Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ADT
Adt Inc.

Industrials
29.5K
+ 137.23%
$8.27 - $8.85 $244K - $261K
51K $443K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.13K
+ 12.92%
$72.65 - $78.68 $155K - $168K
18.6K $1.46M
STE
Steris PLC

Healthcare
989
+ 49.7%
$221.21 - $252.43 $219K - $250K
2.98K $737K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.3K
+ 19.22%
$134.94 - $145.86 $175K - $189K
8.05K $1.17M
CMI
Cummins Inc

Industrials
216
+ 12.92%
$327.85 - $426.39 $70.8K - $92.1K
1.89K $797K
TPR
Tapestry, Inc.

Consumer Cyclical
938
+ 16.59%
$86.48 - $116.14 $81.1K - $109K
6.59K $746K
MDT
Medtronic PLC

Healthcare
1.96K
+ 25.2%
$87.67 - $95.74 $172K - $188K
9.75K $928K
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
6.26K
+ 24.07%
$29.97 - $32.38 $188K - $203K
32.3K $1.03M
STX
Seagate Technology Holdings PLC

Technology
386
+ 23.68%
$142.01 - $236.06 $54.8K - $91.1K
2.02K $475K
BWA
Borgwarner Inc

Consumer Cyclical
4.04K
+ 73.1%
$34.53 - $44.44 $140K - $180K
9.57K $420K
GRMN
Garmin LTD

Technology
522
+ 19.1%
$211.13 - $246.22 $110K - $129K
3.26K $801K
XCEM
Columbia ETF Tr Ii

ETFs
6.08K
+ 160.67%
$33.85 - $36.86 $206K - $224K
9.86K $358K
MPC
Marathon Petroleum Corp

Energy
13
+ 0.16%
$158.59 - $198.69 $2.06K - $2.58K
8.39K $1.62M
C
Citigroup Inc

Financial Services
275
+ 2.29%
$85.57 - $103.49 $23.5K - $28.5K
12.3K $1.25M
IWM
Ishares Russell 2000 ETF

ETFs
473
+ 11.29%
$214.92 - $244.84 $102K - $116K
4.66K $1.13M
ZS
Zscaler, Inc.

Technology
807
+ 57.73%
$267.68 - $316.5 $216K - $255K
2.21K $660K
FTI
Technip Fmc PLC

Energy
3.92K
+ 29.03%
$32.19 - $40.89 $126K - $160K
17.4K $686K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
7.01K
+ 3.18%
N/A
227K $7.16M
ABNB
Airbnb, Inc.

Consumer Cyclical
2.03K
+ 78.25%
$118.3 - $142.16 $240K - $288K
4.62K $560K
NFLX
Netflix Inc

Communication Services
805
+ 15.0%
$1147.87 - $1297.18 $924K - $1.04M
6.17K $7.4M
MOS
Mosaic CO

Basic Materials
6.7K
+ 61.29%
$30.93 - $37.81 $207K - $253K
17.6K $611K
URI
United Rentals, Inc.

Industrials
144
+ 38.61%
$774.14 - $975.23 $111K - $140K
517 $493K
PLD
Prologis, Inc.

Real Estate
1.55K
+ 43.58%
$104.08 - $115.35 $161K - $179K
5.11K $584K
LYFT
Lyft, Inc.

Technology
1.99K
+ 7.64%
$13.41 - $22.93 $26.7K - $45.7K
28.1K $617K
PKG
Packaging Corp Of America

Consumer Cyclical
261
+ 5.21%
$191.41 - $220.25 $50K - $57.5K
5.27K $1.15M
EIX
Edison International

Utilities
3.15K
+ 42.94%
$50.42 - $56.35 $159K - $177K
10.5K $579K
TMO
Thermo Fisher Scientific Inc.

Healthcare
125
+ 7.15%
$404.94 - $499.99 $50.6K - $62.5K
1.87K $908K
KMI
Kinder Morgan, Inc.

Energy
7.5K
+ 55.47%
$26.23 - $28.5 $197K - $214K
21K $595K
MGM
Mgm Resorts International

Consumer Cyclical
5.65K
+ 173.92%
$34.18 - $39.77 $193K - $225K
8.9K $308K
THC
Tenet Healthcare Corp

Healthcare
800
+ 65.57%
$148.38 - $203.04 $119K - $162K
2.02K $410K
SHOP
Shopify Inc.

Technology
385
+ 9.25%
$112.11 - $157.12 $43.2K - $60.5K
4.55K $675K
TFX
Teleflex Inc

Healthcare
1.53K
+ 152.84%
$109.79 - $132.5 $168K - $203K
2.54K $310K
IJS
Ishares S&P Smallcap 600 Value

ETFs
1.7K
+ 1287.88%
$98.99 - $112.2 $168K - $191K
1.83K $202K
VST
Vistra Corp.

Utilities
919
+ 23.64%
$182.0 - $217.92 $167K - $200K
4.81K $941K
WELL
Welltower Inc.

Real Estate
382
+ 8.2%
$150.71 - $178.14 $57.6K - $68K
5.04K $898K
AEP
American Electric Power CO Inc

Utilities
1.21K
+ 25.33%
$103.26 - $115.0 $125K - $139K
6K $675K
EME
Emcor Group, Inc.

Industrials
108
+ 11.38%
$530.88 - $655.83 $57.3K - $70.8K
1.06K $686K
EVR
Evercore Inc.

Financial Services
233
+ 15.71%
$276.5 - $362.79 $64.4K - $84.5K
1.72K $578K
SO
Southern CO

Utilities
784
+ 2.3%
$90.83 - $96.0 $71.2K - $75.3K
34.8K $3.3M
ES
Eversource Energy

Utilities
2.07K
+ 61.49%
$62.86 - $71.14 $130K - $147K
5.43K $386K
TRGP
Targa Resources Corp.

Energy
1.1K
+ 51.41%
$160.52 - $174.4 $176K - $191K
3.23K $541K
CADE
Cadence Bank

Financial Services
4.18K
+ 185.7%
$33.44 - $38.12 $140K - $159K
6.43K $241K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.61K
+ 6.33%
$50.73 - $52.47 $132K - $137K
43.8K $2.29M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.42K
+ 6.42%
$42.43 - $45.05 $103K - $109K
40.2K $1.77M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.25K
+ 46.76%
$52.3 - $57.69 $170K - $188K
10.2K $554K
PNR
Pentair PLC

Industrials
1.14K
+ 23.67%
$100.62 - $112.59 $115K - $128K
5.95K $658K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
376
+ 1.25%
$54.35 - $59.32 $20.4K - $22.3K
30.4K $1.8M
ZM
Zoom Video Communications, Inc.

Technology
1.75K
+ 40.82%
$69.77 - $86.83 $122K - $152K
6.02K $496K
AVEM
American Centy ETF Tr Avantis

ETFs
1.39K
+ 15.61%
$68.33 - $75.41 $95.3K - $105K
10.3K $775K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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