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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
JMSBJohn Marshall Bancorp Inc Com
Recent Activity
Exited
0%
$34,794
1,800 shares@ $19.33 avg price
FTECFidelity Msci Information Technology Index Etf
Recent Activity
Exited
0%
$32,275
191 shares@ $168.98 avg price
FTCSFirst Trust Capital Strength Etf
Recent Activity
Exited
0%
$31,846
365 shares@ $87.25 avg price
TCAFT. Rowe Price Capital Appreciation Equity Etf
Recent Activity
Exited
0%
$28,703
895 shares@ $32.08 avg price
FCOMFidelity Msci Communication Services Index Etf
Recent Activity
Exited
0%
$23,808
461 shares@ $51.65 avg price
FDLFirst Trust Morningstar Dividend Leaders Index Fund
Recent Activity
Exited
0%
$23,531
579 shares@ $40.65 avg price
FHLCFidelity Msci Health Care Index Etf
Recent Activity
Exited
0%
$22,782
322 shares@ $70.76 avg price
INTFIshares International Equity Factor Etf
Recent Activity
Exited
0%
$22,450
745 shares@ $30.14 avg price
IYCIshares U.s. Consumer Discretionary Etf
Recent Activity
Exited
0%
$21,600
263 shares@ $82.13 avg price
FEZSpdr Euro Stoxx 50 Etf
Recent Activity
Exited
0%
$21,130
420 shares@ $50.31 avg price