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
PPL
Ppl Corp

Utilities
775
+ 37.4%
$31.68 - $36.11 $24.6K - $28K
2.85K $102K
XYL
Xylem Inc.

Industrials
285
+ 104.78%
$114.02 - $132.04 $32.5K - $37.6K
557 $66K
RL
Ralph Lauren Corp

Consumer Cyclical
164
+ 119.71%
$215.68 - $286.74 $35.4K - $47K
301 $66K
FMC
Fmc Corp

Basic Materials
939
+ 125.87%
$34.54 - $56.38 $32.4K - $52.9K
1.69K $71K
WPM
Wheaton Precious Metals Corp.

Basic Materials
364
+ 112.35%
$55.75 - $77.63 $20.3K - $28.3K
688 $53K
CTRA
Coterra Energy Inc.

Energy
943
+ 41.62%
$25.51 - $29.83 $24.1K - $28.1K
3.21K $92K
CWEN
Clearway Energy, Inc.

Utilities
1.12K
+ 308.26%
$24.63 - $30.42 $27.6K - $34K
1.48K $44K
NSP
Insperity, Inc.

Industrials
67
+ 2.79%
$69.6 - $94.21 $4.66K - $6.31K
2.47K $220K
ISRG
Intuitive Surgical Inc

Healthcare
134
+ 11.07%
$476.63 - $610.45 $63.9K - $81.8K
1.34K $665K
WCC
Wesco International Inc

Industrials
243
+ 171.13%
$155.3 - $199.95 $37.7K - $48.6K
385 $59K
MKL
Markel Corp

Financial Services
17
+ 106.25%
$1660.14 - $2059.83 $28.2K - $35K
33 $61K
IYH
Ishares Tr

ETFs
501
+ 60.0%
$58.32 - $62.76 $29.2K - $31.4K
1.34K $81K
VNLA
Janus Henderson Short Duration

ETFs
414
+ 0.82%
$48.89 - $49.21 $20.2K - $20.4K
51.2K $2.51M
LHX
L3 Harris Technologies, Inc.

Industrials
166
+ 8.57%
$194.65 - $222.86 $32.3K - $37K
2.1K $440K
RMD
Resmed Inc

Healthcare
157
+ 38.57%
$219.7 - $257.65 $34.5K - $40.5K
564 $126K
CINF
Cincinnati Financial Corp

Financial Services
216
+ 64.48%
$133.67 - $147.81 $28.9K - $31.9K
551 $81K
ESI
Element Solutions Inc

Basic Materials
2.18K
+ 38.54%
$22.61 - $27.55 $49.2K - $60K
7.83K $176K
QRVO
Qorvo, Inc.

Technology
438
+ 114.66%
$69.12 - $90.57 $30.3K - $39.7K
820 $59K
A
Agilent Technologies, Inc.

Healthcare
420
+ 43.89%
$116.69 - $152.6 $49K - $64.1K
1.38K $161K
ESTC
Elastic N.V.

Technology
367
+ 667.27%
$89.1 - $117.76 $32.7K - $43.2K
422 $37K
APO
Apollo Global Management, Inc.

Financial Services
318
+ 76.26%
$126.01 - $172.06 $40.1K - $54.7K
735 $100K
CRUS
Cirrus Logic, Inc.

Technology
317
+ 264.17%
$97.89 - $111.4 $31K - $35.3K
437 $43K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
67
+ 2.62%
$73.71 - $87.55 $4.94K - $5.87K
2.63K $228K
EPR
Epr Properties

Real Estate
358
+ 23.4%
$43.98 - $53.81 $15.7K - $19.3K
1.89K $99K
IDA
Idacorp Inc

Utilities
237
+ 32.69%
$105.58 - $119.04 $25K - $28.2K
962 $111K
PKX
Posco Holdings Inc.

Basic Materials
639
+ 159.35%
$39.82 - $55.32 $25.4K - $35.3K
1.04K $49K
RS
Reliance Steel & Aluminum CO

Basic Materials
78
+ 18.44%
$266.61 - $302.66 $20.8K - $23.6K
501 $144K
WAT
Waters Corp

Healthcare
86
+ 68.8%
$362.16 - $417.28 $31.1K - $35.9K
211 $77K
GL
Globe Life Inc.

Financial Services
181
+ 49.59%
$111.2 - $131.72 $20.1K - $23.8K
546 $71K
MAT
Mattel Inc

Consumer Cyclical
1.47K
+ 95.4%
$17.73 - $21.94 $26.1K - $32.3K
3.02K $58K
FE
Firstenergy Corp

Utilities
732
+ 34.74%
$37.95 - $43.5 $27.8K - $31.8K
2.84K $114K
ALC
Alcon Inc

Healthcare
238
+ 28.57%
$82.73 - $96.8 $19.7K - $23K
1.07K $101K
BCE
Bce Inc

Communication Services
1.36K
+ 154.66%
$22.14 - $25.18 $30.1K - $34.3K
2.24K $51K
CNHI
Cnh Industrial N.V.

Industrials
3K
+ 133.85%
N/A
5.24K $54K
DGX
Quest Diagnostics Inc

Healthcare
224
+ 4.24%
N/A
5.5K $754K
E
Eni Spa

Energy
875
+ 77.92%
$27.51 - $31.47 $24.1K - $27.5K
2K $61K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
205
+ 111.41%
$166.63 - $185.86 $34.2K - $38.1K
389 $64K
KEYS
Keysight Technologies, Inc.

Technology
349
+ 17.88%
$148.16 - $185.11 $51.7K - $64.6K
2.3K $344K
MPW
Medical Properties Trust Inc

Real Estate
1.52K
+ 15.08%
$3.83 - $6.21 $5.82K - $9.44K
11.6K $69K
CTSH
Cognizant Technology Solutions Corp

Technology
405
+ 21.29%
$75.32 - $90.7 $30.5K - $36.7K
2.31K $176K
DRD
Drdgold LTD

Basic Materials
437
+ 12.55%
$8.63 - $15.47 $3.77K - $6.76K
3.92K $60K
MOS
Mosaic CO

Basic Materials
154
+ 1.5%
$23.08 - $28.8 $3.55K - $4.44K
10.4K $281K
ZION
Zions Bancorporation, National Association

Financial Services
650
+ 120.15%
$47.0 - $59.03 $30.6K - $38.4K
1.19K $59K
UMC
United Microelectronics Corp

Technology
3.25K
+ 30.3%
$5.69 - $7.15 $18.5K - $23.2K
14K $99K
DXCM
Dexcom Inc

Healthcare
525
+ 75.32%
$67.74 - $90.75 $35.6K - $47.6K
1.22K $83K
TAK
Takeda Pharmaceutical CO LTD

Healthcare
1.35K
+ 26.03%
$12.89 - $15.19 $17.4K - $20.5K
6.54K $97K
KEY
Keycorp

Financial Services
1.92K
+ 142.77%
$15.15 - $18.3 $29K - $35.1K
3.26K $52K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
1.72K
+ 32.45%
$9.19 - $12.93 $15.8K - $22.3K
7.04K $78K
UWMC
Uwm Holdings Corp

Financial Services
5.46K
+ 314.04%
$5.43 - $6.63 $29.6K - $36.2K
7.2K $39K
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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