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
ASC
Ardmore Shipping Corp

Industrials
7.97K
+ 1688.98%
$8.51 - $10.54 $67.8K - $84K
8.44K $81K
SLM
Slm Corp

Financial Services
2.16K
+ 118.19%
$24.84 - $34.36 $53.8K - $74.4K
4K $130K
GGG
Graco Inc

Industrials
870
+ 97.21%
$74.02 - $87.26 $64.4K - $75.9K
1.77K $151K
ITT
Itt Inc.

Industrials
442
+ 171.32%
$112.67 - $157.95 $49.8K - $69.8K
700 $109K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
659
+ 25.1%
$81.84 - $93.53 $53.9K - $61.6K
3.28K $304K
BURL
Burlington Stores, Inc.

Consumer Cyclical
334
+ 91.76%
$215.78 - $270.12 $72.1K - $90.2K
698 $162K
ALK
Alaska Air Group, Inc.

Industrials
1.5K
+ 194.82%
$41.01 - $54.88 $61.7K - $82.5K
2.28K $112K
MMSI
Merit Medical Systems Inc

Healthcare
813
+ 745.87%
$88.48 - $107.04 $71.9K - $87K
922 $86K
ATR
Aptargroup, Inc.

Healthcare
476
+ 534.83%
$133.66 - $158.53 $63.6K - $75.5K
565 $88K
PII
Polaris Inc.

Consumer Cyclical
1.83K
+ 582.8%
$31.97 - $42.61 $58.5K - $78K
2.14K $87K
GHC
Graham Holdings CO

Consumer Defensive
81
+ 89.01%
$876.56 - $1003.53 $71K - $81.3K
172 $162K
HAL
Halliburton CO

Energy
12.9K
+ 33.96%
$19.26 - $25.7 $247K - $330K
50.7K $1.03M
SLB
Schlumberger Limited

Energy
3.43K
+ 65.57%
$31.95 - $42.2 $109K - $145K
8.65K $292K
RYAAY
Ryanair Holdings PLC

Industrials
1.01K
+ 99.7%
$39.21 - $57.84 $39.7K - $58.6K
2.03K $117K
CRK
Comstock Resources Inc

Energy
2.61K
+ 1189.95%
$17.12 - $30.74 $44.6K - $80.1K
2.83K $78K
BOX
Box Inc

Technology
2.16K
+ 1995.37%
$28.42 - $38.55 $61.2K - $83.1K
2.26K $77K
LUV
Southwest Airlines CO

Industrials
2.41K
+ 73.37%
$24.04 - $34.36 $57.9K - $82.7K
5.69K $184K
HUBB
Hubbell Inc

Industrials
111
+ 31.09%
$315.94 - $408.41 $35.1K - $45.3K
468 $191K
VMI
Valmont Industries Inc

Industrials
218
+ 403.7%
$263.86 - $333.86 $57.5K - $72.8K
272 $88K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
820
+ 431.58%
$60.61 - $87.72 $49.7K - $71.9K
1.01K $85K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
460
+ 30.63%
$97.68 - $121.38 $44.9K - $55.8K
1.96K $238K
ALV
Autoliv Inc

Consumer Cyclical
623
+ 582.24%
$76.77 - $113.1 $47.8K - $70.5K
730 $81K
SBSW
Sibanye Stillwater LTD

Basic Materials
9.29K
+ 493.73%
$3.22 - $7.55 $29.9K - $70.2K
11.2K $80K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
1.08K
+ 89.62%
$90.21 - $112.66 $97.3K - $122K
2.28K $208K
DGX
Quest Diagnostics Inc

Healthcare
525
+ 9.54%
N/A
6.03K $826K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
413
+ 60.12%
$66.89 - $111.18 $27.6K - $45.9K
1.1K $122K
NWS
News Corp New Cl B Com Stk (De

Communication Services
2.02K
+ 226.26%
$27.41 - $34.31 $55.3K - $69.2K
2.91K $99K
WTS
Watts Water Technologies Inc

Industrials
280
+ 474.58%
$180.4 - $247.22 $50.5K - $69.2K
339 $83K
HII
Huntington Ingalls Industries, Inc.

Industrials
280
+ 329.41%
$183.31 - $241.46 $51.3K - $67.6K
365 $88K
CRBG
Corebridge Financial, Inc.

Financial Services
1.69K
+ 58.82%
$25.41 - $35.83 $42.9K - $60.5K
4.56K $161K
ALE
Allete Inc

Utilities
1.13K
+ 160.91%
$63.53 - $65.71 $71.7K - $74.1K
1.83K $117K
PCTY
Paylocity Holding Corp

Technology
392
+ 536.99%
$172.54 - $201.04 $67.6K - $78.8K
465 $84K
GVA
Granite Construction Inc

Industrials
414
+ 23.21%
$71.89 - $93.51 $29.8K - $38.7K
2.2K $205K
AOA
Ishares Tr Core Aggressive All

ETFs
30
+ 0.31%
$69.46 - $83.4 $2.08K - $2.5K
9.69K $808K
ETR
Entergy Corp

Utilities
1.03K
+ 16.12%
$79.01 - $86.61 $81.4K - $89.2K
7.42K $616K
SANM
Sanmina Corp

Technology
570
+ 86.76%
$67.3 - $98.07 $38.4K - $55.9K
1.23K $120K
CFR
Cullen/Frost Bankers, Inc.

Financial Services
532
+ 82.87%
$105.8 - $131.55 $56.3K - $70K
1.17K $150K
PAHC
Phibro Animal Health Corp

Healthcare
2.69K
+ 7671.43%
$16.53 - $25.66 $44.4K - $68.9K
2.72K $69K
THG
Hanover Insurance Group, Inc.

Financial Services
412
+ 131.21%
$150.66 - $178.04 $62.1K - $73.4K
726 $123K
ADC
Agree Realty Corp

Real Estate
965
+ 245.55%
$70.68 - $79.12 $68.2K - $76.4K
1.36K $99K
EVTC
Evertec, Inc.

Technology
1.93K
+ 2751.43%
$31.89 - $38.37 $61.4K - $73.9K
2K $71K
LPX
Louisiana Pacific Corp

Industrials
794
+ 496.25%
$81.16 - $95.48 $64.4K - $75.8K
954 $82K
HCA
Hca Healthcare, Inc.

Healthcare
115
+ 18.08%
$317.61 - $387.52 $36.5K - $44.6K
751 $287K
DD
Du Pont De Nemours, Inc.

Basic Materials
1.19K
+ 54.57%
$55.13 - $75.25 $65.8K - $89.8K
3.38K $231K
ONB
Old National Bancorp

Financial Services
3.17K
+ 794.24%
$17.95 - $22.57 $56.9K - $71.5K
3.57K $76K
PBH
Prestige Consumer Healthcare Inc.

Healthcare
876
+ 151.56%
$78.57 - $89.09 $68.8K - $78K
1.45K $116K
PLXS
Plexus Corp

Technology
490
+ 583.33%
$110.95 - $136.15 $54.4K - $66.7K
574 $77K
SNA
Snap On Inc

Industrials
233
+ 100.87%
$292.36 - $342.2 $68.1K - $79.7K
464 $144K
MWA
Mueller Water Products, Inc.

Industrials
2.79K
+ 677.67%
$22.82 - $27.21 $63.7K - $76K
3.2K $77K
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