Ever Source Wealth Advisors, LLC ETFs

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DEM Wisdomtree Tr Emerging Mkts Hi	$0	$3,000 0.0% of portfolio	72	Q1 2025 New
EWC Ishares Msci Canada ETF	$0	$2,000 0.0% of portfolio	53	Q4 2024 Added 6.0%
TFLO Ishares Treasury Floating Rate	$0	$2,000 0.0% of portfolio	47	Q4 2024 New
EWU Ishs Msci Utd Kingdom ETF	$0	$2,000 0.0% of portfolio	79	Q4 2024 New
ICF Ishares Tr	$0	$2,000 0.0% of portfolio	44	Q4 2024 New
NUMV Nuveen Esg Mid Cap Value ETF	$0	$2,000 0.0% of portfolio	68	Q1 2025 Reduced 68.95%
NUMG Nuveen Esg Mid Cap Growth ETF	$0	$2,000 0.0% of portfolio	53	Q1 2025 Reduced 69.19%
NUEM Nuveen Esg Emerging Markets Eq	$0	$2,000 0.0% of portfolio	74	Q3 2024 Reduced 75.17%
FGD First Tr Exchange Trd Fd Ii Fi	$0	$2,000 0.0% of portfolio	100	Q2 2024 New
HAIL Spdr S&P Kensho Smart Mobility	$0	$2,000 0.0% of portfolio	97	Q4 2024 New
STLG Ishares Factors Us Growth Styl	$0	$2,000 0.0% of portfolio	50	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$2,000 0.0% of portfolio	111	Q4 2024 New
LIT Global X Fds Global X Lithium	$0	$2,000 0.0% of portfolio	60	Q1 2025 Reduced 68.09%
SCHH Schwab Strategic U.S. Reit ETF	$0	$2,000 0.0% of portfolio	102	Q2 2024 Added 2.0%
INDA Ishares Msci India Index Fund	$0	$2,000 0.0% of portfolio	42	Q4 2024 Reduced 99.49%
MDIV First Trust Multi Asset Divers	$0	$2,000 0.0% of portfolio	165	Q1 2025 New
FSTA Fidelity Covington Tr Msci Con	$0	$2,000 0.0% of portfolio	50	Q4 2024 New
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$2,000 0.0% of portfolio	37	Q1 2025 New
QLD Proshares Ultra Qqq	$0	$2,000 0.0% of portfolio	24	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$2,000 0.0% of portfolio	53	Q1 2025 Added 39.47%
FINX Global X Fds Fintech ETF (De)	$0	$1,000 0.0% of portfolio	50	Q2 2024 Reduced 55.75%
COM Direxion Shs ETF Tr Auspice Br	$0	$1,000 0.0% of portfolio	66	Q4 2024 New
FNX First Tr Mid Cap Core Alphadex	$0	$1,000 0.0% of portfolio	12	Q1 2025 Reduced 99.66%
SCHE Schwab Strategic Tr Us Emergin	$0	$1,000 0.0% of portfolio	38	Q4 2024 Reduced 74.67%
DSTL ETF Ser Solution Distillate Us	$0	$1,000 0.0% of portfolio	29	Q4 2024 Reduced 94.27%
SFYX Tidal ETF Tr Sofi Next 500 ETF	$0	$1,000 0.0% of portfolio	75	Q1 2024 New
FRDM Ea Ser Tr Freedom 100 Emerging	$0	$1,000 0.0% of portfolio	30	Q2 2024 New
BBMC Jp Morgan Exc Trd Fd Tr Betabu	$0	$1,000 0.0% of portfolio	14	Q2 2023 New
MOAT Vaneck Morningstar Wide Moat E	$0	$1,000 0.0% of portfolio	20	Q1 2024 Reduced 44.44%
IHI Ishares Tr Dow Jones Us Medica	$0	$1,000 0.0% of portfolio	24	Q2 2024 Reduced 80.65%
HYLS First Tr Tactical High Yield L	$0	$1,000 0.0% of portfolio	36	Q4 2024 Added 2.86%
LGLV Spdr Ssga Us Large Cap Low Vol	$0	$1,000 0.0% of portfolio	9	Q1 2025 Reduced 93.23%
GLIN Vaneck ETF Tr India Growth Lea	$0	$1,000 0.0% of portfolio	33	Q1 2025 New
SPEM Spdr Ser Tr Fds Spdr Portfolio	$0	$1,000 0.0% of portfolio	38	Q1 2025 New
EWG Ishares Msci Germany ETF	$0	$1,000 0.0% of portfolio	39	Q4 2024 New
ULST Ssga Active ETF Tr Ssga Ultra	$0	$1,000 0.0% of portfolio	25	Q1 2025 New
SPIP Spdr Ser Tr Spdr Portfolio Tip	$0	$1,000 0.0% of portfolio	69	Q1 2025 New
ARKG Ark Genomic Revolution ETF (De	$0	$1,000 0.0% of portfolio	75	Q1 2025 Reduced 74.49%
ICLN Ishares	$0	$1,000 0.0% of portfolio	141	Q4 2024 Added 3,425.0%
FCVT First Tr Exchange Traded Fd Iv	$0	$0 0.0% of portfolio	19	Q1 2025 New
FDVV Fidelity High Dividend ETF	$0	$0 0.0% of portfolio	11	Q1 2025 New
EWJ Ishares Msci Japan ETF	$0	$0 0.0% of portfolio	8	Q1 2025 Reduced 98.54%
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	2,016	Q4 2024 New
DEF Invesco Et Self Idxd Fd Tr Def	$0	$0 0.0% of portfolio	20	Q4 2024 Reduced 96.72%
ITB Ishares Tr	$0	$0 0.0% of portfolio	10	Q1 2025 New
IPAC Ishares Tr Ishares Core Msci P	$0	$0 0.0% of portfolio	6	Q2 2023 Reduced 89.09%
SHY Ishares Barclays 1 3 Year Trea	$0	$0 0.0% of portfolio	5	Q1 2025 Reduced 99.93%
NUSC Nuveen Esg Small Cap ETF	$0	$0 0.0% of portfolio	21	Q3 2024 Reduced 75.58%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	1,500	Q1 2025 New
EPP Ishares Inc	$0	$0 0.0% of portfolio	6	Q4 2024 New

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