Ever Source Wealth Advisors, LLC Portfolio Holdings
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
Ever Source Wealth Advisors, LLC has filed its 13F form on June 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $1.25 Billion distributed in 8230 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Developed Market with a value of $51.9M, Vanguard Growth ETF with a value of $45.7M, Vanguard Value ETF with a value of $44.7M, Apple Inc. with a value of $32.5M, and Spdr Bloomberg 1 3 Month T Bil with a value of $30.8M.
Examining the 13F form we can see an increase of $122M in the current position value, from $1.12B to 1.25B. Also it can be appreciated an additional of 426 stocks purchases and 2 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 Under $50 Millions
Summary
- Portfolio
- No. of Stocks 8,230
- Current Value $1.25 Billion
- Prior Value $1.12 Billion
- Filing
- Period Q1 2024
- Filing Date June 11, 2024
- Form Type 13F-HR/A
- Activity in Q1 2024
- New Purchases 426 stocks
- Additional Purchases 1,327 stocks
- Sold out of 2 stocks
- Reduced holdings in 683 stocks