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
GOOG
Alphabet Inc.

Communication Services
1.22K
+ 2.54%
$146.58 - $180.01 $179K - $220K
49.4K $8.77M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
12.3K
+ 105.93%
$96.84 - $99.46 $1.19M - $1.23M
24K $2.38M
BND
Vanguard Bd Index Fd Inc Total

ETFs
16.4K
+ 22.6%
$72.02 - $73.82 $1.18M - $1.21M
89.2K $6.57M
VB
Vanguard Small Cap ETF

ETFs
1.55K
+ 2.75%
$193.73 - $237.37 $299K - $367K
57.7K $13.7M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
2.89K
+ 435.44%
$299.15 - $396.54 $864K - $1.14M
3.55K $1.41M
AVUV
American Centy ETF Tr Avantis

ETFs
11.9K
+ 49.69%
$75.17 - $91.21 $891K - $1.08M
35.7K $3.25M
BC
Brunswick Corp

Consumer Cyclical
20.7K
+ 4069.88%
$41.93 - $58.37 $867K - $1.21M
21.2K $1.17M
AVLV
American Centy ETF Tr Avantis
16.3K
+ 348.25%
$56.85 - $68.21 $926K - $1.11M
21K $1.43M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26K
+ 68423.68%
$34.72 - $42.74 $903K - $1.11M
26K $1.11M
AVDE
American Centy ETF Tr Avantis

ETFs
6.86K
+ 9.53%
$59.32 - $74.36 $407K - $510K
78.8K $5.83M
DFIV
Dimensional ETF Tr

ETFs
14.5K
+ 13.99%
$34.67 - $43.21 $502K - $626K
118K $5.06M
VT
Vanguard Total World Stk Index

ETFs
4.03K
+ 11.28%
$103.16 - $128.52 $415K - $518K
39.7K $5.11M
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 2.07%
$81.79 - $99.98 $127K - $156K
76.6K $7.49M
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.05K
+ 11.2%
$52.31 - $63.72 $473K - $577K
89.8K $5.72M
DFAT
Dimensional ETF Tr U S Target

ETFs
13.8K
+ 25.12%
$44.8 - $53.97 $619K - $746K
68.8K $3.71M
GS
Goldman Sachs Group Inc

Financial Services
164
+ 3.47%
$462.22 - $707.75 $75.8K - $116K
4.9K $3.46M
CIEN
Ciena Corp

Technology
4.51K
+ 20.53%
$53.5 - $83.89 $241K - $378K
26.5K $2.15M
RBLX
Roblox Corp

Communication Services
6.33K
+ 247.0%
$51.22 - $105.59 $324K - $669K
8.9K $935K
AVDV
American Centy ETF Tr Avantis

ETFs
4.3K
+ 9.34%
$61.76 - $79.32 $265K - $341K
50.3K $3.99M
PM
Philip Morris International Inc.

Consumer Defensive
2.94K
+ 33.56%
$149.23 - $184.95 $438K - $543K
11.7K $2.13M
COF
Capital One Financial Corp

Financial Services
2.91K
+ 106.06%
$150.57 - $212.76 $437K - $618K
5.64K $1.2M
BX
Blackstone Inc.

Financial Services
904
+ 1.69%
$120.07 - $151.11 $109K - $137K
54.4K $8.14M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3.37K
+ 136.81%
$149.76 - $186.42 $505K - $628K
5.84K $1.09M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.75K
+ 22.03%
$152.42 - $182.82 $419K - $502K
15.2K $2.78M
INCY
Incyte Corp

Healthcare
9.04K
+ 490.5%
$55.17 - $71.22 $498K - $643K
10.9K $740K
CB
Chubb LTD

Financial Services
2.23K
+ 85.55%
$274.32 - $302.46 $612K - $675K
4.84K $1.4M
VRSN
Verisign Inc

Technology
2K
+ 213.14%
$234.49 - $288.8 $468K - $576K
2.93K $846K
LLY
Eli Lilly & CO

Healthcare
1.08K
+ 21.38%
$713.71 - $898.95 $769K - $969K
6.12K $4.77M
TT
Trane Technologies PLC

Industrials
853
+ 38.86%
$315.21 - $437.41 $269K - $373K
3.05K $1.33M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.42K
+ 2.21%
$91.43 - $91.74 $587K - $589K
297K $27.2M
BSX
Boston Scientific Corp

Healthcare
5.17K
+ 104.61%
$89.7 - $107.41 $464K - $556K
10.1K $1.09M
IEMG
Ishares Inc

ETFs
10.9K
+ 57.55%
N/A
29.8K $1.6M
DASH
Door Dash, Inc.

Communication Services
2.03K
+ 158.26%
$163.16 - $246.51 $332K - $501K
3.32K $817K
CSCO
Cisco Systems, Inc.

Technology
5.85K
+ 26.75%
$53.19 - $69.38 $311K - $406K
27.7K $1.92M
MNST
Monster Beverage Corp

Consumer Defensive
8.63K
+ 373.62%
$55.01 - $64.24 $475K - $554K
10.9K $685K
NOW
Service Now, Inc.

Technology
278
+ 24.56%
$721.65 - $1040.18 $201K - $289K
1.41K $1.45M
ADBE
Adobe Inc.

Technology
1.39K
+ 50.51%
$340.0 - $420.68 $471K - $583K
4.13K $1.6M
TLT
Ishares Barclays 20+ Year Trea

ETFs
6.26K
+ 234.18%
$83.97 - $92.85 $526K - $581K
8.94K $788K
BAC
Bank Of America Corp

Financial Services
7.14K
+ 19.81%
$34.39 - $47.46 $246K - $339K
43.2K $2.04M
CEG
Constellation Energy Corp

Utilities
118
+ 2.93%
$170.96 - $322.76 $20.2K - $38.1K
4.15K $1.34M
SCHW
Schwab Charles Corp

Financial Services
3.81K
+ 29.94%
$69.06 - $91.24 $263K - $348K
16.6K $1.51M
EFV
Msci Eafe Value ETF

ETFs
4.5K
+ 9.39%
$52.4 - $64.65 $236K - $291K
52.4K $3.33M
PSLV
Sprott Physical Silver Trust

Financial Services
40.1K
+ 996.72%
$9.98 - $12.51 $401K - $502K
44.2K $540K
INTU
Intuit Inc

Technology
434
+ 51.0%
$544.07 - $787.63 $236K - $342K
1.29K $1.01M
BNDX
Vanguard Total International B

ETFs
4.68K
+ 1.27%
$48.77 - $49.55 $228K - $232K
374K $18.5M
DFAE
Dimensional ETF Tr

ETFs
2.37K
+ 1.78%
$22.87 - $28.95 $54.3K - $68.7K
135K $3.92M
VEEV
Veeva Systems Inc

Healthcare
1.48K
+ 199.73%
$209.39 - $289.94 $310K - $430K
2.22K $640K
ETN
Eaton Corp PLC

Industrials
729
+ 29.82%
$246.52 - $356.99 $180K - $260K
3.17K $1.13M
BKNG
Booking Holdings Inc.

Consumer Cyclical
48
+ 29.63%
$4164.15 - $5789.24 $200K - $278K
210 $1.22M
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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