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
USFD
Us Foods Holding Corp.

Consumer Defensive
628
+ 131.66%
$63.38 - $72.02 $39.8K - $45.2K
1.11K $72K
CORT
Corcept Therapeutics Inc

Healthcare
289
+ 297.94%
$49.85 - $114.22 $14.4K - $33K
386 $44K
IMO
Imperial Oil LTD

Energy
254
+ 12.62%
$62.41 - $73.34 $15.9K - $18.6K
2.27K $163K
TPL
Texas Pacific Land Corp

Energy
25
+ 80.65%
$1180.08 - $1431.01 $29.5K - $35.8K
56 $74K
ORI
Old Republic International Corp

Financial Services
693
+ 17.37%
$33.46 - $39.22 $23.2K - $27.2K
4.68K $183K
FFIV
F5, Inc.

Technology
137
+ 67.49%
$251.75 - $310.6 $34.5K - $42.6K
340 $90K
FLIN
Franklin Templeton ETF Tr

ETFs
1.08K
New
$34.0 - $38.4 $36.6K - $41.3K
1.08K $39K
DDOG
Datadog, Inc.

Technology
570
+ 136.36%
$98.68 - $151.89 $56.2K - $86.6K
988 $98K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
221
+ 106.76%
$81.78 - $131.92 $18.1K - $29.2K
428 $56K
SF
Stifel Financial Corp

Financial Services
417
+ 772.22%
$91.62 - $117.6 $38.2K - $49K
471 $44K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
148
+ 145.1%
$246.3 - $299.62 $36.5K - $44.3K
250 $65K
ROST
Ross Stores, Inc.

Consumer Cyclical
432
+ 57.37%
$123.3 - $154.95 $53.3K - $66.9K
1.19K $151K
SHOP
Shopify Inc.

Technology
639
+ 29.43%
$90.59 - $129.31 $57.9K - $82.6K
2.81K $268K
DOX
Amdocs LTD

Technology
381
+ 123.7%
$82.21 - $92.02 $31.3K - $35.1K
689 $63K
XLY
Select Sector Spdr Consumer Di

ETFs
359
+ 28.65%
$192.6 - $233.2 $69.1K - $83.7K
1.61K $318K
ETSY
Etsy Inc

Consumer Cyclical
825
+ 193.21%
$44.4 - $57.29 $36.6K - $47.3K
1.25K $59K
CBRE
Cbre Group, Inc.

Real Estate
286
+ 41.81%
$121.79 - $147.13 $34.8K - $42.1K
970 $126K
PODD
Insulet Corp

Healthcare
140
+ 94.59%
$237.06 - $288.29 $33.2K - $40.4K
288 $75K
EPD
Enterprise Products Partners L.P.

Energy
10
+ 0.08%
$31.75 - $34.14 $318 - $341
12.8K $437K
PRA
Proassurance Corp

Financial Services
43
+ 0.92%
$13.99 - $23.35 $602 - $1K
4.72K $110K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.47K
+ 82.48%
$19.58 - $22.02 $28.9K - $32.5K
3.26K $71K
AEHA
Aesther Healthcare Acquisition Corp.

Financial Services
5.44K
New
N/A
5.44K $36K
CCK
Crown Holdings Inc

Consumer Cyclical
391
+ 368.87%
$78.77 - $91.74 $30.8K - $35.9K
497 $44K
GPC
Genuine Parts CO

Consumer Cyclical
290
+ 50.17%
$115.91 - $129.02 $33.6K - $37.4K
868 $103K
TDY
Teledyne Technologies Inc

Technology
21
+ 2.91%
$455.51 - $518.84 $9.57K - $10.9K
742 $369K
BAH
Booz Allen Hamilton Holding Corp

Industrials
387
+ 170.48%
$102.72 - $143.06 $39.8K - $55.4K
614 $64K
PPL
Ppl Corp

Utilities
775
+ 37.4%
$31.68 - $36.11 $24.6K - $28K
2.85K $102K
XYL
Xylem Inc.

Industrials
285
+ 104.78%
$114.02 - $132.04 $32.5K - $37.6K
557 $66K
RL
Ralph Lauren Corp

Consumer Cyclical
164
+ 119.71%
$215.68 - $286.74 $35.4K - $47K
301 $66K
FMC
Fmc Corp

Basic Materials
939
+ 125.87%
$34.54 - $56.38 $32.4K - $52.9K
1.69K $71K
WPM
Wheaton Precious Metals Corp.

Basic Materials
364
+ 112.35%
$55.75 - $77.63 $20.3K - $28.3K
688 $53K
CTRA
Coterra Energy Inc.

Energy
943
+ 41.62%
$25.51 - $29.83 $24.1K - $28.1K
3.21K $92K
CWEN
Clearway Energy, Inc.

Utilities
1.12K
+ 308.26%
$24.63 - $30.42 $27.6K - $34K
1.48K $44K
NSP
Insperity, Inc.

Industrials
67
+ 2.79%
$69.6 - $94.21 $4.66K - $6.31K
2.47K $220K
ISRG
Intuitive Surgical Inc

Healthcare
134
+ 11.07%
$476.63 - $610.45 $63.9K - $81.8K
1.34K $665K
WCC
Wesco International Inc

Industrials
243
+ 171.13%
$155.3 - $199.95 $37.7K - $48.6K
385 $59K
TMO
Thermo Fisher Scientific Inc.

Healthcare
133
+ 9.15%
$497.6 - $606.74 $66.2K - $80.7K
1.59K $789K
MKL
Markel Corp

Financial Services
17
+ 106.25%
$1660.14 - $2059.83 $28.2K - $35K
33 $61K
IYH
Ishares Tr

ETFs
501
+ 60.0%
$58.32 - $62.76 $29.2K - $31.4K
1.34K $81K
VNLA
Janus Henderson Short Duration

ETFs
414
+ 0.82%
$48.89 - $49.21 $20.2K - $20.4K
51.2K $2.51M
LHX
L3 Harris Technologies, Inc.

Industrials
166
+ 8.57%
$194.65 - $222.86 $32.3K - $37K
2.1K $440K
RMD
Resmed Inc

Healthcare
157
+ 38.57%
$219.7 - $257.65 $34.5K - $40.5K
564 $126K
CINF
Cincinnati Financial Corp

Financial Services
216
+ 64.48%
$133.67 - $147.81 $28.9K - $31.9K
551 $81K
ESI
Element Solutions Inc

Basic Materials
2.18K
+ 38.54%
$22.61 - $27.55 $49.2K - $60K
7.83K $176K
QRVO
Qorvo, Inc.

Technology
438
+ 114.66%
$69.12 - $90.57 $30.3K - $39.7K
820 $59K
A
Agilent Technologies, Inc.

Healthcare
420
+ 43.89%
$116.69 - $152.6 $49K - $64.1K
1.38K $161K
ESTC
Elastic N.V.

Technology
367
+ 667.27%
$89.1 - $117.76 $32.7K - $43.2K
422 $37K
APO
Apollo Global Management, Inc.

Financial Services
318
+ 76.26%
$126.01 - $172.06 $40.1K - $54.7K
735 $100K
CRUS
Cirrus Logic, Inc.

Technology
317
+ 264.17%
$97.89 - $111.4 $31K - $35.3K
437 $43K
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
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