Ever Source Wealth Advisors, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $1.66 Billion distributed in 10570 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $62.1M, Vanguard Ftse Developed Market with a value of $60.2M, Vanguard Value ETF with a value of $53.9M, Apple Inc. with a value of $44.8M, and Ishares Gold Trust with a value of $42.1M.
Examining the 13F form we can see an increase of $4.79M in the current position value, from $1.65B to 1.66B.
Also it can be appreciated an additional of 489 stocks purchases and 5 closed positions.
Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.66 Billion
ETFs: $942 Million
Technology: $197 Million
Financial Services: $125 Million
Consumer Cyclical: $109 Million
Industrials: $54.7 Million
Healthcare: $49.7 Million
Communication Services: $48.2 Million
Energy: $42.6 Million
Other: $68.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
