Instuitional Investor - Eversource Wealth Advisors, Llc
Fund Profile
Filing Period:
| Fund Name: | Eversource Wealth Advisors, Llc |
| Portfolio Value | $1,821,322,726 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Growth Etf - ETF | 167,345 | $62,055,030 | 3.41% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 1,184,828 | $60,224,793 | 3.31% | |
| 3. | Vanguard Value Etf - ETF | 311,989 | $53,892,906 | 2.96% | |
| 4. | AAPL | 201,896 | $44,847,005 | 2.46% | |
| 5. | IAU | 713,233 | $42,052,235 | 2.31% |
