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.
Stock Holdings Table ETFs Only
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