Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | LPRE | LONG POND REAL ESTATE SELECT ETF | — | 1,698.0 | $44K | 0.00% | NEW | — | $26.04 | +11.5% |
| 42 | MYI | BLACKROCK MUNIYIELD QUALITY FD COM | Financial Services | 4,173.0 | $44K | 0.00% | NEW | — | $10.51 | +1.6% |
| 43 | — | AMERICAN BITCOIN CORP. COM CL A | — | 40,000.0 | $37K | 0.00% | NEW | — | $0.92 | — |
| 44 | SIL | GLOBAL X SILVER MINERS ETF | — | 386.0 | $35K | 0.00% | NEW | — | $90.08 | -0.8% |
| 45 | SUNB | SUNBELT RENTALS HOLDINGS INC SHS | Financial Services | 510.0 | $33K | 0.00% | NEW | — | $65.09 | +14.3% |
| 46 | UXRP | PROSHARES ULTRA XRP ETF | — | 8,888.0 | $33K | 0.00% | NEW | — | $3.69 | -0.3% |
| 47 | ENOR | ISHARES MSCI NORWAY ETF | — | 859.0 | $32K | 0.00% | NEW | — | $36.95 | +3.1% |
| 48 | COLO | GLOBAL X MSCI COLOMBIA ETF | — | 782.0 | $31K | 0.00% | NEW | — | $39.56 | -6.3% |
| 49 | CGIE | CAPITAL GROUP INTERNATIONAL EQUITY ETF | — | 893.0 | $30K | 0.00% | NEW | — | $33.82 | +7.1% |
| 50 | DEHP | DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF | — | 846.0 | $29K | 0.00% | NEW | — | $33.80 | +20.5% |
| 51 | PIPR | PIPER SANDLER COMPANIES COM NEW | Financial Services | 350.0 | $27K | 0.00% | NEW | — | $76.55 | +4.6% |
| 52 | WAR | U.S. GLOBAL TECHNOLOGY AND AEROSPACE & DEFENSE ETF | — | 1,084.0 | $26K | 0.00% | NEW | — | $23.90 | +35.9% |
| 53 | CPER | UNITED STATES COPPER INDEX FUND | Financial Services | 702.0 | $24K | 0.00% | NEW | — | $34.43 | +12.1% |
| 54 | WDGF | WISDOMTREE GLOBAL DEFENSE FUND | — | 705.0 | $23K | 0.00% | NEW | — | $32.78 | -2.5% |
| 55 | RSPU | INVESCO S&P 500 EQUAL WEIGHT UTILITIES ETF | — | 250.0 | $20K | 0.00% | NEW | — | $81.11 | -1.8% |
| 56 | RCAT | RED CAT HLDGS INC COM | Technology | 1,541.0 | $20K | 0.00% | NEW | — | $13.09 | -31.7% |
| 57 | BLSH | BULLISH ORD SHS | Technology | 498.0 | $18K | 0.00% | NEW | — | $35.73 | +0.6% |
| 58 | MHD | BLACKROCK MUNIHOLDINGS FD INC COM | Financial Services | 1,490.0 | $17K | 0.00% | NEW | — | $11.28 | +1.2% |
| 59 | AGL | AGILON HEALTH INC COM NEW | Healthcare | 2,057.0 | $16K | — | NEW | — | $7.91 | +918.5% |
| 60 | — | MNTN INC CL A | — | 1,559.0 | $14K | — | NEW | — | $8.80 | — |
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%