Ever Source Wealth Advisors, LLC Sells in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SSRM
Ssr Mining Inc.

Basic Materials
-640
- 8.61%
$11.8 - $24.58 $7.55K - $15.7K
6.79K $165K
UTHR
United Therapeutics Corp

Healthcare
-47
- 6.35%
$274.7 - $438.75 $12.9K - $20.6K
693 $290K
HSBC
Hsbc Holdings PLC

Financial Services
-70
- 0.86%
$60.27 - $70.98 $4.22K - $4.97K
8.1K $574K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-379
- 1.73%
$20.98 - $26.94 $7.95K - $10.2K
21.5K $530K
SFBS
Servis First Bancshares, Inc.

Financial Services
-89
- 0.28%
$76.69 - $89.24 $6.83K - $7.94K
31.9K $2.57M
DISV
Dimensional ETF Tr Dimensional

ETFs
-704
- 1.71%
$32.78 - $35.79 $23.1K - $25.2K
40.6K $1.45M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-1.92K
- 3.35%
$68.24 - $73.73 $131K - $142K
55.4K $4.07M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-534
- 0.47%
$67.48 - $71.55 $36K - $38.2K
113K $8.04M
SGOL
Abrdn Gold ETF Trust

ETFs
-757
- 2.77%
$31.18 - $36.81 $23.6K - $27.9K
26.5K $977K
BAC
Bank Of America Corp

Financial Services
-1.04K
- 2.41%
$44.92 - $52.42 $46.8K - $54.6K
42.2K $2.18M
XOM
Exxon Mobil Corp

Energy
-492
- 1.25%
$105.83 - $117.22 $52.1K - $57.7K
38.7K $4.37M
HAL
Halliburton CO

Energy
-2.32K
- 4.57%
$20.5 - $25.11 $47.5K - $58.2K
48.4K $1.19M
NOC
Northrop Grumman Corp

Industrials
-75
- 4.04%
$498.9 - $609.32 $37.4K - $45.7K
1.78K $1.09M
VOE
Vanguard Mid Cap Value Index F

ETFs
-573
- 2.22%
$164.63 - $174.58 $94.3K - $100K
25.3K $4.41M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-813
- 1.64%
$14.73 - $19.31 $12K - $15.7K
48.7K $936K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-26
- 0.93%
$103.83 - $179.9 $2.7K - $4.68K
2.76K $493K
AMD
Advanced Micro Devices Inc

Technology
-58
- 0.58%
$134.8 - $184.42 $7.82K - $10.7K
9.92K $1.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-192
- 1.83%
$121.35 - $144.54 $23.3K - $27.8K
10.3K $1.49M
CYBR
Cyber Ark Software Ltd.

Technology
-410
- 7.79%
$374.8 - $491.1 $154K - $201K
4.85K $2.35M
MGV
Vanguard Mega Cap Value

ETFs
-259
- 0.7%
$129.46 - $137.85 $33.5K - $35.7K
36.7K $5.05M
MAS
Masco Corp

Industrials
-934
- 1.95%
$64.44 - $76.07 $60.2K - $71K
46.9K $3.3M
VLO
Valero Energy Corp

Energy
-417
- 5.02%
$131.77 - $175.63 $54.9K - $73.2K
7.89K $1.34M
MS
Morgan Stanley

Financial Services
-233
- 1.53%
$139.09 - $161.16 $32.4K - $37.6K
15K $2.38M
GLW
Corning Inc

Technology
-183
- 1.94%
$51.6 - $82.03 $9.44K - $15K
9.27K $760K
CAT
Caterpillar Inc

Industrials
-57
- 1.64%
$390.92 - $477.15 $22.3K - $27.2K
3.41K $1.63M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-2.99K
- 1.72%
$41.91 - $44.87 $125K - $134K
171K $7.63M
DFAT
Dimensional ETF Tr U S Target

ETFs
-44
- 0.06%
$53.36 - $59.69 $2.35K - $2.63K
68.8K $4M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-724
- 0.82%
$39.37 - $44.24 $28.5K - $32K
87.1K $3.82M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-231
- 0.48%
$132.9 - $142.03 $30.7K - $32.8K
47.7K $6.72M
APP
App Lovin Corp

Technology
-73
- 6.66%
$335.1 - $718.54 $24.5K - $52.5K
1.02K $735K
GLD
Spdr Gold Trust

ETFs
-310
- 3.04%
$300.96 - $355.47 $93.3K - $110K
9.88K $3.51M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-416
- 0.46%
$67.01 - $72.84 $27.9K - $30.3K
90.6K $6.56M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-68
- 0.59%
$224.68 - $282.71 $15.3K - $19.2K
11.4K $3.18M
VB
Vanguard Small Cap ETF

ETFs
-952
- 1.65%
$237.58 - $259.17 $226K - $247K
56.8K $14.4M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-771
- 2.92%
$546.99 - $602.2 $422K - $464K
25.6K $15.4M
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 0.18%
$357.4 - $423.42 $16.4K - $19.5K
25.7K $10.4M
AMAT
Applied Materials Inc

Technology
-38
- 0.07%
$156.25 - $204.95 $5.94K - $7.79K
54.7K $11.2M
VEA
Vanguard Ftse Developed Market

ETFs
-32.3K
- 2.92%
$56.02 - $60.3 $1.81M - $1.95M
1.07M $64.3M
CIEN
Ciena Corp

Technology
-732
- 2.76%
$77.75 - $145.67 $56.9K - $107K
25.8K $3.75M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-7.58K
- 1.75%
$49.43 - $54.52 $374K - $413K
424K $23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-208
- 0.43%
$567.77 - $614.76 $118K - $128K
48.4K $29.6M
AVGO
Broadcom Inc.

Technology
-1.12K
- 1.19%
$264.74 - $369.57 $298K - $415K
93.2K $30.8M
PLTR
Palantir Technologies Inc.

Technology
-12.9K
- 7.15%
$130.68 - $186.97 $1.68M - $2.41M
167K $30.5M
IAU
Ishares Gold Trust

ETFs
-2.79K
- 0.38%
$61.62 - $72.77 $172K - $203K
729K $53.1M
TSLA
Tesla, Inc.

Consumer Cyclical
-817
- 1.04%
$293.94 - $444.72 $240K - $363K
77.5K $34.5M
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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