Position in MTN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$17,015
+$467 QoQ
Shares Held
125
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#54
of 81 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTN 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. MTN ranks #8 (3.4% 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
This page
|
125 | $17,015 |
All Filings in MTN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,015 | 125 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,548 | 129 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,479 | 94 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $24,676 | 165 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $27,338 | 174 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,040 | 19 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $13,683 | 73 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $7,668 | 44 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,701 | 15 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,233 | 19 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $1,493 | 7 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,662 | 12 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $3,524 | 14 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $934 | 4 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $953 | 4 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $862 | 4 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||