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
$4.96B
$55,000 0.0% of portfolio
931
Q1 2025 Reduced 14.04%
$0
$48,000 0.0% of portfolio
2,000
Q2 2025 Reduced 7.19%
$0
$43,000 0.0% of portfolio
4,250
Q4 2024 Reduced 32.89%
$0
$40,000 0.0% of portfolio
2,000
Q2 2024 New
$524M
$40,000 0.0% of portfolio
1,873
Q1 2025 Reduced 8.1%
$0
$39,000 0.0% of portfolio
3,300
Q2 2024 Added 153.85%
$0
$37,000 0.0% of portfolio
2,990
Q3 2023 Reduced 17.45%
$0
$37,000 0.0% of portfolio
1,400
Q1 2025 Reduced 33.37%
$0
$36,000 0.0% of portfolio
2,461
Q3 2024 New
$0
$33,000 0.0% of portfolio
3,354
Q2 2025 Reduced 17.27%
$0
$27,000 0.0% of portfolio
2,195
Q4 2023 New
$0
$27,000 0.0% of portfolio
710
Q1 2024 New
$0
$26,000 0.0% of portfolio
1,750
Q3 2024 New
$427M
$26,000 0.0% of portfolio
179
Q2 2025 Added 1,018.75%
$0
$25,000 0.0% of portfolio
3,695
Q2 2025 Added 100.6%
$0
$25,000 0.0% of portfolio
1,061
Q1 2024 Reduced 26.78%
$568M
$22,000 0.0% of portfolio
1,598
Q2 2025 Added 58.06%
$1.06B
$22,000 0.0% of portfolio
868
Q2 2025 Added 150.14%
$0
$20,000 0.0% of portfolio
2,118
Q2 2025 Reduced 60.35%
$0
$19,000 0.0% of portfolio
2,253
Q3 2023 Reduced 1.4%
$0
$18,000 0.0% of portfolio
750
Q4 2024 Reduced 50.98%
$1.43B
$18,000 0.0% of portfolio
103
Q2 2025 Added 505.88%
$0
$17,000 0.0% of portfolio
2,500
Q1 2025 Reduced 29.76%
$0
$17,000 0.0% of portfolio
1,200
Q4 2023 Reduced 21.72%
$0
$15,000 0.0% of portfolio
1,500
Q4 2022 New
$495M
$15,000 0.0% of portfolio
1,535
Q2 2025 Added 250.46%
$0
$15,000 0.0% of portfolio
1,350
Q4 2024 New
$0
$15,000 0.0% of portfolio
1,057
Q2 2025 New
$0
$15,000 0.0% of portfolio
1,235
Q2 2025 New
$4.88B
$14,000 0.0% of portfolio
228
Q2 2025 Added 135.05%
$762M
$14,000 0.0% of portfolio
1,034
Q2 2025 Added 414.43%
$4.79B
$14,000 0.0% of portfolio
456
Q2 2023 Reduced 83.79%
$3.44B
$14,000 0.0% of portfolio
189
Q2 2025 Added 101.06%
$0
$14,000 0.0% of portfolio
1,800
Q4 2022 New
$0
$14,000 0.0% of portfolio
1,452
Q2 2025 Added 1,257.01%
$0
$13,000 0.0% of portfolio
1,020
Q3 2024 Added 24.39%
$12.2B
$13,000 0.0% of portfolio
573
Q2 2025 Reduced 58.84%
$0
$12,000 0.0% of portfolio
1,302
Q1 2024 New
$2.75B
$12,000 0.0% of portfolio
878
Q2 2025 Added 187.87%
$0
$10,000 0.0% of portfolio
1,000
Q4 2024 New
$0
$9,000 0.0% of portfolio
500
Q4 2022 New
$0
$9,000 0.0% of portfolio
2,293
Q2 2025 Added 4,778.72%
$0
$9,000 0.0% of portfolio
1,026
Q3 2024 New
$290M
$8,000 0.0% of portfolio
784
Q2 2025 New
$1.7B
$8,000 0.0% of portfolio
123
Q2 2025 Reduced 54.78%
$2.51B
$8,000 0.0% of portfolio
585
Q2 2025 Added 29.14%
$0
$8,000 0.0% of portfolio
786
Q3 2023 Reduced 6.76%
$2.4B
$7,000 0.0% of portfolio
675
Q2 2025 Added 304.19%
$800M
$7,000 0.0% of portfolio
1,338
Q2 2025 Added 448.36%
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