Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.11B
$1,000 0.0% of portfolio
44
Q1 2025 Reduced 46.99%
$672M
$1,000 0.0% of portfolio
35
Q1 2025 Added 25.0%
$288M
$1,000 0.0% of portfolio
252
Q1 2024 Reduced 67.06%
$874M
$1,000 0.0% of portfolio
26
Q1 2025 New
$842M
$1,000 0.0% of portfolio
59
Q1 2025 Added 20.41%
$787M
$1,000 0.0% of portfolio
116
Q1 2025 Reduced 18.31%
$208M
$0 0.0% of portfolio
28
Q3 2024 Reduced 72.28%
$231M
$0 0.0% of portfolio
8
Q1 2025 New
$265M
$0 0.0% of portfolio
6
Q1 2025 New
$502M
$0 0.0% of portfolio
3
Q1 2025 New
$436M
$0 0.0% of portfolio
3
Q1 2025 New
$266M
$0 0.0% of portfolio
8
Q1 2025 New
$559M
$0 0.0% of portfolio
17
Q1 2025 Added 41.67%
$417M
$0 0.0% of portfolio
16
Q1 2025 Added 433.33%
$282M
$0 0.0% of portfolio
10
Q1 2025 New
$160M
$0 0.0% of portfolio
14
Q1 2025 New
$313M
$0 0.0% of portfolio
35
Q1 2025 Added 12.9%
$205M
$0 0.0% of portfolio
3
Q1 2025 New
$549M
$0 0.0% of portfolio
23
Q1 2025 New
$801M
$0 0.0% of portfolio
7
Q1 2025 Reduced 82.93%
$404M
$0 0.0% of portfolio
4
Q1 2025 Added 100.0%
$210M
$0 0.0% of portfolio
2
Q1 2025 New
$612M
$0 0.0% of portfolio
4
Q1 2025 Reduced 20.0%
$484M
$0 0.0% of portfolio
1
Q1 2025 New
$732M
$0 0.0% of portfolio
12
Q1 2025 Added 50.0%
$960M
$0 0.0% of portfolio
15
Q1 2025 New
$347M
$0 0.0% of portfolio
5
Q1 2025 New
$358M
$0 0.0% of portfolio
40
Q1 2025 Added 48.15%
$38.7B
$0 0.0% of portfolio
57
Q1 2025 New
$181M
$0 0.0% of portfolio
7
Q1 2025 New
$696M
$0 0.0% of portfolio
1
Q1 2025 New
$157M
$0 0.0% of portfolio
2
Q1 2025 New
$401M
$0 0.0% of portfolio
65
Q1 2025 Added 25.0%
$989M
$0 0.0% of portfolio
30
Q1 2025 New
$412M
$0 0.0% of portfolio
2
Q1 2025 Reduced 93.1%
$199M
$0 0.0% of portfolio
5
Q1 2025 New
$355M
$0 0.0% of portfolio
2
Q1 2025 Reduced 75.0%
$218M
$0 0.0% of portfolio
4
Q1 2025 New
$477M
$0 0.0% of portfolio
0
Q1 2025 Sold Out
$157M
$0 0.0% of portfolio
2
Q1 2025 Added 100.0%
$470M
$0 0.0% of portfolio
3
Q1 2025 New
$410M
$0 0.0% of portfolio
17
Q4 2024 New
$159M
$0 0.0% of portfolio
1
Q1 2025 New
$438M
$0 0.0% of portfolio
8
Q1 2025 New
$290M
$0 0.0% of portfolio
17
Q1 2025 New
$666M
$0 0.0% of portfolio
12
Q1 2025 Reduced 14.29%
$216M
$0 0.0% of portfolio
7
Q1 2025 New
$206M
$0 0.0% of portfolio
7
Q1 2025 New
$1.76B
$0 0.0% of portfolio
5
Q4 2024 New
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