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
CSX
Csx Corp

Industrials
-2.16K
- 17.09%
$26.69 - $32.91 $57.6K - $71K
10.5K $341K
KO
Coca Cola CO

Consumer Defensive
-100
- 0.38%
$68.37 - $73.9 $6.84K - $7.39K
26K $1.84M
IXC
Ishares Tr Global Energy ETF

ETFs
-666
- 42.64%
$34.69 - $42.32 $23.1K - $28.2K
896 $35K
EEM
Ishares Msci Emerging Markets

ETFs
-1.04K
- 23.05%
$38.52 - $48.28 $40.2K - $50.4K
3.49K $168K
SBUX
Starbucks Corp

Consumer Cyclical
-20
- 0.49%
$79.69 - $99.41 $1.59K - $1.99K
4.08K $373K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-162
- 6.83%
$110.23 - $131.5 $17.9K - $21.3K
2.21K $273K
VFC
V F Corp

Consumer Cyclical
-1.34K
- 43.74%
$9.74 - $16.39 $13K - $21.9K
1.72K $20K
VNO
Vornado Realty Trust

Real Estate
-767
- 30.94%
$31.74 - $41.27 $24.3K - $31.7K
1.71K $65K
TECK
Teck Resources LTD

Basic Materials
-830
- 40.63%
$29.05 - $41.48 $24.1K - $34.4K
1.21K $48K
H
Hyatt Hotels Corp

Consumer Cyclical
-229
- 67.75%
$104.22 - $139.65 $23.9K - $32K
109 $15K
XLU
Utilities Sector Spdr

ETFs
-383
- 14.67%
$73.09 - $82.77 $28K - $31.7K
2.23K $181K
VNQ
Vanguard Specialized Funds Van

ETFs
-208
- 5.79%
$79.79 - $91.42 $16.6K - $19K
3.38K $301K
U
Unity Software Inc.

Technology
-1.37K
- 67.62%
$16.75 - $26.24 $22.9K - $35.8K
654 $15K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.98K
- 11.72%
$43.53 - $54.46 $173K - $217K
30K $1.63M
CPB
Campbell Soup CO

Consumer Defensive
-303
- 20.74%
$30.65 - $39.9 $9.29K - $12.1K
1.16K $35K
CLDX
Celldex Therapeutics, Inc.

Healthcare
-1.27K
- 88.11%
$15.13 - $21.65 $19.2K - $27.4K
171 $3K
TER
Teradyne, Inc

Technology
-554
- 15.48%
$67.96 - $91.05 $37.6K - $50.4K
3.03K $272K
NEE
Nextera Energy Inc

Utilities
-106
- 1.0%
$64.11 - $75.0 $6.8K - $7.95K
10.5K $729K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-144
- 82.76%
$139.8 - $197.22 $20.1K - $28.4K
30 $5K
ILCV
Ishares Morningstar Value ETF

ETFs
-269
- 76.42%
$72.16 - $83.39 $19.4K - $22.4K
83 $6K
TDY
Teledyne Technologies Inc

Technology
-63
- 8.49%
$435.54 - $512.31 $27.4K - $32.3K
679 $347K
ES
Eversource Energy

Utilities
-450
- 11.8%
$54.25 - $65.89 $24.4K - $29.7K
3.37K $214K
PEAK
Healthpeak Properties, Inc.

Real Estate
-1.17K
- 18.26%
N/A
5.24K $99K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-220
- 88.35%
$91.23 - $97.27 $20.1K - $21.4K
29 $2K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-906
- 22.84%
$22.54 - $23.17 $20.4K - $21K
3.06K $70K
MLPA
Global X Mlp ETF

ETFs
-401
- 90.72%
$46.47 - $54.16 $18.6K - $21.7K
41 $2K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.55K
- 16.55%
$30.87 - $39.17 $47.9K - $60.8K
7.83K $306K
DSGX
Descartes Systems Group Inc

Technology
-215
- 24.0%
$94.15 - $116.93 $20.2K - $25.1K
681 $69K
SYK
Stryker Corp

Healthcare
-156
- 8.88%
$337.37 - $395.63 $52.6K - $61.7K
1.6K $633K
EURN
Euronav Nv

Energy
-1.27K
- 40.11%
N/A
1.89K $29K
GNMA
Ishares Gnma Bond ETF

ETFs
-451
- 49.78%
$42.91 - $44.21 $19.4K - $19.9K
455 $19K
MO
Altria Group, Inc.

Consumer Defensive
-102
- 0.98%
$55.56 - $60.91 $5.67K - $6.21K
10.3K $602K
CWEN
Clearway Energy, Inc.

Utilities
-721
- 48.65%
$26.74 - $32.22 $19.3K - $23.2K
761 $24K
BAX
Baxter International Inc

Healthcare
-12
- 0.25%
$27.8 - $34.02 $334 - $408
4.76K $144K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-2.16K
- 28.5%
$7.69 - $11.46 $16.6K - $24.7K
5.42K $62K
HTZ
Hertz Global Holdings, Inc

Industrials
-6.84K
- 70.82%
$3.65 - $8.65 $25K - $59.2K
2.82K $19K
OGS
One Gas, Inc.

Utilities
-210
- 26.82%
$71.59 - $81.38 $15K - $17.1K
573 $41K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-700
- 19.8%
$35.9 - $43.76 $25.1K - $30.6K
2.84K $122K
ICVT
Ishares Tr Convertible Bond Et

ETFs
-266
- 30.65%
$78.98 - $90.1 $21K - $24K
602 $54K
PHG
Koninklijke Philips Nv

Healthcare
-261
- 3.53%
$21.67 - $25.64 $5.66K - $6.69K
7.13K $170K
MARA
Marathon Digital Holdings, Inc.

Financial Services
-765
- 50.8%
N/A
741 $16K
OMFL
Invesco Exchange Traded Self I

ETFs
-520
- 16.69%
$48.43 - $57.78 $25.2K - $30K
2.6K $149K
AES
Aes Corp

Utilities
-610
- 11.38%
$9.63 - $12.55 $5.87K - $7.66K
4.75K $49K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-363
- 38.7%
$44.64 - $47.48 $16.2K - $17.2K
575 $27K
M
Macy'S, Inc.

Consumer Cyclical
-1.26K
- 38.89%
$10.02 - $13.19 $12.6K - $16.6K
1.98K $23K
YETI
Yeti Holdings, Inc.

Consumer Cyclical
-450
- 27.08%
$26.94 - $34.72 $12.1K - $15.6K
1.21K $38K
UWMC
Uwm Holdings Corp

Financial Services
-1.42K
- 19.66%
$3.94 - $5.79 $5.58K - $8.19K
5.78K $23K
GTLB
Gitlab Inc.

Technology
-345
- 72.03%
$40.52 - $53.43 $14K - $18.4K
134 $6K
BOTZ
Global X Fds

ETFs
-616
- 61.48%
$24.51 - $32.65 $15.1K - $20.1K
386 $12K
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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