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
CRC
California Resources Corp

Energy
1.05K
+ 242.46%
$32.4 - $47.27 $33.9K - $49.4K
1.48K $67K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
1.69K
+ 27.34%
$21.21 - $23.5 $35.8K - $39.7K
7.87K $184K
WAFD
Washington Federal Inc

Financial Services
1.67K
+ 712.39%
$24.48 - $30.05 $40.8K - $50.1K
1.9K $55K
COCO
Vita Coco Company, Inc.

Consumer Defensive
1.34K
+ 5376.0%
$27.0 - $37.18 $36.3K - $50K
1.37K $49K
TCBI
Texas Capital Bancshares Inc

Financial Services
611
+ 452.59%
$61.24 - $79.4 $37.4K - $48.5K
746 $59K
GRFS
Grifols Sa

Healthcare
4.6K
+ 127.36%
$6.49 - $9.09 $29.9K - $41.9K
8.22K $74K
AL
Air Lease Corp

Industrials
738
+ 121.58%
$40.46 - $58.71 $29.9K - $43.3K
1.35K $78K
FMX
Mexican Economic Development Inc

Consumer Defensive
438
+ 61.0%
$92.5 - $107.84 $40.5K - $47.2K
1.16K $119K
UHS
Universal Health Services Inc

Healthcare
284
+ 94.98%
$157.05 - $197.94 $44.6K - $56.2K
583 $105K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
569
+ 392.41%
$66.94 - $88.47 $38.1K - $50.3K
714 $59K
AIZ
Assurant, Inc.

Financial Services
262
+ 99.62%
$179.73 - $211.56 $47.1K - $55.4K
525 $103K
VNT
Vontier Corp

Technology
960
+ 32.62%
$28.04 - $37.3 $26.9K - $35.8K
3.9K $144K
FCNCA
First Citizens Bancshares Inc

Financial Services
21
+ 31.34%
$1561.69 - $1966.55 $32.8K - $41.3K
88 $172K
IRM
Iron Mountain Inc

Real Estate
300
+ 29.35%
$76.93 - $105.25 $23.1K - $31.6K
1.32K $135K
ESLT
Elbit Systems LTD

Industrials
85
+ 57.82%
$364.73 - $454.9 $31K - $38.7K
232 $104K
CTRA
Coterra Energy Inc.

Energy
2.33K
+ 72.55%
$22.6 - $29.07 $52.6K - $67.7K
5.54K $140K
RRC
Range Resources Corp

Energy
1.14K
+ 63.52%
$32.1 - $43.23 $36.6K - $49.2K
2.93K $119K
OFG
Ofg Bancorp

Financial Services
1.1K
+ 250.0%
$34.78 - $43.28 $38.1K - $47.4K
1.53K $65K
R
Ryder System Inc

Industrials
294
+ 316.13%
$130.14 - $160.88 $38.3K - $47.3K
387 $61K
NTCT
Netscout Systems Inc

Technology
1.92K
+ 1936.36%
$19.23 - $25.14 $36.9K - $48.2K
2.02K $50K
PFGC
Performance Food Group CO

Consumer Defensive
537
+ 440.16%
$71.62 - $89.56 $38.5K - $48.1K
659 $57K
BNS
Bank Of Nova Scotia

Financial Services
649
+ 42.81%
$44.56 - $55.27 $28.9K - $35.9K
2.17K $119K
GFI
Gold Fields LTD

Basic Materials
1.9K
+ 183.57%
$19.94 - $25.71 $37.9K - $48.8K
2.94K $69K
OZK
Bank Ozk

Financial Services
926
+ 107.3%
$37.58 - $47.34 $34.8K - $43.8K
1.79K $84K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
677
+ 7.02%
$26.69 - $33.44 $18.1K - $22.6K
10.3K $339K
LYTS
Lsi Industries Inc

Technology
2.77K
New
$14.31 - $17.43 $39.6K - $48.3K
2.77K $47K
LMAT
Lemaitre Vascular Inc

Healthcare
567
New
$77.89 - $92.6 $44.2K - $52.5K
567 $47K
UPWK
Upwork, Inc

Industrials
3.49K
+ 19361.11%
$11.8 - $17.5 $41.1K - $61K
3.5K $47K
XAR
Spdr S&P Aerospace & Defense E

ETFs
127
+ 30.75%
$144.94 - $210.94 $18.4K - $26.8K
540 $113K
FORM
Formfactor Inc

Technology
1.25K
+ 208.71%
$23.18 - $35.26 $28.9K - $43.9K
1.84K $63K
HFWA
Heritage Financial Corp

Financial Services
1.95K
+ 27871.43%
$20.97 - $24.5 $40.9K - $47.8K
1.96K $46K
CARG
Car Gurus, Inc.

Communication Services
1.36K
+ 491.7%
$25.19 - $33.64 $34.3K - $45.8K
1.64K $54K
ALGN
Align Technology Inc

Healthcare
190
+ 55.72%
$144.32 - $190.42 $27.4K - $36.2K
531 $100K
TMDX
Trans Medics Group, Inc.

Healthcare
203
+ 71.99%
$67.67 - $143.04 $13.7K - $29K
485 $64K
RGR
Sturm Ruger & CO Inc

Industrials
1.13K
+ 259.63%
N/A
1.57K $64K
WDS
Woodside Energy Group LTD

Energy
2.83K
+ 122.19%
$11.5 - $16.77 $32.5K - $47.4K
5.14K $79K
AMKR
Amkor Technology, Inc.

Technology
2.06K
+ 314.33%
$14.88 - $21.18 $30.7K - $43.7K
2.72K $57K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
2.52K
+ 1326.84%
$105.72 - $1416.0 $267K - $3.57M
2.71K $302K
HXL
Hexcel Corp

Industrials
804
+ 980.49%
$47.49 - $57.32 $38.2K - $46.1K
886 $50K
HURN
Huron Consulting Group Inc.

Industrials
336
+ 1018.18%
$132.14 - $153.61 $44.4K - $51.6K
369 $50K
ALLY
Ally Financial Inc.

Financial Services
1.17K
+ 374.92%
$30.09 - $38.95 $35.1K - $45.4K
1.48K $57K
NTES
Net Ease, Inc.

Communication Services
280
+ 106.87%
$91.37 - $134.58 $25.6K - $37.7K
542 $72K
PEN
Penumbra Inc

Healthcare
184
+ 209.09%
$253.22 - $299.78 $46.6K - $55.2K
272 $69K
CBT
Cabot Corp

Basic Materials
630
+ 344.26%
$72.47 - $84.35 $45.7K - $53.1K
813 $60K
HWC
Hancock Whitney Corp

Financial Services
710
+ 78.8%
$46.05 - $58.03 $32.7K - $41.2K
1.61K $92K
SJM
J M Smucker CO

Consumer Defensive
564
+ 111.24%
$94.41 - $118.52 $53.2K - $66.8K
1.07K $105K
UGI
Ugi Corp

Utilities
385
+ 4.2%
$30.18 - $36.59 $11.6K - $14.1K
9.54K $347K
ASR
Southeast Airport Group

Industrials
138
+ 766.67%
$253.25 - $347.82 $34.9K - $48K
156 $49K
SR
Spire Inc

Utilities
681
+ 66.9%
$71.03 - $79.07 $48.4K - $53.8K
1.7K $124K
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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