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
ATEC
Alphatec Holdings, Inc.

Healthcare
425
+ 162.21%
$9.06 - $12.53 $3.85K - $5.33K
687 $6K
FFIN
First Financial Bankshares Inc

Financial Services
124
+ 48.06%
$34.78 - $38.52 $4.31K - $4.78K
382 $13K
ORCL
Oracle Corp

Technology
2.86K
+ 19.39%
$139.81 - $186.47 $399K - $532K
17.6K $2.46M
NTES
Net Ease, Inc.

Communication Services
10
+ 3.97%
$87.72 - $109.14 $877 - $1.09K
262 $26K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
36
+ 45.0%
$90.12 - $109.07 $3.24K - $3.93K
116 $11K
AWR
American States Water CO

Utilities
59
+ 55.66%
$70.84 - $80.98 $4.18K - $4.78K
165 $12K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
146
+ 24.46%
$32.86 - $38.05 $4.8K - $5.56K
743 $24K
EXLS
Exl Service Holdings, Inc.

Technology
47
+ 12.37%
$44.13 - $51.8 $2.07K - $2.43K
427 $20K
MC
Moelis & CO

Financial Services
125
+ 65.79%
$57.91 - $81.2 $7.24K - $10.2K
315 $18K
IPAR
Inter Parfums Inc

Consumer Defensive
52
+ 49.52%
$113.87 - $144.54 $5.92K - $7.52K
157 $17K
KMT
Kennametal Inc

Industrials
208
+ 162.5%
$21.0 - $24.68 $4.37K - $5.13K
336 $7K
PZZA
Papa Johns International Inc

Consumer Cyclical
117
+ 158.11%
$36.01 - $51.28 $4.21K - $6K
191 $7K
RCII
Rent A Center Inc De

Industrials
150
+ 154.64%
N/A
247 $6K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
224
+ 188.24%
$23.27 - $31.93 $5.21K - $7.15K
343 $7K
CAL
Caleres Inc

Consumer Cyclical
270
+ 6750.0%
$15.27 - $22.49 $4.12K - $6.07K
274 $4K
FSV
First Service Corp

Real Estate
27
+ 58.7%
$159.66 - $185.88 $4.31K - $5.02K
73 $12K
XRAY
Dentsply Sirona Inc.

Healthcare
585
+ 49.58%
$14.93 - $20.31 $8.73K - $11.9K
1.77K $26K
JBT
John Bean Technologies Corp

Industrials
29
+ 80.56%
$121.81 - $131.22 $3.53K - $3.81K
65 $8K
WYNN
Wynn Resorts LTD

Consumer Cyclical
39
+ 20.42%
$77.0 - $93.47 $3K - $3.65K
230 $19K
HL
Hecla Mining CO

Basic Materials
358
+ 26.07%
$5.07 - $6.37 $1.82K - $2.28K
1.73K $9K
CDNA
Care Dx, Inc.

Healthcare
189
+ 787.5%
$17.64 - $25.07 $3.33K - $4.74K
213 $3K
OLN
Olin Corp

Basic Materials
363
+ 58.74%
$23.36 - $34.41 $8.48K - $12.5K
981 $23K
SNDX
Syndax Pharmaceuticals Inc

Healthcare
185
+ 293.65%
$12.29 - $16.38 $2.27K - $3.03K
248 $3K
EXPI
Exp World Holdings, Inc.

Real Estate
2.36K
+ 20.41%
$9.38 - $11.76 $22.1K - $27.7K
13.9K $135K
WLY
John Wiley & Sons, Inc.

Communication Services
55
+ 152.78%
$37.91 - $46.73 $2.09K - $2.57K
91 $4K
WFRD
Weatherford International PLC

Energy
114
+ 60.32%
$51.89 - $74.8 $5.92K - $8.53K
303 $16K
KOS
Kosmos Energy Ltd.

Energy
2.43K
+ 98.82%
$2.12 - $3.9 $5.16K - $9.49K
4.9K $11K
WOR
Worthington Industries Inc

Industrials
63
+ 420.0%
$38.95 - $51.6 $2.45K - $3.25K
78 $3K
GMRE
Global Medical Reit Inc.

Real Estate
132
+ 6.24%
$7.52 - $9.08 $993 - $1.2K
2.25K $19K
ROCK
Gibraltar Industries, Inc.

Industrials
55
+ 24.66%
$56.2 - $67.05 $3.09K - $3.69K
278 $16K
NWBI
Northwest Bancshares, Inc.

Financial Services
289
+ 52.55%
$11.78 - $13.39 $3.4K - $3.87K
839 $10K
HYLB
Xtrackers Usd High Yield Corp

ETFs
87
+ 14.7%
$35.96 - $36.72 $3.13K - $3.19K
679 $24K
ZLAB
Zai Lab LTD

Healthcare
53
+ 54.08%
$24.29 - $38.35 $1.29K - $2.03K
151 $5K
UVV
Universal Corp

Consumer Defensive
49
+ 33.11%
$49.67 - $56.43 $2.43K - $2.77K
197 $11K
SXT
Sensient Technologies Corp

Basic Materials
33
+ 24.26%
$67.31 - $77.4 $2.22K - $2.55K
169 $12K
WBS
Webster Financial Corp

Financial Services
135
+ 13.79%
$47.55 - $61.41 $6.42K - $8.29K
1.11K $57K
CNMD
Conmed Corp

Healthcare
43
+ 107.5%
$57.6 - $74.0 $2.48K - $3.18K
83 $5K
PTEN
Patterson Uti Energy Inc

Energy
374
+ 34.76%
$7.15 - $9.45 $2.67K - $3.53K
1.45K $11K
ACMR
Acm Research, Inc.

Technology
152
+ 800.0%
$15.41 - $29.98 $2.34K - $4.56K
171 $3K
AMRX
Amneal Pharmaceuticals, Inc.

Healthcare
362
+ 1248.28%
$7.72 - $9.01 $2.79K - $3.26K
391 $3K
EPRT
Essential Properties Realty Trust, Inc.

Real Estate
72
+ 12.74%
$30.51 - $32.85 $2.2K - $2.37K
637 $20K
EVER
Ever Quote, Inc.

Communication Services
118
+ 1311.11%
$17.84 - $29.71 $2.11K - $3.51K
127 $3K
BXC
Blue Linx Holdings Inc.

Industrials
45
+ 1125.0%
$74.77 - $112.26 $3.36K - $5.05K
49 $3K
MWA
Mueller Water Products, Inc.

Industrials
93
+ 29.15%
$21.65 - $28.24 $2.01K - $2.63K
412 $10K
STNE
Stone Co Ltd.

Technology
245
+ 583.33%
$7.85 - $11.45 $1.92K - $2.81K
287 $3K
FIBK
First Interstate Bancsystem Inc

Financial Services
187
+ 43.29%
$27.77 - $33.5 $5.19K - $6.26K
619 $17K
PLMR
Palomar Holdings, Inc.

Financial Services
20
+ 153.85%
$101.51 - $137.08 $2.03K - $2.74K
33 $4K
THFF
First Financial Corp

Financial Services
55
+ 88.71%
$43.45 - $53.53 $2.39K - $2.94K
117 $5K
CHWY
Chewy, Inc.

Consumer Cyclical
107
+ 100.94%
$31.83 - $39.8 $3.41K - $4.26K
213 $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
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