Ever Source Wealth Advisors, LLC Portfolio Holdings

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

Ever Source Wealth Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.2 Billion distributed in 11995 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $86.2M, Vanguard Ftse Developed Market with a value of $64.3M, Vanguard Value ETF with a value of $61.4M, Ishares Gold Trust with a value of $53.1M, and Apple Inc. with a value of $46.2M.

Examining the 13F form we can see an increase of $256M in the current position value, from $1.95B to 2.2B. Also it can be appreciated an additional of 280 stocks purchases and 1 closed positions.

Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.2 Billion
ETFs: $1.15 Billion
Technology: $330 Million
Financial Services: $195 Million
Consumer Cyclical: $136 Million
Industrials: $76.3 Million
Communication Services: $75.9 Million
Healthcare: $69.8 Million
Energy: $44.6 Million
Other: $88.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.89 Million 0.09% of portfolio
27,935
Q3 2025 Reduced 9.45%
$0
$2.01 Million 0.09% of portfolio
51,201
Q3 2025 Reduced 33.23%
$0
$2.07 Million 0.09% of portfolio
20,800
Q3 2025 Reduced 41.76%
$6.81B
$1.91 Million 0.09% of portfolio
20,320
Q3 2025 Added 8.49%
$9.92B
$1.99 Million 0.09% of portfolio
34,570
Q3 2025 Reduced 0.4%
$319B
$1.92 Million 0.09% of portfolio
28,054
Q3 2025 Added 1.14%
$0
$1.93 Million 0.09% of portfolio
19,969
Q3 2025 Added 1,033.96%
$0
$1.88 Million 0.09% of portfolio
36,755
Q3 2025 Added 694.36%
$317B
$1.89 Million 0.09% of portfolio
22,578
Q3 2025 Reduced 3.25%
$113B
$2.04 Million 0.09% of portfolio
21,580
Q3 2025 Reduced 11.09%
$228B
$2.04 Million 0.09% of portfolio
15,197
Q3 2025 Added 1.79%
$0
$1.77 Million 0.08% of portfolio
40,160
Q3 2025 Added 6.42%
$6.9B
$1.72 Million 0.08% of portfolio
43,647
Q3 2025 Reduced 3.08%
$306B
$1.73 Million 0.08% of portfolio
26,099
Q3 2025 Added 0.25%
$235B
$1.76 Million 0.08% of portfolio
20,918
Q3 2025 Added 24.54%
$121B
$1.74 Million 0.08% of portfolio
2,247
Q3 2025 Reduced 6.41%
$0
$1.74 Million 0.08% of portfolio
50,057
Q3 2025 Reduced 8.43%
$0
$1.73 Million 0.08% of portfolio
32,054
Q3 2025 Added 0.51%
$0
$1.8 Million 0.08% of portfolio
30,350
Q3 2025 Added 1.25%
$0
$1.67 Million 0.08% of portfolio
3,838
Q3 2025 Added 8.11%
$0
$1.77 Million 0.08% of portfolio
17,738
Q3 2025 Reduced 16.04%
$111B
$1.87 Million 0.08% of portfolio
5,673
Q3 2025 Added 36.83%
$27.2B
$1.68 Million 0.08% of portfolio
7,717
Q3 2025 Reduced 0.06%
$0
$1.69 Million 0.08% of portfolio
46,347
Q3 2025 Added 1.74%
$143B
$1.48 Million 0.07% of portfolio
44,090
Q3 2025 Added 45.08%
$24.1B
$1.43 Million 0.07% of portfolio
33,850
Q3 2025 Added 10.42%
$0
$1.62 Million 0.07% of portfolio
15,217
Q3 2025 Reduced 16.15%
$0
$1.44 Million 0.07% of portfolio
29,201
Q3 2025 Reduced 34.44%
$123B
$1.56 Million 0.07% of portfolio
5,544
Q3 2025 Added 14.52%
$204B
$1.55 Million 0.07% of portfolio
11,070
Q3 2025 Added 25.98%
$0
$1.65 Million 0.07% of portfolio
3,522
Q3 2025 Added 26.28%
$151B
$1.44 Million 0.07% of portfolio
4,069
Q3 2025 Reduced 1.48%
$12.6B
$1.64 Million 0.07% of portfolio
201,053
Q3 2025 Reduced 13.92%
$0
$1.59 Million 0.07% of portfolio
8,401
Q3 2025 Added 34.67%
$0
$1.64 Million 0.07% of portfolio
49,173
Q3 2025 Added 58.86%
$268B
$1.44 Million 0.07% of portfolio
8,630
Q3 2025 Added 38.32%
$99.7B
$1.62 Million 0.07% of portfolio
8,391
Q3 2025 Added 0.16%
$55.8B
$1.47 Million 0.07% of portfolio
10,629
Q3 2025 Added 19.47%
$0
$1.45 Million 0.07% of portfolio
20,002
Q3 2025 Reduced 4.57%
$0
$1.61 Million 0.07% of portfolio
47,068
Q3 2025 Added 40.16%
$0
$1.45 Million 0.07% of portfolio
40,557
Q3 2025 Reduced 1.71%
$187B
$1.44 Million 0.07% of portfolio
8,640
Q3 2025 Reduced 6.83%
$388B
$1.6 Million 0.07% of portfolio
9,915
Q3 2025 Reduced 0.58%
$4.78B
$1.61 Million 0.07% of portfolio
25,414
Q3 2025 Added 19.97%
$170B
$1.49 Million 0.07% of portfolio
10,324
Q3 2025 Reduced 1.83%
$0
$1.61 Million 0.07% of portfolio
11,528
Q3 2025 Reduced 7.32%
$161B
$1.5 Million 0.07% of portfolio
1,390
Q3 2025 Added 10.58%
$291B
$1.63 Million 0.07% of portfolio
3,413
Q3 2025 Reduced 1.64%
$255B
$1.56 Million 0.07% of portfolio
4,706
Q3 2025 Reduced 3.13%

Summary

  • Portfolio
  • No. of Stocks 11,995
  • Current Value $2.2 Billion
  • Prior Value $1.95 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 280 stocks
  • Additional Purchases 1,949 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 1,595 stocks
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