Ever Source Wealth Advisors, LLC has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.48 Billion distributed in 9186 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $61.3M, Vanguard Ftse Developed Market with a value of $59.8M, Vanguard Value ETF with a value of $50.6M, Apple Inc. with a value of $47.5M, and Ishares Gold Trust with a value of $32.7M.
Examining the 13F form we can see an decrease of $20.7M in the current position value, from $1.5B to 1.48B.
Also it can be appreciated an additional of 113 stocks purchases and 9 closed positions.
Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.48 Billion
ETFs: $820 Million
Technology: $180 Million
Financial Services: $115 Million
Consumer Cyclical: $104 Million
Industrials: $51.6 Million
Communication Services: $46.9 Million
Healthcare: $46.3 Million
Energy: $36.3 Million
Other: $68.4 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
