Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 601 | BLES | INSPIRE GLOBAL HOPE ETF | — | 7,547.0 | $335K | 0.01% | +601.0 | +8.7% | $44.35 | +7.4% |
| 602 | HMC | HONDA MOTOR CO LTD ADR ECH CNV IN 3 | Consumer Cyclical | 13,745.0 | $334K | 0.01% | +4K | +38.1% | $24.31 | +8.9% |
| 603 | COIN | COINBASE GLOBAL INC COM CL A | Financial Services | 1,913.0 | $334K | 0.01% | +524.0 | +37.7% | $174.58 | +6.0% |
| 604 | HDB | HDFC BANK LTD SPONSORED ADS | Financial Services | 13,386.0 | $333K | 0.01% | +3K | +34.6% | $24.88 | -0.6% |
| 605 | DDOG | DATADOG INC CL A COM | Technology | 2,821.0 | $333K | 0.01% | +171.0 | +6.5% | $118.05 | +88.3% |
| 606 | EWBC | EAST WEST BANCORP INC COM | Financial Services | 3,116.0 | $333K | 0.01% | +504.0 | +19.3% | $106.75 | +15.3% |
| 607 | GL | GLOBE LIFE INC COM | Financial Services | 2,366.0 | $329K | 0.01% | +91.0 | +4.0% | $139.17 | +12.3% |
| 608 | OSK | OSHKOSH CORP COM | Industrials | 2,224.0 | $327K | 0.01% | +204.0 | +10.1% | $147.21 | -12.7% |
| 609 | B | BARRICK MNG CORP COM SHS | Basic Materials | 8,021.0 | $327K | 0.01% | +4K | +85.2% | $40.79 | -0.3% |
| 610 | MCHP | MICROCHIP TECHNOLOGY INC. COM | Technology | 5,062.0 | $327K | 0.01% | +1K | +37.6% | $64.61 | +44.6% |
| 611 | PAHC | PHIBRO ANIMAL HEALTH CORP CL A COM | Healthcare | 5,907.0 | $327K | 0.01% | +943.0 | +19.0% | $55.31 | -39.9% |
| 612 | CINF | CINCINNATI FINL CORP COM | Financial Services | 2,071.0 | $326K | 0.01% | +374.0 | +22.0% | $157.35 | +6.8% |
| 613 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | — | 6,121.0 | $326K | 0.01% | +3K | +88.0% | $53.22 | -0.7% |
| 614 | RGLD | ROYAL GOLD INC COM | Basic Materials | 1,278.0 | $325K | 0.01% | +364.0 | +39.8% | $254.49 | -13.4% |
| 615 | CNQ | CANADIAN NAT RES LTD MED TERM COM | Energy | 6,673.0 | $325K | 0.01% | +784.0 | +13.3% | $48.73 | -0.3% |
| 616 | SNPS | SYNOPSYS INC COM | Technology | 812.0 | $322K | 0.01% | +139.0 | +20.6% | $396.48 | +32.3% |
| 617 | CVNA | CARVANA CO CL A | Consumer Cyclical | 1,024.0 | $322K | 0.01% | +107.0 | +11.7% | $314.38 | -78.3% |
| 618 | MFG | MIZUHO FINANCIAL GROUP INC SPONSORED ADR | Financial Services | 40,402.0 | $321K | 0.01% | +6K | +15.8% | $7.94 | +17.4% |
| 619 | AXTA | AXALTA COATING SYS LTD COM | Basic Materials | 11,489.0 | $318K | 0.01% | +4K | +49.7% | $27.70 | +5.5% |
| 620 | GOVT | ISHARES U.S. TREASURY BOND ETF | — | 13,866.0 | $318K | 0.01% | +11K | +363.3% | $22.91 | -1.1% |
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%