Ever Source Wealth Advisors, LLC Reduced Holdings in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-12K
- 5.62%
$209.68 - $247.1 $2.52M - $2.97M
202K $44.8M
VHT
Vanguard Health Care ETF

ETFs
-33.9K
- 91.55%
$254.06 - $273.83 $8.62M - $9.29M
3.13K $828K
VNQ
Vanguard Specialized Funds Van

ETFs
-89.8K
- 96.15%
$85.55 - $94.34 $7.68M - $8.47M
3.59K $325K
IYW
Ishares Dj Us Tech ETF

ETFs
-42.2K
- 86.84%
$140.44 - $166.79 $5.93M - $7.04M
6.4K $898K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-6.53K
- 11.55%
$507.05 - $563.67 $3.31M - $3.68M
50K $25.7M
IIIV
I3 Verticals, Inc.

Technology
-179K
- 97.23%
$23.2 - $29.67 $4.15M - $5.31M
5.09K $125K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-47.1K
- 94.63%
$85.29 - $92.57 $4.02M - $4.36M
2.67K $243K
COST
Costco Wholesale Corp

Consumer Defensive
-4.68K
- 43.59%
$890.62 - $1076.86 $4.16M - $5.03M
6.05K $5.72M
GOOGL
Alphabet Inc.

Communication Services
-1.05K
- 0.98%
$154.33 - $206.19 $162K - $217K
106K $16.4M
PPG
Ppg Industries Inc

Basic Materials
-31.6K
- 83.58%
$107.44 - $124.29 $3.4M - $3.93M
6.21K $679K
GOOG
Alphabet Inc.

Communication Services
-8.39K
- 14.83%
$156.06 - $207.71 $1.31M - $1.74M
48.2K $7.53M
KKR
Kkr & Co. Inc.

Financial Services
-474
- 0.48%
$108.17 - $167.07 $51.3K - $79.2K
97.6K $11.3M
MARA
Marathon Digital Holdings, Inc.

Financial Services
-133K
- 98.88%
N/A
1.51K $33K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-23.8K
- 7.57%
$91.45 - $91.75 $2.17M - $2.18M
290K $26.6M
PLTR
Palantir Technologies Inc.

Technology
-45.7K
- 20.37%
$64.98 - $124.62 $2.97M - $5.7M
179K $15.1M
SPYG
Spdr Portfolio

ETFs
-12.5K
- 10.88%
$80.05 - $92.39 $1M - $1.16M
103K $8.25M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-6.38K
- 31.45%
$442.66 - $534.52 $2.82M - $3.41M
13.9K $7.4M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-23K
- 77.2%
$65.27 - $71.18 $1.5M - $1.64M
6.79K $450K
AAAU
Goldman Sachs Physical Gold ETF

ETFs
-57.6K
- 99.42%
$26.05 - $30.88 $1.5M - $1.78M
336 $10K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-13.1K
- 87.56%
$105.1 - $109.61 $1.38M - $1.43M
1.86K $202K
TJX
Tjx Companies Inc

Consumer Cyclical
-11.6K
- 57.02%
$112.81 - $126.16 $1.31M - $1.47M
8.75K $1.07M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.96K
- 12.3%
$360.07 - $417.26 $707K - $819K
14K $5.05M
VB
Vanguard Small Cap ETF

ETFs
-1.27K
- 2.2%
$217.89 - $252.64 $276K - $320K
56.2K $12.5M
FDX
Fedex Corp

Industrials
-4.45K
- 64.77%
$230.33 - $281.53 $1.03M - $1.25M
2.42K $590K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-30.6K
- 26.42%
$41.17 - $45.22 $1.26M - $1.38M
85.2K $3.61M
IWN
Ishares Russell2000 Val ETF

ETFs
-7.14K
- 52.03%
$149.27 - $169.4 $1.07M - $1.21M
6.59K $994K
CACC
Credit Acceptance Corp

Financial Services
-2.63K
- 92.79%
$440.44 - $525.64 $1.16M - $1.38M
204 $105K
EMB
Ishares Tr

ETFs
-13.1K
- 66.21%
$88.64 - $92.03 $1.16M - $1.2M
6.68K $605K
HYG
Ishares Tr

ETFs
-14.3K
- 56.44%
$78.51 - $80.11 $1.13M - $1.15M
11.1K $872K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-13.6K
- 59.26%
$75.99 - $81.58 $1.03M - $1.11M
9.36K $716K
TQQQ
Proshares Ultrapro Qqq

ETFs
-12.2K
- 81.89%
$57.3 - $90.39 $700K - $1.1M
2.7K $154K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-16.5K
- 12.18%
$73.78 - $76.59 $1.22M - $1.26M
119K $9.1M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5.56K
- 27.03%
$182.82 - $196.21 $1.02M - $1.09M
15K $2.83M
CCL
Carnival Corp

Consumer Cyclical
-31.4K
- 48.45%
$19.08 - $28.49 $599K - $894K
33.4K $651K
HD
Home Depot, Inc.

Consumer Cyclical
-687
- 2.3%
$347.25 - $424.87 $239K - $292K
29.2K $10.7M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.46K
- 20.38%
$183.02 - $207.75 $633K - $718K
13.5K $2.52M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-6.98K
- 47.74%
$114.57 - $118.14 $799K - $824K
7.64K $902K
BRK-A
Berkshire Hathaway Inc

Financial Services
-2
- 28.57%
$663000.0 - $801950.0 $1.33M - $1.6M
5 $3.99M
TNA
Direxion Daily Small Cap Bull

ETFs
-14.4K
- 53.62%
$28.89 - $46.57 $417K - $672K
12.5K $365K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-772
- 8.28%
$468.34 - $539.52 $362K - $417K
8.55K $4.01M
MUB
Ishares National Muni Bond ETF

ETFs
-6.74K
- 34.03%
$104.71 - $107.69 $706K - $726K
13.1K $1.38M
EXPD
Expeditors International Of Washington Inc

Industrials
-6.58K
- 88.46%
$109.09 - $126.48 $718K - $832K
858 $103K
BAC
Bank Of America Corp

Financial Services
-14.5K
- 28.65%
$39.61 - $47.74 $574K - $691K
36.1K $1.5M
SBUX
Starbucks Corp

Consumer Cyclical
-8.12K
- 66.43%
$91.75 - $115.81 $745K - $940K
4.1K $402K
SCHW
Schwab Charles Corp

Financial Services
-10.3K
- 44.66%
$71.24 - $83.64 $732K - $860K
12.7K $997K
MCD
Mcdonalds Corp

Consumer Cyclical
-2.82K
- 31.97%
$279.74 - $321.29 $789K - $906K
6K $1.87M
ACN
Accenture PLC

Technology
-1.59K
- 34.51%
$300.91 - $398.25 $480K - $635K
3.03K $943K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-11.5K
- 4.59%
$77.7 - $78.94 $894K - $908K
239K $18.9M
ABT
Abbott Laboratories

Healthcare
-7.64K
- 37.25%
$111.1 - $140.22 $848K - $1.07M
12.9K $1.71M
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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