Ever Source Wealth Advisors, LLC Asset Management

Ever Source Wealth Advisors, LLC

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
GSBD Goldman Sachs Bdc, Inc.	$0	$2,000 0.0% of portfolio	250	Q4 2023 Reduced 80.77%
DHIL Diamond Hill Investment Group Inc	$415M	$2,000 0.0% of portfolio	16	Q1 2025 New
VRTS Virtus Investment Partners, Inc.	$1.23B	$2,000 0.0% of portfolio	17	Q1 2025 Reduced 29.17%
MYD Blackrock Muniyield Fund, Inc.	$0	$1,000 0.0% of portfolio	109	Q4 2024 Reduced 95.82%
PFLT Pennant Park Floating Rate Capital Ltd.	$0	$1,000 0.0% of portfolio	107	Q1 2025 New
WETF Wisdom Tree Investments, Inc.	$800M	$1,000 0.0% of portfolio	244	Q1 2025 Added 154.17%
GAM General American Investors CO Inc	$1.31B	$0 0.0% of portfolio	17	Q4 2024 New
BBUC Brookfield Business Corp	$2.11B	$0 0.0% of portfolio	24	Q1 2025 Added 242.86%
NXDT Nexpoint Diversified Real Estate Trust	$0	$0 0.0% of portfolio	47	Q1 2025 Reduced 82.72%
MHD Blackrock Muniholdings Fund, Inc.	$0	$0 0.0% of portfolio	54	Q1 2024 New
NAD Nuveen Quality Municipal Income Fund	$0	$0 0.0% of portfolio	0	Q1 2025 Sold Out
SAMG Silvercrest Asset Management Group Inc.	$149M	$0 0.0% of portfolio	9	Q1 2025 New
PSEC Prospect Capital Corp	$0	$0 0.0% of portfolio	222	Q1 2025 Reduced 45.19%
FUND Sprott Focus Trust Inc.	$0	$0 0.0% of portfolio	16	Q1 2024 New
SWKH Swk Holdings Corp	$183M	$0 0.0% of portfolio	2	Q1 2025 New

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.