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
PFFA
Etfis Ser Tr I

ETFs
1.5K
+ 50.0%
$20.94 - $22.43 $31.4K - $33.6K
4.5K $97K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
29
+ 0.37%
$39.06 - $43.42 $1.13K - $1.26K
7.86K $341K
OMF
One Main Holdings, Inc.

Financial Services
619
+ 55.12%
$55.61 - $62.61 $34.4K - $38.8K
1.74K $98K
NGVT
Ingevity Corp

Basic Materials
254
+ 15.72%
$40.4 - $60.74 $10.3K - $15.4K
1.87K $103K
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
49
+ 6.46%
$167.19 - $219.52 $8.19K - $10.8K
807 $177K
SHW
Sherwin Williams CO

Basic Materials
82
+ 3.68%
$330.88 - $375.23 $27.1K - $30.8K
2.31K $799K
CVE
Cenovus Energy Inc.

Energy
1.02K
+ 20.79%
$13.87 - $17.81 $14.2K - $18.2K
5.93K $100K
CDE
Coeur Mining, Inc.

Basic Materials
23
+ 0.68%
$8.68 - $18.76 $200 - $431
3.39K $63K
KTB
Kontoor Brands, Inc.

Consumer Cyclical
164
+ 11.16%
$54.83 - $84.09 $8.99K - $13.8K
1.63K $130K
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
81
+ 8.98%
$105.93 - $131.8 $8.58K - $10.7K
983 $129K
CBT
Cabot Corp

Basic Materials
419
+ 51.54%
$72.0 - $82.94 $30.2K - $34.8K
1.23K $93K
USB
Us Bancorp \De\

Financial Services
101
+ 1.1%
$43.94 - $50.41 $4.44K - $5.09K
9.32K $450K
PJUL
Innovator U.S. Equity Power Bu

ETFs
500
+ 9.26%
$43.83 - $45.64 $21.9K - $22.8K
5.9K $269K
BEKE
Ke Holdings Inc.

Real Estate
1.49K
+ 39.09%
$17.51 - $20.36 $26.1K - $30.3K
5.3K $100K
TGRW
T Rowe Price Exchange Traded F

Technology
661
+ 82.52%
$41.52 - $46.07 $27.4K - $30.5K
1.46K $66K
GWRE
Guidewire Software, Inc.

Technology
163
+ 19.69%
$207.82 - $261.88 $33.9K - $42.7K
991 $227K
HCSG
Healthcare Services Group Inc

Healthcare
1.63K
+ 74.57%
$12.69 - $16.83 $20.7K - $27.4K
3.82K $64K
HWM
Howmet Aerospace Inc.

Industrials
69
+ 3.8%
$171.0 - $196.23 $11.8K - $13.5K
1.88K $369K
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
620
+ 25.09%
$39.89 - $42.76 $24.7K - $26.5K
3.09K $130K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
3K
+ 66.67%
$9.6 - $10.5 $28.8K - $31.5K
7.5K $77K
AVPT
Ave Point, Inc.

Technology
3.72K
+ 69.6%
$14.33 - $19.31 $53.3K - $71.8K
9.06K $135K
MT
Arcelor Mittal

Basic Materials
566
+ 23.37%
$30.39 - $36.94 $17.2K - $20.9K
2.99K $108K
ENS
Ener Sys

Industrials
153
+ 27.72%
$86.09 - $112.96 $13.2K - $17.3K
705 $79K
TDG
Trans Digm Group Inc

Industrials
67
+ 24.19%
$1271.04 - $1620.83 $85.2K - $109K
344 $453K
FAF
First American Financial Corp

Financial Services
457
+ 50.11%
$54.73 - $68.13 $25K - $31.1K
1.37K $87K
L
Loews Corp

Financial Services
66
+ 2.27%
$89.82 - $100.39 $5.93K - $6.63K
2.98K $298K
U
Unity Software Inc.

Technology
533
+ 81.5%
$24.01 - $46.53 $12.8K - $24.8K
1.19K $47K
GNTX
Gentex Corp

Consumer Cyclical
104
+ 2.3%
$22.66 - $29.06 $2.36K - $3.02K
4.62K $130K
INSM
Insmed Inc

Healthcare
14
+ 2.11%
$96.14 - $147.2 $1.35K - $2.06K
678 $97K
TCBI
Texas Capital Bancshares Inc

Financial Services
327
+ 43.83%
$79.46 - $89.73 $26K - $29.3K
1.07K $90K
KURA
Kura Oncology, Inc.

Healthcare
3.07K
+ 392.84%
$5.54 - $9.05 $17K - $27.8K
3.85K $34K
STT
State Street Corp

Financial Services
166
+ 15.56%
$102.01 - $117.25 $16.9K - $19.5K
1.23K $143K
FTS
Fortis Inc.

Utilities
415
+ 14.3%
$46.83 - $50.85 $19.4K - $21.1K
3.32K $168K
SVM
Silvercorp Metals Inc

Basic Materials
3.93K
+ 163.44%
$4.3 - $6.32 $16.9K - $24.8K
6.33K $40K
RKT
Rocket Companies, Inc.

Financial Services
1.33K
+ 159.74%
$13.31 - $21.16 $17.7K - $28.1K
2.16K $41K
VNT
Vontier Corp

Technology
252
+ 6.46%
$37.48 - $43.71 $9.44K - $11K
4.16K $174K
RVT
Royce Value Trust, Inc.

Financial Services
1.75K
+ 100.0%
$14.94 - $16.5 $26.1K - $28.9K
3.5K $56K
NMR
Nomura Holdings Inc

Financial Services
1.85K
+ 7.75%
$6.28 - $7.56 $11.6K - $14K
25.8K $187K
PHG
Koninklijke Philips Nv

Healthcare
232
+ 3.25%
$23.84 - $28.62 $5.53K - $6.64K
7.36K $200K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.87K
+ 42.01%
$25.09 - $33.65 $47K - $63K
6.33K $163K
VRSN
Verisign Inc

Technology
205
+ 6.99%
$263.02 - $305.98 $53.9K - $62.7K
3.14K $876K
CSTM
Constellium Se

Basic Materials
2K
+ 578.61%
$13.08 - $16.36 $26.2K - $32.8K
2.35K $34K
ALK
Alaska Air Group, Inc.

Industrials
558
+ 24.52%
$49.73 - $63.86 $27.7K - $35.6K
2.83K $141K
FIVE
Five Below, Inc

Consumer Cyclical
75
+ 9.93%
$128.78 - $155.44 $9.66K - $11.7K
830 $128K
CM
Canadian Imperial Bank Of Commerce

Financial Services
161
+ 8.94%
$71.11 - $81.68 $11.4K - $13.2K
1.96K $156K
WWD
Woodward, Inc.

Industrials
98
+ 15.56%
$237.33 - $266.1 $23.3K - $26.1K
728 $183K
LPL
Lg Display Co., Ltd.

Technology
1.14K
+ 8.85%
$3.31 - $5.23 $3.76K - $5.95K
14K $72K
AFG
American Financial Group Inc

Financial Services
91
+ 11.48%
$122.42 - $145.72 $11.1K - $13.3K
884 $128K
HCI
Hci Group, Inc.

Financial Services
105
+ 48.39%
$137.88 - $191.93 $14.5K - $20.2K
322 $61K
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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