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
ERIE
Erie Indemnity CO

Financial Services
29
+ 96.67%
$377.62 - $450.61 $11K - $13.1K
59 $24K
CPNG
Coupang, Inc.

Consumer Cyclical
545
+ 39.61%
$21.34 - $25.52 $11.6K - $13.9K
1.92K $42K
NMR
Nomura Holdings Inc

Financial Services
1.03K
+ 6.77%
$5.56 - $6.98 $5.72K - $7.18K
16.2K $99K
ITGR
Integer Holdings Corp

Healthcare
105
+ 156.72%
$115.16 - $144.36 $12.1K - $15.2K
172 $20K
ALE
Allete Inc

Utilities
174
+ 33.02%
$64.9 - $65.91 $11.3K - $11.5K
701 $46K
PTCT
Ptc Therapeutics, Inc.

Healthcare
221
+ 204.63%
$41.81 - $57.17 $9.24K - $12.6K
329 $16K
MLPX
Global X Mlp & Energy Infrastr

ETFs
175
+ 176.77%
$59.6 - $67.2 $10.4K - $11.8K
274 $17K
LMT
Lockheed Martin Corp

Industrials
229
+ 9.96%
$423.19 - $506.29 $96.9K - $116K
2.53K $1.13M
BEN
Franklin Resources Inc

Financial Services
664
+ 91.21%
$18.92 - $22.24 $12.6K - $14.8K
1.39K $26K
AXON
Axon Enterprise, Inc.

Industrials
63
+ 20.26%
$496.65 - $710.01 $31.3K - $44.7K
374 $196K
BWA
Borgwarner Inc

Consumer Cyclical
487
+ 78.8%
$27.78 - $32.9 $13.5K - $16K
1.11K $31K
ACAD
Acadia Pharmaceuticals Inc

Healthcare
815
+ 93.68%
$16.61 - $20.29 $13.5K - $16.5K
1.69K $27K
ONTO
Onto Innovation Inc.

Technology
123
+ 189.23%
$121.34 - $224.5 $14.9K - $27.6K
188 $22K
ASND
Ascendis Pharma A/S

Healthcare
49
+ 23.11%
$119.49 - $168.84 $5.86K - $8.27K
261 $40K
UNM
Unum Group

Financial Services
65
+ 9.94%
$71.8 - $83.34 $4.67K - $5.42K
719 $58K
AOS
Smith A O Corp

Industrials
180
+ 49.86%
$65.16 - $72.69 $11.7K - $13.1K
541 $35K
LECO
Lincoln Electric Holdings Inc

Industrials
54
+ 63.53%
$180.51 - $216.81 $9.75K - $11.7K
139 $26K
TALO
Talos Energy Inc.

Energy
1.22K
+ 1185.44%
$8.21 - $11.01 $10K - $13.4K
1.32K $12K
GH
Guardant Health, Inc.

Healthcare
10
+ 1.08%
$31.77 - $49.94 $318 - $499
938 $39K
TWST
Twist Bioscience Corp

Healthcare
291
+ 398.63%
$36.71 - $54.07 $10.7K - $15.7K
364 $14K
TMDX
Trans Medics Group, Inc.

Healthcare
169
+ 149.56%
$56.73 - $79.42 $9.59K - $13.4K
282 $18K
RPAY
Repay Holdings Corp

Technology
2.31K
+ 254.97%
$5.48 - $7.7 $12.7K - $17.8K
3.22K $17K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
397
+ 49.32%
$22.15 - $24.94 $8.79K - $9.9K
1.2K $29K
SYY
Sysco Corp

Consumer Defensive
194
+ 6.84%
$70.0 - $77.13 $13.6K - $15K
3.03K $227K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
64
+ 85.33%
$186.55 - $250.04 $11.9K - $16K
139 $28K
VLY
Valley National Bancorp

Financial Services
1.19K
+ 231.46%
$8.56 - $10.42 $10.2K - $12.4K
1.71K $15K
LSPD
Lightspeed Commerce Inc.

Technology
1.28K
+ 4748.15%
$8.75 - $16.19 $11.2K - $20.8K
1.31K $11K
MCW
Mister Car Wash, Inc.

Consumer Cyclical
1.21K
+ 42.99%
$6.98 - $8.49 $8.42K - $10.2K
4.01K $31K
PRCT
Procept Bio Robotics Corp

Healthcare
188
+ 989.47%
$56.03 - $88.57 $10.5K - $16.7K
207 $12K
PBA
Pembina Pipeline Corp

Energy
145
+ 10.31%
$35.13 - $40.12 $5.09K - $5.82K
1.55K $62K
NU
Nu Holdings Ltd.

Financial Services
1.08K
+ 87.93%
$10.12 - $13.95 $10.9K - $15K
2.3K $23K
DHT
Dht Holdings, Inc.

Energy
964
+ 124.55%
$9.33 - $11.85 $8.99K - $11.4K
1.74K $18K
WRE
Washington Real Estate Investment Trust
675
+ 41.21%
N/A
2.31K $40K
MGA
Magna International Inc

Consumer Cyclical
380
+ 135.23%
$33.99 - $41.85 $12.9K - $15.9K
661 $22K
OMI
Owens & Minor Inc

Healthcare
1.27K
New
$6.22 - $15.07 $7.9K - $19.1K
1.27K $11K
WMK
Weis Markets Inc

Consumer Defensive
135
+ 364.86%
$62.92 - $82.56 $8.49K - $11.1K
172 $13K
SYF
Synchrony Financial

Financial Services
394
+ 48.64%
$51.9 - $70.63 $20.4K - $27.8K
1.2K $63K
MKTX
Marketaxess Holdings Inc

Financial Services
50
+ 294.12%
$189.81 - $226.47 $9.49K - $11.3K
67 $14K
ROG
Rogers Corp

Technology
174
+ 1023.53%
$67.53 - $102.68 $11.8K - $17.9K
191 $12K
GHC
Graham Holdings CO

Consumer Defensive
3
+ 3.41%
$854.34 - $983.77 $2.56K - $2.95K
91 $87K
G
Genpact LTD

Technology
16
+ 1.11%
$42.88 - $55.54 $686 - $889
1.46K $73K
EWBC
East West Bancorp Inc

Financial Services
145
+ 28.6%
$84.35 - $103.91 $12.2K - $15.1K
652 $58K
IEX
Idex Corp

Industrials
149
+ 25.25%
$178.23 - $224.31 $26.6K - $33.4K
739 $133K
PR
Permian Resources Corporation

Energy
677
+ 251.67%
$12.33 - $16.0 $8.35K - $10.8K
946 $13K
AA
Alcoa Corp

Basic Materials
427
+ 134.28%
$30.5 - $39.53 $13K - $16.9K
745 $22K
SNX
Td Synnex Corp

Technology
165
+ 29.41%
$103.96 - $144.69 $17.2K - $23.9K
726 $75K
PHM
Pultegroup Inc

Consumer Cyclical
116
+ 39.73%
$101.09 - $118.51 $11.7K - $13.7K
408 $41K
PAR
Par Technology Corp

Technology
169
+ 4225.0%
$58.73 - $76.0 $9.93K - $12.8K
173 $10K
FLKR
Franklin Templeton ETF Tr

ETFs
557
New
$17.48 - $19.91 $9.74K - $11.1K
557 $10K
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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