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
BAPRInnovator U.s. Equity Buffer Etf - April Recent Activity New Position	0.01%	$17,348 400 shares@ $43.37 avg price	New Position
BMAYInnovator U.s. Equity Buffer Etf - May Recent Activity New Position	0.01%	$15,785 400 shares@ $39.47 avg price	New Position
SBRSabine Rty Tr Unit Ben Int Recent Activity New Position	0.01%	$15,711 255 shares@ $61.62 avg price	New Position
DRSKAptus Defined Risk Etf Recent Activity New Position	0.01%	$15,310 541 shares@ $28.3 avg price	New Position
3896⤦Grayscale Ethereum Mini Trust (eth) Recent Activity New Position	0.01%	$14,154 5,801 shares@ $2.44 avg price	New Position
APRWAllianzim Us Large Cap Buffer20 Apr Etf Recent Activity New Position	0.01%	$12,253 380 shares@ $32.25 avg price	New Position
SITCSite Ctrs Corp Com Recent Activity New Position	0.01%	$11,495 190 shares@ $60.5 avg price	New Position
OSCVOpus Small Cap Value Etf Recent Activity New Position	0.01%	$11,273 301 shares@ $37.46 avg price	New Position
PAPRInnovator U.s. Equity Power Buffer Etf - April Recent Activity New Position	0.01%	$10,782 300 shares@ $35.94 avg price	New Position
MHIPioneer Municipal High Income Com Shs Recent Activity New Position	0.01%	$9,850 1,026 shares@ $9.61 avg price	New Position