Ever Source Wealth Advisors, LLC Incresed Positions in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FTS
Fortis Inc.

Utilities
1.73K
+ 148.03%
$44.42 - $49.76 $76.9K - $86.2K
2.9K $138K
PPC
Pilgrims Pride Corp

Consumer Defensive
3.1K
+ 54.99%
$44.55 - $56.26 $138K - $174K
8.74K $392K
AFRM
Affirm Holdings, Inc.

Technology
427
+ 18.48%
$35.75 - $69.14 $15.3K - $29.5K
2.74K $189K
CHK
Chesapeake Energy Corp

Energy
993
+ 106.89%
N/A
1.92K $164K
UBS
Ubs Group Ag

Financial Services
1.59K
+ 16.68%
$26.12 - $33.82 $41.6K - $53.9K
11.1K $377K
JNPR
Juniper Networks Inc

Technology
1.97K
+ 116.69%
$33.93 - $39.93 $66.7K - $78.5K
3.65K $145K
CALM
Cal Maine Foods Inc

Consumer Defensive
830
+ 322.96%
$90.17 - $103.07 $74.8K - $85.5K
1.09K $108K
EQIX
Equinix Inc

Real Estate
115
+ 33.63%
$740.07 - $914.43 $85.1K - $105K
457 $363K
EBAY
Ebay Inc

Consumer Cyclical
790
+ 21.53%
$59.52 - $79.36 $47K - $62.7K
4.46K $332K
BAH
Booz Allen Hamilton Holding Corp

Industrials
815
+ 132.74%
$99.97 - $129.69 $81.5K - $106K
1.43K $148K
VICI
Vici Properties Inc.

Real Estate
2.53K
+ 38.97%
$29.41 - $32.97 $74.5K - $83.5K
9.03K $294K
PFG
Principal Financial Group Inc

Financial Services
1.12K
+ 96.21%
$69.56 - $86.19 $77.7K - $96.3K
2.28K $180K
ITA
Ishares Tr

ETFs
7
+ 0.3%
$135.31 - $188.64 $947 - $1.32K
2.32K $436K
FIVE
Five Below, Inc

Consumer Cyclical
532
+ 238.57%
$55.75 - $131.18 $29.7K - $69.8K
755 $99K
PSO
Pearson PLC

Communication Services
6.01K
+ 83.67%
$14.41 - $16.64 $86.6K - $100K
13.2K $197K
HON
Honeywell International Inc

Industrials
52
+ 1.57%
$182.86 - $232.88 $9.51K - $12.1K
3.37K $785K
ROKU
Roku, Inc

Communication Services
826
+ 145.42%
$55.1 - $87.89 $45.5K - $72.6K
1.39K $122K
AZZ
Azz Inc

Industrials
859
+ 1145.33%
$75.58 - $95.07 $64.9K - $81.7K
934 $88K
SSRM
Ssr Mining Inc.

Basic Materials
6.22K
+ 515.15%
$9.09 - $13.07 $56.6K - $81.3K
7.43K $94K
BCS
Barclays PLC

Financial Services
2.66K
+ 26.39%
$12.69 - $18.61 $33.8K - $49.6K
12.8K $237K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
1.66K
+ 27.57%
$35.35 - $42.68 $58.7K - $70.8K
7.68K $327K
LNW
Light & Wonder, Inc.

Consumer Cyclical
790
+ 153.1%
$77.8 - $96.26 $61.5K - $76K
1.31K $125K
ASX
Ase Technology Holding Co., Ltd.

Technology
5.22K
+ 29.87%
$7.42 - $10.65 $38.7K - $55.6K
22.7K $234K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
2.71K
+ 155.8%
$25.21 - $34.03 $68.4K - $92.4K
4.46K $133K
LMT
Lockheed Martin Corp

Industrials
84
+ 3.32%
$430.82 - $486.45 $36.2K - $40.9K
2.61K $1.21M
ABC
Amerisourcebergen Corp

Healthcare
434
+ 31.98%
N/A
1.79K $331K
AJG
Arthur J. Gallagher & Co.

Financial Services
475
+ 16.62%
$310.86 - $348.77 $148K - $166K
3.33K $1.07M
SONY
Sony Group Corp

Technology
2.74K
+ 21.09%
$21.24 - $26.88 $58.2K - $73.6K
15.7K $409K
CPA
Copa Holdings, S.A.

Industrials
526
+ 42.11%
$83.12 - $109.97 $43.7K - $57.8K
1.78K $195K
ESNT
Essent Group Ltd.

Financial Services
1.28K
+ 160.0%
$52.78 - $61.24 $67.6K - $78.4K
2.08K $126K
WCC
Wesco International Inc

Industrials
368
+ 95.58%
$132.86 - $186.1 $48.9K - $68.5K
753 $139K
GATX
Gatx Corp

Industrials
525
+ 318.18%
$141.27 - $159.24 $74.2K - $83.6K
690 $105K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
384
+ 102.67%
$162.37 - $200.76 $62.4K - $77.1K
758 $143K
SKX
Skechers Usa Inc

Consumer Cyclical
1.24K
+ 1033.33%
$45.48 - $63.1 $56.4K - $78.2K
1.36K $85K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
830
+ 441.49%
$84.41 - $106.28 $70.1K - $88.2K
1.02K $96K
QLYS
Qualys, Inc.

Technology
535
+ 481.98%
$115.21 - $142.87 $61.6K - $76.4K
646 $92K
FLEX
Flex Ltd.

Technology
1.03K
+ 63.84%
$26.68 - $50.09 $27.5K - $51.6K
2.65K $132K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.76K
+ 371.2%
$28.49 - $33.82 $78.6K - $93.3K
3.5K $103K
VVR
Invesco Senior Income Trust

Financial Services
20.5K
+ 819.68%
$3.31 - $3.8 $67.8K - $77.9K
23K $87K
GNRC
Generac Holdings Inc.

Industrials
436
+ 44.13%
$101.92 - $143.21 $44.4K - $62.4K
1.42K $203K
CBOE
Cboe Global Markets, Inc.

Financial Services
321
+ 60.91%
$205.81 - $234.23 $66.1K - $75.2K
848 $197K
BZ
Kanzhun LTD

Industrials
4.44K
+ 315.48%
$13.62 - $19.06 $60.5K - $84.7K
5.85K $104K
POST
Post Holdings, Inc.

Consumer Defensive
727
+ 406.15%
$107.47 - $118.46 $78.1K - $86.1K
906 $98K
ESAB
Esab Corp

Industrials
629
+ 183.38%
$104.48 - $130.25 $65.7K - $81.9K
972 $117K
KMI
Kinder Morgan, Inc.

Energy
2.33K
+ 20.81%
$25.21 - $29.4 $58.7K - $68.5K
13.5K $397K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.67K
+ 19.05%
$44.68 - $45.96 $74.7K - $76.8K
10.5K $478K
AGX
Argan Inc

Industrials
335
+ 1116.67%
$120.08 - $243.11 $40.2K - $81.4K
365 $80K
NSC
Norfolk Southern Corp

Industrials
199
+ 14.73%
$206.34 - $257.46 $41.1K - $51.2K
1.55K $396K
DLR
Digital Realty Trust, Inc.

Real Estate
101
+ 5.28%
$136.11 - $177.69 $13.7K - $17.9K
2.01K $350K
Activity Summary
Buys All Purchases 3169 New Holdings 419 Increased Positions 2750 Sells All Sells 740 Reductions 740 Sold out 0 Options Calls 4 Puts 2
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