Ever Source Wealth Advisors, LLC Reduced Holdings in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-314K
- 99.47%
$19.08 - $23.53 $5.99M - $7.39M
1.67K $32K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-21K
- 87.73%
$97.75 - $100.75 $2.05M - $2.12M
2.94K $294K
DFAS
Dimensional ETF Tr U S Small C

ETFs
-33.8K
- 37.59%
$63.41 - $69.69 $2.14M - $2.35M
56.1K $3.84M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-33.1K
- 54.53%
$45.6 - $46.92 $1.51M - $1.55M
27.6K $1.29M
WSO
Watsco Inc

Industrials
-3.05K
- 73.45%
$381.94 - $489.97 $1.16M - $1.49M
1.1K $445K
LKQ
Lkq Corp

Consumer Cyclical
-24.3K
- 24.96%
$29.24 - $39.21 $709K - $951K
72.9K $2.23M
VGSH
Vanguard

ETFs
-22.6K
- 14.75%
$58.43 - $58.88 $1.32M - $1.33M
130K $7.68M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-23.3K
- 13.16%
$55.61 - $57.37 $1.3M - $1.34M
154K $8.8M
AVUV
American Centy ETF Tr Avantis

ETFs
-14.9K
- 41.76%
$90.37 - $102.12 $1.35M - $1.52M
20.8K $2.07M
VGLT
Vanguard Long Term Treasury Et

ETFs
-19.3K
- 55.68%
$54.21 - $57.41 $1.05M - $1.11M
15.4K $875K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-22.7K
- 10.37%
$45.72 - $47.27 $1.04M - $1.07M
197K $9.23M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-25.5K
- 33.23%
$38.0 - $39.42 $969K - $1M
51.2K $2.01M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-31.4K
- 52.48%
$25.21 - $25.99 $791K - $815K
28.4K $734K
IXN
Ishares Global Information Tec

ETFs
-8.61K
- 82.75%
$91.28 - $103.32 $785K - $889K
1.79K $185K
AMGN
Amgen Inc

Healthcare
-2.94K
- 13.3%
$271.18 - $309.22 $796K - $908K
19.1K $5.4M
VNLA
Janus Henderson Short Duration

ETFs
-15.3K
- 34.44%
$48.99 - $49.29 $751K - $756K
29.2K $1.44M
COST
Costco Wholesale Corp

Consumer Defensive
-371
- 6.53%
$915.95 - $994.57 $340K - $369K
5.31K $4.92M
VCIT
Vanguard Intermediate Term Cor

ETFs
-8.16K
- 37.42%
$81.75 - $84.54 $667K - $690K
13.6K $1.15M
BOND
Pimco Active Bond Exchange Tra

ETFs
-6.62K
- 62.52%
$90.83 - $93.81 $601K - $621K
3.97K $370K
PM
Philip Morris International Inc.

Consumer Defensive
-1.9K
- 16.25%
$157.77 - $183.27 $299K - $348K
9.78K $1.59M
CVX
Chevron Corp

Energy
-6.96K
- 15.4%
$145.57 - $161.83 $1.01M - $1.13M
38.2K $5.94M
V
Visa Inc.

Financial Services
-770
- 4.1%
$332.09 - $358.86 $256K - $276K
18K $6.14M
XLV
Select Sector Spdr Fund Health

ETFs
-4.05K
- 38.68%
$129.01 - $139.72 $523K - $566K
6.42K $893K
AMCR
Amcor PLC

Consumer Cyclical
-32.5K
- 13.92%
$7.97 - $9.94 $259K - $323K
201K $1.64M
FTNT
Fortinet, Inc.

Technology
-3.9K
- 56.94%
$74.39 - $107.65 $290K - $420K
2.95K $248K
DE
Deere & CO

Industrials
-92
- 1.09%
$457.26 - $524.37 $42.1K - $48.2K
8.39K $3.84M
EFG
Msci Eafe Growth ETF

ETFs
-3.75K
- 41.65%
$106.99 - $114.46 $401K - $429K
5.25K $598K
KMX
Carmax Inc

Consumer Cyclical
-4.27K
- 46.76%
$44.86 - $71.57 $191K - $305K
4.86K $217K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-6.17K
- 2.56%
$78.96 - $80.04 $487K - $494K
235K $18.8M
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.9K
- 55.64%
$95.87 - $99.18 $374K - $387K
3.11K $306K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-3.39K
- 16.04%
$99.12 - $99.52 $336K - $337K
17.7K $1.77M
MBB
Ishares Tr

ETFs
-4.86K
- 4.22%
$92.46 - $95.73 $449K - $465K
110K $10.5M
SUB
Ishares Short Term National Mu

ETFs
-2.93K
- 16.15%
$106.17 - $107.3 $311K - $314K
15.2K $1.62M
AGQ
Pro Shares Trust Ii

ETFs
-12K
- 55.94%
$47.2 - $76.88 $566K - $922K
9.45K $720K
AMT
American Tower Corp

Real Estate
-1.12K
- 39.0%
$192.32 - $232.35 $216K - $261K
1.76K $338K
XLE
Energy Sector Spdr

ETFs
-4.16K
- 23.66%
$84.25 - $91.99 $351K - $383K
13.4K $1.2M
ELV
Elevance Health, Inc.

Healthcare
-397
- 16.13%
$274.66 - $395.76 $109K - $157K
2.06K $666K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-8.66K
- 10.59%
$44.8 - $46.43 $388K - $402K
73.2K $3.39M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-2.35K
- 1.77%
$86.07 - $90.74 $203K - $214K
131K $11.7M
BSX
Boston Scientific Corp

Healthcare
-1.76K
- 17.37%
$97.03 - $108.14 $171K - $190K
8.36K $816K
MA
Mastercard Inc

Financial Services
-557
- 7.88%
$550.18 - $598.96 $306K - $334K
6.52K $3.71M
ISRG
Intuitive Surgical Inc

Healthcare
-227
- 12.97%
$433.66 - $544.47 $98.4K - $124K
1.52K $681K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-1.39K
- 3.08%
$39.13 - $48.22 $54.3K - $66.9K
43.6K $1.72M
FIS
Fidelity National Information Services, Inc.

Technology
-2.45K
- 37.19%
$63.37 - $82.35 $155K - $202K
4.14K $272K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.05K
- 8.09%
$38.58 - $58.24 $40.4K - $61K
11.9K $466K
IYW
Ishares Dj Us Tech ETF

ETFs
-1.97K
- 35.24%
$171.38 - $197.01 $337K - $388K
3.62K $708K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-2.06K
- 48.07%
$93.1 - $110.49 $192K - $228K
2.23K $207K
TQQQ
Proshares Ultrapro Qqq

ETFs
-3.38K
- 72.4%
$80.89 - $104.72 $274K - $354K
1.29K $133K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.42K
- 90.78%
$100.16 - $100.7 $242K - $244K
246 $24K
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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