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
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
11.5K
+ 55.23%
$54.94 - $69.15 $631K - $794K
32.3K $1.86M
GE
General Electric CO

Industrials
2.02K
+ 25.59%
$168.59 - $212.13 $341K - $429K
9.93K $1.99M
IVE
Ishares S&P 500 Value ETF

ETFs
3.38K
+ 102.36%
$185.78 - $198.58 $628K - $672K
6.69K $1.27M
LKQ
Lkq Corp

Consumer Cyclical
2.56K
+ 2.81%
$36.24 - $44.05 $92.7K - $113K
93.6K $3.98M
SO
Southern CO

Utilities
3.98K
+ 14.47%
$80.96 - $92.96 $322K - $370K
31.4K $2.89M
DE
Deere & CO

Industrials
528
+ 6.78%
$408.57 - $509.27 $216K - $269K
8.31K $3.9M
RXRX
Recursion Pharmaceuticals, Inc.

Healthcare
109K
+ 94360.0%
$5.29 - $10.87 $574K - $1.18M
109K $574K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
12.6K
+ 59.12%
$48.06 - $53.73 $606K - $678K
34K $1.66M
IVW
Ishares S&P 500 Growth ETF

ETFs
7.69K
+ 40.26%
$92.45 - $106.69 $711K - $821K
26.8K $2.49M
WWJD
Northern Lts Fd Tr Iv Inspire

ETFs
8.73K
+ 5.51%
$28.66 - $31.72 $250K - $277K
167K $5.13M
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.6K
+ 11.17%
$32.57 - $35.82 $640K - $703K
195K $6.48M
SGOL
Abrdn Gold ETF Trust

ETFs
15.9K
+ 134.22%
$25.14 - $29.82 $400K - $474K
27.8K $827K
PG
Procter & Gamble CO

Consumer Defensive
2.84K
+ 18.21%
$158.56 - $176.26 $450K - $500K
18.4K $3.14M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
5.51K
+ 24.6%
$34.58 - $45.97 $191K - $253K
27.9K $1.28M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
10.7K
+ 34.08%
$42.18 - $45.16 $452K - $484K
42.2K $1.87M
ABBV
Abb Vie Inc.

Healthcare
737
+ 6.81%
$169.2 - $216.66 $125K - $160K
11.6K $2.42M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.2K
+ 27.83%
$49.25 - $50.66 $502K - $517K
46.9K $2.32M
VCYT
Veracyte, Inc.

Healthcare
15.8K
+ 13416.95%
$29.65 - $46.14 $469K - $730K
16K $472K
EFV
Msci Eafe Value ETF

ETFs
2.78K
+ 6.16%
$51.88 - $60.73 $144K - $169K
47.9K $2.83M
VT
Vanguard Total World Stk Index

ETFs
4.31K
+ 13.72%
$115.08 - $123.97 $496K - $534K
35.7K $4.14M
WSO
Watsco Inc

Industrials
567
+ 12.6%
$463.86 - $530.75 $263K - $301K
5.07K $2.58M
DIHP
Dimensional ETF Tr Dimensional

ETFs
9.71K
+ 10.34%
$25.1 - $27.85 $244K - $270K
104K $2.79M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
8.23K
+ 354.98%
$50.25 - $55.9 $414K - $460K
10.6K $542K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
18.5K
+ 194.52%
$22.31 - $22.79 $413K - $422K
28K $632K
CRWD
Crowd Strike Holdings, Inc.

Technology
679
+ 4.07%
$308.86 - $455.36 $210K - $309K
17.4K $6.12M
AJG
Arthur J. Gallagher & Co.

Financial Services
742
+ 35.07%
$275.89 - $345.24 $205K - $256K
2.86K $986K
QCOM
Qualcomm Inc

Technology
2.5K
+ 33.36%
$151.94 - $175.86 $380K - $440K
10K $1.54M
VIG
Vanguard Dividend Appreciation

ETFs
2.09K
+ 1.83%
N/A
116K $21.2M
CSCO
Cisco Systems, Inc.

Technology
5.46K
+ 33.23%
$58.74 - $64.87 $321K - $354K
21.9K $1.35M
IBM
International Business Machines Corp

Technology
1.11K
+ 31.28%
$217.4 - $264.74 $240K - $293K
4.64K $1.15M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
7.61K
+ 184.2%
$51.45 - $58.51 $392K - $445K
11.7K $608K
T
At&T Inc.

Communication Services
5.6K
+ 14.89%
$21.56 - $28.28 $121K - $158K
43.2K $1.22M
PULS
Pgim ETF Tr

ETFs
7.28K
+ 143.4%
$49.56 - $49.78 $361K - $362K
12.4K $614K
IEMG
Ishares Inc

ETFs
6.56K
+ 53.01%
N/A
18.9K $1.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
693
+ 13.74%
$208.48 - $244.03 $144K - $169K
5.74K $1.4M
TMUS
T Mobile Us, Inc.

Communication Services
962
+ 63.33%
$211.3 - $272.83 $203K - $262K
2.48K $661K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.32K
+ 1.16%
$66.9 - $71.57 $88K - $94.1K
115K $8.09M
AVDV
American Centy ETF Tr Avantis

ETFs
1.59K
+ 3.59%
$63.74 - $71.96 $102K - $115K
46K $3.21M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
4.4K
+ 105.39%
$43.79 - $57.46 $193K - $253K
8.58K $490K
CGDV
Capital Group Divid Value ETF

ETFs
7.85K
+ 13.52%
$34.95 - $37.36 $274K - $293K
65.9K $2.35M
DFSD
Dimensional ETF Tr Short Durat

ETFs
5.8K
+ 20.96%
$46.74 - $47.55 $271K - $276K
33.5K $1.59M
RSG
Republic Services, Inc.

Industrials
346
+ 6.84%
$200.09 - $242.16 $69.2K - $83.8K
5.41K $1.31M
DUK
Duke Energy Corp

Utilities
868
+ 6.75%
$105.87 - $121.97 $91.9K - $106K
13.7K $1.67M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.43K
+ 184.19%
$196.12 - $229.48 $281K - $329K
2.21K $446K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.32K
+ 18.04%
$54.25 - $57.64 $288K - $306K
34.8K $1.92M
PAYX
Paychex Inc

Industrials
1.59K
+ 61.82%
$136.06 - $154.52 $216K - $245K
4.15K $640K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.04K
+ 16.54%
$40.79 - $42.32 $246K - $256K
42.6K $1.79M
FLEE
Franklin Templeton ETF Tr

ETFs
4.21K
+ 9.14%
$27.52 - $32.21 $116K - $136K
50.3K $1.55M
AVUV
American Centy ETF Tr Avantis

ETFs
5.18K
+ 27.7%
$84.95 - $100.62 $440K - $521K
23.9K $2.08M
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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