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
KC
Kingsoft Cloud Holdings LTD

Technology
-1.03K
- 82.11%
$10.98 - $15.9 $11.3K - $16.3K
224 $2K
AI
C3.Ai, Inc.

Technology
-950
- 41.09%
$18.24 - $27.8 $17.3K - $26.4K
1.36K $33K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.41K
- 20.08%
$10.59 - $11.48 $15K - $16.2K
5.62K $64K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-180
- 15.69%
$81.46 - $94.63 $14.7K - $17K
967 $91K
UHAL
Amerco

Industrials
-154
- 18.22%
$58.65 - $67.88 $9.03K - $10.5K
691 $41K
APA
Apa Corp

Energy
-115
- 2.73%
$14.03 - $21.24 $1.61K - $2.44K
4.09K $74K
FE
Firstenergy Corp

Utilities
-338
- 11.91%
$38.31 - $43.17 $12.9K - $14.6K
2.5K $100K
WIT
Wipro LTD

Technology
-3.53K
- 3.58%
$2.7 - $3.09 $9.53K - $10.9K
95.1K $287K
VIST
Vista Energy, S.A.B. De C.V.

Energy
-301
- 46.09%
$34.98 - $53.05 $10.5K - $16K
352 $16K
VSH
Vishay Intertechnology Inc

Technology
-873
- 84.35%
$10.57 - $15.97 $9.23K - $13.9K
162 $2K
BEN
Franklin Resources Inc

Financial Services
-819
- 58.84%
$16.66 - $23.85 $13.6K - $19.5K
573 $13K
ALVO
Alvotech

Healthcare
-1.23K
- 72.22%
$7.84 - $11.45 $9.66K - $14.1K
474 $4K
BLCO
Bausch & Lomb Corp

Healthcare
-783
- 84.74%
$10.9 - $14.35 $8.53K - $11.2K
141 $1K
NUGT
Direxion Shs ETF Tr Daily Gold

ETFs
-220
- 52.38%
$50.0 - $82.1 $11K - $18.1K
200 $14K
STPZ
Pimco ETF Tr 1 5 Yr Us Tips In

ETFs
-211
- 38.43%
$53.27 - $54.27 $11.2K - $11.5K
338 $18K
PAM
Pampa Energy Inc.

Utilities
-48
- 5.11%
$62.85 - $85.07 $3.02K - $4.08K
892 $61K
SITE
Site One Landscape Supply, Inc.

Industrials
-76
- 4.14%
$104.79 - $127.3 $7.96K - $9.67K
1.76K $212K
IFRA
Ishares Tr

ETFs
-372
- 19.7%
$40.97 - $49.19 $15.2K - $18.3K
1.52K $74K
HRI
Herc Holdings Inc

Industrials
-74
- 52.11%
$102.34 - $142.19 $7.57K - $10.5K
68 $8K
DRN
Direxion Shs ETF Tr Direxion D

ETFs
-800
- 15.38%
$7.08 - $10.5 $5.66K - $8.4K
4.4K $42K
IEZ
Ishares Tr

ETFs
-550
- 63.22%
$14.77 - $19.84 $8.12K - $10.9K
320 $5K
IBB
Ishares Biotechnology ETF

ETFs
-50
- 1.77%
$112.02 - $129.0 $5.6K - $6.45K
2.78K $351K
EPM
Evolution Petroleum Corp

Energy
-2.31K
- 99.61%
$4.07 - $5.19 $9.39K - $12K
9 $0
K
Kellogg CO

Consumer Defensive
-77
- 5.08%
$77.85 - $82.88 $5.99K - $6.38K
1.44K $114K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-540
- 7.23%
$24.61 - $25.89 $13.3K - $14K
6.93K $178K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
-721
- 43.3%
$9.31 - $12.72 $6.71K - $9.17K
944 $9K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-232
- 55.37%
$37.87 - $42.54 $8.79K - $9.87K
187 $7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
-149
- 39.31%
$60.03 - $72.0 $8.94K - $10.7K
230 $15K
TIP
Ishares Tr Tips Bd ETF

ETFs
-90
- 27.03%
$107.93 - $110.97 $9.71K - $9.99K
243 $26K
APPF
Appfolio Inc

Technology
-45
- 57.69%
$192.02 - $234.65 $8.64K - $10.6K
33 $7K
LVHI
Franklin International Low Vol

ETFs
-305
- 39.15%
$28.91 - $33.28 $8.82K - $10.2K
474 $15K
IRDM
Iridium Communications Inc.

Communication Services
-367
- 94.83%
$21.57 - $30.17 $7.92K - $11.1K
20 $0
YPF
Ypf Sociedad Anonima

Energy
-34
- 1.36%
$27.16 - $36.96 $923 - $1.26K
2.47K $77K
FICO
Fair Isaac Corp

Technology
-3
- 1.05%
$1503.62 - $2206.01 $4.51K - $6.62K
282 $515K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-68
- 3.38%
$68.13 - $74.77 $4.63K - $5.08K
1.94K $141K
BLE
Blackrock Municipal Income Trust Ii

Financial Services
-700
- 17.27%
$9.61 - $10.53 $6.73K - $7.37K
3.35K $33K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-473
- 2.76%
$24.54 - $25.07 $11.6K - $11.9K
16.6K $416K
TAL
Tal Education Group

Consumer Defensive
-518
- 43.68%
$8.73 - $13.71 $4.52K - $7.1K
668 $6K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-176
- 6.4%
$89.28 - $103.8 $15.7K - $18.3K
2.58K $267K
INSP
Inspire Medical Systems, Inc.

Healthcare
-51
- 67.11%
$127.18 - $161.88 $6.49K - $8.26K
25 $3K
VKTX
Viking Therapeutics, Inc.

Healthcare
-329
- 77.05%
$19.98 - $29.49 $6.57K - $9.7K
98 $2K
SQ
Block, Inc.

Technology
-132
- 28.45%
N/A
332 $18K
LPL
Lg Display Co., Ltd.

Technology
-3.83K
- 22.95%
$2.56 - $3.57 $9.8K - $13.7K
12.8K $43K
CACC
Credit Acceptance Corp

Financial Services
-13
- 6.37%
$443.32 - $529.8 $5.76K - $6.89K
191 $97K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-84
- 4.52%
$105.23 - $109.61 $8.84K - $9.21K
1.78K $194K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-213
- 55.61%
$36.02 - $41.92 $7.67K - $8.93K
170 $7K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-222
- 14.47%
$73.02 - $90.22 $16.2K - $20K
1.31K $117K
BLKB
Blackbaud Inc

Technology
-130
- 62.8%
$59.04 - $64.55 $7.68K - $8.39K
77 $4K
NTR
Nutrien Ltd.

Basic Materials
-289
- 30.1%
$46.88 - $62.89 $13.5K - $18.2K
671 $39K
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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