Ever Source Wealth Advisors, LLC Incresed Positions in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
177K
+ 67.71%
$53.6 - $58.97 $9.46M - $10.4M
437K $23.9M
EFA
Ishares Tr Msci Eafe ETF

ETFs
107K
+ 496.93%
$74.85 - $84.89 $7.99M - $9.07M
128K $10.5M
IAU
Ishares Gold Trust

ETFs
25.5K
+ 3.71%
$49.74 - $58.96 $1.27M - $1.5M
713K $42.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
11.4K
+ 73.49%
$551.42 - $612.93 $6.31M - $7.02M
27K $15.1M
DFIC
Dimensional ETF Tr Dimensional

ETFs
162K
+ 87.66%
$25.54 - $28.79 $4.13M - $4.65M
346K $9.61M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
58.2K
+ 20.83%
$76.94 - $78.28 $4.47M - $4.55M
337K $26.4M
BND
Vanguard Bd Index Fd Inc Total

ETFs
51.2K
+ 237.2%
$71.17 - $73.66 $3.64M - $3.77M
72.7K $5.34M
JEPI
J P Morgan Exchange Traded Fd

ETFs
64.4K
+ 53.27%
$56.17 - $59.71 $3.62M - $3.85M
185K $10.6M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
31.2K
+ 14.16%
$78.97 - $85.82 $2.46M - $2.67M
251K $20.8M
PGR
Progressive Corp

Financial Services
1.04K
+ 1.59%
$235.61 - $291.22 $244K - $302K
66.1K $18.7M
ASML
Asml Holding Nv

Technology
4.79K
+ 64.18%
$662.63 - $776.99 $3.17M - $3.72M
12.2K $8.11M
CRSP
Crispr Therapeutics Ag

Healthcare
84.7K
+ 49248.84%
$34.03 - $53.02 $2.88M - $4.49M
84.9K $2.89M
BRDG
Bridge Investment Group Holdings Inc.

Financial Services
293K
+ 5757.15%
$7.2 - $10.6 $2.11M - $3.11M
299K $2.86M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
20.6K
+ 75.49%
$126.11 - $135.06 $2.59M - $2.78M
47.8K $6.16M
MSTR
Microstrategy Inc

Technology
9.37K
+ 41.26%
$239.27 - $396.5 $2.24M - $3.72M
32.1K $9.25M
DFAE
Dimensional ETF Tr

ETFs
101K
+ 319.64%
$24.64 - $26.86 $2.5M - $2.72M
133K $3.44M
CGUS
Capital Group Core Equity ETF
85.6K
+ 36.21%
$33.08 - $36.62 $2.83M - $3.14M
322K $10.8M
KEX
Kirby Corp

Industrials
21.2K
+ 156.16%
$95.1 - $112.81 $2.01M - $2.39M
34.7K $3.51M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
50.1K
+ 140.18%
$39.61 - $42.65 $1.99M - $2.14M
85.9K $3.5M
CGCP
Capital Group Core Plus Income

ETFs
83.2K
+ 25.8%
$21.94 - $22.64 $1.83M - $1.88M
406K $9.11M
AMGN
Amgen Inc

Healthcare
1.48K
+ 5.11%
$258.59 - $327.36 $384K - $486K
30.5K $9.52M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
38.3K
+ 95.48%
$44.72 - $46.25 $1.71M - $1.77M
78.4K $3.61M
AZO
Autozone Inc

Consumer Cyclical
25
+ 0.91%
$3193.96 - $3828.11 $79.8K - $95.7K
2.79K $10.6M
BOND
Pimco Active Bond Exchange Tra

ETFs
15.4K
+ 1492.62%
$89.27 - $92.9 $1.37M - $1.43M
16.4K $1.52M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
63.5K
+ 12.7%
$32.42 - $36.13 $2.06M - $2.29M
563K $18.6M
IVV
Ishares Core S&P 500 ETF

ETFs
3.28K
+ 14.01%
$554.06 - $615.85 $1.82M - $2.02M
26.7K $15M
XLV
Select Sector Spdr Fund Health

ETFs
7.15K
+ 127.78%
$137.61 - $149.68 $984K - $1.07M
12.7K $1.86M
DGRO
Ishares Core Dividend Growth E

ETFs
16.3K
+ 8.82%
$60.46 - $64.42 $983K - $1.05M
201K $12.4M
PFN
Pimco Income Strategy Fund Ii

Financial Services
128K
+ 14.66%
$7.41 - $7.64 $949K - $978K
1M $7.55M
LLY
Eli Lilly & CO

Healthcare
999
+ 24.71%
$725.72 - $929.72 $725K - $929K
5.04K $4.16M
CGGR
Capital Group Growth ETF Shs C

ETFs
43K
+ 26.1%
$33.98 - $39.84 $1.46M - $1.71M
208K $7.12M
COP
Conocophillips

Energy
5.86K
+ 9.5%
$88.6 - $105.85 $520K - $621K
67.6K $7.1M
XOM
Exxon Mobil Corp

Energy
4.46K
+ 14.07%
$105.44 - $118.93 $470K - $531K
36.2K $4.3M
V
Visa Inc.

Financial Services
732
+ 4.06%
$306.92 - $362.71 $225K - $266K
18.7K $6.57M
FANG
Diamondback Energy, Inc.

Energy
5.99K
+ 27.9%
$139.9 - $180.18 $839K - $1.08M
27.5K $4.39M
KO
Coca Cola CO

Consumer Defensive
9.98K
+ 61.75%
$60.81 - $72.32 $607K - $722K
26.1K $1.87M
UPRO
Proshares Trust Proshares Ultr

ETFs
13.4K
+ 128.8%
$71.19 - $99.29 $954K - $1.33M
23.8K $1.76M
NFLX
Netflix Inc

Communication Services
665
+ 14.96%
$828.4 - $1058.6 $551K - $704K
5.11K $4.77M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14.7K
+ 17.49%
$50.87 - $51.09 $746K - $749K
98.5K $5.03M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.55K
+ 93.33%
$100.34 - $100.68 $758K - $760K
15.6K $1.57M
RWL
Invesco Exchange Traded Fd Tr

ETFs
5.56K
+ 4.03%
$96.9 - $104.39 $539K - $581K
144K $14.3M
AVDE
American Centy ETF Tr Avantis

ETFs
6.4K
+ 9.76%
$60.63 - $68.55 $388K - $439K
71.9K $4.77M
QUAL
Ishares Msci Usa Quality Facto

ETFs
4.68K
+ 60.07%
$168.16 - $186.21 $787K - $872K
12.5K $2.13M
VSLU
ETF Opportunities Tr Applied F
24.6K
+ 28.39%
$34.73 - $38.17 $854K - $938K
111K $3.89M
TPR
Tapestry, Inc.

Consumer Cyclical
9.12K
+ 69.16%
$65.63 - $89.21 $599K - $814K
22.3K $1.57M
MBB
Ishares Tr

ETFs
4.96K
+ 4.36%
$90.37 - $94.08 $448K - $466K
119K $11.1M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.4K
+ 1548.28%
$67.03 - $74.61 $694K - $773K
11K $749K
META
Meta Platforms, Inc.

Communication Services
1.58K
+ 9.65%
$576.36 - $736.67 $909K - $1.16M
17.9K $10.3M
JNJ
Johnson & Johnson

Healthcare
1.86K
+ 10.48%
$142.06 - $167.7 $265K - $312K
19.6K $3.26M
Activity Summary
Buys All Purchases 2695 New Holdings 489 Increased Positions 2206 Sells All Sells 1001 Reductions 996 Sold out 5 Options Calls 1 Puts 1
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