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
POR
Portland General Electric CO

Utilities
92
+ 6.54%
$40.56 - $45.24 $3.73K - $4.16K
1.5K $66K
OPEN
Opendoor Technologies Inc.

Real Estate
4.96K
+ 2033.2%
$1.02 - $1.72 $5.06K - $8.53K
5.21K $5K
MDU
Mdu Resources Group Inc

Industrials
365
+ 29.46%
$16.45 - $18.61 $6K - $6.79K
1.6K $27K
ZG
Zillow Group, Inc.

Communication Services
76
+ 3800.0%
$66.41 - $85.29 $5.05K - $6.48K
78 $5K
YALA
Yalla Group LTD

Technology
119
+ 3.29%
$3.89 - $5.63 $463 - $670
3.73K $19K
NUS
Nu Skin Enterprises, Inc.

Consumer Defensive
750
+ 126.69%
$6.22 - $8.25 $4.67K - $6.19K
1.34K $9K
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
156
+ 164.21%
$25.2 - $68.74 $3.93K - $10.7K
251 $7K
SHLS
Shoals Technologies Group, Inc.

Technology
1.63K
+ 2035.0%
$2.81 - $6.24 $4.57K - $10.2K
1.71K $5K
OSCR
Oscar Health, Inc.

Healthcare
410
+ 39.31%
$12.83 - $17.3 $5.26K - $7.09K
1.45K $19K
EAT
Brinker International, Inc

Consumer Cyclical
14
+ 6.54%
$133.46 - $189.14 $1.87K - $2.65K
228 $33K
HTZ
Hertz Global Holdings, Inc

Industrials
612
+ 6.76%
$3.3 - $4.5 $2.02K - $2.75K
9.66K $38K
HSY
Hershey CO

Consumer Defensive
20
+ 3.57%
$144.74 - $186.36 $2.89K - $3.73K
580 $99K
RKLB
Rocket Lab Usa, Inc.

Industrials
323
+ 566.67%
$17.12 - $31.57 $5.53K - $10.2K
380 $6K
ROIV
Roivant Sciences Ltd.

Healthcare
715
+ 49.83%
$10.09 - $12.08 $7.21K - $8.64K
2.15K $21K
UBSI
United Bankshares Inc

Financial Services
139
+ 289.58%
$34.03 - $39.27 $4.73K - $5.46K
187 $6K
CVCO
Cavco Industries Inc.

Consumer Cyclical
9
+ 56.25%
$431.31 - $539.1 $3.88K - $4.85K
25 $12K
KAR
Kar Auction Services, Inc.

Consumer Cyclical
250
+ 56.05%
$19.28 - $22.3 $4.82K - $5.58K
696 $13K
WDFC
Wd 40 CO

Basic Materials
20
+ 64.52%
$226.67 - $250.92 $4.53K - $5.02K
51 $12K
ROLL
Rbc Bearings Inc

Industrials
20
+ 86.96%
N/A
43 $10K
SLM
Slm Corp

Financial Services
85
+ 4.87%
$26.95 - $32.54 $2.29K - $2.77K
1.83K $53K
CSGS
Csg Systems International Inc

Technology
69
+ 125.45%
$49.81 - $66.73 $3.44K - $4.6K
124 $7K
WSFS
Wsfs Financial Corp

Financial Services
106
+ 66.25%
$49.95 - $59.33 $5.29K - $6.29K
266 $13K
NWN
Northwest Natural Holding CO

Utilities
94
+ 26.04%
$38.31 - $42.72 $3.6K - $4.02K
455 $19K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
35
+ 106.06%
$154.39 - $176.55 $5.4K - $6.18K
68 $10K
AMD
Advanced Micro Devices Inc

Technology
1.48K
+ 18.17%
$96.63 - $129.55 $143K - $192K
9.63K $989K
ISRA
Vaneck ETF Tr Israel ETF

ETFs
107
+ 172.58%
$42.18 - $47.24 $4.51K - $5.05K
169 $7K
CVLT
Commvault Systems Inc

Technology
30
+ 46.88%
$146.82 - $187.9 $4.4K - $5.64K
94 $14K
GTLS
Chart Industries Inc

Industrials
34
+ 850.0%
$141.99 - $218.35 $4.83K - $7.42K
38 $5K
IDXX
Idexx Laboratories Inc

Healthcare
6
+ 1.32%
$406.29 - $469.04 $2.44K - $2.81K
459 $192K
WABC
Westamerica Bancorporation

Financial Services
98
+ 108.89%
$49.12 - $52.43 $4.81K - $5.14K
188 $9K
IBP
Installed Building Products, Inc.

Consumer Cyclical
29
+ 414.29%
$162.22 - $206.22 $4.7K - $5.98K
36 $6K
RNST
Renasant Corp

Financial Services
150
+ 7500.0%
$33.29 - $39.39 $4.99K - $5.91K
152 $5K
ALLY
Ally Financial Inc.

Financial Services
120
+ 62.83%
$32.99 - $40.09 $3.96K - $4.81K
311 $11K
DNOW
Now Inc.

Energy
77
+ 10.17%
$12.83 - $17.59 $988 - $1.35K
834 $14K
KOF
Coca Cola Femsa Sab De Cv

Consumer Defensive
10
+ 3.21%
$74.5 - $92.3 $745 - $923
322 $29K
NXST
Nexstar Media Group, Inc.

Communication Services
26
+ 45.61%
$146.34 - $182.75 $3.8K - $4.75K
83 $14K
SSB
South State Corp

Financial Services
144
+ 10.96%
$89.4 - $108.33 $12.9K - $15.6K
1.46K $135K
ENVA
Enova International, Inc.

Financial Services
54
+ 117.39%
$87.18 - $116.49 $4.71K - $6.29K
100 $9K
MGC
Vanguard Mega Cap ETF

ETFs
23
+ 255.56%
$199.2 - $222.69 $4.58K - $5.12K
32 $6K
GKOS
Glaukos Corp

Healthcare
50
+ 384.62%
$96.6 - $161.22 $4.83K - $8.06K
63 $6K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
87
+ 40.65%
$68.37 - $87.97 $5.95K - $7.65K
301 $20K
AX
Axos Financial, Inc.

Financial Services
81
+ 253.13%
$61.63 - $73.1 $4.99K - $5.92K
113 $7K
WMS
Advanced Drainage Systems, Inc.

Industrials
52
+ 247.62%
$105.29 - $126.99 $5.48K - $6.6K
73 $7K
SEE
Sealed Air Corp

Consumer Cyclical
328
+ 31.6%
$28.9 - $35.65 $9.48K - $11.7K
1.37K $39K
ATRO
Astronics Corp

Industrials
104
+ 40.47%
$15.6 - $26.5 $1.62K - $2.76K
361 $8K
AB
Alliancebernstein Holding L.P.

Financial Services
3
+ 0.11%
$35.0 - $40.73 $105 - $122
2.61K $100K
HCM
Hutchmed (China) LTD

Healthcare
221
+ 40.77%
$13.09 - $16.75 $2.89K - $3.7K
763 $11K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
181
+ 40.49%
$12.0 - $14.77 $2.17K - $2.67K
628 $9K
OXM
Oxford Industries Inc

Consumer Cyclical
76
+ 211.11%
$55.24 - $88.05 $4.2K - $6.69K
112 $6K
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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