Eversource Wealth Advisors, LLC
CIK Number: 0001710537
Main Sectors:
Top Industries:
Filing Date: Aug 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 481.34 | -0.4% | 174.23K | +4.11% | 76.38M | 284.81 | 3.45% | Share |
| 2 | VEA | Vanguard Develo... | 61.05 | +0.91% | 1.1M | -6.76% | 62.98M | 46.6 | 2.84% | Share |
| 3 | VTV | Vanguard Value ... | 187.51 | +0.53% | 325.73K | +4.40% | 57.57M | 148.46 | 2.60% | Share |
| 4 | IAU | iShares Gold Tr... | 73.21 | +0.77% | 732.12K | +2.65% | 45.66M | 38.8 | 2.06% | Share |
| 5 | NVDA | NVIDIA Corporat... | 187.62 | -0.67% | 232.78K | +15.24% | 36.78M | 72.61 | 1.66% | Share |
| 6 | AAPL | Apple Inc. | 258.02 | +0.35% | 177.87K | -11.9% | 36.49M | 175.82 | 1.65% | Share |
| 7 | FBTC | Fidelity Wise O... | 107.16 | +1.53% | 383.06K | +5.81% | 36M | 63.95 | 1.63% | Share |
| 8 | MSFT | Microsoft Corpo... | 517.35 | +0.31% | 64.82K | +4.80% | 32.24M | 352.98 | 1.46% | Share |
| 9 | PRXV | Praxis Impact L... | 29.89 | +0.78% | 1.04M | +100.00% | 29.5M | 28.34 | 1.33% | Share |
| 10 | VOO | Vanguard S&P 50... | 615.18 | -0.01% | 48.59K | -2.84% | 27.6M | 465.04 | 1.25% | Share |
| 11 | BIL | SPDR Bloomberg ... | 91.50 | +0.03% | 296.67K | +2.21% | 27.21M | 91.59 | 1.23% | Share |
| 12 | VTI | Vanguard Total ... | 329.96 | +0.05% | 86.8K | +19.83% | 26.38M | 248.75 | 1.19% | Share |
| 13 | BSV | Vanguard Short-... | 78.79 | -0.04% | 332.11K | -1.57% | 26.14M | 76.86 | 1.18% | Share |
| 14 | AVGO | Broadcom Inc. | 338.37 | +0.06% | 94.34K | +8.19% | 26.01M | 166.76 | 1.17% | Share |
| 15 | SOVF | Sovereign's Cap... | 30.53 | +0.63% | 851.89K | +8.19% | 25.69M | 28.99 | 1.16% | Share |
| 16 | AMZN | Amazon.com, Inc... | 219.51 | -1.3% | 116.69K | -3.69% | 25.6M | 159.21 | 1.16% | Share |
| 17 | DFAC | Dimensional U.S... | 38.80 | +0.15% | 696.15K | +23.62% | 24.95M | 29.78 | 1.13% | Share |
| 18 | TSLA | Tesla, Inc. | 429.83 | -1.42% | 78.33K | +1.04% | 24.88M | 204.83 | 1.12% | Share |
| 19 | PLTR | Palantir Techno... | 173.07 | -7.47% | 180.27K | +0.92% | 24.58M | 24.62 | 1.11% | Share |
| 20 | COWZ | Pacer US Cash C... | 57.83 | +0.24% | 403.84K | -7.63% | 22.25M | 53.31 | 1.00% | Share |
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