Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 741 | CERT | CERTARA INC COM | Healthcare | 2,345.0 | $15K | 0.00% | +2K | +467.8% | $6.55 | +28.7% |
| 742 | ENPH | ENPHASE ENERGY INC COM | Energy | 310.0 | $15K | 0.00% | +41.0 | +15.2% | $49.24 | -21.6% |
| 743 | ASPN | ASPEN AEROGELS INC COM | Industrials | 2,407.0 | $15K | 0.00% | +943.0 | +64.4% | $6.34 | -18.3% |
| 744 | LOAR | LOAR HOLDINGS INC COM SHS | Industrials | 189.0 | $15K | 0.00% | +172.0 | +1011.8% | $80.61 | -7.0% |
| 745 | TBLA | TABOOLA.COM LTD ORD SHS | Communication Services | 3,043.0 | $15K | 0.00% | +678.0 | +28.7% | $5.00 | -25.4% |
| 746 | SABR | SABRE CORP COM | Consumer Cyclical | 7,253.0 | $15K | 0.00% | +3K | +64.7% | $2.09 | +0.5% |
| 747 | TNXP | TONIX PHARMACEUTICALS HLDG CO COM NEW | Healthcare | 1,173.0 | $15K | 0.00% | +797.0 | +212.0% | $12.76 | -1.6% |
| 748 | CCSI | CONSENSUS CLOUD SOLUTIONS INC COM | Technology | 391.0 | $15K | 0.00% | +121.0 | +44.8% | $38.15 | +1.6% |
| 749 | HTFL | HEARTFLOW INC COM | Healthcare | 503.0 | $15K | — | +72.0 | +16.7% | $29.34 | +69.6% |
| 750 | MLPX | GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF | — | 199.0 | $15K | — | +100.0 | +101.0% | $73.66 | +1.0% |
| 751 | RXST | RXSIGHT INC COM | Healthcare | 3,039.0 | $15K | — | +2K | +110.6% | $4.82 | +29.7% |
| 752 | CLW | CLEARWATER PAPER CORP COM | Basic Materials | 931.0 | $15K | — | +871.0 | +1451.7% | $15.68 | +38.7% |
| 753 | LZ | LEGALZOOM COM INC COM | Industrials | 2,373.0 | $15K | — | +637.0 | +36.7% | $6.13 | -4.8% |
| 754 | TFIN | TRIUMPH FINANCIAL INC COM | Financial Services | 190.0 | $14K | — | +133.0 | +233.3% | $76.31 | -1.8% |
| 755 | SPB | SPECTRUM BRANDS HLDGS INC NEW COM | Consumer Defensive | 168.0 | $14K | — | +6.0 | +3.7% | $85.75 | +1.4% |
| 756 | GNK | GENCO SHIPPING & TRADING LTD SHS | Industrials | 579.0 | $14K | — | +433.0 | +296.6% | $24.78 | +7.0% |
| 757 | CNMD | CONMED CORP COM | Healthcare | 435.0 | $14K | — | +205.0 | +89.1% | $32.73 | +56.0% |
| 758 | GENI | GENIUS SPORTS LIMITED SHARES CL A | Communication Services | 2,310.0 | $14K | — | +801.0 | +53.1% | $6.06 | +33.0% |
| 759 | UMH | UMH PPTYS INC COM | Real Estate | 920.0 | $14K | — | +480.0 | +109.1% | $15.14 | +9.0% |
| 760 | EXTR | EXTREME NETWORKS INC COM | Technology | 429.0 | $14K | — | +346.0 | +416.9% | $32.37 | -28.9% |
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%