Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$107B
$11.3 Million 0.68% of portfolio
97,564
Q1 2025 Reduced 0.48%
$0
$7.55 Million 0.46% of portfolio
1,001,543
Q1 2025 Added 14.66%
$101B
$7.48 Million 0.45% of portfolio
53,488
Q1 2025 Added 1.73%
$276M
$2.86 Million 0.17% of portfolio
298,539
Q1 2025 Added 5,757.15%
$0
$864,000 0.05% of portfolio
30,416
Q3 2024 Added 55.35%
$55.1B
$553,000 0.03% of portfolio
1,143
Q1 2025 Added 10.76%
$29B
$317,000 0.02% of portfolio
2,165
Q1 2025 Reduced 0.14%
$0
$301,000 0.02% of portfolio
18,622
Q1 2025 Added 0.11%
$72.7B
$265,000 0.02% of portfolio
3,165
Q1 2025 Added 144.4%
$0
$234,000 0.01% of portfolio
9,727
Q1 2025 Reduced 14.88%
$0
$222,000 0.01% of portfolio
10,022
Q1 2025 Reduced 10.3%
$5.66B
$206,000 0.01% of portfolio
1,389
Q1 2025 Added 2,336.84%
$0
$196,000 0.01% of portfolio
9,398
Q1 2025 Reduced 51.12%
$0
$147,000 0.01% of portfolio
12,189
Q1 2025 Reduced 0.13%
$0
$137,000 0.01% of portfolio
14,703
Q4 2024 Added 97.28%
$0
$132,000 0.01% of portfolio
16,645
Q3 2024 Added 17.67%
$3.96B
$100,000 0.01% of portfolio
2,614
Q1 2025 Added 0.11%
$81.4B
$100,000 0.01% of portfolio
735
Q1 2025 Added 76.26%
$0
$99,000 0.01% of portfolio
5,000
Q1 2025 Added 25.0%
$21.7B
$98,000 0.01% of portfolio
1,068
Q1 2025 Reduced 30.96%
$19.1B
$97,000 0.01% of portfolio
1,161
Q1 2025 Added 61.7%
$0
$97,000 0.01% of portfolio
25,000
Q2 2024 New
$0
$96,000 0.01% of portfolio
6,700
Q2 2024 Added 204.55%
$21.3B
$90,000 0.01% of portfolio
2,870
Q1 2025 Added 74.79%
$0
$86,000 0.01% of portfolio
7,500
Q1 2025 Added 25.0%
$0
$82,000 0.0% of portfolio
4,000
Q2 2024 New
$0
$81,000 0.0% of portfolio
5,000
Q2 2024 New
$0
$81,000 0.0% of portfolio
2,500
Q2 2024 New
$11.4B
$78,000 0.0% of portfolio
1,006
Q1 2025 Added 16.98%
$0
$75,000 0.0% of portfolio
16,000
Q2 2024 New
$22.9B
$74,000 0.0% of portfolio
754
Q1 2025 Added 52.63%
$36.4B
$70,000 0.0% of portfolio
784
Q1 2025 Reduced 46.88%
$6.74B
$69,000 0.0% of portfolio
4,600
Q1 2025 Added 23.09%
$0
$69,000 0.0% of portfolio
10,000
Q4 2024 Added 25.0%
$918M
$67,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$0
$66,000 0.0% of portfolio
8,250
Q1 2025 Added 10.0%
$0
$65,000 0.0% of portfolio
10,000
Q4 2024 Added 11.11%
$0
$62,000 0.0% of portfolio
10,500
Q1 2025 Added 10.53%
$0
$62,000 0.0% of portfolio
5,000
Q1 2025 Reduced 7.9%
$0
$60,000 0.0% of portfolio
2,750
Q2 2024 New
$6.09B
$55,000 0.0% of portfolio
1,543
Q1 2025 Reduced 17.57%
$572M
$52,000 0.0% of portfolio
2,359
Q1 2025 Reduced 0.25%
$4.39B
$52,000 0.0% of portfolio
931
Q1 2025 Reduced 14.04%
$16.9B
$51,000 0.0% of portfolio
1,178
Q1 2025 Added 10.82%
$2.79B
$51,000 0.0% of portfolio
1,329
Q1 2025 Added 111.62%
$0
$51,000 0.0% of portfolio
5,342
Q1 2024 Added 11.69%
$0
$46,000 0.0% of portfolio
4,028
Q4 2022 New
$0
$45,000 0.0% of portfolio
2,155
Q1 2025 Reduced 2.05%
$0
$44,000 0.0% of portfolio
4,250
Q4 2024 Reduced 32.89%
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