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
COSTCostco Whsl Corp New Com Recent Activity Increased 0.78%	0.56%	$8.838M 9,969 shares@ $886.51 avg price	Increased 0.78%
VNQVanguard Real Estate Etf Recent Activity Increased 1998.23%	0.55%	$8.63M 88,587 shares@ $97.43 avg price	Increased 1998.23%
VGITVanguard Intermediate-term Treasury Etf Recent Activity Increased 16.89%	0.54%	$8.478M 140,318 shares@ $60.43 avg price	Increased 16.89%
BLVVanguard Long-term Bond Etf Recent Activity Increased 1.65%	0.5%	$7.877M 104,796 shares@ $75.17 avg price	Increased 1.65%
BIVVanguard Intermediate-term Bond Etf Recent Activity Increased 2.43%	0.49%	$7.717M 98,463 shares@ $78.37 avg price	Increased 2.43%
COWZPacer Us Cash Cows 100 Etf Recent Activity Increased 1.79%	0.49%	$7.664M 132,522 shares@ $57.83 avg price	Increased 1.79%
AMHAmerican Homes 4 Rent Cl A Recent Activity Increased 0.91%	0.46%	$7.206M 187,714 shares@ $38.4 avg price	Increased 0.91%
DCORDimensional Us Core Equity 1 Etf Recent Activity Increased 3.12%	0.44%	$6.835M 107,910 shares@ $63.35 avg price	Increased 3.12%
JPMJpmorgan Chase & Co. Com Recent Activity Increased 0.92%	0.43%	$6.721M 31,875 shares@ $210.86 avg price	Increased 0.92%
JEPIJpmorgan Equity Premium Income Etf Recent Activity Increased 2.89%	0.42%	$6.502M 109,258 shares@ $59.51 avg price	Increased 2.89%