Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | — | TERRA INNOVATUM GLOBAL NV ORD SHS | — | 285.0 | $1K | — | NEW | — | $4.92 | — |
| 142 | NEGG | NEWEGG COMMERCE INC SHS NEW | Consumer Cyclical | 83.0 | $1K | — | NEW | — | $16.39 | +10.9% |
| 143 | — | LUCKY STRIKE ENTERTAINMENT COR CL A COM | — | 181.0 | $1K | — | NEW | — | $7.48 | — |
| 144 | — | BRAND ENGAGEMENT NETWORK INC COM | — | 79.0 | $1K | — | NEW | — | $17.11 | — |
| 145 | INTG | INTERGROUP CORP COM | Consumer Cyclical | 28.0 | $1K | — | NEW | — | $48.04 | -33.4% |
| 146 | DXYZ | DESTINY TECH100 INC COM SHS | — | 50.0 | $1K | — | NEW | — | $25.76 | +33.7% |
| 147 | — | PROSHARES ULTRA BLOOMBERG NATURAL GAS | — | 44.0 | $1K | — | NEW | — | $27.43 | — |
| 148 | — | EON RESOURCES INC COM CL A | — | 2,431.0 | $1K | — | NEW | — | $0.44 | — |
| 149 | — | OCTAVE INTELLIGENCE PLC ORD SHS CL B | — | 63.0 | $1K | — | NEW | — | $16.30 | — |
| 150 | CBC | CENTRAL BANCOMPANY COM CL A | Financial Services | 33.0 | $1K | — | NEW | — | $30.39 | +5.2% |
| 151 | WLTH | WEALTHFRONT CORP COM | Technology | 110.0 | $984.0 | — | NEW | — | $8.95 | +3.1% |
| 152 | LMRI | LUMEXA IMAGING HOLDINGS INC COM | Healthcare | 85.0 | $958.0 | — | NEW | — | $11.27 | +10.2% |
| 153 | GVI | ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF | — | 9.0 | $955.0 | — | NEW | — | $106.11 | -0.8% |
| 154 | OLOX | OLENOX INDUSTRIES INC COM NEW | Industrials | 161.0 | $881.0 | — | NEW | — | $5.47 | -61.8% |
| 155 | HNGE | HINGE HEALTH INC CL A | Healthcare | 10.0 | $830.0 | — | NEW | — | $83.00 | +6.5% |
| 156 | BATL | BATTALION OIL CORP COM | Energy | 610.0 | $799.0 | — | NEW | — | $1.31 | +3.8% |
| 157 | CLBT | CELLEBRITE DI LTD ORDINARY SHARES | Technology | 52.0 | $759.0 | — | NEW | — | $14.60 | -24.3% |
| 158 | AHMA | AMBITIONS ENTERPRISE MGMT CO. USD CL A ORD SHS | Consumer Cyclical | 435.0 | $740.0 | — | NEW | — | $1.70 | -13.0% |
| 159 | ESOA | ENERGY SERVICES OF AMER CORP COM | Industrials | 38.0 | $734.0 | — | NEW | — | $19.32 | -38.9% |
| 160 | — | PSQ HOLDINGS INC COM SHS CL A | — | 1,822.0 | $734.0 | — | NEW | — | $0.40 | — |
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%