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
AVUS
American Centy ETF Tr Avantis

ETFs
-1.37K
- 90.1%
$90.7 - $101.57 $124K - $139K
150 $13K
SSO
Proshares Ultra S&P 500

ETFs
-1.27K
- 44.88%
$80.57 - $100.21 $102K - $127K
1.56K $128K
TIGR
Up Fintech Holding LTD

Financial Services
-21.7K
- 88.01%
$5.76 - $9.69 $125K - $210K
2.95K $25K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
-118
- 38.31%
$1227.6 - $1458.46 $145K - $172K
190 $256K
VTR
Ventas, Inc.

Real Estate
-2.65K
- 50.31%
$56.9 - $70.47 $151K - $187K
2.62K $179K
IVT
Inven Trust Properties Corp.

Real Estate
-4.18K
- 81.47%
$28.36 - $30.77 $119K - $129K
951 $27K
DAL
Delta Air Lines, Inc.

Industrials
-1K
- 20.68%
$43.6 - $69.06 $43.8K - $69.3K
3.85K $167K
JWN
Nordstrom Inc

Consumer Cyclical
-5.17K
- 82.13%
$24.01 - $24.46 $124K - $127K
1.13K $27K
PSA
Public Storage

Real Estate
-419
- 45.84%
$288.99 - $313.98 $121K - $132K
495 $148K
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
-1.65K
- 89.67%
$62.43 - $84.12 $103K - $139K
190 $12K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-5.5K
- 23.42%
$23.28 - $23.95 $128K - $132K
18K $427K
BCS
Barclays PLC

Financial Services
-10.9K
- 51.83%
$12.69 - $16.25 $138K - $176K
10.1K $155K
EFX
Equifax Inc

Industrials
-387
- 15.39%
$235.63 - $278.34 $91.2K - $108K
2.13K $518K
SAIA
Saia Inc

Industrials
-119
- 15.99%
$349.29 - $508.47 $41.6K - $60.5K
625 $218K
PLD
Prologis, Inc.

Real Estate
-1.25K
- 38.46%
$103.59 - $124.04 $130K - $155K
2K $223K
DSI
Ishares Msci Kld 400 Social Et

ETFs
-638
- 9.29%
$101.98 - $115.66 $65.1K - $73.8K
6.23K $637K
SBAC
Sba Communications Corp

Real Estate
-619
- 56.63%
$192.76 - $224.91 $119K - $139K
474 $104K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-1.88K
- 24.65%
N/A
5.73K $357K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
-8.58K
- 52.58%
$14.13 - $16.72 $121K - $143K
7.74K $119K
RELX
Relx PLC

Communication Services
-3.31K
- 31.22%
$45.34 - $51.91 $150K - $172K
7.3K $367K
KMX
Carmax Inc

Consumer Cyclical
-1.27K
- 32.84%
$69.25 - $89.19 $87.9K - $113K
2.6K $202K
COLD
Americold Realty Trust

Real Estate
-5.24K
- 89.25%
$20.74 - $23.05 $109K - $121K
631 $13K
FICO
Fair Isaac Corp

Technology
-35
- 10.94%
$1695.35 - $2030.47 $59.3K - $71.1K
285 $525K
CSGP
Costar Group, Inc.

Real Estate
-1.64K
- 60.4%
$69.29 - $80.37 $114K - $132K
1.08K $85K
YINN
Direxion Shs ETF Tr

ETFs
-10.1K
- 43.98%
$23.11 - $52.34 $234K - $531K
12.9K $535K
USB
Us Bancorp \De\

Financial Services
-1.61K
- 22.02%
$40.92 - $50.9 $66K - $82.1K
5.71K $241K
WU
Western Union CO

Financial Services
-9.96K
- 50.63%
$10.24 - $11.62 $102K - $116K
9.72K $102K
CAG
Conagra Brands Inc.

Consumer Defensive
-3.43K
- 25.76%
$23.9 - $27.67 $82K - $94.9K
9.89K $263K
GIS
General Mills Inc

Consumer Defensive
-1.14K
- 12.16%
$57.56 - $65.3 $65.7K - $74.5K
8.24K $492K
ANDE
Andersons, Inc.

Consumer Defensive
-2.59K
- 90.47%
$40.06 - $47.81 $104K - $124K
273 $11K
EEM
Ishares Msci Emerging Markets

ETFs
-2.71K
- 37.45%
$40.81 - $45.34 $111K - $123K
4.53K $197K
ILMN
Illumina, Inc.

Healthcare
-559
- 50.45%
$79.34 - $144.22 $44.4K - $80.6K
549 $43K
BRX
Brixmor Property Group Inc.

Real Estate
-4.63K
- 78.38%
N/A
1.28K $29K
PAYC
Paycom Software, Inc.

Technology
-511
- 73.21%
$199.42 - $225.82 $102K - $115K
187 $40K
IESC
Ies Holdings, Inc.

Industrials
-506
- 91.83%
$162.26 - $316.26 $82.1K - $160K
45 $7K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-647
- 63.37%
$160.89 - $187.27 $104K - $121K
374 $64K
ING
Ing Groep Nv

Financial Services
-8.03K
- 57.44%
$15.51 - $20.74 $125K - $167K
5.95K $116K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-2.41K
- 59.56%
$46.15 - $63.53 $111K - $153K
1.64K $100K
WBD
Warner Bros. Discovery, Inc.

Communication Services
-9.73K
- 56.21%
$9.47 - $11.46 $92.1K - $111K
7.58K $81K
TIP
Ishares Tr Tips Bd ETF

ETFs
-959
- 74.23%
$106.22 - $111.09 $102K - $107K
333 $36K
KT
Kt Corp

Communication Services
-7.28K
- 53.98%
$15.57 - $18.63 $113K - $136K
6.21K $109K
INVH
Invitation Homes Inc.

Real Estate
-3.21K
- 72.11%
$30.28 - $34.85 $97.2K - $112K
1.24K $43K
PIPR
Piper Sandler Companies

Financial Services
-322
- 85.87%
$244.29 - $323.68 $78.7K - $104K
53 $13K
LSCC
Lattice Semiconductor Corp

Technology
-1.7K
- 80.37%
$52.45 - $68.78 $89.1K - $117K
415 $21K
VOT
Vanguard Mid Cap Growth Index

ETFs
-183
- 3.14%
$237.72 - $276.98 $43.5K - $50.7K
5.64K $1.38M
MEDP
Medpace Holdings, Inc.

Healthcare
-278
- 63.04%
$304.69 - $360.97 $84.7K - $100K
163 $49K
CRS
Carpenter Technology Corp

Industrials
-580
- 86.7%
$172.39 - $212.53 $100K - $123K
89 $16K
MELI
Mercadolibre Inc

Consumer Cyclical
-68
- 46.9%
$1739.0 - $2260.0 $118K - $154K
77 $150K
CHKP
Check Point Software Technologies LTD

Technology
-607
- 55.79%
$179.88 - $231.31 $109K - $140K
481 $109K
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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