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
MPLX
Mplx LP

Energy
1
+ 0.11%
$46.68 - $53.89 $46.7 - $53.9
879 $45K
USAC
Usa Compression Partners, LP

Energy
3
+ 0.64%
$22.12 - $27.69 $66.4 - $83.1
475 $11K
SM
Sm Energy CO

Energy
196
+ 15.91%
$20.39 - $30.52 $4K - $5.98K
1.43K $35K
FENY
Fidelity Covington Tr Msci Ene

ETFs
3
+ 0.8%
$20.83 - $25.75 $62.5 - $77.3
379 $8K
RIG
Transocean Ltd.

Energy
176
+ 5.08%
$2.13 - $3.32 $375 - $584
3.64K $9K
MGEE
Mge Energy Inc

Utilities
8
+ 2.74%
$86.85 - $93.48 $695 - $748
300 $26K
HTGC
Hercules Capital, Inc.

Financial Services
1
+ 0.31%
$16.24 - $19.1 $16.2 - $19.1
322 $5K
USAI
Pacer Fds Tr Amern Energy Inde

ETFs
6
+ 0.23%
$35.4 - $41.9 $212 - $251
2.66K $108K
CABO
Cable One, Inc.

Communication Services
22
+ 78.57%
$126.05 - $276.15 $2.77K - $6.08K
50 $6K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2
+ 0.02%
$39.34 - $40.41 $78.7 - $80.8
12.9K $517K
KW
Kennedy Wilson Holdings, Inc.

Real Estate
33
+ 2.37%
$6.07 - $8.61 $200 - $284
1.42K $9K
DRD
Drdgold LTD

Basic Materials
397
+ 10.13%
$12.96 - $17.16 $5.15K - $6.81K
4.32K $57K
TPL
Texas Pacific Land Corp

Energy
12
+ 21.43%
$1036.28 - $1430.55 $12.4K - $17.2K
68 $71K
MPW
Medical Properties Trust Inc

Real Estate
3.29K
+ 28.33%
$4.31 - $5.91 $14.2K - $19.4K
14.9K $64K
CRTO
Criteo S.A.

Communication Services
69
+ 11.96%
$23.48 - $35.65 $1.62K - $2.46K
646 $15K
GGAL
Grupo Financiero Galicia Sa

Financial Services
93
+ 4.0%
$45.31 - $64.39 $4.21K - $5.99K
2.42K $121K
NEOG
Neogen Corp

Healthcare
1.18K
+ 37.87%
$4.39 - $8.59 $5.16K - $10.1K
4.28K $20K
VDE
Vanguard Energy ETF

ETFs
1
+ 0.14%
$105.87 - $130.56 $106 - $131
698 $83K
ERX
Direxion Daily Energy Bull 2 X

ETFs
250
+ 17.86%
$42.83 - $66.07 $10.7K - $16.5K
1.65K $84K
TAP
Molson Coors Beverage CO

Consumer Defensive
130
+ 12.33%
$47.24 - $62.46 $6.14K - $8.12K
1.18K $56K
AON
Aon PLC

Financial Services
89
+ 9.67%
$335.85 - $398.81 $29.9K - $35.5K
1.01K $359K
WU
Western Union CO

Financial Services
905
+ 9.31%
$8.37 - $10.63 $7.57K - $9.62K
10.6K $89K
MAPS
Wm Technology, Inc.

Technology
7
+ 0.01%
$0.88 - $1.29 $6.16 - $9.03
60.4K $54K
TMUS
T Mobile Us, Inc.

Communication Services
234
+ 9.43%
$220.99 - $268.54 $51.7K - $62.8K
2.72K $646K
HPQ
Hp Inc

Technology
330
+ 4.25%
$21.88 - $29.32 $7.22K - $9.68K
8.09K $197K
CAG
Conagra Brands Inc.

Consumer Defensive
2.07K
+ 20.96%
$20.4 - $26.78 $42.3K - $55.5K
12K $244K
KMB
Kimberly Clark Corp

Consumer Defensive
245
+ 6.38%
$126.84 - $145.22 $31.1K - $35.6K
4.09K $526K
HALO
Halozyme Therapeutics, Inc.

Healthcare
174
+ 6.93%
$47.91 - $70.14 $8.34K - $12.2K
2.69K $139K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
227
+ 8.87%
$99.37 - $134.05 $22.6K - $30.4K
2.79K $315K
CHE
Chemed Corp

Healthcare
83
+ 16.5%
$486.93 - $619.21 $40.4K - $51.4K
586 $285K
ET
Energy Transfer LP

Energy
14
+ 0.03%
$15.65 - $18.93 $219 - $265
55.6K $1.01M
OGN
Organon & Co.

Healthcare
396
+ 6.61%
$8.04 - $14.72 $3.18K - $5.83K
6.39K $61K
CURE
Direxion Daily Healthcare Bull

ETFs
300
+ 16.22%
$69.55 - $102.68 $20.9K - $30.8K
2.15K $169K
NSP
Insperity, Inc.

Industrials
694
+ 28.12%
$58.55 - $89.92 $40.6K - $62.4K
3.16K $190K
STZ
Constellation Brands, Inc.

Consumer Defensive
292
+ 7.23%
$160.0 - $195.62 $46.7K - $57.1K
4.33K $704K
PFN
Pimco Income Strategy Fund Ii

Financial Services
14.5K
+ 1.44%
$6.87 - $7.56 $99.4K - $109K
1.02M $7.51M
OKE
Oneok Inc

Energy
209
+ 5.91%
$78.71 - $100.37 $16.5K - $21K
3.74K $305K
XOM
Exxon Mobil Corp

Energy
3.02K
+ 8.35%
$99.93 - $119.04 $302K - $360K
39.2K $4.23M
TMO
Thermo Fisher Scientific Inc.

Healthcare
163
+ 10.28%
$390.26 - $489.06 $63.6K - $79.7K
1.75K $709K
BMY
Bristol Myers Squibb CO

Healthcare
292
+ 4.09%
$44.12 - $59.6 $12.9K - $17.4K
7.43K $343K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
148
+ 2.58%
$212.1 - $244.27 $31.4K - $36.2K
5.88K $1.29M
SKY
Skyline Champion Corp

Consumer Cyclical
129
+ 3.37%
$60.33 - $94.94 $7.78K - $12.2K
3.96K $247K
SFBS
Servis First Bancshares, Inc.

Financial Services
302
+ 0.95%
$68.48 - $82.21 $20.7K - $24.8K
32K $2.48M
UNH
Unitedhealth Group Inc

Healthcare
1.9K
+ 48.88%
$274.35 - $599.47 $522K - $1.14M
5.79K $1.81M
MAS
Masco Corp

Industrials
101
+ 0.21%
$58.73 - $71.06 $5.93K - $7.18K
47.8K $3.08M
UGL
Pro Shares Trust Ii

ETFs
23.8K
+ 195.4%
$33.88 - $151.78 $807K - $3.61M
36K $1.25M
LKQ
Lkq Corp

Consumer Cyclical
3.56K
+ 3.8%
$36.86 - $43.38 $131K - $154K
97.2K $3.6M
PGR
Progressive Corp

Financial Services
691
+ 1.05%
$255.27 - $288.74 $176K - $200K
66.8K $17.8M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
8.11K
+ 2.63%
$21.02 - $26.3 $170K - $213K
316K $6.65M
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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