Instuitional Investor - Eversource Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Eversource Wealth Advisors, Llc |
| Portfolio Value | $2,718,265,420 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 192,796 | $94,057,835 | 3.46% | |
| 2. | Vanguard Value Etf - ETF | 351,076 | $67,051,873 | 2.47% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 1,049,797 | $65,580,808 | 2.41% | |
| 4. | IAU | 723,987 | $58,766,025 | 2.16% | |
| 5. | State Street Spdr Bloomberg 1-3 Month T-Bill Etf - ETF | 557,665 | $50,959,441 | 1.87% |