Ever Source Wealth Advisors, LLC Portfolio Holdings
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
Ever Source Wealth Advisors, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $1.5 Billion distributed in 9115 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $130M, Vanguard Growth ETF with a value of $57M, Vanguard Ftse Developed Market with a value of $55.3M, Vanguard Value ETF with a value of $44.3M, and Apple Inc. with a value of $43.5M.
Examining the 13F form we can see an increase of $252M in the current position value, from $1.25B to 1.5B.
Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.5 Billion
ETFs: $761 Million
Technology: $290 Million
Financial Services: $99.8 Million
Consumer Cyclical: $96.6 Million
Communication Services: $48.5 Million
Industrials: $47.7 Million
Healthcare: $44.9 Million
Energy: $38.7 Million
Other: $63.9 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 9,115
- Current Value $1.5 Billion
- Prior Value $1.25 Billion
- Filing
- Period Q2 2024
- Filing Date August 13, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 305 stocks
- Additional Purchases 1,599 stocks
- Sold out of 0 stocks
- Reduced holdings in 580 stocks