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
HPQ
Hp Inc

Technology
2.04K
+ 25.25%
$24.45 - $29.35 $50K - $60K
10.1K $275K
NEU
Newmarket Corp

Basic Materials
68
+ 45.03%
$680.5 - $848.94 $46.3K - $57.7K
219 $181K
EBAY
Ebay Inc

Consumer Cyclical
36
+ 0.81%
$75.33 - $100.77 $2.71K - $3.63K
4.5K $408K
HUM
Humana Inc

Healthcare
213
+ 15.78%
$220.41 - $312.0 $46.9K - $66.5K
1.56K $406K
GNRC
Generac Holdings Inc.

Industrials
237
+ 16.64%
$146.61 - $202.85 $34.7K - $48.1K
1.66K $278K
RQI
Cohen & Steers Quality Income Realty Fund Inc

Financial Services
6K
+ 120.0%
$12.09 - $12.69 $72.5K - $76.1K
11K $137K
KD
Kyndryl Holdings, Inc.

Technology
3.02K
+ 227.73%
$28.94 - $43.41 $87.5K - $131K
4.35K $130K
MHK
Mohawk Industries Inc

Consumer Cyclical
377
+ 34.68%
$107.23 - $139.75 $40.4K - $52.7K
1.46K $188K
COLB
Columbia Banking System, Inc.

Financial Services
1.23K
+ 6.69%
$23.26 - $27.31 $28.5K - $33.5K
19.6K $503K
TRV
Travelers Companies, Inc.

Financial Services
182
+ 8.87%
$250.62 - $279.43 $45.6K - $50.9K
2.23K $623K
ROK
Rockwell Automation, Inc

Industrials
172
+ 21.53%
$328.67 - $358.52 $56.5K - $61.7K
971 $339K
W
Wayfair Inc.

Consumer Cyclical
475
+ 58.0%
$51.99 - $90.17 $24.7K - $42.8K
1.29K $115K
LFUS
Littelfuse Inc

Technology
219
+ 41.56%
$228.23 - $271.17 $50K - $59.4K
746 $193K
NYT
New York Times CO

Communication Services
1.17K
+ 21.24%
$51.43 - $61.95 $59.9K - $72.2K
6.65K $381K
CSX
Csx Corp

Industrials
1.2K
+ 11.5%
$32.05 - $36.52 $38.6K - $44K
11.7K $414K
PATK
Patrick Industries Inc

Consumer Cyclical
572
+ 49.44%
$95.3 - $116.04 $54.5K - $66.4K
1.73K $178K
DUOL
Duolingo, Inc.

Technology
362
+ 71.12%
$271.18 - $403.06 $98.2K - $146K
871 $280K
JPIE
J P Morgan Exchange Traded Fd
1.55K
+ 94.52%
$46.01 - $46.55 $71.4K - $72.2K
3.19K $148K
HMC
Honda Motor CO LTD

Consumer Cyclical
1.76K
+ 19.66%
$29.11 - $34.85 $51.3K - $61.4K
10.7K $330K
SHEL
Shell PLC

Energy
887
+ 13.61%
$69.82 - $73.93 $61.9K - $65.6K
7.4K $529K
CROX
Crocs, Inc.

Consumer Cyclical
1.04K
+ 120.19%
$74.39 - $108.79 $77.1K - $113K
1.9K $158K
ED
Consolidated Edison Inc

Utilities
703
+ 26.18%
$95.57 - $105.36 $67.2K - $74.1K
3.39K $340K
IDXX
Idexx Laboratories Inc

Healthcare
15
+ 2.48%
$514.61 - $682.78 $7.72K - $10.2K
621 $396K
AYI
Acuity Brands Inc

Industrials
86
+ 9.95%
$287.07 - $344.52 $24.7K - $29.6K
950 $327K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
5K
New
$13.38 - $14.14 $66.9K - $70.7K
5K $70K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
310
+ 0.84%
$31.79 - $33.42 $9.85K - $10.4K
37.2K $1.24M
FFIV
F5, Inc.

Technology
153
+ 22.05%
$290.76 - $334.59 $44.5K - $51.2K
847 $273K
PDD
Pinduoduo Inc.

Consumer Cyclical
170
+ 10.23%
$102.41 - $134.86 $17.4K - $22.9K
1.83K $242K
TREX
Trex CO Inc

Industrials
1.32K
+ 662.31%
$50.48 - $68.49 $66.5K - $90.3K
1.52K $78K
UPWK
Upwork, Inc

Industrials
2.73K
+ 77.9%
$11.75 - $20.07 $32.1K - $54.8K
6.23K $115K
CPRT
Copart Inc

Consumer Cyclical
2.1K
+ 32.43%
$44.6 - $49.97 $93.7K - $105K
8.58K $386K
LECO
Lincoln Electric Holdings Inc

Industrials
138
+ 11.64%
$210.22 - $247.76 $29K - $34.2K
1.32K $312K
TXT
Textron Inc

Industrials
613
+ 16.96%
$77.02 - $87.21 $47.2K - $53.5K
4.23K $357K
AZZ
Azz Inc

Industrials
495
+ 53.0%
$96.74 - $119.54 $47.9K - $59.2K
1.43K $155K
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
2.05K
+ 29.54%
$25.43 - $27.31 $52.1K - $55.9K
8.98K $245K
AEM
Agnico Eagle Mines LTD

Basic Materials
122
+ 13.13%
$116.14 - $168.56 $14.2K - $20.6K
1.05K $177K
CFG
Citizens Financial Group Inc

Financial Services
219
+ 3.34%
$46.1 - $53.65 $10.1K - $11.7K
6.78K $360K
AXTA
Axalta Coating Systems Ltd.

Basic Materials
2.44K
+ 69.75%
$27.79 - $32.38 $67.9K - $79.1K
5.94K $170K
WTS
Watts Water Technologies Inc

Industrials
196
+ 57.82%
$247.02 - $285.86 $48.4K - $56K
535 $149K
BMO
Bank Of Montreal

Financial Services
10
+ 0.3%
$110.44 - $130.66 $1.1K - $1.31K
3.31K $431K
IT
Gartner Inc

Technology
658
+ 86.81%
$225.98 - $406.7 $149K - $268K
1.42K $372K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
173
+ 3.68%
$71.86 - $87.45 $12.4K - $15.1K
4.88K $406K
RRC
Range Resources Corp

Energy
1.97K
+ 67.16%
$32.79 - $39.33 $64.6K - $77.4K
4.9K $184K
DOV
Dover Corp

Industrials
545
+ 35.39%
$165.59 - $190.9 $90.2K - $104K
2.09K $347K
BMY
Bristol Myers Squibb CO

Healthcare
1.63K
+ 21.96%
$43.31 - $48.98 $70.7K - $79.9K
9.06K $408K
ORI
Old Republic International Corp

Financial Services
411
+ 3.57%
$35.74 - $42.47 $14.7K - $17.5K
11.9K $507K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
644
+ 49.09%
$87.05 - $93.19 $56.1K - $60K
1.96K $181K
FAST
Fastenal CO

Industrials
322
+ 4.68%
$42.47 - $50.39 $13.7K - $16.2K
7.2K $352K
BIIB
Biogen Inc.

Healthcare
243
+ 12.13%
$122.68 - $148.84 $29.8K - $36.2K
2.25K $314K
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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