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
FISV
Fiserv Inc

Technology
-604
- 13.91%
N/A
3.74K $467K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-2.01K
- 39.35%
$40.94 - $52.1 $82.2K - $105K
3.09K $161K
JKHY
Henry Jack & Associates Inc

Technology
-378
- 16.73%
$163.54 - $186.02 $61.8K - $70.3K
1.88K $339K
XLP
Consumer Staples Sector Spdr

ETFs
-917
- 34.68%
N/A
1.73K $131K
ZWS
Zurn Water Solutions Corp

Industrials
-2.85K
- 29.53%
$28.5 - $37.54 $81.2K - $107K
6.8K $248K
EFX
Equifax Inc

Industrials
-398
- 18.7%
$205.5 - $280.54 $81.8K - $112K
1.73K $448K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.13K
- 12.58%
$70.7 - $82.14 $79.7K - $92.6K
7.83K $643K
DFIS
Dimensional ETF Tr Dimensional

ETFs
-3.14K
- 47.84%
$23.2 - $29.84 $72.8K - $93.6K
3.42K $102K
ITW
Illinois Tool Works Inc

Industrials
-263
- 17.27%
$218.41 - $252.43 $57.4K - $66.4K
1.26K $311K
EPD
Enterprise Products Partners L.P.

Energy
-834
- 6.51%
$28.95 - $34.22 $24.1K - $28.5K
12K $371K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-674
- 38.45%
$94.78 - $95.97 $63.9K - $64.7K
1.08K $103K
HLNE
Hamilton Lane Inc

Financial Services
-395
- 28.44%
$126.65 - $175.49 $50K - $69.3K
994 $141K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.79K
- 18.51%
$22.68 - $23.28 $63.2K - $64.9K
12.3K $284K
DTE
Dte Energy CO

Utilities
-407
- 24.44%
$127.39 - $139.49 $51.8K - $56.8K
1.26K $166K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-1.26K
- 83.33%
$49.57 - $50.27 $62.2K - $63.1K
251 $12K
SAIA
Saia Inc

Industrials
-54
- 8.64%
$236.65 - $374.8 $12.8K - $20.2K
571 $156K
EMB
Ishares Tr

ETFs
-815
- 12.2%
$86.54 - $92.62 $70.5K - $75.5K
5.86K $543K
QCOM
Qualcomm Inc

Technology
-738
- 7.37%
$124.66 - $159.48 $92K - $118K
9.27K $1.48M
FOR
Forestar Group Inc.

Real Estate
-2.77K
- 68.5%
$18.45 - $21.41 $51.1K - $59.3K
1.28K $25K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-2.45K
- 79.33%
$20.99 - $23.93 $51.3K - $58.5K
637 $14K
SHW
Sherwin Williams CO

Basic Materials
-133
- 5.63%
$313.51 - $363.51 $41.7K - $48.3K
2.23K $765K
ACN
Accenture PLC

Technology
-67
- 2.21%
$279.23 - $323.21 $18.7K - $21.7K
2.96K $884K
IWR
Ishares Russell Mid Cap ETF

ETFs
-759
- 30.12%
$74.88 - $91.97 $56.8K - $69.8K
1.76K $161K
EQH
Equitable Holdings, Inc.

Financial Services
-1.12K
- 38.57%
$43.98 - $56.1 $49.3K - $62.8K
1.78K $100K
NDSN
Nordson Corp

Industrials
-318
- 20.16%
$167.51 - $223.5 $53.3K - $71.1K
1.26K $269K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.67K
- 8.0%
$26.18 - $26.93 $43.6K - $44.9K
19.2K $511K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-650
- 65.0%
$62.08 - $73.58 $40.4K - $47.8K
350 $23K
APD
Air Products & Chemicals, Inc.

Basic Materials
-90
- 5.35%
$248.61 - $294.96 $22.4K - $26.5K
1.59K $449K
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-1.12K
- 91.34%
N/A
106 $4K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-341
- 2.67%
$121.58 - $136.74 $41.5K - $46.6K
12.4K $1.69M
PCG
Pg&E Corp

Utilities
-230
- 1.95%
$13.55 - $17.87 $3.12K - $4.11K
11.6K $161K
VBK
Vanguard Small Cap Growth ETF

ETFs
-168
- 84.85%
$219.76 - $276.94 $36.9K - $46.5K
30 $8K
EMGF
Ishares Msci Emerging Markets

ETFs
-968
- 47.47%
$41.37 - $52.07 $40K - $50.4K
1.07K $55K
GLDM
World Gold Trust

ETFs
-673
- 61.63%
$58.96 - $67.97 $39.7K - $45.7K
419 $27K
CNP
Centerpoint Energy Inc

Utilities
-1.17K
- 15.85%
$35.5 - $39.05 $41.6K - $45.7K
6.22K $228K
IYH
Ishares Tr

ETFs
-588
- 44.01%
$53.97 - $60.17 $31.7K - $35.4K
748 $42K
TGT
Target Corp

Consumer Defensive
-318
- 25.26%
$88.76 - $105.77 $28.2K - $33.6K
941 $92K
THO
Thor Industries Inc

Consumer Cyclical
-825
- 31.0%
$64.83 - $89.72 $53.5K - $74K
1.84K $163K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-661
- 57.03%
$57.14 - $72.68 $37.8K - $48K
498 $36K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-479
- 17.06%
$60.77 - $68.5 $29.1K - $32.8K
2.33K $155K
CIVI
Civitas Resources, Inc.

Energy
-820
- 54.3%
$24.28 - $35.09 $19.9K - $28.8K
690 $18K
XLRE
Select Sector Spdr Tr Real Est

ETFs
-814
- 43.86%
$37.08 - $42.26 $30.2K - $34.4K
1.04K $43K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-496
- 22.43%
$180.84 - $240.32 $89.7K - $119K
1.72K $412K
TPHE
Timothy Plan High Divid Stk En

ETFs
-1.19K
- 25.75%
$22.51 - $25.91 $26.9K - $30.9K
3.44K $86K
GRC
Gorman Rupp CO

Industrials
-886
- 96.62%
$31.36 - $39.03 $27.8K - $34.6K
31 $1K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-3.22K
- 60.35%
$8.45 - $9.78 $27.2K - $31.5K
2.12K $20K
BCC
Boise Cascade CO

Basic Materials
-269
- 37.73%
$83.96 - $102.07 $22.6K - $27.5K
444 $38K
HUBS
Hubspot Inc

Technology
-45
- 12.43%
$487.07 - $672.24 $21.9K - $30.3K
317 $176K
CLF
Cleveland Cliffs Inc.

Basic Materials
-3.48K
- 65.92%
$5.83 - $8.88 $20.3K - $30.9K
1.8K $13K
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
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