Ever Source Wealth Advisors, LLC New Holdings in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
20.8K
New
$99.16 - $99.52 $2.06M - $2.07M
20.8K $2.07M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
63.5K
New
$24.73 - $25.62 $1.57M - $1.63M
63.5K $1.62M
CORP
Pimco Investment Grade Corp Bd

ETFs
10.7K
New
$93.89 - $97.32 $1M - $1.04M
10.7K $1.03M
AOA
Ishares Tr Core Aggressive All

ETFs
9.66K
New
$75.7 - $80.01 $731K - $773K
9.66K $738K
EWP
Ishares Inc Msci Spain ETF

ETFs
11.6K
New
$30.96 - $38.87 $360K - $452K
11.6K $442K
EWS
Ishares Inc Msci Singapore ETF

ETFs
17.6K
New
$21.65 - $24.17 $381K - $426K
17.6K $418K
AVLV
American Centy ETF Tr Avantis
4.68K
New
$63.51 - $70.42 $297K - $329K
4.68K $304K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
6.64K
New
$44.81 - $46.22 $297K - $307K
6.64K $299K
CURE
Direxion Daily Healthcare Bull

ETFs
1.85K
New
$92.05 - $115.25 $170K - $213K
1.85K $197K
SMB
Vaneck Short Muni ETF

ETFs
10.2K
New
$17.08 - $17.25 $174K - $176K
10.2K $174K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.56K
New
$39.97 - $48.7 $142K - $173K
3.56K $142K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
6.18K
New
$21.79 - $23.09 $135K - $143K
6.18K $135K
IBOC
International Bancshares Corp

Financial Services
2K
New
$60.62 - $67.91 $121K - $136K
2K $126K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.22K
New
$78.0 - $84.37 $94.9K - $103K
1.22K $97K
ERX
Direxion Daily Energy Bull 2 X

ETFs
1.4K
New
$54.72 - $66.61 $76.6K - $93.3K
1.4K $91K
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
1.7K
New
$49.33 - $67.55 $83.9K - $115K
1.7K $88K
SHYD
Vaneck Short High Yield Muni E

ETFs
3.75K
New
$22.46 - $22.9 $84.1K - $85.8K
3.75K $84K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
2.42K
New
$32.8 - $60.14 $79.3K - $145K
2.42K $84K
LTL
Proshares Ultra Telecommunicat

ETFs
1K
New
$78.95 - $98.09 $79K - $98.1K
1K $81K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1K
New
$65.49 - $74.67 $65.5K - $74.7K
1K $71K
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
1.6K
New
$30.57 - $37.36 $48.9K - $59.8K
1.6K $55K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
5.2K
New
$8.72 - $11.64 $45.3K - $60.5K
5.2K $53K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
687
New
$73.27 - $96.21 $50.3K - $66.1K
687 $50K
PFFA
Etfis Ser Tr I

ETFs
2K
New
$21.21 - $22.3 $42.4K - $44.6K
2K $42K
FLIN
Franklin Templeton ETF Tr

ETFs
1.08K
New
$34.0 - $38.4 $36.6K - $41.3K
1.08K $39K
AEHA
Aesther Healthcare Acquisition Corp.

Financial Services
5.44K
New
N/A
5.44K $36K
CMPS
Compass Pathways PLC

Healthcare
3.63K
New
N/A
3.63K $30K
PWZ
Invesco California Amt Free Mu

ETFs
1.23K
New
$23.68 - $24.72 $29.1K - $30.3K
1.23K $29K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
549
New
$52.31 - $54.02 $28.7K - $29.7K
549 $29K
FLCH
Franklin Templeton ETF Tr

ETFs
1.37K
New
$17.31 - $22.91 $23.6K - $31.3K
1.37K $29K
ILCV
Ishares Morningstar Value ETF

ETFs
352
New
$79.37 - $85.24 $27.9K - $30K
352 $28K
JHPI
John Hancock ETF Preferred Inc

ETFs
1.22K
New
$22.23 - $22.87 $27.1K - $27.9K
1.22K $27K
SIVR
Abrdn Silver ETF Trust

ETFs
825
New
$28.07 - $32.82 $23.2K - $27.1K
825 $26K
LVHI
Franklin International Low Vol

ETFs
779
New
$30.53 - $32.85 $23.8K - $25.6K
779 $25K
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
395
New
$55.12 - $62.6 $21.8K - $24.7K
395 $22K
FLTW
Franklin Templeton ETF Tr

ETFs
470
New
$43.23 - $48.94 $20.3K - $23K
470 $20K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
195
New
$105.24 - $117.4 $20.5K - $22.9K
195 $20K
IYT
Ishares Tr U.S. Transportation

ETFs
300
New
$63.37 - $73.39 $19K - $22K
300 $19K
CMF
Ishares California Muni Bond E

ETFs
351
New
$55.93 - $57.47 $19.6K - $20.2K
351 $19K
ILF
Ishares Latin America 40 ETF

ETFs
796
New
$20.87 - $24.43 $16.6K - $19.4K
796 $18K
DAN
Dana Inc

Consumer Cyclical
1.33K
New
$11.27 - $16.88 $14.9K - $22.4K
1.33K $17K
FDLO
Fidelity Covington Tr Low Vola

ETFs
278
New
$59.43 - $63.22 $16.5K - $17.6K
278 $16K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
570
New
$28.08 - $32.97 $16K - $18.8K
570 $16K
VUSE
ETF Ser Solutions

ETFs
252
New
$55.51 - $62.63 $14K - $15.8K
252 $14K
KBWB
Invesco ETF Tr Ii Kbw Bank ETF

ETFs
226
New
$60.05 - $72.21 $13.6K - $16.3K
226 $14K
OMI
Owens & Minor Inc

Healthcare
1.27K
New
$6.22 - $15.07 $7.9K - $19.1K
1.27K $11K
FLKR
Franklin Templeton ETF Tr

ETFs
557
New
$17.48 - $19.91 $9.74K - $11.1K
557 $10K
AUTL
Autolus Therapeutics PLC

Healthcare
6.11K
New
$1.55 - $2.68 $9.47K - $16.4K
6.11K $9K
DHS
Wisdomtree Tr U.S

ETFs
98
New
$91.55 - $99.74 $8.97K - $9.77K
98 $9K
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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