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
IPGP
Ipg Photonics Corp

Technology
578
+ 348.19%
$49.68 - $69.26 $28.7K - $40K
744 $51K
ENVA
Enova International, Inc.

Financial Services
350
+ 350.0%
$85.91 - $111.52 $30.1K - $39K
450 $50K
ODFL
Old Dominion Freight Line, Inc.

Industrials
298
+ 10.7%
$146.74 - $176.07 $43.7K - $52.5K
3.08K $500K
DXPE
Dxp Enterprises Inc

Industrials
456
+ 3507.69%
$71.8 - $92.02 $32.7K - $42K
469 $41K
TDW
Tidewater Inc

Energy
870
+ 701.61%
$32.27 - $48.26 $28.1K - $42K
994 $45K
UFCS
United Fire Group Inc

Financial Services
1.4K
+ 812.79%
$25.7 - $29.65 $35.9K - $41.5K
1.57K $45K
SNX
Td Synnex Corp

Technology
126
+ 17.36%
$95.81 - $137.79 $12.1K - $17.4K
852 $115K
NNI
Nelnet Inc

Financial Services
313
+ 137.28%
$101.27 - $121.3 $31.7K - $38K
541 $65K
NWL
Newell Brands Inc.

Consumer Defensive
7.94K
+ 199.15%
$4.48 - $6.27 $35.6K - $49.8K
11.9K $64K
BRY
Berry Corp (Bry)

Energy
14.5K
+ 3740.05%
$2.17 - $3.3 $31.4K - $47.8K
14.9K $41K
PTEN
Patterson Uti Energy Inc

Energy
7.17K
+ 494.55%
$5.46 - $8.56 $39.2K - $61.4K
8.62K $51K
CELH
Celsius Holdings, Inc.

Consumer Defensive
794
+ 244.31%
$33.89 - $46.39 $26.9K - $36.8K
1.12K $51K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
828
+ 4.26%
$46.41 - $47.7 $38.4K - $39.5K
20.3K $963K
CHWY
Chewy, Inc.

Consumer Cyclical
878
+ 412.21%
$31.21 - $48.21 $27.4K - $42.3K
1.09K $46K
NOV
Nov Inc.

Energy
4K
+ 113.37%
$11.11 - $15.41 $44.4K - $61.6K
7.52K $93K
CRDO
Credo Technology Group Holding LTD

Technology
333
+ 198.21%
$33.3 - $95.05 $11.1K - $31.7K
501 $46K
WSFS
Wsfs Financial Corp

Financial Services
706
+ 265.41%
$45.9 - $55.54 $32.4K - $39.2K
972 $53K
KWEB
Kraneshares Tr Csi China Inter

ETFs
1.26K
+ 24.6%
$28.28 - $35.22 $35.5K - $44.2K
6.36K $218K
PHI
Pldt Inc.

Communication Services
1.87K
+ 155.11%
$20.74 - $23.86 $38.7K - $44.5K
3.07K $66K
SSB
South State Corp

Financial Services
452
+ 31.0%
$80.59 - $94.67 $36.4K - $42.8K
1.91K $175K
SEE
Sealed Air Corp

Consumer Cyclical
1.15K
+ 84.33%
$23.93 - $32.95 $27.6K - $38K
2.52K $78K
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
1.67K
+ 246.45%
$16.82 - $21.97 $28K - $36.6K
2.34K $51K
ELAN
Elanco Animal Health Inc

Healthcare
1.33K
+ 26.39%
$8.1 - $14.3 $10.8K - $19K
6.38K $91K
ITUB
Itau Unibanco Holding S.A.

Financial Services
5.36K
+ 332.4%
$5.24 - $6.81 $28.1K - $36.5K
6.97K $47K
FISI
Financial Institutions Inc

Financial Services
1.52K
+ 679.37%
$21.43 - $27.23 $32.5K - $41.3K
1.74K $44K
NVST
Envista Holdings Corp

Healthcare
1.91K
+ 378.02%
$14.76 - $19.67 $28.2K - $37.6K
2.41K $47K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
687
+ 273.71%
$25.35 - $64.65 $17.4K - $44.4K
938 $46K
AVIV
American Centy ETF Tr Avantis
640
New
$50.27 - $62.84 $32.2K - $40.2K
640 $39K
CSQ
Calamos Strategic Total Return Fund

Financial Services
22
+ 0.12%
$13.86 - $18.24 $305 - $401
18.6K $340K
NFG
National Fuel Gas CO

Energy
429
+ 88.09%
$73.0 - $86.01 $31.3K - $36.9K
916 $77K
PTCT
Ptc Therapeutics, Inc.

Healthcare
814
+ 247.42%
$36.19 - $52.13 $29.5K - $42.4K
1.14K $55K
SIG
Signet Jewelers LTD

Consumer Cyclical
428
+ 171.2%
$50.77 - $82.74 $21.7K - $35.4K
678 $53K
GNW
Genworth Financial Inc

Financial Services
4.71K
+ 140.33%
$6.12 - $7.89 $28.8K - $37.1K
8.06K $62K
EQNR
Equinor Asa

Energy
1.75K
+ 50.33%
$22.04 - $28.08 $38.6K - $49.2K
5.23K $131K
MLI
Mueller Industries Inc

Industrials
449
+ 65.36%
$68.45 - $79.6 $30.7K - $35.7K
1.14K $90K
AA
Alcoa Corp

Basic Materials
1.3K
+ 173.83%
$22.57 - $30.84 $29.2K - $39.9K
2.04K $60K
OGE
Oge Energy Corp.

Utilities
884
+ 119.14%
$42.23 - $46.38 $37.3K - $41K
1.63K $72K
DOW
Dow Inc.

Basic Materials
2.62K
+ 69.97%
$25.81 - $34.89 $67.7K - $91.6K
6.37K $168K
BRKR
Bruker Corp

Healthcare
942
+ 51.53%
$35.5 - $42.18 $33.4K - $39.7K
2.77K $114K
STAG
Stag Industrial, Inc.

Real Estate
1.05K
+ 270.1%
$30.08 - $37.02 $31.5K - $38.8K
1.44K $52K
HAYW
Hayward Holdings, Inc.

Industrials
2.81K
+ 149.2%
$11.32 - $14.76 $31.9K - $41.5K
4.7K $64K
IAUX
I 80 Gold Corp.
63.8K
+ 19522.94%
$0.49 - $0.72 $31.3K - $46K
64.2K $38K
TRMK
Trustmark Corp

Financial Services
1.02K
+ 452.21%
$30.79 - $36.78 $31.5K - $37.6K
1.25K $45K
OPCH
Option Care Health, Inc.

Healthcare
1.18K
+ 528.13%
$30.69 - $34.95 $36.3K - $41.3K
1.41K $45K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
493
+ 2.3%
$15.5 - $20.28 $7.64K - $10K
21.9K $444K
ALKS
Alkermes Plc.

Healthcare
1.61K
+ 96.23%
$26.59 - $32.65 $42.8K - $52.6K
3.28K $93K
ADMA
Adma Biologics, Inc.

Healthcare
2.18K
+ 385.84%
$17.6 - $24.51 $38.4K - $53.4K
2.75K $49K
CCU
United Breweries CO Inc

Consumer Defensive
2.99K
+ 1252.72%
$12.5 - $15.6 $37.4K - $46.7K
3.23K $41K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
2.02K
+ 135.95%
$13.24 - $18.0 $26.8K - $36.4K
3.51K $59K
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