Ever Source Wealth Advisors, LLC Aerospace & Defense

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$128B
$1.82 Million 0.12% of portfolio
3,115
Q3 2024 Added 3.15%
$172B
$1.4 Million 0.09% of portfolio
11,542
Q3 2024 Reduced 3.22%
$107B
$923,000 0.06% of portfolio
6,077
Q3 2024 Reduced 6.74%
$73B
$771,000 0.05% of portfolio
2,554
Q3 2024 Added 8.27%
$72.5B
$355,000 0.02% of portfolio
674
Q3 2024 Reduced 4.94%
$70.6B
$254,000 0.02% of portfolio
178
Q3 2024 Added 4.09%
$40.8B
$196,000 0.01% of portfolio
824
Q3 2024 Reduced 0.96%
$44.9B
$110,000 0.01% of portfolio
277
Q3 2024 Added 3.75%
$13.9B
$75,000 0.01% of portfolio
230
Q3 2024 Reduced 4.56%
$46.5B
$47,000 0.0% of portfolio
472
Q3 2024 Added 31.48%
$6.72B
$40,000 0.0% of portfolio
1,150
Q3 2024 Added 5.8%
$2.35B
$23,000 0.0% of portfolio
646
Q2 2024 Added 155.34%
$11.6B
$22,000 0.0% of portfolio
113
Q3 2024 Reduced 55.16%
$7.89B
$21,000 0.0% of portfolio
1,154
Q3 2024 Reduced 19.53%
$3.36B
$17,000 0.0% of portfolio
730
Q3 2024 Added 16.24%
$13.1B
$14,000 0.0% of portfolio
55
Q3 2024 Added 10.0%
$10.3B
$11,000 0.0% of portfolio
65
Q3 2024 Added 14.04%
$16.3B
$10,000 0.0% of portfolio
118
Q1 2024 Added 6.31%
$2.16B
$9,000 0.0% of portfolio
142
Q3 2024 Reduced 81.75%
$1.88B
$9,000 0.0% of portfolio
3,000
Q3 2024 Reduced 3.23%
$732M
$8,000 0.0% of portfolio
202
Q2 2024 Reduced 59.19%
$1.03B
$7,000 0.0% of portfolio
3,500
Q2 2024 New
$7.69B
$6,000 0.0% of portfolio
26
Q3 2024 Added 13.04%
$3.53B
$5,000 0.0% of portfolio
178
Q3 2024 Added 9.2%
$413M
$4,000 0.0% of portfolio
250
Q4 2021 New
$675M
$3,000 0.0% of portfolio
52
Q4 2022 New
$10.3B
$2,000 0.0% of portfolio
21
Q3 2024 Added 10.53%
$5.29B
$2,000 0.0% of portfolio
45
Q3 2024 Reduced 59.82%
$4B
$1,000 0.0% of portfolio
7
Q2 2024 New
$752M
$1,000 0.0% of portfolio
22
Q4 2022 New
$1.21B
$1,000 0.0% of portfolio
118
Q4 2023 Reduced 49.14%
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