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
WAB
Westinghouse Air Brake Technologies Corp

Industrials
73
+ 8.98%
$175.5 - $209.86 $12.8K - $15.3K
886 $160K
SYNA
Synaptics Inc

Technology
105
+ 300.0%
$61.71 - $87.87 $6.48K - $9.23K
140 $8K
FSLR
First Solar, Inc.

Technology
131
+ 62.09%
$126.34 - $197.73 $16.6K - $25.9K
342 $43K
ALHC
Alignment Healthcare, Inc.

Healthcare
301
+ 320.21%
$11.32 - $18.62 $3.41K - $5.6K
395 $7K
DOCS
Doximity, Inc.

Healthcare
72
+ 23.08%
$49.71 - $83.14 $3.58K - $5.99K
384 $22K
WAFD
Washington Federal Inc

Financial Services
204
+ 680.0%
$27.4 - $32.6 $5.59K - $6.65K
234 $6K
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
453
+ 439.81%
$12.06 - $13.55 $5.46K - $6.14K
556 $7K
GRAB
Grab Holdings LTD

Technology
1.62K
+ 37.71%
$4.12 - $5.34 $6.69K - $8.67K
5.93K $26K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
831
+ 634.35%
$7.08 - $9.52 $5.88K - $7.91K
962 $7K
BLCO
Bausch & Lomb Corp

Healthcare
513
+ 124.82%
$14.13 - $18.15 $7.25K - $9.31K
924 $13K
BZH
Beazer Homes Usa Inc

Consumer Cyclical
326
+ 2507.69%
$20.27 - $28.57 $6.61K - $9.31K
339 $6K
WTM
White Mountains Insurance Group LTD

Financial Services
3
+ 30.0%
$1818.58 - $1983.07 $5.46K - $5.95K
13 $25K
PCH
Potlatchdeltic Corp

Real Estate
115
+ 49.57%
$38.35 - $47.34 $4.41K - $5.44K
347 $15K
CWST
Casella Waste Systems Inc

Industrials
48
+ 129.73%
$104.2 - $115.86 $5K - $5.56K
85 $9K
OFG
Ofg Bancorp

Financial Services
173
+ 65.28%
$38.85 - $44.74 $6.72K - $7.74K
438 $17K
COTY
Coty Inc.

Consumer Defensive
1.26K
+ 133.26%
$5.43 - $7.61 $6.85K - $9.6K
2.21K $12K
MT
Arcelor Mittal

Basic Materials
126
+ 23.73%
$21.82 - $33.93 $2.75K - $4.28K
657 $18K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
92
+ 21.7%
$45.62 - $51.12 $4.2K - $4.7K
516 $26K
AMWD
American Woodmark Corp

Consumer Cyclical
108
+ 1200.0%
$57.97 - $82.5 $6.26K - $8.91K
117 $6K
JLL
Jones Lang Lasalle Inc

Real Estate
32
+ 9.38%
$238.0 - $284.76 $7.62K - $9.11K
373 $92K
JD
Jd.Com, Inc.

Consumer Cyclical
12
+ 1.45%
$33.1 - $45.21 $397 - $543
838 $34K
CNI
Canadian National Railway CO

Industrials
92
+ 14.31%
$95.46 - $106.79 $8.78K - $9.82K
735 $71K
ESGR
Enstar Group LTD

Financial Services
20
+ 71.43%
$324.4 - $333.99 $6.49K - $6.68K
48 $15K
LRN
Stride, Inc.

Consumer Defensive
34
+ 62.96%
$106.34 - $142.28 $3.62K - $4.84K
88 $11K
LNT
Alliant Energy Corp

Utilities
56
+ 12.79%
$56.66 - $66.04 $3.17K - $3.7K
494 $31K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
57
+ 2.19%
$38.5 - $43.78 $2.19K - $2.5K
2.66K $109K
VIRT
Virtu Financial, Inc.

Financial Services
138
+ 58.72%
$34.19 - $40.96 $4.72K - $5.65K
373 $14K
PDCO
Patterson Companies, Inc.

Healthcare
176
+ 567.74%
$30.8 - $31.25 $5.42K - $5.5K
207 $6K
EVH
Evolent Health, Inc.

Healthcare
676
+ 128.76%
$8.55 - $12.6 $5.78K - $8.52K
1.2K $11K
VLGEA
Village Super Market Inc

Consumer Defensive
21
+ 2.38%
$30.38 - $38.01 $638 - $798
904 $34K
LNTH
Lantheus Holdings, Inc.

Healthcare
41
+ 12.58%
$78.23 - $110.01 $3.21K - $4.51K
367 $35K
BIDU
Baidu, Inc.

Communication Services
9
+ 1.32%
$77.43 - $102.51 $697 - $923
689 $63K
PLAB
Photronics Inc

Technology
281
+ 484.48%
$19.89 - $24.57 $5.59K - $6.9K
339 $7K
TREE
Lending Tree, Inc.

Financial Services
76
+ 161.7%
$36.27 - $55.58 $2.76K - $4.22K
123 $6K
HPE
Hewlett Packard Enterprise CO

Technology
3.13K
+ 42.68%
$14.77 - $24.42 $46.2K - $76.3K
10.5K $161K
OIS
Oil States International, Inc

Energy
842
+ 65.07%
$4.7 - $5.74 $3.96K - $4.83K
2.14K $11K
MSA
Msa Safety Inc

Industrials
46
+ 82.14%
$146.69 - $166.47 $6.75K - $7.66K
102 $14K
CROX
Crocs, Inc.

Consumer Cyclical
49
+ 27.37%
$88.83 - $112.59 $4.35K - $5.52K
228 $24K
COMP
Compass, Inc.

Technology
497
+ 222.87%
$5.35 - $10.24 $2.66K - $5.09K
720 $6K
MD
Mednax, Inc.

Healthcare
224
+ 32.8%
$12.44 - $17.23 $2.79K - $3.86K
907 $13K
EXAS
Exact Sciences Corp

Healthcare
324
+ 44.94%
$43.04 - $58.51 $13.9K - $19K
1.05K $45K
OFLX
Omega Flex, Inc.

Industrials
141
+ 1566.67%
$34.78 - $41.97 $4.9K - $5.92K
150 $5K
GRBK
Green Brick Partners, Inc.

Consumer Cyclical
85
+ 110.39%
N/A
162 $9K
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
193
+ 665.52%
N/A
222 $5K
NIU
Niu Technologies

Consumer Cyclical
190
+ 10.02%
$1.71 - $4.86 $325 - $923
2.09K $8K
WTS
Watts Water Technologies Inc

Industrials
23
+ 63.89%
$195.28 - $224.67 $4.49K - $5.17K
59 $12K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
174
+ 9.52%
$37.11 - $39.53 $6.46K - $6.88K
2K $74K
FRME
First Merchants Corp

Financial Services
130
+ 351.35%
$37.99 - $45.25 $4.94K - $5.88K
167 $6K
IMVT
Immunovant, Inc.

Healthcare
186
+ 1094.12%
N/A
203 $5K
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
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