Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 781 | GIL | GILDAN ACTIVEWEAR INC COM | Consumer Cyclical | 3,626.0 | $202K | 0.01% | +672.0 | +22.8% | $55.65 | +7.5% |
| 782 | LSTR | LANDSTAR SYS INC COM | Industrials | 1,256.0 | $201K | 0.01% | +719.0 | +133.9% | $160.31 | +24.2% |
| 783 | SPYI | NEOS S&P 500 HIGH INCOME ETF | — | 4,075.0 | $201K | 0.01% | +2K | +94.0% | $49.37 | +8.7% |
| 784 | BTSG | BRIGHTSPRING HEALTH SVCS INC COM | Healthcare | 4,718.0 | $201K | 0.01% | +892.0 | +23.3% | $42.61 | +39.6% |
| 785 | MAA | MID-AMER APT CMNTYS INC COM | Real Estate | 1,643.0 | $201K | 0.01% | +729.0 | +79.8% | $122.15 | +7.3% |
| 786 | MTDR | MATADOR RES CO COM | Energy | 3,172.0 | $200K | 0.01% | +858.0 | +37.1% | $63.19 | -12.0% |
| 787 | ENSG | ENSIGN GROUP INC COM | Healthcare | 992.0 | $200K | 0.01% | +232.0 | +30.5% | $201.56 | -15.6% |
| 788 | DOCU | DOCUSIGN INC COM | Technology | 4,217.0 | $200K | 0.01% | +3K | +174.5% | $47.41 | +4.7% |
| 789 | — | RYANAIR HOLDINGS PLC SPONSORED ADR | — | 3,443.0 | $199K | 0.01% | +811.0 | +30.8% | $57.80 | — |
| 790 | IHG | INTERCONTINENTAL HOTELS GROUP SPONSORED ADS | Consumer Cyclical | 1,484.0 | $198K | 0.01% | +29.0 | +2.0% | $133.46 | +14.7% |
| 791 | JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | — | 4,128.0 | $197K | 0.01% | +742.0 | +21.9% | $47.82 | +0.6% |
| 792 | KT | KT CORP SPONSORED ADR | Communication Services | 9,122.0 | $196K | 0.01% | +3K | +41.0% | $21.45 | -14.7% |
| 793 | THG | HANOVER INS GROUP INC COM | Financial Services | 1,127.0 | $195K | 0.01% | +59.0 | +5.5% | $173.35 | +12.5% |
| 794 | TERN | TERNS PHARMACEUTICALS INC COM | Healthcare | 3,689.0 | $194K | 0.01% | +1K | +67.2% | $52.72 | +0.4% |
| 795 | CF | CF INDUSTRIES HOLD COM | Basic Materials | 1,496.0 | $194K | 0.01% | +97.0 | +6.9% | $129.78 | -6.5% |
| 796 | AMKR | AMKOR TECHNOLOGY INC COM | Technology | 4,311.0 | $194K | 0.01% | +943.0 | +28.0% | $45.03 | +67.0% |
| 797 | BRO | BROWN & BROWN INC COM | Financial Services | 2,976.0 | $194K | 0.01% | +2K | +253.4% | $65.20 | -11.5% |
| 798 | HALO | HALOZYME THERAPEUTICS INC COM | Healthcare | 3,001.0 | $194K | 0.01% | +48.0 | +1.6% | $64.63 | +6.8% |
| 799 | ARCC | ARES CAPITAL CORP COM | Financial Services | 10,731.0 | $193K | 0.01% | +469.0 | +4.6% | $18.02 | +4.7% |
| 800 | DPZ | DOMINOS PIZZA INC COM | Consumer Cyclical | 537.0 | $193K | 0.01% | +344.0 | +178.2% | $359.11 | -12.8% |
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
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%