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
TRMB
Trimble Inc.

Technology
352
+ 12.46%
$55.12 - $75.98 $19.4K - $26.7K
3.18K $241K
AROC
Archrock, Inc.

Energy
2.24K
+ 482.94%
$21.0 - $27.11 $47K - $60.6K
2.7K $67K
SHEL
Shell PLC

Energy
1K
+ 18.22%
$59.75 - $73.05 $60K - $73.3K
6.52K $458K
DEO
Diageo PLC

Consumer Defensive
575
+ 87.25%
$99.86 - $115.75 $57.4K - $66.6K
1.23K $124K
EWS
Ishares Inc Msci Singapore ETF

ETFs
624
+ 3.54%
$20.22 - $26.35 $12.6K - $16.4K
18.2K $473K
FRSH
Freshworks Inc.

Technology
3.63K
+ 427.56%
$12.07 - $15.98 $43.8K - $58K
4.48K $66K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
106
+ 28.57%
$179.95 - $278.88 $19.1K - $29.6K
477 $133K
CACI
Caci International Inc

Technology
125
+ 595.24%
N/A
146 $62K
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
400
+ 23.53%
$35.29 - $68.07 $14.1K - $27.2K
2.1K $142K
SSNC
Ss&C Technologies Holdings Inc

Technology
683
+ 17.68%
$71.96 - $83.42 $49.1K - $57K
4.55K $376K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.7K
+ 141.76%
$22.56 - $29.85 $38.4K - $50.9K
2.91K $83K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.65K
+ 124.62%
$10.8 - $16.92 $39.5K - $61.8K
6.59K $90K
ELY
Callaway Golf CO

Consumer Cyclical
2.87K
+ 287300.0%
N/A
2.87K $54K
FHB
First Hawaiian, Inc.

Financial Services
2.12K
+ 333.81%
$21.14 - $24.96 $44.9K - $53K
2.76K $68K
ADP
Automatic Data Processing Inc

Industrials
145
+ 5.22%
$276.76 - $326.81 $40.1K - $47.4K
2.93K $902K
WLFC
Willis Lease Finance Corp

Industrials
377
New
$130.99 - $160.57 $49.4K - $60.5K
377 $53K
HTBK
Heritage Commerce Corp

Financial Services
5.37K
+ 16272.73%
$8.25 - $9.93 $44.3K - $53.3K
5.4K $53K
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
860
New
$55.57 - $62.73 $47.8K - $53.9K
860 $53K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
797
+ 118.6%
$52.22 - $73.66 $41.6K - $58.7K
1.47K $96K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
591
+ 36.06%
$58.52 - $71.7 $34.6K - $42.4K
2.23K $153K
TFX
Teleflex Inc

Healthcare
521
+ 108.09%
$117.53 - $141.38 $61.2K - $73.7K
1K $118K
SPSC
Sps Commerce Inc

Technology
376
+ 137.73%
$121.61 - $152.67 $45.7K - $57.4K
649 $88K
PDD
Pinduoduo Inc.

Consumer Cyclical
637
+ 62.15%
$88.35 - $122.19 $56.3K - $77.8K
1.66K $173K
FUTU
Futu Holdings LTD

Financial Services
366
+ 103.39%
$74.81 - $124.33 $27.4K - $45.5K
720 $88K
CNX
Cnx Resources Corp

Energy
1.54K
+ 393.59%
$28.13 - $34.85 $43.2K - $53.5K
1.93K $64K
WTM
White Mountains Insurance Group LTD

Financial Services
30
+ 230.77%
$1699.35 - $1901.99 $51K - $57.1K
43 $77K
PINC
Premier, Inc.

Healthcare
2.26K
+ 316.27%
$18.94 - $23.3 $42.7K - $52.5K
2.97K $65K
NMIH
Nmi Holdings, Inc.

Financial Services
1.1K
+ 120.24%
$32.79 - $42.24 $36K - $46.4K
2.01K $84K
LNTH
Lantheus Holdings, Inc.

Healthcare
698
+ 190.19%
$73.86 - $108.74 $51.6K - $75.9K
1.07K $87K
AVT
Avnet Inc

Technology
863
+ 81.8%
$41.51 - $53.08 $35.8K - $45.8K
1.92K $101K
SON
Sonoco Products CO

Consumer Cyclical
1.21K
+ 315.45%
$40.6 - $47.93 $48.9K - $57.8K
1.59K $69K
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
1.63K
New
$30.29 - $33.43 $49.4K - $54.6K
1.63K $51K
OMC
Omnicom Group Inc.

Communication Services
869
+ 82.92%
$69.22 - $79.77 $60.2K - $69.3K
1.92K $137K
TROW
Price T Rowe Group Inc

Financial Services
478
+ 44.76%
$80.27 - $98.06 $38.4K - $46.9K
1.55K $149K
FSV
First Service Corp

Real Estate
292
+ 400.0%
$158.93 - $179.74 $46.4K - $52.5K
365 $63K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.03K
+ 91.78%
$30.7 - $44.12 $31.5K - $45.3K
2.15K $93K
IEX
Idex Corp

Industrials
304
+ 41.14%
$160.66 - $191.29 $48.8K - $58.2K
1.04K $183K
STN
Stantec Inc

Industrials
180
+ 15.24%
$78.92 - $109.58 $14.2K - $19.7K
1.36K $147K
LBRT
Liberty Energy Inc.

Energy
4.79K
+ 460.23%
$10.0 - $16.08 $47.9K - $77K
5.83K $66K
ALC
Alcon Inc

Healthcare
643
+ 60.04%
$82.88 - $98.3 $53.3K - $63.2K
1.71K $151K
HOLX
Hologic Inc

Healthcare
721
+ 88.47%
$52.73 - $65.22 $38K - $47K
1.54K $100K
TKR
Timken CO

Industrials
684
+ 1954.29%
$57.34 - $74.03 $39.2K - $50.6K
719 $52K
MGM
Mgm Resorts International

Consumer Cyclical
1.18K
+ 57.21%
$25.79 - $34.95 $30.5K - $41.3K
3.25K $111K
VRNS
Varonis Systems Inc

Technology
940
+ 344.32%
$37.96 - $50.93 $35.7K - $47.9K
1.21K $61K
WEC
Wec Energy Group, Inc.

Utilities
562
+ 32.35%
$102.24 - $109.76 $57.5K - $61.7K
2.3K $239K
NHC
National Healthcare Corp

Healthcare
435
+ 219.7%
$89.91 - $109.05 $39.1K - $47.4K
633 $67K
F
Ford Motor CO

Consumer Cyclical
3.33K
+ 20.83%
$8.69 - $10.85 $28.9K - $36.1K
19.3K $209K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
5.41K
+ 869.02%
$8.39 - $9.19 $45.4K - $49.8K
6.04K $54K
OSIS
Osi Systems Inc

Technology
24
+ 1.7%
$174.22 - $239.05 $4.18K - $5.74K
1.44K $323K
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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