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
FNCLFidelity Msci Financials Index Etf Recent Activity Exited	0%	$16,247 262 shares@ $62.02 avg price	Exited
VPLVanguard Ftse Pacific Etf Recent Activity Exited	0%	$15,016 196 shares@ $76.62 avg price	Exited
PRFZInvesco Ftse Rafi Us 1500 Small-mid Etf Recent Activity Exited	0%	$12,930 309 shares@ $41.85 avg price	Exited
BATRKLiberty Media Corp Del Com Lbty Srm S C Recent Activity Exited	0%	$12,797 569 shares@ $22.5 avg price	Exited
SITCSite Ctrs Corp Com Recent Activity Exited	0%	$11,881 769 shares@ $15.45 avg price	Exited
JEMAJpmorgan Activebuilders Emerging Markets Equity Etf Recent Activity Exited	0%	$11,615 303 shares@ $38.34 avg price	Exited
DANDana Inc Com Recent Activity Exited	0%	$11,566 910 shares@ $12.71 avg price	Exited
FIDUFidelity Msci Industrial Index Etf Recent Activity Exited	0%	$11,528 167 shares@ $69.03 avg price	Exited
VPGVishay Precision Group Inc Com Recent Activity Exited	0%	$11,316 330 shares@ $34.3 avg price	Exited
SIRISirius Xm Holdings Inc Com Recent Activity Exited	0%	$11,150 3,232 shares@ $3.45 avg price	Exited