Ever Source Wealth Advisors, LLC Utilities—Regulated Electric

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$99.8B
$3.13 Million 0.16% of portfolio
34,043
Q2 2025 Added 8.27%
$93.2B
$1.09 Million 0.06% of portfolio
9,218
Q2 2025 Reduced 32.81%
$39.4B
$781,000 0.04% of portfolio
11,475
Q2 2025 Added 13.48%
$138B
$729,000 0.04% of portfolio
10,511
Q2 2025 Reduced 1.0%
$17.9B
$616,000 0.03% of portfolio
7,420
Q2 2025 Added 16.12%
$55.3B
$496,000 0.03% of portfolio
4,789
Q2 2025 Added 35.4%
$21.2B
$378,000 0.02% of portfolio
7,328
Q2 2025 Added 197.89%
$49.6B
$371,000 0.02% of portfolio
6,573
Q2 2025 Reduced 65.6%
$20.4B
$308,000 0.02% of portfolio
4,460
Q2 2025 Added 68.49%
$42.9B
$293,000 0.02% of portfolio
6,751
Q2 2025 Added 15.62%
$34.2B
$269,000 0.01% of portfolio
2,685
Q2 2025 Added 25.58%
$52.1B
$265,000 0.01% of portfolio
3,563
Q2 2025 Added 78.6%
$40.1B
$260,000 0.01% of portfolio
3,091
Q2 2025 Reduced 2.55%
$17.3B
$244,000 0.01% of portfolio
17,187
Q2 2025 Reduced 0.54%
$34.5B
$239,000 0.01% of portfolio
2,299
Q2 2025 Added 32.35%
$24B
$228,000 0.01% of portfolio
6,217
Q2 2025 Reduced 15.85%
$26.2B
$166,000 0.01% of portfolio
1,258
Q2 2025 Reduced 24.44%
$30B
$161,000 0.01% of portfolio
11,575
Q2 2025 Reduced 1.95%
$26.2B
$159,000 0.01% of portfolio
4,695
Q2 2025 Added 64.91%
$25.6B
$149,000 0.01% of portfolio
1,555
Q2 2025 Added 48.1%
$6.33B
$147,000 0.01% of portfolio
1,276
Q2 2025 Added 32.64%
$23.5B
$138,000 0.01% of portfolio
2,902
Q2 2025 Added 148.03%
$16.5B
$128,000 0.01% of portfolio
1,865
Q2 2025 Added 7.43%
$9.73B
$118,000 0.01% of portfolio
1,330
Q2 2025 Added 11.76%
$24.8B
$100,000 0.01% of portfolio
2,501
Q2 2025 Reduced 11.91%
$16B
$95,000 0.0% of portfolio
1,583
Q2 2025 Added 220.45%
$8.83B
$72,000 0.0% of portfolio
1,626
Q2 2025 Added 119.14%
$4.2B
$67,000 0.0% of portfolio
1,654
Q2 2025 Added 10.34%
$3.57B
$63,000 0.0% of portfolio
1,528
Q2 2025 Added 215.05%
$360M
$23,000 0.0% of portfolio
870
Q2 2025 Added 1,142.86%
$21.2B
$22,000 0.0% of portfolio
3,060
Q2 2025 Added 2,560.87%
$5.33B
$13,000 0.0% of portfolio
3,592
Q2 2025 Added 4,280.49%
$1.26B
$2,000 0.0% of portfolio
197
Q2 2025 New
$731M
$1,000 0.0% of portfolio
59
Q2 2025 New
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