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
ETN
Eaton Corp PLC

Industrials
390
+ 18.98%
$271.83 - $371.23 $106K - $145K
2.45K $664K
LW
Lamb Weston Holdings, Inc.

Consumer Defensive
305
+ 11.65%
$48.65 - $66.04 $14.8K - $20.1K
2.92K $155K
MRVL
Marvell Technology, Inc.

Technology
1.22K
+ 63.45%
$61.57 - $126.06 $75.2K - $154K
3.15K $193K
LAD
Lithia Motors Inc

Consumer Cyclical
47
+ 9.38%
$285.59 - $385.71 $13.4K - $18.1K
548 $160K
MANH
Manhattan Associates Inc

Technology
66
+ 21.43%
$163.5 - $295.1 $10.8K - $19.5K
374 $64K
EMR
Emerson Electric CO

Industrials
219
+ 6.94%
$108.64 - $131.17 $23.8K - $28.7K
3.37K $369K
OPRA
Opera LTD

Communication Services
175
+ 2.19%
$15.94 - $21.86 $2.79K - $3.83K
8.18K $130K
CSX
Csx Corp

Industrials
428
+ 3.51%
$29.11 - $33.67 $12.5K - $14.4K
12.6K $371K
PNR
Pentair PLC

Industrials
121
+ 4.93%
$84.0 - $105.35 $10.2K - $12.7K
2.58K $225K
AFRM
Affirm Holdings, Inc.

Technology
179
+ 8.4%
$43.7 - $80.98 $7.82K - $14.5K
2.31K $104K
IBKR
Interactive Brokers Group, Inc.

Financial Services
34
+ 1.19%
$161.03 - $235.53 $5.48K - $8.01K
2.89K $478K
CAT
Caterpillar Inc

Industrials
350
+ 8.15%
$326.75 - $407.63 $114K - $143K
4.64K $1.53M
CSQ
Calamos Strategic Total Return Fund

Financial Services
20
+ 0.11%
$15.97 - $18.5 $319 - $370
18.6K $301K
UPS
United Parcel Service Inc

Industrials
299
+ 7.7%
$109.66 - $136.26 $32.8K - $40.7K
4.18K $460K
DHR
Danaher Corp

Healthcare
153
+ 6.27%
$201.62 - $250.59 $30.8K - $38.3K
2.59K $531K
EME
Emcor Group, Inc.

Industrials
9
+ 2.17%
$361.16 - $535.99 $3.25K - $4.82K
423 $156K
SFBS
Servis First Bancshares, Inc.

Financial Services
424
+ 1.36%
$80.8 - $93.58 $34.3K - $39.7K
31.7K $2.62M
COLB
Columbia Banking System, Inc.

Financial Services
134
+ 0.79%
$23.89 - $28.84 $3.2K - $3.86K
17K $424K
CHH
Choice Hotels International Inc

Consumer Cyclical
24
+ 0.57%
$127.89 - $155.97 $3.07K - $3.74K
4.23K $561K
WMT
Walmart Inc.

Consumer Defensive
1.74K
+ 2.37%
$84.5 - $105.05 $147K - $182K
75K $6.59M
HAL
Halliburton CO

Energy
1.23K
+ 3.35%
$24.15 - $29.9 $29.6K - $36.7K
37.8K $959K
LEN
Lennar Corp

Consumer Cyclical
89
+ 4.03%
$113.93 - $141.54 $10.1K - $12.6K
2.3K $263K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
9
+ 1.5%
$314.47 - $431.35 $2.83K - $3.88K
610 $223K
PWR
Quanta Services, Inc.

Industrials
114
+ 10.49%
$236.71 - $358.03 $27K - $40.8K
1.2K $305K
TGT
Target Corp

Consumer Defensive
6
+ 0.48%
$103.65 - $142.5 $622 - $855
1.26K $131K
JBL
Jabil Inc

Technology
141
+ 1.85%
$130.51 - $173.33 $18.4K - $24.4K
7.76K $1.06M
EVR
Evercore Inc.

Financial Services
42
+ 5.9%
$190.28 - $291.27 $7.99K - $12.2K
754 $150K
COIN
Coinbase Global, Inc.

Technology
209
+ 18.73%
$172.23 - $301.3 $36K - $63K
1.33K $228K
TER
Teradyne, Inc

Technology
786
+ 28.14%
$82.6 - $140.0 $64.9K - $110K
3.58K $295K
PKG
Packaging Corp Of America

Consumer Cyclical
195
+ 5.36%
$192.03 - $242.13 $37.4K - $47.2K
3.83K $758K
ON
On Semiconductor Corp

Technology
485
+ 13.07%
$40.69 - $64.51 $19.7K - $31.3K
4.2K $170K
CSL
Carlisle Companies Inc

Industrials
35
+ 1.27%
$326.43 - $408.24 $11.4K - $14.3K
2.78K $947K
BSY
Bentley Systems Inc

Technology
130
+ 1.3%
$39.34 - $47.7 $5.11K - $6.2K
10.2K $399K
AMZN
Amazon Com Inc

Consumer Cyclical
15.7K
+ 14.88%
$190.26 - $242.06 $2.99M - $3.8M
121K $23.1M
IXN
Ishares Global Information Tec

ETFs
28
+ 0.27%
$75.73 - $88.4 $2.12K - $2.48K
10.4K $787K
MRK
Merck & Co., Inc.

Healthcare
439
+ 3.22%
$83.01 - $101.02 $36.4K - $44.3K
14.1K $1.26M
DIS
Walt Disney CO

Communication Services
212
+ 2.36%
$96.87 - $114.0 $20.5K - $24.2K
9.21K $909K
PANW
Palo Alto Networks Inc

Technology
923
+ 4.04%
$167.82 - $208.28 $155K - $192K
23.8K $4.06M
PNFP
Pinnacle Financial Partners Inc

Financial Services
275
+ 1.53%
$99.42 - $126.15 $27.3K - $34.7K
18.3K $1.94M
MAS
Masco Corp

Industrials
308
+ 0.65%
$68.67 - $81.85 $21.2K - $25.2K
47.7K $3.32M
CRM
Salesforce, Inc.

Technology
1.08K
+ 14.57%
$268.36 - $359.95 $290K - $389K
8.51K $2.28M
NOW
Service Now, Inc.

Technology
84
+ 8.02%
$783.83 - $1170.39 $65.8K - $98.3K
1.13K $901K
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.14K
+ 8.08%
$43.49 - $58.8 $136K - $184K
41.9K $1.82M
VTI
Vanguard Total Stock Market Et

ETFs
2.92K
+ 4.2%
$271.18 - $303.12 $792K - $886K
72.4K $19.9M
CIEN
Ciena Corp

Technology
3.5K
+ 18.96%
$60.43 - $98.18 $212K - $344K
22K $1.33M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
4.51K
+ 1.49%
$25.27 - $28.3 $114K - $128K
308K $7.99M
DHI
Horton D R Inc

Consumer Cyclical
1.65K
+ 4.24%
$125.29 - $147.65 $207K - $244K
40.6K $5.16M
AMAT
Applied Materials Inc

Technology
3.58K
+ 7.25%
$145.06 - $195.51 $519K - $700K
53K $7.69M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.9K
+ 3.71%
$36.64 - $45.76 $106K - $133K
80.9K $3.03M
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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