Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 621 | WAT | WATERS CORP COM | Healthcare | 651.0 | $244K | 0.01% | -128.0 | -16.4% | $375.04 | +9.5% |
| 622 | HDB | HDFC BANK LTD SPONSORED ADS | Financial Services | 9,437.0 | $244K | 0.01% | -4K | -29.5% | $25.83 | -8.6% |
| 623 | EA | ELECTRONIC ARTS INC COM | Communication Services | 1,186.0 | $243K | 0.01% | -972.0 | -45.0% | $205.06 | +2.3% |
| 624 | AEM | AGNICO EAGLE MINES LTD COM | Basic Materials | 1,553.0 | $241K | 0.01% | -524.0 | -25.2% | $155.17 | +39.2% |
| 625 | YUM | YUM BRANDS INC COM | Consumer Cyclical | 1,507.0 | $241K | 0.01% | -419.0 | -21.8% | $159.88 | -4.3% |
| 626 | — | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | — | 2,373.0 | $240K | 0.01% | -2K | -46.0% | $100.99 | — |
| 627 | LSTR | LANDSTAR SYS INC COM | Industrials | 1,156.0 | $239K | 0.01% | -100.0 | -8.0% | $206.81 | -9.8% |
| 628 | E | ENI SPA SPONSORED ADR | Energy | 5,098.0 | $239K | 0.01% | -2K | -31.1% | $46.86 | +20.5% |
| 629 | LII | LENNOX INTL INC COM | Industrials | 416.0 | $239K | 0.01% | -55.0 | -11.7% | $573.35 | -29.7% |
| 630 | CHRW | C H ROBINSON WORLDWIDE IN COM NEW | Industrials | 1,266.0 | $238K | 0.01% | -273.0 | -17.7% | $188.35 | -24.8% |
| 631 | ZWS | ZURN ELKAY WATER SOLNS CORP COM | Industrials | 4,674.0 | $236K | 0.01% | -910.0 | -16.3% | $50.53 | -3.0% |
| 632 | NOK | NOKIA CORP SPONSORED ADR | Technology | 17,689.0 | $235K | 0.01% | -6K | -26.2% | $13.28 | -23.2% |
| 633 | KVUE | KENVUE INC COM | Consumer Defensive | 12,251.0 | $234K | 0.01% | -12K | -49.5% | $19.11 | -0.3% |
| 634 | RGA | REINSURANCE GROUP AMER INC COM NEW | Financial Services | 1,095.0 | $233K | 0.01% | -692.0 | -38.7% | $212.65 | +14.3% |
| 635 | CVSA | COVISTA INC COM | Consumer Cyclical | 1,865.0 | $232K | 0.01% | -128.0 | -6.4% | $124.66 | +6.2% |
| 636 | LBRT | LIBERTY ENERGY INC COM CL A | Energy | 8,871.0 | $232K | 0.01% | -1K | -10.9% | $26.19 | -26.1% |
| 637 | AA | ALCOA CORP COM | Basic Materials | 4,412.0 | $230K | 0.01% | -1K | -19.5% | $52.14 | -0.6% |
| 638 | SECT | MAIN SECTOR ROTATION ETF | — | 3,192.0 | $230K | 0.01% | -3K | -50.0% | $72.06 | -0.6% |
| 639 | TWLO | TWILIO INC CL A | Communication Services | 1,114.0 | $230K | 0.01% | -291.0 | -20.7% | $206.33 | +9.2% |
| 640 | PODD | INSULET CORP COM | Healthcare | 1,508.0 | $230K | 0.01% | -106.0 | -6.6% | $152.25 | -2.7% |
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%