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
NU
Nu Holdings Ltd.

Financial Services
1.46K
+ 63.54%
$9.6 - $13.72 $14.1K - $20.1K
3.77K $51K
CG
Carlyle Group Inc.

Financial Services
376
+ 31.92%
$34.78 - $51.4 $13.1K - $19.3K
1.55K $79K
MGRC
Mcgrath Rentcorp

Industrials
238
+ 767.74%
$101.45 - $118.14 $24.1K - $28.1K
269 $31K
SOXX
Ishares Semiconductor ETF

ETFs
21
+ 4.48%
$154.86 - $239.07 $3.25K - $5.02K
490 $116K
ABEV
Ambev S.A.

Consumer Defensive
11.7K
+ 2224.1%
$2.15 - $2.55 $25.2K - $29.9K
12.2K $29K
HTH
Hilltop Holdings Inc.

Financial Services
918
+ 584.71%
$27.95 - $30.99 $25.7K - $28.4K
1.08K $32K
MEI
Methode Electronics Inc

Technology
2.82K
+ 1027.37%
$5.35 - $9.51 $15.1K - $26.8K
3.09K $29K
CBU
Community Bank System, Inc.

Financial Services
499
+ 176.95%
$50.88 - $58.16 $25.4K - $29K
781 $44K
TECH
Bio Techne Corp

Healthcare
562
+ 506.31%
$46.66 - $58.38 $26.2K - $32.8K
673 $34K
HL
Hecla Mining CO

Basic Materials
4.43K
+ 255.63%
$4.54 - $6.45 $20.1K - $28.5K
6.16K $36K
EL
Estee Lauder Companies Inc

Consumer Defensive
188
+ 23.24%
$50.06 - $80.8 $9.41K - $15.2K
997 $80K
HMN
Horace Mann Educators Corp

Financial Services
627
+ 222.34%
$38.84 - $43.99 $24.4K - $27.6K
909 $39K
TGNA
Tegna Inc

Communication Services
1.78K
+ 81.62%
$15.42 - $18.98 $27.5K - $33.8K
3.96K $66K
AGCO
Agco Corp

Industrials
257
+ 951.85%
$75.77 - $108.43 $19.5K - $27.9K
284 $29K
ARGX
Argenx Se

Healthcare
58
+ 49.57%
$532.27 - $656.65 $30.9K - $38.1K
175 $96K
WCN
Waste Connections, Inc.

Industrials
245
+ 11.17%
$183.26 - $199.95 $44.9K - $49K
2.44K $455K
ST
Sensata Technologies Holding PLC

Technology
836
+ 244.44%
$17.69 - $30.11 $14.8K - $25.2K
1.18K $35K
LEN
Lennar Corp

Consumer Cyclical
331
+ 14.42%
$102.76 - $115.66 $34K - $38.3K
2.63K $290K
SSO
Proshares Ultra S&P 500

ETFs
31
+ 1.99%
$64.8 - $97.72 $2.01K - $3.03K
1.59K $155K
UDR
Udr, Inc.

Real Estate
703
+ 155.53%
$38.09 - $45.36 $26.8K - $31.9K
1.16K $47K
MNDY
Monday.Com Ltd.

Technology
65
+ 76.47%
$217.77 - $314.48 $14.2K - $20.4K
150 $47K
ANSS
Ansys Inc

Technology
42
+ 12.43%
$284.19 - $351.22 $11.9K - $14.8K
380 $133K
RLI
Rli Corp

Financial Services
493
+ 46.25%
$71.27 - $80.82 $35.1K - $39.8K
1.56K $112K
NRC
National Research Corp

Healthcare
1.62K
+ 9535.29%
$10.13 - $17.24 $16.4K - $27.9K
1.64K $27K
COLM
Columbia Sportswear CO

Consumer Cyclical
491
+ 255.73%
$59.62 - $77.36 $29.3K - $38K
683 $41K
MTX
Minerals Technologies Inc

Basic Materials
514
+ 626.83%
$50.93 - $63.06 $26.2K - $32.4K
596 $32K
TMST
Timken Steel Corp

Basic Materials
1.18K
+ 1535.06%
N/A
1.26K $27K
TM
Toyota Motor Corp

Consumer Cyclical
209
+ 8.25%
$158.63 - $195.39 $33.2K - $40.8K
2.74K $472K
VTR
Ventas, Inc.

Real Estate
638
+ 24.38%
$62.45 - $70.08 $39.8K - $44.7K
3.26K $205K
TYL
Tyler Technologies Inc

Technology
38
+ 10.98%
$521.68 - $592.84 $19.8K - $22.5K
384 $227K
PFBC
Preferred Bank

Financial Services
306
+ 1224.0%
$75.32 - $87.67 $23K - $26.8K
331 $28K
THFF
First Financial Corp

Financial Services
468
+ 400.0%
$42.72 - $54.21 $20K - $25.4K
585 $31K
SLVM
Sylvamo Corp

Basic Materials
638
+ 185.47%
$50.1 - $68.36 $32K - $43.6K
982 $49K
BCPC
Balchem Corp

Basic Materials
168
+ 294.74%
$150.5 - $170.45 $25.3K - $28.6K
225 $35K
AIN
Albany International Corp

Consumer Cyclical
375
+ 227.27%
$59.75 - $70.94 $22.4K - $26.6K
540 $37K
TRST
Trustco Bank Corp N Y

Financial Services
755
+ 2435.48%
$27.56 - $33.42 $20.8K - $25.2K
786 $26K
PRK
Park National Corp

Financial Services
151
+ 629.17%
$141.75 - $170.63 $21.4K - $25.8K
175 $29K
DCO
Ducommun Inc

Industrials
297
+ 618.75%
$53.5 - $86.27 $15.9K - $25.6K
345 $28K
ASB
Associated Banc Corp

Financial Services
1.05K
+ 345.54%
$18.91 - $24.56 $19.8K - $25.7K
1.35K $32K
AX
Axos Financial, Inc.

Financial Services
333
+ 294.69%
$56.36 - $76.85 $18.8K - $25.6K
446 $33K
OIS
Oil States International, Inc

Energy
4.74K
+ 221.91%
$3.25 - $5.62 $15.4K - $26.6K
6.88K $36K
PAYX
Paychex Inc

Industrials
422
+ 10.16%
$137.01 - $159.78 $57.8K - $67.4K
4.58K $665K
SNY
Sanofi

Healthcare
875
+ 36.07%
$47.62 - $55.44 $41.7K - $48.5K
3.3K $159K
NTB
Bank Of N.T. Butterfield & Son LTD

Financial Services
523
+ 204.3%
$35.46 - $44.91 $18.5K - $23.5K
779 $34K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
567
+ 19.4%
$50.56 - $59.57 $28.7K - $33.8K
3.49K $180K
VZ
Verizon Communications Inc

Communication Services
1.67K
+ 7.35%
$41.67 - $45.62 $69.5K - $76.1K
24.4K $1.05M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
496
+ 99.6%
$50.36 - $50.68 $25K - $25.1K
994 $50K
DBX
Dropbox, Inc.

Technology
787
+ 88.03%
$25.42 - $29.7 $20K - $23.4K
1.68K $48K
DAVA
Endava PLC

Technology
1.68K
+ 733.62%
$13.81 - $21.5 $23.2K - $36.1K
1.91K $29K
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
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