Spire Wealth Management’s EverQuote EVER Stock Holding History

Spire Wealth Management’s Portfolio EVER Stock Details EVER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$19K	Buy	+799	New	+$14.6K	﹤0.01%	1455
2026 Q1	–	Sell	-567	Closed	-$15.3K	–	2306
2025 Q4	$15.3K	Buy	567 +490	+636%	+$11.9K	﹤0.01%	1575
2025 Q3	$1.76K	Hold	77	–	–	﹤0.01%	2186
2025 Q2	$1.86K	Sell	77 -32,983	-100%	-$781K	﹤0.01%	2188
2025 Q1	$866K	Buy	+33,060	New	+$757K	0.03%	434
2021 Q2	–	Sell	-85	Closed	-$3K	–	2694
2021 Q1	$3K	Buy	+85	New	+$3.62K	﹤0.01%	2746

Other funds holding EVER

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Wealth Enhancement Advisory Services

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Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return