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
ARES
Ares Management Corp

Financial Services
-37
- 1.71%
$118.04 - $175.83 $4.37K - $6.51K
2.13K $368K
VXF
Vanguard Extended Market ETF

ETFs
-470
- 6.81%
$150.43 - $192.71 $70.7K - $90.6K
6.44K $1.24M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-240
- 3.85%
$91.62 - $116.16 $22K - $27.9K
5.99K $695K
TPLC
Timothy Plan U S Large/Mid Cap

ETFs
-3.34K
- 3.93%
$37.78 - $44.9 $126K - $150K
81.8K $3.67M
MGV
Vanguard Mega Cap Value

ETFs
-210
- 0.57%
$114.87 - $131.25 $24.1K - $27.6K
36.9K $4.84M
AVEM
American Centy ETF Tr Avantis

ETFs
-221
- 2.41%
$53.08 - $68.54 $11.7K - $15.1K
8.93K $612K
VOE
Vanguard Mid Cap Value Index F

ETFs
-209
- 0.8%
$141.87 - $164.49 $29.7K - $34.4K
25.8K $4.25M
DIS
Walt Disney CO

Communication Services
-1.32K
- 14.35%
$81.72 - $124.01 $108K - $164K
7.89K $978K
IYW
Ishares Dj Us Tech ETF

ETFs
-812
- 12.69%
$122.57 - $173.27 $99.5K - $141K
5.59K $968K
IEFA
Ishares Tr

ETFs
-639
- 3.99%
$67.83 - $84.09 $43.3K - $53.7K
15.4K $1.28M
VO
Vanguard Mid Cap ETF

ETFs
-54
- 1.27%
$228.54 - $279.83 $12.3K - $15.1K
4.21K $1.18M
BA
Boeing CO

Industrials
-761
- 12.56%
$136.59 - $217.51 $104K - $166K
5.3K $1.11M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-12
- 0.18%
$108.06 - $135.3 $1.3K - $1.62K
6.75K $913K
IBM
International Business Machines Corp

Technology
-338
- 7.28%
$221.03 - $294.78 $74.7K - $99.6K
4.3K $1.27M
KEP
Korea Electric Power Corp

Utilities
-94
- 0.54%
$7.24 - $14.63 $681 - $1.38K
17.2K $244K
CGGO
Capital Group Global Growth Eq

ETFs
-77
- 0.23%
$25.31 - $32.17 $1.95K - $2.48K
33.6K $1.07M
VOT
Vanguard Mid Cap Growth Index

ETFs
-305
- 5.4%
$216.28 - $284.39 $66K - $86.7K
5.34K $1.52M
VSLU
ETF Opportunities Tr Applied F
-7.49K
- 6.74%
$31.34 - $39.15 $235K - $293K
104K $4.06M
UBER
Uber Technologies, Inc

Technology
-644
- 5.55%
$64.62 - $93.3 $41.6K - $60.1K
11K $1.02M
DFAX
Dimensional ETF Tr
-8.87K
- 6.37%
$23.37 - $29.39 $207K - $261K
130K $3.83M
WFC
Wells Fargo & Company

Financial Services
-177
- 0.75%
$60.98 - $80.12 $10.8K - $14.2K
23.3K $1.87M
BIBL
Northern Lts Fd Tr Iv

ETFs
-1.41K
- 1.66%
$33.5 - $41.33 $47.4K - $58.4K
83.6K $3.46M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-73
- 3.36%
$177.93 - $313.14 $13K - $22.9K
2.1K $657K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-34.6K
- 7.41%
$39.89 - $49.46 $1.38M - $1.71M
432K $21.4M
GE
General Electric CO

Industrials
-1.17K
- 11.75%
$166.81 - $257.39 $195K - $300K
8.77K $2.26M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-149
- 1.05%
$40.51 - $71.03 $6.04K - $10.6K
14K $983K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.14K
- 4.26%
$82.96 - $110.1 $94.7K - $126K
25.7K $2.83M
XLK
Technology Sector Spdr

ETFs
-491
- 4.86%
$179.73 - $253.23 $88.2K - $124K
9.61K $2.43M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
-5.6K
- 3.35%
$27.43 - $34.32 $154K - $192K
161K $5.53M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-2.02K
- 2.17%
$53.65 - $67.02 $108K - $135K
91K $6.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-990
- 6.51%
$273.67 - $366.17 $271K - $363K
14.2K $5.21M
JBL
Jabil Inc

Technology
-37
- 0.48%
$116.88 - $218.1 $4.32K - $8.07K
7.72K $1.68M
ORCL
Oracle Corp

Technology
-2.82K
- 16.06%
$122.82 - $218.63 $347K - $617K
14.8K $3.23M
ASML
Asml Holding Nv

Technology
-567
- 4.63%
$595.37 - $815.24 $338K - $462K
11.7K $9.36M
GOOGL
Alphabet Inc.

Communication Services
-5.36K
- 5.05%
$144.7 - $178.6 $775K - $957K
101K $17.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.42K
- 2.84%
$456.74 - $568.03 $648K - $806K
48.6K $27.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.01K
- 5.84%
$321.63 - $509.31 $326K - $516K
16.4K $8.33M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.47K
- 3.69%
$167.32 - $223.3 $748K - $999K
117K $25.6M
VEA
Vanguard Ftse Developed Market

ETFs
-80.1K
- 6.76%
$45.65 - $57.01 $3.66M - $4.57M
1.1M $63M
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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