Ever Source Wealth Advisors, LLC Portfolio Holdings
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
Ever Source Wealth Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.95 Billion distributed in 12073 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $76.4M, Vanguard Ftse Developed Market with a value of $63M, Vanguard Value ETF with a value of $57.6M, Ishares Gold Trust with a value of $45.7M, and Nvidia Corp with a value of $36.8M.
Examining the 13F form we can see an increase of $290M in the current position value, from $1.66B to 1.95B.
Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.95 Billion
ETFs: $1.03 Billion
Technology: $279 Million
Financial Services: $160 Million
Consumer Cyclical: $126 Million
Industrials: $72.7 Million
Communication Services: $63.1 Million
Healthcare: $61.6 Million
Energy: $40.8 Million
Other: $85.3 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 12,073
- Current Value $1.95 Billion
- Prior Value $1.66 Billion
- Filing
- Period Q2 2025
- Filing Date August 13, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 419 stocks
- Additional Purchases 2,750 stocks
- Sold out of 0 stocks
- Reduced holdings in 740 stocks