Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$118B
$13.4 Million 0.69% of portfolio
100,391
Q2 2025 Added 2.9%
$123B
$8.14 Million 0.42% of portfolio
54,392
Q2 2025 Added 1.69%
$0
$7.51 Million 0.39% of portfolio
1,016,015
Q2 2025 Added 1.44%
$280M
$2.99 Million 0.15% of portfolio
298,539
Q1 2025 Added 5,757.15%
$0
$915,000 0.05% of portfolio
30,416
Q3 2024 Added 55.35%
$52.6B
$730,000 0.04% of portfolio
1,369
Q2 2025 Added 19.77%
$0
$652,000 0.03% of portfolio
25,730
Q2 2025 Added 164.52%
$0
$540,000 0.03% of portfolio
44,176
Q2 2025 Added 996.72%
$84.7B
$404,000 0.02% of portfolio
4,438
Q2 2025 Added 40.22%
$30.1B
$368,000 0.02% of portfolio
2,128
Q2 2025 Reduced 1.71%
$0
$340,000 0.02% of portfolio
18,644
Q2 2025 Added 0.12%
$7.35B
$318,000 0.02% of portfolio
8,207
Q2 2025 Added 431.89%
$0
$226,000 0.01% of portfolio
10,308
Q2 2025 Added 2.85%
$10.1B
$204,000 0.01% of portfolio
12,946
Q2 2025 Added 181.43%
$0
$195,000 0.01% of portfolio
9,399
Q2 2025 Added 0.01%
$20B
$180,000 0.01% of portfolio
2,278
Q2 2025 Added 96.21%
$21.5B
$161,000 0.01% of portfolio
4,558
Q2 2025 Added 58.82%
$0
$153,000 0.01% of portfolio
12,182
Q2 2025 Reduced 0.06%
$24.2B
$149,000 0.01% of portfolio
1,546
Q2 2025 Added 44.76%
$5.52B
$141,000 0.01% of portfolio
994
Q2 2025 Reduced 28.44%
$0
$138,000 0.01% of portfolio
14,703
Q4 2024 Added 97.28%
$11.7B
$134,000 0.01% of portfolio
1,499
Q2 2025 Added 49.01%
$0
$133,000 0.01% of portfolio
16,645
Q3 2024 Added 17.67%
$0
$114,000 0.01% of portfolio
11,745
Q1 2025 Reduced 2.08%
$41.1B
$113,000 0.01% of portfolio
1,067
Q2 2025 Added 36.1%
$3.13B
$112,000 0.01% of portfolio
2,545
Q2 2025 Added 91.5%
$3.7B
$106,000 0.01% of portfolio
2,616
Q2 2025 Added 0.08%
$80.7B
$104,000 0.01% of portfolio
738
Q2 2025 Added 0.41%
$0
$99,000 0.01% of portfolio
25,000
Q2 2024 New
$0
$94,000 0.0% of portfolio
5,000
Q1 2025 Added 25.0%
$0
$93,000 0.0% of portfolio
6,700
Q2 2024 Added 204.55%
$0
$90,000 0.0% of portfolio
2,500
Q2 2024 New
$0
$87,000 0.0% of portfolio
22,992
Q2 2025 Added 819.68%
$0
$84,000 0.0% of portfolio
20,000
Q2 2025 Added 25.0%
$0
$81,000 0.0% of portfolio
12,000
Q2 2025 Added 20.0%
$23B
$79,000 0.0% of portfolio
1,554
Q2 2025 Added 31.92%
$0
$77,000 0.0% of portfolio
5,000
Q2 2024 New
$0
$76,000 0.0% of portfolio
7,500
Q1 2025 Added 25.0%
$0
$73,000 0.0% of portfolio
4,000
Q2 2024 New
$0
$70,000 0.0% of portfolio
10,000
Q4 2024 Added 25.0%
$4.68B
$69,000 0.0% of portfolio
1,567
Q2 2025 Added 76.46%
$3.78B
$68,000 0.0% of portfolio
1,236
Q2 2025 Added 332.17%
$914M
$64,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$0
$63,000 0.0% of portfolio
8,250
Q1 2025 Added 10.0%
$0
$62,000 0.0% of portfolio
2,750
Q2 2024 New
$0
$62,000 0.0% of portfolio
5,000
Q1 2025 Reduced 7.9%
$631M
$61,000 0.0% of portfolio
2,787
Q2 2025 Added 18.14%
$0
$59,000 0.0% of portfolio
10,500
Q1 2025 Added 10.53%
$8.87B
$55,000 0.0% of portfolio
281
Q2 2025 Added 89.86%
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