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
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.81K
+ 86.42%
$30.38 - $34.94 $55.1K - $63.3K
3.91K $133K
AXS
Axis Capital Holdings LTD

Financial Services
578
+ 86.14%
$85.54 - $100.24 $49.4K - $57.9K
1.25K $125K
KB
Kb Financial Group Inc.

Financial Services
1.44K
+ 31.41%
$53.14 - $62.87 $76.3K - $90.3K
6.01K $325K
EW
Edwards Lifesciences Corp

Healthcare
917
+ 70.32%
$67.95 - $76.19 $62.3K - $69.9K
2.22K $160K
FISV
Fiserv Inc

Technology
513
+ 13.4%
N/A
4.34K $543K
PINS
Pinterest, Inc.

Communication Services
1.75K
+ 34.29%
$29.79 - $40.0 $52.2K - $70.1K
6.86K $212K
AXP
American Express CO

Financial Services
605
+ 16.97%
$255.39 - $325.87 $155K - $197K
4.17K $1.12M
RRC
Range Resources Corp

Energy
1.57K
+ 704.04%
$35.22 - $41.29 $55.3K - $64.8K
1.79K $71K
MS
Morgan Stanley

Financial Services
1.56K
+ 11.83%
$111.68 - $141.08 $174K - $220K
14.7K $1.72M
TSN
Tyson Foods, Inc.

Consumer Defensive
791
+ 41.72%
$54.27 - $63.81 $42.9K - $50.5K
2.69K $171K
HES
Hess Corp

Energy
258
+ 32.33%
$135.42 - $160.52 $34.9K - $41.4K
1.06K $168K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
71
+ 3.59%
$132.75 - $177.12 $9.43K - $12.6K
2.05K $312K
ABNB
Airbnb, Inc.

Consumer Cyclical
594
+ 67.5%
$119.38 - $161.42 $70.9K - $95.9K
1.47K $176K
CEFA
Global X Fds
1.8K
+ 1001.11%
$29.76 - $33.55 $53.6K - $60.5K
1.98K $66K
LII
Lennox International Inc

Industrials
191
+ 20.11%
$553.05 - $666.93 $106K - $127K
1.14K $639K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
203
+ 9.35%
$110.55 - $130.35 $22.4K - $26.5K
2.37K $301K
CBOE
Cboe Global Markets, Inc.

Financial Services
225
+ 74.5%
$190.84 - $226.29 $42.9K - $50.9K
527 $119K
NSC
Norfolk Southern Corp

Industrials
247
+ 22.37%
$227.69 - $259.76 $56.2K - $64.2K
1.35K $319K
PPC
Pilgrims Pride Corp

Consumer Defensive
182
+ 3.34%
$44.52 - $55.93 $8.1K - $10.2K
5.64K $307K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
803
+ 126.66%
$61.25 - $72.83 $49.2K - $58.5K
1.44K $101K
ZTS
Zoetis Inc.

Healthcare
343
+ 20.63%
$156.48 - $175.67 $53.7K - $60.3K
2.01K $330K
MNST
Monster Beverage Corp

Consumer Defensive
854
+ 58.69%
$46.16 - $58.58 $39.4K - $50K
2.31K $135K
KR
Kroger CO

Consumer Defensive
651
+ 30.39%
$58.36 - $67.72 $38K - $44.1K
2.79K $189K
YUM
Yum Brands Inc

Consumer Cyclical
222
+ 23.1%
$123.25 - $162.53 $27.4K - $36.1K
1.18K $186K
ZS
Zscaler, Inc.

Technology
252
+ 57.93%
$181.66 - $216.87 $45.8K - $54.7K
687 $136K
CNP
Centerpoint Energy Inc

Utilities
793
+ 12.02%
$30.87 - $36.25 $24.5K - $28.7K
7.39K $267K
CNXC
Concentrix Corp

Technology
957
+ 228.4%
$42.45 - $65.04 $40.6K - $62.2K
1.38K $76K
KMI
Kinder Morgan, Inc.

Energy
1.66K
+ 17.36%
$26.1 - $31.22 $43.2K - $51.7K
11.2K $319K
TECL
Direxion Daily Technology Bull

ETFs
1K
+ 1020.41%
$58.43 - $100.39 $58.4K - $100K
1.1K $64K
SLB
Schlumberger Limited

Energy
980
+ 23.09%
$38.4 - $43.74 $37.6K - $42.9K
5.23K $218K
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.79K
+ 2706.8%
$20.08 - $20.62 $56K - $57.5K
2.89K $58K
HCA
Hca Healthcare, Inc.

Healthcare
87
+ 15.85%
$296.7 - $345.55 $25.8K - $30.1K
636 $219K
UTSL
Direxion Shs ETF Tr Daily Util

ETFs
1.6K
New
$30.57 - $37.36 $48.9K - $59.8K
1.6K $55K
EXPE
Expedia Group, Inc.

Consumer Cyclical
358
+ 131.62%
$157.11 - $206.52 $56.2K - $73.9K
630 $105K
MPWR
Monolithic Power Systems Inc

Technology
101
+ 27.3%
$565.7 - $720.25 $57.1K - $72.7K
471 $273K
HPQ
Hp Inc

Technology
2.87K
+ 58.76%
$27.69 - $34.72 $79.5K - $99.7K
7.76K $214K
EQNR
Equinor Asa

Energy
1.86K
+ 115.42%
$22.37 - $26.45 $41.7K - $49.3K
3.48K $92K
CVNA
Carvana Co.

Consumer Cyclical
245
+ 57.51%
$166.52 - $285.33 $40.8K - $69.9K
671 $140K
CNC
Centene Corp

Healthcare
897
+ 56.59%
$55.93 - $65.89 $50.2K - $59.1K
2.48K $150K
CAH
Cardinal Health Inc

Healthcare
96
+ 4.61%
$118.02 - $137.77 $11.3K - $13.2K
2.18K $300K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
594
+ 199.33%
$92.51 - $102.81 $55K - $61.1K
892 $82K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
5.2K
New
$8.72 - $11.64 $45.3K - $60.5K
5.2K $53K
BRO
Brown & Brown, Inc.

Financial Services
332
+ 67.76%
$100.54 - $124.4 $33.4K - $41.3K
822 $102K
SAN
Banco Santander, S.A.

Financial Services
2.3K
+ 13.05%
$4.46 - $7.14 $10.3K - $16.4K
20K $133K
MET
Metlife Inc

Financial Services
727
+ 24.0%
$77.7 - $87.0 $56.5K - $63.2K
3.76K $301K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.69K
+ 8.25%
$55.11 - $65.5 $203K - $241K
48.4K $2.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
524
+ 2.05%
$156.61 - $168.02 $82.1K - $88K
26K $4.18M
HOOD
Robinhood Markets, Inc.

Technology
1.11K
+ 78.75%
$35.63 - $65.28 $39.5K - $72.3K
2.52K $104K
CHD
Church & Dwight CO Inc

Consumer Defensive
359
+ 15.01%
$101.42 - $113.2 $36.4K - $40.6K
2.75K $302K
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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