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
BSVOEa Bridgeway Omni Small-cap Value Etf Recent Activity Increased 0.26%	0.79%	$12.464M 564,255 shares@ $22.1 avg price	Increased 0.26%
HDHome Depot Inc Com Recent Activity Increased 0.9%	0.76%	$11.879M 29,316 shares@ $405.2 avg price	Increased 0.9%
VIGIVanguard International Dividend Appreciation Etf Recent Activity Increased 77.99%	0.75%	$11.818M 133,868 shares@ $88.28 avg price	Increased 77.99%
IVVIshares Core S&p 500 Etf Recent Activity Increased 5.01%	0.75%	$11.745M 20,361 shares@ $576.84 avg price	Increased 5.01%
DGROIshares Core Dividend Growth Etf Recent Activity Increased 8.01%	0.72%	$11.264M 179,671 shares@ $62.69 avg price	Increased 8.01%
GSIEGoldman Sachs Activebeta International Equity Etf Recent Activity Increased 3.88%	0.68%	$10.685M 295,414 shares@ $36.18 avg price	Increased 3.88%
CRHCrh Plc Ord Recent Activity Increased 2.4%	0.68%	$10.633M 114,657 shares@ $92.74 avg price	Increased 2.4%
VMBSVanguard Mortgage-backed Securities Etf Recent Activity Increased 0.64%	0.67%	$10.512M 222,667 shares@ $47.22 avg price	Increased 0.64%
AMATApplied Matls Inc Com Recent Activity Increased 0.46%	0.64%	$9.983M 49,408 shares@ $202.06 avg price	Increased 0.46%
BRK.BBerkshire Hathaway Inc Del Cl B New Recent Activity Increased 4.79%	0.58%	$9.145M 19,868 shares@ $460.27 avg price	Increased 4.79%