Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1581 | JMOM | JPMORGAN U.S. MOMENTUM FACTOR ETF | — | 467.0 | $32K | 0.00% | +90.0 | +23.9% | $67.92 | +19.7% |
| 1582 | TPG | TPG INC COM CL A | Financial Services | 783.0 | $32K | 0.00% | +108.0 | +16.0% | $40.49 | +4.1% |
| 1583 | ITGR | INTEGER HLDGS CORP COM | Healthcare | 360.0 | $32K | 0.00% | +117.0 | +48.1% | $88.00 | +2.3% |
| 1584 | — | KINIKSA PHARMACEUTICALS INTL P ORD SHS CL A | — | 652.0 | $31K | 0.00% | +106.0 | +19.4% | $48.15 | — |
| 1585 | TDOC | TELADOC HEALTH INC COM | Healthcare | 5,657.0 | $31K | 0.00% | +5K | +694.5% | $5.45 | +24.2% |
| 1586 | SXT | SENSIENT TECHNOLOGIES CORP COM | Basic Materials | 355.0 | $31K | 0.00% | +57.0 | +19.1% | $86.44 | +35.6% |
| 1587 | EDU | NEW ORIENTAL ED & TECHNOLOGY SPON ADR | Consumer Defensive | 540.0 | $31K | 0.00% | +279.0 | +106.9% | $56.63 | -16.4% |
| 1588 | NESR | NATIONAL ENERGY SERVICES REUNI SHS | Energy | 1,420.0 | $30K | 0.00% | +194.0 | +15.8% | $21.47 | +19.0% |
| 1589 | PWZ | INVESCO CALIFORNIA AMT-FREE MUNICIPAL BOND ETF | — | 1,272.0 | $30K | 0.00% | +12.0 | +0.9% | $23.88 | +0.8% |
| 1590 | LBRDA | LIBERTY BROADBAND CORP COM SER A | Communication Services | 602.0 | $30K | 0.00% | +321.0 | +114.2% | $50.22 | -30.2% |
| 1591 | PFBC | PREFERRED BK LOS ANGELES CA COM NEW | Financial Services | 333.0 | $30K | 0.00% | +34.0 | +11.4% | $90.69 | +5.5% |
| 1592 | ANDE | ANDERSONS INC COM | Consumer Defensive | 419.0 | $30K | 0.00% | +133.0 | +46.5% | $71.78 | -0.0% |
| 1593 | JOBY | JOBY AVIATION INC COMMON STOCK | Industrials | 3,623.0 | $30K | 0.00% | +523.0 | +16.9% | $8.26 | +35.8% |
| 1594 | TRIN | TRINITY CAP INC COM | Financial Services | 2,034.0 | $30K | 0.00% | +78.0 | +4.0% | $14.71 | +14.8% |
| 1595 | STEL | STELLAR BANCORP INC COM | Financial Services | 805.0 | $29K | 0.00% | +46.0 | +6.1% | $36.61 | +3.1% |
| 1596 | MNDY | MONDAY COM LTD SHS | Technology | 425.0 | $29K | 0.00% | +354.0 | +498.6% | $69.11 | +13.7% |
| 1597 | VRNS | VARONIS SYS INC COM | Technology | 1,360.0 | $29K | 0.00% | +839.0 | +161.0% | $21.47 | +43.0% |
| 1598 | NEOG | NEOGEN CORP COM | Healthcare | 3,141.0 | $29K | 0.00% | +184.0 | +6.2% | $9.29 | +1.0% |
| 1599 | SBLK | STAR BULK CARRIERS CORP. SHS PAR | Industrials | 1,265.0 | $29K | 0.00% | +264.0 | +26.4% | $22.97 | +21.1% |
| 1600 | ZGN | ERMENEGILDO ZEGNA N V ORD SHS | Consumer Cyclical | 2,788.0 | $29K | 0.00% | +908.0 | +48.3% | $10.42 | +36.0% |
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%