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 Market Cap. of Under $50 Millions
