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
NEAR
Blackrock Short Maturity Bond

ETFs
1.51K
+ 30100.0%
$50.4 - $50.89 $75.9K - $76.6K
1.51K $76K
BKNG
Booking Holdings Inc.

Consumer Cyclical
27
+ 20.0%
$4295.4 - $5141.88 $116K - $139K
162 $746K
UGI
Ugi Corp

Utilities
1.1K
+ 13.59%
$28.0 - $34.16 $30.7K - $37.4K
9.16K $302K
MPC
Marathon Petroleum Corp

Energy
179
+ 2.3%
$134.72 - $159.03 $24.1K - $28.5K
7.98K $1.16M
MDT
Medtronic PLC

Healthcare
284
+ 5.85%
$79.84 - $94.5 $22.7K - $26.8K
5.14K $461K
EFG
Msci Eafe Growth ETF

ETFs
433
+ 4.61%
$96.1 - $106.37 $41.6K - $46.1K
9.83K $983K
MCO
Moodys Corp

Financial Services
167
+ 29.87%
$437.8 - $527.48 $73.1K - $88.1K
726 $338K
CPRT
Copart Inc

Consumer Cyclical
1.34K
+ 49.34%
$52.3 - $59.83 $70.2K - $80.3K
4.06K $229K
MOH
Molina Healthcare, Inc.

Healthcare
201
+ 102.55%
$266.57 - $333.27 $53.6K - $67K
397 $130K
KEP
Korea Electric Power Corp

Utilities
9.19K
+ 113.64%
$6.68 - $8.18 $61.4K - $75.2K
17.3K $128K
NGG
National Grid PLC

Utilities
1.01K
+ 103.36%
$56.13 - $65.61 $56.9K - $66.5K
2K $130K
ADSK
Autodesk, Inc.

Technology
294
+ 58.45%
N/A
797 $195K
HUM
Humana Inc

Healthcare
254
+ 53.03%
$249.11 - $303.11 $63.3K - $77K
733 $193K
RGLD
Royal Gold Inc

Basic Materials
421
+ 326.36%
$132.55 - $163.51 $55.8K - $68.8K
550 $89K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
18
+ 0.08%
$33.63 - $37.64 $605 - $678
21.6K $800K
BMO
Bank Of Montreal

Financial Services
768
+ 50.73%
$94.92 - $104.14 $72.9K - $80K
2.28K $217K
EBAY
Ebay Inc

Consumer Cyclical
796
+ 27.7%
$61.61 - $70.93 $49K - $56.5K
3.67K $248K
DELL
Dell Technologies Inc.

Technology
891
+ 204.36%
$90.34 - $124.66 $80.5K - $111K
1.33K $120K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.05K
+ 106.63%
$69.82 - $78.67 $73K - $82.2K
2.03K $142K
CGGO
Capital Group Global Growth Eq

ETFs
3.39K
+ 11.2%
$28.33 - $30.84 $96K - $105K
33.7K $953K
RPRX
Royalty Pharma PLC

Healthcare
1.42K
+ 34.41%
$25.75 - $33.86 $36.4K - $47.9K
5.53K $172K
PCAR
Paccar Inc

Industrials
750
+ 88.24%
$96.91 - $112.51 $72.7K - $84.4K
1.6K $155K
EIX
Edison International

Utilities
1.49K
+ 154.66%
$50.06 - $80.01 $74.8K - $120K
2.46K $144K
CTAS
Cintas Corp

Industrials
232
+ 26.61%
$182.09 - $208.14 $42.2K - $48.3K
1.1K $226K
IP
International Paper CO

Consumer Cyclical
1.29K
+ 34.34%
$49.38 - $60.09 $63.6K - $77.3K
5.04K $268K
HIG
Hartford Financial Services Group, Inc.

Financial Services
242
+ 9.19%
$106.31 - $123.73 $25.7K - $29.9K
2.88K $355K
ELS
Equity Lifestyle Properties Inc

Real Estate
1.01K
+ 936.11%
$64.36 - $69.32 $65.1K - $70.1K
1.12K $74K
SCCO
Southern Copper Corp

Basic Materials
673
+ 43.42%
$85.92 - $101.48 $57.8K - $68.3K
2.22K $207K
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
1.81K
+ 86.42%
$30.38 - $34.94 $55.1K - $63.3K
3.91K $133K
AXS
Axis Capital Holdings LTD

Financial Services
578
+ 86.14%
$85.54 - $100.24 $49.4K - $57.9K
1.25K $125K
KB
Kb Financial Group Inc.

Financial Services
1.44K
+ 31.41%
$53.14 - $62.87 $76.3K - $90.3K
6.01K $325K
EW
Edwards Lifesciences Corp

Healthcare
917
+ 70.32%
$67.95 - $76.19 $62.3K - $69.9K
2.22K $160K
FISV
Fiserv Inc

Technology
513
+ 13.4%
N/A
4.34K $543K
PINS
Pinterest, Inc.

Communication Services
1.75K
+ 34.29%
$29.79 - $40.0 $52.2K - $70.1K
6.86K $212K
AXP
American Express CO

Financial Services
605
+ 16.97%
$255.39 - $325.87 $155K - $197K
4.17K $1.12M
RRC
Range Resources Corp

Energy
1.57K
+ 704.04%
$35.22 - $41.29 $55.3K - $64.8K
1.79K $71K
MS
Morgan Stanley

Financial Services
1.56K
+ 11.83%
$111.68 - $141.08 $174K - $220K
14.7K $1.72M
TSN
Tyson Foods, Inc.

Consumer Defensive
791
+ 41.72%
$54.27 - $63.81 $42.9K - $50.5K
2.69K $171K
LYG
Lloyds Banking Group PLC

Financial Services
10.3K
+ 48.3%
$2.58 - $3.9 $26.5K - $40K
31.5K $120K
HES
Hess Corp

Energy
258
+ 32.33%
$135.42 - $160.52 $34.9K - $41.4K
1.06K $168K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
71
+ 3.59%
$132.75 - $177.12 $9.43K - $12.6K
2.05K $312K
ABNB
Airbnb, Inc.

Consumer Cyclical
594
+ 67.5%
$119.38 - $161.42 $70.9K - $95.9K
1.47K $176K
CEFA
Global X Fds
1.8K
+ 1001.11%
$29.76 - $33.55 $53.6K - $60.5K
1.98K $66K
LII
Lennox International Inc

Industrials
191
+ 20.11%
$553.05 - $666.93 $106K - $127K
1.14K $639K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
203
+ 9.35%
$110.55 - $130.35 $22.4K - $26.5K
2.37K $301K
CBOE
Cboe Global Markets, Inc.

Financial Services
225
+ 74.5%
$190.84 - $226.29 $42.9K - $50.9K
527 $119K
NSC
Norfolk Southern Corp

Industrials
247
+ 22.37%
$227.69 - $259.76 $56.2K - $64.2K
1.35K $319K
PPC
Pilgrims Pride Corp

Consumer Defensive
182
+ 3.34%
$44.52 - $55.93 $8.1K - $10.2K
5.64K $307K
BMRN
Biomarin Pharmaceutical Inc

Healthcare
803
+ 126.66%
$61.25 - $72.83 $49.2K - $58.5K
1.44K $101K
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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