Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2025

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HMY
Harmony Gold Mining CO LTD

Basic Materials
128
+ 1.22%
$12.61 - $18.25 $1.61K - $2.34K
10.6K $193K
TYL
Tyler Technologies Inc

Technology
140
+ 36.46%
$522.22 - $611.76 $73.1K - $85.6K
524 $274K
LEN
Lennar Corp

Consumer Cyclical
50
+ 1.9%
$107.73 - $142.4 $5.39K - $7.12K
2.68K $337K
BE
Bloom Energy Corp

Industrials
1
+ 0.13%
$22.13 - $86.27 $22.1 - $86.3
777 $65K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
767
+ 3.78%
$46.86 - $48.27 $35.9K - $37K
21K $1.01M
CRDO
Credo Technology Group Holding LTD

Technology
142
+ 28.34%
$87.59 - $172.31 $12.4K - $24.5K
643 $93K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2K
+ 142.86%
$24.0 - $27.1 $48K - $54.2K
3.4K $84K
LAMR
Lamar Advertising CO

Real Estate
354
+ 13.02%
$114.98 - $128.82 $40.7K - $45.6K
3.07K $376K
LOGI
Logitech International S.A.

Technology
107
+ 6.01%
$89.67 - $113.08 $9.59K - $12.1K
1.89K $206K
PLXS
Plexus Corp

Technology
277
+ 48.26%
$118.29 - $145.34 $32.8K - $40.3K
851 $123K
BTI
British American Tobacco P.L.C.

Consumer Defensive
260
+ 4.63%
$46.69 - $59.27 $12.1K - $15.4K
5.87K $311K
FCFS
First Cash Holdings, Inc.

Financial Services
31
+ 1.77%
$120.08 - $158.42 $3.72K - $4.91K
1.78K $282K
EHC
Encompass Health Corp

Healthcare
213
+ 4.78%
$107.13 - $127.02 $22.8K - $27.1K
4.67K $592K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
28
+ 1.43%
$225.11 - $247.9 $6.3K - $6.94K
1.99K $491K
APA
Apa Corp

Energy
870
+ 21.26%
$18.06 - $24.69 $15.7K - $21.5K
4.96K $120K
SYF
Synchrony Financial

Financial Services
342
+ 6.78%
$67.53 - $76.86 $23.1K - $26.3K
5.39K $382K
IHG
Intercontinental Hotels Group PLC

Consumer Cyclical
323
+ 34.62%
$114.67 - $124.98 $37K - $40.4K
1.26K $152K
CARG
Car Gurus, Inc.

Communication Services
1.04K
+ 63.21%
$29.11 - $37.85 $30.2K - $39.2K
2.68K $99K
FUTU
Futu Holdings LTD

Financial Services
45
+ 6.25%
$120.32 - $194.74 $5.41K - $8.76K
765 $133K
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
252
+ 9.3%
$109.55 - $124.15 $27.6K - $31.3K
2.96K $347K
NVS
Novartis Ag

Healthcare
180
+ 5.96%
$113.5 - $129.73 $20.4K - $23.4K
3.2K $410K
D
Dominion Energy, Inc

Utilities
235
+ 3.58%
$56.32 - $62.1 $13.2K - $14.6K
6.81K $416K
AFRM
Affirm Holdings, Inc.

Technology
457
+ 16.69%
$64.05 - $92.18 $29.3K - $42.1K
3.2K $233K
CHRD
Oasis Petroleum Inc.

Energy
390
+ 25.08%
$99.37 - $114.13 $38.8K - $44.5K
1.95K $193K
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
1.11K
+ 224.8%
$32.71 - $37.2 $36.2K - $41.1K
1.6K $59K
JOBY
Joby Aviation, Inc.

Industrials
1.78K
+ 70.24%
$9.81 - $20.39 $17.5K - $36.4K
4.32K $69K
BZ
Kanzhun LTD

Industrials
470
+ 8.03%
$17.5 - $24.91 $8.23K - $11.7K
6.32K $147K
JCI
Johnson Controls International PLC

Industrials
120
+ 1.76%
$103.24 - $111.73 $12.4K - $13.4K
6.95K $764K
BCS
Barclays PLC

Financial Services
833
+ 6.53%
$17.88 - $21.05 $14.9K - $17.5K
13.6K $280K
SNPS
Synopsys Inc

Technology
116
+ 15.47%
$387.78 - $645.35 $45K - $74.9K
866 $427K
RJF
Raymond James Financial Inc

Financial Services
119
+ 10.05%
$154.64 - $176.43 $18.4K - $21K
1.3K $224K
GPS
Gap Inc

Consumer Cyclical
2.11K
+ 30.03%
N/A
9.12K $183K
ADUS
Addus Home Care Corp

Healthcare
340
+ 60.61%
$104.96 - $118.41 $35.7K - $40.3K
901 $106K
AFL
Aflac Inc

Financial Services
114
+ 2.4%
$98.09 - $111.7 $11.2K - $12.7K
4.86K $542K
ESI
Element Solutions Inc

Basic Materials
779
+ 8.52%
$23.13 - $26.99 $18K - $21K
9.93K $249K
GVA
Granite Construction Inc

Industrials
60
+ 2.73%
$92.28 - $111.29 $5.54K - $6.68K
2.26K $247K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
809
+ 7.74%
$45.26 - $46.63 $36.6K - $37.7K
11.3K $520K
RYN
Rayonier Inc

Real Estate
403
+ 5.63%
$22.68 - $27.11 $9.14K - $10.9K
7.56K $200K
WTW
Willis Towers Watson PLC

Financial Services
7
+ 0.71%
$301.83 - $345.45 $2.11K - $2.42K
996 $344K
ELAN
Elanco Animal Health Inc

Healthcare
183
+ 2.87%
$13.68 - $20.14 $2.5K - $3.69K
6.56K $132K
FRT
Federal Realty Investment Trust

Real Estate
358
+ 51.88%
$90.61 - $102.67 $32.4K - $36.8K
1.05K $106K
CIVI
Civitas Resources, Inc.

Energy
1.15K
+ 166.67%
$27.85 - $37.37 $32K - $43K
1.84K $59K
GPC
Genuine Parts CO

Consumer Cyclical
170
+ 16.92%
$122.23 - $142.77 $20.8K - $24.3K
1.18K $162K
PUK
Prudential PLC

Financial Services
915
+ 17.83%
$24.27 - $28.15 $22.2K - $25.8K
6.05K $169K
ZTO
Zto Express (Cayman) Inc.

Industrials
1.78K
+ 51.1%
$17.7 - $20.73 $31.6K - $37K
5.27K $101K
SNA
Snap On Inc

Industrials
69
+ 14.87%
$313.01 - $346.53 $21.6K - $23.9K
533 $184K
FOLD
Amicus Therapeutics, Inc.

Healthcare
3.86K
+ 86.67%
$5.84 - $8.57 $22.5K - $33.1K
8.32K $65K
BRBR
Bellring Brands, Inc.

Consumer Defensive
2.06K
+ 128.97%
$35.51 - $58.78 $73K - $121K
3.65K $132K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
119
+ 228.85%
$284.45 - $324.95 $33.8K - $38.7K
171 $54K
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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