Glenn Waddell

@Eversource Wealth Advisors, Llc

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$1.579B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BLKBlackrock Inc Com Recent Activity Exited	0%	$422,399 482 shares@ $876.35 avg price	Exited
LRCXLam Research Corp Com Recent Activity Exited	0%	$350,191 380 shares@ $921.56 avg price	Exited
SMCISuper Micro Computer Inc Com Recent Activity Exited	0%	$246,980 352 shares@ $701.65 avg price	Exited
TELTe Connectivity Ltd Shs Recent Activity Exited	0%	$100,850 653 shares@ $154.45 avg price	Exited
NRNewpark Res Inc Com Par .01new Recent Activity Exited	0%	$82,600 10,000 shares@ $8.26 avg price	Exited
TNADirexion Daily Small Cap Bull 3x Shares Recent Activity Exited	0%	$48,200 1,000 shares@ $48.2 avg price	Exited
FVFirst Trust Dorsey Wright Focus 5 Etf Recent Activity Exited	0%	$39,268 690 shares@ $56.92 avg price	Exited
PALCPacer Lunt Large Cap Multi-factor Alternator Etf Recent Activity Exited	0%	$38,592 796 shares@ $48.49 avg price	Exited
SDVYFirst Trust Smid Cap Rising Dividend Achievers Etf Recent Activity Exited	0%	$38,231 1,042 shares@ $36.7 avg price	Exited
2301⤦Cullman Bancorp Inc Com Recent Activity Exited	0%	$38,115 4,261 shares@ $8.95 avg price	Exited