Ever Source Wealth Advisors, LLC ETFs

Ever Source Wealth Advisors, LLC

$1.95 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLG Invesco Exchange Traded Fd Tr	$0	$161,000 0.01% of portfolio	3,093	Q2 2025 Reduced 39.35%
IWR Ishares Russell Mid Cap ETF	$0	$161,000 0.01% of portfolio	1,761	Q2 2025 Reduced 30.12%
CDL Victory Portf Ii Shs Us Lrg Ca	$0	$155,000 0.01% of portfolio	2,328	Q2 2025 Reduced 17.06%
SSO Proshares Ultra S&P 500	$0	$155,000 0.01% of portfolio	1,588	Q2 2025 Added 1.99%
FLCH Franklin Templeton ETF Tr	$0	$154,000 0.01% of portfolio	7,127	Q2 2025 Added 422.12%
LRGF Ishares Tr	$0	$151,000 0.01% of portfolio	2,359	Q2 2025 Added 0.3%
OMFL Invesco Exchange Traded Self I	$0	$149,000 0.01% of portfolio	2,596	Q2 2025 Reduced 16.69%
DUSL Direxion Shs ETF Tr Daily Indl	$0	$142,000 0.01% of portfolio	2,100	Q2 2025 Added 23.53%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$141,000 0.01% of portfolio	1,944	Q2 2025 Reduced 3.38%
SCHF Schwab Strategic Tr Intl Eqty	$0	$136,000 0.01% of portfolio	6,180	Q2 2025 Added 7.76%
SMH Vaneck ETF Tr Semiconductor Et	$0	$133,000 0.01% of portfolio	477	Q2 2025 Added 28.57%
XLP Consumer Staples Sector Spdr	$0	$131,000 0.01% of portfolio	1,727	Q2 2025 Reduced 34.68%
XCEM Columbia ETF Tr Ii	$0	$129,000 0.01% of portfolio	3,783	Q2 2025 New
IEF Ishares Barclays	$0	$126,000 0.01% of portfolio	1,321	Q2 2025 Reduced 56.65%
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$122,000 0.01% of portfolio	1,100	Q2 2025 Added 60.12%
IQLT Ishares Msci Intl Quality Fact	$0	$122,000 0.01% of portfolio	2,836	Q2 2025 Reduced 19.8%
SCHQ Schwab Strategic Tr Long Term	$0	$120,000 0.01% of portfolio	3,772	Q3 2024 New
PTNQ Pacer Fds Tr Trendpliot 100 Et	$0	$119,000 0.01% of portfolio	1,672	Q1 2025 Added 1.09%
ESGD Ishares Trust Ishares Esg Awar	$0	$117,000 0.01% of portfolio	1,312	Q2 2025 Reduced 14.47%
SOXX Ishares Semiconductor ETF	$0	$116,000 0.01% of portfolio	490	Q2 2025 Added 4.48%
XAR Spdr S&P Aerospace & Defense E	$0	$113,000 0.01% of portfolio	540	Q2 2025 Added 30.75%
SLVP Ishares Msci Global Silver And	$0	$113,000 0.01% of portfolio	6,379	Q2 2025 New
JPIB Jpmorgan International Bond Op	$0	$111,000 0.01% of portfolio	2,284	Q1 2025 Reduced 0.13%
DON Wisdomtree Tr U.S. Midcap Divi	$0	$110,000 0.01% of portfolio	2,199	Q1 2025 Added 21.49%
FXE Invesco Currency Shares Euro Trust	$242M	$109,000 0.01% of portfolio	1,004	Q2 2025 Added 0.3%
DBEF Xtrackers Msci Eafe Hedged Equ	$0	$108,000 0.01% of portfolio	2,477	Q2 2025 Added 1,299.44%
USAI Pacer Fds Tr Amern Energy Inde	$0	$108,000 0.01% of portfolio	2,664	Q2 2025 Added 0.23%
POCT Innovator U.S. Equity Power Bu	$0	$107,000 0.01% of portfolio	2,592	Q4 2024 Added 13.09%
HYLS First Tr Tactical High Yield L	$0	$107,000 0.01% of portfolio	2,576	Q2 2025 Added 7,055.56%
VAW Vanguard Materials ETF	$0	$104,000 0.01% of portfolio	536	Q1 2024 Reduced 10.52%
LDUR Pimco Enhanced Low Duration Ac	$0	$103,000 0.01% of portfolio	1,079	Q2 2025 Reduced 38.45%
DFIS Dimensional ETF Tr Dimensional	$0	$102,000 0.01% of portfolio	3,420	Q2 2025 Reduced 47.84%
RING Ishares Inc Msci Global Gold M	$0	$99,000 0.01% of portfolio	2,284	Q2 2025 New
HERD Pacer Fds Tr Cash Cows Fd Fds	$0	$98,000 0.01% of portfolio	2,471	Q2 2025 Added 23.43%
SLYV Spdr S&P 600 Small Cap Value E	$0	$98,000 0.01% of portfolio	1,237	Q4 2024 Added 6,085.0%
SPXS Direxion Shs ETF Tr Daily S&P	$0	$93,000 0.0% of portfolio	19,998	Q2 2025 New
AGOX Starboard Invt Tr	$0	$93,000 0.0% of portfolio	3,176	Q2 2024 Reduced 22.08%
IUSV Ishares Core S&P U.S. Value Et	$0	$91,000 0.0% of portfolio	967	Q2 2025 Reduced 15.69%
DSTL ETF Ser Solution Distillate Us	$0	$90,000 0.0% of portfolio	1,643	Q2 2025 Added 5,565.52%
SHM Spdr Nuveen Bloomberg Short Te	$0	$87,000 0.0% of portfolio	1,823	Q2 2025 Reduced 53.89%
PRF Invesco Exchange Traded Fd Tr	$0	$86,000 0.0% of portfolio	2,053	Q2 2025 Reduced 7.69%
TPHE Timothy Plan High Divid Stk En	$0	$86,000 0.0% of portfolio	3,443	Q2 2025 Reduced 25.75%
SHYD Vaneck Short High Yield Muni E	$0	$85,000 0.0% of portfolio	3,780	Q2 2025 Added 0.91%
GBTC Grayscale Bitcoin Trust (Btc)	$66.3B	$85,000 0.0% of portfolio	1,010	Q2 2025 Added 431.58%
ERX Direxion Daily Energy Bull 2 X	$0	$84,000 0.0% of portfolio	1,650	Q2 2025 Added 17.86%
RAVI Flexshares Tr Ready Access Var	$0	$84,000 0.0% of portfolio	1,121	Q2 2025 New
VDE Vanguard Energy ETF	$0	$83,000 0.0% of portfolio	698	Q2 2025 Added 0.14%
SPTS Spdr Portfolio Short Term Trea	$0	$83,000 0.0% of portfolio	2,862	Q2 2025 Reduced 76.27%
VOX Vanguard Communication Service	$0	$80,000 0.0% of portfolio	473	Q1 2024 Reduced 9.39%
PWV Invesco Exchange Traded Fd Tr	$0	$80,000 0.0% of portfolio	1,295	Q2 2024 Reduced 26.13%

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