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
CADE
Cadence Bank

Financial Services
4.18K
+ 185.7%
$33.44 - $38.12 $140K - $159K
6.43K $241K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
2.61K
+ 6.33%
$50.73 - $52.47 $132K - $137K
43.8K $2.29M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
2.42K
+ 6.42%
$42.43 - $45.05 $103K - $109K
40.2K $1.77M
TSN
Tyson Foods, Inc.

Consumer Defensive
3.25K
+ 46.76%
$52.3 - $57.69 $170K - $188K
10.2K $554K
PNR
Pentair PLC

Industrials
1.14K
+ 23.67%
$100.62 - $112.59 $115K - $128K
5.95K $658K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
376
+ 1.25%
$54.35 - $59.32 $20.4K - $22.3K
30.4K $1.8M
ZM
Zoom Video Communications, Inc.

Technology
1.75K
+ 40.82%
$69.77 - $86.83 $122K - $152K
6.02K $496K
AVEM
American Centy ETF Tr Avantis

ETFs
1.39K
+ 15.61%
$68.33 - $75.41 $95.3K - $105K
10.3K $775K
PRIM
Primoris Services Corp

Industrials
581
+ 42.07%
$79.61 - $137.33 $46.3K - $79.8K
1.96K $269K
CB
Chubb LTD

Financial Services
703
+ 14.52%
$265.99 - $289.59 $187K - $204K
5.54K $1.56M
HAS
Hasbro, Inc.

Consumer Cyclical
1.99K
+ 42.58%
$73.92 - $81.85 $147K - $163K
6.65K $504K
OEF
Ishares S&P 100 ETF

ETFs
598
+ 15.24%
N/A
4.52K $1.2M
NVT
N Vent Electric PLC

Industrials
359
+ 7.34%
$72.16 - $100.25 $25.9K - $36K
5.25K $517K
BAH
Booz Allen Hamilton Holding Corp

Industrials
1.63K
+ 113.72%
$97.53 - $115.95 $158K - $188K
3.05K $305K
WST
West Pharmaceutical Services Inc

Healthcare
507
+ 112.92%
$210.08 - $279.1 $107K - $142K
956 $250K
HII
Huntington Ingalls Industries, Inc.

Industrials
462
+ 126.58%
$246.31 - $287.91 $114K - $133K
827 $238K
RMBS
Rambus Inc

Technology
1.13K
+ 145.05%
$62.85 - $107.38 $70.8K - $121K
1.9K $198K
TER
Teradyne, Inc

Technology
34
+ 1.12%
$90.15 - $137.64 $3.07K - $4.68K
3.06K $421K
ITA
Ishares Tr

ETFs
484
+ 20.9%
$184.73 - $209.26 $89.4K - $101K
2.8K $585K
FLEX
Flex Ltd.

Technology
2.21K
+ 83.67%
$48.49 - $59.33 $107K - $131K
4.86K $281K
ILF
Ishares Latin America 40 ETF

ETFs
5.04K
+ 633.17%
$24.77 - $28.98 $125K - $146K
5.84K $168K
BPOP
Popular, Inc.

Financial Services
795
+ 28.91%
$111.3 - $128.04 $88.5K - $102K
3.55K $450K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
5.69K
+ 15.03%
$22.89 - $23.7 $130K - $135K
43.6K $1.03M
OVV
Ovintiv Inc.

Energy
3.46K
+ 104.82%
$38.53 - $43.17 $133K - $149K
6.76K $272K
NFG
National Fuel Gas CO

Energy
1.52K
+ 165.61%
$82.19 - $93.72 $125K - $142K
2.43K $224K
JBHT
Hunt J B Transport Services Inc

Industrials
1.27K
+ 49.28%
$130.65 - $154.66 $166K - $196K
3.84K $515K
HUBS
Hubspot Inc

Technology
372
+ 117.35%
$420.79 - $560.9 $157K - $209K
689 $322K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
815
+ 3.13%
$42.67 - $46.91 $34.8K - $38.2K
26.9K $1.26M
CNC
Centene Corp

Healthcare
7.81K
+ 107.63%
$25.21 - $56.65 $197K - $443K
15.1K $537K
NTNX
Nutanix, Inc.

Technology
1.99K
+ 52.81%
$66.06 - $81.12 $131K - $161K
5.76K $428K
AIT
Applied Industrial Technologies Inc

Industrials
366
+ 23.51%
$242.14 - $275.72 $88.6K - $101K
1.92K $501K
NDAQ
Nasdaq, Inc.

Financial Services
1.67K
+ 21.53%
$86.73 - $96.94 $145K - $162K
9.44K $834K
EXLS
Exl Service Holdings, Inc.

Technology
3.14K
+ 109.05%
$41.4 - $45.43 $130K - $143K
6.03K $265K
TRMB
Trimble Inc.

Technology
1.44K
+ 45.25%
$76.46 - $85.24 $110K - $122K
4.61K $376K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.36K
+ 4703.45%
$96.22 - $98.19 $131K - $134K
1.39K $136K
DELL
Dell Technologies Inc.

Technology
584
+ 22.6%
$120.96 - $141.77 $70.6K - $82.8K
3.17K $449K
PSTG
Pure Storage, Inc.

Technology
583
+ 18.2%
$54.47 - $88.29 $31.8K - $51.5K
3.79K $317K
SAM
Boston Beer CO Inc

Consumer Defensive
623
+ 5663.64%
$191.38 - $226.97 $119K - $141K
634 $134K
BK
Bank Of New York Mellon Corp

Financial Services
474
+ 10.68%
$90.65 - $109.75 $43K - $52K
4.91K $535K
LOW
Lowes Companies Inc

Consumer Cyclical
55
+ 1.42%
$215.01 - $273.02 $11.8K - $15K
3.92K $983K
AKAM
Akamai Technologies Inc

Technology
1.38K
+ 118.49%
N/A
2.54K $230K
SAN
Banco Santander, S.A.

Financial Services
5.09K
+ 15.48%
$8.27 - $10.48 $42.1K - $53.3K
37.9K $397K
UAL
United Airlines Holdings, Inc.

Industrials
525
+ 12.27%
$80.05 - $109.36 $42K - $57.4K
4.8K $463K
WPM
Wheaton Precious Metals Corp.

Basic Materials
498
+ 16.37%
$86.72 - $111.84 $43.2K - $55.7K
3.54K $396K
UGA
United States Gasoline Fund, LP

ETFs
1.92K
New
$61.18 - $66.21 $117K - $127K
1.92K $123K
DAL
Delta Air Lines, Inc.

Industrials
490
+ 3.95%
$49.0 - $61.97 $24K - $30.4K
12.9K $731K
IDV
Ishares Tr

ETFs
793
+ 1.74%
$34.54 - $37.28 $27.4K - $29.6K
46.3K $1.69M
MO
Altria Group, Inc.

Consumer Defensive
656
+ 6.38%
$57.75 - $67.68 $37.9K - $44.4K
10.9K $722K
IQV
Iqvia Holdings Inc.

Healthcare
134
+ 4.61%
$157.68 - $200.82 $21.1K - $26.9K
3.04K $577K
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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