Ever Source Wealth Advisors, LLC Portfolio Holdings

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

Ever Source Wealth Advisors, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.95 Billion distributed in 12073 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $76.4M, Vanguard Ftse Developed Market with a value of $63M, Vanguard Value ETF with a value of $57.6M, Ishares Gold Trust with a value of $45.7M, and Nvidia Corp with a value of $36.8M.

Examining the 13F form we can see an increase of $290M in the current position value, from $1.66B to 1.95B.

Below you can find more details about Ever Source Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.95 Billion
ETFs: $1.03 Billion
Technology: $279 Million
Financial Services: $160 Million
Consumer Cyclical: $126 Million
Industrials: $72.7 Million
Communication Services: $63.1 Million
Healthcare: $61.6 Million
Energy: $40.8 Million
Other: $85.3 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$453B
$3.64 Million 0.19% of portfolio
5
Q1 2025 Reduced 28.57%
$0
$3.67 Million 0.19% of portfolio
81,818
Q2 2025 Reduced 3.93%
$0
$3.71 Million 0.19% of portfolio
68,843
Q2 2025 Added 25.12%
$0
$3.76 Million 0.19% of portfolio
11,083
Q2 2025 Added 1,561.62%
$8.81B
$3.6 Million 0.18% of portfolio
97,200
Q2 2025 Added 3.8%
$254B
$3.46 Million 0.18% of portfolio
4,895
Q2 2025 Added 3.47%
$0
$3.5 Million 0.18% of portfolio
87,873
Q2 2025 Added 8.61%
$0
$3.46 Million 0.18% of portfolio
83,634
Q2 2025 Reduced 1.66%
$0
$3.56 Million 0.18% of portfolio
134,251
Q2 2025 Added 10.64%
$7.55B
$3.42 Million 0.18% of portfolio
32,676
Q2 2025 Added 20,981.29%
$0
$3.25 Million 0.17% of portfolio
35,715
Q2 2025 Added 49.69%
$0
$3.33 Million 0.17% of portfolio
52,445
Q2 2025 Added 9.39%
$0
$3.41 Million 0.17% of portfolio
86,284
Q2 2025 Added 30.93%
$610B
$3.23 Million 0.17% of portfolio
14,758
Q2 2025 Reduced 16.06%
$110B
$3.11 Million 0.16% of portfolio
10,187
Q2 2025 Added 10.72%
$100B
$3.13 Million 0.16% of portfolio
34,043
Q2 2025 Added 8.27%
$0
$2.9 Million 0.15% of portfolio
76,688
Q2 2025 Reduced 13.86%
$280M
$2.99 Million 0.15% of portfolio
298,539
Q1 2025 Added 5,757.15%
$0
$2.83 Million 0.15% of portfolio
25,661
Q2 2025 Reduced 4.26%
$0
$2.67 Million 0.14% of portfolio
69,149
Q2 2025 Added 10.76%
$0
$2.74 Million 0.14% of portfolio
14,063
Q2 2025 Added 4.15%
$0
$2.78 Million 0.14% of portfolio
15,224
Q2 2025 Added 22.03%
$0
$2.81 Million 0.14% of portfolio
60,757
Q2 2025 Reduced 22.47%
$0
$2.43 Million 0.13% of portfolio
9,612
Q2 2025 Reduced 4.86%
$4.79B
$2.48 Million 0.13% of portfolio
31,991
Q2 2025 Added 0.95%
$0
$2.46 Million 0.13% of portfolio
17,365
Q2 2025 Added 2,714.42%
$1.2T
$2.59 Million 0.13% of portfolio
11,445
Q2 2025 Added 43.67%
$463B
$2.25 Million 0.12% of portfolio
14,700
Q2 2025 Reduced 25.18%
$301B
$2.26 Million 0.12% of portfolio
8,765
Q2 2025 Reduced 11.75%
$256B
$2.39 Million 0.12% of portfolio
8,778
Q2 2025 Added 3.15%
$13.1B
$2.36 Million 0.12% of portfolio
10,230
Q2 2025 Added 1.27%
$0
$2.38 Million 0.12% of portfolio
23,962
Q2 2025 Added 105.93%
$0
$2.27 Million 0.12% of portfolio
36,672
Q2 2025 Added 4.9%
$0
$2.19 Million 0.11% of portfolio
44,539
Q2 2025 Reduced 12.93%
$12.9B
$2.15 Million 0.11% of portfolio
233,575
Q2 2025 Added 3,717.83%
$76.4B
$2.12 Million 0.11% of portfolio
9,469
Q2 2025 Added 63.65%
$7.43B
$2.07 Million 0.11% of portfolio
18,730
Q2 2025 Added 2.51%
$0
$2.1 Million 0.11% of portfolio
21,126
Q2 2025 Added 1.57%
$0
$2.1 Million 0.11% of portfolio
70,918
Q2 2025 Reduced 10.38%
$126B
$2.18 Million 0.11% of portfolio
24,273
Q2 2025 Reduced 64.09%
$255B
$2.15 Million 0.11% of portfolio
15,235
Q2 2025 Added 3.52%
$18.5B
$2.14 Million 0.11% of portfolio
5,264
Q2 2025 Added 106.51%
$13.9B
$2.15 Million 0.11% of portfolio
26,483
Q2 2025 Added 20.53%
$0
$2.12 Million 0.11% of portfolio
41,167
Q2 2025 Added 11.03%
$259B
$2.13 Million 0.11% of portfolio
11,681
Q2 2025 Added 33.56%
$7.05B
$1.99 Million 0.1% of portfolio
45,034
Q2 2025 Added 7.37%
$372B
$1.95 Million 0.1% of portfolio
12,263
Q2 2025 Reduced 33.43%
$0
$1.93 Million 0.1% of portfolio
18,148
Q2 2025 Reduced 1.96%
$0
$1.95 Million 0.1% of portfolio
34,730
Q2 2025 Reduced 29.69%

Summary

  • Portfolio
  • No. of Stocks 12,073
  • Current Value $1.95 Billion
  • Prior Value $1.66 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 419 stocks
  • Additional Purchases 2,750 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 740 stocks
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