Ever Source Wealth Advisors, LLC Reduced Holdings in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CMCSA
Comcast Corp

Communication Services
-4.93K
- 23.58%
$31.41 - $36.33 $155K - $179K
16K $502K
HLN
Haleon PLC

Healthcare
-19.9K
- 42.84%
$8.72 - $10.35 $173K - $206K
26.5K $238K
AIG
American International Group, Inc.

Financial Services
-2.43K
- 32.57%
$76.34 - $85.87 $186K - $209K
5.03K $395K
RSG
Republic Services, Inc.

Industrials
-559
- 8.76%
$225.33 - $246.01 $126K - $138K
5.83K $1.34M
SKY
Skyline Champion Corp

Consumer Cyclical
-3.79K
- 95.66%
$60.9 - $78.84 $231K - $299K
172 $13K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.08K
- 13.67%
$182.33 - $194.5 $379K - $405K
13.1K $2.56M
PAYX
Paychex Inc

Industrials
-1.11K
- 24.24%
$126.69 - $147.99 $140K - $164K
3.47K $439K
VOT
Vanguard Mid Cap Growth Index

ETFs
-931
- 17.44%
$282.75 - $294.19 $263K - $274K
4.41K $1.29M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.21K
- 14.02%
$100.37 - $100.74 $222K - $223K
13.6K $1.37M
EXR
Extra Space Storage Inc.

Real Estate
-1.41K
- 39.71%
$134.36 - $152.88 $190K - $216K
2.14K $301K
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-46
- 1.32%
$108.8 - $169.61 $5K - $7.8K
3.45K $374K
KMB
Kimberly Clark Corp

Consumer Defensive
-1.45K
- 35.36%
$121.72 - $136.77 $176K - $198K
2.64K $328K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.1K
- 54.69%
$80.91 - $98.75 $170K - $207K
1.74K $155K
FMC
Fmc Corp

Basic Materials
-4.6K
- 90.56%
$33.15 - $44.45 $152K - $204K
479 $16K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-3.14K
- 30.65%
$74.93 - $80.73 $236K - $254K
7.11K $573K
CI
Cigna Corp

Healthcare
-428
- 27.74%
$262.23 - $334.39 $112K - $143K
1.12K $321K
UGL
Pro Shares Trust Ii

ETFs
-13K
- 36.11%
$33.7 - $46.06 $438K - $599K
23K $1.06M
WRB
Berkley W R Corp

Financial Services
-2.78K
- 33.51%
$67.78 - $76.62 $189K - $213K
5.52K $423K
MKC
Mccormick & CO Inc

Consumer Defensive
-2.2K
- 54.18%
$64.3 - $77.17 $141K - $169K
1.86K $124K
PANW
Palo Alto Networks Inc

Technology
-755
- 2.9%
$167.06 - $208.19 $126K - $157K
25.2K $5.14M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-792
- 46.18%
$236.25 - $257.69 $187K - $204K
923 $236K
CPT
Camden Property Trust

Real Estate
-1.48K
- 64.34%
$104.05 - $115.69 $154K - $171K
818 $87K
ICE
Intercontinental Exchange, Inc.

Financial Services
-535
- 9.88%
$167.28 - $188.45 $89.5K - $101K
4.88K $822K
RGLD
Royal Gold Inc

Basic Materials
-1.06K
- 56.27%
$151.42 - $200.58 $161K - $213K
826 $165K
MKTX
Marketaxess Holdings Inc

Financial Services
-611
- 48.72%
$174.25 - $223.11 $106K - $136K
643 $112K
PATH
Ui Path, Inc.

Technology
-13.2K
- 78.39%
$10.44 - $13.38 $138K - $177K
3.64K $48K
ET
Energy Transfer LP

Energy
-6.54K
- 11.77%
$17.11 - $18.16 $112K - $119K
49.1K $842K
ADBE
Adobe Inc.

Technology
-61
- 1.48%
$333.65 - $392.1 $20.4K - $23.9K
4.07K $1.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.26K
- 49.04%
$39.8 - $42.86 $170K - $183K
4.43K $189K
GDXU
Bank Of Montreal

ETFs
-9.57K
- 70.2%
$66.09 - $204.88 $632K - $1.96M
4.06K $831K
AXS
Axis Capital Holdings LTD

Financial Services
-1.29K
- 29.26%
$93.33 - $102.44 $120K - $132K
3.11K $298K
ELS
Equity Lifestyle Properties Inc

Real Estate
-2.55K
- 72.76%
$58.43 - $62.12 $149K - $159K
956 $58K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-2.52K
- 43.78%
N/A
3.23K $201K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-630
- 25.85%
$158.24 - $191.13 $99.7K - $120K
1.81K $300K
CHE
Chemed Corp

Healthcare
-295
- 50.34%
$412.3 - $483.92 $122K - $143K
291 $130K
HYD
Vaneck High Yield Muni ETF

ETFs
-3.18K
- 28.0%
$48.85 - $50.94 $155K - $162K
8.17K $416K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-604
- 19.6%
$138.59 - $171.12 $83.7K - $103K
2.48K $348K
POOL
Pool Corp

Industrials
-567
- 42.0%
$292.13 - $333.62 $166K - $189K
783 $242K
BSY
Bentley Systems Inc

Technology
-2.55K
- 34.48%
$51.48 - $58.72 $131K - $150K
4.84K $249K
FICO
Fair Isaac Corp

Technology
-34
- 12.06%
$1311.26 - $1869.83 $44.6K - $63.6K
248 $371K
OLED
Universal Display Corp Pa

Technology
-811
- 32.99%
$134.16 - $161.44 $109K - $131K
1.65K $236K
CARR
Carrier Global Corp

Industrials
-860
- 13.15%
$58.75 - $80.73 $50.5K - $69.4K
5.68K $338K
COP
Conocophillips

Energy
-2.69K
- 11.09%
$91.0 - $98.99 $245K - $267K
21.6K $2.04M
CATH
Global X Fds Global X S&P 500

ETFs
-1.9K
- 48.9%
$75.38 - $81.32 $143K - $155K
1.99K $161K
FLAU
Franklin Templeton ETF Tr

ETFs
-4.67K
- 29.23%
$30.71 - $32.78 $143K - $153K
11.3K $363K
NVO
Novo Nordisk A S

Healthcare
-1.2K
- 24.45%
$45.38 - $71.7 $54.3K - $85.8K
3.7K $205K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-336
- 31.37%
$435.72 - $463.74 $146K - $156K
735 $340K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-236
- 19.14%
$332.69 - $399.0 $78.5K - $94.2K
997 $331K
EMB
Ishares Tr

ETFs
-1.52K
- 25.92%
$91.52 - $95.59 $139K - $145K
4.34K $413K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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