Ever Source Wealth Advisors, LLC Reduced Holdings in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FSK
Fs Kkr Capital Corp

Financial Services
-9.83K
- 51.12%
$20.47 - $24.06 $201K - $236K
9.4K $196K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-2.73K
- 11.31%
$18.53 - $29.07 $50.6K - $79.4K
21.4K $406K
YMM
Full Truck Alliance Co. Ltd.

Technology
-20.1K
- 95.11%
$10.41 - $13.69 $209K - $275K
1.04K $13K
CARG
Car Gurus, Inc.

Communication Services
-5.8K
- 95.44%
$28.82 - $40.55 $167K - $235K
277 $8K
IXUS
Ishares Tr

ETFs
-3.25K
- 54.75%
$65.06 - $72.31 $211K - $235K
2.69K $187K
KNSL
Kinsale Capital Group, Inc.

Financial Services
-443
- 88.25%
$416.48 - $494.72 $185K - $219K
59 $28K
QFIN
360 Digi Tech, Inc.

Financial Services
-5.6K
- 76.71%
$36.09 - $48.12 $202K - $270K
1.7K $76K
DLR
Digital Realty Trust, Inc.

Real Estate
-744
- 28.01%
$142.1 - $183.56 $106K - $137K
1.91K $273K
RMBS
Rambus Inc

Technology
-3.67K
- 89.65%
$51.55 - $68.59 $189K - $252K
424 $21K
SUB
Ishares Short Term National Mu

ETFs
-1.87K
- 9.15%
$105.3 - $106.24 $196K - $198K
18.5K $1.95M
TBBK
Bancorp, Inc.

Financial Services
-3.64K
- 96.38%
$49.74 - $62.75 $181K - $229K
137 $7K
CPT
Camden Property Trust

Real Estate
-1.71K
- 62.88%
$109.16 - $125.53 $186K - $214K
1.01K $123K
ERJ
Embraer S.A.

Industrials
-5.93K
- 66.13%
$37.11 - $56.4 $220K - $335K
3.04K $140K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
-8.3K
- 90.61%
$14.67 - $22.01 $122K - $183K
861 $13K
BIBL
Northern Lts Fd Tr Iv

ETFs
-3.7K
- 4.17%
$37.55 - $41.94 $139K - $155K
85K $3.27M
GSIE
Goldman Sachs ETF Tr Activebet

ETFs
-5.9K
- 2.67%
N/A
215K $6.78M
DEO
Diageo PLC

Consumer Defensive
-1.26K
- 65.73%
$104.79 - $126.12 $132K - $159K
659 $69K
GPN
Global Payments Inc

Industrials
-1.24K
- 32.36%
$92.18 - $113.03 $114K - $140K
2.59K $253K
GLOB
Globant S.A.

Technology
-790
- 95.07%
$117.72 - $228.73 $93K - $181K
41 $4K
IRM
Iron Mountain Inc

Real Estate
-1.41K
- 57.89%
$82.79 - $111.31 $116K - $156K
1.02K $87K
MUSA
Murphy Usa Inc.

Consumer Cyclical
-335
- 96.26%
$435.02 - $515.95 $146K - $173K
13 $6K
ERIC
Ericsson Lm Telephone CO

Technology
-20.5K
- 64.09%
$7.47 - $8.9 $153K - $182K
11.5K $89K
UAL
United Airlines Holdings, Inc.

Industrials
-918
- 24.8%
$69.05 - $110.52 $63.4K - $101K
2.78K $192K
UBS
Ubs Group Ag

Financial Services
-5.56K
- 36.78%
$30.28 - $35.78 $168K - $199K
9.56K $292K
ODFL
Old Dominion Freight Line, Inc.

Industrials
-763
- 21.51%
$161.13 - $209.29 $123K - $160K
2.78K $460K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-710
- 12.32%
$65.15 - $91.81 $46.3K - $65.2K
5.05K $329K
NVO
Novo Nordisk A S

Healthcare
-1.04K
- 19.14%
$69.3 - $90.95 $71.9K - $94.3K
4.38K $304K
VGT
Vanguard Information Technolog

ETFs
-120
- 10.16%
$542.38 - $646.34 $65.1K - $77.6K
1.06K $575K
HEI
Heico Corp

Industrials
-709
- 68.37%
$219.6 - $270.85 $156K - $192K
328 $87K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-2.97K
- 33.04%
$40.03 - $46.81 $119K - $139K
6.02K $245K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.54K
- 83.14%
$100.59 - $103.47 $155K - $160K
313 $32K
ISMD
Northern Lts Fd Tr Iv

ETFs
-1.29K
- 4.0%
$33.87 - $38.9 $43.7K - $50.2K
31K $1.06M
WST
West Pharmaceutical Services Inc

Healthcare
-383
- 60.31%
$199.11 - $347.87 $76.3K - $133K
252 $56K
INFY
Infosys LTD

Technology
-6.17K
- 57.1%
$18.06 - $22.89 $111K - $141K
4.64K $84K
ITT
Itt Inc.

Industrials
-1.02K
- 79.83%
$128.71 - $153.88 $131K - $157K
258 $33K
CDNS
Cadence Design Systems Inc

Technology
-334
- 24.78%
$233.96 - $324.52 $78.1K - $108K
1.01K $257K
ZBRA
Zebra Technologies Corp

Technology
-32
- 2.39%
$271.72 - $421.11 $8.7K - $13.5K
1.31K $369K
CDC
Victory Portfolios Ii Shs Inco

ETFs
-2.45K
- 51.64%
$61.46 - $66.32 $151K - $163K
2.3K $150K
CCJ
Cameco Corp

Energy
-2.69K
- 84.65%
$40.64 - $56.86 $109K - $153K
487 $20K
SUI
Sun Communities Inc

Real Estate
-1.18K
- 73.3%
$120.53 - $136.43 $143K - $161K
431 $55K
VRNA
Verona Pharma PLC

Healthcare
-3.87K
- 62.88%
$44.81 - $69.63 $174K - $270K
2.29K $145K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-731
- 80.77%
$161.27 - $192.3 $118K - $141K
174 $28K
REXR
Rexford Industrial Realty, Inc.

Real Estate
-3.61K
- 72.02%
$37.17 - $41.44 $134K - $150K
1.4K $54K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.89K
- 11.37%
$46.38 - $52.65 $87.8K - $99.6K
14.8K $688K
TTD
Trade Desk, Inc.

Technology
-536
- 30.93%
$53.59 - $126.58 $28.7K - $67.8K
1.2K $65K
NNN
National Retail Properties, Inc.

Real Estate
-3.44K
- 69.51%
$38.0 - $43.19 $131K - $149K
1.51K $64K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-402
- 3.44%
$47.79 - $59.89 $19.2K - $24.1K
11.3K $566K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-390
- 36.9%
$302.31 - $337.54 $118K - $132K
667 $204K
TCOM
Trip.Com Group LTD

Consumer Cyclical
-1.93K
- 79.91%
$56.68 - $73.5 $110K - $142K
486 $30K
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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