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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
AHRAmerican Healthcare Reit Inc Com Shs
Recent Activity
New Position
0.23%
$3.557M
136,279 shares@ $26.11 avg price
VSLUApplied Finance Valuation Large Cap Etf
Recent Activity
New Position
0.16%
$2.517M
69,910 shares@ $36.0 avg price
BLKBlackrock Inc Com
Recent Activity
New Position
0.03%
$463,950
489 shares@ $948.78 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.02%
$244,072
299 shares@ $816.3 avg price
SMCISuper Micro Computer Inc Com New
Recent Activity
New Position
0.02%
$235,265
565 shares@ $416.4 avg price
SWSmurfit Westrock Plc Shs
Recent Activity
New Position
0.02%
$219,504
4,442 shares@ $49.42 avg price
SUSBIshares Esg Aware 1-5 Year Usd Corporate Bond Etf
Recent Activity
New Position
0.02%
$165,024
6,559 shares@ $25.16 avg price
BYLDIshares Yield Optimized Bond Etf
Recent Activity
New Position
0.01%
$135,526
5,913 shares@ $22.93 avg price
SCHQSchwab Long-term U.s. Treasury Etf
Recent Activity
New Position
0.01%
$131,982
3,772 shares@ $34.99 avg price
ETHEGrayscale Ethereum Trust (eth)
Recent Activity
New Position
0.01%
$126,984
5,801 shares@ $21.9 avg price