Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 381 | UPWK | UPWORK INC COM | Industrials | 11,199.0 | $94K | 0.00% | +2K | +25.0% | $8.36 | +3.0% |
| 382 | SIVR | ABRDN PHYSICAL SILVER SHARES ETF | Financial Services | 1,649.0 | $93K | 0.00% | +1K | +330.6% | $56.22 | +17.2% |
| 383 | GTX | GARRETT MOTION INC COM | Consumer Cyclical | 2,543.0 | $92K | 0.00% | +1K | +110.3% | $36.23 | -26.5% |
| 384 | IVT | INVENTRUST PPTYS CORP COM NEW | Real Estate | 2,587.0 | $92K | 0.00% | +1K | +123.2% | $35.40 | -7.7% |
| 385 | SHYD | VANECK SHORT HIGH YIELD MUNI ETF | — | 3,915.0 | $90K | 0.00% | +34.0 | +0.9% | $22.90 | -0.9% |
| 386 | BMNR | BITMINE IMMERSION TECHS INC COM NEW | Financial Services | 6,725.0 | $90K | 0.00% | +2K | +45.6% | $13.31 | +71.5% |
| 387 | VOYA | VOYA FINANCIAL INC COM | Financial Services | 984.0 | $89K | 0.00% | +19.0 | +2.0% | $90.53 | +8.0% |
| 388 | BEN | FRANKLIN RESOURCES INC COM | Financial Services | 2,634.0 | $88K | 0.00% | +559.0 | +26.9% | $33.27 | +3.1% |
| 389 | VSH | VISHAY INTERTECHNOLOGY INC COM | Technology | 1,616.0 | $87K | 0.00% | +1K | +189.6% | $53.78 | -41.2% |
| 390 | PD | PAGERDUTY INC COM | Technology | 8,995.0 | $87K | 0.00% | +4K | +75.1% | $9.65 | +27.7% |
| 391 | DJT | TRUMP MEDIA & TECHNOLOGY GROUP COM | Communication Services | 11,199.0 | $87K | 0.00% | +7K | +148.1% | $7.74 | +17.6% |
| 392 | JOUT | JOHNSON OUTDOORS INC CL A | Consumer Cyclical | 1,882.0 | $87K | 0.00% | +198.0 | +11.8% | $46.04 | +3.0% |
| 393 | BAND | BANDWIDTH INC COM CL A | Technology | 1,360.0 | $86K | 0.00% | +129.0 | +10.5% | $63.30 | -24.9% |
| 394 | CGNG | CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF | — | 2,266.0 | $85K | 0.00% | +15.0 | +0.7% | $37.46 | -1.4% |
| 395 | VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | — | 1,679.0 | $84K | 0.00% | +874.0 | +108.6% | $50.25 | -0.9% |
| 396 | LSCC | LATTICE SEMICONDUCTOR CORP COM | Technology | 546.0 | $84K | 0.00% | +31.0 | +6.0% | $152.96 | -23.1% |
| 397 | MSA | MSA SAFETY INC COM | Industrials | 478.0 | $83K | 0.00% | +13.0 | +2.8% | $174.58 | +8.5% |
| 398 | CHRD | CHORD ENERGY CORPORATION COM NEW | Energy | 725.0 | $83K | 0.00% | +310.0 | +74.7% | $114.35 | +29.3% |
| 399 | BIZD | VANECK BDC INCOME ETF | — | 6,500.0 | $82K | 0.00% | +2K | +30.0% | $12.66 | +5.0% |
| 400 | HAYW | HAYWARD HLDGS INC COM | Industrials | 4,663.0 | $81K | 0.00% | +149.0 | +3.3% | $17.31 | -15.8% |
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
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%