Ever Source Wealth Advisors, LLC Options Holdings

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Spdr S&P 500 ETF Tr Put Opt
PUT
$0
3.2K
Q1 2025
New holding
Amazon Com Inc Cll Opt
CALL
$0
300
Q3 2025
New holding
Alphabet Inc Cll Opt
CALL
$0
200
Q1 2025
New holding

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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