Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 681 | WLDN | WILLDAN GROUP INC COM | Industrials | 241.0 | $19K | 0.00% | +36.0 | +17.6% | $79.10 | +8.2% |
| 682 | BELFB | BEL FUSE INC CL B | Technology | 57.0 | $19K | 0.00% | +19.0 | +50.0% | $333.05 | -23.3% |
| 683 | ARTY | ISHARES FUTURE AI & TECH ETF | — | 249.0 | $19K | 0.00% | +200.0 | +408.2% | $76.17 | -2.6% |
| 684 | FC | FRANKLIN COVEY CO COM | Industrials | 773.0 | $19K | 0.00% | +566.0 | +273.4% | $24.53 | -17.3% |
| 685 | RCKT | ROCKET PHARMACEUTICALS INC COM | Healthcare | 5,539.0 | $19K | 0.00% | +147.0 | +2.7% | $3.42 | +2.6% |
| 686 | GOLD | GOLD COM INC COM | Financial Services | 455.0 | $19K | 0.00% | +210.0 | +85.7% | $41.61 | +11.1% |
| 687 | ACDC | PROFRAC HLDG CORP CLASS A COM | Energy | 3,255.0 | $19K | 0.00% | +1K | +63.6% | $5.81 | -16.9% |
| 688 | — | LIFE360 INC COM | — | 341.0 | $19K | 0.00% | +181.0 | +113.1% | $55.36 | — |
| 689 | IART | INTEGRA LIFESCIENCES HLDGS CP COM NEW | Healthcare | 1,038.0 | $19K | 0.00% | +266.0 | +34.5% | $17.96 | -6.8% |
| 690 | TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | — | 367.0 | $19K | 0.00% | +320.0 | +680.9% | $50.63 | -0.0% |
| 691 | VNDA | VANDA PHARMACEUTICALS INC COM | Healthcare | 3,029.0 | $19K | 0.00% | +1K | +94.2% | $6.12 | -13.7% |
| 692 | NATH | NATHANS FAMOUS INC COM | Consumer Cyclical | 182.0 | $18K | 0.00% | +172.0 | +1720.0% | $101.60 | -2.9% |
| 693 | HNI | HNI CORP COM | Industrials | 457.0 | $18K | 0.00% | +51.0 | +12.6% | $40.41 | +21.8% |
| 694 | GDRX | GOODRX HLDGS INC COM CL A | Healthcare | 6,325.0 | $18K | 0.00% | +3K | +86.4% | $2.88 | +19.8% |
| 695 | BZH | BEAZER HOMES USA INC COM NEW | Consumer Cyclical | 649.0 | $18K | 0.00% | +488.0 | +303.1% | $28.05 | +18.1% |
| 696 | VECO | VEECO INSTRS INC DEL COM | Technology | 240.0 | $18K | 0.00% | +88.0 | +57.9% | $75.80 | -36.9% |
| 697 | SYSB | ISHARES SYSTEMATIC BOND ETF | — | 205.0 | $18K | 0.00% | +89.0 | +76.7% | $88.72 | -1.7% |
| 698 | BUR | BURFORD CAP LTD ORD SHS | Financial Services | 4,430.0 | $18K | 0.00% | +3K | +254.1% | $4.10 | +5.1% |
| 699 | PLPC | PREFORMED LINE PRODS CO COM | Industrials | 44.0 | $18K | 0.00% | +25.0 | +131.6% | $410.57 | +4.6% |
| 700 | PVH | PVH CORPORATION COM | Consumer Cyclical | 241.0 | $18K | 0.00% | +55.0 | +29.6% | $74.26 | +5.7% |
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
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%