test

Glenn Waddell

@Eversource Wealth Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$1.579BTotal holdings3048
Assets growth rate4.89%Assets growth rate (2-Q avg)11.63%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Eversource Wealth Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 3048 positions.

Assets under management

The assets under management (AUM) of Eversource Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.579B in assets, with a quarterly growth rate of 4.89% and a 2-quarter average growth rate of 11.63%. The portfolio is managed by Glenn Waddell, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUGVanguard Growth Etf
Recent Activity
Increased 4.74%
3.89%
$61.327M
159,736 shares@ $383.94 avg price
VEAVanguard Ftse Developed Markets Etf
Recent Activity
Increased 1.1%
3.79%
$59.775M
1.132M shares@ $52.81 avg price
VTVVanguard Value Etf
Recent Activity
Increased 4.9%
3.21%
$50.623M
289,985 shares@ $174.57 avg price
AAPLApple Inc Com
Recent Activity
Decreased -1.16%
3.01%
$47.52M
203,947 shares@ $233.0 avg price
IAUIshares Gold Trust Etf
Recent Activity
Increased 1.09%
2.08%
$32.724M
658,428 shares@ $49.71 avg price
BILSpdr Bloomberg 1-3 Month T-bill Etf
Recent Activity
Increased 2.45%
1.63%
$25.66M
279,489 shares@ $91.81 avg price
VIGVanguard Dividend Appreciation Etf
Recent Activity
Increased 0.04%
1.57%
$24.696M
124,688 shares@ $198.07 avg price
MSFTMicrosoft Corp Com
Recent Activity
Increased 0.04%
1.48%
$23.356M
54,278 shares@ $430.3 avg price
VOOVanguard S&p 500 Etf
Recent Activity
Increased 4.08%
1.45%
$22.806M
43,220 shares@ $527.67 avg price
VWOVanguard Ftse Emerging Markets Etf
Recent Activity
Increased 2.35%
1.37%
$21.59M
451,210 shares@ $47.85 avg price