EverSource Wealth Advisors, LLC
Position in PENN — PENN Entertainment, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in PENN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$103,038
+$63,137 QoQ
Shares Held
4,824
+81.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 77 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PENN 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. PENN ranks #2 (20.9% 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.
This page
|
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 PENN
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,038 | 4,824 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $39,901 | 2,655 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $89,781 | 6,087 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $8,279 | 430 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $5,556 | 311 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,798 | 233 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,718 | 339 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,918 | 579 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,386 | 175 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,565 | 86 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $22,558 | 867 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $12,002 | 523 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $31,574 | 1,314 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,483 | 50 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,365 | 450 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $0 | 0 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,893 | 128 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $7,550 | 178 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $15,243 | 294 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||