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
TKTeekay Corporation Ltd Shs Recent Activity New Position	0.01%	$7,958 865 shares@ $9.2 avg price	New Position
VRNAVerona Pharma Plc Sponsored Ads Recent Activity New Position	0.01%	$5,581 194 shares@ $28.77 avg price	New Position
MBUUMalibu Boats Inc Com Cl A Recent Activity New Position	0.01%	$5,472 141 shares@ $38.81 avg price	New Position
VOOGVanguard S&p 500 Growth Etf Recent Activity New Position	0.01%	$5,179 15 shares@ $345.27 avg price	New Position
STVNStevanato Group S P A Ord Shs Recent Activity New Position	0.01%	$4,780 239 shares@ $20.0 avg price	New Position
PXP10 Inc Com Cl A Recent Activity New Position	0.01%	$4,616 431 shares@ $10.71 avg price	New Position
HACKAmplify Cybersecurity Etf Recent Activity New Position	0.01%	$3,073 45 shares@ $68.29 avg price	New Position
ADVAdvantage Solutions Inc Com Cl A Recent Activity New Position	0.01%	$2,703 788 shares@ $3.44 avg price	New Position
VIRTVirtu Finl Inc Cl A Recent Activity New Position	0.01%	$2,619 86 shares@ $30.46 avg price	New Position
AOUTAmerican Outdoor Brands Inc Com Recent Activity New Position	0.01%	$2,305 250 shares@ $9.22 avg price	New Position