Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 241 | MRDN | MERIDIAN HOLDINGS INC COM | Technology | 15.0 | $108.0 | — | NEW | — | $7.20 | +43.1% |
| 242 | SKYX | SKYX PLATFORMS CORP COM | Industrials | 95.0 | $106.0 | — | NEW | — | $1.12 | +3.1% |
| 243 | NEON | NEONODE INC COM PAR | Technology | 74.0 | $103.0 | — | NEW | — | $1.39 | +30.0% |
| 244 | GBIL | ACCESS TREASURY 0-1 YEAR ETF | — | 1.0 | $100.0 | — | NEW | — | $100.00 | +0.1% |
| 245 | TITN | TITAN MACHY INC COM | Industrials | 6.0 | $100.0 | — | NEW | — | $16.67 | +11.2% |
| 246 | SLS | SELLAS LIFE SCIENCES GROUP INC COM NEW | Healthcare | 22.0 | $93.0 | — | NEW | — | $4.23 | +112.2% |
| 247 | GSM | FERROGLOBE PLC SHS | Basic Materials | 22.0 | $91.0 | — | NEW | — | $4.14 | -0.6% |
| 248 | ARKX | ARK SPACE & DEFENSE INNOVATION ETF | — | 3.0 | $88.0 | — | NEW | — | $29.33 | +17.5% |
| 249 | CLFD | CLEARFIELD INC COM | Technology | 3.0 | $79.0 | — | NEW | — | $26.33 | +62.5% |
| 250 | STRT | STRATTEC SEC CORP COM | Consumer Cyclical | 1.0 | $78.0 | — | NEW | — | $78.00 | -9.4% |
| 251 | SKYH | SKY HARBOUR GROUP CORPORATION COM CL A | Industrials | 8.0 | $76.0 | — | NEW | — | $9.50 | -6.5% |
| 252 | KG | KESTREL GROUP LTD COM | Financial Services | 7.0 | $76.0 | — | NEW | — | $10.86 | +5.2% |
| 253 | LOVE | LOVESAC CO COM | Consumer Cyclical | 5.0 | $74.0 | — | NEW | — | $14.80 | +7.0% |
| 254 | ELMD | ELECTROMED INC COM | Healthcare | 3.0 | $69.0 | — | NEW | — | $23.00 | +67.7% |
| 255 | SVRA | SAVARA INC COM | Healthcare | 12.0 | $66.0 | — | NEW | — | $5.50 | -7.6% |
| 256 | EOLS | EVOLUS INC COM | Healthcare | 16.0 | $66.0 | — | NEW | — | $4.12 | +56.4% |
| 257 | UAMY | UNITED STATES ANTIMONY CORP COM | Basic Materials | 7.0 | $61.0 | — | NEW | — | $8.71 | -4.4% |
| 258 | SIEB | SIEBERT FINL CORP COM | Financial Services | 28.0 | $54.0 | — | NEW | — | $1.93 | -6.7% |
| 259 | RNA | ATRIUM THERAPEUTICS INC COM | Healthcare | 4.0 | $53.0 | — | NEW | — | $13.25 | -4.0% |
| 260 | FOA | FINANCE OF AMERICA COMPAN CL A NEW | Financial Services | 3.0 | $50.0 | — | NEW | — | $16.67 | +16.8% |
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
27.1%
Financial Services
25.4%
Consumer Cyclical
10.6%
Industrials
8.1%
Healthcare
6.9%
Communication Services
6.9%
Energy
5.9%
Consumer Defensive
3.7%
Utilities
2.2%
Basic Materials
1.8%