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
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
6.97K
+ 8.61%
$32.0 - $39.87 $223K - $278K
87.9K $3.5M
MSCI
Msci Inc.

Financial Services
792
+ 129.2%
$506.56 - $576.74 $401K - $457K
1.41K $810K
FIX
Comfort Systems Usa Inc

Industrials
820
+ 811.88%
$296.51 - $536.21 $243K - $440K
921 $493K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
1.54K
+ 116.79%
$201.28 - $266.34 $309K - $409K
2.85K $759K
GLD
Spdr Gold Trust

ETFs
986
+ 10.72%
$273.71 - $316.29 $270K - $312K
10.2K $3.11M
CGCP
Capital Group Core Plus Income

ETFs
19.2K
+ 4.74%
$21.92 - $22.56 $422K - $434K
425K $9.56M
WMB
Williams Companies, Inc.

Energy
6.57K
+ 57.49%
$54.33 - $62.87 $357K - $413K
18K $1.13M
FCX
Freeport Mcmoran Inc

Basic Materials
9.2K
+ 104.45%
$29.15 - $44.46 $268K - $409K
18K $780K
DAL
Delta Air Lines, Inc.

Industrials
8.55K
+ 221.91%
$35.88 - $52.99 $307K - $453K
12.4K $609K
GM
General Motors CO

Consumer Cyclical
8.53K
+ 123.72%
$42.48 - $50.46 $363K - $431K
15.4K $759K
MS
Morgan Stanley

Financial Services
518
+ 3.52%
$99.83 - $140.86 $51.7K - $73K
15.2K $2.15M
AXP
American Express CO

Financial Services
687
+ 16.47%
$231.39 - $318.98 $159K - $219K
4.86K $1.55M
AMD
Advanced Micro Devices Inc

Technology
343
+ 3.56%
$78.21 - $143.81 $26.8K - $49.3K
9.97K $1.42M
EXR
Extra Space Storage Inc.

Real Estate
2.86K
+ 415.67%
$126.61 - $152.99 $363K - $438K
3.55K $523K
PHYS
Sprott Physical Gold Trust

Financial Services
16K
+ 164.52%
$22.82 - $26.29 $365K - $421K
25.7K $652K
APH
Amphenol Corp

Technology
2.05K
+ 31.82%
$59.09 - $98.75 $121K - $202K
8.48K $836K
KMX
Carmax Inc

Consumer Cyclical
6.53K
+ 251.37%
$62.27 - $82.77 $406K - $540K
9.13K $613K
DE
Deere & CO

Industrials
169
+ 2.03%
$412.99 - $531.48 $69.8K - $89.8K
8.48K $4.31M
JCI
Johnson Controls International PLC

Industrials
2.91K
+ 74.21%
$71.14 - $105.62 $207K - $307K
6.83K $721K
DKNG
Draft Kings Inc.

Consumer Cyclical
8.98K
+ 503.36%
$31.67 - $42.89 $284K - $385K
10.8K $461K
VST
Vistra Corp.

Utilities
875
+ 29.05%
$98.07 - $195.04 $85.8K - $171K
3.89K $753K
C
Citigroup Inc

Financial Services
3.22K
+ 36.62%
$58.13 - $85.12 $187K - $274K
12K $1.02M
FTI
Technip Fmc PLC

Energy
11.4K
+ 537.52%
$23.18 - $35.33 $264K - $402K
13.5K $464K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.05K
+ 526.48%
$153.22 - $199.8 $314K - $409K
2.44K $456K
MCK
Mckesson Corp

Healthcare
366
+ 17.99%
$652.83 - $732.78 $239K - $268K
2.4K $1.76M
COIN
Coinbase Global, Inc.

Technology
436
+ 32.91%
$151.47 - $375.07 $66K - $164K
1.76K $617K
EXPE
Expedia Group, Inc.

Consumer Cyclical
2.3K
+ 365.71%
$136.63 - $176.62 $315K - $407K
2.93K $494K
RDVY
First Trust Rising Dividend Ac

ETFs
5.86K
+ 123.34%
$51.6 - $62.74 $302K - $367K
10.6K $665K
BDX
Becton Dickinson & CO

Healthcare
2.56K
+ 269.22%
$165.15 - $226.42 $423K - $580K
3.52K $605K
KLAC
Kla Corp

Technology
171
+ 15.75%
$576.53 - $902.94 $98.6K - $154K
1.26K $1.13M
NOC
Northrop Grumman Corp

Industrials
792
+ 74.44%
$456.3 - $540.39 $361K - $428K
1.86K $927K
FTNT
Fortinet, Inc.

Technology
3.27K
+ 91.45%
$84.71 - $108.69 $277K - $356K
6.85K $724K
LYFT
Lyft, Inc.

Technology
23.5K
+ 913.81%
$9.97 - $17.21 $234K - $404K
26.1K $410K
CLH
Clean Harbors Inc

Industrials
128
+ 1.27%
$182.1 - $233.5 $23.3K - $29.9K
10.2K $2.36M
CCL
Carnival Corp

Consumer Cyclical
2.97K
+ 8.88%
$16.43 - $28.12 $48.7K - $83.4K
36.3K $1.02M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.74K
+ 35.25%
$65.84 - $80.81 $246K - $302K
14.3K $1.15M
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
24.4K
+ 315.12%
$12.23 - $15.46 $298K - $377K
32.1K $485K
TPIF
Timothy Plan Intl ETF (De)

ETFs
8.91K
+ 40.43%
$26.0 - $32.29 $232K - $288K
31K $999K
TPSC
Timothy Plan U S Sm Cap Core E

ETFs
6.72K
+ 10.76%
$32.77 - $38.72 $220K - $260K
69.1K $2.67M
CCK
Crown Holdings Inc

Consumer Cyclical
3.41K
+ 686.52%
$78.47 - $104.45 $268K - $356K
3.91K $402K
NEM
Newmont Corp

Basic Materials
5.6K
+ 192.05%
$44.18 - $59.46 $248K - $333K
8.52K $496K
EME
Emcor Group, Inc.

Industrials
526
+ 124.35%
$342.02 - $534.89 $180K - $281K
949 $507K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
6.84K
+ 6.95%
$50.1 - $51.02 $343K - $349K
105K $5.37M
NWSA
News Corp

Communication Services
11.2K
+ 266.11%
$23.97 - $29.72 $269K - $334K
15.4K $459K
MANH
Manhattan Associates Inc

Technology
1.7K
+ 455.08%
$143.9 - $197.47 $245K - $336K
2.08K $409K
MDLZ
Mondelez International, Inc.

Consumer Defensive
5.13K
+ 62.61%
$63.54 - $68.5 $326K - $351K
13.3K $898K
TOL
Toll Brothers, Inc.

Consumer Cyclical
2.98K
+ 1816.46%
$90.5 - $114.3 $270K - $340K
3.14K $358K
AVIR
Atea Pharmaceuticals, Inc.

Healthcare
93.8K
+ 80871.55%
$2.55 - $3.6 $239K - $338K
93.9K $338K
DHI
Horton D R Inc

Consumer Cyclical
2.05K
+ 5.05%
$115.1 - $129.63 $236K - $266K
42.6K $5.5M
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