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
CDNS
Cadence Design Systems Inc

Technology
416
+ 41.03%
$231.64 - $323.08 $96.4K - $134K
1.43K $440K
VRT
Vertiv Holdings CO

Industrials
2.09K
+ 109.64%
N/A
4K $346K
HIG
Hartford Financial Services Group, Inc.

Financial Services
1.36K
+ 47.2%
$109.83 - $131.67 $149K - $179K
4.23K $536K
EMR
Emerson Electric CO

Industrials
738
+ 21.87%
$94.15 - $133.33 $69.5K - $98.4K
4.11K $548K
AXON
Axon Enterprise, Inc.

Industrials
79
+ 21.12%
$497.13 - $827.94 $39.3K - $65.4K
453 $375K
AMP
Ameriprise Financial Inc

Financial Services
226
+ 19.77%
$422.19 - $533.73 $95.4K - $121K
1.37K $730K
ICE
Intercontinental Exchange, Inc.

Financial Services
684
+ 14.45%
$151.62 - $183.47 $104K - $125K
5.42K $993K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
2.97K
+ 148300.0%
$59.8 - $60.07 $177K - $178K
2.97K $177K
ATI
Allegheny Technologies Inc

Industrials
1.43K
+ 92.73%
$41.97 - $86.8 $60K - $124K
2.97K $256K
USB
Us Bancorp \De\

Financial Services
3.51K
+ 61.43%
$36.4 - $45.76 $128K - $160K
9.22K $417K
NNN
National Retail Properties, Inc.

Real Estate
4.03K
+ 266.89%
$37.56 - $43.42 $151K - $175K
5.54K $239K
IXN
Ishares Global Information Tec

ETFs
4
+ 0.04%
$65.81 - $92.34 $263 - $369
10.4K $960K
MORN
Morningstar, Inc.

Financial Services
539
+ 2450.0%
$255.31 - $313.93 $138K - $169K
561 $176K
SNV
Synovus Financial Corp

Financial Services
3.04K
+ 129.53%
$38.27 - $51.75 $116K - $158K
5.39K $279K
DVN
Devon Energy Corp

Energy
8.55K
+ 46.26%
$26.8 - $37.92 $229K - $324K
27K $860K
DUOL
Duolingo, Inc.

Technology
378
+ 288.55%
$292.88 - $540.68 $111K - $204K
509 $208K
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
5.29K
+ 2.46%
N/A
220K $6.94M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
3.09K
+ 7.37%
$38.16 - $46.72 $118K - $144K
45K $1.99M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.12K
+ 75.64%
$105.69 - $140.64 $118K - $157K
2.59K $342K
NUE
Nucor Corp

Basic Materials
1.24K
+ 234.09%
$103.22 - $131.43 $128K - $163K
1.77K $229K
BCML
Bay Com Corp

Financial Services
5.97K
+ 119480.0%
$24.08 - $27.94 $144K - $167K
5.98K $165K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
12.9K
+ 10.64%
$24.32 - $27.87 $314K - $360K
134K $3.56M
THC
Tenet Healthcare Corp

Healthcare
850
+ 229.73%
$110.41 - $176.0 $93.8K - $150K
1.22K $214K
OC
Owens Corning

Industrials
1.19K
+ 1433.73%
$126.32 - $147.75 $150K - $176K
1.27K $175K
CARR
Carrier Global Corp

Industrials
1.57K
+ 31.55%
$55.55 - $75.83 $87.1K - $119K
6.54K $478K
MTZ
Mastec Inc

Industrials
912
+ 793.04%
$106.07 - $171.99 $96.7K - $157K
1.03K $175K
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.23K
+ 159.31%
$53.23 - $70.65 $172K - $228K
5.25K $303K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.68K
+ 14.89%
$45.98 - $56.15 $77.2K - $94.3K
13K $727K
ROP
Roper Technologies Inc

Industrials
325
+ 31.13%
$519.19 - $590.78 $169K - $192K
1.37K $776K
FLAU
Franklin Templeton ETF Tr

ETFs
3.82K
+ 31.41%
$24.52 - $31.58 $93.6K - $121K
16K $495K
NEAR
Blackrock Short Maturity Bond

ETFs
3.12K
+ 206.42%
$50.41 - $51.17 $157K - $159K
4.63K $236K
INVH
Invitation Homes Inc.

Real Estate
4.93K
+ 396.54%
$30.53 - $35.47 $150K - $175K
6.17K $202K
RGA
Reinsurance Group Of America Inc

Financial Services
802
+ 445.56%
$168.32 - $209.71 $135K - $168K
982 $194K
AIT
Applied Industrial Technologies Inc

Industrials
652
+ 72.04%
$206.03 - $243.28 $134K - $159K
1.56K $361K
CNXC
Concentrix Corp

Technology
3.06K
+ 222.17%
$45.73 - $57.88 $140K - $177K
4.43K $234K
BALL
Ball Corp

Consumer Cyclical
2.72K
+ 191.15%
$44.94 - $56.99 $122K - $155K
4.14K $232K
SCI
Service Corp International

Consumer Cyclical
1.94K
+ 309.76%
$73.58 - $81.65 $142K - $158K
2.56K $208K
APP
App Lovin Corp

Technology
239
+ 27.89%
$219.37 - $417.89 $52.4K - $99.9K
1.1K $383K
RL
Ralph Lauren Corp

Consumer Cyclical
512
+ 170.1%
$182.34 - $286.22 $93.4K - $147K
813 $222K
GDDY
Go Daddy Inc.

Technology
864
+ 324.81%
$162.11 - $192.36 $140K - $166K
1.13K $203K
SBAC
Sba Communications Corp

Real Estate
627
+ 132.28%
$208.57 - $243.4 $131K - $153K
1.1K $258K
WELL
Welltower Inc.

Real Estate
990
+ 26.98%
$136.49 - $155.22 $135K - $154K
4.66K $716K
EA
Electronic Arts Inc.

Communication Services
851
+ 70.51%
$132.53 - $159.7 $113K - $136K
2.06K $328K
BWA
Borgwarner Inc

Consumer Cyclical
4.43K
+ 400.54%
$24.84 - $33.92 $110K - $150K
5.53K $185K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
11.1K
+ 52.96%
$10.79 - $14.14 $120K - $157K
32K $438K
AWK
American Water Works Company, Inc.

Utilities
1.13K
+ 202.15%
$133.82 - $151.96 $151K - $171K
1.68K $234K
HPE
Hewlett Packard Enterprise CO

Technology
4.83K
+ 46.18%
$12.51 - $20.45 $60.4K - $98.7K
15.3K $312K
ALL
Allstate Corp

Financial Services
806
+ 39.59%
$180.53 - $212.64 $146K - $171K
2.84K $572K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
9.54K
+ 145.79%
$13.71 - $15.46 $131K - $147K
16.1K $248K
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