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
INFA
Informatica Inc.

Technology
-275
- 41.11%
$17.39 - $26.5 $4.78K - $7.29K
394 $6K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-224
- 16.2%
$59.28 - $66.1 $13.3K - $14.8K
1.16K $73K
TLK
Perusahaan Perseroan Persero Pt Telekomunikasi Indonesia Tbk

Communication Services
-504
- 25.3%
$14.03 - $17.33 $7.07K - $8.73K
1.49K $21K
SLVM
Sylvamo Corp

Basic Materials
-97
- 22.0%
$63.64 - $81.86 $6.17K - $7.94K
344 $23K
VSCO
Victoria'S Secret & Co.

Consumer Cyclical
-24
- 5.29%
$16.25 - $41.86 $390 - $1K
430 $7K
BLDR
Builders First Source, Inc.

Industrials
-5
- 0.88%
$122.8 - $173.51 $614 - $868
565 $70K
TRN
Trinity Industries Inc

Industrials
-27
- 1.85%
$28.06 - $39.45 $758 - $1.07K
1.43K $40K
MDB
Mongo Db, Inc.

Technology
-15
- 10.79%
$175.4 - $298.52 $2.63K - $4.48K
124 $21K
MTZ
Mastec Inc

Industrials
-65
- 36.11%
$108.66 - $160.79 $7.06K - $10.5K
115 $13K
BNS
Bank Of Nova Scotia

Financial Services
-6
- 0.39%
$47.21 - $53.7 $283 - $322
1.52K $71K
BLOK
Amplify ETF Tr Trnsformational

ETFs
-214
- 66.46%
$36.88 - $49.3 $7.89K - $10.6K
108 $3K
IGM
Ishares Expanded Tech Sector E

ETFs
-32
- 5.2%
$90.67 - $108.46 $2.9K - $3.47K
583 $52K
MTN
Vail Resorts Inc

Consumer Cyclical
-54
- 73.97%
$153.58 - $184.72 $8.29K - $9.97K
19 $3K
DOCU
Docusign, Inc.

Technology
-12
- 1.16%
$74.7 - $97.7 $896 - $1.17K
1.02K $83K
WHR
Whirlpool Corp

Consumer Cyclical
-49
- 23.33%
$88.58 - $133.14 $4.34K - $6.52K
161 $14K
FCPT
Four Corners Property Trust, Inc.

Real Estate
-406
- 34.82%
$26.26 - $29.31 $10.7K - $11.9K
760 $21K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
-875
- 21.01%
$13.05 - $13.97 $11.4K - $12.2K
3.29K $44K
EGHT
8 X8 Inc

Technology
-2.78K
- 44.62%
$1.99 - $3.47 $5.53K - $9.65K
3.45K $6K
DXC
Dxc Technology CO

Technology
-384
- 42.95%
$16.43 - $22.61 $6.31K - $8.68K
510 $8K
JEF
Jefferies Financial Group Inc.

Financial Services
-2
- 0.58%
$52.22 - $81.31 $104 - $163
344 $18K
NEO
Neogenomics Inc

Healthcare
-416
- 55.84%
$9.09 - $18.61 $3.78K - $7.74K
329 $3K
CHW
Calamos Global Dynamic Income Fund

Financial Services
-1.06K
- 29.76%
$6.39 - $7.05 $6.77K - $7.47K
2.5K $15K
MNSO
Miniso Group Holding LTD

Consumer Cyclical
-3
- 0.19%
$18.24 - $27.56 $54.7 - $82.7
1.62K $29K
OC
Owens Corning

Industrials
-40
- 32.52%
$137.83 - $191.19 $5.51K - $7.65K
83 $11K
TNDM
Tandem Diabetes Care Inc

Healthcare
-229
- 85.45%
$17.89 - $37.53 $4.1K - $8.59K
39 $0
FRPT
Freshpet, Inc.

Consumer Defensive
-43
- 55.84%
$83.17 - $162.59 $3.58K - $6.99K
34 $2K
NVST
Envista Holdings Corp

Healthcare
-395
- 43.89%
$16.25 - $22.15 $6.42K - $8.75K
505 $8K
SMP
Standard Motor Products, Inc.

Consumer Cyclical
-238
- 42.12%
$24.92 - $31.9 $5.93K - $7.59K
327 $8K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-170
- 13.27%
$49.69 - $50.76 $8.45K - $8.63K
1.11K $55K
SU
Suncor Energy Inc

Energy
-436
- 16.52%
$34.27 - $40.63 $14.9K - $17.7K
2.2K $85K
MNDY
Monday.Com Ltd.

Technology
-41
- 32.54%
$213.0 - $327.92 $8.73K - $13.4K
85 $20K
HPK
High Peak Energy, Inc.

Energy
-584
- 75.65%
$10.94 - $15.43 $6.39K - $9.01K
188 $2K
MTDR
Matador Resources CO

Energy
-116
- 23.58%
$44.79 - $63.77 $5.2K - $7.4K
376 $19K
SIGI
Selective Insurance Group Inc

Financial Services
-90
- 35.43%
$78.49 - $95.48 $7.06K - $8.59K
164 $15K
FOF
Cohen & Steers Closed End Opportunity Fund, Inc.

Financial Services
-16
- 0.13%
$11.83 - $13.03 $189 - $208
12.2K $147K
UNIT
Uniti Group Inc.

Real Estate
-1.45K
- 80.75%
$4.75 - $5.98 $6.89K - $8.68K
346 $1K
PLXS
Plexus Corp

Technology
-33
- 28.21%
$120.51 - $170.49 $3.98K - $5.63K
84 $10K
CRI
Carters Inc

Consumer Cyclical
-40
- 7.53%
$39.79 - $55.09 $1.59K - $2.2K
491 $20K
CMRE
Costamare Inc.

Industrials
-171
- 7.35%
$9.79 - $13.5 $1.67K - $2.31K
2.15K $21K
FNDF
Schwab Fundamental Intl Large

ETFs
-1.28K
- 9.88%
$32.9 - $37.45 $42.1K - $47.9K
11.7K $421K
IQLT
Ishares Msci Intl Quality Fact

ETFs
-457
- 11.45%
$36.91 - $41.03 $16.9K - $18.8K
3.54K $140K
AVTR
Avantor, Inc.

Basic Materials
-174
- 14.85%
$15.5 - $22.57 $2.7K - $3.93K
998 $16K
GMAB
Genmab A/S

Healthcare
-317
- 25.22%
$18.69 - $24.14 $5.92K - $7.65K
940 $18K
RGP
Resources Connection, Inc.

Industrials
-872
- 86.51%
$6.54 - $9.08 $5.7K - $7.92K
136 $0
RNG
Ring Central, Inc.

Technology
-206
- 75.74%
$24.76 - $36.77 $5.1K - $7.57K
66 $1K
MMYT
Make My Trip LTD

Consumer Cyclical
-88
- 11.3%
N/A
691 $59K
JHX
James Hardie Industries PLC

Basic Materials
-23
- 2.21%
$23.56 - $34.63 $542 - $796
1.02K $24K
VBK
Vanguard Small Cap Growth ETF

ETFs
-7
- 3.41%
$247.97 - $296.33 $1.74K - $2.07K
198 $49K
BRBR
Bellring Brands, Inc.

Consumer Defensive
-78
- 8.5%
$65.4 - $79.39 $5.1K - $6.19K
840 $62K
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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