test

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
BSVVanguard Short-term Bond Etf
Recent Activity
Increased 1.52%
1.08%
$16.985M
215,846 shares@ $78.7 avg price
PGRProgressive Corp Com
Recent Activity
Decreased -1.3%
1.04%
$16.368M
64,501 shares@ $253.77 avg price
DFACDimensional U.s. Core Equity 2 Etf
Recent Activity
Increased 1.11%
1.01%
$15.843M
462,020 shares@ $34.3 avg price
AVGOBroadcom Inc Com
Recent Activity
Decreased -0.94%
0.88%
$13.879M
80,459 shares@ $172.5 avg price
VBVanguard Small-cap Etf
Recent Activity
Increased 2.46%
0.86%
$13.571M
57,210 shares@ $237.22 avg price
RWLInvesco S&p 500 Revenue Etf
Recent Activity
Increased 4.03%
0.85%
$13.274M
135,355 shares@ $98.07 avg price
KKRKkr & Co Inc Com
Recent Activity
Decreased -1.09%
0.82%
$12.842M
98,342 shares@ $130.59 avg price
BSVOEa Bridgeway Omni Small-cap Value Etf
Recent Activity
Increased 0.26%
0.79%
$12.464M
564,255 shares@ $22.1 avg price
HDHome Depot Inc Com
Recent Activity
Increased 0.9%
0.76%
$11.879M
29,316 shares@ $405.2 avg price
VIGIVanguard International Dividend Appreciation Etf
Recent Activity
Increased 77.99%
0.75%
$11.818M
133,868 shares@ $88.28 avg price