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
BK
Bank Of New York Mellon Corp

Financial Services
1.87K
+ 144.4%
$75.42 - $88.95 $141K - $166K
3.17K $265K
CB
Chubb LTD

Financial Services
361
+ 16.06%
$257.71 - $301.99 $93K - $109K
2.61K $787K
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.14K
+ 12.76%
$58.81 - $68.2 $537K - $623K
80.8K $4.83M
AIG
American International Group, Inc.

Financial Services
1.41K
+ 48.96%
$70.5 - $86.94 $99.3K - $122K
4.28K $372K
XLP
Consumer Staples Sector Spdr

ETFs
2.12K
+ 408.46%
N/A
2.64K $201K
CME
Cme Group Inc.

Financial Services
479
+ 46.1%
$225.82 - $266.54 $108K - $128K
1.52K $402K
VZ
Verizon Communications Inc

Communication Services
973
+ 4.48%
$37.81 - $46.49 $36.8K - $45.2K
22.7K $1.03M
VRSN
Verisign Inc

Technology
556
+ 146.32%
$205.1 - $254.74 $114K - $142K
936 $237K
ROP
Roper Technologies Inc

Industrials
166
+ 18.91%
$502.71 - $593.81 $83.4K - $98.6K
1.04K $615K
ETR
Entergy Corp

Utilities
1.26K
+ 24.59%
$75.26 - $87.89 $94.9K - $111K
6.39K $546K
SNOW
Snowflake Inc.

Technology
1.31K
+ 29.38%
$146.16 - $192.78 $192K - $253K
5.79K $845K
IEFA
Ishares Tr

ETFs
978
+ 6.5%
$69.57 - $78.65 $68K - $76.9K
16K $1.21M
SSNC
Ss&C Technologies Holdings Inc

Technology
1.62K
+ 72.38%
$74.75 - $89.13 $121K - $145K
3.86K $322K
JCI
Johnson Controls International PLC

Industrials
1.88K
+ 92.06%
$76.12 - $90.6 $143K - $170K
3.92K $314K
APH
Amphenol Corp

Technology
2.54K
+ 65.27%
$61.62 - $78.55 $156K - $199K
6.43K $421K
INTC
Intel Corp

Technology
5.15K
+ 44.52%
$19.1 - $27.39 $98.3K - $141K
16.7K $379K
MU
Micron Technology Inc

Technology
1.57K
+ 36.83%
$86.89 - $109.38 $136K - $171K
5.82K $505K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.31K
+ 1842.25%
$110.9 - $132.93 $145K - $174K
1.38K $156K
AVEM
American Centy ETF Tr Avantis

ETFs
2.29K
+ 33.29%
$57.11 - $62.4 $131K - $143K
9.15K $550K
INTU
Intuit Inc

Technology
250
+ 41.6%
$555.63 - $630.23 $139K - $158K
851 $522K
SPGI
S&P Global Inc.

Financial Services
264
+ 23.38%
$478.26 - $543.77 $126K - $144K
1.39K $707K
CDW
Cdw Corp

Technology
971
+ 136.19%
$160.26 - $206.13 $156K - $200K
1.68K $269K
OEF
Ishares S&P 100 ETF

ETFs
542
+ 16.71%
N/A
3.79K $1.01M
TRGP
Targa Resources Corp.

Energy
519
+ 28.9%
$178.44 - $217.22 $92.6K - $113K
2.32K $464K
TT
Trane Technologies PLC

Industrials
576
+ 35.58%
$332.0 - $400.86 $191K - $231K
2.2K $739K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
3.56K
New
$39.97 - $48.7 $142K - $173K
3.56K $142K
DASH
Door Dash, Inc.

Communication Services
733
+ 133.03%
$168.37 - $213.38 $123K - $156K
1.28K $234K
KMB
Kimberly Clark Corp

Consumer Defensive
746
+ 24.1%
$124.46 - $147.4 $92.8K - $110K
3.84K $546K
VLO
Valero Energy Corp

Energy
598
+ 9.5%
$121.76 - $142.99 $72.8K - $85.5K
6.89K $910K
MKC
Mccormick & CO Inc

Consumer Defensive
1.54K
+ 74.81%
$71.24 - $84.73 $110K - $131K
3.6K $296K
FAS
Direxion Daily Financial Bull

ETFs
865
+ 2471.43%
$136.91 - $185.61 $118K - $161K
900 $142K
HEGD
Listed Fds Tr Swan Hedged Equi

ETFs
6.18K
New
$21.79 - $23.09 $135K - $143K
6.18K $135K
VGSH
Vanguard

ETFs
1.24K
+ 1.03%
$58.07 - $58.69 $71.8K - $72.6K
121K $7.13M
OLED
Universal Display Corp Pa

Technology
1.03K
+ 63.96%
$139.48 - $161.59 $144K - $167K
2.65K $369K
XLK
Technology Sector Spdr

ETFs
1.69K
+ 20.13%
$206.38 - $242.18 $349K - $410K
10.1K $2.09M
ALL
Allstate Corp

Financial Services
531
+ 35.28%
$180.99 - $210.18 $96.1K - $112K
2.04K $421K
RDVY
First Trust Rising Dividend Ac

ETFs
2.25K
+ 90.07%
$57.22 - $63.39 $129K - $143K
4.75K $277K
AEP
American Electric Power CO Inc

Utilities
738
+ 26.37%
$90.32 - $109.27 $66.7K - $80.6K
3.54K $386K
FLJP
Franklin Templeton ETF Tr

ETFs
3.59K
+ 12.93%
$27.82 - $30.67 $100K - $110K
31.4K $922K
XLU
Utilities Sector Spdr

ETFs
1.58K
+ 153.25%
$74.7 - $80.27 $118K - $127K
2.61K $205K
IBOC
International Bancshares Corp

Financial Services
2K
New
$60.62 - $67.91 $121K - $136K
2K $126K
TM
Toyota Motor Corp

Consumer Cyclical
878
+ 53.08%
$176.53 - $195.35 $155K - $172K
2.53K $446K
SYK
Stryker Corp

Healthcare
287
+ 19.54%
$355.18 - $399.9 $102K - $115K
1.76K $653K
AON
Aon PLC

Financial Services
238
+ 34.9%
$348.44 - $409.32 $82.9K - $97.4K
920 $367K
HWM
Howmet Aerospace Inc.

Industrials
804
+ 91.05%
$110.79 - $139.39 $89.1K - $112K
1.69K $218K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
325
+ 9.48%
$88.0 - $115.5 $28.6K - $37.5K
3.76K $428K
ADP
Automatic Data Processing Inc

Industrials
293
+ 11.78%
$286.85 - $318.64 $84K - $93.4K
2.78K $849K
COF
Capital One Financial Corp

Financial Services
661
+ 31.81%
$163.87 - $209.82 $108K - $139K
2.74K $491K
FVD
First Tr Value Line Divid Inde

ETFs
2.66K
+ 182.05%
$42.61 - $45.51 $113K - $121K
4.12K $183K
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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