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
TELTe Connectivity Plc Ord Shs Recent Activity New Position	0.01%	$107,930 715 shares@ $150.96 avg price	New Position
AMTMAmentum Holdings Inc Com Recent Activity New Position	0.01%	$104,748 3,248 shares@ $32.25 avg price	New Position
PRAProassurance Corp Com Recent Activity New Position	0.01%	$101,114 6,723 shares@ $15.05 avg price	New Position
PDOPimco Dynamic Income Oprnts Fd Com Ben Shs Recent Activity New Position	0.01%	$63,540 4,500 shares@ $14.12 avg price	New Position
ACIOAptus Collared Investment Opportunity Etf Recent Activity New Position	0.01%	$48,085 1,210 shares@ $39.74 avg price	New Position
FDLSInspire Fidelis Multi Factor Etf Recent Activity New Position	0.01%	$45,840 1,458 shares@ $31.45 avg price	New Position
DTDWisdomtree U.s. Total Dividend Fund Recent Activity New Position	0.01%	$44,320 578 shares@ $76.68 avg price	New Position
GOFGuggenheim Strategic Opportun Com Sbi Recent Activity New Position	0.01%	$38,785 2,461 shares@ $15.76 avg price	New Position
PEXLPacer Us Export Leaders Etf Recent Activity New Position	0.01%	$36,317 720 shares@ $50.45 avg price	New Position
XLCCommunication Services Select Sector Spdr Fund Recent Activity New Position	0.01%	$34,714 384 shares@ $90.41 avg price	New Position