Ever Source Wealth Advisors, LLC Incresed Positions in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
30.8K
+ 15.24%
$94.31 - $157.99 $2.9M - $4.86M
233K $36.8M
VUG
Vanguard Growth ETF

ETFs
6.88K
+ 4.11%
$329.49 - $438.4 $2.27M - $3.02M
174K $76.4M
AVGO
Broadcom Inc.

Technology
7.14K
+ 8.19%
$146.29 - $275.65 $1.04M - $1.97M
94.3K $26M
QQQ
Invesco Qqq Trust, Series 1

ETFs
17.8K
+ 208.39%
$416.06 - $551.64 $7.41M - $9.83M
26.4K $14.5M
PLTR
Palantir Technologies Inc.

Technology
1.64K
+ 0.92%
$74.01 - $144.25 $121K - $236K
180K $24.6M
MSFT
Microsoft Corp

Technology
2.97K
+ 4.8%
$354.56 - $497.45 $1.05M - $1.48M
64.8K $32.2M
HOOD
Robinhood Markets, Inc.

Technology
87.5K
+ 3477.97%
$34.17 - $93.63 $2.99M - $8.19M
90K $8.43M
VTI
Vanguard Total Stock Market Et

ETFs
14.4K
+ 19.83%
$243.75 - $303.93 $3.5M - $4.37M
86.8K $26.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
133K
+ 23.62%
$29.12 - $35.84 $3.87M - $4.77M
696K $25M
DFSD
Dimensional ETF Tr Short Durat

ETFs
122K
+ 364.12%
$47.09 - $48.01 $5.74M - $5.85M
155K $7.45M
META
Meta Platforms, Inc.

Communication Services
2.53K
+ 14.09%
$484.66 - $738.09 $1.23M - $1.87M
20.5K $15.1M
MSTR
Microstrategy Inc

Technology
603
+ 1.88%
$237.95 - $421.61 $143K - $254K
32.7K $13.2M
VTV
Vanguard Value ETF

ETFs
13.7K
+ 4.4%
$153.67 - $176.74 $2.11M - $2.43M
326K $57.6M
IAU
Ishares Gold Trust

ETFs
18.9K
+ 2.65%
$56.1 - $64.74 $1.06M - $1.22M
732K $45.7M
IWB
Ishares Tr Russell 1000 ETF

ETFs
10.4K
+ 1561.62%
$272.36 - $339.57 $2.84M - $3.54M
11.1K $3.76M
HQY
Healthequity, Inc.

Healthcare
32.5K
+ 20981.29%
$76.77 - $113.06 $2.5M - $3.68M
32.7K $3.42M
CGUS
Capital Group Core Equity ETF
60.7K
+ 18.86%
$29.93 - $36.93 $1.82M - $2.24M
383K $14.1M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
76.2K
+ 179.0%
$41.1 - $42.37 $3.13M - $3.23M
119K $5.02M
CGXU
Capital Group Intl Focus Equit

ETFs
73.9K
+ 18.33%
$21.44 - $27.35 $1.58M - $2.02M
477K $12.9M
CGGR
Capital Group Growth ETF Shs C

ETFs
40.1K
+ 19.32%
$30.53 - $40.65 $1.23M - $1.63M
248K $10.1M
DGRO
Ishares Core Dividend Growth E

ETFs
38.4K
+ 19.17%
$55.22 - $63.94 $2.12M - $2.46M
239K $15.3M
IVV
Ishares Core S&P 500 ETF

ETFs
1.61K
+ 6.04%
$498.8 - $620.9 $804K - $1M
28.3K $17.6M
DFIC
Dimensional ETF Tr Dimensional

ETFs
43.7K
+ 12.63%
$24.94 - $31.15 $1.09M - $1.36M
390K $12.1M
SPYG
Spdr Portfolio

ETFs
9.54K
+ 9.29%
$71.83 - $95.32 $685K - $909K
112K $10.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6.36K
+ 45.76%
$483.48 - $539.8 $3.07M - $3.43M
20.3K $9.84M
NFLX
Netflix Inc

Communication Services
255
+ 4.99%
$855.86 - $1339.13 $218K - $341K
5.37K $7.18M
PPA
Invesco Exchange Traded Fd Tr

ETFs
16.7K
+ 2714.42%
$105.2 - $141.69 $1.76M - $2.37M
17.4K $2.46M
AMAT
Applied Materials Inc

Technology
1.82K
+ 3.44%
$126.95 - $183.52 $231K - $334K
54.8K $10M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
47.9K
+ 38.07%
$36.25 - $42.28 $1.74M - $2.02M
174K $7.34M
EFA
Ishares Tr Msci Eafe ETF

ETFs
12.5K
+ 9.76%
$72.96 - $90.39 $914K - $1.13M
141K $12.6M
AMCR
Amcor PLC

Consumer Cyclical
227K
+ 3717.83%
$8.57 - $9.81 $1.95M - $2.23M
234K $2.15M
KKR
Kkr & Co. Inc.

Financial Services
2.83K
+ 2.9%
$92.79 - $134.29 $262K - $380K
100K $13.4M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
26.7K
+ 87.1%
$55.54 - $69.09 $1.48M - $1.84M
57.3K $3.96M
DIHP
Dimensional ETF Tr Dimensional

ETFs
58.1K
+ 56.07%
$24.32 - $29.74 $1.41M - $1.73M
162K $4.77M
DUHP
Dimensional ETF Tr Dimensional

ETFs
41.6K
+ 21.31%
$29.36 - $35.56 $1.22M - $1.48M
237K $8.43M
VGSH
Vanguard

ETFs
31.5K
+ 25.92%
$58.32 - $58.95 $1.84M - $1.86M
153K $8.99M
FANG
Diamondback Energy, Inc.

Energy
17.8K
+ 64.74%
$119.25 - $161.49 $2.12M - $2.87M
45.3K $6.22M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
37.5K
+ 80.09%
$48.13 - $49.85 $1.81M - $1.87M
84.4K $4.14M
RWL
Invesco Exchange Traded Fd Tr

ETFs
10.4K
+ 7.22%
$89.02 - $104.29 $923K - $1.08M
154K $16.1M
JPM
Jpmorgan Chase & CO

Financial Services
985
+ 3.01%
$210.28 - $289.91 $207K - $286K
33.7K $9.77M
KEX
Kirby Corp

Industrials
10.8K
+ 31.0%
$87.32 - $114.99 $939K - $1.24M
45.5K $5.16M
CRSP
Crispr Therapeutics Ag

Healthcare
8.06K
+ 9.5%
$31.27 - $48.64 $252K - $392K
92.9K $4.52M
NET
Cloudflare, Inc.

Technology
7.93K
+ 1253.24%
$97.08 - $195.83 $770K - $1.55M
8.57K $1.68M
SYM
Symbotic Inc.

Financial Services
38.7K
+ 19831.28%
$17.5 - $38.85 $677K - $1.5M
38.9K $1.51M
DISV
Dimensional ETF Tr Dimensional

ETFs
39.2K
+ 1893.29%
$25.93 - $32.91 $1.02M - $1.29M
41.3K $1.36M
CYBR
Cyber Ark Software Ltd.

Technology
2.72K
+ 106.51%
$305.98 - $406.88 $831K - $1.1M
5.26K $2.14M
SNOW
Snowflake Inc.

Technology
3.68K
+ 63.65%
$130.53 - $223.77 $481K - $824K
9.47K $2.12M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
3.48K
+ 43.67%
$141.37 - $228.57 $492K - $795K
11.4K $2.59M
PANW
Palo Alto Networks Inc

Technology
2.21K
+ 9.29%
$152.44 - $204.64 $337K - $452K
26K $5.32M
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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