Ever Source Wealth Advisors, LLC Purchases in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
67
+ 2.62%
$73.71 - $87.55 $4.94K - $5.87K
2.63K $228K
EPR
Epr Properties

Real Estate
358
+ 23.4%
$43.98 - $53.81 $15.7K - $19.3K
1.89K $99K
IDA
Idacorp Inc

Utilities
237
+ 32.69%
$105.58 - $119.04 $25K - $28.2K
962 $111K
PKX
Posco Holdings Inc.

Basic Materials
639
+ 159.35%
$39.82 - $55.32 $25.4K - $35.3K
1.04K $49K
RS
Reliance Steel & Aluminum CO

Basic Materials
78
+ 18.44%
$266.61 - $302.66 $20.8K - $23.6K
501 $144K
WAT
Waters Corp

Healthcare
86
+ 68.8%
$362.16 - $417.28 $31.1K - $35.9K
211 $77K
GL
Globe Life Inc.

Financial Services
181
+ 49.59%
$111.2 - $131.72 $20.1K - $23.8K
546 $71K
MAT
Mattel Inc

Consumer Cyclical
1.47K
+ 95.4%
$17.73 - $21.94 $26.1K - $32.3K
3.02K $58K
FE
Firstenergy Corp

Utilities
732
+ 34.74%
$37.95 - $43.5 $27.8K - $31.8K
2.84K $114K
ALC
Alcon Inc

Healthcare
238
+ 28.57%
$82.73 - $96.8 $19.7K - $23K
1.07K $101K
CNHI
Cnh Industrial N.V.

Industrials
3K
+ 133.85%
N/A
5.24K $54K
DGX
Quest Diagnostics Inc

Healthcare
224
+ 4.24%
N/A
5.5K $754K
E
Eni Spa

Energy
875
+ 77.92%
$27.51 - $31.47 $24.1K - $27.5K
2K $61K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
205
+ 111.41%
$166.63 - $185.86 $34.2K - $38.1K
389 $64K
KEYS
Keysight Technologies, Inc.

Technology
349
+ 17.88%
$148.16 - $185.11 $51.7K - $64.6K
2.3K $344K
MPW
Medical Properties Trust Inc

Real Estate
1.52K
+ 15.08%
$3.83 - $6.21 $5.82K - $9.44K
11.6K $69K
CTSH
Cognizant Technology Solutions Corp

Technology
405
+ 21.29%
$75.32 - $90.7 $30.5K - $36.7K
2.31K $176K
CMPS
Compass Pathways PLC

Healthcare
3.63K
New
N/A
3.63K $30K
DRD
Drdgold LTD

Basic Materials
437
+ 12.55%
$8.63 - $15.47 $3.77K - $6.76K
3.92K $60K
MOS
Mosaic CO

Basic Materials
154
+ 1.5%
$23.08 - $28.8 $3.55K - $4.44K
10.4K $281K
ZION
Zions Bancorporation, National Association

Financial Services
650
+ 120.15%
$47.0 - $59.03 $30.6K - $38.4K
1.19K $59K
UMC
United Microelectronics Corp

Technology
3.25K
+ 30.3%
$5.69 - $7.15 $18.5K - $23.2K
14K $99K
DXCM
Dexcom Inc

Healthcare
525
+ 75.32%
$67.74 - $90.75 $35.6K - $47.6K
1.22K $83K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.35K
+ 26.03%
$12.89 - $15.19 $17.4K - $20.5K
6.54K $97K
PWZ
Invesco California Amt Free Mu

ETFs
1.23K
New
$23.68 - $24.72 $29.1K - $30.3K
1.23K $29K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
549
New
$52.31 - $54.02 $28.7K - $29.7K
549 $29K
KEY
Keycorp

Financial Services
1.92K
+ 142.77%
$15.15 - $18.3 $29K - $35.1K
3.26K $52K
FLCH
Franklin Templeton ETF Tr

ETFs
1.37K
New
$17.31 - $22.91 $23.6K - $31.3K
1.37K $29K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.72K
+ 32.45%
$9.19 - $12.93 $15.8K - $22.3K
7.04K $78K
UWMC
Uwm Holdings Corp

Financial Services
5.46K
+ 314.04%
$5.43 - $6.63 $29.6K - $36.2K
7.2K $39K
GWW
W.W. Grainger, Inc.

Industrials
38
+ 29.69%
$953.54 - $1132.42 $36.2K - $43K
166 $163K
NOK
Nokia Corp

Technology
4.21K
+ 50.8%
$4.43 - $5.42 $18.7K - $22.8K
12.5K $65K
PUK
Prudential PLC

Financial Services
1.22K
+ 242.86%
$14.54 - $21.92 $17.8K - $26.8K
1.73K $37K
BBY
Best Buy CO Inc

Consumer Cyclical
537
+ 63.4%
$70.3 - $91.1 $37.8K - $48.9K
1.38K $101K
SKM
Sk Telecom CO LTD

Communication Services
1.36K
+ 35.57%
$20.91 - $23.05 $28.4K - $31.3K
5.17K $109K
RYN
Rayonier Inc

Real Estate
988
+ 132.44%
$24.95 - $28.24 $24.7K - $27.9K
1.73K $48K
ILCV
Ishares Morningstar Value ETF

ETFs
352
New
$79.37 - $85.24 $27.9K - $30K
352 $28K
SHG
Shinhan Financial Group CO LTD

Financial Services
802
+ 14.73%
N/A
6.25K $216K
BPOP
Popular, Inc.

Financial Services
302
+ 1118.52%
$87.14 - $106.33 $26.3K - $32.1K
329 $30K
OSK
Oshkosh Corp

Industrials
302
+ 220.44%
$89.56 - $116.4 $27K - $35.2K
439 $41K
REAL
The Real Real, Inc.

Consumer Cyclical
5.33K
+ 13669.23%
$5.11 - $9.93 $27.2K - $52.9K
5.37K $28K
CPA
Copa Holdings, S.A.

Industrials
258
+ 26.03%
$85.71 - $98.05 $22.1K - $25.3K
1.25K $115K
ENTG
Entegris Inc

Technology
513
+ 35.43%
$87.48 - $109.53 $44.9K - $56.2K
1.96K $171K
NWSA
News Corp

Communication Services
1.08K
+ 34.28%
$26.29 - $30.49 $28.3K - $32.8K
4.22K $114K
XLI
Industrial Sector Spdr

ETFs
218
+ 17.47%
$128.78 - $141.67 $28.1K - $30.9K
1.47K $192K
AGNC
Agnc Investment Corp.

Real Estate
2.41K
+ 24.17%
$9.12 - $10.54 $21.9K - $25.3K
12.4K $118K
GLW
Corning Inc

Technology
783
+ 16.31%
$44.91 - $54.25 $35.2K - $42.5K
5.58K $255K
WEN
Wendy'S CO

Consumer Cyclical
1.87K
+ 278.81%
$14.17 - $16.17 $26.5K - $30.2K
2.54K $37K
SR
Spire Inc

Utilities
247
+ 32.04%
$65.62 - $78.25 $16.2K - $19.3K
1.02K $79K
Activity Summary
Buys All Purchases 2695 New Holdings 489 Increased Positions 2206 Sells All Sells 1001 Reductions 996 Sold out 5 Options Calls 1 Puts 1
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