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
DTE
Dte Energy CO

Utilities
460
+ 38.17%
$117.6 - $138.27 $54.1K - $63.6K
1.67K $230K
NI
Nisource Inc.

Utilities
1.93K
+ 87.65%
$35.57 - $41.23 $68.7K - $79.6K
4.13K $165K
WANT
Direxion Shs ETF Tr Daily Cons

ETFs
2.42K
New
$32.8 - $60.14 $79.3K - $145K
2.42K $84K
DRI
Darden Restaurants Inc

Consumer Cyclical
369
+ 114.95%
$180.02 - $208.56 $66.4K - $77K
690 $143K
SHYD
Vaneck Short High Yield Muni E

ETFs
3.75K
New
$22.46 - $22.9 $84.1K - $85.8K
3.75K $84K
NEM
Newmont Corp

Basic Materials
1.38K
+ 89.36%
$37.79 - $48.39 $52K - $66.6K
2.92K $140K
ITW
Illinois Tool Works Inc

Industrials
356
+ 30.51%
$244.9 - $274.48 $87.2K - $97.7K
1.52K $377K
BP
Bp PLC

Energy
1.26K
+ 13.35%
$29.93 - $35.31 $37.7K - $44.4K
10.7K $360K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.13K
+ 27.07%
$56.51 - $62.98 $64K - $71.3K
5.31K $322K
LTL
Proshares Ultra Telecommunicat

ETFs
1K
New
$78.95 - $98.09 $79K - $98.1K
1K $81K
HLN
Haleon PLC

Healthcare
6.87K
+ 47.07%
$9.02 - $10.67 $62K - $73.3K
21.5K $220K
APP
App Lovin Corp

Technology
403
+ 88.77%
$238.08 - $510.13 $95.9K - $206K
857 $227K
CMS
Cms Energy Corp

Utilities
856
+ 47.79%
$64.99 - $75.11 $55.6K - $64.3K
2.65K $198K
SHEL
Shell PLC

Energy
328
+ 6.33%
$62.84 - $73.29 $20.6K - $24K
5.51K $403K
PNC
Pnc Financial Services Group, Inc.

Financial Services
619
+ 33.55%
$168.84 - $202.89 $105K - $126K
2.46K $433K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.84K
+ 10817.65%
$39.18 - $43.52 $72.1K - $80K
1.86K $77K
CL
Colgate Palmolive CO

Consumer Defensive
675
+ 13.87%
$85.68 - $97.5 $57.8K - $65.8K
5.54K $519K
AMT
American Tower Corp

Real Estate
45
+ 2.3%
$173.46 - $217.6 $7.81K - $9.79K
2K $434K
MSI
Motorola Solutions, Inc.

Technology
232
+ 22.05%
$411.73 - $482.1 $95.5K - $112K
1.28K $562K
NEAR
Blackrock Short Maturity Bond

ETFs
1.51K
+ 30100.0%
$50.4 - $50.89 $75.9K - $76.6K
1.51K $76K
BKNG
Booking Holdings Inc.

Consumer Cyclical
27
+ 20.0%
$4295.4 - $5141.88 $116K - $139K
162 $746K
UGI
Ugi Corp

Utilities
1.1K
+ 13.59%
$28.0 - $34.16 $30.7K - $37.4K
9.16K $302K
MPC
Marathon Petroleum Corp

Energy
179
+ 2.3%
$134.72 - $159.03 $24.1K - $28.5K
7.98K $1.16M
MDT
Medtronic PLC

Healthcare
284
+ 5.85%
$79.84 - $94.5 $22.7K - $26.8K
5.14K $461K
EFG
Msci Eafe Growth ETF

ETFs
433
+ 4.61%
$96.1 - $106.37 $41.6K - $46.1K
9.83K $983K
MCO
Moodys Corp

Financial Services
167
+ 29.87%
$437.8 - $527.48 $73.1K - $88.1K
726 $338K
CPRT
Copart Inc

Consumer Cyclical
1.34K
+ 49.34%
$52.3 - $59.83 $70.2K - $80.3K
4.06K $229K
MOH
Molina Healthcare, Inc.

Healthcare
201
+ 102.55%
$266.57 - $333.27 $53.6K - $67K
397 $130K
KEP
Korea Electric Power Corp

Utilities
9.19K
+ 113.64%
$6.68 - $8.18 $61.4K - $75.2K
17.3K $128K
GRMN
Garmin LTD

Technology
280
+ 26.95%
$204.55 - $241.93 $57.3K - $67.7K
1.32K $286K
NGG
National Grid PLC

Utilities
1.01K
+ 103.36%
$56.13 - $65.61 $56.9K - $66.5K
2K $130K
ADSK
Autodesk, Inc.

Technology
294
+ 58.45%
N/A
797 $195K
HUM
Humana Inc

Healthcare
254
+ 53.03%
$249.11 - $303.11 $63.3K - $77K
733 $193K
RGLD
Royal Gold Inc

Basic Materials
421
+ 326.36%
$132.55 - $163.51 $55.8K - $68.8K
550 $89K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
18
+ 0.08%
$33.63 - $37.64 $605 - $678
21.6K $800K
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1K
New
$65.49 - $74.67 $65.5K - $74.7K
1K $71K
BMO
Bank Of Montreal

Financial Services
768
+ 50.73%
$94.92 - $104.14 $72.9K - $80K
2.28K $217K
EBAY
Ebay Inc

Consumer Cyclical
796
+ 27.7%
$61.61 - $70.93 $49K - $56.5K
3.67K $248K
DELL
Dell Technologies Inc.

Technology
891
+ 204.36%
$90.34 - $124.66 $80.5K - $111K
1.33K $120K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.05K
+ 106.63%
$69.82 - $78.67 $73K - $82.2K
2.03K $142K
CGGO
Capital Group Global Growth Eq

ETFs
3.39K
+ 11.2%
$28.33 - $30.84 $96K - $105K
33.7K $953K
RPRX
Royalty Pharma PLC

Healthcare
1.42K
+ 34.41%
$25.75 - $33.86 $36.4K - $47.9K
5.53K $172K
PCAR
Paccar Inc

Industrials
750
+ 88.24%
$96.91 - $112.51 $72.7K - $84.4K
1.6K $155K
EIX
Edison International

Utilities
1.49K
+ 154.66%
$50.06 - $80.01 $74.8K - $120K
2.46K $144K
CTAS
Cintas Corp

Industrials
232
+ 26.61%
$182.09 - $208.14 $42.2K - $48.3K
1.1K $226K
IP
International Paper CO

Consumer Cyclical
1.29K
+ 34.34%
$49.38 - $60.09 $63.6K - $77.3K
5.04K $268K
HIG
Hartford Financial Services Group, Inc.

Financial Services
242
+ 9.19%
$106.31 - $123.73 $25.7K - $29.9K
2.88K $355K
ELS
Equity Lifestyle Properties Inc

Real Estate
1.01K
+ 936.11%
$64.36 - $69.32 $65.1K - $70.1K
1.12K $74K
SCCO
Southern Copper Corp

Basic Materials
673
+ 43.42%
$85.92 - $101.48 $57.8K - $68.3K
2.22K $207K
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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