Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
4.78K
+ 15.59%
$50.79 - $76.4 $243K - $365K
35.4K $2.71M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24.4K
+ 20.51%
$41.8 - $43.15 $1.02M - $1.05M
143K $6.12M
WMT
Walmart Inc.

Consumer Defensive
6.6K
+ 8.61%
$94.4 - $104.27 $623K - $688K
83.2K $8.57M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
31.5K
+ 5837.85%
$30.13 - $33.37 $948K - $1.05M
32K $1.07M
JPM
Jpmorgan Chase & CO

Financial Services
532
+ 1.58%
$282.78 - $316.06 $150K - $168K
34.2K $10.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
22.3K
+ 222880.0%
$42.28 - $45.71 $942K - $1.02M
22.3K $1.01M
VT
Vanguard Total World Stk Index

ETFs
3.89K
+ 9.79%
$128.41 - $138.03 $500K - $537K
43.6K $6.01M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
41.3K
+ 40476.47%
$20.76 - $21.78 $857K - $899K
41.4K $892K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
11.5K
+ 31.28%
$62.09 - $66.51 $712K - $763K
48.1K $3.14M
IEMG
Ishares Inc

ETFs
15.9K
+ 53.43%
N/A
45.7K $2.45M
SCHP
Schwab Strategic Us Tips ETF

ETFs
30.7K
+ 160.03%
$26.44 - $27.1 $812K - $832K
49.9K $1.34M
CGDV
Capital Group Divid Value ETF

ETFs
14.4K
+ 16.7%
$39.59 - $42.21 $571K - $608K
101K $4.23M
INTC
Intel Corp

Technology
13.7K
+ 45.08%
$19.31 - $35.5 $265K - $486K
44.1K $1.48M
SYM
Symbotic Inc.

Financial Services
3.85K
+ 9.92%
$39.68 - $63.21 $153K - $244K
42.7K $2.3M
XLK
Technology Sector Spdr

ETFs
1.83K
+ 19.01%
$250.97 - $282.66 $459K - $516K
11.4K $3.22M
IWD
Ishares Russell 1000 Val ETF

ETFs
3.65K
+ 124.33%
$192.76 - $203.86 $703K - $744K
6.58K $1.34M
META
Meta Platforms, Inc.

Communication Services
1.14K
+ 5.56%
$695.21 - $791.73 $790K - $900K
21.6K $15.9M
HEFA
Ishares Currency Hedged Msci E

ETFs
18.6K
+ 1953.67%
$37.2 - $39.61 $693K - $738K
19.6K $776K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
12.1K
+ 406.1%
$59.81 - $60.11 $721K - $725K
15K $899K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
22.4K
+ 16.7%
$26.38 - $27.95 $591K - $627K
157K $4.28M
DUHP
Dimensional ETF Tr Dimensional

ETFs
4.46K
+ 1.88%
$35.76 - $37.93 $159K - $169K
242K $9.12M
MU
Micron Technology Inc

Technology
2.39K
+ 38.32%
$104.88 - $168.89 $251K - $404K
8.63K $1.44M
SCHR
Schwab Intermediate Term Us Tr

ETFs
26K
+ 156.54%
$24.69 - $25.26 $643K - $658K
42.7K $1.07M
PSLV
Sprott Physical Silver Trust

Financial Services
31.9K
+ 72.24%
$12.24 - $15.73 $391K - $502K
76.1K $1.19M
DIHP
Dimensional ETF Tr Dimensional

ETFs
16.6K
+ 10.29%
$28.69 - $30.59 $477K - $509K
178K $5.42M
TPIF
Timothy Plan Intl ETF (De)

ETFs
18.2K
+ 58.86%
$31.81 - $33.66 $580K - $613K
49.2K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.64K
+ 65.73%
$108.46 - $120.63 $503K - $560K
11.7K $1.39M
AMZN
Amazon Com Inc

Consumer Cyclical
2.68K
+ 2.3%
$211.65 - $238.24 $568K - $639K
119K $26.2M
PCG
Pg&E Corp

Utilities
39K
+ 336.59%
$13.0 - $15.73 $506K - $613K
50.5K $762K
IVW
Ishares S&P 500 Growth ETF

ETFs
2.71K
+ 10.56%
$108.97 - $121.65 $295K - $330K
28.4K $3.43M
AVDV
American Centy ETF Tr Avantis

ETFs
1.13K
+ 2.25%
$79.24 - $89.03 $89.9K - $101K
51.4K $4.58M
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
9.13K
+ 13.2%
$38.56 - $42.17 $352K - $385K
78.3K $3.25M
DFAE
Dimensional ETF Tr

ETFs
6.64K
+ 4.9%
$28.84 - $31.84 $191K - $211K
142K $4.48M
JNJ
Johnson & Johnson

Healthcare
398
+ 2.71%
$155.17 - $185.42 $61.8K - $73.8K
15.1K $2.8M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
10.3K
+ 148.67%
$52.39 - $53.11 $540K - $547K
17.2K $914K
IIIV
I3 Verticals, Inc.

Technology
16.5K
+ 3056.56%
$27.81 - $32.95 $460K - $545K
17.1K $554K
RBLX
Roblox Corp

Communication Services
1.73K
+ 19.47%
$100.65 - $141.56 $174K - $245K
10.6K $1.47M
CGGO
Capital Group Global Growth Eq

ETFs
13.5K
+ 40.16%
$31.71 - $34.17 $428K - $461K
47.1K $1.61M
CGCP
Capital Group Core Plus Income

ETFs
19.4K
+ 4.57%
$22.27 - $22.95 $433K - $446K
444K $10.1M
PFN
Pimco Income Strategy Fund Ii

Financial Services
43.2K
+ 4.25%
$7.37 - $7.67 $318K - $331K
1.06M $8.04M
CEG
Constellation Energy Corp

Utilities
1.53K
+ 36.83%
$298.82 - $354.89 $456K - $542K
5.67K $1.87M
PHYS
Sprott Physical Gold Trust

Financial Services
13.9K
+ 53.94%
$25.02 - $29.62 $347K - $411K
39.6K $1.17M
MEDP
Medpace Holdings, Inc.

Healthcare
626
+ 68.57%
$308.88 - $514.16 $193K - $322K
1.54K $791K
ABBV
Abb Vie Inc.

Healthcare
55
+ 0.52%
$184.85 - $231.54 $10.2K - $12.7K
10.6K $2.46M
DFIV
Dimensional ETF Tr

ETFs
1.75K
+ 1.49%
$42.66 - $46.53 $74.8K - $81.6K
120K $5.53M
IWF
Ishares Russell 1000 Gr ETF

ETFs
733
+ 26.28%
$420.11 - $472.68 $308K - $346K
3.52K $1.65M
VBR
Vanguard Small Cap Value ETF

ETFs
1.3K
+ 9.27%
$195.41 - $212.37 $255K - $277K
15.4K $3.21M
RSP
Invesco S&P 500 Equal Weight E

ETFs
2.16K
+ 34.67%
$181.56 - $190.33 $393K - $412K
8.4K $1.59M
FIX
Comfort Systems Usa Inc

Industrials
219
+ 23.78%
$521.66 - $825.18 $114K - $181K
1.14K $940K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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