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
GOLD
Barrick Gold Corp

Basic Materials
557
+ 29.07%
$15.45 - $19.56 $8.61K - $10.9K
2.47K $48K
LOW
Lowes Companies Inc

Consumer Cyclical
346
+ 7.61%
$222.66 - $268.42 $77K - $92.9K
4.89K $1.14M
IONS
Ionis Pharmaceuticals Inc

Healthcare
689
+ 147.22%
$30.17 - $34.97 $20.8K - $24.1K
1.16K $34K
STN
Stantec Inc

Industrials
164
+ 16.13%
$74.62 - $89.33 $12.2K - $14.7K
1.18K $97K
URI
United Rentals, Inc.

Industrials
57
+ 25.56%
$594.17 - $789.56 $33.9K - $45K
280 $175K
OHI
Omega Healthcare Investors Inc

Real Estate
449
+ 28.33%
$35.7 - $38.33 $16K - $17.2K
2.03K $77K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
684
+ 69.94%
$31.92 - $38.83 $21.8K - $26.6K
1.66K $55K
FITB
Fifth Third Bancorp

Financial Services
541
+ 47.96%
$37.48 - $44.96 $20.3K - $24.3K
1.67K $65K
EURN
Euronav Nv

Energy
1.15K
+ 57.7%
N/A
3.15K $49K
DUOL
Duolingo, Inc.

Technology
62
+ 89.86%
$272.49 - $441.39 $16.9K - $27.4K
131 $40K
SMLR
Semler Scientific, Inc.

Healthcare
499
+ 49900.0%
$32.62 - $64.94 $16.3K - $32.4K
500 $18K
LAMR
Lamar Advertising CO

Real Estate
169
+ 117.36%
$110.65 - $132.9 $18.7K - $22.5K
313 $35K
JNPR
Juniper Networks Inc

Technology
561
+ 49.96%
$34.38 - $39.03 $19.3K - $21.9K
1.68K $60K
MKSI
Mks Instruments Inc

Technology
289
+ 129.02%
$78.89 - $122.69 $22.8K - $35.5K
513 $41K
ENOV
Enovis Corp

Industrials
492
+ 683.33%
$35.51 - $47.99 $17.5K - $23.6K
564 $21K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
31
+ 1.45%
$96.27 - $116.36 $2.98K - $3.61K
2.16K $251K
PRU
Prudential Financial Inc

Financial Services
262
+ 14.52%
$105.04 - $122.33 $27.5K - $32.1K
2.07K $230K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
46
+ 0.44%
$110.75 - $119.78 $5.09K - $5.51K
10.5K $1.21M
PRI
Primerica, Inc.

Financial Services
54
+ 42.86%
$271.41 - $296.43 $14.7K - $16K
180 $51K
SLAB
Silicon Laboratories Inc.

Technology
157
+ 541.38%
$112.57 - $158.7 $17.7K - $24.9K
186 $20K
DLTR
Dollar Tree, Inc.

Consumer Defensive
235
+ 191.06%
$61.92 - $76.95 $14.6K - $18.1K
358 $26K
OTEX
Open Text Corp

Technology
761
+ 112.91%
$25.11 - $30.39 $19.1K - $23.1K
1.44K $36K
ASO
Academy Sports & Outdoors, Inc.

Consumer Cyclical
442
+ 152.94%
$43.82 - $58.86 $19.4K - $26K
731 $33K
INGR
Ingredion Inc

Consumer Defensive
129
+ 39.94%
$125.6 - $137.36 $16.2K - $17.7K
452 $61K
DFS
Discover Financial Services

Financial Services
132
+ 6.11%
$152.99 - $203.25 $20.2K - $26.8K
2.29K $391K
TRP
Tc Energy Corp

Energy
334
+ 15.69%
$44.29 - $49.27 $14.8K - $16.5K
2.46K $116K
CFG
Citizens Financial Group Inc

Financial Services
658
+ 18.11%
$39.73 - $48.36 $26.1K - $31.8K
4.29K $175K
WTRG
Essential Utilities, Inc.

Utilities
382
+ 59.5%
$33.49 - $40.57 $12.8K - $15.5K
1.02K $40K
EEFT
Euronet Worldwide, Inc.

Technology
155
+ 98.73%
$94.42 - $110.06 $14.6K - $17.1K
312 $33K
EXEL
Exelixis, Inc.

Healthcare
120
+ 3.67%
$32.38 - $39.16 $3.89K - $4.7K
3.39K $125K
FELE
Franklin Electric CO Inc

Industrials
185
+ 133.09%
$93.38 - $106.03 $17.3K - $19.6K
324 $30K
VVV
Valvoline Inc

Energy
480
+ 167.25%
$34.44 - $40.19 $16.5K - $19.3K
767 $26K
STLD
Steel Dynamics Inc

Basic Materials
162
+ 22.01%
N/A
898 $88K
HAS
Hasbro, Inc.

Consumer Cyclical
175
+ 16.81%
$56.16 - $69.06 $9.83K - $12.1K
1.22K $74K
CSAN
Cosan S.A.

Energy
3.08K
+ 591.36%
$4.71 - $5.84 $14.5K - $18K
3.6K $18K
SPXL
Direxion Daily S&P 500 Bull 3 X

ETFs
1.73K
+ 21.56%
$135.34 - $188.66 $234K - $327K
9.76K $1.37M
MFC
Manulife Financial Corp

Financial Services
451
+ 7.44%
$28.41 - $31.82 $12.8K - $14.4K
6.51K $202K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
389
+ 21.49%
$48.02 - $53.02 $18.7K - $20.6K
2.2K $108K
MHO
M/I Homes, Inc.

Consumer Cyclical
137
+ 1141.67%
$113.46 - $138.33 $15.5K - $19K
149 $17K
OGS
One Gas, Inc.

Utilities
155
+ 24.68%
$67.77 - $76.05 $10.5K - $11.8K
783 $59K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
180
+ 18.61%
$90.0 - $96.32 $16.2K - $17.3K
1.15K $105K
TRU
Trans Union

Industrials
212
+ 178.15%
$80.45 - $100.25 $17.1K - $21.3K
331 $27K
AXSM
Axsome Therapeutics, Inc.

Healthcare
81
+ 45.51%
$80.05 - $137.75 $6.48K - $11.2K
259 $30K
STX
Seagate Technology Holdings PLC

Technology
199
+ 18.79%
$84.92 - $108.42 $16.9K - $21.6K
1.26K $106K
AFG
American Financial Group Inc

Financial Services
121
+ 59.61%
$119.82 - $138.45 $14.5K - $16.8K
324 $42K
TRNO
Terreno Realty Corp

Real Estate
226
+ 706.25%
$57.4 - $68.5 $13K - $15.5K
258 $16K
GPI
Group 1 Automotive Inc

Consumer Cyclical
74
+ 21.39%
$375.96 - $484.08 $27.8K - $35.8K
420 $160K
FUL
Fuller H B CO

Basic Materials
313
+ 144.24%
$52.88 - $64.28 $16.6K - $20.1K
530 $29K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1K
+ 22.22%
$13.33 - $14.08 $13.3K - $14.1K
5.5K $76K
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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