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
AVLVAvantis U.s. Large Cap Value Etf Recent Activity Exited	0%	$10,242 159 shares@ $64.42 avg price	Exited
TVGrupo Televisa S A B Spon Adr Rep Ord Recent Activity Exited	0%	$10,097 4,632 shares@ $2.18 avg price	Exited
FSTAFidelity Msci Consumer Staples Index Etf Recent Activity Exited	0%	$9,773 202 shares@ $48.39 avg price	Exited
EWJIshares Msci Japan Etf Recent Activity Exited	0%	$9,297 131 shares@ $70.97 avg price	Exited
RSPRInvesco S&p 500 Equal Weight Real Estate Etf Recent Activity Exited	0%	$9,023 259 shares@ $34.84 avg price	Exited
BKLNInvesco Senior Loan Etf Recent Activity Exited	0%	$8,841 421 shares@ $21.0 avg price	Exited
KEKimball Electronics Inc Com Recent Activity Exited	0%	$8,414 355 shares@ $23.71 avg price	Exited
AXLAmerican Axle & Mfg Hldgs Inc Com Recent Activity Exited	0%	$8,411 1,132 shares@ $7.44 avg price	Exited
RNSTRenasant Corp Com Recent Activity Exited	0%	$8,391 244 shares@ $34.39 avg price	Exited
FDISFidelity Msci Consumer Discretionary Index Etf Recent Activity Exited	0%	$8,015 96 shares@ $83.49 avg price	Exited