Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 461 | INFY | INFOSYS LTD SPONSORED ADR | Technology | 5,410.0 | $57K | 0.00% | +475.0 | +9.6% | $10.49 | +13.8% |
| 462 | — | BROWN FORMAN CORP CL A | — | 2,070.0 | $57K | 0.00% | +95.0 | +4.8% | $27.36 | — |
| 463 | — | REZOLVE AI PLC ORD SHS | — | 17,887.0 | $56K | 0.00% | +3K | +24.0% | $3.15 | — |
| 464 | — | HUT 8 CORP COM | — | 487.0 | $56K | 0.00% | +211.0 | +76.5% | $115.44 | — |
| 465 | CHAT | ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF | — | 569.0 | $56K | 0.00% | +269.0 | +89.7% | $98.68 | -10.8% |
| 466 | CMRE | COSTAMARE INC SHS | Industrials | 4,004.0 | $56K | 0.00% | +2K | +83.8% | $14.02 | +11.4% |
| 467 | BYLD | ISHARES YIELD OPTIMIZED BOND ETF | — | 2,413.0 | $55K | 0.00% | +16.0 | +0.7% | $22.65 | -1.6% |
| 468 | ANDE | ANDERSONS INC COM | Consumer Defensive | 798.0 | $55K | 0.00% | +379.0 | +90.5% | $68.40 | -0.5% |
| 469 | LPRE | LONG POND REAL ESTATE SELECT ETF | — | 1,790.0 | $54K | 0.00% | +92.0 | +5.4% | $30.10 | -0.1% |
| 470 | CBRL | CRACKER BARREL OLD CTRY STORE COM | Consumer Cyclical | 1,009.0 | $54K | 0.00% | +929.0 | +1161.2% | $53.28 | +8.2% |
| 471 | UHT | UNIVERSAL HEALTH RLTY INCOME SH BEN INT | Real Estate | 1,225.0 | $54K | 0.00% | +920.0 | +301.6% | $43.86 | -6.0% |
| 472 | BBNX | BETA BIONICS INC COM | Healthcare | 3,356.0 | $53K | 0.00% | +2K | +191.6% | $15.67 | +21.6% |
| 473 | XRAY | DENTSPLY SIRONA INC COM | Healthcare | 4,927.0 | $52K | 0.00% | +3K | +120.3% | $10.61 | +2.9% |
| 474 | TNET | TRINET GROUP INC COM | Industrials | 1,040.0 | $51K | 0.00% | +660.0 | +173.7% | $49.49 | +42.4% |
| 475 | FLNG | FLEX LNG LTD SHS | Energy | 1,826.0 | $51K | 0.00% | +51.0 | +2.9% | $28.06 | +14.1% |
| 476 | YPF | YPF SOCIEDAD ANONIMA SPON ADR CL D | Energy | 1,118.0 | $51K | 0.00% | +69.0 | +6.6% | $45.47 | +12.6% |
| 477 | PHR | PHREESIA INC COM | Healthcare | 4,932.0 | $51K | 0.00% | +2K | +50.9% | $10.29 | +17.8% |
| 478 | TDOC | TELADOC HEALTH INC COM | Healthcare | 5,889.0 | $50K | 0.00% | +232.0 | +4.1% | $8.48 | -24.6% |
| 479 | AAOI | APPLIED OPTOELECTRONICS INC COM | Technology | 333.0 | $49K | 0.00% | +258.0 | +344.0% | $148.16 | -15.8% |
| 480 | POWL | POWELL INDS INC COM | Industrials | 171.0 | $49K | 0.00% | +78.0 | +83.9% | $286.41 | -31.0% |
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%