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
SMB
Vaneck Short Muni ETF

ETFs
5.51K
+ 45.67%
$17.24 - $17.48 $95K - $96.3K
17.6K $306K
MLM
Martin Marietta Materials Inc

Basic Materials
121
+ 46.54%
$546.36 - $631.12 $66.1K - $76.4K
381 $240K
BNDX
Vanguard Total International B

ETFs
2.36K
+ 0.63%
$49.0 - $49.51 $116K - $117K
376K $18.6M
CDNS
Cadence Design Systems Inc

Technology
103
+ 7.2%
$309.46 - $373.37 $31.9K - $38.5K
1.53K $538K
EA
Electronic Arts Inc.

Communication Services
50
+ 2.43%
$147.79 - $202.05 $7.39K - $10.1K
2.11K $425K
IGV
Ishares Expanded Tech Software

ETFs
842
+ 1079.49%
$105.96 - $117.79 $89.2K - $99.2K
920 $105K
LDOS
Leidos Holdings, Inc.

Technology
288
+ 21.8%
$159.2 - $188.96 $45.8K - $54.4K
1.61K $304K
ENB
Enbridge Inc

Energy
611
+ 4.83%
$43.79 - $50.46 $26.8K - $30.8K
13.3K $669K
ESTC
Elastic N.V.

Technology
1.12K
+ 53.13%
$72.54 - $92.3 $81.3K - $103K
3.23K $272K
DUK
Duke Energy Corp

Utilities
341
+ 3.7%
$116.31 - $125.93 $39.7K - $42.9K
9.56K $1.18M
NTAP
Net App, Inc.

Technology
430
+ 11.93%
$101.1 - $126.36 $43.5K - $54.3K
4.03K $477K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
3.69K
New
$24.65 - $24.98 $90.9K - $92.2K
3.69K $92K
EWS
Ishares Inc Msci Singapore ETF

ETFs
1.72K
+ 9.44%
$25.8 - $29.15 $44.5K - $50.2K
20K $565K
VTR
Ventas, Inc.

Real Estate
982
+ 30.17%
$62.76 - $69.99 $61.6K - $68.7K
4.24K $296K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
2.23K
+ 9.42%
$37.14 - $37.85 $82.9K - $84.4K
25.9K $979K
STEP
Step Stone Group Inc.

Financial Services
1.21K
+ 97.65%
$55.47 - $67.35 $67K - $81.3K
2.44K $159K
DRD
Drdgold LTD

Basic Materials
1.07K
+ 24.79%
$13.32 - $28.41 $14.3K - $30.4K
5.39K $148K
MTZ
Mastec Inc

Industrials
221
+ 21.52%
$168.23 - $212.81 $37.2K - $47K
1.25K $265K
FVD
First Tr Value Line Divid Inde

ETFs
1.57K
+ 13.91%
$44.73 - $46.86 $70K - $73.4K
12.8K $593K
HST
Host Hotels & Resorts, Inc.

Real Estate
4.72K
+ 100.11%
$15.27 - $17.68 $72.1K - $83.5K
9.44K $160K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
1.57K
+ 1.49%
$50.82 - $51.09 $79.9K - $80.3K
107K $5.46M
YOU
Clear Secure, Inc.

Technology
1.98K
+ 55.55%
$27.98 - $38.03 $55.4K - $75.3K
5.55K $185K
TNGX
Tango Therapeutics, Inc.

Healthcare
22
+ 0.08%
$4.96 - $8.53 $109 - $188
26.7K $223K
HLI
Houlihan Lokey, Inc.

Financial Services
128
+ 5.34%
$181.55 - $209.19 $23.2K - $26.8K
2.53K $518K
G
Genpact LTD

Technology
2.21K
+ 84.49%
$41.06 - $46.13 $90.8K - $102K
4.83K $202K
ARW
Arrow Electronics Inc

Technology
852
+ 31.86%
$114.66 - $133.24 $97.7K - $114K
3.53K $426K
RY
Royal Bank Of Canada

Financial Services
74
+ 1.55%
$128.46 - $148.6 $9.51K - $11K
4.84K $712K
PH
Parker Hannifin Corp

Industrials
27
+ 2.43%
$697.13 - $769.67 $18.8K - $20.8K
1.14K $862K
CAG
Conagra Brands Inc.

Consumer Defensive
6.02K
+ 50.34%
$18.04 - $21.14 $109K - $127K
18K $329K
REYN
Reynolds Consumer Products Inc.

Consumer Cyclical
2.77K
+ 50.83%
$21.49 - $24.47 $59.6K - $67.9K
8.23K $201K
ADI
Analog Devices Inc

Technology
245
+ 7.79%
$220.68 - $255.63 $54.1K - $62.6K
3.39K $833K
XSHQ
Invesco ETF Tr Ii S&P Smallcap

ETFs
1.97K
New
$40.51 - $44.74 $80K - $88.3K
1.97K $84K
HALO
Halozyme Therapeutics, Inc.

Healthcare
364
+ 13.56%
$52.92 - $78.28 $19.3K - $28.5K
3.05K $223K
SOXX
Ishares Semiconductor ETF

ETFs
251
+ 51.22%
$236.93 - $271.12 $59.5K - $68.1K
741 $200K
IONQ
Ion Q, Inc.

Technology
1.09K
+ 131.65%
$36.79 - $75.14 $40.2K - $82.2K
1.93K $118K
WEC
Wec Energy Group, Inc.

Utilities
516
+ 22.44%
$103.66 - $114.59 $53.5K - $59.1K
2.82K $322K
VMC
Vulcan Materials CO

Basic Materials
59
+ 4.3%
$260.62 - $307.62 $15.4K - $18.1K
1.43K $439K
HCA
Hca Healthcare, Inc.

Healthcare
115
+ 15.31%
$334.32 - $426.2 $38.4K - $49K
866 $369K
DD
Du Pont De Nemours, Inc.

Basic Materials
628
+ 18.59%
$69.9 - $78.26 $43.9K - $49.1K
4.01K $312K
PRI
Primerica, Inc.

Financial Services
288
+ 92.9%
$255.46 - $285.58 $73.6K - $82.2K
598 $165K
AN
Autonation, Inc.

Consumer Cyclical
201
+ 11.19%
$189.27 - $227.18 $38K - $45.7K
2K $437K
LVS
Las Vegas Sands Corp

Consumer Cyclical
1.07K
+ 49.95%
$47.38 - $57.71 $50.8K - $61.9K
3.22K $173K
MAN
Manpower Group Inc.

Industrials
2.23K
+ 125.61%
$37.33 - $45.7 $83.1K - $102K
4K $151K
CPB
Campbell Soup CO

Consumer Defensive
2.49K
+ 214.85%
$30.41 - $34.03 $75.7K - $84.7K
3.65K $115K
HPE
Hewlett Packard Enterprise CO

Technology
653
+ 4.27%
$19.81 - $25.24 $12.9K - $16.5K
15.9K $391K
PSN
Parsons Corp

Industrials
670
+ 32.4%
$72.77 - $82.92 $48.8K - $55.6K
2.74K $227K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
196
+ 3.12%
$133.48 - $144.38 $26.2K - $28.3K
6.49K $924K
MWA
Mueller Water Products, Inc.

Industrials
2.88K
+ 89.86%
$23.94 - $27.39 $68.9K - $78.9K
6.08K $155K
AME
Ametek Inc

Industrials
321
+ 12.72%
$176.44 - $192.03 $56.6K - $61.6K
2.84K $534K
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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