Ever Source Wealth Advisors, LLC Software—Application

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66B
$9.25 Million 0.56% of portfolio
32,088
Q1 2025 Added 41.26%
$268B
$2.28 Million 0.14% of portfolio
8,510
Q1 2025 Added 14.57%
$204B
$901,000 0.05% of portfolio
1,132
Q1 2025 Added 8.02%
$171B
$845,000 0.05% of portfolio
11,609
Q1 2025 Added 18.22%
$66.6B
$845,000 0.05% of portfolio
5,786
Q1 2025 Added 29.38%
$356B
$590,000 0.04% of portfolio
2,199
Q1 2025 Reduced 17.45%
$45.1B
$525,000 0.03% of portfolio
285
Q1 2025 Reduced 10.94%
$215B
$522,000 0.03% of portfolio
851
Q1 2025 Added 41.6%
$13.3B
$399,000 0.02% of portfolio
10,165
Q1 2025 Added 1.3%
$50.8B
$358,000 0.02% of portfolio
1,535
Q1 2025 Added 57.92%
$20.9B
$322,000 0.02% of portfolio
3,863
Q1 2025 Added 72.38%
$128B
$268,000 0.02% of portfolio
2,810
Q1 2025 Added 29.43%
$83.9B
$257,000 0.02% of portfolio
1,014
Q1 2025 Reduced 24.78%
$36.1B
$228,000 0.01% of portfolio
1,325
Q1 2025 Added 18.73%
$112B
$227,000 0.01% of portfolio
857
Q1 2025 Added 88.77%
$27.9B
$206,000 0.01% of portfolio
362
Q1 2025 Added 21.89%
$53.1B
$195,000 0.01% of portfolio
797
Q1 2025 Added 58.45%
$30.1B
$106,000 0.01% of portfolio
338
Q1 2025 Reduced 28.24%
$34.9B
$98,000 0.01% of portfolio
988
Q1 2025 Added 136.36%
$8.52B
$90,000 0.01% of portfolio
896
Q1 2025 Added 5.79%
$15.5B
$83,000 0.01% of portfolio
1,023
Q1 2025 Reduced 1.16%
$21.6B
$80,000 0.0% of portfolio
432
Q1 2025 Reduced 50.0%
$19.9B
$79,000 0.0% of portfolio
1,072
Q1 2025 Reduced 43.82%
$97.9M
$68,000 0.0% of portfolio
60,427
Q1 2025 Added 0.27%
$32.1B
$65,000 0.0% of portfolio
1,197
Q1 2025 Reduced 30.93%
$20.1B
$64,000 0.0% of portfolio
418
Q1 2025 Added 54.24%
$12.1B
$64,000 0.0% of portfolio
374
Q1 2025 Added 21.43%
$15.2B
$40,000 0.0% of portfolio
131
Q1 2025 Added 89.86%
$15.3B
$40,000 0.0% of portfolio
187
Q1 2025 Reduced 73.21%
$7.46B
$39,000 0.0% of portfolio
2,020
Q1 2025 Added 134.61%
$8.06B
$37,000 0.0% of portfolio
422
Q1 2025 Added 667.27%
$7.66B
$36,000 0.0% of portfolio
1,435
Q1 2025 Added 112.91%
$9.24B
$33,000 0.0% of portfolio
508
Q1 2025 Added 165.97%
$15.6B
$32,000 0.0% of portfolio
698
Q1 2025 Added 237.2%
$9.88B
$30,000 0.0% of portfolio
475
Q1 2025 Added 17.0%
$5.38B
$30,000 0.0% of portfolio
2,571
Q1 2025 Added 51.5%
$8.39B
$28,000 0.0% of portfolio
410
Q1 2025 Added 26.93%
$17.4B
$26,000 0.0% of portfolio
5,931
Q1 2025 Added 37.71%
$4.09B
$24,000 0.0% of portfolio
2,438
Q1 2025 Added 1,262.01%
$11.3B
$24,000 0.0% of portfolio
158
Q1 2025 Added 26.4%
$4.22B
$22,000 0.0% of portfolio
479
Q1 2025 Reduced 8.24%
$2.76B
$21,000 0.0% of portfolio
417
Q1 2025 Added 92.17%
$13.5B
$20,000 0.0% of portfolio
85
Q1 2025 Reduced 32.54%
$1.02B
$19,000 0.0% of portfolio
3,732
Q1 2025 Added 3.29%
$3.02B
$17,000 0.0% of portfolio
1,252
Q1 2025 Added 66.93%
$4.4B
$17,000 0.0% of portfolio
78
Q1 2025 Reduced 64.86%
$3.56B
$16,000 0.0% of portfolio
277
Q1 2025 Reduced 4.15%
$8.56B
$14,000 0.0% of portfolio
94
Q1 2025 Added 46.88%
$13.6B
$13,000 0.0% of portfolio
1,035
Q1 2025 Reduced 95.11%
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