Ever Source Wealth Advisors, LLC Sells in Q2 2025

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MBB
Ishares Tr

ETFs
-3.49K
- 2.94%
$91.41 - $94.22 $319K - $329K
115K $10.8M
LOW
Lowes Companies Inc

Consumer Cyclical
-1.03K
- 21.13%
$210.83 - $235.28 $218K - $243K
3.86K $856K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-5.31K
- 1.57%
$77.74 - $78.78 $413K - $419K
332K $26.1M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-9.2K
- 76.27%
$29.07 - $29.38 $267K - $270K
2.86K $83K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-4.45K
- 10.54%
$38.81 - $44.28 $173K - $197K
37.7K $1.6M
OXY
Occidental Petroleum Corp

Energy
-263
- 0.86%
$36.11 - $49.33 $9.5K - $13K
30.4K $1.28M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.04K
- 26.66%
$116.93 - $119.39 $238K - $243K
5.6K $667K
CHRW
C. H. Robinson Worldwide, Inc.

Industrials
-2.09K
- 65.4%
$86.97 - $102.82 $181K - $214K
1.1K $105K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.4K
- 25.38%
$90.56 - $109.49 $218K - $263K
7.06K $771K
CRL
Charles River Laboratories International, Inc.

Healthcare
-1.31K
- 86.56%
$99.75 - $151.89 $131K - $200K
204 $30K
CVS
Cvs Health Corp

Healthcare
-3.08K
- 19.11%
$60.04 - $70.18 $185K - $216K
13K $898K
CAT
Caterpillar Inc

Industrials
-1.17K
- 25.28%
$273.94 - $388.21 $322K - $456K
3.47K $1.35M
LII
Lennox International Inc

Industrials
-333
- 29.18%
$508.76 - $605.77 $169K - $202K
808 $463K
IEF
Ishares Barclays

ETFs
-1.73K
- 56.65%
$93.15 - $96.56 $161K - $167K
1.32K $126K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-849
- 0.74%
$66.5 - $71.25 $56.5K - $60.5K
114K $7.93M
T
At&T Inc.

Communication Services
-6.47K
- 14.99%
$26.33 - $28.94 $170K - $187K
36.7K $1.06M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.83K
- 53.26%
$54.19 - $67.22 $153K - $190K
2.48K $166K
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-6.36K
- 73.97%
$22.18 - $23.36 $141K - $148K
2.24K $50K
USXF
Ishares Esg Advanced Msci Usa

Technology
-4.56K
- 30.94%
$41.54 - $53.93 $190K - $246K
10.2K $549K
SMG
Scotts Miracle Gro CO

Basic Materials
-2.52K
- 82.68%
$48.21 - $66.48 $121K - $167K
527 $34K
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-2.96K
- 1.33%
$45.2 - $46.6 $134K - $138K
219K $10.2M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-1.91K
- 83.28%
$58.28 - $65.68 $111K - $126K
384 $24K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
-122
- 22.47%
$483.07 - $625.6 $58.9K - $76.3K
421 $221K
ENTG
Entegris Inc

Technology
-1.32K
- 67.16%
$62.92 - $86.2 $82.9K - $114K
644 $51K
HEFA
Ishares Currency Hedged Msci E

ETFs
-3.28K
- 77.45%
$32.11 - $38.21 $105K - $125K
954 $36K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-1.05K
- 75.85%
$101.93 - $128.63 $107K - $135K
333 $42K
IIIV
I3 Verticals, Inc.

Technology
-4.55K
- 89.37%
$22.76 - $27.48 $104K - $125K
541 $14K
MMM
3 M CO

Industrials
-854
- 18.06%
$126.09 - $154.15 $108K - $132K
3.87K $589K
LDOS
Leidos Holdings, Inc.

Technology
-997
- 43.01%
$132.9 - $160.3 $133K - $160K
1.32K $208K
XLY
Select Sector Spdr Consumer Di

ETFs
-611
- 37.9%
$176.34 - $218.59 $108K - $134K
1K $217K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-2.13K
- 53.89%
$47.02 - $47.83 $100K - $102K
1.82K $87K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
-1.31K
- 78.9%
$51.73 - $71.41 $67.7K - $93.5K
350 $18K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-981
- 26.89%
$100.04 - $100.54 $98.1K - $98.6K
2.67K $268K
COST
Costco Wholesale Corp

Consumer Defensive
-369
- 6.1%
$908.13 - $1056.85 $335K - $390K
5.68K $5.62M
DVA
Davita Inc.

Healthcare
-537
- 27.82%
$133.5 - $155.51 $71.7K - $83.5K
1.39K $198K
TRGP
Targa Resources Corp.

Energy
-181
- 7.82%
$157.32 - $205.72 $28.5K - $37.2K
2.13K $371K
KHC
Kraft Heinz CO

Consumer Defensive
-2.06K
- 23.82%
$25.61 - $30.81 $52.7K - $63.4K
6.58K $169K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.39K
- 2.01%
$75.05 - $77.34 $179K - $184K
116K $9M
TSCO
Tractor Supply CO

Consumer Cyclical
-1.35K
- 14.2%
$47.86 - $55.77 $64.7K - $75.4K
8.17K $431K
PWR
Quanta Services, Inc.

Industrials
-636
- 52.96%
$239.47 - $381.26 $152K - $242K
565 $213K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-3.72K
- 5.86%
$24.98 - $25.66 $93K - $95.5K
59.8K $1.53M
EXPO
Exponent Inc

Industrials
-862
- 27.51%
$72.88 - $81.75 $62.8K - $70.5K
2.27K $169K
TXN
Texas Instruments Inc

Technology
-436
- 7.98%
N/A
5.03K $978K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
-3.64K
- 20.19%
$23.33 - $24.01 $84.8K - $87.3K
14.4K $344K
POOL
Pool Corp

Industrials
-138
- 9.27%
$285.0 - $325.66 $39.3K - $44.9K
1.35K $393K
HYG
Ishares Tr

ETFs
-1.23K
- 11.15%
$75.75 - $80.65 $93.5K - $99.5K
9.83K $792K
GPN
Global Payments Inc

Industrials
-420
- 16.24%
$67.47 - $99.6 $28.3K - $41.8K
2.17K $173K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-1.53K
- 18.12%
$51.68 - $52.76 $79.3K - $80.9K
6.93K $365K
HYS
Pimco ETF Tr 1 5 Yr High Yield

ETFs
-822
- 51.02%
$89.58 - $95.01 $73.6K - $78.1K
789 $74K
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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