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
PH
Parker Hannifin Corp

Industrials
207
+ 30.26%
$591.65 - $707.05 $122K - $146K
891 $541K
NDAQ
Nasdaq, Inc.

Financial Services
1.47K
+ 39.58%
$72.17 - $83.76 $106K - $123K
5.17K $392K
TRV
Travelers Companies, Inc.

Financial Services
333
+ 46.44%
$232.43 - $265.13 $77.4K - $88.3K
1.05K $277K
MAR
Marriott International Inc

Consumer Cyclical
538
+ 87.77%
$237.01 - $304.45 $128K - $164K
1.15K $274K
DVN
Devon Energy Corp

Energy
533
+ 2.97%
$33.15 - $38.55 $17.7K - $20.5K
18.5K $691K
MSCI
Msci Inc.

Financial Services
207
+ 50.99%
$541.46 - $628.34 $112K - $130K
613 $346K
RSP
Invesco S&P 500 Equal Weight E

ETFs
647
+ 13.25%
$169.43 - $182.84 $110K - $118K
5.53K $958K
NEE
Nextera Energy Inc

Utilities
1.55K
+ 17.04%
$66.96 - $76.16 $104K - $118K
10.6K $752K
SONY
Sony Group Corp

Technology
2.22K
+ 20.62%
$19.88 - $25.64 $44.2K - $56.9K
13K $329K
ES
Eversource Energy

Utilities
1.43K
+ 60.23%
$55.63 - $63.8 $79.8K - $91.5K
3.82K $236K
D
Dominion Energy, Inc

Utilities
1.05K
+ 5.8%
$52.85 - $57.43 $55.3K - $60.1K
19.1K $1.07M
HSBC
Hsbc Holdings PLC

Financial Services
1.36K
+ 55.03%
$48.68 - $61.58 $66.3K - $83.8K
3.83K $220K
TDG
Trans Digm Group Inc

Industrials
50
+ 23.92%
$1251.32 - $1394.11 $62.6K - $69.7K
259 $358K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.5K
+ 14.03%
$36.63 - $37.45 $91.7K - $93.8K
20.3K $749K
XLF
Financial Sector Spdr

ETFs
916
+ 2.83%
$47.32 - $52.19 $43.3K - $47.8K
33.3K $1.66M
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
995
+ 161.53%
$93.32 - $95.35 $92.9K - $94.9K
1.61K $150K
RBLX
Roblox Corp

Communication Services
1.6K
+ 164.6%
$53.77 - $75.47 $85.8K - $120K
2.56K $149K
ED
Consolidated Edison Inc

Utilities
518
+ 31.98%
$88.0 - $110.59 $45.6K - $57.3K
2.14K $236K
XEL
Xcel Energy Inc

Utilities
870
+ 9.41%
$63.37 - $72.1 $55.1K - $62.7K
10.1K $715K
AFL
Aflac Inc

Financial Services
635
+ 23.51%
$100.99 - $111.19 $64.1K - $70.6K
3.34K $370K
FCX
Freeport Mcmoran Inc

Basic Materials
2.44K
+ 38.3%
$34.5 - $43.01 $84.1K - $105K
8.8K $333K
TTE
Total Energies Se

Energy
1.33K
+ 36.73%
N/A
4.97K $340K
EVRG
Evergy, Inc.

Utilities
1.26K
+ 262.42%
$59.9 - $69.52 $75.3K - $87.4K
1.74K $119K
MTD
Mettler Toledo International Inc

Healthcare
81
+ 53.29%
$1177.09 - $1390.0 $95.3K - $113K
233 $275K
ATO
Atmos Energy Corp

Utilities
551
+ 224.9%
$136.51 - $154.58 $75.2K - $85.2K
796 $123K
O
Realty Income Corp

Real Estate
1.12K
+ 21.82%
$51.67 - $58.49 $57.8K - $65.5K
6.25K $362K
WEC
Wec Energy Group, Inc.

Utilities
670
+ 62.79%
$92.12 - $108.98 $61.7K - $73K
1.74K $189K
WCN
Waste Connections, Inc.

Industrials
208
+ 10.47%
$169.89 - $195.19 $35.3K - $40.6K
2.19K $428K
EGP
Eastgroup Properties Inc

Real Estate
401
+ 35.64%
$155.63 - $187.46 $62.4K - $75.2K
1.53K $268K
COOP
Mr. Cooper Group Inc.

Financial Services
534
+ 50.76%
$91.4 - $119.6 $48.8K - $63.9K
1.59K $189K
EOG
Eog Resources Inc

Energy
411
+ 6.64%
$120.54 - $138.05 $49.5K - $56.7K
6.6K $846K
GD
General Dynamics Corp

Industrials
225
+ 8.4%
$241.94 - $272.58 $54.4K - $61.3K
2.9K $791K
DTE
Dte Energy CO

Utilities
460
+ 38.17%
$117.6 - $138.27 $54.1K - $63.6K
1.67K $230K
NI
Nisource Inc.

Utilities
1.93K
+ 87.65%
$35.57 - $41.23 $68.7K - $79.6K
4.13K $165K
DRI
Darden Restaurants Inc

Consumer Cyclical
369
+ 114.95%
$180.02 - $208.56 $66.4K - $77K
690 $143K
NEM
Newmont Corp

Basic Materials
1.38K
+ 89.36%
$37.79 - $48.39 $52K - $66.6K
2.92K $140K
ITW
Illinois Tool Works Inc

Industrials
356
+ 30.51%
$244.9 - $274.48 $87.2K - $97.7K
1.52K $377K
BP
Bp PLC

Energy
1.26K
+ 13.35%
$29.93 - $35.31 $37.7K - $44.4K
10.7K $360K
VEU
Vanguard Ftse All World Ex Us

ETFs
1.13K
+ 27.07%
$56.51 - $62.98 $64K - $71.3K
5.31K $322K
GM
General Motors CO

Consumer Cyclical
2.33K
+ 51.11%
$45.22 - $54.92 $105K - $128K
6.9K $324K
HLN
Haleon PLC

Healthcare
6.87K
+ 47.07%
$9.02 - $10.67 $62K - $73.3K
21.5K $220K
APP
App Lovin Corp

Technology
403
+ 88.77%
$238.08 - $510.13 $95.9K - $206K
857 $227K
CMS
Cms Energy Corp

Utilities
856
+ 47.79%
$64.99 - $75.11 $55.6K - $64.3K
2.65K $198K
SHEL
Shell PLC

Energy
328
+ 6.33%
$62.84 - $73.29 $20.6K - $24K
5.51K $403K
PNC
Pnc Financial Services Group, Inc.

Financial Services
619
+ 33.55%
$168.84 - $202.89 $105K - $126K
2.46K $433K
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.84K
+ 10817.65%
$39.18 - $43.52 $72.1K - $80K
1.86K $77K
CL
Colgate Palmolive CO

Consumer Defensive
675
+ 13.87%
$85.68 - $97.5 $57.8K - $65.8K
5.54K $519K
AMT
American Tower Corp

Real Estate
45
+ 2.3%
$173.46 - $217.6 $7.81K - $9.79K
2K $434K
MSI
Motorola Solutions, Inc.

Technology
232
+ 22.05%
$411.73 - $482.1 $95.5K - $112K
1.28K $562K
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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