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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
MRKMerck & Co Inc Com
Recent Activity
Decreased -2.75%
0.21%
$3.271M
28,805 shares@ $113.57 avg price
DEDeere & Co Com
Recent Activity
Decreased -2.37%
0.21%
$3.193M
7,651 shares@ $417.32 avg price
NFLXNetflix Inc Com
Recent Activity
Decreased -5.07%
0.2%
$3.107M
4,380 shares@ $709.32 avg price
VYMVanguard High Dividend Yield Index Etf
Recent Activity
Decreased -1.77%
0.2%
$3.101M
24,185 shares@ $128.21 avg price
AVDVAvantis International Small Cap Value Etf
Recent Activity
Decreased -2.9%
0.19%
$2.959M
41,870 shares@ $70.68 avg price
VBRVanguard Small Cap Value Etf
Recent Activity
Decreased -2.41%
0.18%
$2.791M
13,902 shares@ $200.79 avg price
IXPIshares Global Comm Services Etf
Recent Activity
Decreased -8.2%
0.18%
$2.742M
29,130 shares@ $94.14 avg price
MAMastercard Incorporated Cl A
Recent Activity
Decreased -0.83%
0.17%
$2.582M
5,228 shares@ $493.84 avg price
VNLAJanus Henderson Short Duration Income Etf
Recent Activity
Decreased -9.67%
0.17%
$2.563M
52,265 shares@ $49.04 avg price
ORCLOracle Corp Com
Recent Activity
Decreased -4.46%
0.16%
$2.437M
14,301 shares@ $170.4 avg price