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
ZTS
Zoetis Inc.

Healthcare
343
+ 20.63%
$156.48 - $175.67 $53.7K - $60.3K
2.01K $330K
MNST
Monster Beverage Corp

Consumer Defensive
854
+ 58.69%
$46.16 - $58.58 $39.4K - $50K
2.31K $135K
KR
Kroger CO

Consumer Defensive
651
+ 30.39%
$58.36 - $67.72 $38K - $44.1K
2.79K $189K
YUM
Yum Brands Inc

Consumer Cyclical
222
+ 23.1%
$123.25 - $162.53 $27.4K - $36.1K
1.18K $186K
ZS
Zscaler, Inc.

Technology
252
+ 57.93%
$181.66 - $216.87 $45.8K - $54.7K
687 $136K
CNP
Centerpoint Energy Inc

Utilities
793
+ 12.02%
$30.87 - $36.25 $24.5K - $28.7K
7.39K $267K
CNXC
Concentrix Corp

Technology
957
+ 228.4%
$42.45 - $65.04 $40.6K - $62.2K
1.38K $76K
KMI
Kinder Morgan, Inc.

Energy
1.66K
+ 17.36%
$26.1 - $31.22 $43.2K - $51.7K
11.2K $319K
TECL
Direxion Daily Technology Bull

ETFs
1K
+ 1020.41%
$58.43 - $100.39 $58.4K - $100K
1.1K $64K
SLB
Schlumberger Limited

Energy
980
+ 23.09%
$38.4 - $43.74 $37.6K - $42.9K
5.23K $218K
HCA
Hca Healthcare, Inc.

Healthcare
87
+ 15.85%
$296.7 - $345.55 $25.8K - $30.1K
636 $219K
EXPE
Expedia Group, Inc.

Consumer Cyclical
358
+ 131.62%
$157.11 - $206.52 $56.2K - $73.9K
630 $105K
MPWR
Monolithic Power Systems Inc

Technology
101
+ 27.3%
$565.7 - $720.25 $57.1K - $72.7K
471 $273K
HPQ
Hp Inc

Technology
2.87K
+ 58.76%
$27.69 - $34.72 $79.5K - $99.7K
7.76K $214K
EQNR
Equinor Asa

Energy
1.86K
+ 115.42%
$22.37 - $26.45 $41.7K - $49.3K
3.48K $92K
CVNA
Carvana Co.

Consumer Cyclical
245
+ 57.51%
$166.52 - $285.33 $40.8K - $69.9K
671 $140K
CNC
Centene Corp

Healthcare
897
+ 56.59%
$55.93 - $65.89 $50.2K - $59.1K
2.48K $150K
CAH
Cardinal Health Inc

Healthcare
96
+ 4.61%
$118.02 - $137.77 $11.3K - $13.2K
2.18K $300K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
594
+ 199.33%
$92.51 - $102.81 $55K - $61.1K
892 $82K
BRO
Brown & Brown, Inc.

Financial Services
332
+ 67.76%
$100.54 - $124.4 $33.4K - $41.3K
822 $102K
SAN
Banco Santander, S.A.

Financial Services
2.3K
+ 13.05%
$4.46 - $7.14 $10.3K - $16.4K
20K $133K
MET
Metlife Inc

Financial Services
727
+ 24.0%
$77.7 - $87.0 $56.5K - $63.2K
3.76K $301K
KRE
Spdr S&P Regional Banking ETF

ETFs
3.69K
+ 8.25%
$55.11 - $65.5 $203K - $241K
48.4K $2.75M
VOE
Vanguard Mid Cap Value Index F

ETFs
524
+ 2.05%
$156.61 - $168.02 $82.1K - $88K
26K $4.18M
HOOD
Robinhood Markets, Inc.

Technology
1.11K
+ 78.75%
$35.63 - $65.28 $39.5K - $72.3K
2.52K $104K
CHD
Church & Dwight CO Inc

Consumer Defensive
359
+ 15.01%
$101.42 - $113.2 $36.4K - $40.6K
2.75K $302K
PEG
Public Service Enterprise Group Inc

Utilities
678
+ 27.19%
$78.2 - $90.39 $53K - $61.3K
3.17K $261K
WTW
Willis Towers Watson PLC

Financial Services
116
+ 25.11%
$306.61 - $340.78 $35.6K - $39.5K
578 $195K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
459
+ 26.76%
$203.38 - $274.79 $93.4K - $126K
2.17K $446K
HALO
Halozyme Therapeutics, Inc.

Healthcare
211
+ 9.17%
$47.74 - $65.16 $10.1K - $13.7K
2.51K $160K
BKR
Baker Hughes CO

Energy
876
+ 22.05%
$41.16 - $48.85 $36.1K - $42.8K
4.85K $213K
PNW
Pinnacle West Capital Corp

Utilities
425
+ 55.56%
$81.76 - $95.25 $34.7K - $40.5K
1.19K $113K
GLDM
World Gold Trust

ETFs
734
+ 205.03%
$52.19 - $61.89 $38.3K - $45.4K
1.09K $67K
VOOG
Vanguard S&P 500 Growth ETF

ETFs
191
+ 40.47%
$333.37 - $384.99 $63.7K - $73.5K
663 $221K
TSCO
Tractor Supply CO

Consumer Cyclical
554
+ 6.18%
$51.66 - $57.94 $28.6K - $32.1K
9.52K $524K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
1.15K
+ 36.41%
$17.16 - $25.25 $19.7K - $29K
4.31K $102K
EHC
Encompass Health Corp

Healthcare
143
+ 3.78%
$91.05 - $102.2 $13K - $14.6K
3.93K $397K
OTIS
Otis Worldwide Corp

Industrials
169
+ 5.87%
$90.77 - $104.01 $15.3K - $17.6K
3.05K $314K
TTWO
Take Two Interactive Software Inc

Communication Services
164
+ 27.94%
$178.61 - $217.95 $29.3K - $35.7K
751 $155K
AIT
Applied Industrial Technologies Inc

Industrials
253
+ 38.8%
$218.93 - $269.18 $55.4K - $68.1K
905 $203K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
2.01K
+ 103.02%
$22.25 - $23.0 $44.8K - $46.3K
3.97K $91K
ICVT
Ishares Tr Convertible Bond Et

ETFs
570
+ 191.28%
$83.18 - $89.27 $47.4K - $50.9K
868 $72K
AEE
Ameren Corp

Utilities
383
+ 57.42%
$86.87 - $103.67 $33.3K - $39.7K
1.05K $105K
CHE
Chemed Corp

Healthcare
5
+ 1.0%
$521.84 - $615.32 $2.61K - $3.08K
503 $309K
ENB
Enbridge Inc

Energy
628
+ 6.17%
$41.54 - $45.45 $26.1K - $28.5K
10.8K $478K
AWK
American Water Works Company, Inc.

Utilities
264
+ 90.1%
$121.01 - $149.31 $31.9K - $39.4K
557 $82K
DG
Dollar General Corp

Consumer Defensive
230
+ 11.7%
$68.44 - $87.93 $15.7K - $20.2K
2.2K $193K
TFX
Teleflex Inc

Healthcare
353
+ 273.64%
$130.79 - $183.66 $46.2K - $64.8K
482 $66K
HUN
Huntsman Corp

Basic Materials
2.79K
+ 725.19%
$15.79 - $18.04 $44.1K - $50.4K
3.18K $50K
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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