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
PFNPimco Income Strategy Fd Ii Com Recent Activity Increased 3.57%	0.4%	$6.301M 826,917 shares@ $7.62 avg price	Increased 3.57%
CGGRCapital Group Growth Etf Recent Activity Increased 55.35%	0.35%	$5.404M 155,346 shares@ $34.8 avg price	Increased 55.35%
DUHPDimensional Us High Profitability Etf Recent Activity Increased 8.32%	0.33%	$5.071M 148,852 shares@ $34.08 avg price	Increased 8.32%
SCHDSchwab Us Dividend Equity Etf Recent Activity Increased 3.2%	0.33%	$5.063M 59,897 shares@ $84.54 avg price	Increased 3.2%
MGVVanguard Mega Cap Value Etf Recent Activity Increased 0.11%	0.32%	$5.046M 39,337 shares@ $128.28 avg price	Increased 0.11%
BRK.ABerkshire Hathaway Inc Del Cl A Recent Activity Increased 133.34%	0.31%	$4.838M 7 shares@ $691180.0 avg price	Increased 133.34%
CRWDCrowdstrike Hldgs Inc Cl A Recent Activity Increased 10.66%	0.3%	$4.633M 16,518 shares@ $280.47 avg price	Increased 10.66%
MSTRMicrostrategy Inc Cl A New Recent Activity Increased 2791.86%	0.28%	$4.31M 25,564 shares@ $168.6 avg price	Increased 2791.86%
SDYSpdr S&p Dividend Etf Recent Activity Increased 0.03%	0.26%	$4.041M 28,449 shares@ $142.05 avg price	Increased 0.03%
DFIVDimensional International Value Etf Recent Activity Increased 0.59%	0.26%	$4.007M 105,213 shares@ $38.09 avg price	Increased 0.59%