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
RPM
Rpm International Inc

Basic Materials
209
+ 88.56%
$114.03 - $128.31 $23.8K - $26.8K
445 $51K
ESLT
Elbit Systems LTD

Industrials
14
+ 10.53%
$261.47 - $413.0 $3.66K - $5.78K
147 $56K
SCI
Service Corp International

Consumer Cyclical
266
+ 74.09%
$75.99 - $84.16 $20.2K - $22.4K
625 $50K
ESS
Essex Property Trust, Inc.

Real Estate
77
+ 88.51%
N/A
164 $44K
EQH
Equitable Holdings, Inc.

Financial Services
148
+ 5.37%
$47.64 - $55.68 $7.05K - $8.24K
2.9K $151K
PEAK
Healthpeak Properties, Inc.

Real Estate
1.14K
+ 21.55%
N/A
6.41K $121K
FR
First Industrial Realty Trust Inc

Real Estate
397
+ 328.1%
$48.46 - $57.99 $19.2K - $23K
518 $27K
DT
Dynatrace, Inc.

Technology
491
+ 237.2%
$47.15 - $62.42 $23.2K - $30.6K
698 $32K
DOV
Dover Corp

Industrials
133
+ 67.51%
$174.65 - $206.43 $23.2K - $27.5K
330 $57K
VOD
Vodafone Group Public LTD CO

Communication Services
1.71K
+ 29.57%
$8.05 - $9.86 $13.8K - $16.9K
7.5K $70K
GPS
Gap Inc

Consumer Cyclical
969
+ 61.96%
N/A
2.53K $51K
BR
Broadridge Financial Solutions, Inc.

Technology
34
+ 4.71%
$221.46 - $244.83 $7.53K - $8.32K
756 $183K
UTHR
United Therapeutics Corp

Healthcare
80
+ 67.23%
$304.42 - $380.78 $24.4K - $30.5K
199 $61K
CHT
Chunghwa Telecom CO LTD

Communication Services
370
+ 10.15%
$36.78 - $39.46 $13.6K - $14.6K
4.02K $157K
SWK
Stanley Black & Decker, Inc.

Industrials
274
+ 74.05%
$76.43 - $90.41 $20.9K - $24.8K
644 $49K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
195
New
$105.24 - $117.4 $20.5K - $22.9K
195 $20K
BZ
Kanzhun LTD

Industrials
956
+ 211.5%
$12.92 - $20.56 $12.4K - $19.7K
1.41K $26K
FLTW
Franklin Templeton ETF Tr

ETFs
470
New
$43.23 - $48.94 $20.3K - $23K
470 $20K
BALL
Ball Corp

Consumer Cyclical
435
+ 44.03%
$49.04 - $56.53 $21.3K - $24.6K
1.42K $74K
KMPR
Kemper Corp

Financial Services
292
+ 48.67%
$62.81 - $69.5 $18.3K - $20.3K
892 $59K
NFG
National Fuel Gas CO

Energy
189
+ 63.42%
$60.71 - $79.19 $11.5K - $15K
487 $38K
AGI
Alamos Gold Inc

Basic Materials
594
+ 118.09%
$18.69 - $26.74 $11.1K - $15.9K
1.1K $29K
U
Unity Software Inc.

Technology
1.16K
+ 134.61%
$19.44 - $28.34 $22.5K - $32.8K
2.02K $39K
THW
Tekla World Healthcare Fund

Financial Services
1.5K
+ 25.0%
$11.09 - $12.2 $16.6K - $18.3K
7.5K $86K
HRL
Hormel Foods Corp

Consumer Defensive
619
+ 69.86%
$28.29 - $31.52 $17.5K - $19.5K
1.51K $46K
CMF
Ishares California Muni Bond E

ETFs
351
New
$55.93 - $57.47 $19.6K - $20.2K
351 $19K
KGC
Kinross Gold Corp

Basic Materials
984
+ 49.8%
$9.69 - $12.61 $9.53K - $12.4K
2.96K $37K
TXG
10x Genomics, Inc.

Healthcare
2.29K
+ 1316.67%
$8.73 - $16.31 $20K - $37.4K
2.47K $21K
LDOS
Leidos Holdings, Inc.

Technology
279
+ 13.68%
$126.82 - $161.11 $35.4K - $44.9K
2.32K $312K
NOV
Nov Inc.

Energy
1.14K
+ 47.76%
$13.99 - $16.43 $15.9K - $18.7K
3.52K $53K
DINO
Hf Sinclair Corp

Energy
644
+ 68.95%
$30.66 - $38.48 $19.7K - $24.8K
1.58K $51K
PCOR
Procore Technologies, Inc.

Technology
317
+ 165.97%
$65.21 - $88.33 $20.7K - $28K
508 $33K
IYT
Ishares Tr U.S. Transportation

ETFs
300
New
$63.37 - $73.39 $19K - $22K
300 $19K
FTI
Technip Fmc PLC

Energy
438
+ 26.1%
$25.3 - $32.57 $11.1K - $14.3K
2.12K $67K
STM
St Microelectronics N.V.

Technology
1.12K
+ 69.27%
$21.64 - $28.22 $24.2K - $31.5K
2.73K $59K
SNV
Synovus Financial Corp

Financial Services
584
+ 33.07%
$43.7 - $56.87 $25.5K - $33.2K
2.35K $109K
RIO
Rio Tinto PLC

Basic Materials
262
+ 10.24%
$58.19 - $64.29 $15.2K - $16.8K
2.82K $169K
CNA
Cna Financial Corp

Financial Services
346
+ 44.88%
$45.86 - $51.0 $15.9K - $17.6K
1.12K $56K
NSIT
Insight Enterprises Inc

Technology
133
+ 27.59%
$149.36 - $174.13 $19.9K - $23.2K
615 $92K
GOLD
Barrick Gold Corp

Basic Materials
557
+ 29.07%
$15.45 - $19.56 $8.61K - $10.9K
2.47K $48K
LOW
Lowes Companies Inc

Consumer Cyclical
346
+ 7.61%
$222.66 - $268.42 $77K - $92.9K
4.89K $1.14M
IONS
Ionis Pharmaceuticals Inc

Healthcare
689
+ 147.22%
$30.17 - $34.97 $20.8K - $24.1K
1.16K $34K
ILF
Ishares Latin America 40 ETF

ETFs
796
New
$20.87 - $24.43 $16.6K - $19.4K
796 $18K
STN
Stantec Inc

Industrials
164
+ 16.13%
$74.62 - $89.33 $12.2K - $14.7K
1.18K $97K
URI
United Rentals, Inc.

Industrials
57
+ 25.56%
$594.17 - $789.56 $33.9K - $45K
280 $175K
OHI
Omega Healthcare Investors Inc

Real Estate
449
+ 28.33%
$35.7 - $38.33 $16K - $17.2K
2.03K $77K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
684
+ 69.94%
$31.92 - $38.83 $21.8K - $26.6K
1.66K $55K
FITB
Fifth Third Bancorp

Financial Services
541
+ 47.96%
$37.48 - $44.96 $20.3K - $24.3K
1.67K $65K
EURN
Euronav Nv

Energy
1.15K
+ 57.7%
N/A
3.15K $49K
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
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email