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
CATH
Global X Fds Global X S&P 500

ETFs
883
+ 29.35%
$59.85 - $75.45 $52.8K - $66.6K
3.89K $293K
ATO
Atmos Energy Corp

Utilities
590
+ 74.12%
$145.06 - $162.66 $85.6K - $96K
1.39K $213K
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
6.51K
+ 3041.12%
$13.4 - $15.08 $87.2K - $98.1K
6.72K $93K
FLR
Fluor Corp

Industrials
1.64K
+ 380.7%
$30.86 - $51.42 $50.5K - $84.2K
2.07K $105K
EWP
Ishares Inc Msci Spain ETF

ETFs
445
+ 3.83%
$34.15 - $44.03 $15.2K - $19.6K
12.1K $531K
FHN
First Horizon Corp

Financial Services
3.84K
+ 88.08%
$16.21 - $21.2 $62.2K - $81.3K
8.19K $173K
CPRT
Copart Inc

Consumer Cyclical
2.42K
+ 59.58%
$47.72 - $63.84 $115K - $154K
6.48K $318K
DSTL
ETF Ser Solution Distillate Us

ETFs
1.61K
+ 5565.52%
$48.53 - $55.35 $78.3K - $89.3K
1.64K $90K
STM
St Microelectronics N.V.

Technology
2.16K
+ 79.06%
$17.78 - $30.41 $38.3K - $65.6K
4.88K $148K
EW
Edwards Lifesciences Corp

Healthcare
959
+ 43.18%
$67.07 - $78.22 $64.3K - $75K
3.18K $248K
XYL
Xylem Inc.

Industrials
635
+ 114.0%
$102.86 - $129.5 $65.3K - $82.2K
1.19K $154K
NI
Nisource Inc.

Utilities
2.14K
+ 51.67%
$37.11 - $40.64 $79.2K - $86.8K
6.27K $252K
PHM
Pultegroup Inc

Consumer Cyclical
804
+ 197.06%
$92.02 - $106.54 $74K - $85.7K
1.21K $127K
OKTA
Okta, Inc.

Technology
893
+ 122.66%
$91.24 - $127.3 $81.5K - $114K
1.62K $162K
FTS
Fortis Inc.

Utilities
1.73K
+ 148.03%
$44.42 - $49.76 $76.9K - $86.2K
2.9K $138K
PPC
Pilgrims Pride Corp

Consumer Defensive
3.1K
+ 54.99%
$44.55 - $56.26 $138K - $174K
8.74K $392K
AFRM
Affirm Holdings, Inc.

Technology
427
+ 18.48%
$35.75 - $69.14 $15.3K - $29.5K
2.74K $189K
CHK
Chesapeake Energy Corp

Energy
993
+ 106.89%
N/A
1.92K $164K
UBS
Ubs Group Ag

Financial Services
1.59K
+ 16.68%
$26.12 - $33.82 $41.6K - $53.9K
11.1K $377K
JNPR
Juniper Networks Inc

Technology
1.97K
+ 116.69%
$33.93 - $39.93 $66.7K - $78.5K
3.65K $145K
CALM
Cal Maine Foods Inc

Consumer Defensive
830
+ 322.96%
$90.17 - $103.07 $74.8K - $85.5K
1.09K $108K
EQIX
Equinix Inc

Real Estate
115
+ 33.63%
$740.07 - $914.43 $85.1K - $105K
457 $363K
EBAY
Ebay Inc

Consumer Cyclical
790
+ 21.53%
$59.52 - $79.36 $47K - $62.7K
4.46K $332K
BAH
Booz Allen Hamilton Holding Corp

Industrials
815
+ 132.74%
$99.97 - $129.69 $81.5K - $106K
1.43K $148K
RAVI
Flexshares Tr Ready Access Var

ETFs
1.12K
New
$75.04 - $75.51 $84.1K - $84.6K
1.12K $84K
AZO
Autozone Inc

Consumer Cyclical
98
+ 3.52%
$3478.38 - $3880.15 $341K - $380K
2.88K $10.7M
VICI
Vici Properties Inc.

Real Estate
2.53K
+ 38.97%
$29.41 - $32.97 $74.5K - $83.5K
9.03K $294K
PFG
Principal Financial Group Inc

Financial Services
1.12K
+ 96.21%
$69.56 - $86.19 $77.7K - $96.3K
2.28K $180K
ITA
Ishares Tr

ETFs
7
+ 0.3%
$135.31 - $188.64 $947 - $1.32K
2.32K $436K
FIVE
Five Below, Inc

Consumer Cyclical
532
+ 238.57%
$55.75 - $131.18 $29.7K - $69.8K
755 $99K
PSO
Pearson PLC

Communication Services
6.01K
+ 83.67%
$14.41 - $16.64 $86.6K - $100K
13.2K $197K
HON
Honeywell International Inc

Industrials
52
+ 1.57%
$182.86 - $232.88 $9.51K - $12.1K
3.37K $785K
ROKU
Roku, Inc

Communication Services
826
+ 145.42%
$55.1 - $87.89 $45.5K - $72.6K
1.39K $122K
AZZ
Azz Inc

Industrials
859
+ 1145.33%
$75.58 - $95.07 $64.9K - $81.7K
934 $88K
SSRM
Ssr Mining Inc.

Basic Materials
6.22K
+ 515.15%
$9.09 - $13.07 $56.6K - $81.3K
7.43K $94K
BCS
Barclays PLC

Financial Services
2.66K
+ 26.39%
$12.69 - $18.61 $33.8K - $49.6K
12.8K $237K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.66K
+ 27.57%
$35.35 - $42.68 $58.7K - $70.8K
7.68K $327K
LNW
Light & Wonder, Inc.

Consumer Cyclical
790
+ 153.1%
$77.8 - $96.26 $61.5K - $76K
1.31K $125K
ASX
Ase Technology Holding Co., Ltd.

Technology
5.22K
+ 29.87%
$7.42 - $10.65 $38.7K - $55.6K
22.7K $234K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.71K
+ 155.8%
$25.21 - $34.03 $68.4K - $92.4K
4.46K $133K
LMT
Lockheed Martin Corp

Industrials
84
+ 3.32%
$430.82 - $486.45 $36.2K - $40.9K
2.61K $1.21M
ABC
Amerisourcebergen Corp

Healthcare
434
+ 31.98%
N/A
1.79K $331K
AJG
Arthur J. Gallagher & Co.

Financial Services
475
+ 16.62%
$310.86 - $348.77 $148K - $166K
3.33K $1.07M
SONY
Sony Group Corp

Technology
2.74K
+ 21.09%
$21.24 - $26.88 $58.2K - $73.6K
15.7K $409K
CPA
Copa Holdings, S.A.

Industrials
526
+ 42.11%
$83.12 - $109.97 $43.7K - $57.8K
1.78K $195K
ESNT
Essent Group Ltd.

Financial Services
1.28K
+ 160.0%
$52.78 - $61.24 $67.6K - $78.4K
2.08K $126K
WCC
Wesco International Inc

Industrials
368
+ 95.58%
$132.86 - $186.1 $48.9K - $68.5K
753 $139K
GATX
Gatx Corp

Industrials
525
+ 318.18%
$141.27 - $159.24 $74.2K - $83.6K
690 $105K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
384
+ 102.67%
$162.37 - $200.76 $62.4K - $77.1K
758 $143K
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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