Ever Source Wealth Advisors, LLC Options Holdings

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Occidental Pete Corp Cll Opt
CALL
$0
3K
Q2 2025
New holding
Spdr S&P 500 ETF Tr Put Opt
PUT
$0
3.2K
Q1 2025
New holding
Alphabet Inc Cll Opt
CALL
$0
200
Q1 2025
New holding
Energy Transfer L P Cll Opt
CALL
$0
5.5K
Q2 2025
New holding
Coinbase Global Inc Put Opt
PUT
$0
200
Q2 2025
New holding
Flagstar Financial Inc Cll Opt
CALL
$0
9.9K
Q2 2025
New holding
Coreweave Inc Cll Opt
CALL
$0
500
Q2 2025
New holding
Oracle Corp Put Opt
PUT
$0
900
Q2 2025
New holding

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
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