Portfolio (Quarterly)
Guide ↗
EverSource Wealth Advisors, LLC
· CIK 0001710537| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 2281 | LPL | LG DISPLAY CO LTD SPONS ADR REP | Technology | 6,321.0 | $25K | 0.00% | -11K | -64.5% | $3.89 | -14.1% |
| 2282 | ZGN | ERMENEGILDO ZEGNA N V ORD SHS | Consumer Cyclical | 1,888.0 | $25K | 0.00% | -900.0 | -32.3% | $13.02 | +4.8% |
| 2283 | FROG | JFROG LTD ORD SHS | Technology | 270.0 | $25K | 0.00% | -145.0 | -34.9% | $90.88 | +14.5% |
| 2284 | DIOD | DIODES INC COM | Technology | 224.0 | $25K | 0.00% | -74.0 | -24.8% | $109.44 | -17.0% |
| 2285 | CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | Consumer Defensive | 631.0 | $24K | 0.00% | -100.0 | -13.7% | $38.77 | -2.7% |
| 2286 | GEF | GREIF INC CL A | Consumer Cyclical | 328.0 | $24K | 0.00% | +6.0 | +1.9% | $74.49 | +13.5% |
| 2287 | WB | WEIBO CORP SPONSORED ADR | Communication Services | 3,364.0 | $24K | 0.00% | -512.0 | -13.2% | $7.26 | -3.9% |
| 2288 | SG | SWEETGREEN INC COM CL A | Consumer Cyclical | 2,766.0 | $24K | 0.00% | +256.0 | +10.2% | $8.81 | -22.9% |
| 2289 | WEAV | WEAVE COMMUNICATIONS INC COM | Technology | 4,067.0 | $24K | 0.00% | +944.0 | +30.2% | $5.99 | +21.9% |
| 2290 | PRCT | PROCEPT BIOROBOTICS CORP COM | Healthcare | 1,078.0 | $24K | 0.00% | +351.0 | +48.3% | $22.58 | -8.8% |
| 2291 | TDAY | USA TODAY CO INC COM | Communication Services | 2,847.0 | $24K | 0.00% | +40.0 | +1.4% | $8.55 | -25.1% |
| 2292 | THFF | FIRST FINANCIAL CORPORATION COM | Financial Services | 313.0 | $24K | 0.00% | -243.0 | -43.7% | $77.44 | +2.7% |
| 2293 | NUVB | NUVATION BIO INC COM CL A | Healthcare | 4,264.0 | $24K | 0.00% | -37.0 | -0.9% | $5.68 | +23.1% |
| 2294 | QXO | QXO INC COM NEW | Industrials | 1,400.0 | $24K | 0.00% | +1K | +968.7% | $17.28 | -19.8% |
| 2295 | WYNN | WYNN RESORTS LTD COM | Consumer Cyclical | 249.0 | $24K | 0.00% | -189.0 | -43.1% | $97.15 | -3.6% |
| 2296 | NIO | NIO INC SPON ADS | Consumer Cyclical | 4,779.0 | $24K | 0.00% | -3K | -40.4% | $5.06 | -13.8% |
| 2297 | — | SEADRILL LTD COM | — | 636.0 | $24K | 0.00% | -403.0 | -38.8% | $37.82 | — |
| 2298 | HVT | HAVERTY FURNITURE COS INC COM | Consumer Cyclical | 938.0 | $24K | 0.00% | +240.0 | +34.4% | $25.53 | +7.2% |
| 2299 | BCO | BRINKS CO COM | Industrials | 253.0 | $24K | 0.00% | -289.0 | -53.3% | $94.49 | +15.9% |
| 2300 | SBSI | SOUTHSIDE BANCSHARES INC COM | Financial Services | 678.0 | $24K | 0.00% | -380.0 | -35.9% | $35.19 | -9.4% |
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%