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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
VOEVanguard Mid-cap Value Etf
Recent Activity
Decreased -0.4%
0.28%
$4.337M
25,869 shares@ $167.67 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -2.11%
0.27%
$4.207M
15,300 shares@ $274.95 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Decreased -2.48%
0.25%
$3.882M
7,954 shares@ $488.1 avg price
IWDIshares Russell 1000 Value Etf
Recent Activity
Decreased -9.02%
0.25%
$3.866M
20,371 shares@ $189.81 avg price
TPHDTimothy Plan High Dividend Stock Etf
Recent Activity
Decreased -9.39%
0.25%
$3.857M
102,294 shares@ $37.71 avg price
PANWPalo Alto Networks Inc Com
Recent Activity
Decreased -0.78%
0.25%
$3.854M
11,275 shares@ $341.81 avg price
DFASDimensional U.s. Small Cap Etf
Recent Activity
Decreased -10.83%
0.25%
$3.805M
58,672 shares@ $64.86 avg price
BIBLInspire 100 Etf
Recent Activity
Decreased -8.73%
0.25%
$3.804M
93,543 shares@ $40.67 avg price
CALFPacer Us Small Cap Cash Cows 100 Etf
Recent Activity
Decreased -0.96%
0.23%
$3.528M
75,835 shares@ $46.53 avg price
FDXFedex Corp Com
Recent Activity
Decreased -1.72%
0.22%
$3.424M
12,509 shares@ $273.69 avg price