EverSource Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW EverSource Wealth Advisors, LLC | Institutional Filer | ▲ 20.57% | $3.27B | 4380 |
Current Portfolio Holdings
Showing top 1000 reported positions by value (Total positions in database: 4380)
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ELV | Elevance Health Inc. | Healthcare | 663K | $58.4M | 1.78% |
| 2 | BKNG | Booking Holdings Inc. | Consumer Cyclical | 487K | $44.9M | 1.37% |
| 3 | OGN | Organon & Co. | Healthcare | 126K | $41.8M | 1.28% |
| 4 | VUG | VANGUARD GROWTH ETF | — | 109K | $40.4M | 1.23% |
| 5 | PRXG | PRAXIS IMPACT LARGE CAP GROWTH ETF | — | 1.0M | $39.2M | 1.20% |
| 6 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | — | 701K | $38.8M | 1.19% |
| 7 | CRM | Salesforce, Inc. | Technology | 533K | $36.2M | 1.11% |
| 8 | VSLU | APPLIED FINANCE VALUATION LARGE CAP ETF | — | 255K | $35.1M | 1.07% |
| 9 | NWFL | Norwood Financial Corp. | Financial Services | 517K | $32.4M | 0.99% |
| 10 | VTV | VANGUARD VALUE ETF | — | 176K | $31.9M | 0.98% |
| 11 | ESUM | EVENTIDE US MARKET ETF | — | 980K | $30.4M | 0.93% |
| 12 | DFAC | DIMENSIONAL U.S. CORE EQUITY 2 ETF | — | 123K | $30.3M | 0.93% |
| 13 | DEI | Douglas Emmett, Inc. | Real Estate | 264K | $29.1M | 0.89% |
| 14 | HIG | The Hartford Financial Services Group, Inc. | Financial Services | 423K | $27.6M | 0.84% |
| 15 | CVX | Chevron Corporation | Energy | 422K | $27.3M | 0.83% |
Showing 1 to 15 of 1000 holdings