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
$0
$69,000 0.0% of portfolio
4,000
Q2 2024 New
$0
$68,000 0.0% of portfolio
5,020
Q3 2025 Added 392.16%
$573M
$66,000 0.0% of portfolio
3,055
Q3 2025 Added 9.62%
$0
$66,000 0.0% of portfolio
10,000
Q3 2025 Added 21.21%
$839M
$61,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$4.4B
$59,000 0.0% of portfolio
931
Q1 2025 Reduced 14.04%
$0
$57,000 0.0% of portfolio
10,000
Q4 2024 Added 25.0%
$9.87B
$56,000 0.0% of portfolio
236
Q3 2025 Reduced 16.01%
$0
$56,000 0.0% of portfolio
3,500
Q3 2025 Added 100.0%
$0
$47,000 0.0% of portfolio
2,000
Q2 2025 Reduced 7.19%
$0
$45,000 0.0% of portfolio
4,250
Q4 2024 Reduced 32.89%
$0
$42,000 0.0% of portfolio
2,000
Q2 2024 New
$0
$41,000 0.0% of portfolio
3,300
Q2 2024 Added 153.85%
$541M
$40,000 0.0% of portfolio
1,873
Q1 2025 Reduced 8.1%
$0
$38,000 0.0% of portfolio
2,990
Q3 2023 Reduced 17.45%
$0
$36,000 0.0% of portfolio
2,461
Q3 2024 New
$0
$34,000 0.0% of portfolio
1,530
Q3 2025 Added 44.2%
$517M
$30,000 0.0% of portfolio
1,989
Q3 2025 Added 24.47%
$11B
$30,000 0.0% of portfolio
1,313
Q3 2025 Added 129.14%
$393M
$30,000 0.0% of portfolio
216
Q3 2025 Added 20.67%
$6.09B
$29,000 0.0% of portfolio
1,719
Q3 2025 Added 43.01%
$0
$29,000 0.0% of portfolio
710
Q1 2024 New
$1.18B
$29,000 0.0% of portfolio
155
Q3 2025 Added 50.49%
$0
$28,000 0.0% of portfolio
2,955
Q3 2025 Added 39.52%
$0
$27,000 0.0% of portfolio
2,195
Q4 2023 New
$398M
$26,000 0.0% of portfolio
2,474
Q3 2025 Added 61.17%
$0
$25,000 0.0% of portfolio
3,838
Q3 2025 Added 3.87%
$0
$23,000 0.0% of portfolio
1,868
Q3 2025 Added 51.26%
$0
$22,000 0.0% of portfolio
1,595
Q3 2025 Added 50.9%
$1.06B
$22,000 0.0% of portfolio
895
Q3 2025 Added 3.11%
$0
$18,000 0.0% of portfolio
750
Q4 2024 Reduced 50.98%
$0
$18,000 0.0% of portfolio
2,500
Q1 2025 Reduced 29.76%
$0
$17,000 0.0% of portfolio
1,953
Q3 2025 Reduced 13.32%
$0
$16,000 0.0% of portfolio
1,200
Q4 2023 Reduced 21.72%
$0
$16,000 0.0% of portfolio
1,350
Q4 2024 New
$0
$15,000 0.0% of portfolio
1,500
Q4 2022 New
$0
$14,000 0.0% of portfolio
1,800
Q4 2022 New
$0
$14,000 0.0% of portfolio
1,678
Q3 2025 Added 15.56%
$245M
$13,000 0.0% of portfolio
1,195
Q3 2025 Added 52.42%
$4.34B
$13,000 0.0% of portfolio
204
Q3 2025 Reduced 10.53%
$0
$13,000 0.0% of portfolio
1,302
Q1 2024 New
$4.41B
$13,000 0.0% of portfolio
501
Q3 2025 Added 9.87%
$2.21B
$10,000 0.0% of portfolio
129
Q3 2025 Added 4.88%
$3.15B
$10,000 0.0% of portfolio
166
Q3 2025 Reduced 12.17%
$0
$10,000 0.0% of portfolio
1,000
Q4 2024 New
$0
$9,000 0.0% of portfolio
500
Q4 2022 New
$2.37B
$9,000 0.0% of portfolio
666
Q3 2025 Added 13.85%
$0
$8,000 0.0% of portfolio
786
Q3 2023 Reduced 6.76%
$1.88B
$8,000 0.0% of portfolio
685
Q3 2025 Reduced 21.98%
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