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
BP
Bp PLC

Energy
4.86K
+ 45.46%
$26.11 - $33.81 $127K - $164K
15.5K $465K
FLJP
Franklin Templeton ETF Tr

ETFs
554
+ 1.76%
$26.35 - $32.28 $14.6K - $17.9K
31.9K $1.03M
AR
Antero Resources Corp

Energy
2.62K
+ 701.34%
$31.92 - $43.78 $83.5K - $115K
2.99K $120K
LHX
L3 Harris Technologies, Inc.

Industrials
67
+ 3.18%
$200.21 - $256.99 $13.4K - $17.2K
2.17K $544K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
738
+ 231.35%
$97.32 - $136.25 $71.8K - $101K
1.06K $134K
AVPT
Ave Point, Inc.

Technology
5.26K
+ 6111.63%
$13.33 - $19.99 $70.1K - $105K
5.34K $103K
MLM
Martin Marietta Materials Inc

Basic Materials
175
+ 205.88%
$452.51 - $568.19 $79.2K - $99.4K
260 $142K
MMS
Maximus, Inc.

Industrials
1.43K
+ 413.91%
$65.54 - $76.8 $93.6K - $110K
1.77K $124K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
2.3K
+ 1299.44%
$38.18 - $45.52 $87.8K - $105K
2.48K $108K
HLI
Houlihan Lokey, Inc.

Financial Services
351
+ 17.14%
$141.59 - $182.75 $49.7K - $64.1K
2.4K $431K
AZN
Astrazeneca PLC

Healthcare
1.73K
+ 29.12%
$64.87 - $75.0 $112K - $130K
7.66K $535K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
2.6K
+ 60.35%
$19.5 - $30.4 $50.7K - $79K
6.9K $202K
MHK
Mohawk Industries Inc

Consumer Cyclical
971
+ 837.07%
$97.99 - $117.15 $95.1K - $114K
1.09K $113K
MFG
Mizuho Financial Group Inc

Financial Services
17.9K
+ 141.67%
$4.25 - $5.66 $76K - $101K
30.5K $169K
FNF
Fidelity National Financial, Inc.

Financial Services
2.04K
+ 134.21%
$53.62 - $66.59 $110K - $136K
3.57K $199K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
4.03K
+ 11.91%
$22.43 - $23.23 $90.4K - $93.6K
37.9K $879K
RING
Ishares Inc Msci Global Gold M

ETFs
2.28K
New
$34.72 - $45.62 $79.3K - $104K
2.28K $99K
GWW
W.W. Grainger, Inc.

Industrials
86
+ 51.81%
$919.93 - $1101.66 $79.1K - $94.7K
252 $262K
CTSH
Cognizant Technology Solutions Corp

Technology
1.21K
+ 52.62%
$66.47 - $81.81 $80.7K - $99.3K
3.52K $274K
ACT
Enact Holdings, Inc.

Financial Services
2.62K
+ 427.45%
$31.91 - $37.44 $83.5K - $97.9K
3.23K $119K
CDW
Cdw Corp

Technology
376
+ 22.33%
$144.49 - $190.68 $54.3K - $71.7K
2.06K $367K
ROST
Ross Stores, Inc.

Consumer Cyclical
771
+ 65.06%
$126.62 - $154.26 $97.6K - $119K
1.96K $249K
HRL
Hormel Foods Corp

Consumer Defensive
3.23K
+ 214.35%
$29.11 - $31.44 $93.9K - $101K
4.73K $143K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
4.66K
+ 583.58%
$21.06 - $24.14 $98.1K - $112K
5.46K $116K
NTRS
Northern Trust Corp

Financial Services
596
+ 79.05%
$84.45 - $126.79 $50.3K - $75.6K
1.35K $171K
CCI
Crown Castle International Corp

Real Estate
969
+ 61.72%
$94.83 - $107.06 $91.9K - $104K
2.54K $260K
MKL
Markel Corp

Financial Services
46
+ 139.39%
$1678.5 - $1997.36 $77.2K - $91.9K
79 $157K
GNTX
Gentex Corp

Consumer Cyclical
4.3K
+ 2038.39%
$20.83 - $23.52 $89.6K - $101K
4.51K $99K
KR
Kroger CO

Consumer Defensive
1.17K
+ 41.78%
$64.62 - $74.0 $75.4K - $86.4K
3.96K $284K
ENB
Enbridge Inc

Energy
1.85K
+ 17.12%
$41.09 - $47.16 $76.1K - $87.3K
12.7K $573K
PATK
Patrick Industries Inc

Consumer Cyclical
1.01K
+ 671.33%
$74.33 - $93.03 $74.9K - $93.7K
1.16K $106K
STNG
Scorpio Tankers Inc.

Energy
2.4K
+ 593.09%
$31.86 - $44.3 $76.5K - $106K
2.81K $109K
YOU
Clear Secure, Inc.

Technology
3.4K
+ 2061.21%
$23.96 - $27.76 $81.5K - $94.4K
3.57K $98K
CASY
Caseys General Stores Inc

Consumer Cyclical
177
+ 431.71%
$415.82 - $510.91 $73.6K - $90.4K
218 $111K
TDC
Teradata Corp

Technology
4.25K
+ 8665.31%
$19.2 - $23.59 $81.5K - $100K
4.3K $95K
CAH
Cardinal Health Inc

Healthcare
168
+ 7.71%
$125.0 - $168.0 $21K - $28.2K
2.35K $394K
SPXS
Direxion Shs ETF Tr Daily S&P

ETFs
20K
New
$4.69 - $9.84 $93.8K - $197K
20K $93K
ABCB
Ameris Bancorp

Financial Services
1.39K
+ 432.92%
$50.69 - $64.92 $70.7K - $90.5K
1.72K $111K
MTB
M&T Bank Corp

Financial Services
404
+ 41.14%
$156.58 - $193.99 $63.3K - $78.4K
1.39K $268K
SPG
Simon Property Group Inc

Real Estate
637
+ 32.5%
$140.37 - $171.44 $89.4K - $109K
2.6K $417K
ARLO
Arlo Technologies, Inc.

Industrials
5.3K
+ 1682.86%
$8.41 - $17.36 $44.6K - $92K
5.62K $95K
V
Visa Inc.

Financial Services
16
+ 0.09%
$308.27 - $373.31 $4.93K - $5.97K
18.8K $6.66M
CI
Cigna Corp

Healthcare
272
+ 21.4%
$301.89 - $340.04 $82.1K - $92.5K
1.54K $510K
HES
Hess Corp

Energy
818
+ 77.46%
$126.32 - $161.29 $103K - $132K
1.87K $259K
UNM
Unum Group

Financial Services
1.13K
+ 157.44%
$70.48 - $82.91 $79.8K - $93.9K
1.85K $149K
CTVA
Corteva, Inc.

Basic Materials
980
+ 62.06%
$55.52 - $74.53 $54.4K - $73K
2.56K $190K
PUK
Prudential PLC

Financial Services
3.4K
+ 196.99%
$18.03 - $25.49 $61.4K - $86.8K
5.13K $128K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.52K
+ 21.26%
$32.66 - $40.75 $49.7K - $62.1K
8.69K $351K
GPS
Gap Inc

Consumer Cyclical
4.48K
+ 176.98%
N/A
7.02K $141K
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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