Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2921 | LMND | LEMONADE INC COM | Financial Services | 160.0 | $10K | — | +24.0 | +17.6% | $62.68 | -8.5% |
| 2922 | UVE | UNIVERSAL INS HLDGS INC COM | Financial Services | 292.0 | $10K | — | +32.0 | +12.3% | $34.16 | +13.2% |
| 2923 | LND | BRASILAGRO COMPANHIA BRASILEIR SPONSORED ADR | Consumer Defensive | 2,349.0 | $10K | — | -2K | -43.7% | $4.23 | -9.5% |
| 2924 | BFS | SAUL CTRS INC COM | Real Estate | 304.0 | $10K | — | — | — | $32.58 | +6.6% |
| 2925 | WNC | WABASH NATL CORP COM | Industrials | 1,148.0 | $10K | — | -38.0 | -3.2% | $8.62 | -9.9% |
| 2926 | AMPL | AMPLITUDE INC COM CL A | Technology | 1,448.0 | $10K | — | -491.0 | -25.3% | $6.82 | +0.3% |
| 2927 | COHU | COHU INC COM | Technology | 322.0 | $10K | — | -153.0 | -32.2% | $30.62 | +63.1% |
| 2928 | LZ | LEGALZOOM COM INC COM | Industrials | 1,736.0 | $10K | — | -3K | -66.5% | $5.67 | +12.9% |
| 2929 | ARCB | ARCBEST CORP COM | Industrials | 100.0 | $10K | — | -27.0 | -21.3% | $98.35 | +31.7% |
| 2930 | GOLD | GOLD COM INC COM | Financial Services | 245.0 | $10K | — | +37.0 | +17.8% | $40.08 | +7.6% |
| 2931 | BBW | BUILD-A-BEAR WORKSHOP INC COM | Consumer Cyclical | 261.0 | $10K | — | -51.0 | -16.4% | $37.45 | +0.6% |
| 2932 | SANA | SANA BIOTECHNOLOGY INC COM | Healthcare | 3,385.0 | $10K | — | — | — | $2.88 | +5.9% |
| 2933 | PENG | PENGUIN SOLUTIONS INC COM | Technology | 553.0 | $10K | — | +18.0 | +3.4% | $17.60 | +212.2% |
| 2934 | — | HUDSON PACIFIC PROPERTIES INC COM | — | 1,646.0 | $10K | — | +2K | +10000.0% | $5.91 | — |
| 2935 | BLOX | NICHOLAS CRYPTO INCOME ETF | — | 750.0 | $10K | — | NEW | — | $12.95 | +33.6% |
| 2936 | RMAX | RE/MAX HLDGS INC CL A | Real Estate | 1,684.0 | $10K | — | +97.0 | +6.1% | $5.76 | +64.3% |
| 2937 | ADAG | ADAGENE INC ADS | Healthcare | 2,473.0 | $10K | — | — | — | $3.92 | -5.1% |
| 2938 | ARTNA | ARTESIAN RES CORP CL A | Utilities | 303.0 | $10K | — | +32.0 | +11.8% | $31.85 | +2.0% |
| 2939 | IYK | ISHARES U.S. CONSUMER STAPLES ETF | — | 137.0 | $10K | — | NEW | — | $70.03 | +2.4% |
| 2940 | LOB | LIVE OAK BANCSHARES INC COM | Financial Services | 290.0 | $10K | — | +228.0 | +367.7% | $33.07 | +14.5% |
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%