Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
200K
+ 27104.2%
$131.55 - $156.05 $26.3M - $31.2M
201K $26.8M
VUG
Vanguard Growth ETF

ETFs
5.49K
+ 3.15%
$433.97 - $484.08 $2.38M - $2.66M
180K $86.2M
AAPL
Apple Inc.

Technology
3.75K
+ 2.11%
$202.38 - $256.87 $759K - $964K
182K $46.2M
GOOGL
Alphabet Inc.

Communication Services
3.19K
+ 3.16%
$174.36 - $254.72 $555K - $811K
104K $25.3M
NVDA
Nvidia Corp

Technology
4.59K
+ 1.97%
$153.3 - $186.58 $704K - $857K
237K $44.3M
VSLU
ETF Opportunities Tr Applied F
153K
+ 147.53%
$39.14 - $42.99 $5.99M - $6.58M
257K $11M
AVDE
American Centy ETF Tr Avantis

ETFs
76.8K
+ 97.44%
$73.24 - $79.04 $5.62M - $6.07M
156K $12.3M
ASML
Asml Holding Nv

Technology
4.39K
+ 37.57%
$689.63 - $968.09 $3.02M - $4.25M
16.1K $15.5M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
66.5K
+ 22.42%
$91.44 - $91.77 $6.08M - $6.1M
363K $33.3M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
85.5K
+ 21.17%
$55.15 - $58.11 $4.72M - $4.97M
489K $28.1M
VTI
Vanguard Total Stock Market Et

ETFs
7.99K
+ 9.21%
$303.93 - $329.86 $2.43M - $2.64M
94.8K $31.1M
HOOD
Robinhood Markets, Inc.

Technology
670
+ 0.74%
$91.27 - $143.18 $61.2K - $95.9K
90.7K $13M
IVV
Ishares Core S&P 500 ETF

ETFs
4.57K
+ 16.17%
$620.67 - $670.08 $2.84M - $3.06M
32.9K $22M
VTV
Vanguard Value ETF

ETFs
3.44K
+ 1.06%
$175.51 - $186.57 $604K - $642K
329K $61.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
37.5K
+ 5.38%
$36.04 - $38.78 $1.35M - $1.45M
734K $28.3M
GOOG
Alphabet Inc.

Communication Services
272
+ 0.55%
$175.16 - $255.24 $47.6K - $69.4K
49.7K $12.1M
IEFA
Ishares Tr

ETFs
32.4K
+ 210.4%
$81.7 - $87.53 $2.64M - $2.83M
47.7K $4.17M
CGUS
Capital Group Core Equity ETF
47.4K
+ 12.39%
$36.89 - $39.72 $1.75M - $1.88M
430K $17M
FANG
Diamondback Energy, Inc.

Energy
15.7K
+ 34.72%
$134.53 - $152.5 $2.11M - $2.4M
61K $8.73M
SCHV
Schwab Strategic Tr Us Large C

ETFs
80.2K
+ 72232.43%
$27.61 - $29.15 $2.21M - $2.34M
80.3K $2.34M
MSFT
Microsoft Corp

Technology
1.84K
+ 2.84%
$491.09 - $535.64 $904K - $986K
66.7K $34.5M
CGXU
Capital Group Intl Focus Equit

ETFs
34.5K
+ 7.23%
$26.49 - $29.62 $913K - $1.02M
511K $15.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
45.7K
+ 11.74%
$30.76 - $33.01 $1.41M - $1.51M
435K $14.3M
IWB
Ishares Tr Russell 1000 ETF

ETFs
5.07K
+ 45.7%
$339.37 - $366.46 $1.72M - $1.86M
16.1K $5.9M
DGRO
Ishares Core Dividend Growth E

ETFs
15.3K
+ 6.4%
$64.12 - $68.08 $980K - $1.04M
254K $17.3M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.25K
+ 16.02%
$459.11 - $506.91 $1.49M - $1.64M
23.5K $11.8M
VIG
Vanguard Dividend Appreciation

ETFs
10.7K
+ 9.9%
N/A
119K $21.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
39.1K
+ 25.19%
$47.86 - $48.43 $1.87M - $1.89M
194K $9.37M
DHI
Horton D R Inc

Consumer Cyclical
837
+ 1.96%
$129.82 - $184.04 $109K - $154K
43.5K $7.37M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
22.8K
+ 6.87%
$78.11 - $79.07 $1.78M - $1.8M
355K $28M
CGGR
Capital Group Growth ETF Shs C

ETFs
24.1K
+ 9.71%
$40.2 - $44.58 $968K - $1.07M
272K $11.9M
SCHG
Schwab Strategic Tr Us Large C

ETFs
56.1K
+ 294.49%
$28.92 - $32.19 $1.62M - $1.81M
75.1K $2.4M
VGIT
Vanguard Intermediate Term Tre

ETFs
29.8K
+ 16.97%
$58.97 - $60.36 $1.76M - $1.8M
205K $12.3M
CRSP
Crispr Therapeutics Ag

Healthcare
4.49K
+ 4.83%
$48.51 - $68.14 $218K - $306K
97.4K $6.31M
IWR
Ishares Russell Mid Cap ETF

ETFs
18.2K
+ 1033.96%
$92.26 - $97.51 $1.68M - $1.78M
20K $1.93M
AZO
Autozone Inc

Consumer Cyclical
5
+ 0.17%
$3649.42 - $4354.54 $18.2K - $21.8K
2.89K $12.4M
UPRO
Proshares Trust Proshares Ultr

ETFs
13.3K
+ 142.5%
$91.26 - $112.39 $1.21M - $1.49M
22.6K $2.52M
NEAR
Blackrock Short Maturity Bond

ETFs
32.1K
+ 694.36%
$50.8 - $51.32 $1.63M - $1.65M
36.8K $1.88M
EFA
Ishares Tr Msci Eafe ETF

ETFs
9.86K
+ 7.0%
$87.29 - $93.61 $860K - $923K
151K $14.1M
SCHA
Schwab Strategic Tr Us Small C

ETFs
49.4K
+ 494.94%
$25.29 - $28.33 $1.25M - $1.4M
59.4K $1.66M
BND
Vanguard Bd Index Fd Inc Total

ETFs
18K
+ 20.15%
$72.57 - $74.72 $1.3M - $1.34M
107K $7.97M
SPYG
Spdr Portfolio

ETFs
2.78K
+ 2.48%
$94.33 - $105.31 $263K - $293K
115K $12M
SCHX
Schwab Strategic Tr Us Large C

ETFs
46.7K
+ 167.94%
$24.46 - $26.5 $1.14M - $1.24M
74.5K $1.96M
HQY
Healthequity, Inc.

Healthcare
16.6K
+ 50.77%
$87.42 - $103.12 $1.45M - $1.71M
49.3K $4.67M
BX
Blackstone Inc.

Financial Services
367
+ 0.67%
$152.77 - $188.68 $56.1K - $69.2K
54.8K $9.36M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
51K
+ 825.34%
$21.69 - $23.34 $1.11M - $1.19M
57.2K $1.33M
ORCL
Oracle Corp

Technology
777
+ 5.26%
$218.96 - $328.33 $170K - $255K
15.5K $4.37M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
43.9K
+ 626.35%
$23.82 - $25.84 $1.05M - $1.13M
50.9K $1.31M
RWL
Invesco Exchange Traded Fd Tr

ETFs
1.22K
+ 0.79%
$102.17 - $110.66 $125K - $135K
155K $17.2M
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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