Ever Source Wealth Advisors, LLC REIT—Retail

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.8B
$535,000 0.02% of portfolio
2,856
Q3 2025 Added 9.97%
$35.1B
$499,000 0.02% of portfolio
8,221
Q3 2025 Reduced 3.34%
$7.3B
$292,000 0.01% of portfolio
6,882
Q3 2025 Added 24.22%
$12.6B
$107,000 0.0% of portfolio
4,914
Q3 2025 Reduced 3.06%
$7.85B
$106,000 0.0% of portfolio
1,048
Q3 2025 Added 51.88%
$5.89B
$92,000 0.0% of portfolio
1,297
Q3 2025 Reduced 4.49%
$4.04B
$87,000 0.0% of portfolio
2,550
Q3 2025 Reduced 2.07%
$1.91B
$54,000 0.0% of portfolio
2,704
Q3 2025 Reduced 9.38%
$1.9B
$39,000 0.0% of portfolio
1,364
Q3 2025 Reduced 0.37%
$1.31B
$38,000 0.0% of portfolio
1,453
Q3 2025 Added 22.31%
$3.54B
$37,000 0.0% of portfolio
1,097
Q3 2025 Added 15.72%
$6.81B
$37,000 0.0% of portfolio
1,655
Q3 2025 Reduced 9.81%
$11.9B
$34,000 0.0% of portfolio
474
Q3 2025 Reduced 16.84%
$922M
$32,000 0.0% of portfolio
1,775
Q3 2025 Reduced 0.62%
$1.97B
$29,000 0.0% of portfolio
1,201
Q3 2025 Added 23.18%
$2.23B
$23,000 0.0% of portfolio
1,133
Q3 2025 Reduced 14.3%
$659M
$18,000 0.0% of portfolio
1,504
Q3 2025 Added 5.47%
$1.11B
$18,000 0.0% of portfolio
78
Q3 2025 Reduced 32.76%
$1.03B
$16,000 0.0% of portfolio
540
Q3 2025 Added 61.19%
$4.93B
$14,000 0.0% of portfolio
638
Q3 2025 Reduced 53.26%
$722M
$11,000 0.0% of portfolio
364
Q3 2025 Added 26.39%
$192M
$1,000 0.0% of portfolio
135
Q3 2025 Added 1,587.5%
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