Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | ALVO | ALVOTECH ORDINARY SHARES | Healthcare | 240.0 | $824.0 | — | NEW | — | $3.43 | -1.6% |
| 162 | GPIX | GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | — | 16.0 | $806.0 | — | NEW | — | $50.38 | +9.7% |
| 163 | STIM | NEURONETICS INC COM | Healthcare | 551.0 | $799.0 | — | NEW | — | $1.45 | -17.9% |
| 164 | — | SUNPOWER INC COM | — | 612.0 | $777.0 | — | NEW | — | $1.27 | — |
| 165 | VOYG | VOYAGER TECHNOLOGIES INC COM CL A | Industrials | 33.0 | $773.0 | — | NEW | — | $23.42 | +70.5% |
| 166 | CCRN | CROSS CTRY HEALTHCARE INC COM | Healthcare | 79.0 | $743.0 | — | NEW | — | $9.41 | +38.8% |
| 167 | AKBA | AKEBIA THREAPEUTICS INC COM | Healthcare | 527.0 | $732.0 | — | NEW | — | $1.39 | -26.6% |
| 168 | HSAI | HESAI GROUP SPONSORED ADS | Consumer Cyclical | 38.0 | $726.0 | — | NEW | — | $19.11 | +9.4% |
| 169 | FOXF | FOX FACTORY HLDG CORP COM | Consumer Cyclical | 44.0 | $725.0 | — | NEW | — | $16.48 | -0.9% |
| 170 | ZVIA | ZEVIA PBC CL A | Consumer Defensive | 615.0 | $720.0 | — | NEW | — | $1.17 | +29.8% |
| 171 | LEGH | LEGACY HOUSING CORP COM | Consumer Cyclical | 35.0 | $715.0 | — | NEW | — | $20.43 | +12.4% |
| 172 | SCMB | SCHWAB MUNICIPAL BOND ETF | — | 27.0 | $692.0 | — | NEW | — | $25.63 | -0.9% |
| 173 | TARA | PROTARA THERAPEUTICS INC COM STK | Healthcare | 130.0 | $678.0 | — | NEW | — | $5.22 | -8.7% |
| 174 | IMMR | IMMERSION CORP COM | Technology | 123.0 | $672.0 | — | NEW | — | $5.46 | +11.3% |
| 175 | AVBH | AVIDBANK HLDGS INC COM | Financial Services | 23.0 | $657.0 | — | NEW | — | $28.57 | +4.9% |
| 176 | ITM | VANECK INTERMEDIATE MUNI ETF | — | 14.0 | $653.0 | — | NEW | — | $46.64 | -0.4% |
| 177 | DCTH | DELCATH SYS INC COM NEW | Healthcare | 70.0 | $650.0 | — | NEW | — | $9.29 | +23.3% |
| 178 | — | MAXEON SOLAR TECHNOLOGIES LTD SHS NEW | — | 424.0 | $640.0 | — | NEW | — | $1.51 | — |
| 179 | FLWS | 1 800 FLOWERS COM INC CL A | Consumer Cyclical | 210.0 | $637.0 | — | NEW | — | $3.03 | +39.5% |
| 180 | LMB | LIMBACH HLDGS INC COM | Industrials | 8.0 | $624.0 | — | NEW | — | $78.00 | -8.4% |
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%