Ever Source Wealth Advisors, LLC Utilities—Regulated Electric

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$96.1B
$2.26 Million 0.14% of portfolio
27,468
Q4 2024 Added 2.04%
$89.2B
$1.38 Million 0.08% of portfolio
12,852
Q4 2024 Added 7.95%
$47B
$972,000 0.06% of portfolio
18,060
Q4 2024 Reduced 5.32%
$136B
$650,000 0.04% of portfolio
9,071
Q4 2024 Added 8.39%
$38.7B
$624,000 0.04% of portfolio
9,242
Q4 2024 Added 1.76%
$17.3B
$388,000 0.02% of portfolio
5,129
Q4 2024 Added 484.83%
$54B
$258,000 0.02% of portfolio
2,799
Q4 2024 Reduced 5.15%
$40.3B
$210,000 0.01% of portfolio
2,494
Q4 2024 Added 54.62%
$21.2B
$209,000 0.01% of portfolio
6,595
Q4 2024 Reduced 4.32%
$43.5B
$170,000 0.01% of portfolio
4,530
Q4 2024 Added 0.15%
$31.6B
$160,000 0.01% of portfolio
7,971
Q4 2024 Added 14.28%
$25.5B
$145,000 0.01% of portfolio
1,205
Q4 2024 Added 8.07%
$35.4B
$144,000 0.01% of portfolio
1,620
Q4 2024 Added 466.43%
$21.6B
$136,000 0.01% of portfolio
2,381
Q4 2024 Added 41.9%
$21B
$119,000 0.01% of portfolio
1,791
Q4 2024 Reduced 20.58%
$33.3B
$100,000 0.01% of portfolio
1,067
Q4 2024 Added 9.89%
$5.82B
$79,000 0.0% of portfolio
725
Q4 2024 Reduced 2.82%
$19.6B
$77,000 0.0% of portfolio
966
Q4 2024 Added 14.59%
$25.4B
$67,000 0.0% of portfolio
2,072
Q4 2024 Added 69.0%
$10.3B
$64,000 0.0% of portfolio
765
Q4 2024 Added 12.33%
$4.38B
$61,000 0.0% of portfolio
1,407
Q4 2024 Added 352.41%
$25.7B
$59,000 0.0% of portfolio
667
Q4 2024 Added 49.55%
$45B
$58,000 0.0% of portfolio
981
Q4 2024 Reduced 5.94%
$10.2B
$55,000 0.0% of portfolio
8,089
Q4 2024 Reduced 4.33%
$3.57B
$40,000 0.0% of portfolio
969
Q4 2024 Added 268.44%
$20.8B
$39,000 0.0% of portfolio
940
Q4 2024 Added 1.62%
$15.7B
$29,000 0.0% of portfolio
479
Q4 2024 Reduced 3.62%
$16B
$25,000 0.0% of portfolio
438
Q4 2024 Added 29.2%
$9.04B
$20,000 0.0% of portfolio
494
Q4 2024 Added 31.73%
$348M
$0 0.0% of portfolio
25
Q4 2024 New
$14.7B
$0 0.0% of portfolio
54
Q4 2024 Reduced 41.3%
$4.58B
$0 0.0% of portfolio
82
Q4 2024 Added 7.89%
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