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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
PLTRPalantir Technologies Inc Cl A
Recent Activity
Decreased -12.13%
0.59%
$9.196M
247,197 shares@ $37.21 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -5.56%
0.59%
$9.193M
54,989 shares@ $167.19 avg price
GPKGraphic Packaging Hldg Co Com
Recent Activity
Decreased -0.18%
0.57%
$8.998M
304,099 shares@ $29.6 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Decreased -0.24%
0.57%
$8.96M
15,652 shares@ $572.43 avg price
AZOAutozone Inc Com
Recent Activity
Decreased -0.29%
0.55%
$8.641M
2,743 shares@ $3150.04 avg price
SPYGSpdr Portfolio S&p 500 Growth Etf
Recent Activity
Decreased -5.85%
0.54%
$8.391M
101,174 shares@ $82.94 avg price
BXBlackstone Inc Com
Recent Activity
Decreased -2.56%
0.52%
$8.08M
52,769 shares@ $153.13 avg price
DHID R Horton Inc Com
Recent Activity
Decreased -0.17%
0.47%
$7.368M
38,622 shares@ $190.77 avg price
IYWIshares U.s. Technology Etf
Recent Activity
Decreased -4.37%
0.44%
$6.842M
45,129 shares@ $151.63 avg price
SPYSpdr S&p 500 Etf Trust
Recent Activity
Decreased -4.8%
0.42%
$6.565M
11,441 shares@ $573.78 avg price