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
REXR
Rexford Industrial Realty, Inc.

Real Estate
241
+ 7.41%
$35.43 - $43.53 $8.54K - $10.5K
3.49K $143K
VRNS
Varonis Systems Inc

Technology
348
+ 28.69%
$49.58 - $59.83 $17.3K - $20.8K
1.56K $89K
JLL
Jones Lang Lasalle Inc

Real Estate
23
+ 4.61%
$248.95 - $319.66 $5.73K - $7.35K
522 $155K
PEGA
Pegasystems Inc

Technology
228
+ 4.99%
$49.75 - $60.39 $11.3K - $13.8K
4.8K $275K
WBS
Webster Financial Corp

Financial Services
174
+ 5.12%
$55.19 - $62.92 $9.6K - $10.9K
3.57K $212K
NI
Nisource Inc.

Utilities
177
+ 2.82%
$39.0 - $43.33 $6.9K - $7.67K
6.44K $279K
EGP
Eastgroup Properties Inc

Real Estate
137
+ 7.39%
$159.46 - $169.88 $21.8K - $23.3K
1.99K $336K
PINS
Pinterest, Inc.

Communication Services
2.33K
+ 17.67%
$32.17 - $39.17 $74.8K - $91.1K
15.5K $498K
LNG
Cheniere Energy, Inc.

Energy
170
+ 11.37%
$222.68 - $244.28 $37.9K - $41.5K
1.67K $391K
IXUS
Ishares Tr

ETFs
167
+ 6.61%
$76.35 - $82.58 $12.8K - $13.8K
2.69K $222K
ARMK
Aramark

Industrials
1.03K
+ 27.74%
$37.46 - $44.15 $38.6K - $45.5K
4.75K $182K
DCI
Donaldson CO Inc

Industrials
9
+ 0.44%
$69.82 - $82.14 $628 - $739
2.04K $167K
MMM
3 M CO

Industrials
99
+ 2.56%
$144.41 - $160.2 $14.3K - $15.9K
3.97K $616K
NTES
Net Ease, Inc.

Communication Services
114
+ 21.03%
$127.31 - $159.34 $14.5K - $18.2K
656 $99K
TRU
Trans Union

Industrials
344
+ 65.15%
$83.78 - $99.22 $28.8K - $34.1K
872 $73K
DORM
Dorman Products, Inc.

Consumer Cyclical
114
+ 48.31%
$119.13 - $166.34 $13.6K - $19K
350 $54K
DTE
Dte Energy CO

Utilities
105
+ 8.35%
$130.26 - $141.49 $13.7K - $14.9K
1.36K $192K
CBOE
Cboe Global Markets, Inc.

Financial Services
63
+ 7.43%
$231.35 - $253.24 $14.6K - $16K
911 $223K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.04%
$108.08 - $121.73 $108 - $122
2.36K $284K
BNL
Broadstone Net Lease, Inc.

Real Estate
1.05K
+ 24.64%
$15.75 - $18.78 $16.5K - $19.7K
5.31K $94K
CINF
Cincinnati Financial Corp

Financial Services
84
+ 6.0%
$145.8 - $158.1 $12.2K - $13.3K
1.49K $234K
ACLS
Axcelis Technologies Inc

Technology
134
+ 29.71%
$67.69 - $100.44 $9.07K - $13.5K
585 $57K
PFGC
Performance Food Group CO

Consumer Defensive
193
+ 29.29%
$88.19 - $102.08 $17K - $19.7K
852 $83K
EWBC
East West Bancorp Inc

Financial Services
108
+ 4.33%
$97.41 - $109.7 $10.5K - $11.8K
2.6K $276K
USFD
Us Foods Holding Corp.

Consumer Defensive
350
+ 7.08%
$76.35 - $84.68 $26.7K - $29.6K
5.29K $405K
TGNA
Tegna Inc

Communication Services
517
+ 13.05%
$15.04 - $21.28 $7.78K - $11K
4.48K $91K
BRSP
Bright Spire Capital, Inc.

Real Estate
3.71K
+ 32.41%
$4.91 - $5.94 $18.2K - $22K
15.2K $82K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
184
+ 12.93%
$185.65 - $214.38 $34.2K - $39.4K
1.61K $322K
APAM
Artisan Partners Asset Management Inc.

Financial Services
625
+ 24.56%
$43.4 - $48.34 $27.1K - $30.2K
3.17K $137K
SF
Stifel Financial Corp

Financial Services
139
+ 14.27%
$105.26 - $116.4 $14.6K - $16.2K
1.11K $126K
WK
Workiva Inc

Technology
268
+ 217.89%
$63.83 - $86.08 $17.1K - $23.1K
391 $33K
IQLT
Ishares Msci Intl Quality Fact

ETFs
493
+ 17.38%
$41.43 - $44.2 $20.4K - $21.8K
3.33K $147K
PAAS
Pan American Silver Corp

Basic Materials
497
+ 93.6%
$27.02 - $38.81 $13.4K - $19.3K
1.03K $39K
THG
Hanover Insurance Group, Inc.

Financial Services
85
+ 11.71%
$162.08 - $182.1 $13.8K - $15.5K
811 $147K
VVR
Invesco Senior Income Trust

Financial Services
9.24K
+ 40.17%
$3.39 - $3.83 $31.3K - $35.4K
32.2K $111K
SU
Suncor Energy Inc

Energy
280
+ 10.5%
$37.83 - $43.02 $10.6K - $12K
2.95K $123K
AVY
Avery Dennison Corp

Industrials
179
+ 46.02%
$158.71 - $184.63 $28.4K - $33K
568 $92K
SSO
Proshares Ultra S&P 500

ETFs
13
+ 0.82%
$97.48 - $112.71 $1.27K - $1.47K
1.6K $179K
FOX
Fox Corp Cl B (De)

Communication Services
193
+ 8.39%
$49.06 - $57.29 $9.47K - $11.1K
2.49K $142K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.5K
+ 17.21%
$40.22 - $50.41 $60.5K - $75.8K
10.2K $416K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.5K
+ 27.27%
$13.32 - $14.12 $20K - $21.2K
7K $98K
VLUE
Ishares Msci Usa Value Factor

ETFs
159
+ 42.74%
$111.55 - $125.05 $17.7K - $19.9K
531 $66K
CRS
Carpenter Technology Corp

Industrials
155
+ 34.44%
$232.4 - $287.42 $36K - $44.6K
605 $148K
MTX
Minerals Technologies Inc

Basic Materials
314
+ 52.68%
$56.48 - $65.45 $17.7K - $20.6K
910 $56K
LITE
Lumentum Holdings Inc.

Technology
131
+ 363.89%
$90.44 - $171.5 $11.8K - $22.5K
167 $27K
IEX
Idex Corp

Industrials
225
+ 21.57%
$157.53 - $185.69 $35.4K - $41.8K
1.27K $206K
PTGX
Protagonist Therapeutics, Inc

Healthcare
314
+ 138.94%
$49.7 - $67.42 $15.6K - $21.2K
540 $35K
CELH
Celsius Holdings, Inc.

Consumer Defensive
174
+ 15.55%
$42.74 - $62.88 $7.44K - $10.9K
1.29K $74K
COMM
Comm Scope Holding Company, Inc.

Technology
356
+ 15.01%
$7.29 - $16.99 $2.6K - $6.05K
2.73K $42K
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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