Eversource Wealth Advisors, LLC
EverSource Wealth Advisors, LLC is a U.S. SEC-registered investment advisor providing wealth management, financial planning, tax planning, estate planning, and consulting services to individuals, families, businesses, and trusts, with an emphasis on personalization, ongoing monitoring, and strategic implementation for investment portfolios. The firm offers both discretionary and non-discretionary account management, with a minimum account size generally of $250,000.
Investment Strategy
EverSource develops individualized investment plans and strategies based on client goals, objectives, and circumstances. The firm monitors portfolios daily and evaluates investment strategies at least monthly. External managers may be engaged for specialized areas with client consent. Investment services include portfolio management, financial planning, tax, estate, and compensation consulting.
Top Holdings
Equity Positions (4,115)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VUG | VANGUARD GROWTH ETF | 3.45% | $76.4M | 174,226 | $284.81 | $438.40 | +$14.3M |
V VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 2.84% | $63.0M | 1,104,693 | $46.60 | $57.01 | +$2.8M |
V VTV | VANGUARD VALUE ETF | 2.60% | $57.6M | 325,725 | $148.46 | $176.74 | +$3.7M |
I IAU | iShares Gold Trust ETF | 2.06% | $45.7M | 732,123 | $38.80 | $62.36 | +$3.6M |
N NVDA | NVIDIA CORPORATION COM | 1.66% | $36.8M | 232,778 | $72.61 | $157.99 | +$14.9M |