TWD
EVER icon

True Wealth Design’s EverQuote EVER Stock Holding History

True Wealth Design’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 		$7.71K Buy
324
+288
+800% +$5.28K ﹤0.01% 1167
2026
Q1 		$556 Sell
36
-181
-83% -$3.42K ﹤0.01% 2016
2025
Q4 		$5.86K Sell
217
-133
-38% -$3.22K ﹤0.01% 1028
2025
Q3 		$8.01K Buy
350
+88
+34% +$2.13K ﹤0.01% 916
2025
Q2 		$6.34K Buy
262
+76
+41% +$1.8K ﹤0.01% 723
2025
Q1 		$4.87K Buy
186
+145
+354% +$3.32K ﹤0.01% 693
2024
Q4 		$820 Sell
41
-128
-76% -$2.42K ﹤0.01% 989
2024
Q3 		$3.56K Buy
+169
New +$3.86K ﹤0.01% 651

Other funds holding EVER

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return