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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
TKTeekay Corporation Com
Recent Activity
Exited
0%
$7,500
865 shares@ $8.68 avg price
HAHawaiian Holdings Inc Com
Recent Activity
Exited
0%
$7,470
584 shares@ $12.8 avg price
SPTMSpdr Portfolio S&p 1500 Composite Stock Market Etf
Recent Activity
Exited
0%
$7,217
107 shares@ $67.45 avg price
CIBRFirst Trust Nasdaq Cybersecurity Etf
Recent Activity
Exited
0%
$6,980
125 shares@ $55.84 avg price
SCHVSchwab U.s. Large-cap Value Etf
Recent Activity
Exited
0%
$6,019
78 shares@ $77.17 avg price
SPABSpdr Portfolio Aggregate Bond Etf
Recent Activity
Exited
0%
$5,423
212 shares@ $25.59 avg price
CALTCalliditas Therapeutics Ab Sponsered Ads
Recent Activity
Exited
0%
$4,806
125 shares@ $38.45 avg price
BATRKLiberty Media Corp Del Com Lbty Srm S A
Recent Activity
Exited
0%
$4,637
205 shares@ $22.62 avg price
LITGlobal X Lithium & Battery Tech Etf
Recent Activity
Exited
0%
$4,622
118 shares@ $39.17 avg price
QQEWFirst Trust Nasdaq-100 Equal Weighted Index Fund
Recent Activity
Exited
0%
$4,547
37 shares@ $122.9 avg price