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
SPTS
Spdr Portfolio Short Term Trea

ETFs
9.33K
+ 340.58%
$28.92 - $29.24 $270K - $273K
12.1K $352K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.97K
+ 10.74%
$58.01 - $64.46 $172K - $192K
30.6K $1.9M
UNP
Union Pacific Corp

Industrials
988
+ 24.6%
$225.21 - $254.42 $223K - $251K
5.01K $1.18M
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.23K
+ 64.99%
$56.12 - $68.15 $181K - $220K
8.2K $556K
UBER
Uber Technologies, Inc

Technology
1.79K
+ 18.22%
$63.17 - $81.49 $113K - $146K
11.6K $845K
STZ
Constellation Brands, Inc.

Consumer Defensive
1.82K
+ 82.31%
$161.05 - $222.93 $294K - $407K
4.04K $741K
ICE
Intercontinental Exchange, Inc.

Financial Services
902
+ 23.54%
$142.8 - $176.36 $129K - $159K
4.73K $816K
C
Citigroup Inc

Financial Services
3.43K
+ 64.0%
$67.23 - $84.63 $231K - $290K
8.79K $623K
WM
Waste Management Inc

Industrials
658
+ 21.29%
$200.54 - $233.78 $132K - $154K
3.75K $867K
BSX
Boston Scientific Corp

Healthcare
2.1K
+ 73.51%
$89.38 - $106.18 $187K - $222K
4.95K $498K
TXN
Texas Instruments Inc

Technology
1.25K
+ 29.74%
N/A
5.46K $1.06M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.19K
+ 11.55%
$25.35 - $27.46 $208K - $225K
79.1K $2.09M
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.37K
+ 1968.49%
$24.91 - $29.02 $233K - $272K
9.85K $246K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.3K
+ 170.62%
$100.32 - $100.76 $231K - $232K
3.65K $367K
BNDX
Vanguard Total International B

ETFs
6.38K
+ 1.76%
$48.33 - $49.5 $309K - $316K
369K $18M
MCK
Mckesson Corp

Healthcare
28
+ 1.4%
$566.21 - $672.99 $15.9K - $18.8K
2.04K $1.37M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
4.42K
+ 29.4%
$45.92 - $47.58 $203K - $210K
19.4K $923K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
65
+ 12.8%
$1187.71 - $1432.58 $77.2K - $93.1K
573 $820K
NOC
Northrop Grumman Corp

Industrials
362
+ 51.57%
$433.45 - $513.82 $157K - $186K
1.06K $544K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.95K
+ 20.08%
$95.85 - $99.25 $187K - $193K
11.6K $1.15M
UNH
Unitedhealth Group Inc

Healthcare
283
+ 7.85%
$461.52 - $548.18 $131K - $155K
3.89K $2.04M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
6K
+ 73.65%
$47.25 - $67.02 $283K - $402K
14.1K $672K
EQR
Equity Residential

Real Estate
2.84K
+ 304.39%
$66.98 - $75.02 $190K - $213K
3.77K $270K
ELV
Elevance Health, Inc.

Healthcare
244
+ 16.79%
$365.9 - $436.25 $89.3K - $106K
1.7K $738K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.92K
+ 473.58%
$97.25 - $104.79 $187K - $201K
2.32K $241K
WMB
Williams Companies, Inc.

Energy
2.47K
+ 27.6%
$54.02 - $61.09 $134K - $151K
11.4K $683K
HLNE
Hamilton Lane Inc

Financial Services
1.33K
+ 2336.84%
$137.87 - $170.18 $184K - $227K
1.39K $206K
GILD
Gilead Sciences, Inc.

Healthcare
1.33K
+ 55.52%
$89.14 - $117.41 $119K - $156K
3.73K $418K
SPOT
Spotify Technology S.A.

Communication Services
211
+ 28.1%
$457.79 - $648.32 $96.6K - $137K
962 $529K
CATH
Global X Fds Global X S&P 500

ETFs
2.79K
+ 1267.73%
$66.14 - $74.2 $184K - $207K
3.01K $203K
MMM
3 M CO

Industrials
718
+ 17.91%
$129.7 - $155.12 $93.1K - $111K
4.73K $694K
KLAC
Kla Corp

Technology
194
+ 21.75%
$636.62 - $777.63 $124K - $151K
1.09K $738K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
635
+ 33.02%
$80.53 - $147.57 $51.1K - $93.7K
2.56K $338K
WFC
Wells Fargo & Company

Financial Services
1.94K
+ 9.0%
$66.78 - $81.42 $130K - $158K
23.5K $1.69M
CMI
Cummins Inc

Industrials
627
+ 86.36%
$312.92 - $386.07 $196K - $242K
1.35K $424K
CI
Cigna Corp

Healthcare
374
+ 41.69%
$274.49 - $329.0 $103K - $123K
1.27K $418K
RY
Royal Bank Of Canada

Financial Services
1.62K
+ 99.57%
$108.81 - $123.4 $176K - $200K
3.25K $366K
HYD
Vaneck High Yield Muni ETF

ETFs
3.62K
+ 15.78%
$50.79 - $52.53 $184K - $190K
26.6K $1.36M
BK
Bank Of New York Mellon Corp

Financial Services
1.87K
+ 144.4%
$75.42 - $88.95 $141K - $166K
3.17K $265K
CB
Chubb LTD

Financial Services
361
+ 16.06%
$257.71 - $301.99 $93K - $109K
2.61K $787K
DFAS
Dimensional ETF Tr U S Small C

ETFs
9.14K
+ 12.76%
$58.81 - $68.2 $537K - $623K
80.8K $4.83M
AIG
American International Group, Inc.

Financial Services
1.41K
+ 48.96%
$70.5 - $86.94 $99.3K - $122K
4.28K $372K
XLP
Consumer Staples Sector Spdr

ETFs
2.12K
+ 408.46%
N/A
2.64K $201K
CME
Cme Group Inc.

Financial Services
479
+ 46.1%
$225.82 - $266.54 $108K - $128K
1.52K $402K
VZ
Verizon Communications Inc

Communication Services
973
+ 4.48%
$37.81 - $46.49 $36.8K - $45.2K
22.7K $1.03M
VRSN
Verisign Inc

Technology
556
+ 146.32%
$205.1 - $254.74 $114K - $142K
936 $237K
ROP
Roper Technologies Inc

Industrials
166
+ 18.91%
$502.71 - $593.81 $83.4K - $98.6K
1.04K $615K
ETR
Entergy Corp

Utilities
1.26K
+ 24.59%
$75.26 - $87.89 $94.9K - $111K
6.39K $546K
IEF
Ishares Barclays

ETFs
1.6K
+ 110.28%
$91.17 - $95.39 $146K - $152K
3.05K $290K
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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