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
GMAB
Genmab A/S

Healthcare
64
+ 3.03%
$20.3 - $30.67 $1.3K - $1.96K
2.18K $66K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
364
+ 69.07%
N/A
891 $57K
FRSH
Freshworks Inc.

Technology
3.13K
+ 69.95%
$11.77 - $15.36 $36.9K - $48.1K
7.61K $89K
ESLT
Elbit Systems LTD

Industrials
18
+ 7.76%
$429.99 - $509.8 $7.74K - $9.18K
250 $127K
CYTK
Cytokinetics Inc

Healthcare
123
+ 16.06%
$33.23 - $54.96 $4.09K - $6.76K
889 $48K
MTD
Mettler Toledo International Inc

Healthcare
7
+ 2.44%
$1166.48 - $1324.06 $8.17K - $9.27K
294 $360K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
1.09K
New
$20.22 - $21.71 $22.1K - $23.7K
1.09K $23K
AEIS
Advanced Energy Industries Inc

Industrials
62
+ 19.87%
$133.59 - $176.59 $8.28K - $10.9K
374 $63K
ASX
Ase Technology Holding Co., Ltd.

Technology
460
+ 2.03%
$9.5 - $11.71 $4.37K - $5.39K
23.2K $256K
DDOG
Datadog, Inc.

Technology
19
+ 0.79%
$124.52 - $155.15 $2.37K - $2.95K
2.42K $345K
LAD
Lithia Motors Inc

Consumer Cyclical
126
+ 15.35%
$284.47 - $356.6 $35.8K - $44.9K
947 $299K
NIC
Nicolet Bankshares Inc

Financial Services
145
+ 71.78%
$125.31 - $140.41 $18.2K - $20.4K
347 $46K
XPEV
Xpeng Inc.

Consumer Cyclical
389
+ 16.88%
$17.4 - $24.33 $6.77K - $9.46K
2.69K $63K
GRAB
Grab Holdings LTD

Technology
1.77K
+ 14.99%
$4.77 - $6.45 $8.43K - $11.4K
13.6K $81K
BLFY
Blue Foundry Bancorp

Financial Services
2.48K
+ 248000.0%
$8.39 - $9.87 $20.8K - $24.5K
2.48K $22K
OPCH
Option Care Health, Inc.

Healthcare
1.04K
+ 73.92%
$26.82 - $31.95 $27.9K - $33.2K
2.45K $67K
BURL
Burlington Stores, Inc.

Consumer Cyclical
25
+ 3.58%
$237.02 - $301.35 $5.93K - $7.53K
723 $184K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
460
+ 107.73%
$45.54 - $48.43 $20.9K - $22.3K
887 $41K
FHI
Federated Hermes, Inc.

Financial Services
186
+ 11.87%
$44.78 - $54.1 $8.33K - $10.1K
1.75K $91K
MTG
Mgic Investment Corp

Financial Services
524
+ 3.92%
$25.06 - $28.92 $13.1K - $15.2K
13.9K $394K
AR
Antero Resources Corp

Energy
1.26K
+ 42.29%
$29.87 - $37.66 $37.8K - $47.6K
4.25K $142K
MUSA
Murphy Usa Inc.

Consumer Cyclical
60
+ 88.24%
$361.83 - $435.43 $21.7K - $26.1K
128 $49K
FELE
Franklin Electric CO Inc

Industrials
211
+ 49.65%
$89.51 - $99.6 $18.9K - $21K
636 $60K
DG
Dollar General Corp

Consumer Defensive
617
+ 15.84%
$101.86 - $116.32 $62.8K - $71.8K
4.51K $466K
PFG
Principal Financial Group Inc

Financial Services
151
+ 6.63%
$75.53 - $82.95 $11.4K - $12.5K
2.43K $201K
ARCC
Ares Capital Corp

Financial Services
1.82K
+ 17.63%
$20.41 - $23.25 $37.1K - $42.2K
12.1K $247K
FNV
Franco Nevada Corp

Basic Materials
26
+ 9.81%
$154.4 - $222.91 $4.01K - $5.8K
291 $64K
OMC
Omnicom Group Inc.

Communication Services
25
+ 1.3%
$70.41 - $81.53 $1.76K - $2.04K
1.94K $158K
ATR
Aptargroup, Inc.

Healthcare
256
+ 45.31%
$130.82 - $161.82 $33.5K - $41.4K
821 $109K
TMHC
Taylor Morrison Home Corp

Consumer Cyclical
266
+ 29.65%
$59.28 - $71.9 $15.8K - $19.1K
1.16K $76K
SRPT
Sarepta Therapeutics, Inc.

Healthcare
1.09K
+ 7792.86%
$11.93 - $21.97 $13K - $24K
1.11K $21K
WSM
Williams Sonoma Inc

Consumer Cyclical
11
+ 1.96%
$163.62 - $210.2 $1.8K - $2.31K
572 $111K
HGV
Hilton Grand Vacations Inc.

Consumer Cyclical
468
+ 73.01%
$41.81 - $51.72 $19.6K - $24.2K
1.11K $46K
HRB
H&R Block Inc

Consumer Cyclical
482
+ 52.74%
$49.28 - $56.76 $23.8K - $27.4K
1.4K $70K
SPMD
Spdr Portfolio

ETFs
350
+ 145.83%
$54.43 - $58.29 $19.1K - $20.4K
590 $33K
MMSI
Merit Medical Systems Inc

Healthcare
361
+ 39.15%
$80.06 - $96.01 $28.9K - $34.7K
1.28K $106K
MSCI
Msci Inc.

Financial Services
58
+ 4.13%
$526.48 - $588.0 $30.5K - $34.1K
1.46K $830K
SWK
Stanley Black & Decker, Inc.

Industrials
188
+ 19.01%
$66.98 - $79.52 $12.6K - $14.9K
1.18K $87K
PD
Pager Duty, Inc.

Technology
1.15K
+ 251.97%
$14.62 - $17.17 $16.8K - $19.7K
1.61K $26K
TSEM
Tower Semiconductor LTD

Technology
18
+ 2.76%
$42.42 - $72.3 $764 - $1.3K
671 $48K
LSTR
Landstar System Inc

Industrials
200
+ 63.49%
$120.68 - $146.55 $24.1K - $29.3K
515 $63K
JXN
Jackson Financial Inc.

Financial Services
81
+ 8.89%
$84.06 - $103.8 $6.81K - $8.41K
992 $100K
CG
Carlyle Group Inc.

Financial Services
33
+ 2.12%
$52.82 - $69.35 $1.74K - $2.29K
1.59K $99K
CSQ
Calamos Strategic Total Return Fund

Financial Services
20
+ 0.11%
$18.02 - $19.56 $360 - $391
18.7K $360K
CCK
Crown Holdings Inc

Consumer Cyclical
460
+ 11.77%
$92.19 - $108.12 $42.4K - $49.7K
4.37K $422K
DDS
Dillard'S, Inc.

Consumer Cyclical
5
+ 5.62%
$425.73 - $623.76 $2.13K - $3.12K
94 $57K
ARWR
Arrowhead Pharmaceuticals, Inc.

Healthcare
15
+ 1.5%
$14.71 - $34.49 $221 - $517
1.02K $35K
AOS
Smith A O Corp

Industrials
167
+ 17.34%
$67.24 - $74.3 $11.2K - $12.4K
1.13K $82K
VFC
V F Corp

Consumer Cyclical
1.03K
+ 59.67%
$11.66 - $15.56 $12K - $16K
2.75K $39K
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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