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
DSTLDistillate Us Fundamental Stability & Value Etf Recent Activity New Position	0.01%	$28,705 506 shares@ $56.73 avg price	New Position
RVTRoyce Small Cap Trust Inc Com Recent Activity New Position	0.01%	$27,475 1,750 shares@ $15.7 avg price	New Position
RPVInvesco S&p 500 Pure Value Etf Recent Activity New Position	0.01%	$26,676 300 shares@ $88.92 avg price	New Position
MJAmplify Alternative Harvest Etf Recent Activity New Position	0.01%	$25,839 7,806 shares@ $3.32 avg price	New Position
DEMWisdomtree Emerging Markets High Dividend Fund Recent Activity New Position	0.01%	$24,206 550 shares@ $44.02 avg price	New Position
3899⤦Grayscale Bitcoin Mini Trust (btc) Recent Activity New Position	0.01%	$21,619 3,840 shares@ $5.63 avg price	New Position
SIRISiriusxm Holdings Inc Common Stock Recent Activity New Position	0.01%	$19,488 824 shares@ $23.66 avg price	New Position
FPEFirst Trust Preferred Securities & Income Etf Recent Activity New Position	0.01%	$19,277 1,065 shares@ $18.11 avg price	New Position
HYEMVaneck Emerging Markets High Yield Bond Etf Recent Activity New Position	0.01%	$19,254 968 shares@ $19.9 avg price	New Position
BJANInnovator U.s. Equity Buffer Etf - January Recent Activity New Position	0.01%	$18,624 400 shares@ $46.56 avg price	New Position