Ever Source Wealth Advisors, LLC Reduced Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-118K
- 46.92%
$75.29 - $91.16 $8.87M - $10.7M
133K $12M
AAPL
Apple Inc.

Technology
-24K
- 11.9%
$172.42 - $223.89 $4.14M - $5.38M
178K $36.5M
COP
Conocophillips

Energy
-43.3K
- 64.09%
$82.66 - $106.1 $3.58M - $4.6M
24.3K $2.18M
CVX
Chevron Corp

Energy
-20.2K
- 30.89%
$133.73 - $168.51 $2.7M - $3.4M
45.2K $6.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-11.2K
- 80.07%
$320.42 - $424.58 $3.59M - $4.76M
2.79K $1.18M
AMGN
Amgen Inc

Healthcare
-8.48K
- 27.76%
$262.28 - $309.85 $2.22M - $2.63M
22.1K $6.16M
IWD
Ishares Russell 1000 Val ETF

ETFs
-12.1K
- 80.46%
$166.82 - $194.23 $2.02M - $2.35M
2.94K $570K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-33.4K
- 7.63%
$47.46 - $55.3 $1.58M - $1.84M
404K $22.3M
VONV
Vanguard Russell 1000 Value Et

ETFs
-19.3K
- 99.73%
$73.19 - $85.21 $1.42M - $1.65M
52 $4K
VONG
Vanguard Russell 1000 Growth E

ETFs
-17.4K
- 88.05%
$82.51 - $109.2 $1.44M - $1.9M
2.36K $258K
IWP
Ishares Russell Mid Cap Growth

ETFs
-13K
- 85.83%
$104.34 - $138.68 $1.36M - $1.81M
2.15K $298K
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.79K
- 17.71%
$496.48 - $617.85 $2.38M - $2.96M
22.2K $13.7M
HD
Home Depot, Inc.

Consumer Cyclical
-3.5K
- 11.97%
$335.24 - $380.78 $1.17M - $1.33M
25.7K $9.44M
WPC
W. P. Carey Inc.

Real Estate
-18.8K
- 87.81%
$56.12 - $64.53 $1.06M - $1.21M
2.61K $162K
PG
Procter & Gamble CO

Consumer Defensive
-6.16K
- 33.43%
$157.66 - $172.39 $971K - $1.06M
12.3K $1.95M
TPR
Tapestry, Inc.

Consumer Cyclical
-16.7K
- 74.66%
$60.6 - $87.81 $1.01M - $1.46M
5.65K $496K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-4.07K
- 98.74%
$224.16 - $285.86 $911K - $1.16M
52 $14K
JNJ
Johnson & Johnson

Healthcare
-4.95K
- 25.18%
$146.36 - $159.82 $724K - $790K
14.7K $2.25M
IWS
Ishares Russell Midcap Value E

ETFs
-8.15K
- 63.13%
$110.58 - $132.14 $901K - $1.08M
4.76K $628K
UPRO
Proshares Trust Proshares Ultr

ETFs
-14.5K
- 60.83%
$50.65 - $91.44 $733K - $1.32M
9.33K $852K
VGLT
Vanguard Long Term Treasury Et

ETFs
-14.7K
- 29.69%
$53.66 - $58.71 $787K - $861K
34.7K $1.95M
CSL
Carlisle Companies Inc

Industrials
-2.58K
- 92.56%
$317.1 - $408.5 $817K - $1.05M
207 $77K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
-6.73K
- 68.94%
$96.11 - $173.53 $647K - $1.17M
3.03K $526K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-17.6K
- 22.47%
$45.12 - $46.23 $795K - $814K
60.8K $2.81M
HYD
Vaneck High Yield Muni ETF

ETFs
-15.2K
- 57.28%
$49.08 - $51.35 $747K - $781K
11.4K $569K
AMH
American Homes 4 Rent

Real Estate
-12.6K
- 6.8%
$32.8 - $39.31 $413K - $495K
173K $6.23M
WSO
Watsco Inc

Industrials
-920
- 18.16%
$421.84 - $520.66 $388K - $479K
4.15K $1.83M
D
Dominion Energy, Inc

Utilities
-12.5K
- 65.6%
$49.66 - $58.0 $622K - $727K
6.57K $371K
DUK
Duke Energy Corp

Utilities
-4.5K
- 32.81%
$112.46 - $124.05 $506K - $558K
9.22K $1.09M
VHT
Vanguard Health Care ETF

ETFs
-2.04K
- 65.02%
$236.71 - $261.92 $482K - $533K
1.1K $271K
MCD
Mcdonalds Corp

Consumer Cyclical
-1.46K
- 24.4%
$285.55 - $321.23 $418K - $470K
4.54K $1.33M
BOND
Pimco Active Bond Exchange Tra

ETFs
-5.82K
- 35.49%
$89.87 - $92.93 $523K - $541K
10.6K $975K
MUB
Ishares National Muni Bond ETF

ETFs
-5.05K
- 38.67%
$102.31 - $105.8 $517K - $535K
8.01K $836K
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
-101K
- 93.3%
$3.97 - $5.84 $402K - $592K
7.28K $36K
REET
Ishares Global Reit ETF

ETFs
-21K
- 75.38%
$21.59 - $25.16 $454K - $529K
6.87K $169K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-7.97K
- 4.3%
$51.14 - $57.0 $407K - $454K
177K $10.1M
PPG
Ppg Industries Inc

Basic Materials
-4.38K
- 70.56%
$91.66 - $115.04 $402K - $504K
1.83K $208K
VCYT
Veracyte, Inc.

Healthcare
-15.6K
- 97.83%
$26.39 - $32.62 $412K - $509K
346 $9K
ABBV
Abb Vie Inc.

Healthcare
-973
- 8.42%
$170.16 - $206.27 $166K - $201K
10.6K $1.96M
TPHD
Timothy Plan High Divid Stk Et

ETFs
-12.3K
- 13.86%
$32.99 - $38.01 $407K - $469K
76.7K $2.9M
XLV
Select Sector Spdr Fund Health

ETFs
-2.27K
- 17.81%
$128.77 - $144.3 $292K - $327K
10.5K $1.41M
XLE
Energy Sector Spdr

ETFs
-3.01K
- 14.61%
$76.44 - $94.13 $230K - $283K
17.6K $1.49M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-4.22K
- 40.12%
$104.23 - $134.39 $439K - $566K
6.29K $845K
CHH
Choice Hotels International Inc

Consumer Cyclical
-2.69K
- 63.65%
$117.49 - $134.0 $316K - $361K
1.54K $195K
TNA
Direxion Daily Small Cap Bull

ETFs
-12.4K
- 99.33%
$19.12 - $33.54 $237K - $416K
84 $2K
CLX
Clorox CO

Consumer Defensive
-2.22K
- 69.48%
$118.01 - $148.69 $262K - $331K
977 $117K
CORP
Pimco Investment Grade Corp Bd

ETFs
-3.67K
- 34.37%
$94.14 - $97.31 $346K - $358K
7.02K $682K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-6.57K
- 55.89%
$45.88 - $54.4 $301K - $357K
5.18K $281K
VNLA
Janus Henderson Short Duration

ETFs
-6.61K
- 12.93%
$48.74 - $49.2 $322K - $325K
44.5K $2.19M
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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