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
AXS
Axis Capital Holdings LTD

Financial Services
3.15K
+ 252.2%
$87.23 - $106.93 $275K - $337K
4.4K $456K
SPOT
Spotify Technology S.A.

Communication Services
155
+ 16.11%
$503.3 - $775.9 $78K - $120K
1.12K $857K
ABT
Abbott Laboratories

Healthcare
2.07K
+ 16.06%
$123.95 - $138.08 $256K - $285K
14.9K $2.03M
FVD
First Tr Value Line Divid Inde

ETFs
7.14K
+ 173.43%
$40.62 - $45.12 $290K - $322K
11.3K $503K
JBHT
Hunt J B Transport Services Inc

Industrials
2.22K
+ 628.9%
$124.73 - $152.78 $277K - $339K
2.57K $369K
MA
Mastercard Inc

Financial Services
399
+ 5.98%
$479.92 - $590.74 $191K - $236K
7.07K $3.97M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
2.74K
+ 9.8%
$41.45 - $54.46 $113K - $149K
30.6K $1.6M
MTG
Mgic Investment Corp

Financial Services
11K
+ 459.97%
$22.43 - $28.1 $246K - $309K
13.4K $372K
SCHG
Schwab Strategic Tr Us Large C

ETFs
9.2K
+ 93.43%
$22.27 - $29.21 $205K - $269K
19K $556K
SPGI
S&P Global Inc.

Financial Services
537
+ 38.55%
$438.31 - $527.29 $235K - $283K
1.93K $1.02M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
11.9K
+ 2072.95%
$87.84 - $1441.89 $1.04M - $17.1M
12.5K $1.12M
ZS
Zscaler, Inc.

Technology
711
+ 103.49%
$174.67 - $315.32 $124K - $224K
1.4K $438K
EQT
Eqt Corp

Energy
5.04K
+ 302.46%
$46.11 - $60.44 $232K - $305K
6.71K $391K
NDAQ
Nasdaq, Inc.

Financial Services
2.59K
+ 50.13%
$66.4 - $89.42 $172K - $232K
7.77K $694K
INTC
Intel Corp

Technology
13.7K
+ 81.97%
$18.13 - $22.69 $248K - $311K
30.4K $680K
ARW
Arrow Electronics Inc

Technology
2.28K
+ 582.14%
$90.32 - $128.28 $206K - $293K
2.67K $340K
ILMN
Illumina, Inc.

Healthcare
3.05K
+ 555.01%
$70.3 - $95.41 $214K - $291K
3.6K $343K
LAMR
Lamar Advertising CO

Real Estate
2.41K
+ 768.69%
$102.35 - $121.67 $246K - $293K
2.72K $329K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
1.95K
+ 0.82%
$77.94 - $79.5 $152K - $155K
241K $19.2M
ISRG
Intuitive Surgical Inc

Healthcare
406
+ 30.21%
$451.58 - $565.94 $183K - $230K
1.75K $950K
GRMN
Garmin LTD

Technology
1.41K
+ 107.2%
$173.63 - $218.07 $246K - $308K
2.73K $570K
XRAY
Dentsply Sirona Inc.

Healthcare
17.6K
+ 996.37%
$12.55 - $16.75 $221K - $295K
19.4K $307K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
12K
+ 42.76%
$22.03 - $22.83 $264K - $274K
40K $913K
TXT
Textron Inc

Industrials
3.46K
+ 2309.33%
$60.72 - $80.34 $210K - $278K
3.61K $290K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.1K
+ 128.7%
$171.4 - $227.1 $189K - $250K
1.96K $445K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
5.48K
+ 381.28%
$54.08 - $68.32 $296K - $374K
6.92K $380K
FLEE
Franklin Templeton ETF Tr

ETFs
4.4K
+ 8.74%
$27.51 - $34.48 $121K - $152K
54.7K $1.83M
HSBC
Hsbc Holdings PLC

Financial Services
4.33K
+ 112.99%
$46.68 - $61.09 $202K - $265K
8.17K $496K
IDV
Ishares Tr

ETFs
3.75K
+ 8.97%
$27.79 - $34.84 $104K - $131K
45.6K $1.57M
RHI
Robert Half International Inc.

Industrials
7K
+ 687.72%
$40.31 - $54.71 $282K - $383K
8.02K $329K
BPOP
Popular, Inc.

Financial Services
2.42K
+ 735.87%
$81.63 - $110.51 $198K - $268K
2.75K $303K
SYF
Synchrony Financial

Financial Services
3.84K
+ 319.02%
$43.81 - $66.74 $168K - $256K
5.05K $336K
TRV
Travelers Companies, Inc.

Financial Services
1K
+ 95.43%
$233.83 - $276.34 $234K - $277K
2.05K $548K
RE
Everest Re Group LTD

Financial Services
729
+ 316.96%
N/A
959 $355K
HAS
Hasbro, Inc.

Consumer Cyclical
3.45K
+ 283.55%
$50.71 - $73.82 $175K - $255K
4.66K $344K
PB
Prosperity Bancshares Inc

Financial Services
3.85K
+ 1106.61%
$63.76 - $73.75 $246K - $284K
4.2K $294K
FLTW
Franklin Templeton ETF Tr

ETFs
5.1K
+ 1084.47%
$37.15 - $52.99 $189K - $270K
5.57K $290K
CHT
Chunghwa Telecom CO LTD

Communication Services
5.12K
+ 127.56%
$37.72 - $46.87 $193K - $240K
9.14K $426K
PNR
Pentair PLC

Industrials
2.23K
+ 86.53%
$76.17 - $103.58 $170K - $231K
4.81K $493K
NTRA
Natera, Inc.

Healthcare
1.51K
+ 353.5%
$132.23 - $171.87 $200K - $260K
1.94K $327K
MKTX
Marketaxess Holdings Inc

Financial Services
1.19K
+ 1771.64%
$203.19 - $231.09 $241K - $274K
1.25K $280K
AIG
American International Group, Inc.

Financial Services
3.18K
+ 74.23%
$77.56 - $87.72 $247K - $279K
7.46K $638K
RSG
Republic Services, Inc.

Industrials
977
+ 18.07%
$227.2 - $258.07 $222K - $252K
6.38K $1.57M
MRVL
Marvell Technology, Inc.

Technology
2.75K
+ 87.39%
$49.38 - $79.97 $136K - $220K
5.9K $456K
JHG
Janus Henderson Group PLC

Financial Services
6.66K
+ 431.89%
$29.47 - $38.84 $196K - $259K
8.21K $318K
MU
Micron Technology Inc

Technology
421
+ 7.24%
$64.72 - $127.91 $27.2K - $53.9K
6.24K $768K
FIS
Fidelity National Information Services, Inc.

Technology
2.92K
+ 79.54%
$68.14 - $82.13 $199K - $240K
6.59K $536K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
1.45K
+ 70.63%
$144.63 - $179.53 $209K - $259K
3.49K $574K
HLN
Haleon PLC

Healthcare
25K
+ 116.23%
$9.27 - $11.41 $231K - $285K
46.4K $481K
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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