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
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-431
- 1.26%
$22.42 - $23.22 $9.66K - $10K
33.9K $780K
CTVA
Corteva, Inc.

Basic Materials
-111
- 6.57%
$55.94 - $66.15 $6.21K - $7.34K
1.58K $99K
TME
Tencent Music Entertainment Group

Communication Services
-162
- 8.98%
$10.28 - $15.09 $1.67K - $2.44K
1.64K $23K
BKH
Black Hills Corp

Utilities
-39
- 1.34%
$55.74 - $61.86 $2.17K - $2.41K
2.88K $174K
UL
Unilever PLC

Consumer Defensive
-15
- 0.86%
$54.72 - $60.29 $821 - $904
1.72K $102K
PHYS
Sprott Physical Gold Trust

Financial Services
-1.7K
- 14.88%
$20.25 - $24.06 $34.4K - $40.9K
9.73K $234K
BVN
Buenaventura Mining CO Inc

Basic Materials
-5
- 0.59%
$11.97 - $15.79 $59.9 - $78.9
836 $13K
HDB
Hdfc Bank LTD

Financial Services
-18
- 0.73%
$58.06 - $66.85 $1.05K - $1.2K
2.44K $162K
OR
Osisko Gold Royalties LTD

Basic Materials
-32
- 1.62%
$17.92 - $21.16 $573 - $677
1.94K $40K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-35
- 0.4%
$44.41 - $45.98 $1.55K - $1.61K
8.78K $400K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1
- 0.01%
$51.52 - $52.37 $51.5 - $52.4
8.47K $443K
CAPL
Cross America Partners LP

Energy
-83
- 2.22%
$21.88 - $24.57 $1.82K - $2.04K
3.65K $89K
VNET
Vnet Group, Inc.

Technology
-355
- 11.5%
$4.95 - $14.68 $1.76K - $5.21K
2.73K $22K
APD
Air Products & Chemicals, Inc.

Basic Materials
-3
- 0.18%
$283.24 - $338.07 $850 - $1.01K
1.68K $496K
XPEV
Xpeng Inc.

Consumer Cyclical
-594
- 23.68%
$11.55 - $26.34 $6.86K - $15.6K
1.91K $39K
DNP
Dnp Select Income Fund Inc

Financial Services
-250
- 2.08%
$8.93 - $9.92 $2.23K - $2.48K
11.7K $116K
JKHY
Henry Jack & Associates Inc

Technology
-25
- 1.09%
$166.47 - $191.28 $4.16K - $4.78K
2.26K $412K
CHTR
Charter Communications, Inc.

Communication Services
-9
- 1.45%
$334.89 - $384.77 $3.01K - $3.46K
613 $225K
EFAX
Spdr Index Shs Fds Msci Eafe F

ETFs
-186
- 2.56%
$39.43 - $44.62 $7.33K - $8.3K
7.09K $304K
ITA
Ishares Tr

ETFs
-19
- 0.82%
$144.84 - $159.5 $2.75K - $3.03K
2.31K $353K
EGO
Eldorado Gold Corp

Basic Materials
-41
- 0.47%
$13.41 - $16.82 $550 - $690
8.62K $145K
KWEB
Kraneshares Tr Csi China Inter

ETFs
-400
- 7.27%
$27.29 - $38.29 $10.9K - $15.3K
5.11K $178K
ROL
Rollins Inc

Consumer Cyclical
-1.56K
- 11.8%
$45.65 - $54.03 $71.4K - $84.4K
11.7K $631K
VONV
Vanguard Russell 1000 Value Et

ETFs
-34
- 0.17%
$80.21 - $86.14 $2.73K - $2.93K
19.4K $1.6M
WPC
W. P. Carey Inc.

Real Estate
-2.82K
- 11.63%
$53.5 - $65.05 $151K - $183K
21.4K $1.35M
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
-11.6K
- 22.8%
$9.49 - $14.83 $110K - $173K
39.4K $536K
AZN
Astrazeneca PLC

Healthcare
-5
- 0.08%
$65.37 - $77.96 $327 - $390
5.93K $435K
XLE
Energy Sector Spdr

ETFs
-1.33K
- 6.07%
$85.7 - $93.96 $114K - $125K
20.6K $1.92M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-54
- 0.51%
$67.08 - $76.14 $3.62K - $4.11K
10.6K $781K
MA
Mastercard Inc

Financial Services
-163
- 2.38%
$504.67 - $576.31 $82.3K - $93.9K
6.67K $3.66M
WRB
Berkley W R Corp

Financial Services
-494
- 5.73%
$56.7 - $71.27 $28K - $35.2K
8.12K $577K
SLV
I Shares Silver Trust

ETFs
-2.75K
- 7.77%
$26.93 - $31.32 $74.1K - $86.2K
32.7K $1.01M
DFAX
Dimensional ETF Tr
-4.08K
- 2.85%
$24.45 - $27.2 $99.8K - $111K
139K $3.65M
WELL
Welltower Inc.

Real Estate
-83
- 2.21%
$124.05 - $156.86 $10.3K - $13K
3.67K $562K
BERY
Berry Global Group, Inc.

Consumer Cyclical
-435
- 1.67%
$64.35 - $73.03 $28K - $31.8K
25.7K $1.79M
JPM
Jpmorgan Chase & CO

Financial Services
-59
- 0.18%
$225.19 - $279.95 $13.3K - $16.5K
32.7K $8.02M
RTX
Raytheon Technologies Corp

Industrials
-360
- 2.77%
$114.1 - $135.66 $41.1K - $48.8K
12.6K $1.67M
VGIT
Vanguard Intermediate Term Tre

ETFs
-612
- 0.35%
$57.44 - $59.4 $35.2K - $36.4K
175K $10.4M
GDXU
Bank Of Montreal

ETFs
-6.19K
- 32.7%
$28.63 - $59.76 $177K - $370K
12.7K $760K
GLD
Spdr Gold Trust

ETFs
-581
- 5.94%
$243.19 - $288.14 $141K - $167K
9.2K $2.65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-4.83K
- 1.02%
$42.5 - $46.71 $205K - $225K
466K $21.1M
CVS
Cvs Health Corp

Healthcare
-210
- 1.29%
$44.22 - $68.64 $9.29K - $14.4K
16.1K $1.09M
DFIV
Dimensional ETF Tr

ETFs
-20
- 0.02%
$35.33 - $40.77 $707 - $815
104K $4.08M
CVX
Chevron Corp

Energy
-1.74K
- 2.59%
$146.71 - $167.97 $255K - $292K
65.4K $10.9M
VEA
Vanguard Ftse Developed Market

ETFs
-18.7K
- 1.55%
$47.4 - $52.99 $886K - $991K
1.18M $60.2M
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email