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
UTHR
United Therapeutics Corp

Healthcare
541
+ 271.86%
$276.47 - $328.4 $150K - $178K
740 $212K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
2.45K
+ 7.12%
$27.3 - $31.8 $66.9K - $77.9K
36.9K $1.17M
KEYS
Keysight Technologies, Inc.

Technology
721
+ 31.33%
$127.02 - $165.4 $91.6K - $119K
3.02K $495K
WING
Wingstop Inc.

Consumer Cyclical
423
+ 528.75%
$210.24 - $381.46 $88.9K - $161K
503 $169K
PLD
Prologis, Inc.

Real Estate
1.56K
+ 77.67%
$89.76 - $112.34 $140K - $175K
3.56K $373K
CHD
Church & Dwight CO Inc

Consumer Defensive
1.96K
+ 71.1%
$91.57 - $110.76 $179K - $217K
4.71K $452K
EHC
Encompass Health Corp

Healthcare
528
+ 13.45%
$96.12 - $122.63 $50.8K - $64.7K
4.45K $546K
UAL
United Airlines Holdings, Inc.

Industrials
1.5K
+ 53.7%
$56.15 - $84.23 $83.9K - $126K
4.28K $340K
SAIC
Science Applications International Corp

Technology
1.31K
+ 207.3%
$100.22 - $123.41 $131K - $161K
1.94K $218K
BMO
Bank Of Montreal

Financial Services
1.02K
+ 44.74%
$87.54 - $110.63 $89.4K - $113K
3.3K $365K
NVT
N Vent Electric PLC

Industrials
850
+ 21.04%
$45.2 - $73.35 $38.4K - $62.3K
4.89K $358K
BBY
Best Buy CO Inc

Consumer Cyclical
2.32K
+ 167.7%
$56.17 - $75.73 $130K - $176K
3.71K $248K
MCO
Moodys Corp

Financial Services
239
+ 32.92%
$396.7 - $501.59 $94.8K - $120K
965 $484K
VRSK
Verisk Analytics, Inc.

Industrials
421
+ 42.18%
$277.03 - $321.33 $117K - $135K
1.42K $442K
IQV
Iqvia Holdings Inc.

Healthcare
1.13K
+ 63.59%
$137.0 - $174.37 $155K - $197K
2.91K $458K
PSTG
Pure Storage, Inc.

Technology
2.32K
+ 261.1%
$37.18 - $57.58 $86.1K - $133K
3.2K $184K
PSX
Phillips 66

Energy
1.4K
+ 25.6%
$92.87 - $125.73 $130K - $176K
6.86K $818K
MET
Metlife Inc

Financial Services
1.78K
+ 47.39%
$68.42 - $82.49 $122K - $147K
5.54K $445K
FN
Fabrinet

Technology
454
+ 574.68%
$171.03 - $298.93 $77.6K - $136K
533 $157K
ADT
Adt Inc.

Industrials
16.6K
+ 344.14%
$7.54 - $8.6 $126K - $143K
21.5K $181K
ZTS
Zoetis Inc.

Healthcare
1.03K
+ 51.15%
$144.41 - $170.3 $148K - $175K
3.03K $472K
ELS
Equity Lifestyle Properties Inc

Real Estate
2.39K
+ 213.58%
$61.46 - $68.02 $147K - $163K
3.51K $216K
AVB
Avalonbay Communities Inc

Real Estate
715
+ 135.16%
$187.23 - $215.61 $134K - $154K
1.24K $253K
ESTC
Elastic N.V.

Technology
1.69K
+ 400.0%
$73.36 - $94.17 $124K - $159K
2.11K $177K
VDC
Vanguard Consumer Staples ETF

ETFs
639
+ 89.5%
$204.89 - $224.73 $131K - $144K
1.35K $296K
FMC
Fmc Corp

Basic Materials
3.39K
+ 201.25%
$33.98 - $44.06 $115K - $149K
5.08K $211K
SAP
Sap Se

Technology
202
+ 9.19%
$237.53 - $309.8 $48K - $62.6K
2.4K $730K
BK
Bank Of New York Mellon Corp

Financial Services
1.27K
+ 40.22%
$73.31 - $91.62 $93.3K - $117K
4.44K $404K
STE
Steris PLC

Healthcare
492
+ 32.84%
$208.55 - $252.55 $103K - $124K
1.99K $478K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
3.34K
+ 16.4%
$35.3 - $37.51 $118K - $125K
23.7K $888K
DLTR
Dollar Tree, Inc.

Consumer Defensive
1.32K
+ 367.6%
$67.22 - $100.51 $88.5K - $132K
1.67K $165K
SAN
Banco Santander, S.A.

Financial Services
12.9K
+ 64.62%
$5.72 - $8.32 $73.8K - $107K
32.8K $272K
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
2.42K
+ 7.48%
N/A
34.7K $2M
RPRX
Royalty Pharma PLC

Healthcare
3.1K
+ 56.14%
$30.85 - $36.14 $95.7K - $112K
8.63K $310K
PSN
Parsons Corp

Industrials
1.87K
+ 960.51%
$58.88 - $71.77 $110K - $134K
2.07K $148K
RF
Regions Financial Corp

Financial Services
4.29K
+ 21.28%
$18.34 - $23.52 $78.7K - $101K
24.5K $575K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
537
+ 60.61%
$160.22 - $209.35 $86K - $112K
1.42K $297K
DLB
Dolby Laboratories, Inc.

Industrials
1.9K
+ 273.28%
$69.36 - $81.21 $132K - $154K
2.6K $192K
HUM
Humana Inc

Healthcare
617
+ 84.17%
$224.93 - $295.04 $139K - $182K
1.35K $330K
TNGX
Tango Therapeutics, Inc.

Healthcare
26.6K
+ 102326.92%
$1.1 - $5.47 $29.3K - $146K
26.6K $136K
MTDR
Matador Resources CO

Energy
2.89K
+ 767.29%
$36.67 - $52.23 $106K - $151K
3.26K $155K
LNG
Cheniere Energy, Inc.

Energy
507
+ 51.32%
$197.25 - $244.33 $100K - $124K
1.5K $364K
CPT
Camden Property Trust

Real Estate
1.29K
+ 127.81%
$106.53 - $122.8 $137K - $158K
2.29K $258K
NGG
National Grid PLC

Utilities
1.57K
+ 78.6%
$62.74 - $74.79 $98.4K - $117K
3.56K $265K
IVZ
Invesco Ltd.

Financial Services
8.35K
+ 181.43%
$12.14 - $15.77 $101K - $132K
12.9K $204K
DRI
Darden Restaurants Inc

Consumer Cyclical
586
+ 84.93%
$186.58 - $225.78 $109K - $132K
1.28K $278K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
311
+ 1.92%
$58.41 - $72.69 $18.2K - $22.6K
16.5K $1.2M
KMPR
Kemper Corp

Financial Services
2.11K
+ 236.43%
$55.12 - $67.26 $116K - $142K
3K $193K
IDXX
Idexx Laboratories Inc

Healthcare
147
+ 32.03%
$361.04 - $536.34 $53.1K - $78.8K
606 $325K
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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