Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$45,000 0.0% of portfolio
4,054
Q1 2024 New
$0
$43,000 0.0% of portfolio
3,300
Q2 2024 Added 153.85%
$24.9B
$43,000 0.0% of portfolio
402
Q3 2024 Reduced 6.51%
$0
$42,000 0.0% of portfolio
4,028
Q4 2022 New
$21.6B
$38,000 0.0% of portfolio
1,313
Q3 2024 Reduced 17.0%
$0
$38,000 0.0% of portfolio
2,461
Q3 2024 New
$0
$38,000 0.0% of portfolio
2,990
Q3 2023 Reduced 17.45%
$0
$37,000 0.0% of portfolio
1,530
Q3 2024 Added 0.72%
$0
$32,000 0.0% of portfolio
4,523
Q3 2024 Added 0.65%
$0
$29,000 0.0% of portfolio
2,609
Q2 2024 Added 2,293.58%
$4B
$29,000 0.0% of portfolio
522
Q3 2024 Added 1.95%
$8.6B
$28,000 0.0% of portfolio
1,601
Q3 2024 Reduced 30.69%
$0
$27,000 0.0% of portfolio
1,750
Q3 2024 New
$0
$25,000 0.0% of portfolio
710
Q1 2024 New
$0
$24,000 0.0% of portfolio
2,195
Q4 2023 New
$23.7B
$24,000 0.0% of portfolio
270
Q3 2024 Reduced 6.9%
$0
$21,000 0.0% of portfolio
1,061
Q1 2024 Reduced 26.78%
$0
$19,000 0.0% of portfolio
2,253
Q3 2023 Reduced 1.4%
$1.09B
$19,000 0.0% of portfolio
450
Q3 2024 Added 4.41%
$6.83B
$17,000 0.0% of portfolio
98
Q3 2024 Reduced 75.5%
$0
$17,000 0.0% of portfolio
1,200
Q4 2023 Reduced 21.72%
$19B
$16,000 0.0% of portfolio
392
Q3 2024 Reduced 7.76%
$0
$16,000 0.0% of portfolio
1,800
Q4 2022 New
$0
$15,000 0.0% of portfolio
1,500
Q4 2022 New
$0
$13,000 0.0% of portfolio
1,020
Q3 2024 Added 24.39%
$5.49B
$13,000 0.0% of portfolio
456
Q2 2023 Reduced 83.79%
$3.45B
$13,000 0.0% of portfolio
355
Q3 2024 Reduced 37.83%
$3B
$12,000 0.0% of portfolio
298
Q3 2024 Reduced 12.87%
$0
$12,000 0.0% of portfolio
3,000
Q3 2024 Reduced 33.55%
$0
$12,000 0.0% of portfolio
1,842
Q4 2022 New
$0
$12,000 0.0% of portfolio
1,302
Q1 2024 New
$1.17B
$11,000 0.0% of portfolio
925
Q4 2022 New
$10.2B
$10,000 0.0% of portfolio
531
Q3 2024 Added 46.28%
$0
$10,000 0.0% of portfolio
2,500
Q4 2022 New
$0
$9,000 0.0% of portfolio
500
Q4 2022 New
$0
$9,000 0.0% of portfolio
1,026
Q3 2024 New
$0
$8,000 0.0% of portfolio
786
Q3 2023 Reduced 6.76%
$6.24B
$8,000 0.0% of portfolio
53
Q3 2024 Added 51.43%
$0
$8,000 0.0% of portfolio
2,800
Q1 2024 Reduced 34.88%
$0
$7,000 0.0% of portfolio
377
Q2 2024 Added 669.39%
$1.06B
$7,000 0.0% of portfolio
304
Q1 2023 Reduced 23.23%
$2.66B
$7,000 0.0% of portfolio
517
Q3 2024 Added 7.26%
$558M
$7,000 0.0% of portfolio
539
Q3 2024 Added 45.28%
$0
$6,000 0.0% of portfolio
750
Q4 2022 New
$2.65B
$6,000 0.0% of portfolio
321
Q1 2024 Reduced 59.21%
$0
$4,000 0.0% of portfolio
686
Q3 2024 Added 1.63%
$540M
$4,000 0.0% of portfolio
431
Q3 2024 New
$10.4B
$3,000 0.0% of portfolio
189
Q3 2024 Added 18.13%
$0
$3,000 0.0% of portfolio
250
Q4 2023 Reduced 80.77%
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