Eversource Wealth Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationbirmingham, AL
- CIK0001710537
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
4,249 | $2.21 B | VUG, VEA, VTV, IAU | 13F-HR | Aug 13, 2025 | 000171053725000006 | ||
4,018 | $1.82 B | VUG, VEA, VTV, AAPL | 13F-HR | May 13, 2025 | 000171053725000003 | ||
3,757 | $1.78 B | VUG, VEA, VTV, AAPL | 13F-HR | Feb 10, 2025 | 000171053725000001 | ||
3,048 | $1.58 B | VUG, VEA, VTV, AAPL | 13F-HR | Nov 8, 2024 | 000171053724000010 | ||
3,067 | $1.51 B | VEA, VUG, VTV, AAPL | 13F-HR | Aug 13, 2024 | 000171053724000008 | ||
2,912 | $1.27 B | VEA, VUG, VTV, AAPL | RESTATEMENT | Jun 11, 2024 | 000171053724000007 | ||
2,640 | $1.09 B | VEA, VUG, VTV, AAPL | 13F-HR | Feb 9, 2024 | 000171053724000001 | ||
2,508 | $942.90 M | VEA, VUG, AAPL, VTV | 13F-HR | Nov 3, 2023 | 000171053723000006 | ||
2,512 | $907.09 M | VEA, AAPL, VUG, VTV | 13F-HR | Aug 4, 2023 | 000171053723000004 | ||
2,391 | $803.37 M | VEA, AAPL, VUG, VTV | 13F-HR | May 11, 2023 | 000171053723000003 | ||
2,313 | $660.40 M | VEA, VCSH, VTV, VIG | 13F-HR | Feb 9, 2023 | 000171053723000001 | ||
2,045 | $436.81 M | VCSH, VEA, AAPL, VTI | 13F-HR | Nov 7, 2022 | 000171053722000010 | ||
1,752 | $387.93 M | VCSH, VEA, IIIV, VTI | 13F-HR | Aug 1, 2022 | 000190597922000005 | ||
1,720 | $394.27 M | VEA, VOO, VTI, IIIV | 13F-HR | May 25, 2022 | 000171053722000008 | ||
1,787 | $357.14 M | VEA, VCSH, VTI, VOO | RESTATEMENT | Feb 17, 2022 | 000171053722000006 |