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Home > Institutional Investor > Eversource Wealth Advisors, Llc > Profile

Instuitional Investor - Eversource Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Eversource Wealth Advisors, Llc
Portfolio Value $1,091,837,063
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Ftse Developed Markets Etf
 903,776 $43,290,850 3.96%
2.
Vanguard Growth Etf
 135,899 $42,248,474 3.86%
3.
Vanguard Value Etf
 221,013 $33,041,353 3.02%
4.
Apple Inc.
 AAPL 168,526 $32,446,379 2.97%
5.
Ishares Trust
 IAU 737,368 $28,779,474 2.63%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)