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
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.02K
+ 105.7%
$120.29 - $134.6 $123K - $137K
1.99K $242K
ECL
Ecolab Inc.

Basic Materials
404
+ 58.21%
$229.72 - $269.82 $92.8K - $109K
1.1K $278K
OXY
Occidental Petroleum Corp

Energy
2.36K
+ 8.35%
$45.45 - $52.7 $107K - $124K
30.6K $1.51M
SHW
Sherwin Williams CO

Basic Materials
273
+ 13.07%
$330.16 - $365.55 $90.1K - $99.8K
2.36K $824K
MO
Altria Group, Inc.

Consumer Defensive
639
+ 6.56%
$50.81 - $60.02 $32.5K - $38.4K
10.4K $622K
HBAN
Huntington Bancshares Inc

Financial Services
8.22K
+ 86.9%
$14.28 - $17.39 $117K - $143K
17.7K $265K
PSX
Phillips 66

Energy
526
+ 10.66%
$113.93 - $131.55 $59.9K - $69.2K
5.46K $674K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
161
+ 39.75%
$402.49 - $513.76 $64.8K - $82.7K
566 $274K
FTNT
Fortinet, Inc.

Technology
1.1K
+ 44.35%
$92.49 - $114.57 $102K - $126K
3.58K $344K
STE
Steris PLC

Healthcare
381
+ 34.11%
$202.46 - $232.74 $77.1K - $88.7K
1.5K $339K
VDC
Vanguard Consumer Staples ETF

ETFs
491
+ 220.18%
$206.54 - $226.16 $101K - $111K
714 $156K
ARMK
Aramark

Industrials
3.19K
+ 906.25%
$34.13 - $39.63 $109K - $126K
3.54K $122K
WDAY
Workday, Inc.

Technology
563
+ 57.92%
$233.53 - $277.82 $131K - $156K
1.54K $358K
PH
Parker Hannifin Corp

Industrials
207
+ 30.26%
$591.65 - $707.05 $122K - $146K
891 $541K
NDAQ
Nasdaq, Inc.

Financial Services
1.47K
+ 39.58%
$72.17 - $83.76 $106K - $123K
5.17K $392K
TRV
Travelers Companies, Inc.

Financial Services
333
+ 46.44%
$232.43 - $265.13 $77.4K - $88.3K
1.05K $277K
MAR
Marriott International Inc

Consumer Cyclical
538
+ 87.77%
$237.01 - $304.45 $128K - $164K
1.15K $274K
DVN
Devon Energy Corp

Energy
533
+ 2.97%
$33.15 - $38.55 $17.7K - $20.5K
18.5K $691K
MSCI
Msci Inc.

Financial Services
207
+ 50.99%
$541.46 - $628.34 $112K - $130K
613 $346K
RSP
Invesco S&P 500 Equal Weight E

ETFs
647
+ 13.25%
$169.43 - $182.84 $110K - $118K
5.53K $958K
NEE
Nextera Energy Inc

Utilities
1.55K
+ 17.04%
$66.96 - $76.16 $104K - $118K
10.6K $752K
SONY
Sony Group Corp

Technology
2.22K
+ 20.62%
$19.88 - $25.64 $44.2K - $56.9K
13K $329K
ES
Eversource Energy

Utilities
1.43K
+ 60.23%
$55.63 - $63.8 $79.8K - $91.5K
3.82K $236K
EXC
Exelon Corp

Utilities
1.31K
+ 28.9%
$37.3 - $46.08 $48.8K - $60.3K
5.84K $269K
D
Dominion Energy, Inc

Utilities
1.05K
+ 5.8%
$52.85 - $57.43 $55.3K - $60.1K
19.1K $1.07M
HSBC
Hsbc Holdings PLC

Financial Services
1.36K
+ 55.03%
$48.68 - $61.58 $66.3K - $83.8K
3.83K $220K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.22K
New
$78.0 - $84.37 $94.9K - $103K
1.22K $97K
TDG
Trans Digm Group Inc

Industrials
50
+ 23.92%
$1251.32 - $1394.11 $62.6K - $69.7K
259 $358K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.5K
+ 14.03%
$36.63 - $37.45 $91.7K - $93.8K
20.3K $749K
XLF
Financial Sector Spdr

ETFs
916
+ 2.83%
$47.32 - $52.19 $43.3K - $47.8K
33.3K $1.66M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
995
+ 161.53%
$93.32 - $95.35 $92.9K - $94.9K
1.61K $150K
RBLX
Roblox Corp

Communication Services
1.6K
+ 164.6%
$53.77 - $75.47 $85.8K - $120K
2.56K $149K
ED
Consolidated Edison Inc

Utilities
518
+ 31.98%
$88.0 - $110.59 $45.6K - $57.3K
2.14K $236K
ERX
Direxion Daily Energy Bull 2 X

ETFs
1.4K
New
$54.72 - $66.61 $76.6K - $93.3K
1.4K $91K
XEL
Xcel Energy Inc

Utilities
870
+ 9.41%
$63.37 - $72.1 $55.1K - $62.7K
10.1K $715K
AFL
Aflac Inc

Financial Services
635
+ 23.51%
$100.99 - $111.19 $64.1K - $70.6K
3.34K $370K
FCX
Freeport Mcmoran Inc

Basic Materials
2.44K
+ 38.3%
$34.5 - $43.01 $84.1K - $105K
8.8K $333K
TTE
Total Energies Se

Energy
1.33K
+ 36.73%
N/A
4.97K $340K
EVRG
Evergy, Inc.

Utilities
1.26K
+ 262.42%
$59.9 - $69.52 $75.3K - $87.4K
1.74K $119K
MTD
Mettler Toledo International Inc

Healthcare
81
+ 53.29%
$1177.09 - $1390.0 $95.3K - $113K
233 $275K
ATO
Atmos Energy Corp

Utilities
551
+ 224.9%
$136.51 - $154.58 $75.2K - $85.2K
796 $123K
O
Realty Income Corp

Real Estate
1.12K
+ 21.82%
$51.67 - $58.49 $57.8K - $65.5K
6.25K $362K
WEC
Wec Energy Group, Inc.

Utilities
670
+ 62.79%
$92.12 - $108.98 $61.7K - $73K
1.74K $189K
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
1.7K
New
$49.33 - $67.55 $83.9K - $115K
1.7K $88K
WCN
Waste Connections, Inc.

Industrials
208
+ 10.47%
$169.89 - $195.19 $35.3K - $40.6K
2.19K $428K
EGP
Eastgroup Properties Inc

Real Estate
401
+ 35.64%
$155.63 - $187.46 $62.4K - $75.2K
1.53K $268K
COOP
Mr. Cooper Group Inc.

Financial Services
534
+ 50.76%
$91.4 - $119.6 $48.8K - $63.9K
1.59K $189K
EOG
Eog Resources Inc

Energy
411
+ 6.64%
$120.54 - $138.05 $49.5K - $56.7K
6.6K $846K
GD
General Dynamics Corp

Industrials
225
+ 8.4%
$241.94 - $272.58 $54.4K - $61.3K
2.9K $791K
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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