Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | — | DEFI DEVELOPMENT CORP COM | — | 175.0 | $515.0 | — | NEW | — | $2.94 | — |
| 182 | SNAL | SNAIL INC CLASS A COM | Technology | 815.0 | $505.0 | — | NEW | — | $0.62 | +360.0% |
| 183 | RLYB | RALLYBIO CORP COM | Healthcare | 31.0 | $496.0 | — | NEW | — | $16.00 | +5.2% |
| 184 | — | VISIONWAVE HOLDINGS INC COM | — | 112.0 | $482.0 | — | NEW | — | $4.30 | — |
| 185 | — | ALL IN FUTURETECH ALLIANCE INC COM | — | 210.0 | $468.0 | — | NEW | — | $2.23 | — |
| 186 | IMMP | IMMUTEP LTD SPONSORED ADS | Healthcare | 1,108.0 | $462.0 | — | NEW | — | $0.42 | -7.4% |
| 187 | PESI | PERMA-FIX ENVIRONMENTAL SVCS COM NEW | Industrials | 32.0 | $457.0 | — | NEW | — | $14.28 | +21.1% |
| 188 | BURU | NUBURU INC COMMON STOCK | Industrials | 3,444.0 | $441.0 | — | NEW | — | $0.13 | -68.8% |
| 189 | MNSB | MAINSTREET BANCSHARES INC COM | Financial Services | 17.0 | $419.0 | — | NEW | — | $24.65 | +0.7% |
| 190 | — | SMARTBIRD INC CL A NEW | — | 100.0 | $400.0 | — | NEW | — | $4.00 | — |
| 191 | CRVO | CERVOMED INC COM | Healthcare | 118.0 | $366.0 | — | NEW | — | $3.10 | -15.5% |
| 192 | YSS | YORK SPACE SYSTEMS INC COM | Technology | 14.0 | $345.0 | — | NEW | — | $24.64 | -62.2% |
| 193 | MMT | ABERDEEN MULTI-MARKET INCOME SH BEN INT | Financial Services | 72.0 | $317.0 | — | NEW | — | $4.40 | +0.8% |
| 194 | — | INSEEGO CORP COM NEW | — | 30.0 | $310.0 | — | NEW | — | $10.33 | — |
| 195 | — | MCCORMICK & CO INC COM VTG | — | 6.0 | $303.0 | — | NEW | — | $50.50 | — |
| 196 | CTMX | CYTOMX THERAPEUTICS INC. COM | Healthcare | 77.0 | $289.0 | — | NEW | — | $3.75 | -12.6% |
| 197 | — | ATAIBECKLEY INC COM SHS | — | 54.0 | $285.0 | — | NEW | — | $5.28 | — |
| 198 | OVBC | OHIO VY BANC CORP COM | Financial Services | 6.0 | $260.0 | — | NEW | — | $43.33 | +2.9% |
| 199 | CADL | CANDEL THERAPEUTICS INC COM | Healthcare | 25.0 | $258.0 | — | NEW | — | $10.32 | +27.2% |
| 200 | WRD | WERIDE INC SPONSORED ADS | Technology | 43.0 | $250.0 | — | NEW | — | $5.81 | +10.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.5%
Financial Services
22.2%
Consumer Cyclical
10.2%
Industrials
9.6%
Healthcare
6.8%
Communication Services
5.4%
Energy
4.0%
Consumer Defensive
2.9%
Utilities
2.2%
Basic Materials
1.7%