Ever Source Wealth Advisors, LLC Reduced Holdings in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
UI
Ubiquiti Inc.

Technology
-14
- 11.48%
$273.45 - $456.69 $3.83K - $6.39K
108 $44K
XMTR
Xometry, Inc.

Industrials
-25
- 2.78%
$19.34 - $36.75 $484 - $919
875 $29K
IXUS
Ishares Tr

ETFs
-161
- 5.99%
$62.37 - $77.63 $10K - $12.5K
2.53K $195K
HBM
Hudbay Minerals Inc.

Basic Materials
-306
- 8.47%
$6.09 - $10.7 $1.86K - $3.27K
3.31K $35K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-102
- 5.18%
$468.22 - $566.51 $47.8K - $57.8K
1.87K $1.06M
VGT
Vanguard Information Technolog

ETFs
-180
- 16.97%
$470.37 - $663.28 $84.7K - $119K
881 $584K
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-309
- 1.43%
$32.99 - $38.56 $10.2K - $11.9K
21.3K $809K
IONS
Ionis Pharmaceuticals Inc

Healthcare
-56
- 4.84%
$25.51 - $40.0 $1.43K - $2.24K
1.1K $43K
OSCR
Oscar Health, Inc.

Healthcare
-57
- 3.92%
$11.6 - $21.44 $661 - $1.22K
1.4K $29K
OLED
Universal Display Corp Pa

Technology
-190
- 7.18%
$106.6 - $161.02 $20.3K - $30.6K
2.46K $379K
GIL
Gildan Activewear Inc.

Consumer Cyclical
-28
- 1.1%
$37.68 - $50.22 $1.06K - $1.41K
2.51K $123K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-8.21K
- 10.38%
$23.4 - $29.68 $192K - $244K
70.9K $2.1M
FNDF
Schwab Fundamental Intl Large

ETFs
-839
- 7.19%
$32.25 - $40.02 $27.1K - $33.6K
10.8K $433K
SOFI
So Fi Technologies, Inc.

Financial Services
-816
- 19.19%
$9.5 - $18.21 $7.75K - $14.9K
3.44K $62K
XLF
Financial Sector Spdr

ETFs
-1.37K
- 4.11%
$43.92 - $52.37 $60K - $71.6K
31.9K $1.67M
VCIT
Vanguard Intermediate Term Cor

ETFs
-122
- 0.56%
$79.56 - $82.92 $9.71K - $10.1K
21.8K $1.81M
DXCM
Dexcom Inc

Healthcare
-86
- 7.04%
$59.83 - $87.57 $5.15K - $7.53K
1.14K $99K
ERJ
Embraer S.A.

Industrials
-286
- 9.41%
$40.42 - $56.91 $11.6K - $16.3K
2.75K $156K
NKE
Nike, Inc.

Consumer Cyclical
-207
- 5.0%
$53.27 - $72.04 $11K - $14.9K
3.93K $279K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-770
- 6.98%
$60.34 - $74.89 $46.5K - $57.7K
10.3K $768K
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
-3.72K
- 9.07%
$27.26 - $34.48 $101K - $128K
37.3K $1.29M
NKTR
Nektar Therapeutics

Healthcare
-581
- 41.77%
$0.49 - $29.68 $285 - $17.2K
810 $20K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-127
- 3.08%
$59.98 - $74.92 $7.62K - $9.51K
4K $297K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
-18
- 3.96%
$224.32 - $326.09 $4.04K - $5.87K
437 $142K
IVE
Ishares S&P 500 Value ETF

ETFs
-62
- 0.93%
$168.34 - $195.42 $10.4K - $12.1K
6.63K $1.29M
TTWO
Take Two Interactive Software Inc

Communication Services
-25
- 3.33%
$194.58 - $243.05 $4.86K - $6.08K
726 $176K
XLI
Industrial Sector Spdr

ETFs
-17
- 1.16%
$116.42 - $147.52 $1.98K - $2.51K
1.45K $213K
SECT
Sector 10, Inc.

ETFs
-11
- 0.34%
$45.25 - $58.07 $498 - $639
3.2K $185K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-24
- 1.21%
$108.12 - $135.04 $2.59K - $3.24K
1.96K $264K
XLC
Select Sector Spdr Tr Communic

ETFs
-53
- 2.32%
$86.13 - $108.53 $4.56K - $5.75K
2.24K $242K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-121
- 1.65%
$39.61 - $47.13 $4.79K - $5.7K
7.23K $340K
CWB
Spdr Bloomberg Convertible Sec

ETFs
-407
- 4.35%
$71.86 - $82.66 $29.2K - $33.6K
8.95K $739K
ISMD
Northern Lts Fd Tr Iv

ETFs
-551
- 1.78%
$29.72 - $35.6 $16.4K - $19.6K
30.4K $1.08M
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-72
- 3.33%
$103.49 - $133.44 $7.45K - $9.61K
2.09K $275K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-29
- 2.3%
$113.67 - $150.4 $3.3K - $4.36K
1.23K $185K
EFG
Msci Eafe Growth ETF

ETFs
-825
- 8.39%
$89.8 - $112.0 $74.1K - $92.4K
9.01K $1.01M
ZBRA
Zebra Technologies Corp

Technology
-26
- 1.99%
$213.54 - $309.26 $5.55K - $8.04K
1.28K $395K
IEV
Ishares Tr Europe ETF

ETFs
-9
- 0.17%
$51.8 - $64.59 $466 - $581
5.34K $337K
BLES
Northern Lts Fd Tr Iv Inspire

ETFs
-346
- 2.55%
$33.42 - $40.68 $11.6K - $14.1K
13.2K $537K
EGO
Eldorado Gold Corp

Basic Materials
-124
- 1.44%
$15.63 - $21.51 $1.94K - $2.67K
8.5K $172K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-85
- 1.25%
$59.24 - $71.39 $5.04K - $6.07K
6.7K $477K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-3.93K
- 11.31%
$50.08 - $63.14 $197K - $248K
30.9K $1.95M
ON
On Semiconductor Corp

Technology
-326
- 7.77%
$31.95 - $54.21 $10.4K - $17.7K
3.87K $202K
SGOL
Abrdn Gold ETF Trust

ETFs
-457
- 1.65%
$28.39 - $32.75 $13K - $15K
27.3K $861K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.4K
- 4.79%
$19.6 - $24.44 $27.4K - $34.2K
27.8K $679K
TWLO
Twilio Inc

Communication Services
-25
- 1.43%
$81.34 - $124.36 $2.03K - $3.11K
1.72K $214K
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
-106
- 2.33%
$86.12 - $108.35 $9.13K - $11.5K
4.45K $481K
VRNA
Verona Pharma PLC

Healthcare
-230
- 10.06%
$53.9 - $98.68 $12.4K - $22.7K
2.06K $194K
SE
Sea LTD

Consumer Cyclical
-2
- 0.12%
$105.57 - $170.4 $211 - $341
1.68K $267K
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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