Ever Source Wealth Advisors, LLC Insurance—Property & Casualty

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$157B
$15.6 Million 0.94% of portfolio
65,034
Q4 2024 Added 0.83%
$111B
$621,000 0.04% of portfolio
2,248
Q4 2024 Added 16.12%
$16.1B
$504,000 0.03% of portfolio
8,616
Q4 2024 Added 4.3%
$51.1B
$290,000 0.02% of portfolio
1,505
Q4 2024 Added 4.37%
$10.1B
$233,000 0.01% of portfolio
502
Q4 2024 Added 58.86%
$56.5B
$172,000 0.01% of portfolio
717
Q4 2024 Added 7.01%
$19.8B
$98,000 0.01% of portfolio
1,158
Q4 2024 Added 3.39%
$3.39B
$81,000 0.0% of portfolio
497
Q4 2024 Added 47.04%
$778M
$74,000 0.0% of portfolio
4,676
Q4 2024 Reduced 30.45%
$7.84B
$59,000 0.0% of portfolio
671
Q4 2024 Added 73.83%
$21.6B
$48,000 0.0% of portfolio
335
Q4 2024 Added 157.69%
$4.17B
$39,000 0.0% of portfolio
600
Q4 2024 Added 141.94%
$13.5B
$37,000 0.0% of portfolio
771
Q4 2024 Added 663.37%
$5.65B
$32,000 0.0% of portfolio
213
Q4 2024 Added 91.89%
$10.3B
$27,000 0.0% of portfolio
203
Q4 2024 Added 14.69%
$2.89B
$27,000 0.0% of portfolio
414
Q4 2024 Added 45.26%
$4.79B
$23,000 0.0% of portfolio
254
Q4 2024 Added 1.6%
$4.79B
$19,000 0.0% of portfolio
10
Q4 2024 Added 11.11%
$417M
$11,000 0.0% of portfolio
726
Q4 2024 Added 12.38%
$1.66B
$10,000 0.0% of portfolio
278
Q4 2024 Added 42.56%
$829M
$9,000 0.0% of portfolio
1,015
Q4 2024 Added 8.21%
$1.14B
$3,000 0.0% of portfolio
43
Q4 2024 New
$1.07B
$2,000 0.0% of portfolio
22
Q4 2024 Added 175.0%
$1.86B
$2,000 0.0% of portfolio
36
Q4 2024 Added 800.0%
$660M
$1,000 0.0% of portfolio
42
Q4 2024 New
$613M
$1,000 0.0% of portfolio
81
Q4 2024 New
$3.05B
$1,000 0.0% of portfolio
13
Q4 2024 New
$2.43B
$1,000 0.0% of portfolio
48
Q4 2024 Reduced 39.24%
$315M
$1,000 0.0% of portfolio
140
Q4 2024 New
$325M
$0 0.0% of portfolio
14
Q4 2024 New
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