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
AYI
Acuity Brands Inc

Industrials
-139
- 15.6%
$257.8 - $337.07 $35.8K - $46.9K
752 $198K
OKE
Oneok Inc

Energy
-565
- 13.78%
$89.57 - $109.85 $50.6K - $62.1K
3.54K $350K
DD
Du Pont De Nemours, Inc.

Basic Materials
-751
- 25.57%
$72.7 - $84.32 $54.6K - $63.3K
2.19K $163K
QS
Quantum Scape Corp

Consumer Cyclical
-11.1K
- 84.49%
$4.15 - $6.58 $46.1K - $73.1K
2.04K $8K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-2.13K
- 38.96%
$35.35 - $42.74 $75.4K - $91.2K
3.34K $138K
CBT
Cabot Corp

Basic Materials
-625
- 77.35%
$81.12 - $92.51 $50.7K - $57.8K
183 $15K
HIW
Highwoods Properties, Inc.

Real Estate
-1.84K
- 61.78%
$27.69 - $30.78 $50.8K - $56.5K
1.14K $33K
THO
Thor Industries Inc

Consumer Cyclical
-44
- 1.63%
$75.81 - $105.39 $3.34K - $4.64K
2.66K $201K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.81K
- 3.81%
$27.01 - $28.54 $130K - $137K
121K $3.39M
HDV
Ishares Core High Dividend ETF

ETFs
-501
- 60.58%
$110.86 - $121.12 $55.5K - $60.7K
326 $39K
TDW
Tidewater Inc

Energy
-941
- 88.36%
$39.93 - $57.69 $37.6K - $54.3K
124 $5K
VIS
Vanguard Industrial ETF

ETFs
-200
- 57.97%
$243.63 - $273.99 $48.7K - $54.8K
145 $35K
ANSS
Ansys Inc

Technology
-133
- 28.24%
$316.56 - $360.36 $42.1K - $47.9K
338 $106K
ZWS
Zurn Water Solutions Corp

Industrials
-250
- 2.53%
$32.38 - $39.44 $8.1K - $9.86K
9.65K $318K
FHN
First Horizon Corp

Financial Services
-2.4K
- 35.51%
$17.7 - $22.43 $42.4K - $53.8K
4.35K $84K
WIT
Wipro LTD

Technology
-1.06K
- 1.06%
$3.0 - $3.77 $3.17K - $3.99K
98.6K $301K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
-679
- 98.26%
$69.15 - $74.69 $47K - $50.7K
12 $0
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.38K
- 13.66%
$22.46 - $23.26 $53.5K - $55.4K
15K $348K
TOST
Toast, Inc.

Technology
-1.03K
- 30.07%
$32.61 - $41.98 $33.7K - $43.4K
2.4K $79K
DY
Dycom Industries Inc

Industrials
-248
- 72.73%
$136.75 - $200.56 $33.9K - $49.7K
93 $14K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-138
- 27.11%
$211.47 - $267.17 $29.2K - $36.9K
371 $78K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.74K
- 15.61%
$32.74 - $36.2 $56.8K - $62.8K
9.38K $327K
FIVE
Five Below, Inc

Consumer Cyclical
-354
- 61.35%
$72.25 - $103.2 $25.6K - $36.5K
223 $16K
APA
Apa Corp

Energy
-1.51K
- 26.36%
$18.54 - $25.45 $27.9K - $38.3K
4.21K $88K
PBF
Pbf Energy Inc.

Energy
-1.24K
- 50.22%
$18.97 - $31.31 $23.5K - $38.7K
1.23K $23K
CDL
Victory Portf Ii Shs Us Lrg Ca

ETFs
-786
- 21.88%
$64.2 - $69.24 $50.5K - $54.4K
2.81K $192K
PRVA
Privia Health Group, Inc.

Healthcare
-2.19K
- 91.97%
$19.64 - $25.69 $43K - $56.2K
191 $4K
PCTY
Paylocity Holding Corp

Technology
-198
- 73.06%
$183.21 - $217.86 $36.3K - $43.1K
73 $13K
SCHR
Schwab Intermediate Term Us Tr

ETFs
-2.09K
- 10.87%
$24.05 - $24.86 $50.2K - $51.9K
17.1K $425K
NRG
Nrg Energy, Inc.

Utilities
-601
- 19.18%
$84.82 - $113.33 $51K - $68.1K
2.53K $241K
MCHP
Microchip Technology Inc

Technology
-263
- 8.8%
$48.41 - $64.3 $12.7K - $16.9K
2.73K $131K
MVST
Microvast Holdings, Inc.

Industrials
-4.6K
- 11.92%
$1.15 - $2.41 $5.29K - $11.1K
34K $39K
SMG
Scotts Miracle Gro CO

Basic Materials
-85
- 2.72%
$54.76 - $77.7 $4.65K - $6.6K
3.04K $167K
SMMV
Ishares Msci Usa Small Cap Min

ETFs
-932
- 68.99%
$40.38 - $42.65 $37.6K - $39.7K
419 $17K
TECK
Teck Resources LTD

Basic Materials
-764
- 27.22%
$36.43 - $43.86 $27.8K - $33.5K
2.04K $74K
DFAR
Dimensional ETF Tr Dimensional

ETFs
-1.71K
- 35.64%
$22.35 - $24.52 $38.2K - $41.9K
3.08K $73K
JOE
St Joe CO

Real Estate
-833
- 76.56%
$43.61 - $49.45 $36.3K - $41.2K
255 $11K
APPF
Appfolio Inc

Technology
-144
- 64.86%
$206.66 - $260.64 $29.8K - $37.5K
78 $17K
EWJ
Ishares Msci Japan ETF

ETFs
-540
- 98.54%
$65.24 - $71.7 $35.2K - $38.7K
8 $0
JETS
ETF Ser Solutions U S Global J

ETFs
-1.01K
- 29.8%
$20.77 - $26.81 $20.9K - $27K
2.38K $49K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-206
- 9.75%
$117.4 - $131.02 $24.2K - $27K
1.91K $228K
NTR
Nutrien Ltd.

Basic Materials
-844
- 46.78%
$45.28 - $53.84 $38.2K - $45.4K
960 $47K
BRZE
Braze, Inc.

Technology
-764
- 81.36%
$32.44 - $47.22 $24.8K - $36.1K
175 $6K
STNG
Scorpio Tankers Inc.

Energy
-574
- 58.63%
$37.58 - $56.62 $21.6K - $32.5K
405 $15K
BBAX
J P Morgan Betabuilders Develo

ETFs
-683
- 98.56%
$48.21 - $51.59 $32.9K - $35.2K
10 $0
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
-618
- 89.57%
$53.35 - $58.68 $33K - $36.3K
72 $4K
TAL
Tal Education Group

Consumer Defensive
-3.69K
- 75.66%
$9.04 - $14.79 $33.3K - $54.5K
1.19K $15K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-198
- 9.93%
$81.62 - $96.63 $16.2K - $19.1K
1.8K $149K
FLAU
Franklin Templeton ETF Tr

ETFs
-956
- 7.29%
$27.12 - $30.3 $25.9K - $29K
12.2K $335K
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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