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
INSM
Insmed Inc

Healthcare
263
+ 65.59%
$64.81 - $105.9 $17K - $27.9K
664 $66K
UBSI
United Bankshares Inc

Financial Services
988
+ 528.34%
$31.5 - $37.32 $31.1K - $36.9K
1.18K $42K
CMCL
Caledonia Mining Corp PLC

Basic Materials
1.88K
+ 6486.21%
$11.31 - $19.98 $21.3K - $37.6K
1.91K $36K
W
Wayfair Inc.

Consumer Cyclical
653
+ 393.37%
$24.14 - $51.22 $15.8K - $33.4K
819 $41K
IDA
Idacorp Inc

Utilities
314
+ 32.64%
$111.01 - $119.72 $34.9K - $37.6K
1.28K $147K
ONTO
Onto Innovation Inc.

Technology
389
+ 206.91%
$88.5 - $133.37 $34.4K - $51.9K
577 $58K
JJSF
J&J Snack Foods Corp

Consumer Defensive
316
+ 902.86%
$111.46 - $136.93 $35.2K - $43.3K
351 $39K
CFFN
Capitol Federal Financial, Inc.

Financial Services
5.47K
+ 180.47%
$5.03 - $6.1 $27.5K - $33.4K
8.5K $51K
SOI
Solaris Oilfield Infrastructure, Inc.

Energy
2.63K
+ 2227.12%
N/A
2.75K $36K
STWD
Starwood Property Trust, Inc.

Real Estate
1.66K
+ 42.73%
$17.28 - $20.41 $28.6K - $33.8K
5.54K $111K
MAN
Manpower Group Inc.

Industrials
1.13K
+ 177.46%
$38.37 - $58.77 $43.5K - $66.6K
1.77K $71K
GRNT
Granite Ridge Resources, Inc.
5.49K
+ 2398.25%
$4.69 - $6.66 $25.8K - $36.6K
5.72K $36K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
1.1K
+ 104.07%
$28.96 - $32.46 $31.9K - $35.7K
2.16K $68K
RDN
Radian Group Inc

Financial Services
901
+ 93.95%
$30.48 - $36.53 $27.5K - $32.9K
1.86K $66K
JLL
Jones Lang Lasalle Inc

Real Estate
126
+ 33.78%
$204.57 - $256.96 $25.8K - $32.4K
499 $127K
ZION
Zions Bancorporation, National Association

Financial Services
625
+ 52.48%
$41.39 - $51.94 $25.9K - $32.5K
1.82K $94K
FAF
First American Financial Corp

Financial Services
597
+ 189.52%
$54.11 - $67.0 $32.3K - $40K
912 $55K
BOH
Bank Of Hawaii Corp

Financial Services
512
+ 461.26%
$60.02 - $70.83 $30.7K - $36.3K
623 $42K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
29
+ 2.78%
$376.48 - $440.65 $10.9K - $12.8K
1.07K $471K
SMB
Vaneck Short Muni ETF

ETFs
1.89K
+ 18.57%
$16.86 - $17.26 $31.9K - $32.6K
12.1K $208K
ZTO
Zto Express (Cayman) Inc.

Industrials
2.13K
+ 156.17%
$16.51 - $19.83 $35.1K - $42.2K
3.49K $61K
SXT
Sensient Technologies Corp

Basic Materials
306
+ 181.07%
$68.75 - $98.6 $21K - $30.2K
475 $46K
TTMI
Ttm Technologies Inc

Technology
430
+ 52.83%
$17.57 - $40.82 $7.56K - $17.6K
1.24K $50K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
530
+ 14.11%
$107.83 - $119.94 $57.1K - $63.6K
4.29K $462K
SCHO
Schwab Short Term Us Treasury

ETFs
1.32K
+ 3.88%
$24.19 - $24.45 $31.8K - $32.2K
35.2K $857K
FITB
Fifth Third Bancorp

Financial Services
759
+ 45.48%
$33.32 - $41.51 $25.3K - $31.5K
2.43K $99K
SCS
Steelcase Inc

Industrials
3.29K
+ 1279.77%
$9.42 - $11.46 $31K - $37.7K
3.55K $36K
CNXN
Pc Connection Inc

Technology
500
+ 625.0%
$58.9 - $70.64 $29.5K - $35.3K
580 $38K
DAR
Darling Ingredients Inc.

Consumer Defensive
886
+ 681.54%
$27.63 - $38.64 $24.5K - $34.2K
1.02K $38K
STBA
S&T Bancorp Inc

Financial Services
888
+ 5223.53%
$32.89 - $38.76 $29.2K - $34.4K
905 $34K
CASH
Meta Financial Group Inc

Financial Services
432
+ 43200.0%
$67.2 - $83.08 $29K - $35.9K
433 $34K
BSAC
Banco Santander Chile

Financial Services
1.33K
+ 577.83%
$20.93 - $25.39 $27.8K - $33.7K
1.56K $39K
MIDD
Middleby Corp

Industrials
241
+ 280.23%
$124.01 - $154.76 $29.9K - $37.3K
327 $47K
DDS
Dillard'S, Inc.

Consumer Cyclical
79
+ 790.0%
$294.77 - $422.75 $23.3K - $33.4K
89 $37K
CIG
Energy CO Of Minas Gerais

Utilities
16.4K
+ 224.21%
$1.62 - $1.96 $26.5K - $32.1K
23.6K $46K
VOYA
Voya Financial, Inc.

Financial Services
475
+ 625.0%
$54.27 - $71.0 $25.8K - $33.7K
551 $39K
ICFI
Icf International, Inc.

Industrials
403
+ 2121.05%
$78.62 - $88.51 $31.7K - $35.7K
422 $35K
LPG
Dorian Lpg Ltd.

Energy
1.34K
+ 429.49%
$17.34 - $25.75 $23.2K - $34.5K
1.65K $40K
AMED
Amedisys Inc

Healthcare
344
+ 262.6%
$91.31 - $98.39 $31.4K - $33.8K
475 $46K
NOG
Northern Oil & Gas, Inc.

Energy
1.23K
+ 429.37%
$20.6 - $32.16 $25.3K - $39.5K
1.51K $42K
FCN
Fti Consulting, Inc

Industrials
212
+ 258.54%
$152.87 - $168.51 $32.4K - $35.7K
294 $47K
BCAL
Southern Calif Bancorp Com

Financial Services
2.12K
+ 26512.5%
$12.16 - $15.76 $25.8K - $33.4K
2.13K $33K
WM
Waste Management Inc

Industrials
185
+ 4.93%
$216.47 - $242.1 $40K - $44.8K
3.93K $900K
SIMO
Silicon Motion Technology Corp

Technology
366
+ 169.44%
$38.95 - $75.77 $14.3K - $27.7K
582 $43K
PRI
Primerica, Inc.

Financial Services
130
+ 72.22%
$244.39 - $290.62 $31.8K - $37.8K
310 $84K
RPAY
Repay Holdings Corp

Technology
7.22K
+ 224.41%
$3.71 - $5.77 $26.8K - $41.6K
10.4K $50K
ED
Consolidated Edison Inc

Utilities
547
+ 25.58%
$98.05 - $113.3 $53.6K - $62K
2.69K $269K
BKU
Bank United, Inc.

Financial Services
898
+ 141.86%
$29.48 - $36.33 $26.5K - $32.6K
1.53K $54K
HIMX
Himax Technologies, Inc.

Technology
3.17K
+ 109.77%
$5.89 - $9.44 $18.7K - $29.9K
6.06K $54K
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