Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 881 | TCMD | TACTILE SYS TECHNOLOGY INC COM | Healthcare | 273.0 | $8K | — | +240.0 | +727.3% | $29.78 | -20.0% |
| 882 | BTBT | BIT DIGITAL INC SHS | Financial Services | 4,516.0 | $8K | — | +1K | +32.7% | $1.80 | -15.0% |
| 883 | NRDS | NERDWALLET INC COM CL A | Financial Services | 878.0 | $8K | — | +330.0 | +60.2% | $9.25 | +6.8% |
| 884 | IPX | IPERIONX LTD SPONSORED ADS | Basic Materials | 271.0 | $8K | — | +212.0 | +359.3% | $29.73 | -24.3% |
| 885 | SUNC | SUNOCOCORP LLC COM SHS LLC | Energy | 119.0 | $8K | — | +66.0 | +124.5% | $67.66 | +14.2% |
| 886 | TLS | TELOS CORP MD COM | Technology | 1,733.0 | $8K | — | +458.0 | +35.9% | $4.60 | -2.2% |
| 887 | AMSC | AMERICAN SUPERCONDUCTOR CORP SHS NEW | Industrials | 192.0 | $8K | — | +43.0 | +28.9% | $41.51 | -27.7% |
| 888 | ROAD | CONSTRUCTION PARTNERS INC COM CL A | Industrials | 67.0 | $8K | — | +24.0 | +55.8% | $118.76 | -5.5% |
| 889 | VOYG | VOYAGER TECHNOLOGIES INC COM CL A | Industrials | 244.0 | $8K | — | +211.0 | +639.4% | $32.25 | +19.1% |
| 890 | — | SAFEHOLD INC COM | — | 501.0 | $8K | — | +184.0 | +58.0% | $15.70 | — |
| 891 | XNCR | XENCOR INC COM | Healthcare | 488.0 | $8K | — | +239.0 | +96.0% | $16.10 | +72.7% |
| 892 | WEST | WESTROCK COFFEE CO COM | Consumer Defensive | 964.0 | $8K | — | +259.0 | +36.7% | $8.11 | +2.6% |
| 893 | ANIK | ANIKA THERAPEUTICS INC COM | Healthcare | 532.0 | $8K | — | +156.0 | +41.5% | $14.63 | +48.9% |
| 894 | NVGS | NAVIGATOR HLDGS LTD SHS | Energy | 417.0 | $8K | — | +107.0 | +34.5% | $18.63 | +18.9% |
| 895 | UTZ | UTZ BRANDS INC COM CL A | Consumer Defensive | 1,008.0 | $8K | — | +513.0 | +103.6% | $7.70 | +82.3% |
| 896 | AXGN | AXOGEN INC COM | Healthcare | 166.0 | $8K | — | +158.0 | +1975.0% | $46.19 | +9.1% |
| 897 | EXFY | EXPENSIFY INC COM CL A | Technology | 4,251.0 | $8K | — | +2K | +123.7% | $1.79 | +47.5% |
| 898 | GOOS | CANADA GOOSE HLDGS INC SHS SUB VTG | Consumer Cyclical | 799.0 | $8K | — | +621.0 | +348.9% | $9.51 | -8.1% |
| 899 | — | LIBERTY CAP CORP SER C GCI GROUP | — | 346.0 | $7K | — | +335.0 | +3045.4% | $21.56 | — |
| 900 | RGEN | REPLIGEN CORP COM | Healthcare | 54.0 | $7K | — | +26.0 | +92.9% | $136.44 | +32.8% |
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
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%