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
$0
$42,000 0.0% of portfolio
4,054
Q1 2024 New
$0
$42,000 0.0% of portfolio
2,000
Q2 2024 New
$500M
$42,000 0.0% of portfolio
1,873
Q1 2025 Reduced 8.1%
$0
$40,000 0.0% of portfolio
3,300
Q2 2024 Added 153.85%
$0
$38,000 0.0% of portfolio
2,461
Q3 2024 New
$0
$36,000 0.0% of portfolio
2,990
Q3 2023 Reduced 17.45%
$3.75B
$36,000 0.0% of portfolio
888
Q1 2025 Added 57.45%
$0
$35,000 0.0% of portfolio
1,400
Q1 2025 Reduced 33.37%
$0
$28,000 0.0% of portfolio
2,195
Q4 2023 New
$10.9B
$26,000 0.0% of portfolio
1,392
Q1 2025 Added 91.21%
$6.99B
$24,000 0.0% of portfolio
148
Q1 2025 Added 33.33%
$0
$24,000 0.0% of portfolio
1,750
Q3 2024 New
$0
$23,000 0.0% of portfolio
1,061
Q1 2024 Reduced 26.78%
$0
$23,000 0.0% of portfolio
710
Q1 2024 New
$0
$18,000 0.0% of portfolio
2,253
Q3 2023 Reduced 1.4%
$0
$17,000 0.0% of portfolio
750
Q4 2024 Reduced 50.98%
$0
$15,000 0.0% of portfolio
2,500
Q1 2025 Reduced 29.76%
$504M
$15,000 0.0% of portfolio
1,011
Q1 2025 Reduced 20.27%
$0
$15,000 0.0% of portfolio
1,350
Q4 2024 New
$0
$14,000 0.0% of portfolio
1,500
Q4 2022 New
$3.6B
$14,000 0.0% of portfolio
286
Q1 2025 Added 672.97%
$5.28B
$14,000 0.0% of portfolio
456
Q2 2023 Reduced 83.79%
$0
$14,000 0.0% of portfolio
1,800
Q4 2022 New
$0
$13,000 0.0% of portfolio
1,020
Q3 2024 Added 24.39%
$8.43B
$13,000 0.0% of portfolio
677
Q1 2025 Added 8.15%
$1.55B
$12,000 0.0% of portfolio
272
Q1 2025 Reduced 13.92%
$0
$12,000 0.0% of portfolio
1,842
Q4 2022 New
$0
$10,000 0.0% of portfolio
1,302
Q1 2024 New
$0
$10,000 0.0% of portfolio
1,000
Q4 2024 New
$0
$9,000 0.0% of portfolio
2,500
Q4 2022 New
$0
$9,000 0.0% of portfolio
500
Q4 2022 New
$0
$9,000 0.0% of portfolio
1,026
Q3 2024 New
$0
$8,000 0.0% of portfolio
786
Q3 2023 Reduced 6.76%
$1.06B
$8,000 0.0% of portfolio
347
Q1 2025 Added 0.29%
$3.75B
$7,000 0.0% of portfolio
94
Q1 2025 Added 64.91%
$0
$7,000 0.0% of portfolio
328
Q1 2025 Reduced 13.0%
$2.6B
$6,000 0.0% of portfolio
453
Q1 2025 Reduced 33.58%
$0
$6,000 0.0% of portfolio
750
Q1 2025 Reduced 0.13%
$2.3B
$6,000 0.0% of portfolio
321
Q1 2024 Reduced 59.21%
$4.36B
$5,000 0.0% of portfolio
97
Q1 2025 Added 385.0%
$400M
$5,000 0.0% of portfolio
438
Q1 2025 Added 23.03%
$2.9B
$4,000 0.0% of portfolio
305
Q1 2025 Added 95.51%
$0
$3,000 0.0% of portfolio
400
Q1 2025 New
$1.08B
$3,000 0.0% of portfolio
308
Q1 2025 Reduced 66.7%
$3.45B
$3,000 0.0% of portfolio
65
Q1 2025 Reduced 16.67%
$0
$2,000 0.0% of portfolio
66
Q1 2025 New
$2.34B
$2,000 0.0% of portfolio
167
Q1 2025 Added 255.32%
$731M
$2,000 0.0% of portfolio
201
Q1 2025 Added 30.52%
$0
$2,000 0.0% of portfolio
350
Q2 2024 New
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