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