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
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
-382
- 4.87%
$24.88 - $26.85 $9.5K - $10.3K
7.47K $188K
FCN
Fti Consulting, Inc

Industrials
-75
- 47.77%
$160.54 - $198.75 $12K - $14.9K
82 $13K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-584
- 46.95%
$25.93 - $29.28 $15.1K - $17.1K
660 $17K
NRZ
New Residential Investment Corp.

Real Estate
-2.3K
- 30.4%
N/A
5.26K $38K
PAGS
Pag Seguro Digital Ltd.

Technology
-2.7K
- 86.44%
$6.27 - $8.52 $16.9K - $23K
423 $3K
TNP
Tsakos Energy Navigation LTD

Energy
-626
- 66.31%
N/A
318 $7K
KOPN
Kopin Corp

Technology
-5.95K
- 24.34%
$0.93 - $2.03 $5.54K - $12.1K
18.5K $17K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-171
- 75.66%
$91.76 - $103.26 $15.7K - $17.7K
55 $5K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-564
- 77.47%
$24.39 - $35.22 $13.8K - $19.9K
164 $4K
BCC
Boise Cascade CO

Basic Materials
-2
- 0.28%
$96.38 - $129.12 $193 - $258
713 $69K
AES
Aes Corp

Utilities
-935
- 14.85%
$9.93 - $13.23 $9.28K - $12.4K
5.36K $66K
LSTR
Landstar System Inc

Industrials
-66
- 32.2%
$146.63 - $177.82 $9.68K - $11.7K
139 $20K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
-701
- 33.37%
$23.43 - $25.55 $16.4K - $17.9K
1.4K $35K
IBB
Ishares Biotechnology ETF

ETFs
-12
- 0.42%
$127.9 - $140.56 $1.53K - $1.69K
2.83K $362K
STLA
Stellantis N.V.

Consumer Cyclical
-575
- 13.03%
$11.21 - $14.21 $6.45K - $8.17K
3.84K $43K
NABL
N Able, Inc.

Technology
-1.46K
- 88.89%
$6.92 - $10.3 $10.1K - $15.1K
183 $1K
NDSN
Nordson Corp

Industrials
-12
- 0.76%
$200.12 - $224.07 $2.4K - $2.69K
1.58K $318K
BITO
Proshares Tr Bitcoin Strategy

ETFs
-482
- 36.88%
$17.57 - $25.81 $8.47K - $12.4K
825 $15K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-537
- 57.99%
$25.54 - $27.64 $13.7K - $14.8K
389 $10K
LCII
Lci Industries

Consumer Cyclical
-11
- 1.45%
$87.4 - $110.52 $961 - $1.22K
746 $65K
HP
Helmerich & Payne, Inc.

Energy
-388
- 85.65%
$24.69 - $36.7 $9.58K - $14.2K
65 $1K
EA
Electronic Arts Inc.

Communication Services
-78
- 6.07%
$116.53 - $146.29 $9.09K - $11.4K
1.21K $174K
CFLT
Confluent, Inc.

Technology
-406
- 50.94%
$23.44 - $37.65 $9.52K - $15.3K
391 $9K
AAP
Advance Auto Parts Inc

Consumer Cyclical
-234
- 52.47%
$33.63 - $49.79 $7.87K - $11.7K
212 $8K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-344
- 47.32%
$38.89 - $41.6 $13.4K - $14.3K
383 $15K
BLMN
Bloomin' Brands, Inc.

Consumer Cyclical
-530
- 32.28%
$7.17 - $12.89 $3.8K - $6.83K
1.11K $7K
KIM
Kimco Realty Corp

Real Estate
-157
- 3.87%
$20.15 - $23.42 $3.16K - $3.68K
3.9K $82K
TAC
Transalta Corp

Utilities
-314
- 14.4%
$8.76 - $14.44 $2.75K - $4.53K
1.87K $17K
SECT
Sector 10, Inc.

ETFs
-15
- 0.46%
$50.98 - $57.8 $765 - $867
3.21K $164K
HRI
Herc Holdings Inc

Industrials
-23
- 13.94%
$122.25 - $211.06 $2.81K - $4.85K
142 $19K
LEA
Lear Corp

Consumer Cyclical
-82
- 10.41%
$87.96 - $99.36 $7.21K - $8.15K
706 $62K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
-38
- 2.47%
$108.02 - $120.45 $4.1K - $4.58K
1.5K $165K
FALN
Ishares Tr Fallen Angels Usd B

ETFs
-436
- 66.26%
$26.64 - $27.14 $11.6K - $11.8K
222 $5K
KBWY
Invesco ETF Tr Ii Kbw Premium

ETFs
-650
- 64.36%
$16.62 - $17.97 $10.8K - $11.7K
360 $6K
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.31K
- 5.92%
$25.69 - $26.89 $33.7K - $35.3K
20.8K $560K
VALE
Vale S.A.

Basic Materials
-2.24K
- 22.98%
$8.5 - $10.19 $19K - $22.8K
7.5K $74K
VRSK
Verisk Analytics, Inc.

Industrials
-125
- 11.13%
$268.63 - $301.33 $33.6K - $37.7K
998 $297K
FOXA
Fox Corp

Communication Services
-311
- 46.77%
$47.9 - $58.0 $14.9K - $18K
354 $20K
MBSD
Flexshares Tr Disciplined Dura

ETFs
-617
- 51.42%
$20.03 - $20.68 $12.4K - $12.8K
583 $12K
HII
Huntington Ingalls Industries, Inc.

Industrials
-72
- 45.86%
$159.75 - $208.61 $11.5K - $15K
85 $17K
FTDR
Frontdoor, Inc.

Consumer Cyclical
-125
- 29.27%
$37.07 - $62.39 $4.63K - $7.8K
302 $11K
H
Hyatt Hotels Corp

Consumer Cyclical
-5
- 1.46%
$120.83 - $166.34 $604 - $832
338 $41K
PATH
Ui Path, Inc.

Technology
-468
- 15.74%
$9.97 - $15.19 $4.67K - $7.11K
2.51K $25K
BIO
Bio Rad Laboratories, Inc.

Healthcare
-32
- 74.42%
$243.0 - $367.0 $7.78K - $11.7K
11 $2K
DV
Double Verify Holdings, Inc.

Technology
-422
- 39.74%
$13.34 - $23.07 $5.63K - $9.74K
640 $8K
MAIN
Main Street Capital Corp

Financial Services
-152
- 14.04%
$54.71 - $63.1 $8.32K - $9.59K
931 $52K
INSW
International Seaways, Inc.

Energy
-307
- 58.81%
$32.85 - $41.61 $10.1K - $12.8K
215 $7K
BOTZ
Global X Fds

ETFs
-221
- 18.07%
$28.46 - $34.53 $6.29K - $7.63K
1K $28K
MRVI
Maravai Lifesciences Holdings, Inc.

Healthcare
-1.39K
- 57.18%
$2.21 - $6.13 $3.08K - $8.54K
1.04K $2K
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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