Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | — | LIFTOFF MOBILE INC COM | — | 1.0 | $24.0 | — | NEW | — | $24.00 | — |
| 222 | — | OFFERPAD SOLUTIONS INC COM CL A | — | 4.0 | $20.0 | — | NEW | — | $5.00 | — |
| 223 | KNDI | KANDI TECHNOLOGIES GROUP INC USD ORD SHS | Consumer Cyclical | 20.0 | $14.0 | — | NEW | — | $0.70 | -8.9% |
| 224 | INFQ | INFLEQTION INC COM SHS | Technology | 1.0 | $13.0 | — | NEW | — | $13.00 | +8.6% |
| 225 | BBIN | JPMORGAN BETABUILDERS INTERNATIONAL EQUITY ETF | — | — | $13.0 | — | NEW | — | — | — |
| 226 | CFO | VICTORYSHARES US 500 ENHANCED VOLATILITY WTD ETF | — | — | $12.0 | — | NEW | — | — | — |
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%