Ever Source Wealth Advisors, LLC Portfolio Holdings

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

Ever Source Wealth Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.2 Billion distributed in 11995 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $86.2M, Vanguard Ftse Developed Market with a value of $64.3M, Vanguard Value ETF with a value of $61.4M, Ishares Gold Trust with a value of $53.1M, and Apple Inc. with a value of $46.2M.

Examining the 13F form we can see an increase of $256M in the current position value, from $1.95B to 2.2B. Also it can be appreciated an additional of 280 stocks purchases and 1 closed positions.

Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.2 Billion
ETFs: $1.15 Billion
Technology: $330 Million
Financial Services: $195 Million
Consumer Cyclical: $136 Million
Industrials: $76.3 Million
Communication Services: $75.9 Million
Healthcare: $69.8 Million
Energy: $44.6 Million
Other: $88.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$328B
$2.67 Million 0.12% of portfolio
8,863
Q3 2025 Added 1.12%
$82.2B
$2.53 Million 0.11% of portfolio
11,222
Q3 2025 Added 18.51%
$414B
$2.46 Million 0.11% of portfolio
10,637
Q3 2025 Added 0.52%
$270B
$2.38 Million 0.11% of portfolio
15,002
Q3 2025 Reduced 1.53%
$11.1B
$2.37 Million 0.11% of portfolio
10,227
Q3 2025 Reduced 0.03%
$19.9B
$2.35 Million 0.11% of portfolio
4,854
Q3 2025 Reduced 7.79%
$8.25B
$2.23 Million 0.1% of portfolio
72,942
Q3 2025 Reduced 24.96%
$3.22B
$2.3 Million 0.1% of portfolio
42,720
Q3 2025 Added 9.92%
$237B
$2.22 Million 0.1% of portfolio
9,387
Q3 2025 Added 6.94%
$413B
$2.18 Million 0.1% of portfolio
42,160
Q3 2025 Reduced 2.41%
$258B
$2.18 Million 0.1% of portfolio
13,046
Q3 2025 Added 2.03%
$300B
$2.22 Million 0.1% of portfolio
6,430
Q3 2025 Added 11.05%
$346B
$1.96 Million 0.09% of portfolio
12,787
Q3 2025 Added 4.27%
$59.6B
$1.99 Million 0.09% of portfolio
9,288
Q3 2025 Added 8.43%
$6.81B
$1.91 Million 0.09% of portfolio
20,320
Q3 2025 Added 8.49%
$9.92B
$1.99 Million 0.09% of portfolio
34,570
Q3 2025 Reduced 0.4%
$317B
$1.89 Million 0.09% of portfolio
22,578
Q3 2025 Reduced 3.25%
$113B
$2.04 Million 0.09% of portfolio
21,580
Q3 2025 Reduced 11.09%
$228B
$2.04 Million 0.09% of portfolio
15,197
Q3 2025 Added 1.79%
$6.9B
$1.72 Million 0.08% of portfolio
43,647
Q3 2025 Reduced 3.08%
$306B
$1.73 Million 0.08% of portfolio
26,099
Q3 2025 Added 0.25%
$235B
$1.76 Million 0.08% of portfolio
20,918
Q3 2025 Added 24.54%
$121B
$1.74 Million 0.08% of portfolio
2,247
Q3 2025 Reduced 6.41%
$111B
$1.87 Million 0.08% of portfolio
5,673
Q3 2025 Added 36.83%
$27.2B
$1.68 Million 0.08% of portfolio
7,717
Q3 2025 Reduced 0.06%
$143B
$1.48 Million 0.07% of portfolio
44,090
Q3 2025 Added 45.08%
$123B
$1.56 Million 0.07% of portfolio
5,544
Q3 2025 Added 14.52%
$204B
$1.55 Million 0.07% of portfolio
11,070
Q3 2025 Added 25.98%
$151B
$1.44 Million 0.07% of portfolio
4,069
Q3 2025 Reduced 1.48%
$12.6B
$1.64 Million 0.07% of portfolio
201,053
Q3 2025 Reduced 13.92%
$268B
$1.44 Million 0.07% of portfolio
8,630
Q3 2025 Added 38.32%
$99.7B
$1.62 Million 0.07% of portfolio
8,391
Q3 2025 Added 0.16%
$55.8B
$1.47 Million 0.07% of portfolio
10,629
Q3 2025 Added 19.47%
$187B
$1.44 Million 0.07% of portfolio
8,640
Q3 2025 Reduced 6.83%
$388B
$1.6 Million 0.07% of portfolio
9,915
Q3 2025 Reduced 0.58%
$4.78B
$1.61 Million 0.07% of portfolio
25,414
Q3 2025 Added 19.97%
$170B
$1.49 Million 0.07% of portfolio
10,324
Q3 2025 Reduced 1.83%
$161B
$1.5 Million 0.07% of portfolio
1,390
Q3 2025 Added 10.58%
$291B
$1.63 Million 0.07% of portfolio
3,413
Q3 2025 Reduced 1.64%
$255B
$1.56 Million 0.07% of portfolio
4,706
Q3 2025 Reduced 3.13%
$237B
$1.59 Million 0.07% of portfolio
9,783
Q3 2025 Reduced 16.25%
$167B
$1.61 Million 0.07% of portfolio
16,877
Q3 2025 Added 1.97%
$39.8B
$1.34 Million 0.06% of portfolio
28,442
Q3 2025 Reduced 6.31%
$96.9B
$1.25 Million 0.06% of portfolio
2,966
Q3 2025 Reduced 2.69%
$70.1B
$1.34 Million 0.06% of portfolio
7,888
Q3 2025 Reduced 5.02%
$103B
$1.23 Million 0.06% of portfolio
16,255
Q3 2025 Added 24.75%
$169B
$1.37 Million 0.06% of portfolio
1,492
Q3 2025 Added 5.82%
$94.5B
$1.38 Million 0.06% of portfolio
4,036
Q3 2025 Added 12.55%
$224B
$1.35 Million 0.06% of portfolio
4,433
Q3 2025 Reduced 2.29%

Summary

  • Portfolio
  • No. of Stocks 11,995
  • Current Value $2.2 Billion
  • Prior Value $1.95 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 280 stocks
  • Additional Purchases 1,949 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,595 stocks
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