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
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
3K
+ 66.67%
$9.6 - $10.5 $28.8K - $31.5K
7.5K $77K
AVPT
Ave Point, Inc.

Technology
3.72K
+ 69.6%
$14.33 - $19.31 $53.3K - $71.8K
9.06K $135K
MT
Arcelor Mittal

Basic Materials
566
+ 23.37%
$30.39 - $36.94 $17.2K - $20.9K
2.99K $108K
ENS
Ener Sys

Industrials
153
+ 27.72%
$86.09 - $112.96 $13.2K - $17.3K
705 $79K
TDG
Trans Digm Group Inc

Industrials
67
+ 24.19%
$1271.04 - $1620.83 $85.2K - $109K
344 $453K
FAF
First American Financial Corp

Financial Services
457
+ 50.11%
$54.73 - $68.13 $25K - $31.1K
1.37K $87K
L
Loews Corp

Financial Services
66
+ 2.27%
$89.82 - $100.39 $5.93K - $6.63K
2.98K $298K
U
Unity Software Inc.

Technology
533
+ 81.5%
$24.01 - $46.53 $12.8K - $24.8K
1.19K $47K
GNTX
Gentex Corp

Consumer Cyclical
104
+ 2.3%
$22.66 - $29.06 $2.36K - $3.02K
4.62K $130K
INSM
Insmed Inc

Healthcare
14
+ 2.11%
$96.14 - $147.2 $1.35K - $2.06K
678 $97K
KURA
Kura Oncology, Inc.

Healthcare
3.07K
+ 392.84%
$5.54 - $9.05 $17K - $27.8K
3.85K $34K
STT
State Street Corp

Financial Services
166
+ 15.56%
$102.01 - $117.25 $16.9K - $19.5K
1.23K $143K
FTS
Fortis Inc.

Utilities
415
+ 14.3%
$46.83 - $50.85 $19.4K - $21.1K
3.32K $168K
SVM
Silvercorp Metals Inc

Basic Materials
3.93K
+ 163.44%
$4.3 - $6.32 $16.9K - $24.8K
6.33K $40K
RKT
Rocket Companies, Inc.

Financial Services
1.33K
+ 159.74%
$13.31 - $21.16 $17.7K - $28.1K
2.16K $41K
VNT
Vontier Corp

Technology
252
+ 6.46%
$37.48 - $43.71 $9.44K - $11K
4.16K $174K
RVT
Royce Value Trust, Inc.

Financial Services
1.75K
+ 100.0%
$14.94 - $16.5 $26.1K - $28.9K
3.5K $56K
NMR
Nomura Holdings Inc

Financial Services
1.85K
+ 7.75%
$6.28 - $7.56 $11.6K - $14K
25.8K $187K
PHG
Koninklijke Philips Nv

Healthcare
232
+ 3.25%
$23.84 - $28.62 $5.53K - $6.64K
7.36K $200K
BBWI
Bath & Body Works, Inc.

Consumer Cyclical
1.87K
+ 42.01%
$25.09 - $33.65 $47K - $63K
6.33K $163K
VRSN
Verisign Inc

Technology
205
+ 6.99%
$263.02 - $305.98 $53.9K - $62.7K
3.14K $876K
CSTM
Constellium Se

Basic Materials
2K
+ 578.61%
$13.08 - $16.36 $26.2K - $32.8K
2.35K $34K
ALK
Alaska Air Group, Inc.

Industrials
558
+ 24.52%
$49.73 - $63.86 $27.7K - $35.6K
2.83K $141K
FIVE
Five Below, Inc

Consumer Cyclical
75
+ 9.93%
$128.78 - $155.44 $9.66K - $11.7K
830 $128K
CM
Canadian Imperial Bank Of Commerce

Financial Services
161
+ 8.94%
$71.11 - $81.68 $11.4K - $13.2K
1.96K $156K
WWD
Woodward, Inc.

Industrials
98
+ 15.56%
$237.33 - $266.1 $23.3K - $26.1K
728 $183K
LPL
Lg Display Co., Ltd.

Technology
1.14K
+ 8.85%
$3.31 - $5.23 $3.76K - $5.95K
14K $72K
AFG
American Financial Group Inc

Financial Services
91
+ 11.48%
$122.42 - $145.72 $11.1K - $13.3K
884 $128K
HCI
Hci Group, Inc.

Financial Services
105
+ 48.39%
$137.88 - $191.93 $14.5K - $20.2K
322 $61K
REXR
Rexford Industrial Realty, Inc.

Real Estate
241
+ 7.41%
$35.43 - $43.53 $8.54K - $10.5K
3.49K $143K
VRNS
Varonis Systems Inc

Technology
348
+ 28.69%
$49.58 - $59.83 $17.3K - $20.8K
1.56K $89K
JLL
Jones Lang Lasalle Inc

Real Estate
23
+ 4.61%
$248.95 - $319.66 $5.73K - $7.35K
522 $155K
PEGA
Pegasystems Inc

Technology
228
+ 4.99%
$49.75 - $60.39 $11.3K - $13.8K
4.8K $275K
WBS
Webster Financial Corp

Financial Services
174
+ 5.12%
$55.19 - $62.92 $9.6K - $10.9K
3.57K $212K
NI
Nisource Inc.

Utilities
177
+ 2.82%
$39.0 - $43.33 $6.9K - $7.67K
6.44K $279K
EGP
Eastgroup Properties Inc

Real Estate
137
+ 7.39%
$159.46 - $169.88 $21.8K - $23.3K
1.99K $336K
PINS
Pinterest, Inc.

Communication Services
2.33K
+ 17.67%
$32.17 - $39.17 $74.8K - $91.1K
15.5K $498K
LNG
Cheniere Energy, Inc.

Energy
170
+ 11.37%
$222.68 - $244.28 $37.9K - $41.5K
1.67K $391K
IXUS
Ishares Tr

ETFs
167
+ 6.61%
$76.35 - $82.58 $12.8K - $13.8K
2.69K $222K
AGI
Alamos Gold Inc

Basic Materials
581
+ 69.58%
$24.3 - $34.86 $14.1K - $20.3K
1.42K $49K
ARMK
Aramark

Industrials
1.03K
+ 27.74%
$37.46 - $44.15 $38.6K - $45.5K
4.75K $182K
DCI
Donaldson CO Inc

Industrials
9
+ 0.44%
$69.82 - $82.14 $628 - $739
2.04K $167K
MMM
3 M CO

Industrials
99
+ 2.56%
$144.41 - $160.2 $14.3K - $15.9K
3.97K $616K
NTES
Net Ease, Inc.

Communication Services
114
+ 21.03%
$127.31 - $159.34 $14.5K - $18.2K
656 $99K
TRU
Trans Union

Industrials
344
+ 65.15%
$83.78 - $99.22 $28.8K - $34.1K
872 $73K
DORM
Dorman Products, Inc.

Consumer Cyclical
114
+ 48.31%
$119.13 - $166.34 $13.6K - $19K
350 $54K
DTE
Dte Energy CO

Utilities
105
+ 8.35%
$130.26 - $141.49 $13.7K - $14.9K
1.36K $192K
CBOE
Cboe Global Markets, Inc.

Financial Services
63
+ 7.43%
$231.35 - $253.24 $14.6K - $16K
911 $223K
VONG
Vanguard Russell 1000 Growth E

ETFs
1
+ 0.04%
$108.08 - $121.73 $108 - $122
2.36K $284K
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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