Ever Source Wealth Advisors, LLC Sells in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.36K
- 31.54%
$102.49 - $119.96 $447K - $523K
9.46K $989K
IWM
Ishares Russell 2000 ETF

ETFs
-2.4K
- 42.5%
$198.1 - $229.79 $475K - $551K
3.24K $646K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-7.26K
- 99.93%
$81.83 - $82.73 $594K - $600K
5 $0
MGK
Vanguard Mega Cap Growth ETF

ETFs
-131
- 0.85%
$307.43 - $357.48 $40.3K - $46.8K
15.2K $4.7M
NKE
Nike, Inc.

Consumer Cyclical
-6.8K
- 62.14%
$63.29 - $81.72 $430K - $555K
4.14K $262K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.5K
- 15.81%
$165.25 - $224.62 $247K - $336K
7.97K $1.32M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-21.8K
- 76.89%
$23.92 - $26.89 $522K - $587K
6.56K $169K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-15K
- 97.28%
$36.44 - $62.12 $548K - $934K
420 $26K
PAVE
Global X Fds Us Infrastructure

ETFs
-12.3K
- 94.92%
$37.31 - $43.82 $459K - $539K
659 $24K
PEP
Pepsico Inc

Consumer Defensive
-3.15K
- 33.33%
$142.64 - $156.42 $449K - $493K
6.3K $945K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-14.3K
- 6.06%
$44.68 - $46.49 $640K - $666K
222K $10.3M
SCHO
Schwab Short Term Us Treasury

ETFs
-17.7K
- 34.34%
$24.1 - $24.34 $427K - $431K
33.8K $823K
TPHD
Timothy Plan High Divid Stk Et

ETFs
-14.2K
- 13.78%
$36.09 - $38.27 $513K - $545K
89K $3.35M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-3.47K
- 99.66%
$105.28 - $121.93 $366K - $423K
12 $1K
PAM
Pampa Energy Inc.

Utilities
-4.43K
- 82.49%
$73.44 - $94.88 $325K - $420K
940 $72K
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.06K
- 34.82%
$111.56 - $223.11 $119K - $237K
1.99K $222K
AI
C3.Ai, Inc.

Technology
-10.2K
- 81.45%
$20.92 - $36.93 $212K - $375K
2.31K $48K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-3.19K
- 19.99%
$128.74 - $138.67 $411K - $443K
12.8K $1.73M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-1.05K
- 1.12%
$59.61 - $66.71 $62.5K - $70K
93K $5.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.26K
- 8.54%
$57.21 - $65.8 $187K - $215K
35K $2.04M
CLH
Clean Harbors Inc

Industrials
-32
- 0.32%
$188.14 - $246.1 $6.02K - $7.88K
10.1K $1.99M
IDV
Ishares Tr

ETFs
-17.9K
- 29.93%
$27.0 - $31.7 $482K - $566K
41.8K $1.3M
YPF
Ypf Sociedad Anonima

Energy
-7.37K
- 74.67%
$31.56 - $46.03 $232K - $339K
2.5K $87K
AMH
American Homes 4 Rent

Real Estate
-10.7K
- 5.48%
$34.43 - $37.81 $370K - $406K
185K $7.01M
BMA
Macro Bank Inc.

Financial Services
-3.15K
- 73.26%
$75.51 - $115.85 $238K - $365K
1.15K $86K
GGAL
Grupo Financiero Galicia Sa

Financial Services
-4.97K
- 68.13%
$54.11 - $72.22 $269K - $359K
2.33K $126K
VXF
Vanguard Extended Market ETF

ETFs
-1.07K
- 13.39%
$170.36 - $201.04 $182K - $215K
6.91K $1.19M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-6.47K
- 99.98%
$47.59 - $48.35 $308K - $313K
1 $0
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-709
- 40.49%
$408.78 - $448.82 $290K - $318K
1.04K $437K
VTV
Vanguard Value ETF

ETFs
-8.03K
- 2.51%
$167.73 - $179.21 $1.35M - $1.44M
312K $53.9M
AVB
Avalonbay Communities Inc

Real Estate
-1.23K
- 69.87%
$207.86 - $228.08 $255K - $280K
529 $113K
BA
Boeing CO

Industrials
-1.28K
- 17.48%
$148.15 - $186.25 $190K - $239K
6.06K $1.03M
VCIT
Vanguard Intermediate Term Cor

ETFs
-3.7K
- 14.44%
$79.17 - $82.04 $293K - $304K
21.9K $1.79M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-4.18K
- 50.32%
$63.91 - $70.19 $267K - $293K
4.13K $277K
GS
Goldman Sachs Group Inc

Financial Services
-220
- 4.44%
$524.81 - $672.19 $115K - $148K
4.73K $2.58M
VONG
Vanguard Russell 1000 Growth E

ETFs
-419
- 2.07%
$92.71 - $107.38 $38.8K - $45K
19.8K $1.84M
ENSG
Ensign Group, Inc

Healthcare
-1.87K
- 85.24%
$125.4 - $148.86 $234K - $278K
323 $41K
SPMD
Spdr Portfolio

ETFs
-4.52K
- 94.3%
$50.21 - $57.73 $227K - $261K
273 $13K
VGLT
Vanguard Long Term Treasury Et

ETFs
-6.43K
- 11.52%
$53.99 - $58.43 $347K - $376K
49.4K $2.85M
URTH
Ishares Msci World ETF

ETFs
-1.56K
- 99.62%
$151.24 - $164.09 $235K - $255K
6 $0
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
-2.97K
- 4.54%
$36.14 - $40.81 $107K - $121K
62.4K $2.31M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-9.01K
- 23.58%
$21.75 - $24.28 $196K - $219K
29.2K $644K
IWP
Ishares Russell Mid Cap Growth

ETFs
-785
- 4.92%
$114.9 - $139.6 $90.2K - $110K
15.2K $1.78M
DFAT
Dimensional ETF Tr U S Target

ETFs
-107
- 0.19%
$50.44 - $58.1 $5.4K - $6.22K
55K $2.83M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-280
- 12.46%
$522.96 - $601.18 $146K - $168K
1.97K $1.05M
PFE
Pfizer Inc

Healthcare
-7.44K
- 21.0%
$25.01 - $27.13 $186K - $202K
28K $709K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-332
- 7.46%
$254.58 - $302.92 $84.5K - $101K
4.12K $1.05M
FOUR
Shift4 Payments, Inc.

Technology
-2.17K
- 95.33%
$81.71 - $125.66 $177K - $272K
106 $8K
EQIX
Equinix Inc

Real Estate
-189
- 35.59%
$803.0 - $959.97 $152K - $181K
342 $278K
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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