Ever Source Wealth Advisors, LLC Purchases in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
CFG
Citizens Financial Group Inc

Financial Services
2.27K
+ 52.99%
$34.27 - $44.75 $77.9K - $102K
6.57K $293K
LAD
Lithia Motors Inc

Consumer Cyclical
273
+ 49.82%
$271.94 - $339.35 $74.2K - $92.6K
821 $277K
WF
Woori Financial Group Inc.

Financial Services
64
+ 0.92%
$30.46 - $49.73 $1.95K - $3.18K
7.06K $350K
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
299
+ 2.06%
$53.69 - $67.27 $16.1K - $20.1K
14.8K $996K
MOS
Mosaic CO

Basic Materials
529
+ 5.08%
$22.76 - $36.95 $12K - $19.5K
10.9K $398K
CR
Crane Holdings, Co.

Industrials
612
+ 4080.0%
$132.79 - $189.89 $81.3K - $116K
627 $119K
BIIB
Biogen Inc.

Healthcare
1.01K
+ 102.02%
$113.38 - $135.49 $115K - $137K
2K $251K
HDB
Hdfc Bank LTD

Financial Services
1.19K
+ 48.67%
$63.78 - $77.48 $75.8K - $92K
3.63K $278K
RACE
Ferrari N.V.

Consumer Cyclical
168
+ 31.58%
$397.86 - $499.02 $66.8K - $83.8K
700 $343K
MAT
Mattel Inc

Consumer Cyclical
5.76K
+ 191.11%
$14.55 - $20.12 $83.8K - $116K
8.78K $173K
SNN
Smith & Nephew PLC

Healthcare
3.61K
+ 219.24%
$24.97 - $30.63 $90.2K - $111K
5.26K $161K
FFIV
F5, Inc.

Technology
354
+ 104.12%
$239.25 - $295.9 $84.7K - $105K
694 $204K
STLD
Steel Dynamics Inc

Basic Materials
1.17K
+ 130.07%
N/A
2.07K $202K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
2.38K
+ 98.51%
$24.3 - $42.47 $57.9K - $101K
4.8K $198K
GWRE
Guidewire Software, Inc.

Technology
396
+ 91.67%
$172.73 - $257.37 $68.4K - $102K
828 $194K
BLDR
Builders First Source, Inc.

Industrials
1.02K
+ 180.0%
$105.63 - $131.12 $107K - $133K
1.58K $184K
CHRD
Oasis Petroleum Inc.

Energy
1.22K
+ 364.18%
$82.03 - $113.54 $100K - $139K
1.56K $150K
GPI
Group 1 Automotive Inc

Consumer Cyclical
206
+ 49.05%
$372.3 - $448.86 $76.7K - $92.5K
626 $273K
SLVP
Ishares Msci Global Silver And

ETFs
6.38K
New
$12.77 - $18.26 $81.5K - $116K
6.38K $113K
MFC
Manulife Financial Corp

Financial Services
3.38K
+ 51.84%
$26.93 - $32.44 $90.9K - $109K
9.89K $315K
TS
Tenaris Sa

Energy
3.08K
+ 224.2%
$30.71 - $39.46 $94.5K - $121K
4.45K $166K
ETSY
Etsy Inc

Consumer Cyclical
2.18K
+ 174.36%
$40.8 - $63.88 $89.1K - $139K
3.44K $172K
TNL
Travel & Leisure Co.

Consumer Cyclical
2.1K
+ 327.61%
$38.78 - $51.89 $81.4K - $109K
2.74K $141K
CRUS
Cirrus Logic, Inc.

Technology
1.05K
+ 241.19%
$77.43 - $107.58 $81.6K - $113K
1.49K $155K
RJF
Raymond James Financial Inc

Financial Services
685
+ 137.27%
$123.65 - $153.88 $84.7K - $105K
1.18K $181K
TW
Tradeweb Markets Inc.

Financial Services
763
+ 226.41%
$125.37 - $149.02 $95.7K - $114K
1.1K $161K
CBRE
Cbre Group, Inc.

Real Estate
725
+ 74.74%
$113.94 - $140.12 $82.6K - $102K
1.7K $237K
MPWR
Monolithic Power Systems Inc

Technology
53
+ 11.25%
$455.19 - $737.73 $24.1K - $39.1K
524 $383K
CMS
Cms Energy Corp

Utilities
1.81K
+ 68.49%
$68.57 - $75.51 $124K - $137K
4.46K $308K
AEP
American Electric Power CO Inc

Utilities
1.25K
+ 35.4%
$98.59 - $109.11 $123K - $137K
4.79K $496K
FAS
Direxion Daily Financial Bull

ETFs
600
+ 66.67%
$105.31 - $168.6 $63.2K - $101K
1.5K $252K
WEN
Wendy'S CO

Consumer Cyclical
10.3K
+ 407.29%
$11.11 - $14.72 $115K - $152K
12.9K $147K
INGR
Ingredion Inc

Consumer Defensive
816
+ 180.53%
$123.22 - $140.95 $101K - $115K
1.27K $171K
CRM
Salesforce, Inc.

Technology
268
+ 3.15%
$236.26 - $291.15 $63.3K - $78K
8.78K $2.39M
RYN
Rayonier Inc

Real Estate
5.42K
+ 312.51%
$22.12 - $28.02 $120K - $152K
7.15K $158K
ROK
Rockwell Automation, Inc

Industrials
192
+ 31.63%
$218.97 - $332.17 $42K - $63.8K
799 $265K
SWKS
Skyworks Solutions, Inc.

Technology
1.33K
+ 137.4%
$49.2 - $74.95 $65.4K - $99.7K
2.3K $171K
WTW
Willis Towers Watson PLC

Financial Services
411
+ 71.11%
$295.96 - $337.43 $122K - $139K
989 $303K
VGIT
Vanguard Intermediate Term Tre

ETFs
602
+ 0.34%
$58.63 - $59.9 $35.3K - $36.1K
175K $10.5M
CRS
Carpenter Technology Corp

Industrials
361
+ 405.62%
$151.3 - $276.38 $54.6K - $99.8K
450 $124K
ADM
Archer Daniels Midland CO

Consumer Defensive
1.63K
+ 37.25%
$41.79 - $54.16 $68K - $88.2K
6K $316K
ROL
Rollins Inc

Consumer Cyclical
1.39K
+ 11.93%
$50.65 - $58.58 $70.6K - $81.7K
13.1K $737K
URI
United Rentals, Inc.

Industrials
93
+ 33.21%
$551.94 - $753.4 $51.3K - $70.1K
373 $281K
WDAY
Workday, Inc.

Technology
399
+ 25.99%
$210.47 - $274.71 $84K - $110K
1.93K $464K
HEI
Heico Corp

Industrials
262
+ 79.88%
$236.44 - $328.0 $61.9K - $85.9K
590 $193K
HYLS
First Tr Tactical High Yield L

ETFs
2.54K
+ 7055.56%
$39.8 - $41.84 $101K - $106K
2.58K $107K
EXLS
Exl Service Holdings, Inc.

Technology
2.46K
+ 575.18%
$41.85 - $48.48 $103K - $119K
2.88K $126K
LFUS
Littelfuse Inc

Technology
457
+ 652.86%
$149.72 - $227.31 $68.4K - $104K
527 $119K
PRIM
Primoris Services Corp

Industrials
1.34K
+ 3441.03%
$52.66 - $80.05 $70.7K - $107K
1.38K $107K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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