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
ORI
Old Republic International Corp

Financial Services
6.85K
+ 146.2%
$35.25 - $39.79 $241K - $272K
11.5K $443K
RY
Royal Bank Of Canada

Financial Services
1.51K
+ 46.57%
$108.36 - $131.55 $164K - $199K
4.76K $626K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.81K
+ 427.13%
$67.83 - $92.33 $258K - $352K
4.7K $341K
PINS
Pinterest, Inc.

Communication Services
6.3K
+ 91.78%
$24.21 - $35.95 $152K - $226K
13.2K $471K
ADI
Analog Devices Inc

Technology
718
+ 29.57%
$164.6 - $238.02 $118K - $171K
3.15K $748K
IWM
Ishares Russell 2000 ETF

ETFs
947
+ 29.22%
$174.82 - $215.79 $166K - $204K
4.19K $903K
TTE
Total Energies Se

Energy
3.73K
+ 75.05%
N/A
8.69K $596K
NTAP
Net App, Inc.

Technology
2.14K
+ 146.44%
$76.1 - $106.55 $163K - $228K
3.6K $383K
ZM
Zoom Video Communications, Inc.

Technology
3.2K
+ 298.79%
$66.7 - $84.62 $214K - $271K
4.28K $333K
GD
General Dynamics Corp

Industrials
682
+ 23.48%
$247.68 - $291.66 $169K - $199K
3.59K $1.05M
CTAS
Cintas Corp

Industrials
1.05K
+ 94.93%
$190.11 - $227.66 $199K - $239K
2.15K $479K
DHR
Danaher Corp

Healthcare
1.38K
+ 53.22%
$174.64 - $205.16 $241K - $283K
3.97K $784K
DG
Dollar General Corp

Consumer Defensive
1.7K
+ 77.32%
$86.02 - $114.95 $146K - $195K
3.89K $445K
NRG
Nrg Energy, Inc.

Utilities
532
+ 21.01%
$83.61 - $162.67 $44.5K - $86.5K
3.06K $492K
CMA
Comerica Inc

Financial Services
4.18K
+ 442.37%
$50.42 - $59.65 $211K - $249K
5.12K $305K
EVR
Evercore Inc.

Financial Services
729
+ 96.68%
$163.77 - $271.5 $119K - $198K
1.48K $400K
MDB
Mongo Db, Inc.

Technology
1.16K
+ 932.26%
$145.85 - $225.38 $169K - $261K
1.28K $268K
PSA
Public Storage

Real Estate
854
+ 172.53%
$266.31 - $309.77 $227K - $265K
1.35K $395K
TTC
Toro CO

Industrials
3.51K
+ 597.61%
$63.51 - $77.8 $223K - $273K
4.1K $289K
RGLD
Royal Gold Inc

Basic Materials
1.34K
+ 243.45%
$155.48 - $186.71 $208K - $250K
1.89K $335K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
392
+ 64.26%
$328.01 - $475.68 $129K - $186K
1K $468K
CNC
Centene Corp

Healthcare
4.78K
+ 192.47%
$53.4 - $64.29 $255K - $307K
7.26K $394K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
2.9K
+ 1809.38%
$73.0 - $85.5 $211K - $248K
3.06K $256K
GLW
Corning Inc

Technology
3.87K
+ 69.34%
$39.07 - $52.59 $151K - $204K
9.45K $497K
A
Agilent Technologies, Inc.

Healthcare
2.02K
+ 146.91%
$99.29 - $120.52 $201K - $244K
3.4K $401K
SCHA
Schwab Strategic Tr Us Small C

ETFs
9.35K
+ 1476.3%
$20.42 - $25.3 $191K - $236K
9.98K $252K
TFC
Truist Financial Corp

Financial Services
5.04K
+ 46.14%
$34.79 - $42.99 $175K - $217K
16K $686K
MEDP
Medpace Holdings, Inc.

Healthcare
750
+ 460.12%
$277.23 - $315.28 $208K - $236K
913 $286K
SO
Southern CO

Utilities
2.6K
+ 8.27%
$84.91 - $92.56 $221K - $241K
34K $3.13M
FLIN
Franklin Templeton ETF Tr

ETFs
5.81K
+ 540.84%
$35.01 - $39.98 $204K - $232K
6.89K $274K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.74K
+ 13685.0%
N/A
2.76K $236K
ECL
Ecolab Inc.

Basic Materials
807
+ 73.5%
$225.65 - $270.95 $182K - $219K
1.91K $513K
PH
Parker Hannifin Corp

Industrials
220
+ 24.69%
$517.23 - $700.54 $114K - $154K
1.11K $776K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.71K
+ 4.9%
$51.16 - $62.02 $87.6K - $106K
36.7K $2.27M
EIX
Edison International

Utilities
4.87K
+ 197.89%
$48.32 - $59.92 $235K - $292K
7.33K $378K
TQQQ
Proshares Ultrapro Qqq

ETFs
1.97K
+ 72.92%
$38.9 - $83.0 $76.7K - $164K
4.67K $387K
SCCO
Southern Copper Corp

Basic Materials
2.12K
+ 95.37%
$75.63 - $104.64 $160K - $222K
4.34K $439K
TJX
Tjx Companies Inc

Consumer Cyclical
1.76K
+ 20.13%
$119.13 - $135.03 $210K - $238K
10.5K $1.3M
GDXU
Bank Of Montreal

ETFs
895
+ 7.03%
$41.87 - $85.79 $37.5K - $76.8K
13.6K $990K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
161
+ 0.34%
$114.78 - $133.31 $18.5K - $21.5K
47.9K $6.39M
RELX
Relx PLC

Communication Services
3.69K
+ 50.56%
$45.31 - $55.66 $167K - $205K
11K $597K
MPC
Marathon Petroleum Corp

Energy
401
+ 5.03%
$118.55 - $170.08 $47.5K - $68.2K
8.38K $1.39M
GL
Globe Life Inc.

Financial Services
1.87K
+ 341.76%
$113.29 - $133.09 $211K - $248K
2.41K $299K
DINO
Hf Sinclair Corp

Energy
5.23K
+ 331.18%
$25.91 - $41.85 $135K - $219K
6.8K $279K
VBR
Vanguard Small Cap Value ETF

ETFs
561
+ 4.15%
$162.76 - $195.77 $91.3K - $110K
14.1K $2.74M
KB
Kb Financial Group Inc.

Financial Services
684
+ 11.38%
$46.88 - $82.59 $32.1K - $56.5K
6.69K $552K
DDOG
Datadog, Inc.

Technology
1.42K
+ 143.42%
$87.0 - $134.33 $123K - $190K
2.41K $323K
DOV
Dover Corp

Industrials
1.21K
+ 366.67%
$151.14 - $186.7 $183K - $226K
1.54K $282K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
10.1K
+ 25.6%
$11.9 - $15.57 $120K - $157K
49.5K $760K
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