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
INVA
Innoviva, Inc.

Healthcare
1.8K
+ 297.68%
$17.1 - $21.8 $30.7K - $39.1K
2.4K $48K
BIDU
Baidu, Inc.

Communication Services
493
+ 71.55%
$76.86 - $92.5 $37.9K - $45.6K
1.18K $101K
SPXC
Spx Corp

Industrials
164
+ 62.84%
$120.66 - $167.68 $19.8K - $27.5K
425 $71K
WAL
Western Alliance Bancorporation

Financial Services
472
+ 128.26%
$61.0 - $79.94 $28.8K - $37.7K
840 $65K
NVR
Nvr Inc

Consumer Cyclical
5
+ 100.0%
$6700.0 - $7410.93 $33.5K - $37.1K
10 $73K
SAFT
Safety Insurance Group Inc

Financial Services
461
+ 1317.14%
$73.02 - $83.49 $33.7K - $38.5K
496 $39K
OEF
Ishares S&P 100 ETF

ETFs
139
+ 3.67%
N/A
3.92K $1.04M
KEY
Keycorp

Financial Services
1.89K
+ 58.01%
$13.23 - $17.42 $25K - $32.9K
5.15K $89K
AGO
Assured Guaranty LTD

Financial Services
433
+ 99.54%
$76.56 - $90.18 $33.2K - $39K
868 $75K
OFC
Corporate Office Properties Trust

Real Estate
1.55K
+ 1176.52%
N/A
1.69K $40K
NJR
New Jersey Resources Corp

Utilities
868
+ 259.1%
$44.23 - $49.97 $38.4K - $43.4K
1.2K $53K
LZ
Legalzoom.Com, Inc.

Industrials
4.14K
+ 976.42%
$6.61 - $9.71 $27.4K - $40.2K
4.56K $40K
CMC
Commercial Metals CO

Basic Materials
708
+ 84.09%
$39.2 - $50.67 $27.8K - $35.9K
1.55K $75K
CM
Canadian Imperial Bank Of Commerce

Financial Services
193
+ 12.0%
$54.6 - $70.83 $10.5K - $13.7K
1.8K $127K
SPTN
Spartan Nash CO

Consumer Defensive
696
+ 23.29%
$17.62 - $26.57 $12.3K - $18.5K
3.69K $97K
RIO
Rio Tinto PLC

Basic Materials
721
+ 25.57%
$52.32 - $62.75 $37.7K - $45.2K
3.54K $206K
VRNT
Verint Systems Inc

Technology
1.1K
+ 114.73%
N/A
2.06K $67K
WOR
Worthington Industries Inc

Industrials
541
+ 693.59%
$44.09 - $63.81 $23.9K - $34.5K
619 $39K
FBK
Fb Financial Corp

Financial Services
795
+ 1152.17%
$39.93 - $46.97 $31.7K - $37.3K
864 $39K
FTDR
Frontdoor, Inc.

Consumer Cyclical
497
+ 164.57%
$37.35 - $59.68 $18.6K - $29.7K
799 $47K
HIW
Highwoods Properties, Inc.

Real Estate
1.11K
+ 97.36%
$25.31 - $31.85 $28K - $35.2K
2.24K $69K
BEKE
Ke Holdings Inc.

Real Estate
2.26K
+ 145.14%
$17.53 - $22.08 $39.6K - $49.8K
3.81K $67K
LKFN
Lakeland Financial Corp

Financial Services
582
+ 1212.5%
$51.45 - $61.84 $29.9K - $36K
630 $38K
FNB
Fnb Corp

Financial Services
2.42K
+ 3723.08%
$11.48 - $14.58 $27.8K - $35.3K
2.49K $36K
INSM
Insmed Inc

Healthcare
263
+ 65.59%
$64.81 - $105.9 $17K - $27.9K
664 $66K
UBSI
United Bankshares Inc

Financial Services
988
+ 528.34%
$31.5 - $37.32 $31.1K - $36.9K
1.18K $42K
CMCL
Caledonia Mining Corp PLC

Basic Materials
1.88K
+ 6486.21%
$11.31 - $19.98 $21.3K - $37.6K
1.91K $36K
W
Wayfair Inc.

Consumer Cyclical
653
+ 393.37%
$24.14 - $51.22 $15.8K - $33.4K
819 $41K
IDA
Idacorp Inc

Utilities
314
+ 32.64%
$111.01 - $119.72 $34.9K - $37.6K
1.28K $147K
ONTO
Onto Innovation Inc.

Technology
389
+ 206.91%
$88.5 - $133.37 $34.4K - $51.9K
577 $58K
LND
Brasil Agro Brazilian Agricultural Real Estate CO

Consumer Defensive
9.58K
New
$3.62 - $4.01 $34.7K - $38.4K
9.58K $36K
JJSF
J&J Snack Foods Corp

Consumer Defensive
316
+ 902.86%
$111.46 - $136.93 $35.2K - $43.3K
351 $39K
CFFN
Capitol Federal Financial, Inc.

Financial Services
5.47K
+ 180.47%
$5.03 - $6.1 $27.5K - $33.4K
8.5K $51K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
2.63K
+ 2227.12%
N/A
2.75K $36K
STWD
Starwood Property Trust, Inc.

Real Estate
1.66K
+ 42.73%
$17.28 - $20.41 $28.6K - $33.8K
5.54K $111K
SENEA
Seneca Foods Corp

Consumer Defensive
353
New
$82.54 - $101.43 $29.1K - $35.8K
353 $35K
TME
Tencent Music Entertainment Group

Communication Services
1.36K
+ 83.01%
$11.97 - $19.49 $16.3K - $26.6K
3.01K $58K
MAN
Manpower Group Inc.

Industrials
1.13K
+ 177.46%
$38.37 - $58.77 $43.5K - $66.6K
1.77K $71K
GRNT
Granite Ridge Resources, Inc.
5.49K
+ 2398.25%
$4.69 - $6.66 $25.8K - $36.6K
5.72K $36K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
1.1K
+ 104.07%
$28.96 - $32.46 $31.9K - $35.7K
2.16K $68K
RDN
Radian Group Inc

Financial Services
901
+ 93.95%
$30.48 - $36.53 $27.5K - $32.9K
1.86K $66K
JLL
Jones Lang Lasalle Inc

Real Estate
126
+ 33.78%
$204.57 - $256.96 $25.8K - $32.4K
499 $127K
ZION
Zions Bancorporation, National Association

Financial Services
625
+ 52.48%
$41.39 - $51.94 $25.9K - $32.5K
1.82K $94K
FAF
First American Financial Corp

Financial Services
597
+ 189.52%
$54.11 - $67.0 $32.3K - $40K
912 $55K
BOH
Bank Of Hawaii Corp

Financial Services
512
+ 461.26%
$60.02 - $70.83 $30.7K - $36.3K
623 $42K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29
+ 2.78%
$376.48 - $440.65 $10.9K - $12.8K
1.07K $471K
SMB
Vaneck Short Muni ETF

ETFs
1.89K
+ 18.57%
$16.86 - $17.26 $31.9K - $32.6K
12.1K $208K
ZTO
Zto Express (Cayman) Inc.

Industrials
2.13K
+ 156.17%
$16.51 - $19.83 $35.1K - $42.2K
3.49K $61K
SXT
Sensient Technologies Corp

Basic Materials
306
+ 181.07%
$68.75 - $98.6 $21K - $30.2K
475 $46K
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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