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
GNRC
Generac Holdings Inc.

Industrials
-30
- 2.95%
$126.65 - $164.06 $3.8K - $4.92K
988 $125K
BBEU
Jp Morgan ETF Trust Betabuilde

ETFs
-570
- 98.96%
$55.23 - $64.6 $31.5K - $36.8K
6 $0
PLYA
Playa Hotels & Resorts N.V.

Consumer Cyclical
-2.44K
- 96.21%
$12.14 - $13.37 $29.6K - $32.6K
96 $1K
ASX
Ase Technology Holding Co., Ltd.

Technology
-886
- 4.83%
$8.76 - $11.36 $7.76K - $10.1K
17.5K $153K
SKX
Skechers Usa Inc

Consumer Cyclical
-416
- 77.61%
$54.98 - $78.24 $22.9K - $32.5K
120 $6K
ACHR
Archer Aviation Inc.

Industrials
-2.92K
- 95.65%
$6.8 - $11.51 $19.9K - $33.6K
133 $0
IEV
Ishares Tr Europe ETF

ETFs
-1.17K
- 17.95%
$51.89 - $60.68 $60.7K - $71K
5.35K $311K
FLO
Flowers Foods Inc

Consumer Defensive
-1.17K
- 35.81%
$18.05 - $20.78 $21.2K - $24.4K
2.1K $39K
NUVB
Nuvation Bio Inc.

Healthcare
-10K
- 87.62%
$1.76 - $3.25 $17.6K - $32.5K
1.41K $2K
IT
Gartner Inc

Technology
-1
- 0.24%
$418.25 - $548.38 $418 - $548
423 $177K
FLS
Flowserve Corp

Industrials
-397
- 43.39%
$46.47 - $64.75 $18.4K - $25.7K
518 $25K
MANU
Manchester United PLC

Communication Services
-1.37K
- 64.86%
$13.09 - $17.0 $17.9K - $23.3K
741 $9K
EXR
Extra Space Storage Inc.

Real Estate
-177
- 20.44%
$143.8 - $161.28 $25.5K - $28.5K
689 $102K
VICI
Vici Properties Inc.

Real Estate
-1.63K
- 20.05%
$28.21 - $32.68 $46K - $53.2K
6.5K $211K
BAX
Baxter International Inc

Healthcare
-1.68K
- 26.04%
$29.26 - $36.57 $49.2K - $61.5K
4.77K $163K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-292
- 40.11%
$81.8 - $88.86 $23.9K - $25.9K
436 $36K
RGA
Reinsurance Group Of America Inc

Financial Services
-104
- 36.62%
$186.01 - $231.1 $19.3K - $24K
180 $35K
NBIX
Neurocrine Biosciences Inc

Healthcare
-121
- 25.97%
$107.22 - $153.29 $13K - $18.5K
345 $38K
BILL
Bill.Com Holdings, Inc.

Technology
-264
- 87.13%
$43.59 - $97.07 $11.5K - $25.6K
39 $1K
JHG
Janus Henderson Group PLC

Financial Services
-329
- 17.57%
$35.98 - $45.94 $11.8K - $15.1K
1.54K $55K
WPP
Wpp PLC

Communication Services
-315
- 36.59%
$37.96 - $51.07 $12K - $16.1K
546 $20K
ALK
Alaska Air Group, Inc.

Industrials
-183
- 19.16%
$49.22 - $76.6 $9.01K - $14K
772 $37K
UGL
Pro Shares Trust Ii

ETFs
-4.85K
- 28.45%
$93.8 - $128.72 $455K - $624K
12.2K $1.57M
SPG
Simon Property Group Inc

Real Estate
-69
- 3.4%
$159.48 - $187.78 $11K - $13K
1.96K $325K
DNB
Dun & Bradstreet Holdings, Inc.

Financial Services
-1.66K
- 72.69%
$7.89 - $12.48 $13.1K - $20.7K
623 $5K
GVA
Granite Construction Inc

Industrials
-9
- 0.5%
$70.98 - $94.81 $639 - $853
1.78K $134K
MTB
M&T Bank Corp

Financial Services
-73
- 6.92%
$170.47 - $201.98 $12.4K - $14.7K
982 $175K
TD
Toronto Dominion Bank

Financial Services
-468
- 47.8%
$53.12 - $61.15 $24.9K - $28.6K
511 $30K
AIZ
Assurant, Inc.

Financial Services
-101
- 27.75%
$198.92 - $218.67 $20.1K - $22.1K
263 $55K
CE
Celanese Corp

Basic Materials
-225
- 30.16%
$47.02 - $74.12 $10.6K - $16.7K
521 $29K
ADM
Archer Daniels Midland CO

Consumer Defensive
-206
- 4.5%
$45.22 - $52.17 $9.32K - $10.7K
4.37K $209K
ARCC
Ares Capital Corp

Financial Services
-1.15K
- 10.3%
$21.28 - $23.81 $24.5K - $27.4K
10K $222K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
-242
- 92.72%
$64.24 - $90.95 $15.5K - $22K
19 $1K
AVSC
American Centy ETF Tr Avantis
-329
- 49.47%
$48.08 - $56.12 $15.8K - $18.5K
336 $16K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-995
- 76.72%
$19.04 - $20.15 $18.9K - $20K
302 $5K
DOW
Dow Inc.

Basic Materials
-4
- 0.11%
$34.36 - $41.92 $137 - $168
3.75K $130K
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-32
- 2.47%
$126.86 - $146.45 $4.06K - $4.69K
1.26K $160K
PNM
Pnm Resources Inc

Utilities
-484
- 49.95%
N/A
485 $20K
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-124
- 93.23%
$162.48 - $175.37 $20.1K - $21.7K
9 $1K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-143
- 4.94%
$97.76 - $107.35 $14K - $15.4K
2.75K $276K
WIX
Wix.Com Ltd.

Technology
-62
- 29.67%
$163.38 - $246.76 $10.1K - $15.3K
147 $24K
WEX
Wex Inc.

Technology
-117
- 93.6%
$148.29 - $186.78 $17.3K - $21.9K
8 $1K
GO
Grocery Outlet Holding Corp.

Consumer Defensive
-1.16K
- 82.85%
$10.99 - $17.37 $12.8K - $20.2K
241 $3K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
-50
- 6.93%
$59.37 - $95.63 $2.97K - $4.78K
672 $43K
BHP
Bhp Group LTD

Basic Materials
-351
- 20.29%
$48.18 - $52.11 $16.9K - $18.3K
1.38K $66K
JOBY
Joby Aviation, Inc.

Industrials
-2.03K
- 75.48%
$5.99 - $10.27 $12.2K - $20.9K
660 $3K
ALB
Albemarle Corp

Basic Materials
-192
- 68.09%
$69.95 - $97.49 $13.4K - $18.7K
90 $6K
LBRDK
Liberty Broadband Corp

Communication Services
-307
- 40.03%
$73.49 - $88.64 $22.6K - $27.2K
460 $39K
SQ
Block, Inc.

Technology
-56
- 10.77%
$54.04 - $92.95 $3.03K - $5.21K
464 $26K
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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