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
RELX
Relx PLC

Communication Services
3.69K
+ 50.56%
$45.31 - $55.66 $167K - $205K
11K $597K
MPC
Marathon Petroleum Corp

Energy
401
+ 5.03%
$118.55 - $170.08 $47.5K - $68.2K
8.38K $1.39M
GL
Globe Life Inc.

Financial Services
1.87K
+ 341.76%
$113.29 - $133.09 $211K - $248K
2.41K $299K
DINO
Hf Sinclair Corp

Energy
5.23K
+ 331.18%
$25.91 - $41.85 $135K - $219K
6.8K $279K
VBR
Vanguard Small Cap Value ETF

ETFs
561
+ 4.15%
$162.76 - $195.77 $91.3K - $110K
14.1K $2.74M
KB
Kb Financial Group Inc.

Financial Services
684
+ 11.38%
$46.88 - $82.59 $32.1K - $56.5K
6.69K $552K
DDOG
Datadog, Inc.

Technology
1.42K
+ 143.42%
$87.0 - $134.33 $123K - $190K
2.41K $323K
DOV
Dover Corp

Industrials
1.21K
+ 366.67%
$151.14 - $186.7 $183K - $226K
1.54K $282K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.1K
+ 25.6%
$11.9 - $15.57 $120K - $157K
49.5K $760K
EOG
Eog Resources Inc

Energy
2.35K
+ 35.59%
$104.61 - $129.97 $246K - $305K
8.95K $1.07M
FR
First Industrial Realty Trust Inc

Real Estate
4.64K
+ 896.14%
$43.07 - $54.05 $200K - $251K
5.16K $248K
WPM
Wheaton Precious Metals Corp.

Basic Materials
2.36K
+ 342.3%
$70.56 - $92.75 $166K - $218K
3.04K $273K
ELV
Elevance Health, Inc.

Healthcare
764
+ 45.02%
$372.27 - $452.69 $284K - $346K
2.46K $957K
LECO
Lincoln Electric Holdings Inc

Industrials
1.05K
+ 753.24%
$167.18 - $211.38 $175K - $221K
1.19K $245K
PEGA
Pegasystems Inc

Technology
4.16K
+ 1014.63%
$49.95 - $103.29 $208K - $430K
4.57K $247K
MDT
Medtronic PLC

Healthcare
2.65K
+ 51.59%
$80.68 - $88.86 $214K - $236K
7.79K $679K
TSN
Tyson Foods, Inc.

Consumer Defensive
4.27K
+ 158.73%
$54.33 - $63.56 $232K - $271K
6.95K $388K
NYT
New York Times CO

Communication Services
3.65K
+ 199.29%
$45.37 - $57.12 $166K - $209K
5.49K $307K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.3K
+ 45.6%
$57.41 - $74.81 $132K - $172K
7.36K $546K
UPS
United Parcel Service Inc

Industrials
2.52K
+ 60.25%
$91.92 - $110.2 $232K - $278K
6.71K $676K
TECL
Direxion Daily Technology Bull

ETFs
1.9K
+ 173.22%
$37.33 - $93.58 $71K - $178K
3K $280K
PEP
Pepsico Inc

Consumer Defensive
2.48K
+ 39.41%
$128.02 - $151.37 $318K - $376K
8.79K $1.16M
MOH
Molina Healthcare, Inc.

Healthcare
759
+ 191.18%
$290.25 - $353.24 $220K - $268K
1.16K $344K
SHOP
Shopify Inc.

Technology
1.35K
+ 48.04%
$76.89 - $115.35 $104K - $156K
4.16K $479K
CHDN
Churchill Downs Inc

Consumer Cyclical
2.09K
+ 52125.0%
$87.99 - $111.79 $183K - $233K
2.09K $210K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
6.45K
+ 165.0%
$32.56 - $35.71 $210K - $230K
10.4K $342K
CW
Curtiss Wright Corp

Industrials
411
+ 838.78%
$283.18 - $488.55 $116K - $201K
460 $224K
EXEL
Exelixis, Inc.

Healthcare
4.15K
+ 122.34%
$34.13 - $46.26 $142K - $192K
7.54K $332K
VLO
Valero Energy Corp

Energy
1.41K
+ 20.47%
$104.69 - $141.77 $148K - $200K
8.31K $1.12M
PCAR
Paccar Inc

Industrials
2.18K
+ 136.06%
$86.4 - $99.09 $188K - $216K
3.78K $359K
AMT
American Tower Corp

Real Estate
884
+ 44.24%
$203.96 - $228.19 $180K - $202K
2.88K $636K
WDC
Western Digital Corp

Technology
1.96K
+ 61.08%
$30.54 - $63.99 $60K - $126K
5.18K $331K
OSK
Oshkosh Corp

Industrials
1.7K
+ 387.02%
$79.17 - $113.62 $135K - $193K
2.14K $242K
AWI
Armstrong World Industries Inc

Industrials
1.2K
+ 400.0%
$126.1 - $163.12 $151K - $196K
1.5K $243K
AME
Ametek Inc

Industrials
1.03K
+ 68.76%
$151.41 - $182.75 $156K - $188K
2.52K $456K
AN
Autonation, Inc.

Consumer Cyclical
817
+ 83.37%
$155.71 - $201.03 $127K - $164K
1.8K $356K
ACGL
Arch Capital Group Ltd.

Financial Services
2.19K
+ 366.56%
$84.99 - $96.82 $186K - $212K
2.79K $254K
DELL
Dell Technologies Inc.

Technology
1.26K
+ 94.72%
$71.63 - $125.98 $90K - $158K
2.58K $316K
RTX
Raytheon Technologies Corp

Industrials
151
+ 1.2%
$113.75 - $148.48 $17.2K - $22.4K
12.8K $1.87M
EWBC
East West Bancorp Inc

Financial Services
1.84K
+ 282.52%
$71.03 - $101.75 $131K - $187K
2.49K $251K
LTL
Proshares Ultra Telecommunicat

ETFs
1.75K
+ 175.0%
$64.32 - $99.57 $113K - $174K
2.75K $273K
EPR
Epr Properties

Real Estate
3.09K
+ 163.88%
$43.53 - $59.11 $135K - $183K
4.98K $290K
PATH
Ui Path, Inc.

Technology
14.3K
+ 571.83%
$9.79 - $13.31 $140K - $191K
16.8K $215K
CF
Cf Industries Holdings, Inc.

Basic Materials
1.76K
+ 84.33%
$68.47 - $102.48 $120K - $180K
3.84K $352K
IBN
Icici Bank LTD

Financial Services
4.84K
+ 38.63%
$30.16 - $34.39 $146K - $167K
17.4K $584K
NTNX
Nutanix, Inc.

Technology
2.34K
+ 164.65%
$58.17 - $83.07 $136K - $195K
3.77K $287K
FCFS
First Cash Holdings, Inc.

Financial Services
1.35K
+ 333.17%
$118.0 - $137.63 $159K - $185K
1.75K $236K
E
Eni Spa

Energy
5.71K
+ 285.74%
$25.19 - $32.93 $144K - $188K
7.71K $249K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.55K
+ 93.11%
$50.09 - $51.09 $178K - $181K
7.37K $376K
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