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.
Portfolio value
$1.25 Billion
ETFs: $699 Million
Technology: $139 Million
Consumer Cyclical: $93.4 Million
Financial Services: $92.8 Million
Industrials: $45.5 Million
Healthcare: $41.2 Million
Communication Services: $40.7 Million
Energy: $35.6 Million
Other: $54.6 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions