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
OSIS
Osi Systems Inc

Technology
35
+ 2.54%
$153.35 - $219.6 $5.37K - $7.69K
1.41K $274K
MAA
Mid America Apartment Communities Inc.

Real Estate
227
+ 56.61%
$146.9 - $170.92 $33.3K - $38.8K
628 $105K
CEG
Constellation Energy Corp

Utilities
611
+ 17.88%
$201.63 - $347.44 $123K - $212K
4.03K $812K
EQT
Eqt Corp

Energy
691
+ 70.8%
$46.16 - $54.25 $31.9K - $37.5K
1.67K $89K
SNPS
Synopsys Inc

Technology
159
+ 36.64%
$428.58 - $551.54 $68.1K - $87.7K
593 $254K
RACE
Ferrari N.V.

Consumer Cyclical
101
+ 23.43%
$413.73 - $508.15 $41.8K - $51.3K
532 $227K
TW
Tradeweb Markets Inc.

Financial Services
279
+ 481.03%
$123.42 - $148.46 $34.4K - $41.4K
337 $50K
VRT
Vertiv Holdings CO

Industrials
489
+ 34.46%
N/A
1.91K $165K
XLB
Select Sector Spdr Fd Material

ETFs
495
+ 750.0%
$83.19 - $90.99 $41.2K - $45K
561 $48K
AEM
Agnico Eagle Mines LTD

Basic Materials
258
+ 53.31%
$79.66 - $108.41 $20.6K - $28K
742 $80K
FTV
Fortive Corp

Technology
588
+ 94.84%
$71.82 - $82.98 $42.2K - $48.8K
1.21K $88K
PCG
Pg&E Corp

Utilities
3.83K
+ 48.1%
$15.16 - $20.4 $58.1K - $78.2K
11.8K $202K
PFG
Principal Financial Group Inc

Financial Services
443
+ 61.7%
$76.34 - $89.04 $33.8K - $39.4K
1.16K $97K
DKNG
Draft Kings Inc.

Consumer Cyclical
1.33K
+ 290.37%
$33.21 - $53.49 $44.1K - $71K
1.78K $59K
HYDB
Ishares Tr Edge High Yield Def

ETFs
853
+ 1003.53%
$46.82 - $47.8 $39.9K - $40.8K
938 $44K
OKTA
Okta, Inc.

Technology
278
+ 61.78%
$78.83 - $116.72 $21.9K - $32.4K
728 $76K
PDD
Pinduoduo Inc.

Consumer Cyclical
200
+ 24.24%
$94.68 - $131.34 $18.9K - $26.3K
1.03K $121K
WF
Woori Financial Group Inc.

Financial Services
840
+ 13.65%
$31.09 - $35.8 $26.1K - $30.1K
6.99K $233K
CRBG
Corebridge Financial, Inc.

Financial Services
1.23K
+ 74.79%
$29.61 - $34.68 $36.4K - $42.6K
2.87K $90K
DLB
Dolby Laboratories, Inc.

Industrials
506
+ 266.32%
$76.37 - $87.32 $38.6K - $44.2K
696 $55K
AM
Antero Midstream Corp

Energy
1.47K
+ 30.95%
$15.47 - $18.04 $22.8K - $26.6K
6.23K $112K
L
Loews Corp

Financial Services
361
+ 31.17%
$81.13 - $91.91 $29.3K - $33.2K
1.52K $139K
UHS
Universal Health Services Inc

Healthcare
212
+ 243.68%
$163.99 - $193.27 $34.8K - $41K
299 $56K
VMC
Vulcan Materials CO

Basic Materials
246
+ 34.12%
$220.9 - $277.54 $54.3K - $68.3K
967 $225K
USFD
Us Foods Holding Corp.

Consumer Defensive
628
+ 131.66%
$63.38 - $72.02 $39.8K - $45.2K
1.11K $72K
CORT
Corcept Therapeutics Inc

Healthcare
289
+ 297.94%
$49.85 - $114.22 $14.4K - $33K
386 $44K
IMO
Imperial Oil LTD

Energy
254
+ 12.62%
$62.41 - $73.34 $15.9K - $18.6K
2.27K $163K
TPL
Texas Pacific Land Corp

Energy
25
+ 80.65%
$1180.08 - $1431.01 $29.5K - $35.8K
56 $74K
ORI
Old Republic International Corp

Financial Services
693
+ 17.37%
$33.46 - $39.22 $23.2K - $27.2K
4.68K $183K
FFIV
F5, Inc.

Technology
137
+ 67.49%
$251.75 - $310.6 $34.5K - $42.6K
340 $90K
DDOG
Datadog, Inc.

Technology
570
+ 136.36%
$98.68 - $151.89 $56.2K - $86.6K
988 $98K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
221
+ 106.76%
$81.78 - $131.92 $18.1K - $29.2K
428 $56K
SF
Stifel Financial Corp

Financial Services
417
+ 772.22%
$91.62 - $117.6 $38.2K - $49K
471 $44K
IAC
Iac/Inter Active Corp

Communication Services
835
+ 2609.38%
$41.0 - $50.0 $34.2K - $41.8K
867 $39K
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
148
+ 145.1%
$246.3 - $299.62 $36.5K - $44.3K
250 $65K
ROST
Ross Stores, Inc.

Consumer Cyclical
432
+ 57.37%
$123.3 - $154.95 $53.3K - $66.9K
1.19K $151K
SHOP
Shopify Inc.

Technology
639
+ 29.43%
$90.59 - $129.31 $57.9K - $82.6K
2.81K $268K
DOX
Amdocs LTD

Technology
381
+ 123.7%
$82.21 - $92.02 $31.3K - $35.1K
689 $63K
XLY
Select Sector Spdr Consumer Di

ETFs
359
+ 28.65%
$192.6 - $233.2 $69.1K - $83.7K
1.61K $318K
ETSY
Etsy Inc

Consumer Cyclical
825
+ 193.21%
$44.4 - $57.29 $36.6K - $47.3K
1.25K $59K
CBRE
Cbre Group, Inc.

Real Estate
286
+ 41.81%
$121.79 - $147.13 $34.8K - $42.1K
970 $126K
PODD
Insulet Corp

Healthcare
140
+ 94.59%
$237.06 - $288.29 $33.2K - $40.4K
288 $75K
EPD
Enterprise Products Partners L.P.

Energy
10
+ 0.08%
$31.75 - $34.14 $318 - $341
12.8K $437K
PRA
Proassurance Corp

Financial Services
43
+ 0.92%
$13.99 - $23.35 $602 - $1K
4.72K $110K
ACI
Albertsons Companies, Inc.

Consumer Defensive
1.47K
+ 82.48%
$19.58 - $22.02 $28.9K - $32.5K
3.26K $71K
CCK
Crown Holdings Inc

Consumer Cyclical
391
+ 368.87%
$78.77 - $91.74 $30.8K - $35.9K
497 $44K
GPC
Genuine Parts CO

Consumer Cyclical
290
+ 50.17%
$115.91 - $129.02 $33.6K - $37.4K
868 $103K
TDY
Teledyne Technologies Inc

Technology
21
+ 2.91%
$455.51 - $518.84 $9.57K - $10.9K
742 $369K
BAH
Booz Allen Hamilton Holding Corp

Industrials
387
+ 170.48%
$102.72 - $143.06 $39.8K - $55.4K
614 $64K
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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