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
CLDX
Celldex Therapeutics, Inc.

Healthcare
153
+ 11.91%
$18.15 - $27.6 $2.78K - $4.22K
1.44K $26K
KRP
Kimbell Royalty Partners, LP

Energy
200
+ 5.0%
$13.35 - $16.45 $2.67K - $3.29K
4.2K $58K
VNT
Vontier Corp

Technology
121
+ 4.29%
$32.1 - $40.32 $3.88K - $4.88K
2.94K $96K
CF
Cf Industries Holdings, Inc.

Basic Materials
107
+ 5.42%
$75.03 - $97.25 $8.03K - $10.4K
2.08K $162K
APOG
Apogee Enterprises, Inc.

Industrials
17
+ 6.16%
$46.23 - $71.9 $786 - $1.22K
293 $13K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
17
+ 14.66%
$63.82 - $127.89 $1.08K - $2.17K
133 $8K
FLEX
Flex Ltd.

Technology
62
+ 3.99%
$32.92 - $44.46 $2.04K - $2.76K
1.62K $53K
DSGX
Descartes Systems Group Inc

Technology
49
+ 5.79%
$96.4 - $122.5 $4.72K - $6K
896 $90K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
21
+ 16.94%
$75.72 - $160.92 $1.59K - $3.38K
145 $11K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
169
+ 11.34%
$69.67 - $86.15 $11.8K - $14.6K
1.66K $118K
ROK
Rockwell Automation, Inc

Industrials
36
+ 6.3%
$255.29 - $303.75 $9.19K - $10.9K
607 $156K
HUBB
Hubbell Inc

Industrials
54
+ 17.82%
$330.91 - $456.86 $17.9K - $24.7K
357 $118K
TSEM
Tower Semiconductor LTD

Technology
62
+ 9.27%
$35.43 - $54.74 $2.2K - $3.39K
731 $26K
ORN
Orion Group Holdings Inc

Industrials
37
+ 0.91%
$5.23 - $9.27 $194 - $343
4.09K $21K
NWL
Newell Brands Inc.

Consumer Defensive
599
+ 17.67%
$6.2 - $10.66 $3.71K - $6.39K
3.99K $24K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
4
+ 0.23%
$61.55 - $71.27 $246 - $285
1.72K $107K
SOXX
Ishares Semiconductor ETF

ETFs
17
+ 3.76%
$188.17 - $235.81 $3.2K - $4.01K
469 $88K
SPSC
Sps Commerce Inc

Technology
21
+ 8.33%
$123.05 - $197.4 $2.58K - $4.15K
273 $36K
SM
Sm Energy CO

Energy
43
+ 3.62%
$27.15 - $44.69 $1.17K - $1.92K
1.23K $36K
MOD
Modine Manufacturing CO

Consumer Cyclical
49
+ 13.0%
$76.06 - $142.68 $3.73K - $6.99K
426 $32K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
113
+ 6.94%
$28.45 - $41.08 $3.21K - $4.64K
1.74K $52K
MLR
Miller Industries Inc

Consumer Cyclical
16
+ 3.34%
$42.37 - $69.18 $678 - $1.11K
495 $20K
KBH
Kb Home

Consumer Cyclical
53
+ 2.66%
$57.73 - $70.05 $3.06K - $3.71K
2.05K $119K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
500
+ 1.47%
$29.34 - $31.31 $14.7K - $15.7K
34.4K $1.02M
BDN
Brandywine Realty Trust

Real Estate
163
+ 1.48%
$4.44 - $5.66 $724 - $923
11.2K $49K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
50
+ 3.95%
$221.78 - $273.45 $11.1K - $13.7K
1.32K $299K
RGTI
Rigetti Computing, Inc.

Technology
98
+ 5.31%
$6.05 - $19.51 $593 - $1.91K
1.94K $15K
LAB
Standard Biotools Inc.

Healthcare
1.54K
+ 6.45%
$1.01 - $2.06 $1.55K - $3.17K
25.3K $27K
TWLO
Twilio Inc

Communication Services
28
+ 1.63%
$94.9 - $148.35 $2.66K - $4.15K
1.75K $171K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.59%
$192.82 - $222.1 $964 - $1.11K
857 $165K
VTRS
Viatris Inc

Healthcare
59
+ 1.52%
$8.68 - $12.42 $512 - $733
3.93K $34K
SITE
Site One Landscape Supply, Inc.

Industrials
34
+ 1.89%
$120.25 - $147.7 $4.09K - $5.02K
1.84K $223K
MAPS
Wm Technology, Inc.

Technology
164
+ 0.27%
$1.13 - $1.48 $185 - $243
60.4K $68K
XMTR
Xometry, Inc.

Industrials
20
+ 2.27%
$23.04 - $43.2 $461 - $864
900 $22K
CIVI
Civitas Resources, Inc.

Energy
33
+ 2.23%
$32.05 - $54.79 $1.06K - $1.81K
1.51K $52K
WDC
Western Digital Corp

Technology
795
+ 32.86%
$40.43 - $72.03 $32.1K - $57.3K
3.21K $129K
VFC
V F Corp

Consumer Cyclical
94
+ 3.17%
$15.52 - $26.93 $1.46K - $2.53K
3.06K $47K
XLG
Invesco Exchange Traded Fd Tr

ETFs
74
+ 1.47%
$45.72 - $51.73 $3.38K - $3.83K
5.1K $234K
ETN
Eaton Corp PLC

Industrials
390
+ 18.98%
$271.83 - $371.23 $106K - $145K
2.45K $664K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
305
+ 11.65%
$48.65 - $66.04 $14.8K - $20.1K
2.92K $155K
MRVL
Marvell Technology, Inc.

Technology
1.22K
+ 63.45%
$61.57 - $126.06 $75.2K - $154K
3.15K $193K
LAD
Lithia Motors Inc

Consumer Cyclical
47
+ 9.38%
$285.59 - $385.71 $13.4K - $18.1K
548 $160K
MANH
Manhattan Associates Inc

Technology
66
+ 21.43%
$163.5 - $295.1 $10.8K - $19.5K
374 $64K
EMR
Emerson Electric CO

Industrials
219
+ 6.94%
$108.64 - $131.17 $23.8K - $28.7K
3.37K $369K
OPRA
Opera LTD

Communication Services
175
+ 2.19%
$15.94 - $21.86 $2.79K - $3.83K
8.18K $130K
CSX
Csx Corp

Industrials
428
+ 3.51%
$29.11 - $33.67 $12.5K - $14.4K
12.6K $371K
PNR
Pentair PLC

Industrials
121
+ 4.93%
$84.0 - $105.35 $10.2K - $12.7K
2.58K $225K
AFRM
Affirm Holdings, Inc.

Technology
179
+ 8.4%
$43.7 - $80.98 $7.82K - $14.5K
2.31K $104K
POOL
Pool Corp

Industrials
24
+ 1.64%
$314.92 - $364.31 $7.56K - $8.74K
1.49K $473K
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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