Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.4B
$26.8 Million 1.21% of portfolio
200,767
Q3 2025 Added 27,104.2%
$103B
$13.2 Million 0.6% of portfolio
101,291
Q3 2025 Added 0.9%
$98.1B
$9.36 Million 0.42% of portfolio
54,759
Q3 2025 Added 0.67%
$0
$8.04 Million 0.36% of portfolio
1,059,166
Q3 2025 Added 4.25%
$0
$1.19 Million 0.05% of portfolio
76,090
Q3 2025 Added 72.24%
$0
$1.17 Million 0.05% of portfolio
39,609
Q3 2025 Added 53.94%
$0
$1.12 Million 0.05% of portfolio
30,416
Q3 2024 Added 55.35%
$47B
$660,000 0.03% of portfolio
1,345
Q3 2025 Reduced 1.75%
$89.3B
$535,000 0.02% of portfolio
4,912
Q3 2025 Added 10.68%
$7.17B
$419,000 0.02% of portfolio
9,430
Q3 2025 Added 14.9%
$0
$360,000 0.02% of portfolio
18,664
Q3 2025 Added 0.11%
$24.4B
$343,000 0.02% of portfolio
2,146
Q3 2025 Added 0.85%
$10.7B
$311,000 0.01% of portfolio
13,582
Q3 2025 Added 4.91%
$0
$247,000 0.01% of portfolio
12,125
Q3 2025 Added 17.63%
$0
$230,000 0.01% of portfolio
10,893
Q3 2025 New
$0
$208,000 0.01% of portfolio
6,137
Q3 2025 New
$21.1B
$201,000 0.01% of portfolio
2,429
Q3 2025 Added 6.63%
$26.6B
$186,000 0.01% of portfolio
1,382
Q3 2025 Added 2.37%
$0
$172,000 0.01% of portfolio
7,993
Q3 2025 New
$3.92B
$159,000 0.01% of portfolio
2,443
Q3 2025 Added 97.65%
$0
$158,000 0.01% of portfolio
12,157
Q3 2025 Reduced 0.21%
$18.8B
$151,000 0.01% of portfolio
4,726
Q3 2025 Added 3.69%
$0
$149,000 0.01% of portfolio
14,688
Q3 2025 Reduced 0.1%
$23B
$149,000 0.01% of portfolio
1,455
Q3 2025 Reduced 5.89%
$42.9B
$143,000 0.01% of portfolio
1,233
Q3 2025 Added 15.56%
$11B
$142,000 0.01% of portfolio
1,679
Q3 2025 Added 12.01%
$0
$140,000 0.01% of portfolio
9,407
Q3 2025 Added 0.09%
$0
$137,000 0.01% of portfolio
11,000
Q3 2025 Added 120.0%
$2.85B
$137,000 0.01% of portfolio
3,170
Q3 2025 Added 24.56%
$0
$136,000 0.01% of portfolio
16,645
Q3 2024 Added 17.67%
$0
$129,000 0.01% of portfolio
8,950
Q3 2025 Added 33.58%
$0
$117,000 0.01% of portfolio
7,392
Q3 2025 New
$0
$117,000 0.01% of portfolio
11,745
Q1 2025 Reduced 2.08%
$0
$115,000 0.01% of portfolio
11,214
Q3 2025 New
$0
$111,000 0.01% of portfolio
32,227
Q3 2025 Added 40.17%
$0
$107,000 0.0% of portfolio
3,900
Q3 2025 New
$3.83B
$100,000 0.0% of portfolio
2,618
Q3 2025 Added 0.08%
$0
$99,000 0.0% of portfolio
5,000
Q1 2025 Added 25.0%
$19.3B
$99,000 0.0% of portfolio
1,587
Q3 2025 Added 2.12%
$0
$99,000 0.0% of portfolio
25,000
Q2 2024 New
$4.9B
$97,000 0.0% of portfolio
725
Q3 2025 Reduced 27.06%
$0
$94,000 0.0% of portfolio
7,500
Q1 2025 Added 25.0%
$0
$92,000 0.0% of portfolio
5,000
Q2 2024 New
$4.38B
$91,000 0.0% of portfolio
1,753
Q3 2025 Added 11.87%
$0
$84,000 0.0% of portfolio
3,400
Q3 2025 Added 142.86%
$0
$79,000 0.0% of portfolio
2,000
Q3 2025 Reduced 20.0%
$0
$76,000 0.0% of portfolio
12,000
Q2 2025 Added 20.0%
$0
$74,000 0.0% of portfolio
14,000
Q3 2025 Added 33.33%
$0
$70,000 0.0% of portfolio
5,000
Q3 2025 New
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