 0.11% |
| 150 | XLK | Technology Sele... | 241.55 | +0.10% | 8.41K | +135.38% | 1.96M | 221.36 | 0.11% |