Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2721 | XRN | CHIRON REAL ESTATE INC COM NEW | Financial Services | 431.0 | $14K | — | +21.0 | +5.1% | $33.08 | +10.7% |
| 2722 | NG | NOVAGOLD RESOURCES INC COM NEW | Basic Materials | 1,587.0 | $14K | — | +1K | +193.3% | $8.98 | -10.2% |
| 2723 | TREE | LENDINGTREE INC COM | Financial Services | 332.0 | $14K | — | +89.0 | +36.6% | $42.88 | -11.6% |
| 2724 | HEDJ | WISDOMTREE EUROPE HEDGED EQUITY FUND | — | 272.0 | $14K | — | — | — | $52.30 | +9.5% |
| 2725 | PCY | INVESCO EMERGING MARKETS SOVEREIGN DEBT ETF | — | 681.0 | $14K | — | -102.0 | -13.0% | $20.89 | +2.7% |
| 2726 | MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | — | 166.0 | $14K | — | +83.0 | +100.0% | $85.53 | +7.0% |
| 2727 | EVV | EATON VANCE LIMITED DURATION I COM | Financial Services | 1,500.0 | $14K | — | — | — | $9.45 | -1.5% |
| 2728 | — | DIREXION DAILY S&P BIOTECH BULL 3X ETF | — | 85.0 | $14K | — | +75.0 | +750.0% | $166.35 | — |
| 2729 | MDGL | MADRIGAL PHARMACEUTICALS INC COM | Healthcare | 27.0 | $14K | — | +22.0 | +440.0% | $523.48 | +0.8% |
| 2730 | TRMD | TORM PLC SHS CL A | Energy | 506.0 | $14K | — | +181.0 | +55.7% | $27.90 | +6.9% |
| 2731 | ANRO | ALTO NEUROSCIENCE INC COM SHS | Healthcare | 628.0 | $14K | — | -33.0 | -5.0% | $22.48 | -9.3% |
| 2732 | ALCO | ALICO INC COM | Consumer Defensive | 342.0 | $14K | — | — | — | $41.26 | +1.5% |
| 2733 | STC | STEWART INFORMATION SVCS CORP COM | Financial Services | 229.0 | $14K | — | +2.0 | +0.9% | $61.59 | +10.6% |
| 2734 | WIX | WIX COM LTD SHS | Technology | 156.0 | $14K | — | +32.0 | +25.8% | $90.06 | -40.6% |
| 2735 | TV | GRUPO TELEVISA S A B SPON ADR REP ORD | Communication Services | 4,810.0 | $14K | — | -32.0 | -0.7% | $2.91 | -3.1% |
| 2736 | REZI | RESIDEO TECHNOLOGIES INC COM | Industrials | 415.0 | $14K | — | -80.0 | -16.2% | $33.71 | -9.2% |
| 2737 | NWGL | CLASS WORKSHOP GROUP LTD SPONSORED ADS | Basic Materials | 16,584.0 | $14K | — | +15K | +1345.9% | $0.84 | -4.0% |
| 2738 | OCFC | OCEANFIRST FINL CORP COM | Financial Services | 772.0 | $14K | — | +59.0 | +8.3% | $18.04 | +4.3% |
| 2739 | AVO | MISSION PRODUCE INC COM | Consumer Defensive | 1,012.0 | $14K | — | -14.0 | -1.4% | $13.76 | -16.9% |
| 2740 | TNET | TRINET GROUP INC COM | Industrials | 380.0 | $14K | — | +145.0 | +61.7% | $36.43 | +19.7% |
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%