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
GSL
Global Ship Lease, Inc.

Industrials
431
+ 77.24%
$26.17 - $33.06 $11.3K - $14.2K
989 $30K
CNO
Cno Financial Group, Inc.

Financial Services
377
+ 32.06%
$35.49 - $40.41 $13.4K - $15.2K
1.55K $61K
KELYA
Kelly Services Inc

Industrials
1.14K
+ 128.98%
$12.07 - $14.64 $13.7K - $16.6K
2.02K $26K
UNF
Unifirst Corp

Industrials
115
+ 75.16%
$165.27 - $190.41 $19K - $21.9K
268 $44K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.31K
+ 18.58%
$9.62 - $11.02 $12.6K - $14.4K
8.35K $84K
AAON
Aaon, Inc.

Industrials
101
+ 30.24%
$72.08 - $94.26 $7.28K - $9.52K
435 $40K
CMPR
Cimpress PLC

Communication Services
118
+ 22.65%
$43.33 - $63.47 $5.11K - $7.49K
639 $40K
COLM
Columbia Sportswear CO

Consumer Cyclical
411
+ 60.18%
$49.3 - $64.28 $20.3K - $26.4K
1.09K $57K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
289
+ 545.28%
$52.12 - $55.33 $15.1K - $16K
342 $18K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
3.5K
+ 33.33%
$5.25 - $5.71 $18.4K - $20K
14K $74K
H
Hyatt Hotels Corp

Consumer Cyclical
107
+ 98.17%
$135.01 - $152.25 $14.4K - $16.3K
216 $30K
FITB
Fifth Third Bancorp

Financial Services
145
+ 5.97%
$40.91 - $46.28 $5.93K - $6.71K
2.57K $114K
PPL
Ppl Corp

Utilities
7
+ 0.15%
$33.54 - $37.24 $235 - $261
4.7K $174K
MTRN
Materion Corp

Basic Materials
4
+ 1.15%
$80.72 - $122.12 $323 - $488
352 $42K
VLY
Valley National Bancorp

Financial Services
453
+ 7.7%
$9.18 - $11.1 $4.16K - $5.03K
6.34K $67K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1K
+ 20.0%
$12.41 - $13.11 $12.4K - $13.1K
6K $78K
SJW
Sjw Group

Utilities
289
+ 54.12%
N/A
823 $42K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
1.57K
+ 319.27%
$7.71 - $9.68 $12.1K - $15.2K
2.07K $19K
WPC
W. P. Carey Inc.

Real Estate
17
+ 0.65%
$61.29 - $68.7 $1.04K - $1.17K
2.63K $177K
WDFC
Wd 40 CO

Basic Materials
99
+ 63.06%
$195.27 - $233.16 $19.3K - $23.1K
256 $50K
NTRS
Northern Trust Corp

Financial Services
32
+ 2.37%
$123.6 - $134.6 $3.96K - $4.31K
1.38K $186K
RMD
Resmed Inc

Healthcare
10
+ 1.33%
$252.01 - $293.73 $2.52K - $2.94K
760 $208K
JBLU
Jetblue Airways Corp

Industrials
2.73K
+ 152.29%
$4.23 - $5.49 $11.5K - $15K
4.52K $22K
BANF
Bancfirst Corp

Financial Services
105
+ 26.12%
$119.95 - $136.48 $12.6K - $14.3K
507 $64K
TTI
Tetra Technologies Inc

Energy
571
+ 13.73%
$3.23 - $5.89 $1.84K - $3.36K
4.73K $27K
ATRO
Astronics Corp

Industrials
55
+ 6.15%
$30.01 - $45.61 $1.65K - $2.51K
949 $43K
FHN
First Horizon Corp

Financial Services
95
+ 1.16%
$21.16 - $23.23 $2.01K - $2.21K
8.28K $187K
NXPI
Nxp Semiconductors N.V.

Technology
29
+ 3.73%
$205.16 - $239.07 $5.95K - $6.93K
806 $183K
AIZ
Assurant, Inc.

Financial Services
18
+ 3.43%
$184.56 - $218.69 $3.32K - $3.94K
543 $117K
SITM
Sitime Corp

Technology
23
+ 31.08%
$190.16 - $318.05 $4.37K - $7.32K
97 $29K
NJR
New Jersey Resources Corp

Utilities
207
+ 17.21%
$45.05 - $48.15 $9.33K - $9.97K
1.41K $67K
DOCS
Doximity, Inc.

Healthcare
114
+ 21.8%
$57.33 - $75.12 $6.54K - $8.56K
637 $46K
ICLR
Icon PLC

Healthcare
61
+ 68.54%
$139.63 - $195.01 $8.52K - $11.9K
150 $26K
ORA
Ormat Technologies, Inc.

Utilities
79
+ 15.11%
$84.64 - $96.25 $6.69K - $7.6K
602 $57K
CWEN
Clearway Energy, Inc.

Utilities
615
+ 80.81%
$27.89 - $32.98 $17.2K - $20.3K
1.38K $38K
MHO
M/I Homes, Inc.

Consumer Cyclical
33
+ 11.62%
$111.91 - $157.22 $3.69K - $5.19K
317 $45K
XLU
Utilities Sector Spdr

ETFs
19
+ 0.85%
$81.14 - $87.32 $1.54K - $1.66K
2.25K $195K
CCJ
Cameco Corp

Energy
92
+ 15.18%
$70.47 - $86.89 $6.48K - $7.99K
698 $58K
LYV
Live Nation Entertainment, Inc.

Communication Services
23
+ 2.88%
$143.56 - $174.06 $3.3K - $4K
821 $134K
RACE
Ferrari N.V.

Consumer Cyclical
36
+ 5.14%
$436.24 - $517.65 $15.7K - $18.6K
736 $357K
SPNS
Sapiens International Corp N V

Technology
227
+ 82.85%
$26.49 - $43.05 $6.01K - $9.77K
501 $21K
XPO
Xpo Logistics, Inc.

Industrials
95
+ 28.44%
$118.79 - $138.31 $11.3K - $13.1K
429 $55K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
134
+ 18.77%
$84.77 - $103.36 $11.4K - $13.9K
848 $72K
AMPY
Amplify Energy Corp.

Energy
286
+ 5.49%
$3.18 - $6.07 $909 - $1.74K
5.49K $29K
ICF
Ishares Tr

ETFs
203
+ 220.65%
$59.57 - $62.89 $12.1K - $12.8K
295 $18K
HCC
Warrior Met Coal, Inc.

Basic Materials
10
+ 1.47%
$44.39 - $64.22 $444 - $642
692 $44K
AAT
American Assets Trust, Inc.

Real Estate
585
+ 34.33%
$18.7 - $21.32 $10.9K - $12.5K
2.29K $46K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
92
+ 47.18%
$118.33 - $128.54 $10.9K - $11.8K
287 $36K
PNM
Pnm Resources Inc

Utilities
311
+ 20.35%
N/A
1.84K $76K
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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