Eversource Wealth Advisors, LLC
CIK Number: 0001710537
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth... | 463.54 | +0.15% | 167.34K | +1.27% | 62.06M | 278.5 | 3.41% | Share |
| 2 | VEA | Vanguard Develo... | 58.60 | -0.18% | 1.18M | -1.55% | 60.22M | 46.6 | 3.31% | Share |
| 3 | VTV | Vanguard Value ... | 180.44 | -0.2% | 311.99K | -2.51% | 53.89M | 147.22 | 2.96% | Share |
| 4 | AAPL | Apple Inc. | 232.81 | -0.22% | 201.9K | -5.62% | 44.85M | 175.82 | 2.46% | Share |
| 5 | IAU | iShares Gold Tr... | 62.90 | -0.62% | 713.23K | +3.71% | 42.05M | 38.18 | 2.31% | Share |
| 6 | BIL | SPDR Bloomberg ... | 91.58 | +0.02% | 290.25K | -7.57% | 26.62M | 91.59 | 1.46% | Share |
| 7 | BSV | Vanguard Short-... | 78.63 | -0.12% | 337.42K | +20.83% | 26.41M | 76.86 | 1.45% | Share |
| 8 | FBTC | Fidelity Wise O... | 102.97 | -4.01% | 362.02K | +9.88% | 26.05M | 62.2 | 1.43% | Share |
| 9 | VOO | Vanguard S&P 50... | 592.77 | -0.01% | 50.01K | -11.55% | 25.7M | 465.04 | 1.41% | Share |
| 10 | COWZ | Pacer US Cash C... | 56.69 | -0.39% | 437.19K | +67.71% | 23.94M | 53.31 | 1.31% | Share |
| 11 | SOVF | Elevation Serie... | 30.43 | -0.9% | 787.43K | +6.36% | 23.4M | 28.89 | 1.28% | Share |
| 12 | MSFT | Microsoft Corpo... | 522.28 | +0.33% | 61.85K | +5.48% | 23.22M | 346.06 | 1.27% | Share |
| 13 | AMZN | Amazon.com, Inc... | 230.94 | +2.84% | 121.16K | +14.88% | 23.05M | 159.21 | 1.27% | Share |
| 14 | VIG | Vanguard Divide... | 210.08 | +0.06% | 116.24K | +1.83% | 22.55M | 164.77 | 1.24% | Share |
| 15 | NVDA | NVIDIA Corporat... | 182.02 | +0.24% | 202K | +15.01% | 21.89M | 59.6 | 1.20% | Share |
| 16 | VWO | Vanguard Emergi... | 51.20 | -1.15% | 466.5K | -1.02% | 21.11M | 42.63 | 1.16% | Share |
| 17 | VIGI | Vanguard Intern... | 88.81 | -0.13% | 251.15K | +14.16% | 20.83M | 82.19 | 1.14% | Share |
| 18 | TSLA | Tesla, Inc. | 335.58 | -1.12% | 77.53K | +5.38% | 20.09M | 203.66 | 1.10% | Share |
| 19 | VTI | Vanguard Total ... | 317.25 | -0.13% | 72.43K | +4.20% | 19.91M | 237.81 | 1.09% | Share |
| 20 | VCSH | Vanguard Short-... | 79.58 | -0.12% | 239.14K | -4.59% | 18.88M | 78.76 | 1.04% | Share |
| 21 | PGR | The Progressive... | 250.95 | +0.71% | 66.07K | +1.59% | 18.7M | 133.57 | 1.03% | Share |
| 22 | DFAC | Dimensional U.S... | 37.47 | -0.39% | 563.15K | +12.70% | 18.58M | 28.35 | 1.02% | Share |
| 23 | BNDX | Vanguard Total ... | 49.32 | -0.23% | 369.12K | +1.76% | 18.02M | 49.03 | 0.99% | Share |
| 24 | GOOGL | Alphabet Inc. | 202.88 | +0.46% | 106.19K | -0.98% | 16.42M | 117.44 | 0.90% | Share |
| 25 | SPY | SPDR S&P 500 ET... | 644.93 | +0.01% | 27.02K | +73.49% | 15.12M | 519.28 | 0.83% | Share |
| 26 | PLTR | Palantir Techno... | 181.00 | -1.83% | 178.64K | -20.37% | 15.08M | 23.6 | 0.83% | Share |
| 27 | IVV | iShares Core S&... | 648.15 | +0.01% | 26.68K | +14.01% | 14.99M | 481.29 | 0.82% | Share |
| 28 | AVGO | Broadcom Inc. | 311.19 | +0.68% | 87.2K | +3.42% | 14.6M | 157.84 | 0.80% | Share |
| 29 | RWL | Invesco S&P 500... | 106.34 | +0.06% | 143.69K | +4.03% | 14.27M | 86.33 | 0.78% | Share |
| 30 | PAAA | PGIM AAA CLO ET... | 51.38 | +0.01% | 245.89K | +100.00% | 12.62M | 51.31 | 0.69% | Share |
| 31 | VB | Vanguard Small ... | 246.81 | -1.26% | 56.2K | -2.2% | 12.46M | 204.98 | 0.68% | Share |
| 32 | DGRO | iShares Core Di... | 66.23 | -0.14% | 200.51K | +8.82% | 12.39M | 54.25 | 0.68% | Share |
| 33 | BSVO | Ea Series Trust... | 21.83 | -1.27% | 599.12K | +3.72% | 11.65M | 17.87 | 0.64% | Share |
| 34 | KKR | KKR & Co. Inc. | 146.08 | -0.94% | 97.56K | -0.48% | 11.28M | 47.85 | 0.62% | Share |
| 35 | MBB | iShares MBS ETF | 93.62 | -0.34% | 118.64K | +4.36% | 11.13M | 91.89 | 0.61% | Share |
| 36 | CVX | Chevron Corpora... | 155.20 | -0.43% | 65.4K | -2.59% | 10.94M | 162.69 | 0.60% | Share |
| 37 | CGUS | Capital Group C... | 38.58 | +0.14% | 322.15K | +36.21% | 10.76M | 33.73 | 0.59% | Share |
| 38 | HD | The Home Depot,... | 400.32 | -1.68% | 29.24K | -2.3% | 10.72M | 339.24 | 0.59% | Share |
| 39 | AZO | AutoZone, Inc. | 3998.08 | -0.95% | 2.79K | +0.91% | 10.62M | 2484.37 | 0.58% | Share |
| 40 | JEPI | JPMorgan Equity... | 56.62 | -0.11% | 185.34K | +53.27% | 10.59M | 55.95 | 0.58% | Share |
| 41 | EFA | iShares MSCI EA... | 91.66 | +0.02% | 128.29K | +496.93% | 10.48M | 80.39 | 0.58% | Share |
| 42 | VGIT | Vanguard Interm... | 59.64 | -0.22% | 174.85K | -0.35% | 10.39M | 61.07 | 0.57% | Share |
| 43 | META | Meta Platforms,... | 781.96 | +0.24% | 17.94K | +9.65% | 10.34M | 282.41 | 0.57% | Share |
| 44 | VMBS | Vanguard Mortga... | 46.32 | -0.3% | 222.23K | -6.06% | 10.29M | 48.91 | 0.57% | Share |
| 45 | CRH | CRH plc | 111.75 | -1.67% | 116.85K | +1.65% | 10.28M | 82.29 | 0.56% | Share |
| 46 | CGXU | Capital Group I... | 27.92 | -0.18% | 402.94K | +45.20% | 9.86M | 24.59 | 0.54% | Share |
| 47 | DFIC | Dimensional Int... | 32.11 | -0.17% | 345.96K | +87.66% | 9.61M | 25.75 | 0.53% | Share |
| 48 | AMGN | Amgen Inc. | 290.28 | +0.33% | 30.55K | +5.11% | 9.52M | 260.22 | 0.52% | Share |
| 49 | MSTR | MicroStrategy I... | 372.94 | -4.35% | 32.09K | +41.26% | 9.25M | 194.18 | 0.51% | Share |
| 50 | CGCP | Capital Group C... | 22.57 | -0.2% | 405.63K | +25.80% | 9.11M | 22.31 | 0.50% | Share |
| 51 | BIV | Vanguard Interm... | 77.31 | -0.3% | 118.79K | -12.18% | 9.1M | 75.45 | 0.50% | Share |
| 52 | DCOR | Dimensional US ... | 69.88 | -0.17% | 139.63K | +13.10% | 8.56M | 57.53 | 0.47% | Share |
| 53 | SPYG | SPDR Portfolio ... | 100.24 | +0.11% | 102.62K | -10.88% | 8.25M | 65.79 | 0.45% | Share |
| 54 | ASML | ASML Holding N.... | 755.11 | -0.06% | 12.24K | +64.18% | 8.11M | 679.09 | 0.45% | Share |
| 55 | BLV | Vanguard Long-T... | 69.25 | -0.55% | 114.83K | +1.16% | 8.09M | 73.69 | 0.44% | Share |
| 56 | JPM | JPMorgan Chase ... | 294.09 | +1.23% | 32.71K | -0.18% | 8.02M | 152.01 | 0.44% | Share |
| 57 | GPK | Graphic Packagi... | 22.63 | -2.1% | 307.72K | +1.49% | 7.99M | 23.05 | 0.44% | Share |
| 58 | AMAT | Applied Materia... | 188.22 | -0.95% | 52.97K | +7.25% | 7.69M | 116.52 | 0.42% | Share |
| 59 | GSIE | Goldman Sachs A... | 40.74 | -0.15% | 215.07K | -2.67% | 7.67M | 32.43 | 0.42% | Share |
| 60 | GOOG | Alphabet Inc. | 203.77 | +0.36% | 48.19K | -14.83% | 7.53M | 119.49 | 0.41% | Share |
| 61 | BX | Blackstone Inc. | 174.53 | -1.17% | 53.49K | +1.73% | 7.48M | 81.17 | 0.41% | Share |
| 62 | BRK-B | Berkshire Hatha... | 479.02 | +0.36% | 13.89K | -31.45% | 7.4M | 358.78 | 0.41% | Share |
| 63 | VGSH | Vanguard Short-... | 58.65 | -0.1% | 121.49K | +1.03% | 7.13M | 58.68 | 0.39% | Share |
| 64 | CGGR | Capital Group G... | 42.31 | -0.19% | 207.76K | +26.10% | 7.12M | 32.71 | 0.39% | Share |
| 65 | COP | ConocoPhillips | 95.63 | -0.26% | 67.58K | +9.50% | 7.1M | 113.48 | 0.39% | Share |
| 66 | RAA | SMI 3Fourteen R... | 26.43 | -0.37% | 291.83K | +100.00% | 7.03M | 24.1 | 0.39% | Share |
| 67 | AMH | American Homes ... | 34.60 | -0.82% | 185.35K | -5.48% | 7.01M | 32.71 | 0.38% | Share |
| 68 | RBA | RB Global, Inc. | 117.45 | -0.48% | 68.01K | -1.79% | 6.82M | 62.89 | 0.37% | Share |
| 69 | WMT | Walmart Inc. | 100.84 | -0.15% | 75.02K | +2.37% | 6.59M | 54.69 | 0.36% | Share |
| 70 | V | Visa Inc. | 345.40 | +0.83% | 18.75K | +4.06% | 6.57M | 244.97 | 0.36% | Share |
| 71 | DUHP | Dimensional US ... | 36.86 | -0.22% | 195.43K | +11.17% | 6.48M | 31.1 | 0.36% | Share |
| 72 | VYM | Vanguard High D... | 137.35 | -0.17% | 47.77K | +75.49% | 6.16M | 120.09 | 0.34% | Share |
| 73 | CRWD | CrowdStrike Hol... | 424.70 | -1.72% | 17.36K | +4.07% | 6.12M | 168.38 | 0.34% | Share |
| 74 | COST | Costco Wholesal... | 975.42 | -0.35% | 6.05K | -43.59% | 5.72M | 596.01 | 0.31% | Share |
| 75 | DFUS | Dimensional U.S... | 70.06 | -0.06% | 93.02K | -1.12% | 5.63M | 51.12 | 0.31% | Share |
| 76 | BND | Vanguard Total ... | 73.54 | -0.28% | 72.75K | +237.20% | 5.34M | 73.56 | 0.29% | Share |
| 77 | DFUV | Dimensional US ... | 43.41 | -0.48% | 125.78K | 0.00% | 5.18M | 31.94 | 0.28% | Share |
| 78 | DHI | D.R. Horton, In... | 163.90 | -1% | 40.58K | +4.24% | 5.16M | 91.47 | 0.28% | Share |
| 79 | DFGR | Dimensional Glo... | 26.71 | -0.74% | 196.23K | +238.45% | 5.15M | 26 | 0.28% | Share |
| 80 | WWJD | Inspire Interna... | 34.83 | -0.46% | 167.03K | +5.51% | 5.14M | 28.11 | 0.28% | Share |
| 81 | IWF | iShares Russell... | 450.40 | +0.11% | 13.99K | -12.3% | 5.05M | 329.7 | 0.28% | Share |
| 82 | FLOT | iShares Floatin... | 50.98 | +0.01% | 98.48K | +17.49% | 5.03M | 50.68 | 0.28% | Share |
| 83 | DFAS | Dimensional U.S... | 66.72 | -1.28% | 80.79K | +12.76% | 4.83M | 59.74 | 0.27% | Share |
| 84 | MGV | Vanguard Mega C... | 133.01 | -0.08% | 37.13K | -4.44% | 4.78M | 106.87 | 0.26% | Share |
| 85 | AVDE | Avantis Interna... | 76.63 | -0.18% | 71.94K | +9.76% | 4.77M | 65.17 | 0.26% | Share |
| 86 | NFLX | Netflix, Inc. | 1230.56 | +2.17% | 5.11K | +14.96% | 4.77M | 457.98 | 0.26% | Share |
| 87 | MGK | Vanguard Mega C... | 389.58 | +0.29% | 15.21K | -0.85% | 4.7M | 258.89 | 0.26% | Share |
| 88 | AHR | American Health... | 40.39 | -0.64% | 145.52K | -2.44% | 4.41M | 26.3 | 0.24% | Share |
| 89 | PYLD | PIMCO ETF Trust... | 26.57 | -0.02% | 167.21K | +113.06% | 4.41M | 26.02 | 0.24% | Share |
| 90 | FANG | Diamondback Ene... | 140.71 | +0.52% | 27.48K | +27.90% | 4.39M | 170.01 | 0.24% | Share |
| 91 | XOM | Exxon Mobil Cor... | 107.38 | -0.21% | 36.18K | +14.07% | 4.3M | 102.73 | 0.24% | Share |
| 92 | VOE | Vanguard Mid-Ca... | 170.66 | -0.55% | 26.04K | +2.05% | 4.18M | 150.53 | 0.23% | Share |
| 93 | LLY | Eli Lilly and C... | 684.46 | +3.63% | 5.04K | +24.71% | 4.16M | 489.59 | 0.23% | Share |
| 94 | VT | Vanguard Total ... | 133.34 | -0.27% | 35.71K | +13.72% | 4.14M | 106.2 | 0.23% | Share |
| 95 | DFIV | Dimensional Int... | 45.24 | -0.02% | 103.56K | -0.02% | 4.08M | 32.4 | 0.22% | Share |
| 96 | PANW | Palo Alto Netwo... | 173.55 | -1.87% | 23.79K | +4.04% | 4.06M | 99.97 | 0.22% | Share |
| 97 | QQQ | Invesco QQQ Tru... | 579.86 | -0.08% | 8.55K | -8.28% | 4.01M | 399.84 | 0.22% | Share |
| 98 | BRK-A | Berkshire Hatha... | 718340.00 | +0.40% | 5 | -28.57% | 3.99M | 616878.4 | 0.22% | Share |
| 99 | LKQ | LKQ Corporation | 31.55 | -0.52% | 93.64K | +2.81% | 3.98M | 52.17 | 0.22% | Share |
| 100 | DE | Deere & Company | 478.62 | -6.8% | 8.31K | +6.78% | 3.9M | 389.77 | 0.21% | Share |
| 101 | VSLU | Applied Finance... | 41.42 | +0.31% | 111.17K | +28.39% | 3.89M | 35.87 | 0.21% | Share |
| 102 | MA | Mastercard Inco... | 583.65 | +0.99% | 6.67K | -2.38% | 3.66M | 392.56 | 0.20% | Share |
| 103 | DFAX | Dimensional Wor... | 30.43 | -0.47% | 139.22K | -2.85% | 3.65M | 24.81 | 0.20% | Share |
| 104 | TPLC | Timothy Plan US... | 45.62 | -0.72% | 85.16K | -26.42% | 3.61M | 38.04 | 0.20% | Share |
| 105 | IUSB | iShares Core To... | 46.20 | -0.26% | 78.37K | +95.48% | 3.61M | 45.96 | 0.20% | Share |
| 106 | KEX | Kirby Corporati... | 97.86 | -1.65% | 34.7K | +156.16% | 3.51M | 103.69 | 0.19% | Share |
| 107 | DIVO | Amplify CWP Enh... | 43.30 | -0.02% | 85.89K | +140.18% | 3.5M | 40.24 | 0.19% | Share |
| 108 | DFAE | Dimensional Eme... | 29.97 | -1.09% | 133K | +319.64% | 3.44M | 25.77 | 0.19% | Share |
| 109 | SCHD | Schwab U.S. Div... | 27.34 | -0.46% | 121.34K | -3.81% | 3.39M | 26.06 | 0.19% | Share |
| 110 | TPHD | Timothy Plan Hi... | 38.82 | -0.46% | 89.03K | -13.78% | 3.35M | 32.72 | 0.18% | Share |
| 111 | MAS | Masco Corporati... | 73.57 | -1.43% | 47.71K | +0.65% | 3.32M | 48.51 | 0.18% | Share |
| 112 | BIBL | Inspire 100 ESG... | 42.70 | -0.56% | 85.05K | -4.17% | 3.27M | 35.75 | 0.18% | Share |
| 113 | JNJ | Johnson & Johns... | 174.72 | +0.17% | 19.65K | +10.48% | 3.26M | 163.34 | 0.18% | Share |
| 114 | AVDV | Avantis Interna... | 83.92 | -0.31% | 46K | +3.59% | 3.21M | 60.14 | 0.18% | Share |
| 115 | PG | The Procter & G... | 153.70 | -1.1% | 18.42K | +18.21% | 3.14M | 162.14 | 0.17% | Share |
| 116 | CALF | Pacer US Small ... | 42.01 | -0.79% | 80.91K | +3.71% | 3.03M | 43.31 | 0.17% | Share |
| 117 | SO | The Southern Co... | 94.18 | -0.64% | 31.44K | +14.47% | 2.89M | 73.6 | 0.16% | Share |
| 118 | CRSP | CRISPR Therapeu... | 58.81 | +2.58% | 84.88K | +49.25K% | 2.89M | 34.08 | 0.16% | Share |
| 119 | BRDG | Bridge Investme... | 9.96 | -0.05% | 298.54K | +5.76K% | 2.86M | 9.62 | 0.16% | Share |
| 120 | VGLT | Vanguard Long-T... | 55.48 | -0.7% | 49.4K | -11.52% | 2.85M | 57.76 | 0.16% | Share |
| 121 | DFAT | Dimensional U.S... | 56.95 | -0.92% | 55.02K | -0.19% | 2.83M | 45.41 | 0.16% | Share |
| 122 | EFV | iShares MSCI EA... | 66.96 | +0.13% | 47.94K | +6.16% | 2.83M | 50.21 | 0.16% | Share |
| 123 | IWD | iShares Russell... | 198.66 | -0.29% | 15.02K | -27.03% | 2.83M | 168.15 | 0.16% | Share |
| 124 | DIHP | Dimensional Int... | 29.79 | -0.23% | 103.63K | +10.34% | 2.79M | 25.92 | 0.15% | Share |
| 125 | KRE | SPDR S&P Region... | 62.61 | -0.05% | 48.38K | +8.25% | 2.75M | 60.08 | 0.15% | Share |
| 126 | GLD | SPDR Gold Share... | 307.25 | -0.63% | 9.2K | -5.94% | 2.65M | 192.46 | 0.15% | Share |
| 127 | SFBS | ServisFirst Ban... | 82.81 | -1.22% | 31.69K | +1.36% | 2.62M | 89.98 | 0.14% | Share |
| 128 | GS | The Goldman Sac... | 746.99 | +0.31% | 4.73K | -4.44% | 2.58M | 341.26 | 0.14% | Share |
| 129 | WSO | Watsco, Inc. | 422.01 | -2.44% | 5.07K | +12.60% | 2.58M | 416.82 | 0.14% | Share |
| 130 | VBR | Vanguard Small ... | 204.30 | -1.15% | 13.5K | -20.38% | 2.52M | 182.34 | 0.14% | Share |
| 131 | VNLA | Janus Henderson... | 49.15 | -0.04% | 51.15K | +0.82% | 2.51M | 48.43 | 0.14% | Share |
| 132 | IVW | iShares S&P 500... | 115.82 | +0.14% | 26.8K | +40.26% | 2.49M | 83.86 | 0.14% | Share |
| 133 | ORCL | Oracle Corporat... | 244.93 | +0.31% | 17.58K | +19.39% | 2.46M | 96.91 | 0.14% | Share |
| 134 | ABBV | AbbVie Inc. | 204.72 | +1.61% | 11.55K | +6.81% | 2.42M | 167.84 | 0.13% | Share |
| 135 | CGDV | Capital Group D... | 41.12 | +0.13% | 65.9K | +13.52% | 2.35M | 27.92 | 0.13% | Share |
| 136 | VTEB | Vanguard Tax-Ex... | 48.88 | -0.14% | 46.85K | +27.83% | 2.32M | 50.22 | 0.13% | Share |
| 137 | TPSC | Timothy Plan US... | 40.78 | -1.12% | 62.43K | -4.54% | 2.31M | 33.44 | 0.13% | Share |
| 138 | CRM | Salesforce, Inc... | 233.32 | -1.57% | 8.51K | +14.57% | 2.28M | 223.29 | 0.13% | Share |
| 139 | QUAL | iShares MSCI US... | 188.56 | -0.07% | 12.48K | +60.07% | 2.13M | 154.02 | 0.12% | Share |
| 140 | DFEM | Dimensional Eme... | 30.69 | -1.13% | 79.13K | +11.55% | 2.09M | 24.21 | 0.12% | Share |
| 141 | XLK | Technology Sele... | 267.74 | -0.21% | 10.1K | +20.13% | 2.09M | 218.86 | 0.11% | Share |
| 142 | AVUV | Avantis U.S. Sm... | 96.21 | -1.16% | 23.86K | +27.70% | 2.08M | 92.91 | 0.11% | Share |
| 143 | BILS | SPDR Bloomberg ... | 99.30 | +0.02% | 20.8K | +100.00% | 2.07M | 99.49 | 0.11% | Share |
| 144 | IJH | iShares Core S&... | 63.85 | -1.31% | 34.96K | -8.54% | 2.04M | 55.72 | 0.11% | Share |
| 145 | UNH | UnitedHealth Gr... | 271.50 | -0.11% | 3.89K | +7.85% | 2.04M | 513.68 | 0.11% | Share |
| 146 | CLH | Clean Harbors, ... | 247.22 | -1.28% | 10.1K | -0.32% | 1.99M | 123.66 | 0.11% | Share |
| 147 | GE | GE Aerospace | 269.72 | +0.32% | 9.93K | +25.59% | 1.99M | 142.33 | 0.11% | Share |
| 148 | SUB | iShares Short-T... | 106.85 | -0.05% | 18.51K | -9.15% | 1.95M | 104.96 | 0.11% | Share |
| 149 | PNFP | Pinnacle Financ... | 93.42 | +0.15% | 18.27K | +1.53% | 1.94M | 68.58 | 0.11% | Share |
| 150 | XLE | Energy Select S... | 85.55 | -0.11% | 20.59K | -6.07% | 1.92M | 87.35 | 0.11% | Share |