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
PEG
Public Service Enterprise Group Inc

Utilities
678
+ 27.19%
$78.2 - $90.39 $53K - $61.3K
3.17K $261K
WTW
Willis Towers Watson PLC

Financial Services
116
+ 25.11%
$306.61 - $340.78 $35.6K - $39.5K
578 $195K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
459
+ 26.76%
$203.38 - $274.79 $93.4K - $126K
2.17K $446K
HALO
Halozyme Therapeutics, Inc.

Healthcare
211
+ 9.17%
$47.74 - $65.16 $10.1K - $13.7K
2.51K $160K
BKR
Baker Hughes CO

Energy
876
+ 22.05%
$41.16 - $48.85 $36.1K - $42.8K
4.85K $213K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
687
New
$73.27 - $96.21 $50.3K - $66.1K
687 $50K
PNW
Pinnacle West Capital Corp

Utilities
425
+ 55.56%
$81.76 - $95.25 $34.7K - $40.5K
1.19K $113K
GLDM
World Gold Trust

ETFs
734
+ 205.03%
$52.19 - $61.89 $38.3K - $45.4K
1.09K $67K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
191
+ 40.47%
$333.37 - $384.99 $63.7K - $73.5K
663 $221K
TSCO
Tractor Supply CO

Consumer Cyclical
554
+ 6.18%
$51.66 - $57.94 $28.6K - $32.1K
9.52K $524K
EHC
Encompass Health Corp

Healthcare
143
+ 3.78%
$91.05 - $102.2 $13K - $14.6K
3.93K $397K
OTIS
Otis Worldwide Corp

Industrials
169
+ 5.87%
$90.77 - $104.01 $15.3K - $17.6K
3.05K $314K
TTWO
Take Two Interactive Software Inc

Communication Services
164
+ 27.94%
$178.61 - $217.95 $29.3K - $35.7K
751 $155K
AIT
Applied Industrial Technologies Inc

Industrials
253
+ 38.8%
$218.93 - $269.18 $55.4K - $68.1K
905 $203K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.01K
+ 103.02%
$22.25 - $23.0 $44.8K - $46.3K
3.97K $91K
ICVT
Ishares Tr Convertible Bond Et

ETFs
570
+ 191.28%
$83.18 - $89.27 $47.4K - $50.9K
868 $72K
AEE
Ameren Corp

Utilities
383
+ 57.42%
$86.87 - $103.67 $33.3K - $39.7K
1.05K $105K
CHE
Chemed Corp

Healthcare
5
+ 1.0%
$521.84 - $615.32 $2.61K - $3.08K
503 $309K
ENB
Enbridge Inc

Energy
628
+ 6.17%
$41.54 - $45.45 $26.1K - $28.5K
10.8K $478K
AWK
American Water Works Company, Inc.

Utilities
264
+ 90.1%
$121.01 - $149.31 $31.9K - $39.4K
557 $82K
DG
Dollar General Corp

Consumer Defensive
230
+ 11.7%
$68.44 - $87.93 $15.7K - $20.2K
2.2K $193K
TFX
Teleflex Inc

Healthcare
353
+ 273.64%
$130.79 - $183.66 $46.2K - $64.8K
482 $66K
HUN
Huntsman Corp

Basic Materials
2.79K
+ 725.19%
$15.79 - $18.04 $44.1K - $50.4K
3.18K $50K
OSIS
Osi Systems Inc

Technology
35
+ 2.54%
$153.35 - $219.6 $5.37K - $7.69K
1.41K $274K
MAA
Mid America Apartment Communities Inc.

Real Estate
227
+ 56.61%
$146.9 - $170.92 $33.3K - $38.8K
628 $105K
CEG
Constellation Energy Corp

Utilities
611
+ 17.88%
$201.63 - $347.44 $123K - $212K
4.03K $812K
EQT
Eqt Corp

Energy
691
+ 70.8%
$46.16 - $54.25 $31.9K - $37.5K
1.67K $89K
SNPS
Synopsys Inc

Technology
159
+ 36.64%
$428.58 - $551.54 $68.1K - $87.7K
593 $254K
RACE
Ferrari N.V.

Consumer Cyclical
101
+ 23.43%
$413.73 - $508.15 $41.8K - $51.3K
532 $227K
TW
Tradeweb Markets Inc.

Financial Services
279
+ 481.03%
$123.42 - $148.46 $34.4K - $41.4K
337 $50K
VRT
Vertiv Holdings CO

Industrials
489
+ 34.46%
N/A
1.91K $165K
XLB
Select Sector Spdr Fd Material

ETFs
495
+ 750.0%
$83.19 - $90.99 $41.2K - $45K
561 $48K
AEM
Agnico Eagle Mines LTD

Basic Materials
258
+ 53.31%
$79.66 - $108.41 $20.6K - $28K
742 $80K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
440
+ 16.01%
$96.18 - $109.82 $42.3K - $48.3K
3.19K $326K
FTV
Fortive Corp

Technology
588
+ 94.84%
$71.82 - $82.98 $42.2K - $48.8K
1.21K $88K
PCG
Pg&E Corp

Utilities
3.83K
+ 48.1%
$15.16 - $20.4 $58.1K - $78.2K
11.8K $202K
PFG
Principal Financial Group Inc

Financial Services
443
+ 61.7%
$76.34 - $89.04 $33.8K - $39.4K
1.16K $97K
PFFA
Etfis Ser Tr I

ETFs
2K
New
$21.21 - $22.3 $42.4K - $44.6K
2K $42K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.33K
+ 290.37%
$33.21 - $53.49 $44.1K - $71K
1.78K $59K
HYDB
Ishares Tr Edge High Yield Def

ETFs
853
+ 1003.53%
$46.82 - $47.8 $39.9K - $40.8K
938 $44K
OKTA
Okta, Inc.

Technology
278
+ 61.78%
$78.83 - $116.72 $21.9K - $32.4K
728 $76K
PDD
Pinduoduo Inc.

Consumer Cyclical
200
+ 24.24%
$94.68 - $131.34 $18.9K - $26.3K
1.03K $121K
WF
Woori Financial Group Inc.

Financial Services
840
+ 13.65%
$31.09 - $35.8 $26.1K - $30.1K
6.99K $233K
CRBG
Corebridge Financial, Inc.

Financial Services
1.23K
+ 74.79%
$29.61 - $34.68 $36.4K - $42.6K
2.87K $90K
DLB
Dolby Laboratories, Inc.

Industrials
506
+ 266.32%
$76.37 - $87.32 $38.6K - $44.2K
696 $55K
AM
Antero Midstream Corp

Energy
1.47K
+ 30.95%
$15.47 - $18.04 $22.8K - $26.6K
6.23K $112K
L
Loews Corp

Financial Services
361
+ 31.17%
$81.13 - $91.91 $29.3K - $33.2K
1.52K $139K
UHS
Universal Health Services Inc

Healthcare
212
+ 243.68%
$163.99 - $193.27 $34.8K - $41K
299 $56K
VMC
Vulcan Materials CO

Basic Materials
246
+ 34.12%
$220.9 - $277.54 $54.3K - $68.3K
967 $225K
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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