Ever Source Wealth Advisors, LLC Portfolio Holdings
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Ever Source Wealth Advisors, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 11742 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $67.8M, Vanguard Ftse Developed Market with a value of $57.6M, Vanguard Value ETF with a value of $54.2M, Apple Inc. with a value of $53.6M, and Ishares Gold Trust with a value of $34M.
Examining the 13F form we can see an increase of $176M in the current position value, from $1.48B to 1.65B.
Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
ETFs: $916 Million
Technology: $215 Million
Financial Services: $128 Million
Consumer Cyclical: $120 Million
Communication Services: $53.3 Million
Industrials: $52.2 Million
Healthcare: $40.4 Million
Energy: $37.3 Million
Other: $73.2 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 11,742
- Current Value $1.65 Billion
- Prior Value $1.48 Billion
- Filing
- Period Q4 2024
- Filing Date February 07, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 839 stocks
- Additional Purchases 1,820 stocks
- Sold out of 0 stocks
- Reduced holdings in 727 stocks