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
HOPE
Hope Bancorp Inc

Financial Services
3.07K
+ 157.08%
$9.11 - $10.84 $28K - $33.3K
5.03K $53K
GRAB
Grab Holdings LTD

Technology
5.87K
+ 98.9%
$3.48 - $5.25 $20.4K - $30.8K
11.8K $59K
RUSHA
Rush Enterprises Inc Tx

Consumer Cyclical
633
+ 427.7%
$47.79 - $56.03 $30.3K - $35.5K
781 $40K
ORA
Ormat Technologies, Inc.

Utilities
374
+ 251.01%
$66.4 - $86.59 $24.8K - $32.4K
523 $43K
IMO
Imperial Oil LTD

Energy
206
+ 9.09%
$60.22 - $81.91 $12.4K - $16.9K
2.47K $196K
HNRG
Hallador Energy CO

Energy
2.11K
+ 11110.53%
$10.3 - $19.53 $21.7K - $41.2K
2.13K $33K
CVLT
Commvault Systems Inc

Technology
177
+ 188.3%
$139.35 - $190.99 $24.7K - $33.8K
271 $47K
FHI
Federated Hermes, Inc.

Financial Services
679
+ 76.46%
$35.85 - $44.32 $24.3K - $30.1K
1.57K $69K
ARMK
Aramark

Industrials
174
+ 4.91%
$30.39 - $42.1 $5.29K - $7.33K
3.72K $155K
LBRDK
Liberty Broadband Corp

Communication Services
273
+ 59.35%
$73.65 - $101.29 $20.1K - $27.7K
733 $72K
CL
Colgate Palmolive CO

Consumer Defensive
536
+ 9.67%
$87.57 - $96.0 $46.9K - $51.5K
6.08K $552K
NVO
Novo Nordisk A S

Healthcare
511
+ 11.67%
$58.08 - $81.05 $29.7K - $41.4K
4.89K $337K
UCBI
United Community Banks Inc

Financial Services
1.11K
+ 130.89%
N/A
1.95K $57K
GTY
Getty Realty Corp

Real Estate
1.16K
+ 3996.55%
$27.38 - $30.93 $31.7K - $35.8K
1.19K $32K
ESS
Essex Property Trust, Inc.

Real Estate
115
+ 70.12%
N/A
279 $76K
JBGS
Jbg Smith Properties

Real Estate
1.74K
+ 113.64%
$13.98 - $18.4 $24.3K - $32K
3.27K $56K
ACA
Arcosa, Inc.

Industrials
322
+ 77.22%
$70.66 - $90.53 $22.8K - $29.2K
739 $64K
SLGN
Silgan Holdings Inc

Consumer Cyclical
577
+ 627.17%
$45.48 - $56.15 $26.2K - $32.4K
669 $36K
SHC
Sotera Health CO

Healthcare
2.94K
+ 831.44%
$9.8 - $13.5 $28.8K - $39.6K
3.29K $36K
EFSC
Enterprise Financial Services Corp

Financial Services
576
+ 929.03%
$46.2 - $55.78 $26.6K - $32.1K
638 $35K
DRVN
Driven Brands Holdings Inc.

Consumer Cyclical
1.85K
+ 744.58%
$14.99 - $18.47 $27.8K - $34.2K
2.1K $36K
YMM
Full Truck Alliance Co. Ltd.

Technology
2.85K
+ 274.88%
$9.67 - $13.01 $27.5K - $37K
3.88K $45K
MAA
Mid America Apartment Communities Inc.

Real Estate
299
+ 47.61%
$145.91 - $168.0 $43.6K - $50.2K
927 $137K
KLIC
Kulicke & Soffa Industries Inc

Technology
933
+ 2665.71%
$27.65 - $35.38 $25.8K - $33K
968 $33K
CPF
Central Pacific Financial Corp

Financial Services
1.17K
+ 117400.0%
$23.98 - $28.03 $28.2K - $32.9K
1.18K $32K
FRPT
Freshpet, Inc.

Consumer Defensive
472
+ 1388.24%
$67.88 - $89.64 $32K - $42.3K
506 $34K
WABC
Westamerica Bancorporation

Financial Services
666
+ 354.26%
$43.72 - $50.7 $29.1K - $33.8K
854 $41K
BRKL
Brookline Bancorp Inc

Financial Services
3.01K
+ 2598.28%
$9.53 - $11.11 $28.7K - $33.5K
3.13K $33K
AMG
Affiliated Managers Group, Inc.

Financial Services
133
+ 89.86%
$143.35 - $197.67 $19.1K - $26.3K
281 $55K
LAUR
Laureate Education, Inc.

Consumer Defensive
1.27K
+ 328.57%
$18.34 - $23.38 $23.2K - $29.6K
1.65K $38K
VRRM
Verra Mobility Corp

Industrials
1.22K
+ 439.35%
$20.85 - $25.4 $25.4K - $30.9K
1.49K $37K
KREF
Kkr Real Estate Finance Trust Inc.

Real Estate
3.66K
+ 741.99%
$8.6 - $10.66 $31.5K - $39K
4.15K $36K
CBZ
Cbiz, Inc.

Industrials
450
+ 165.44%
$66.19 - $79.64 $29.8K - $35.8K
722 $51K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
327
+ 1.57%
$99.1 - $99.49 $32.4K - $32.5K
21.1K $2.1M
ELP
Energy CO Of Parana

Utilities
3.18K
+ 279.1%
$7.01 - $9.24 $22.3K - $29.4K
4.32K $39K
MIR
Mirion Technologies, Inc.

Industrials
1.35K
+ 470.14%
$12.7 - $21.71 $17.2K - $29.4K
1.64K $35K
SPNT
Sirius Point LTD

Financial Services
1.38K
+ 187.09%
$15.16 - $20.88 $20.9K - $28.8K
2.11K $43K
JXN
Jackson Financial Inc.

Financial Services
325
+ 55.46%
$70.35 - $89.5 $22.9K - $29.1K
911 $80K
CNHI
Cnh Industrial N.V.

Industrials
2.97K
+ 56.72%
N/A
8.21K $85K
SSL
Sasol LTD

Basic Materials
6.96K
+ 347.33%
$2.93 - $5.45 $20.4K - $37.9K
8.96K $39K
KFY
Korn Ferry

Industrials
390
+ 84.05%
$59.48 - $74.54 $23.2K - $29.1K
854 $62K
LANC
Lancaster Colony Corp

Consumer Defensive
182
+ 46.43%
$159.67 - $192.9 $29.1K - $35.1K
574 $99K
ESI
Element Solutions Inc

Basic Materials
1.32K
+ 16.87%
$17.5 - $22.96 $23.1K - $30.3K
9.15K $207K
VBTX
Veritex Holdings, Inc.

Financial Services
1.14K
+ 260.32%
$20.77 - $26.15 $23.6K - $29.7K
1.57K $41K
AM
Antero Midstream Corp

Energy
1.32K
+ 21.23%
$15.88 - $18.99 $21K - $25.1K
7.56K $143K
APLE
Apple Hospitality Reit, Inc.

Real Estate
2.64K
+ 1375.0%
$10.66 - $12.92 $28.1K - $34.1K
2.83K $33K
LYV
Live Nation Entertainment, Inc.

Communication Services
109
+ 15.82%
$118.81 - $151.28 $13K - $16.5K
798 $120K
OMAB
Central North Airport Group

Industrials
271
+ 288.3%
$72.48 - $106.35 $19.6K - $28.8K
365 $38K
FTV
Fortive Corp

Technology
1.06K
+ 87.91%
$52.13 - $74.29 $55.4K - $78.9K
2.27K $118K
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