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
$2.15B
$7,000 0.0% of portfolio
646
Q3 2025 Reduced 4.3%
$800M
$7,000 0.0% of portfolio
1,314
Q3 2025 Reduced 1.79%
$2.43B
$6,000 0.0% of portfolio
205
Q3 2025 Added 50.74%
$2.24B
$6,000 0.0% of portfolio
322
Q2 2025 Added 0.31%
$0
$5,000 0.0% of portfolio
943
Q3 2025 Added 42.66%
$0
$4,000 0.0% of portfolio
750
Q1 2025 Reduced 0.13%
$0
$4,000 0.0% of portfolio
1,809
Q3 2025 Added 1,446.15%
$950M
$2,000 0.0% of portfolio
308
Q1 2025 Reduced 66.7%
$0
$2,000 0.0% of portfolio
350
Q2 2024 New
$0
$2,000 0.0% of portfolio
250
Q4 2023 Reduced 80.77%
$1.53B
$1,000 0.0% of portfolio
17
Q4 2024 New
$0
$1,000 0.0% of portfolio
109
Q4 2024 Reduced 95.82%
$799M
$1,000 0.0% of portfolio
136
Q3 2025 Reduced 86.85%
$4.11B
$1,000 0.0% of portfolio
26
Q3 2025 Added 18.18%
$0
$1,000 0.0% of portfolio
933
Q2 2025 New
$0
$0 0.0% of portfolio
2
Q3 2025 Reduced 97.06%
$0
$0 0.0% of portfolio
54
Q1 2024 New
$137M
$0 0.0% of portfolio
42
Q3 2025 Added 162.5%
$137M
$0 0.0% of portfolio
1
Q3 2025 New
$0
$0 0.0% of portfolio
17
Q3 2025 Added 6.25%
$212M
$0 0.0% of portfolio
53
Q3 2025 Added 152.38%
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