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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
SOVFSovereigns Capital Flourish Fund
Recent Activity
Increased 5.79%
1.31%
$20.658M
680,685 shares@ $30.35 avg price
VCSHVanguard Short-term Corporate Bond Etf
Recent Activity
Increased 2.15%
1.31%
$20.56M
258,883 shares@ $79.43 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 2.23%
1.28%
$20.123M
165,700 shares@ $121.44 avg price
TSLATesla Inc Com
Recent Activity
Increased 1.52%
1.22%
$19.173M
73,284 shares@ $261.63 avg price
VTIVanguard Total Stock Market Etf
Recent Activity
Decreased -0.62%
1.21%
$19.023M
67,180 shares@ $283.16 avg price
AMZNAmazon Com Inc Com
Recent Activity
Increased 7.57%
1.2%
$18.797M
100,878 shares@ $186.33 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 3.3%
1.15%
$18.008M
108,581 shares@ $165.85 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
BNDXVanguard Total International Bond Etf
Recent Activity
Increased 2.05%
1.1%
$17.24M
342,881 shares@ $50.28 avg price