Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
1.46K
+ 139.71%
$90.88 - $108.93 $133K - $159K
2.51K $234K
DASH
Door Dash, Inc.

Communication Services
127
+ 3.83%
$234.5 - $272.5 $29.8K - $34.6K
3.44K $936K
COF
Capital One Financial Corp

Financial Services
562
+ 9.96%
$207.29 - $229.74 $116K - $129K
6.21K $1.32M
SPG
Simon Property Group Inc

Real Estate
259
+ 9.97%
$159.93 - $187.67 $41.4K - $48.6K
2.86K $535K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
7.39K
New
$15.5 - $16.01 $115K - $118K
7.39K $117K
DVN
Devon Energy Corp

Energy
827
+ 3.06%
$31.75 - $36.99 $26.3K - $30.6K
27.9K $976K
EMD
Western Asset Emerging Markets Debt Fund Inc.

Financial Services
11.2K
New
$10.01 - $10.55 $112K - $118K
11.2K $115K
LEMB
Ishares Inc Jp Morgan Em Local

ETFs
2.8K
New
$39.84 - $41.42 $112K - $116K
2.8K $115K
MANH
Manhattan Associates Inc

Technology
482
+ 23.22%
$196.16 - $227.94 $94.5K - $110K
2.56K $524K
MPWR
Monolithic Power Systems Inc

Technology
18
+ 3.44%
$711.24 - $922.81 $12.8K - $16.6K
542 $498K
UBS
Ubs Group Ag

Financial Services
835
+ 7.49%
$33.77 - $42.38 $28.2K - $35.4K
12K $491K
RDVY
First Trust Rising Dividend Ac

ETFs
992
+ 9.35%
$62.38 - $67.29 $61.9K - $66.8K
11.6K $779K
CFLT
Confluent, Inc.

Technology
5.9K
+ 767.75%
$15.91 - $27.35 $93.9K - $161K
6.67K $132K
TTC
Toro CO

Industrials
1.17K
+ 28.5%
$72.64 - $82.54 $84.8K - $96.3K
5.26K $400K
EWP
Ishares Inc Msci Spain ETF

ETFs
895
+ 7.41%
$43.48 - $49.5 $38.9K - $44.3K
13K $641K
RF
Regions Financial Corp

Financial Services
1.53K
+ 6.27%
$24.03 - $27.41 $36.8K - $42K
26K $685K
LLY
Eli Lilly & CO

Healthcare
276
+ 4.51%
$625.65 - $812.69 $173K - $224K
6.4K $4.88M
SNV
Synovus Financial Corp

Financial Services
2.54K
+ 47.14%
$46.55 - $59.6 $118K - $152K
7.94K $389K
CORT
Corcept Therapeutics Inc

Healthcare
1.14K
+ 78.9%
$67.17 - $83.9 $76.4K - $95.4K
2.58K $214K
MUST
Columbia ETF Tr I Multi Sector

ETFs
5.24K
+ 153.48%
$19.87 - $20.65 $104K - $108K
8.66K $177K
COOP
Mr. Cooper Group Inc.

Financial Services
26
+ 1.56%
$143.29 - $220.9 $3.73K - $5.74K
1.69K $357K
BDX
Becton Dickinson & CO

Healthcare
296
+ 8.42%
$172.41 - $199.66 $51K - $59.1K
3.81K $713K
CEFA
Global X Fds
2.77K
+ 51.36%
$33.82 - $36.1 $93.7K - $100K
8.16K $293K
ROST
Ross Stores, Inc.

Consumer Cyclical
390
+ 19.94%
$127.59 - $152.81 $49.8K - $59.6K
2.35K $357K
FNF
Fidelity National Financial, Inc.

Financial Services
1.52K
+ 42.56%
$51.22 - $61.07 $77.8K - $92.7K
5.09K $307K
IVZ
Invesco Ltd.

Financial Services
636
+ 4.91%
$16.17 - $23.0 $10.3K - $14.6K
13.6K $311K
QQQX
Nuveen Nasdaq 100 Dynamic Overwrite Fund

Financial Services
3.9K
New
$26.16 - $27.65 $102K - $108K
3.9K $107K
BKNG
Booking Holdings Inc.

Consumer Cyclical
35
+ 16.67%
$5364.25 - $5815.92 $188K - $204K
245 $1.32M
FN
Fabrinet

Technology
191
+ 35.83%
$277.04 - $389.47 $52.9K - $74.4K
724 $263K
TM
Toyota Motor Corp

Consumer Cyclical
280
+ 10.22%
$167.86 - $202.79 $47K - $56.8K
3.02K $577K
TGT
Target Corp

Consumer Defensive
1.26K
+ 133.69%
$86.56 - $107.43 $109K - $135K
2.2K $197K
VO
Vanguard Mid Cap ETF

ETFs
156
+ 3.71%
$279.83 - $293.74 $43.7K - $45.8K
4.37K $1.28M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
252
+ 11.99%
$301.44 - $365.84 $76K - $92.2K
2.35K $761K
ETR
Entergy Corp

Utilities
313
+ 4.22%
$80.93 - $93.55 $25.3K - $29.3K
7.73K $720K
KMLM
Kraneshares Tr Kfa Mlm Index E

ETFs
3.9K
New
$26.05 - $27.27 $102K - $106K
3.9K $104K
UBER
Uber Technologies, Inc

Technology
534
+ 4.87%
$86.91 - $99.57 $46.4K - $53.2K
11.5K $1.13M
PAHC
Phibro Animal Health Corp

Healthcare
1.51K
+ 55.63%
$26.11 - $41.23 $39.5K - $62.4K
4.23K $171K
AL
Air Lease Corp

Industrials
1.49K
+ 110.86%
$54.35 - $64.28 $81K - $95.8K
2.84K $180K
JHG
Janus Henderson Group PLC

Financial Services
1.22K
+ 14.9%
$39.46 - $45.37 $48.3K - $55.5K
9.43K $419K
AVAH
Aveanna Healthcare Holdings, Inc.

Healthcare
11.5K
+ 88100.0%
$3.74 - $8.87 $42.8K - $102K
11.5K $101K
MET
Metlife Inc

Financial Services
1.1K
+ 19.89%
$73.82 - $82.37 $81.3K - $90.7K
6.64K $546K
SCHW
Schwab Charles Corp

Financial Services
326
+ 1.97%
$91.03 - $98.69 $29.7K - $32.2K
16.9K $1.61M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
1.81K
+ 5.64%
$13.29 - $16.05 $24K - $29K
33.8K $538K
CW
Curtiss Wright Corp

Industrials
137
+ 29.78%
$472.43 - $542.94 $64.7K - $74.4K
597 $324K
ATGE
Adtalem Global Education Inc.

Consumer Defensive
464
+ 43.9%
$113.83 - $154.45 $52.8K - $71.7K
1.52K $234K
EGO
Eldorado Gold Corp

Basic Materials
908
+ 10.68%
$19.75 - $28.89 $17.9K - $26.2K
9.41K $271K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
57K
+ 60.64%
$2.88 - $3.9 $164K - $222K
151K $437K
MSI
Motorola Solutions, Inc.

Technology
85
+ 5.2%
$408.73 - $490.3 $34.7K - $41.7K
1.72K $786K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
34
+ 3.39%
$473.44 - $553.71 $16.1K - $18.8K
1.04K $566K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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