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Glenn G. Waddell

Eversource Wealth Advisors, Llc

Assets Managed
$3.282B
Holdings
4385
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
20.73%(2Q avg: 14.13%)
Sustained Growth
15 quarters

Portfolio positions

This chart displays the top 10 holdings in Eversource Wealth Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 4385 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 15 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 3.282B in assets, with a quarterly growth rate of 20.73% and a 2-quarter average growth rate of 14.13%. The portfolio is managed by Glenn G. Waddell, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VUG
Vanguard Growth Etf
Recent Activity
Increased 89.67%
4.87%
$159.72M
365,669 shares@ $436.79 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 86.77%
3.83%
$125.64M
1.961M shares@ $64.09 avg price
VTV
Vanguard Value Etf
Recent Activity
Increased 81.81%
3.82%
$125.228M
638,267 shares@ $196.21 avg price
PRXG
Praxis Impact Large Cap Etf
Recent Activity
Increased 78.12%
2.41%
$78.852M
2.4M shares@ $32.86 avg price
PRXV
Praxis Imp Large Cap Val Etf
Recent Activity
Increased 71.72%
2.24%
$73.454M
2.363M shares@ $31.1 avg price
AAPL
Apple Inc
Recent Activity
Increased 39.2%
1.98%
$64.663M
254,789 shares@ $253.79 avg price
IAU
Ishares Gold Trust
Recent Activity
Decreased -7.94%
1.8%
$58.754M
666,445 shares@ $88.17 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.84%
1.46%
$47.706M
273,540 shares@ $174.41 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 62.59%
1.35%
$44.28M
564,718 shares@ $78.41 avg price
BIL
Spdr Bloomberg 1-3 Month T-b
Recent Activity
Decreased -14.04%
1.34%
$43.929M
479,367 shares@ $91.64 avg price

1-10 of 4385