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
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.65K
+ 12.2%
$29.55 - $32.52 $256K - $281K
79.6K $2.55M
DFAX
Dimensional ETF Tr
5.86K
+ 4.5%
$29.25 - $31.56 $171K - $185K
136K $4.27M
GS
Goldman Sachs Group Inc

Financial Services
10
+ 0.2%
$696.56 - $806.32 $6.97K - $8.06K
4.91K $3.91M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
5.66K
+ 6.12%
$42.39 - $44.63 $240K - $253K
98.2K $4.37M
BC
Brunswick Corp

Consumer Cyclical
4.23K
+ 19.97%
$56.64 - $66.85 $240K - $283K
25.4K $1.61M
SLV
I Shares Silver Trust

ETFs
3.19K
+ 10.42%
$32.73 - $42.5 $105K - $136K
33.9K $1.43M
MRK
Merck & Co., Inc.

Healthcare
4.12K
+ 24.54%
$77.6 - $87.37 $320K - $360K
20.9K $1.76M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.7K
+ 7.94%
$48.5 - $50.19 $325K - $336K
91.1K $4.56M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.15K
+ 6.62%
$139.82 - $155.45 $161K - $179K
18.5K $2.88M
UNH
Unitedhealth Group Inc

Healthcare
640
+ 11.05%
$237.77 - $353.61 $152K - $226K
6.43K $2.22M
GE
General Electric CO

Industrials
98
+ 1.12%
$244.75 - $305.63 $24K - $30K
8.86K $2.67M
WDC
Western Digital Corp

Technology
986
+ 19.05%
$63.84 - $120.06 $62.9K - $118K
6.16K $739K
CBRE
Cbre Group, Inc.

Real Estate
2.39K
+ 140.71%
$137.04 - $165.9 $327K - $396K
4.08K $642K
TLT
Ishares Barclays 20+ Year Trea

ETFs
4.39K
+ 49.08%
$85.01 - $90.35 $373K - $396K
13.3K $1.19M
BIBL
Northern Lts Fd Tr Iv

ETFs
3.09K
+ 3.7%
$41.43 - $44.43 $128K - $137K
86.7K $3.85M
PEP
Pepsico Inc

Consumer Defensive
2.28K
+ 25.98%
$133.81 - $152.16 $305K - $347K
11.1K $1.55M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
13.2K
+ 1285.81%
$28.15 - $30.13 $372K - $399K
14.3K $422K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
16.4K
+ 41.05%
$22.68 - $23.2 $372K - $381K
56.4K $1.3M
SCHO
Schwab Short Term Us Treasury

ETFs
15.6K
+ 44.49%
$24.23 - $24.42 $379K - $382K
50.8K $1.24M
NEM
Newmont Corp

Basic Materials
1.82K
+ 21.37%
$57.35 - $85.25 $104K - $155K
10.3K $872K
RE
Everest Re Group LTD

Financial Services
1.01K
+ 105.42%
N/A
1.97K $730K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.37K
+ 741.45%
$50.47 - $50.74 $372K - $374K
8.36K $424K
KLAC
Kla Corp

Technology
133
+ 10.58%
$843.9 - $1078.6 $112K - $143K
1.39K $1.5M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
693
+ 158.58%
$311.12 - $482.13 $216K - $334K
1.13K $515K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
616
+ 146.32%
$534.91 - $598.71 $330K - $369K
1.04K $583K
EXPE
Expedia Group, Inc.

Consumer Cyclical
1.07K
+ 36.37%
$171.01 - $228.24 $182K - $244K
4K $855K
FDX
Fedex Corp

Industrials
1.36K
+ 47.35%
$217.1 - $243.2 $295K - $331K
4.23K $997K
GM
General Motors CO

Consumer Cyclical
2.57K
+ 16.66%
$48.89 - $61.24 $126K - $157K
18K $1.1M
GDXJ
Vaneck ETF Tr Jr Gold Miners E

ETFs
500
+ 5.54%
$64.22 - $99.03 $32.1K - $49.5K
9.53K $943K
GD
General Dynamics Corp

Industrials
450
+ 12.55%
$293.92 - $341.0 $132K - $153K
4.04K $1.38M
INCY
Incyte Corp

Healthcare
1.75K
+ 16.04%
$67.27 - $86.96 $117K - $152K
12.6K $1.07M
CVS
Cvs Health Corp

Healthcare
3.23K
+ 24.75%
$58.75 - $76.5 $189K - $247K
16.3K $1.23M
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
1.18K
+ 8.46%
$68.94 - $86.3 $81.6K - $102K
15.2K $1.31M
MOH
Molina Healthcare, Inc.

Healthcare
2.34K
+ 202.77%
$152.31 - $306.29 $357K - $718K
3.5K $669K
BBY
Best Buy CO Inc

Consumer Cyclical
3.86K
+ 104.1%
$64.12 - $78.46 $247K - $303K
7.56K $571K
MTCH
Match Group, Inc.

Communication Services
9.04K
+ 1583.89%
$31.83 - $38.77 $288K - $351K
9.62K $339K
EFV
Msci Eafe Value ETF

ETFs
1.33K
+ 2.54%
$62.79 - $68.42 $83.8K - $91.3K
53.8K $3.65M
NET
Cloudflare, Inc.

Technology
722
+ 8.43%
$181.39 - $228.28 $131K - $165K
9.29K $1.99M
RTX
Raytheon Technologies Corp

Industrials
260
+ 2.03%
$144.19 - $167.33 $37.5K - $43.5K
13K $2.18M
CHWY
Chewy, Inc.

Consumer Cyclical
7.82K
+ 717.14%
$34.27 - $42.33 $268K - $331K
8.92K $360K
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.09K
+ 18.65%
$185.88 - $207.44 $202K - $226K
6.92K $1.39M
UPS
United Parcel Service Inc

Industrials
4.99K
+ 74.42%
$82.58 - $105.54 $412K - $527K
11.7K $976K
PULS
Pgim ETF Tr

ETFs
5.96K
+ 46.73%
$49.58 - $49.83 $295K - $297K
18.7K $932K
NBIX
Neurocrine Biosciences Inc

Healthcare
1.9K
+ 106.33%
$123.98 - $146.67 $235K - $279K
3.69K $517K
PSX
Phillips 66

Energy
1.23K
+ 17.94%
$118.37 - $139.46 $146K - $172K
8.09K $1.1M
VEEV
Veeva Systems Inc

Healthcare
836
+ 37.59%
$269.2 - $297.91 $225K - $249K
3.06K $911K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.81K
+ 388.8%
$92.18 - $95.14 $259K - $267K
3.53K $336K
APH
Amphenol Corp

Technology
417
+ 4.92%
$97.39 - $125.4 $40.6K - $52.3K
8.89K $1.1M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
288
+ 8.11%
$393.18 - $439.39 $113K - $127K
3.84K $1.67M
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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