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
AOA
Ishares Tr Core Aggressive All

ETFs
30
+ 0.31%
$69.46 - $83.4 $2.08K - $2.5K
9.69K $808K
ETR
Entergy Corp

Utilities
1.03K
+ 16.12%
$79.01 - $86.61 $81.4K - $89.2K
7.42K $616K
SANM
Sanmina Corp

Technology
570
+ 86.76%
$67.3 - $98.07 $38.4K - $55.9K
1.23K $120K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
532
+ 82.87%
$105.8 - $131.55 $56.3K - $70K
1.17K $150K
PAHC
Phibro Animal Health Corp

Healthcare
2.69K
+ 7671.43%
$16.53 - $25.66 $44.4K - $68.9K
2.72K $69K
THG
Hanover Insurance Group, Inc.

Financial Services
412
+ 131.21%
$150.66 - $178.04 $62.1K - $73.4K
726 $123K
ADC
Agree Realty Corp

Real Estate
965
+ 245.55%
$70.68 - $79.12 $68.2K - $76.4K
1.36K $99K
EVTC
Evertec, Inc.

Technology
1.93K
+ 2751.43%
$31.89 - $38.37 $61.4K - $73.9K
2K $71K
LPX
Louisiana Pacific Corp

Industrials
794
+ 496.25%
$81.16 - $95.48 $64.4K - $75.8K
954 $82K
HCA
Hca Healthcare, Inc.

Healthcare
115
+ 18.08%
$317.61 - $387.52 $36.5K - $44.6K
751 $287K
ONB
Old National Bancorp

Financial Services
3.17K
+ 794.24%
$17.95 - $22.57 $56.9K - $71.5K
3.57K $76K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
876
+ 151.56%
$78.57 - $89.09 $68.8K - $78K
1.45K $116K
PLXS
Plexus Corp

Technology
490
+ 583.33%
$110.95 - $136.15 $54.4K - $66.7K
574 $77K
SNA
Snap On Inc

Industrials
233
+ 100.87%
$292.36 - $342.2 $68.1K - $79.7K
464 $144K
MWA
Mueller Water Products, Inc.

Industrials
2.79K
+ 677.67%
$22.82 - $27.21 $63.7K - $76K
3.2K $77K
RMD
Resmed Inc

Healthcare
186
+ 32.98%
$204.54 - $258.0 $38K - $48K
750 $193K
DCI
Donaldson CO Inc

Industrials
933
+ 84.9%
$59.18 - $71.02 $55.2K - $66.3K
2.03K $140K
YUM
Yum Brands Inc

Consumer Cyclical
522
+ 44.13%
$138.36 - $161.45 $72.2K - $84.3K
1.71K $252K
MRK
Merck & Co., Inc.

Healthcare
2.72K
+ 19.32%
$73.47 - $87.12 $200K - $237K
16.8K $1.33M
XEL
Xcel Energy Inc

Utilities
1.36K
+ 13.48%
$65.65 - $72.39 $89.5K - $98.7K
11.5K $781K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
4.19K
+ 338.53%
$16.36 - $23.0 $68.6K - $96.4K
5.43K $93K
GTES
Gates Industrial Corp PLC

Industrials
2.83K
+ 1976.92%
$15.56 - $23.13 $44K - $65.4K
2.97K $68K
FOX
Fox Corp Cl B (De)

Communication Services
1.3K
+ 130.23%
$43.81 - $53.0 $57K - $69K
2.3K $118K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.48K
+ 25.09%
$42.54 - $43.56 $62.8K - $64.3K
7.36K $320K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.95K
+ 240.55%
$50.53 - $212.53 $351K - $1.48M
9.84K $544K
FBIZ
First Business Financial Services, Inc.

Financial Services
1.29K
+ 32175.0%
$44.4 - $50.92 $57.1K - $65.5K
1.29K $65K
IR
Ingersoll Rand Inc.

Industrials
714
+ 36.35%
$66.75 - $84.94 $47.7K - $60.6K
2.68K $222K
MUR
Murphy Oil Corp

Energy
3.1K
+ 437.77%
$19.62 - $29.21 $60.7K - $90.4K
3.8K $85K
TXG
10x Genomics, Inc.

Healthcare
5.03K
+ 203.85%
$7.14 - $11.73 $35.9K - $58.9K
7.49K $86K
S
Sentinel One, Inc.

Technology
3.59K
+ 540.3%
$16.17 - $20.34 $58.1K - $73.1K
4.26K $77K
TU
Telus Corp

Communication Services
3.51K
+ 67.66%
$13.82 - $16.49 $48.5K - $57.9K
8.7K $139K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.19K
+ 744.9%
$24.67 - $30.44 $54K - $66.7K
2.48K $73K
STRA
Strategic Education, Inc.

Consumer Defensive
765
+ 192.7%
$77.09 - $92.26 $59K - $70.6K
1.16K $98K
AKAM
Akamai Technologies Inc

Technology
703
+ 152.83%
N/A
1.16K $105K
NWBI
Northwest Bancshares, Inc.

Financial Services
4.95K
+ 590.23%
$10.9 - $12.84 $54K - $63.6K
5.79K $74K
PSMT
Pricesmart Inc

Consumer Defensive
579
+ 293.91%
$82.12 - $108.35 $47.5K - $62.7K
776 $81K
TRP
Tc Energy Corp

Energy
1.24K
+ 50.47%
$44.48 - $51.4 $55.3K - $63.9K
3.71K $180K
LNT
Alliant Energy Corp

Utilities
1.09K
+ 220.45%
$58.79 - $64.85 $64K - $70.6K
1.58K $95K
CROX
Crocs, Inc.

Consumer Cyclical
634
+ 278.07%
$88.67 - $120.26 $56.2K - $76.2K
862 $87K
CSGP
Costar Group, Inc.

Real Estate
774
+ 71.93%
$72.62 - $83.22 $56.2K - $64.4K
1.85K $148K
TEF
Telefonica S A

Communication Services
10.9K
+ 108.05%
$4.37 - $5.39 $47.5K - $58.5K
20.9K $109K
BKR
Baker Hughes CO

Energy
2.37K
+ 48.84%
$35.0 - $44.92 $82.9K - $106K
7.22K $276K
TDG
Trans Digm Group Inc

Industrials
18
+ 6.95%
$1231.75 - $1520.64 $22.2K - $27.4K
277 $421K
LRN
Stride, Inc.

Consumer Defensive
424
+ 481.82%
$124.45 - $160.72 $52.8K - $68.1K
512 $74K
FDX
Fedex Corp

Industrials
448
+ 18.5%
$198.07 - $245.17 $88.7K - $110K
2.87K $652K
MTD
Mettler Toledo International Inc

Healthcare
54
+ 23.18%
$970.15 - $1216.57 $52.4K - $65.7K
287 $337K
UMC
United Microelectronics Corp

Technology
7.14K
+ 51.08%
$6.12 - $8.32 $43.7K - $59.4K
21.1K $161K
WTRG
Essential Utilities, Inc.

Utilities
1.72K
+ 168.26%
$36.92 - $41.39 $63.6K - $71.3K
2.75K $102K
VOD
Vodafone Group Public LTD CO

Communication Services
4.94K
+ 65.82%
$8.19 - $10.66 $40.4K - $52.6K
12.4K $132K
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
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