Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116B
$14.5 Million 0.88% of portfolio
98,038
Q4 2024 Reduced 0.31%
$116B
$9.07 Million 0.55% of portfolio
52,578
Q4 2024 Reduced 0.36%
$0
$6.51 Million 0.39% of portfolio
873,513
Q4 2024 Added 5.63%
$0
$722,000 0.04% of portfolio
30,416
Q3 2024 Added 55.35%
$57.7B
$549,000 0.03% of portfolio
1,032
Q4 2024 Added 1.28%
$0
$417,000 0.03% of portfolio
19,225
Q4 2024 Added 96.66%
$30.9B
$383,000 0.02% of portfolio
2,168
Q4 2024 Added 3.34%
$0
$329,000 0.02% of portfolio
18,602
Q4 2024 Added 0.11%
$0
$244,000 0.01% of portfolio
11,173
Q4 2024 Added 0.25%
$0
$230,000 0.01% of portfolio
11,427
Q2 2023 Added 12.68%
$24.5B
$174,000 0.01% of portfolio
1,547
Q4 2024 Added 284.83%
$0
$155,000 0.01% of portfolio
12,205
Q2 2024 Reduced 0.13%
$36.6B
$144,000 0.01% of portfolio
1,476
Q4 2024 Added 5.28%
$0
$130,000 0.01% of portfolio
16,645
Q3 2024 Added 17.67%
$0
$125,000 0.01% of portfolio
14,703
Q4 2024 Added 97.28%
$0
$105,000 0.01% of portfolio
11,995
Q4 2024 Added 10.2%
$3.51B
$96,000 0.01% of portfolio
2,611
Q4 2024 Added 0.08%
$0
$96,000 0.01% of portfolio
6,700
Q2 2024 Added 204.55%
$0
$96,000 0.01% of portfolio
25,000
Q2 2024 New
$0
$81,000 0.0% of portfolio
16,000
Q2 2024 New
$0
$80,000 0.0% of portfolio
5,000
Q2 2024 New
$7.07B
$79,000 0.0% of portfolio
1,872
Q4 2024 Added 48.69%
$0
$79,000 0.0% of portfolio
2,500
Q2 2024 New
$0
$75,000 0.0% of portfolio
3,596
Q1 2024 New
$0
$75,000 0.0% of portfolio
4,000
Q2 2024 New
$0
$73,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$0
$73,000 0.0% of portfolio
10,000
Q4 2024 Added 25.0%
$11.1B
$70,000 0.0% of portfolio
860
Q4 2024 Added 25.0%
$0
$69,000 0.0% of portfolio
10,000
Q4 2024 Added 11.11%
$94.1B
$68,000 0.0% of portfolio
417
Q4 2024 Reduced 3.7%
$0
$66,000 0.0% of portfolio
5,429
Q4 2023 Added 1,165.5%
$0
$66,000 0.0% of portfolio
7,500
Q4 2024 Added 15.38%
$0
$66,000 0.0% of portfolio
6,000
Q3 2024 Added 9.09%
$8.12B
$65,000 0.0% of portfolio
3,737
Q4 2024 Added 133.42%
$972M
$64,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$0
$63,000 0.0% of portfolio
9,500
Q3 2024 Added 11.76%
$4.72B
$63,000 0.0% of portfolio
1,083
Q4 2023 Reduced 74.71%
$0
$57,000 0.0% of portfolio
2,750
Q2 2024 New
$21.6B
$55,000 0.0% of portfolio
718
Q4 2024 Added 4.21%
$18.8B
$53,000 0.0% of portfolio
1,063
Q4 2024 Added 171.17%
$0
$52,000 0.0% of portfolio
5,342
Q1 2024 Added 11.69%
$0
$52,000 0.0% of portfolio
2,200
Q2 2024 Added 340.0%
$650M
$51,000 0.0% of portfolio
2,365
Q4 2024 Added 1.07%
$23.7B
$50,000 0.0% of portfolio
494
Q4 2024 Added 82.96%
$0
$50,000 0.0% of portfolio
2,101
Q4 2024 Added 0.62%
$21.5B
$49,000 0.0% of portfolio
1,642
Q4 2024 Added 25.06%
$0
$48,000 0.0% of portfolio
2,000
Q2 2024 New
$0
$44,000 0.0% of portfolio
4,250
Q4 2024 Reduced 32.89%
$559M
$44,000 0.0% of portfolio
2,038
Q4 2022 New
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