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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
COPConocophillips Com
Recent Activity
Decreased -1.44%
0.42%
$6.482M
61,567 shares@ $105.29 avg price
PPGPpg Inds Inc Com
Recent Activity
Decreased -14.82%
0.39%
$6.07M
45,825 shares@ $132.46 avg price
IWFIshares Russell 1000 Growth Etf
Recent Activity
Decreased -8.07%
0.38%
$5.877M
15,657 shares@ $375.38 avg price
WMTWalmart Inc Com
Recent Activity
Decreased -3.5%
0.36%
$5.637M
69,807 shares@ $80.76 avg price
DFUSDimensional U.s. Equity Market Etf
Recent Activity
Decreased -0.55%
0.35%
$5.517M
88,696 shares@ $62.2 avg price
RBARb Global Inc Com
Recent Activity
Decreased -0.19%
0.35%
$5.395M
67,032 shares@ $80.49 avg price
DFUVDimensional Us Marketwide Value Etf
Recent Activity
Decreased -0.1%
0.34%
$5.244M
125,781 shares@ $41.69 avg price
MGKVanguard Mega Cap Growth Etf
Recent Activity
Decreased -0.12%
0.32%
$5.042M
15,660 shares@ $321.95 avg price
WWJDInspire International Etf
Recent Activity
Decreased -12.62%
0.31%
$4.891M
151,439 shares@ $32.31 avg price
TPLCTimothy Plan Us Large Mid Cap Core Etf
Recent Activity
Decreased -22.06%
0.28%
$4.352M
98,926 shares@ $44.0 avg price