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
AAPLApple Inc Com
Recent Activity
Decreased -1.16%
3.01%
$47.52M
203,947 shares@ $233.0 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -0.62%
1.21%
$19.023M
67,180 shares@ $283.16 avg price
VHTVanguard Health Care Etf
Recent Activity
Decreased -3.11%
1.13%
$17.837M
63,207 shares@ $282.21 avg price
FBTCFidelity Wise Origin Bitcoin Fund
Recent Activity
Decreased -0.22%
1.11%
$17.53M
315,694 shares@ $55.54 avg price
PGRProgressive Corp Com
Recent Activity
Decreased -1.3%
1.04%
$16.368M
64,501 shares@ $253.77 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -0.94%
0.88%
$13.879M
80,459 shares@ $172.5 avg price
KKRKkr & Co Inc Com
Recent Activity
Decreased -1.09%
0.82%
$12.842M
98,342 shares@ $130.59 avg price
MBBIshares Mbs Etf
Recent Activity
Decreased -0.57%
0.72%
$11.219M
117,091 shares@ $95.82 avg price
CVXChevron Corp New Com
Recent Activity
Decreased -7.43%
0.63%
$9.903M
67,246 shares@ $147.27 avg price
AMGNAmgen Inc Com
Recent Activity
Decreased -0.16%
0.61%
$9.496M
29,471 shares@ $322.21 avg price