Ever Source Wealth Advisors, LLC Purchases in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MTDR
Matador Resources CO

Energy
1.35K
+ 41.4%
$44.93 - $52.55 $60.7K - $70.9K
4.61K $207K
IAUM
I Shares Gold Trust Micro

ETFs
1.27K
+ 204.85%
$32.6 - $38.5 $41.3K - $48.8K
1.89K $72K
PFE
Pfizer Inc

Healthcare
1.01K
+ 4.77%
$23.29 - $25.88 $23.6K - $26.2K
22.2K $566K
HBAN
Huntington Bancshares Inc

Financial Services
2.24K
+ 9.6%
$15.87 - $17.88 $35.5K - $40.1K
25.6K $441K
GHC
Graham Holdings CO

Consumer Defensive
9
+ 5.23%
$882.65 - $1184.8 $7.94K - $10.7K
181 $213K
COLL
Collegium Pharmaceutical, Inc

Healthcare
1.08K
+ 43.44%
$29.75 - $39.59 $32.1K - $42.7K
3.56K $124K
SJM
J M Smucker CO

Consumer Defensive
355
+ 33.15%
$102.24 - $113.2 $36.3K - $40.2K
1.43K $154K
TECK
Teck Resources LTD

Basic Materials
1K
+ 82.77%
$31.27 - $44.1 $31.4K - $44.3K
2.22K $97K
EVRG
Evergy, Inc.

Utilities
474
+ 25.42%
$67.73 - $76.02 $32.1K - $36K
2.34K $177K
KGC
Kinross Gold Corp

Basic Materials
986
+ 38.55%
$15.19 - $24.85 $15K - $24.5K
3.54K $88K
UI
Ubiquiti Inc.

Technology
34
+ 31.48%
$388.83 - $660.58 $13.2K - $22.5K
142 $93K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
83
+ 17.4%
$275.84 - $326.36 $22.9K - $27.1K
560 $182K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
970
+ 386.45%
$49.78 - $50.75 $48.3K - $49.2K
1.22K $61K
CMA
Comerica Inc

Financial Services
33
+ 0.64%
$60.93 - $71.05 $2.01K - $2.34K
5.15K $353K
CHK
Chesapeake Energy Corp

Energy
557
+ 28.98%
N/A
2.48K $212K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
3.25K
New
$14.94 - $16.82 $48.6K - $54.7K
3.25K $48K
KB
Kb Financial Group Inc.

Financial Services
556
+ 8.31%
$77.68 - $90.36 $43.2K - $50.2K
7.25K $600K
HMY
Harmony Gold Mining CO LTD

Basic Materials
128
+ 1.22%
$12.61 - $18.25 $1.61K - $2.34K
10.6K $193K
TYL
Tyler Technologies Inc

Technology
140
+ 36.46%
$522.22 - $611.76 $73.1K - $85.6K
524 $274K
LEN
Lennar Corp

Consumer Cyclical
50
+ 1.9%
$107.73 - $142.4 $5.39K - $7.12K
2.68K $337K
BE
Bloom Energy Corp

Industrials
1
+ 0.13%
$22.13 - $86.27 $22.1 - $86.3
777 $65K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
767
+ 3.78%
$46.86 - $48.27 $35.9K - $37K
21K $1.01M
CRDO
Credo Technology Group Holding LTD

Technology
142
+ 28.34%
$87.59 - $172.31 $12.4K - $24.5K
643 $93K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2K
+ 142.86%
$24.0 - $27.1 $48K - $54.2K
3.4K $84K
LAMR
Lamar Advertising CO

Real Estate
354
+ 13.02%
$114.98 - $128.82 $40.7K - $45.6K
3.07K $376K
LOGI
Logitech International S.A.

Technology
107
+ 6.01%
$89.67 - $113.08 $9.59K - $12.1K
1.89K $206K
PLXS
Plexus Corp

Technology
277
+ 48.26%
$118.29 - $145.34 $32.8K - $40.3K
851 $123K
GL
Globe Life Inc.

Financial Services
3
+ 0.12%
$117.6 - $146.55 $353 - $440
2.42K $345K
BTI
British American Tobacco P.L.C.

Consumer Defensive
260
+ 4.63%
$46.69 - $59.27 $12.1K - $15.4K
5.87K $311K
FCFS
First Cash Holdings, Inc.

Financial Services
31
+ 1.77%
$120.08 - $158.42 $3.72K - $4.91K
1.78K $282K
EHC
Encompass Health Corp

Healthcare
213
+ 4.78%
$107.13 - $127.02 $22.8K - $27.1K
4.67K $592K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28
+ 1.43%
$225.11 - $247.9 $6.3K - $6.94K
1.99K $491K
APA
Apa Corp

Energy
870
+ 21.26%
$18.06 - $24.69 $15.7K - $21.5K
4.96K $120K
SYF
Synchrony Financial

Financial Services
342
+ 6.78%
$67.53 - $76.86 $23.1K - $26.3K
5.39K $382K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
323
+ 34.62%
$114.67 - $124.98 $37K - $40.4K
1.26K $152K
CARG
Car Gurus, Inc.

Communication Services
1.04K
+ 63.21%
$29.11 - $37.85 $30.2K - $39.2K
2.68K $99K
FUTU
Futu Holdings LTD

Financial Services
45
+ 6.25%
$120.32 - $194.74 $5.41K - $8.76K
765 $133K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 9.3%
$109.55 - $124.15 $27.6K - $31.3K
2.96K $347K
NVS
Novartis Ag

Healthcare
180
+ 5.96%
$113.5 - $129.73 $20.4K - $23.4K
3.2K $410K
D
Dominion Energy, Inc

Utilities
235
+ 3.58%
$56.32 - $62.1 $13.2K - $14.6K
6.81K $416K
AFRM
Affirm Holdings, Inc.

Technology
457
+ 16.69%
$64.05 - $92.18 $29.3K - $42.1K
3.2K $233K
CHRD
Oasis Petroleum Inc.

Energy
390
+ 25.08%
$99.37 - $114.13 $38.8K - $44.5K
1.95K $193K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
1.11K
+ 224.8%
$32.71 - $37.2 $36.2K - $41.1K
1.6K $59K
JOBY
Joby Aviation, Inc.

Industrials
1.78K
+ 70.24%
$9.81 - $20.39 $17.5K - $36.4K
4.32K $69K
BZ
Kanzhun LTD

Industrials
470
+ 8.03%
$17.5 - $24.91 $8.23K - $11.7K
6.32K $147K
OACP
Unified Ser Tr Oneascent Core

ETFs
1.89K
New
$22.56 - $23.26 $42.6K - $43.9K
1.89K $43K
JCI
Johnson Controls International PLC

Industrials
120
+ 1.76%
$103.24 - $111.73 $12.4K - $13.4K
6.95K $764K
BCS
Barclays PLC

Financial Services
833
+ 6.53%
$17.88 - $21.05 $14.9K - $17.5K
13.6K $280K
SNPS
Synopsys Inc

Technology
116
+ 15.47%
$387.78 - $645.35 $45K - $74.9K
866 $427K
Activity Summary
Buys All Purchases 2229 New Holdings 280 Increased Positions 1949 Sells All Sells 1596 Reductions 1595 Sold out 1 Options Calls 1 Puts 0
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