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
ALHC
Alignment Healthcare, Inc.

Healthcare
585
+ 66.03%
$11.64 - $17.53 $6.81K - $10.3K
1.47K $25K
MOFG
Mid West One Financial Group, Inc.

Financial Services
456
+ 113.43%
$26.73 - $30.69 $12.2K - $14K
858 $24K
IAG
Iamgold Corp

Basic Materials
518
+ 45.52%
$6.74 - $12.93 $3.49K - $6.7K
1.66K $21K
DFAR
Dimensional ETF Tr Dimensional

ETFs
517
+ 81.16%
$22.9 - $24.1 $11.8K - $12.5K
1.15K $27K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
230
+ 10.66%
$30.8 - $37.14 $7.08K - $8.54K
2.39K $81K
GRFS
Grifols Sa

Healthcare
565
+ 6.87%
$8.87 - $10.85 $5.01K - $6.13K
8.78K $87K
NRZ
New Residential Investment Corp.

Real Estate
1.82K
+ 27.34%
N/A
8.47K $61K
BTG
B2 Gold Corp

Basic Materials
1.68K
+ 48.89%
$3.32 - $4.96 $5.57K - $8.33K
5.11K $25K
RNST
Renasant Corp

Financial Services
349
+ 68.7%
$35.52 - $39.77 $12.4K - $13.9K
857 $31K
IPGP
Ipg Photonics Corp

Technology
65
+ 8.74%
$71.05 - $84.98 $4.62K - $5.52K
809 $64K
TBK
Triumph Bancorp, Inc.

Financial Services
209
+ 66.77%
N/A
522 $33K
MC
Moelis & CO

Financial Services
111
+ 18.59%
$64.0 - $77.75 $7.1K - $8.63K
708 $50K
TRN
Trinity Industries Inc

Industrials
353
+ 16.74%
$23.3 - $29.03 $8.22K - $10.2K
2.46K $69K
ENR
Energizer Holdings, Inc.

Industrials
405
+ 61.46%
$21.07 - $29.86 $8.53K - $12.1K
1.06K $26K
UEC
Uranium Energy Corp

Energy
547
+ 65.9%
$5.92 - $13.89 $3.24K - $7.6K
1.38K $18K
TD
Toronto Dominion Bank

Financial Services
119
+ 18.98%
$72.55 - $79.95 $8.63K - $9.51K
746 $59K
SQ
Block, Inc.

Technology
196
+ 59.04%
N/A
528 $30K
DLX
Deluxe Corp

Communication Services
418
+ 34.57%
$15.59 - $20.08 $6.52K - $8.39K
1.63K $31K
OIS
Oil States International, Inc

Energy
1.14K
+ 16.54%
$4.88 - $6.33 $5.55K - $7.2K
8.01K $48K
FBK
Fb Financial Corp

Financial Services
54
+ 6.25%
$46.72 - $56.0 $2.52K - $3.02K
918 $51K
VRRM
Verra Mobility Corp

Industrials
526
+ 35.21%
$23.49 - $25.65 $12.4K - $13.5K
2.02K $49K
GTES
Gates Industrial Corp PLC

Industrials
282
+ 9.49%
$23.38 - $26.14 $6.59K - $7.37K
3.25K $80K
NESR
National Energy Services Reunited Corp.

Energy
1.17K
New
$5.96 - $10.54 $6.97K - $12.3K
1.17K $12K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
509
+ 2313.64%
$22.06 - $23.31 $11.2K - $11.9K
531 $12K
RRX
Regal Rexnord Corp

Industrials
79
+ 42.47%
$137.95 - $159.91 $10.9K - $12.6K
265 $38K
EURN
Euronav Nv

Energy
806
+ 42.67%
N/A
2.7K $41K
CRC
California Resources Corp

Energy
11
+ 0.75%
$46.11 - $57.82 $507 - $636
1.49K $79K
MIR
Mirion Technologies, Inc.

Industrials
414
+ 25.21%
$19.79 - $24.6 $8.19K - $10.2K
2.06K $47K
MQ
Marqeta, Inc.

Technology
2.33K
+ 379.61%
$5.28 - $6.83 $12.3K - $15.9K
2.94K $15K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
294
+ 31.14%
$9.83 - $19.88 $2.89K - $5.84K
1.24K $21K
ROIV
Roivant Sciences Ltd.

Healthcare
242
+ 11.05%
$10.74 - $15.28 $2.6K - $3.7K
2.43K $36K
VIPS
Vipshop Holdings LTD

Consumer Cyclical
297
+ 22.53%
$14.96 - $19.64 $4.44K - $5.83K
1.62K $31K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
140
+ 1.54%
$47.18 - $48.17 $6.61K - $6.74K
9.22K $442K
CVCO
Cavco Industries Inc.

Consumer Cyclical
8
+ 16.67%
$403.12 - $585.63 $3.22K - $4.69K
56 $32K
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
60
+ 6.82%
$164.12 - $188.32 $9.85K - $11.3K
940 $163K
RDN
Radian Group Inc

Financial Services
310
+ 16.67%
$32.61 - $37.23 $10.1K - $11.5K
2.17K $78K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
40
+ 22.22%
$43.07 - $91.37 $1.72K - $3.65K
220 $20K
BWX
Spdr Bloomberg International T

ETFs
548
New
$22.58 - $23.5 $12.4K - $12.9K
548 $12K
LNT
Alliant Energy Corp

Utilities
7
+ 0.44%
$60.76 - $67.41 $425 - $472
1.59K $107K
FLS
Flowserve Corp

Industrials
157
+ 3.9%
$51.98 - $57.7 $8.16K - $9.06K
4.18K $222K
AXSM
Axsome Therapeutics, Inc.

Healthcare
41
+ 13.06%
$100.39 - $129.29 $4.12K - $5.3K
355 $43K
VIV
Telefonica Brasil S.A.

Communication Services
379
+ 7.95%
$10.79 - $12.8 $4.09K - $4.85K
5.15K $65K
YUM
Yum Brands Inc

Consumer Cyclical
28
+ 1.64%
$139.5 - $153.94 $3.91K - $4.31K
1.73K $263K
MGY
Magnolia Oil & Gas Corp

Energy
386
+ 27.85%
$22.5 - $25.26 $8.69K - $9.75K
1.77K $42K
PG
Procter & Gamble CO

Consumer Defensive
524
+ 4.27%
$150.47 - $161.22 $78.8K - $84.5K
12.8K $1.96M
WFRD
Weatherford International PLC

Energy
11
+ 1.98%
$52.14 - $69.61 $574 - $766
567 $38K
SLF
Sun Life Financial Inc

Financial Services
372
+ 21.45%
$56.54 - $66.41 $21K - $24.7K
2.11K $126K
AA
Alcoa Corp

Basic Materials
124
+ 6.08%
$28.4 - $33.85 $3.52K - $4.2K
2.16K $71K
HWC
Hancock Whitney Corp

Financial Services
45
+ 2.79%
$57.63 - $64.31 $2.59K - $2.89K
1.66K $103K
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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