Position in BALY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,396
+$1,108 QoQ
Shares Held
102
+240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 12 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BALY Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $493,656 across 14 Resorts & Casinos names. BALY ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LVS |
Las Vegas Sands Corp
|
4,181 | $193,115 | |
| 2 | PENN |
PENN Entertainment, Inc.
|
4,824 | $103,038 | |
| 3 | MGM |
MGM Resorts International
|
1,168 | $55,839 | |
| 4 | CZR |
Caesars Entertainment, Inc.
|
849 | $25,619 | |
| 5 | WYNN |
Wynn Resorts Ltd
|
249 | $24,172 | |
| 6 | RRR |
Red Rock Resorts, Inc.
|
339 | $22,055 | |
| 7 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
168 | $17,112 | |
| 8 | MTN |
Vail Resorts Inc
|
125 | $17,015 |
All Filings in BALY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396 | 102 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $288 | 30 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $395 | 24 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $222 | 20 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||