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
RMD
Resmed Inc

Healthcare
186
+ 32.98%
$204.54 - $258.0 $38K - $48K
750 $193K
DCI
Donaldson CO Inc

Industrials
933
+ 84.9%
$59.18 - $71.02 $55.2K - $66.3K
2.03K $140K
YUM
Yum Brands Inc

Consumer Cyclical
522
+ 44.13%
$138.36 - $161.45 $72.2K - $84.3K
1.71K $252K
MRK
Merck & Co., Inc.

Healthcare
2.72K
+ 19.32%
$73.47 - $87.12 $200K - $237K
16.8K $1.33M
XEL
Xcel Energy Inc

Utilities
1.36K
+ 13.48%
$65.65 - $72.39 $89.5K - $98.7K
11.5K $781K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
4.19K
+ 338.53%
$16.36 - $23.0 $68.6K - $96.4K
5.43K $93K
GTES
Gates Industrial Corp PLC

Industrials
2.83K
+ 1976.92%
$15.56 - $23.13 $44K - $65.4K
2.97K $68K
FOX
Fox Corp Cl B (De)

Communication Services
1.3K
+ 130.23%
$43.81 - $53.0 $57K - $69K
2.3K $118K
EUSB
Ishares Tr Esg Advanced Total

Technology
1.48K
+ 25.09%
$42.54 - $43.56 $62.8K - $64.3K
7.36K $320K
IBKR
Interactive Brokers Group, Inc.

Financial Services
6.95K
+ 240.55%
$50.53 - $212.53 $351K - $1.48M
9.84K $544K
IR
Ingersoll Rand Inc.

Industrials
714
+ 36.35%
$66.75 - $84.94 $47.7K - $60.6K
2.68K $222K
MUR
Murphy Oil Corp

Energy
3.1K
+ 437.77%
$19.62 - $29.21 $60.7K - $90.4K
3.8K $85K
TXG
10x Genomics, Inc.

Healthcare
5.03K
+ 203.85%
$7.14 - $11.73 $35.9K - $58.9K
7.49K $86K
S
Sentinel One, Inc.

Technology
3.59K
+ 540.3%
$16.17 - $20.34 $58.1K - $73.1K
4.26K $77K
TU
Telus Corp

Communication Services
3.51K
+ 67.66%
$13.82 - $16.49 $48.5K - $57.9K
8.7K $139K
COLL
Collegium Pharmaceutical, Inc

Healthcare
2.19K
+ 744.9%
$24.67 - $30.44 $54K - $66.7K
2.48K $73K
STRA
Strategic Education, Inc.

Consumer Defensive
765
+ 192.7%
$77.09 - $92.26 $59K - $70.6K
1.16K $98K
AKAM
Akamai Technologies Inc

Technology
703
+ 152.83%
N/A
1.16K $105K
NWBI
Northwest Bancshares, Inc.

Financial Services
4.95K
+ 590.23%
$10.9 - $12.84 $54K - $63.6K
5.79K $74K
PSMT
Pricesmart Inc

Consumer Defensive
579
+ 293.91%
$82.12 - $108.35 $47.5K - $62.7K
776 $81K
TRP
Tc Energy Corp

Energy
1.24K
+ 50.47%
$44.48 - $51.4 $55.3K - $63.9K
3.71K $180K
LNT
Alliant Energy Corp

Utilities
1.09K
+ 220.45%
$58.79 - $64.85 $64K - $70.6K
1.58K $95K
CROX
Crocs, Inc.

Consumer Cyclical
634
+ 278.07%
$88.67 - $120.26 $56.2K - $76.2K
862 $87K
CSGP
Costar Group, Inc.

Real Estate
774
+ 71.93%
$72.62 - $83.22 $56.2K - $64.4K
1.85K $148K
TEF
Telefonica S A

Communication Services
10.9K
+ 108.05%
$4.37 - $5.39 $47.5K - $58.5K
20.9K $109K
BKR
Baker Hughes CO

Energy
2.37K
+ 48.84%
$35.0 - $44.92 $82.9K - $106K
7.22K $276K
TDG
Trans Digm Group Inc

Industrials
18
+ 6.95%
$1231.75 - $1520.64 $22.2K - $27.4K
277 $421K
LRN
Stride, Inc.

Consumer Defensive
424
+ 481.82%
$124.45 - $160.72 $52.8K - $68.1K
512 $74K
FDX
Fedex Corp

Industrials
448
+ 18.5%
$198.07 - $245.17 $88.7K - $110K
2.87K $652K
MTD
Mettler Toledo International Inc

Healthcare
54
+ 23.18%
$970.15 - $1216.57 $52.4K - $65.7K
287 $337K
UMC
United Microelectronics Corp

Technology
7.14K
+ 51.08%
$6.12 - $8.32 $43.7K - $59.4K
21.1K $161K
WTRG
Essential Utilities, Inc.

Utilities
1.72K
+ 168.26%
$36.92 - $41.39 $63.6K - $71.3K
2.75K $102K
VOD
Vodafone Group Public LTD CO

Communication Services
4.94K
+ 65.82%
$8.19 - $10.66 $40.4K - $52.6K
12.4K $132K
CORT
Corcept Therapeutics Inc

Healthcare
1.06K
+ 273.32%
$62.24 - $91.93 $65.7K - $97K
1.44K $105K
CGNX
Cognex Corp

Technology
1.87K
+ 431.11%
$23.27 - $32.07 $43.5K - $60K
2.31K $73K
DV
Double Verify Holdings, Inc.

Technology
4K
+ 624.22%
$11.86 - $15.03 $47.4K - $60K
4.64K $69K
APAM
Artisan Partners Asset Management Inc.

Financial Services
1.22K
+ 91.5%
$33.85 - $44.55 $41.2K - $54.2K
2.55K $112K
REXR
Rexford Industrial Realty, Inc.

Real Estate
1.85K
+ 131.62%
$31.57 - $39.41 $58.3K - $72.8K
3.25K $115K
RNR
Renaissancere Holdings LTD

Financial Services
249
+ 246.53%
$220.37 - $253.95 $54.9K - $63.2K
350 $85K
QDEL
Quidel Ortho Corp

Healthcare
2.31K
+ 250.71%
$24.46 - $37.42 $56.5K - $86.4K
3.23K $93K
TTEK
Tetra Tech Inc

Industrials
1.64K
+ 754.84%
$28.01 - $36.25 $45.9K - $59.4K
1.86K $66K
DGICA
Donegal Group Inc

Financial Services
2.98K
+ 422.59%
$17.85 - $20.86 $53.1K - $62.1K
3.68K $73K
ORCC
Owl Rock Capital Corp

Financial Services
4.49K
+ 106.14%
N/A
8.73K $116K
AER
Aer Cap Holdings N.V.

Industrials
425
+ 59.19%
$88.97 - $117.24 $37.8K - $49.8K
1.14K $133K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
601
+ 186.65%
$89.4 - $99.04 $53.7K - $59.5K
923 $89K
BVN
Buenaventura Mining CO Inc

Basic Materials
3.62K
+ 432.66%
$12.94 - $16.96 $46.8K - $61.3K
4.45K $73K
ESGR
Enstar Group LTD

Financial Services
177
+ 368.75%
$330.1 - $336.55 $58.4K - $59.6K
225 $75K
MCY
Mercury General Corp

Financial Services
798
+ 194.16%
$49.04 - $67.34 $39.1K - $53.7K
1.21K $81K
HST
Host Hotels & Resorts, Inc.

Real Estate
3.8K
+ 413.38%
$12.7 - $16.07 $48.2K - $61K
4.72K $72K
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