EverSource Wealth Advisors, LLC
Position in MCRI — Monarch Casino & Resort Inc
CIK 1710537
BIRMINGHAM, AL
Position in MCRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,843
-$3,945 QoQ
Shares Held
90
-45.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#223
of 255 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MCRI 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. MCRI ranks #10 (2.4% 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 MCRI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,843 | 90 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $15,788 | 165 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,598 | 34 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,938 | 34 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,332 | 30 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $631 | 8 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||