Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$12.8 Million 0.87% of portfolio
98,342
Q3 2024 Reduced 1.1%
$130B
$8.08 Million 0.55% of portfolio
52,769
Q3 2024 Reduced 2.57%
$0
$6.3 Million 0.43% of portfolio
826,917
Q3 2024 Added 3.56%
$0
$744,000 0.05% of portfolio
30,416
Q3 2024 Added 55.35%
$57.8B
$478,000 0.03% of portfolio
1,019
Q3 2024 Added 2.1%
$30.7B
$326,000 0.02% of portfolio
2,098
Q3 2024 Reduced 3.89%
$0
$322,000 0.02% of portfolio
18,582
Q3 2024 Added 0.08%
$0
$233,000 0.02% of portfolio
11,145
Q3 2024 Added 1.13%
$0
$232,000 0.02% of portfolio
11,427
Q2 2023 Added 12.68%
$0
$192,000 0.01% of portfolio
9,776
Q1 2024 Reduced 3.55%
$0
$158,000 0.01% of portfolio
12,205
Q2 2024 Reduced 0.13%
$0
$148,000 0.01% of portfolio
9,408
Q3 2024 Added 0.87%
$0
$134,000 0.01% of portfolio
16,645
Q3 2024 Added 17.67%
$36.2B
$124,000 0.01% of portfolio
1,402
Q3 2024 Reduced 1.27%
$0
$115,000 0.01% of portfolio
25,000
Q2 2024 New
$0
$109,000 0.01% of portfolio
10,885
Q4 2023 Reduced 0.14%
$0
$93,000 0.01% of portfolio
5,000
Q2 2024 New
$3.45B
$91,000 0.01% of portfolio
2,609
Q3 2024 Added 0.08%
$0
$88,000 0.01% of portfolio
4,000
Q2 2024 New
$0
$83,000 0.01% of portfolio
16,000
Q2 2024 New
$0
$82,000 0.01% of portfolio
2,500
Q2 2024 New
$0
$82,000 0.01% of portfolio
2,500
Q2 2024 New
$0
$81,000 0.01% of portfolio
4,000
Q3 2024 Added 33.33%
$0
$79,000 0.01% of portfolio
6,000
Q3 2024 Added 9.09%
$0
$76,000 0.01% of portfolio
5,429
Q4 2023 Added 1,165.5%
$63.4B
$74,000 0.01% of portfolio
1,036
Q3 2024 Added 1.07%
$0
$72,000 0.0% of portfolio
6,333
Q2 2024 Added 204.03%
$0
$71,000 0.0% of portfolio
7,453
Q3 2024 Added 25.2%
$0
$70,000 0.0% of portfolio
3,596
Q1 2024 New
$0
$65,000 0.0% of portfolio
2,750
Q2 2024 New
$0
$64,000 0.0% of portfolio
6,500
Q3 2024 Added 8.33%
$0
$64,000 0.0% of portfolio
9,000
Q2 2024 New
$0
$64,000 0.0% of portfolio
9,500
Q3 2024 Added 11.76%
$877M
$60,000 0.0% of portfolio
4,000
Q3 2024 Added 33.33%
$591M
$59,000 0.0% of portfolio
2,340
Q3 2024 Added 4.0%
$19.3B
$59,000 0.0% of portfolio
689
Q3 2024 Reduced 25.91%
$0
$56,000 0.0% of portfolio
8,000
Q3 2024 Added 14.29%
$106B
$54,000 0.0% of portfolio
433
Q3 2024 Reduced 2.04%
$0
$54,000 0.0% of portfolio
2,088
Q3 2024 Added 0.38%
$4.19B
$54,000 0.0% of portfolio
1,083
Q4 2023 Reduced 74.71%
$0
$53,000 0.0% of portfolio
5,342
Q1 2024 Added 11.69%
$0
$51,000 0.0% of portfolio
4,000
Q2 2024 New
$262M
$50,000 0.0% of portfolio
5,087
Q3 2024 Added 0.24%
$0
$50,000 0.0% of portfolio
2,000
Q2 2024 New
$531M
$47,000 0.0% of portfolio
2,038
Q4 2022 New
$0
$47,000 0.0% of portfolio
2,200
Q2 2024 Added 340.0%
$7.2B
$47,000 0.0% of portfolio
1,259
Q3 2024 Reduced 18.09%
$11.5B
$47,000 0.0% of portfolio
688
Q3 2024 Added 23.74%
$0
$46,000 0.0% of portfolio
4,149
Q3 2024 Added 1.92%
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