Ever Source Wealth Advisors, LLC Incresed Positions in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GWW
W.W. Grainger, Inc.

Industrials
38
+ 29.69%
$953.54 - $1132.42 $36.2K - $43K
166 $163K
NOK
Nokia Corp

Technology
4.21K
+ 50.8%
$4.43 - $5.42 $18.7K - $22.8K
12.5K $65K
PUK
Prudential PLC

Financial Services
1.22K
+ 242.86%
$14.54 - $21.92 $17.8K - $26.8K
1.73K $37K
BBY
Best Buy CO Inc

Consumer Cyclical
537
+ 63.4%
$70.3 - $91.1 $37.8K - $48.9K
1.38K $101K
SKM
Sk Telecom CO LTD

Communication Services
1.36K
+ 35.57%
$20.91 - $23.05 $28.4K - $31.3K
5.17K $109K
RYN
Rayonier Inc

Real Estate
988
+ 132.44%
$24.95 - $28.24 $24.7K - $27.9K
1.73K $48K
SHG
Shinhan Financial Group CO LTD

Financial Services
802
+ 14.73%
N/A
6.25K $216K
BPOP
Popular, Inc.

Financial Services
302
+ 1118.52%
$87.14 - $106.33 $26.3K - $32.1K
329 $30K
OSK
Oshkosh Corp

Industrials
302
+ 220.44%
$89.56 - $116.4 $27K - $35.2K
439 $41K
REAL
The Real Real, Inc.

Consumer Cyclical
5.33K
+ 13669.23%
$5.11 - $9.93 $27.2K - $52.9K
5.37K $28K
ENTG
Entegris Inc

Technology
513
+ 35.43%
$87.48 - $109.53 $44.9K - $56.2K
1.96K $171K
NWSA
News Corp

Communication Services
1.08K
+ 34.28%
$26.29 - $30.49 $28.3K - $32.8K
4.22K $114K
XLI
Industrial Sector Spdr

ETFs
218
+ 17.47%
$128.78 - $141.67 $28.1K - $30.9K
1.47K $192K
AGNC
Agnc Investment Corp.

Real Estate
2.41K
+ 24.17%
$9.12 - $10.54 $21.9K - $25.3K
12.4K $118K
GLW
Corning Inc

Technology
783
+ 16.31%
$44.91 - $54.25 $35.2K - $42.5K
5.58K $255K
WEN
Wendy'S CO

Consumer Cyclical
1.87K
+ 278.81%
$14.17 - $16.17 $26.5K - $30.2K
2.54K $37K
SR
Spire Inc

Utilities
247
+ 32.04%
$65.62 - $78.25 $16.2K - $19.3K
1.02K $79K
TTC
Toro CO

Industrials
390
+ 197.97%
$71.86 - $87.28 $28K - $34K
587 $42K
SKY
Skyline Champion Corp

Consumer Cyclical
9
+ 0.24%
$85.72 - $108.14 $771 - $973
3.83K $363K
NYT
New York Times CO

Communication Services
607
+ 49.51%
$46.9 - $55.89 $28.5K - $33.9K
1.83K $90K
OMFL
Invesco Exchange Traded Self I

ETFs
529
+ 20.45%
$52.19 - $57.45 $27.6K - $30.4K
3.12K $166K
ONL
Orion Office Reit Inc.

Real Estate
13.2K
+ 1087.26%
$2.14 - $4.15 $28.3K - $54.9K
14.4K $30K
PDI
Pimco Dynamic Income Fund

Financial Services
1K
+ 25.0%
$18.51 - $20.05 $18.5K - $20.1K
5K $99K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.13K
+ 7.51%
$64.88 - $72.1 $73.2K - $81.4K
16.2K $1.06M
TRMB
Trimble Inc.

Technology
563
+ 24.9%
$65.52 - $77.49 $36.9K - $43.6K
2.82K $185K
CYBR
Cyber Ark Software Ltd.

Technology
42
+ 1.68%
$312.8 - $414.31 $13.1K - $17.4K
2.55K $861K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
39
+ 9.38%
$233.07 - $290.7 $9.09K - $11.3K
455 $122K
ACGL
Arch Capital Group Ltd.

Financial Services
248
+ 70.86%
$88.13 - $96.94 $21.9K - $24K
598 $57K
K
Kellogg CO

Consumer Defensive
270
+ 21.67%
$81.06 - $82.9 $21.9K - $22.4K
1.52K $125K
ADT
Adt Inc.

Industrials
2.78K
+ 135.15%
$6.87 - $8.23 $19.1K - $22.9K
4.84K $39K
PHG
Koninklijke Philips Nv

Healthcare
977
+ 15.24%
$24.92 - $28.61 $24.3K - $28K
7.39K $187K
FNF
Fidelity National Financial, Inc.

Financial Services
204
+ 15.47%
$54.25 - $65.27 $11.1K - $13.3K
1.52K $99K
HLI
Houlihan Lokey, Inc.

Financial Services
290
+ 16.5%
$154.43 - $187.4 $44.8K - $54.3K
2.05K $330K
NTNX
Nutanix, Inc.

Technology
197
+ 16.07%
$61.28 - $77.44 $12.1K - $15.3K
1.42K $99K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
881
+ 18.15%
$18.36 - $20.51 $16.2K - $18.1K
5.74K $113K
NEU
Newmarket Corp

Basic Materials
39
+ 95.12%
$482.93 - $570.11 $18.8K - $22.2K
80 $45K
FIS
Fidelity National Information Services, Inc.

Technology
566
+ 18.23%
$68.12 - $83.42 $38.6K - $47.2K
3.67K $274K
LNG
Cheniere Energy, Inc.

Energy
36
+ 3.78%
$209.32 - $253.66 $7.54K - $9.13K
988 $228K
LPLA
Lpl Financial Holdings Inc.

Financial Services
72
+ 4.67%
$308.87 - $383.33 $22.2K - $27.6K
1.61K $527K
NTRS
Northern Trust Corp

Financial Services
260
+ 52.63%
$96.09 - $113.81 $25K - $29.6K
754 $74K
MFG
Mizuho Financial Group Inc

Financial Services
3.42K
+ 37.16%
$4.83 - $6.04 $16.5K - $20.7K
12.6K $69K
APAM
Artisan Partners Asset Management Inc.

Financial Services
701
+ 111.62%
$38.51 - $45.32 $27K - $31.8K
1.33K $51K
CBSH
Commerce Bancshares Inc

Financial Services
386
+ 4.84%
$58.85 - $68.59 $22.7K - $26.5K
8.36K $520K
DPZ
Dominos Pizza Inc

Consumer Cyclical
44
+ 48.35%
$402.33 - $489.71 $17.7K - $21.5K
135 $62K
VRNT
Verint Systems Inc

Technology
698
+ 269.5%
N/A
957 $31K
DVA
Davita Inc.

Healthcare
105
+ 5.75%
$140.0 - $177.35 $14.7K - $18.6K
1.93K $295K
OVV
Ovintiv Inc.

Energy
475
+ 41.38%
$37.84 - $45.91 $18K - $21.8K
1.62K $69K
NET
Cloudflare, Inc.

Technology
183
+ 40.67%
$110.71 - $176.5 $20.3K - $32.3K
633 $71K
INCY
Incyte Corp

Healthcare
567
+ 44.47%
$60.0 - $75.26 $34K - $42.7K
1.84K $111K
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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