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 | LPX | LOUISIANA PAC CORP COM | Basic Materials | 228.0 | $18K | 0.00% | -464.0 | -67.0% | $78.66 | -7.7% |
| 1582 | VUSE | VIDENT U.S. EQUITY STRATEGY ETF | — | 248.0 | $18K | 0.00% | -17.0 | -6.4% | $72.31 | +1.3% |
| 1583 | UTL | UNITIL CORP COM | Utilities | 340.0 | $18K | 0.00% | -102.0 | -23.1% | $52.69 | +1.7% |
| 1584 | GRAL | GRAIL INC COM | Healthcare | 262.0 | $18K | 0.00% | -159.0 | -37.8% | $68.27 | +12.2% |
| 1585 | BTU | PEABODY ENERGY CORP COM | Energy | 772.0 | $18K | 0.00% | -215.0 | -21.8% | $23.12 | +20.7% |
| 1586 | SKYW | SKYWEST INC COM | Industrials | 179.0 | $18K | 0.00% | -167.0 | -48.3% | $99.34 | +2.4% |
| 1587 | FBP | FIRST BANCORP CORPORATION COM NEW | Financial Services | 682.0 | $18K | 0.00% | -441.0 | -39.3% | $26.07 | +8.3% |
| 1588 | OMDA | OMADA HEALTH INC COM | Healthcare | 809.0 | $18K | 0.00% | -172.0 | -17.5% | $21.95 | +9.7% |
| 1589 | SOHU | SOHU COM LTD SPONSORED ADS | Technology | 1,459.0 | $18K | 0.00% | -1K | -48.5% | $12.12 | +19.9% |
| 1590 | TFII | TFI INTERNATIONAL INC COM | Industrials | 123.0 | $18K | 0.00% | -71.0 | -36.6% | $143.57 | -5.4% |
| 1591 | — | CUSHMAN AND WAKEFIELD LTD COMMON SHARES | — | 1,317.0 | $18K | 0.00% | -908.0 | -40.8% | $13.39 | — |
| 1592 | VVV | VALVOLINE INC COM | Energy | 444.0 | $18K | 0.00% | -162.0 | -26.7% | $39.54 | -15.6% |
| 1593 | — | ENLIGHT RENEWABLE ENERGY LTD SHS | — | 197.0 | $18K | 0.00% | -121.0 | -38.0% | $89.02 | — |
| 1594 | RLJ | RLJ LODGING TR COM | Real Estate | 1,473.0 | $17K | 0.00% | -2K | -57.8% | $11.85 | -2.7% |
| 1595 | HGTY | HAGERTY INC CL A COM | Financial Services | 1,464.0 | $17K | 0.00% | -2K | -52.3% | $11.92 | +12.4% |
| 1596 | GGB | GERDAU SA SPON ADR REP PFD | Basic Materials | 4,310.0 | $17K | 0.00% | -9K | -67.5% | $4.04 | +7.2% |
| 1597 | SMR | NUSCALE PWR CORP CL A COM | Utilities | 1,736.0 | $17K | 0.00% | -932.0 | -34.9% | $10.03 | -9.8% |
| 1598 | BANR | BANNER CORP COM NEW | Financial Services | 262.0 | $17K | 0.00% | -341.0 | -56.5% | $66.44 | +6.6% |
| 1599 | SMTC | SEMTECH CORP COM | Technology | 107.0 | $17K | 0.00% | -8.0 | -7.0% | $161.86 | -25.3% |
| 1600 | GT | GOODYEAR TIRE & RUBR CO COM | Consumer Cyclical | 2,617.0 | $17K | 0.00% | -3K | -56.7% | $6.60 | -9.1% |
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%