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
NEU
Newmarket Corp

Basic Materials
71
+ 88.75%
$519.95 - $690.86 $36.9K - $49.1K
151 $104K
AYI
Acuity Brands Inc

Industrials
112
+ 14.89%
$223.31 - $304.18 $25K - $34.1K
864 $257K
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.61K
+ 178.82%
$35.51 - $36.83 $57.3K - $59.4K
2.52K $91K
COOP
Mr. Cooper Group Inc.

Financial Services
82
+ 5.17%
$107.26 - $155.96 $8.8K - $12.8K
1.67K $248K
SMR
Nuscale Power Corp

Industrials
1.11K
+ 187.61%
$12.6 - $43.24 $13.9K - $47.8K
1.69K $67K
BGNE
Bei Gene, Ltd.

Healthcare
257
+ 1117.39%
N/A
280 $63K
MAR
Marriott International Inc

Consumer Cyclical
66
+ 5.73%
$211.12 - $274.14 $13.9K - $18.1K
1.22K $332K
SIGI
Selective Insurance Group Inc

Financial Services
682
+ 415.85%
$82.37 - $92.83 $56.2K - $63.3K
846 $73K
AFG
American Financial Group Inc

Financial Services
469
+ 144.75%
$116.9 - $132.12 $54.8K - $62K
793 $100K
CNQ
Canadian Natural Resources LTD

Energy
1.79K
+ 65.49%
$25.14 - $34.01 $44.9K - $60.7K
4.51K $141K
APG
A Pi Group Corp

Industrials
1.08K
+ 547.21%
$32.2 - $51.23 $34.7K - $55.2K
1.28K $65K
NMR
Nomura Holdings Inc

Financial Services
7.73K
+ 47.73%
$4.95 - $6.6 $38.3K - $51K
23.9K $157K
MT
Arcelor Mittal

Basic Materials
1.77K
+ 268.65%
$23.47 - $31.65 $41.4K - $55.9K
2.42K $76K
SRE
Sempra Energy

Utilities
513
+ 12.31%
$63.78 - $78.91 $32.7K - $40.5K
4.68K $354K
WAT
Waters Corp

Healthcare
175
+ 82.94%
$307.71 - $366.67 $53.8K - $64.2K
386 $134K
NXPI
Nxp Semiconductors N.V.

Technology
187
+ 31.69%
$153.5 - $218.72 $28.7K - $40.9K
777 $169K
PPL
Ppl Corp

Utilities
1.85K
+ 64.91%
$33.45 - $36.5 $61.8K - $67.5K
4.7K $159K
CPNG
Coupang, Inc.

Consumer Cyclical
1.4K
+ 72.62%
$19.76 - $30.81 $27.6K - $43K
3.32K $99K
VAL
Valaris LTD

Energy
1.31K
+ 240.0%
$28.94 - $46.88 $37.9K - $61.3K
1.85K $78K
WEX
Wex Inc.

Technology
387
+ 4837.5%
$113.47 - $161.8 $43.9K - $62.6K
395 $58K
PTC
Ptc Inc.

Technology
287
+ 68.66%
$136.74 - $173.24 $39.2K - $49.7K
705 $121K
PBF
Pbf Energy Inc.

Energy
2.51K
+ 204.49%
$14.37 - $24.39 $36K - $61.1K
3.73K $80K
ALLE
Allegion PLC

Industrials
57
+ 1.6%
$118.52 - $145.64 $6.76K - $8.3K
3.63K $522K
SF
Stifel Financial Corp

Financial Services
503
+ 106.79%
$76.49 - $103.78 $38.5K - $52.2K
974 $101K
NPK
National Presto Industries Inc

Industrials
572
+ 969.49%
$81.06 - $99.62 $46.4K - $57K
631 $61K
SEIC
Sei Investments CO

Financial Services
493
+ 49.01%
$66.45 - $89.86 $32.8K - $44.3K
1.5K $134K
SLF
Sun Life Financial Inc

Financial Services
692
+ 66.41%
$53.39 - $66.45 $36.9K - $46K
1.73K $115K
ADUS
Addus Home Care Corp

Healthcare
476
+ 560.0%
$96.32 - $118.0 $45.8K - $56.2K
561 $64K
OVV
Ovintiv Inc.

Energy
1.68K
+ 103.2%
$31.18 - $44.14 $52.2K - $73.9K
3.3K $125K
FOXA
Fox Corp

Communication Services
1.01K
+ 286.44%
$47.21 - $57.04 $47.9K - $57.8K
1.37K $76K
FFIN
First Financial Bankshares Inc

Financial Services
1.55K
+ 404.71%
$31.3 - $37.48 $48.4K - $57.9K
1.93K $69K
TRMB
Trimble Inc.

Technology
352
+ 12.46%
$55.12 - $75.98 $19.4K - $26.7K
3.18K $241K
AROC
Archrock, Inc.

Energy
2.24K
+ 482.94%
$21.0 - $27.11 $47K - $60.6K
2.7K $67K
SHEL
Shell PLC

Energy
1K
+ 18.22%
$59.75 - $73.05 $60K - $73.3K
6.52K $458K
DEO
Diageo PLC

Consumer Defensive
575
+ 87.25%
$99.86 - $115.75 $57.4K - $66.6K
1.23K $124K
EWS
Ishares Inc Msci Singapore ETF

ETFs
624
+ 3.54%
$20.22 - $26.35 $12.6K - $16.4K
18.2K $473K
FRSH
Freshworks Inc.

Technology
3.63K
+ 427.56%
$12.07 - $15.98 $43.8K - $58K
4.48K $66K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
106
+ 28.57%
$179.95 - $278.88 $19.1K - $29.6K
477 $133K
CACI
Caci International Inc

Technology
125
+ 595.24%
N/A
146 $62K
DUSL
Direxion Shs ETF Tr Daily Indl

ETFs
400
+ 23.53%
$35.29 - $68.07 $14.1K - $27.2K
2.1K $142K
SSNC
Ss&C Technologies Holdings Inc

Technology
683
+ 17.68%
$71.96 - $83.42 $49.1K - $57K
4.55K $376K
STEP
Step Stone Group Inc.

Financial Services
950
+ 332.17%
$42.46 - $60.26 $40.3K - $57.2K
1.24K $68K
FMS
Fresenius Medical Care Ag & Co. K Ga A

Healthcare
1.7K
+ 141.76%
$22.56 - $29.85 $38.4K - $50.9K
2.91K $83K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
3.65K
+ 124.62%
$10.8 - $16.92 $39.5K - $61.8K
6.59K $90K
ELY
Callaway Golf CO

Consumer Cyclical
2.87K
+ 287300.0%
N/A
2.87K $54K
FHB
First Hawaiian, Inc.

Financial Services
2.12K
+ 333.81%
$21.14 - $24.96 $44.9K - $53K
2.76K $68K
ADP
Automatic Data Processing Inc

Industrials
145
+ 5.22%
$276.76 - $326.81 $40.1K - $47.4K
2.93K $902K
HTBK
Heritage Commerce Corp

Financial Services
5.37K
+ 16272.73%
$8.25 - $9.93 $44.3K - $53.3K
5.4K $53K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
797
+ 118.6%
$52.22 - $73.66 $41.6K - $58.7K
1.47K $96K
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
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