Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.13B
$2.57 Million 0.17% of portfolio
31,935
Q3 2024 Added 0.02%
$9.07B
$1.76 Million 0.12% of portfolio
17,976
Q3 2024 Added 0.56%
$8.09B
$443,000 0.03% of portfolio
7,473
Q3 2024 Added 6,233.05%
$2.34B
$440,000 0.03% of portfolio
16,846
Q2 2024 Reduced 0.13%
$23.5B
$432,000 0.03% of portfolio
18,544
Q3 2024 Reduced 0.64%
$108B
$392,000 0.03% of portfolio
13,148
Q3 2024 Reduced 27.99%
$80.1B
$378,000 0.03% of portfolio
2,049
Q3 2024 Added 0.49%
$59.9B
$353,000 0.02% of portfolio
8,265
Q3 2024 Added 5.93%
$22.9B
$283,000 0.02% of portfolio
4,591
Q3 2024 Reduced 29.33%
$7.91B
$234,000 0.02% of portfolio
6,572
Q3 2024 Reduced 31.61%
$17.8B
$201,000 0.01% of portfolio
5,809
Q3 2024 Reduced 21.16%
$34.5B
$196,000 0.01% of portfolio
1,105
Q3 2024 Added 0.73%
$74.3B
$194,000 0.01% of portfolio
4,261
Q3 2024 Added 6.21%
$3.2B
$179,000 0.01% of portfolio
3,361
Q3 2024 Added 8.07%
$122B
$179,000 0.01% of portfolio
2,876
Q3 2024 Reduced 18.39%
$22.7B
$134,000 0.01% of portfolio
3,269
Q3 2024 Reduced 13.36%
$31.6B
$126,000 0.01% of portfolio
69
Q3 2024 Added 9.52%
$8.7B
$72,000 0.0% of portfolio
1,207
Q2 2024 Added 19.74%
$24.9B
$70,000 0.0% of portfolio
4,790
Q3 2024 Added 44.36%
$45.9B
$62,000 0.0% of portfolio
19,988
Q3 2024 Added 13.9%
$7.96B
$57,000 0.0% of portfolio
1,293
Q3 2024 Reduced 34.43%
$8.95B
$54,000 0.0% of portfolio
489
Q3 2024 Added 0.82%
$36.6B
$54,000 0.0% of portfolio
3,156
Q3 2024 Reduced 59.68%
$10.7B
$45,000 0.0% of portfolio
2,950
Q3 2024 Reduced 22.33%
$10.4B
$41,000 0.0% of portfolio
882
Q3 2024 Added 1.61%
$30.9B
$38,000 0.0% of portfolio
907
Q3 2024 Reduced 3.2%
$62.5B
$36,000 0.0% of portfolio
8,639
Q3 2024 Added 8.72%
$5.02B
$35,000 0.0% of portfolio
696
Q3 2024 Reduced 49.75%
$6.68B
$30,000 0.0% of portfolio
961
Q3 2024 Reduced 17.08%
$573M
$29,000 0.0% of portfolio
1,000
Q1 2023 Reduced 3.1%
$1.61B
$28,000 0.0% of portfolio
2,266
Q4 2023 Added 5.15%
$4.65B
$27,000 0.0% of portfolio
447
Q3 2024 Added 25.56%
$9.92B
$27,000 0.0% of portfolio
321
Q3 2024 Reduced 63.52%
$79.5M
$23,000 0.0% of portfolio
2,106
Q4 2021 New
$3.11B
$23,000 0.0% of portfolio
803
Q3 2024 Added 2.16%
$3.62B
$21,000 0.0% of portfolio
992
Q3 2023 Reduced 20.0%
$3.17B
$19,000 0.0% of portfolio
540
Q3 2024 Added 3.25%
$17B
$19,000 0.0% of portfolio
1,190
Q3 2024 Added 12.48%
$2.61B
$18,000 0.0% of portfolio
746
Q2 2024 Added 4.34%
$7.3B
$18,000 0.0% of portfolio
254
Q3 2024 Reduced 12.11%
$925M
$17,000 0.0% of portfolio
3,015
Q2 2024 Added 118.95%
$51.3B
$17,000 0.0% of portfolio
2,670
Q3 2024 Added 6.89%
$2.69B
$16,000 0.0% of portfolio
286
Q2 2024 Added 9.58%
$3.6B
$16,000 0.0% of portfolio
327
Q3 2023 Reduced 8.15%
$8.62B
$16,000 0.0% of portfolio
358
Q2 2024 Added 0.56%
$14.7B
$13,000 0.0% of portfolio
77
Q3 2024 Reduced 2.53%
$3.59B
$13,000 0.0% of portfolio
437
Q3 2024 Added 27.78%
$443M
$12,000 0.0% of portfolio
505
Q4 2023 Reduced 6.13%
$997M
$12,000 0.0% of portfolio
550
Q4 2023 Reduced 17.54%
Filter Shares Options
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email