Ever Source Wealth Advisors, LLC Portfolio Holdings
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 10,570
- Current Value $1.66 Billion
- Prior Value $1.65 Billion
- Filing
- Period Q1 2025
- Filing Date May 13, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 489 stocks
- Additional Purchases 2,206 stocks
- Sold out of 5 stocks
- Reduced holdings in 996 stocks