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
BNL
Broadstone Net Lease, Inc.

Real Estate
1.05K
+ 24.64%
$15.75 - $18.78 $16.5K - $19.7K
5.31K $94K
CINF
Cincinnati Financial Corp

Financial Services
84
+ 6.0%
$145.8 - $158.1 $12.2K - $13.3K
1.49K $234K
ACLS
Axcelis Technologies Inc

Technology
134
+ 29.71%
$67.69 - $100.44 $9.07K - $13.5K
585 $57K
PFGC
Performance Food Group CO

Consumer Defensive
193
+ 29.29%
$88.19 - $102.08 $17K - $19.7K
852 $83K
EWBC
East West Bancorp Inc

Financial Services
108
+ 4.33%
$97.41 - $109.7 $10.5K - $11.8K
2.6K $276K
USFD
Us Foods Holding Corp.

Consumer Defensive
350
+ 7.08%
$76.35 - $84.68 $26.7K - $29.6K
5.29K $405K
TGNA
Tegna Inc

Communication Services
517
+ 13.05%
$15.04 - $21.28 $7.78K - $11K
4.48K $91K
BRSP
Bright Spire Capital, Inc.

Real Estate
3.71K
+ 32.41%
$4.91 - $5.94 $18.2K - $22K
15.2K $82K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
184
+ 12.93%
$185.65 - $214.38 $34.2K - $39.4K
1.61K $322K
APAM
Artisan Partners Asset Management Inc.

Financial Services
625
+ 24.56%
$43.4 - $48.34 $27.1K - $30.2K
3.17K $137K
WK
Workiva Inc

Technology
268
+ 217.89%
$63.83 - $86.08 $17.1K - $23.1K
391 $33K
IQLT
Ishares Msci Intl Quality Fact

ETFs
493
+ 17.38%
$41.43 - $44.2 $20.4K - $21.8K
3.33K $147K
PAAS
Pan American Silver Corp

Basic Materials
497
+ 93.6%
$27.02 - $38.81 $13.4K - $19.3K
1.03K $39K
THG
Hanover Insurance Group, Inc.

Financial Services
85
+ 11.71%
$162.08 - $182.1 $13.8K - $15.5K
811 $147K
VVR
Invesco Senior Income Trust

Financial Services
9.24K
+ 40.17%
$3.39 - $3.83 $31.3K - $35.4K
32.2K $111K
SU
Suncor Energy Inc

Energy
280
+ 10.5%
$37.83 - $43.02 $10.6K - $12K
2.95K $123K
AVY
Avery Dennison Corp

Industrials
179
+ 46.02%
$158.71 - $184.63 $28.4K - $33K
568 $92K
SSO
Proshares Ultra S&P 500

ETFs
13
+ 0.82%
$97.48 - $112.71 $1.27K - $1.47K
1.6K $179K
FOX
Fox Corp Cl B (De)

Communication Services
193
+ 8.39%
$49.06 - $57.29 $9.47K - $11.1K
2.49K $142K
PPC
Pilgrims Pride Corp

Consumer Defensive
1.5K
+ 17.21%
$40.22 - $50.41 $60.5K - $75.8K
10.2K $416K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1.5K
+ 27.27%
$13.32 - $14.12 $20K - $21.2K
7K $98K
VLUE
Ishares Msci Usa Value Factor

ETFs
159
+ 42.74%
$111.55 - $125.05 $17.7K - $19.9K
531 $66K
CRS
Carpenter Technology Corp

Industrials
155
+ 34.44%
$232.4 - $287.42 $36K - $44.6K
605 $148K
MTX
Minerals Technologies Inc

Basic Materials
314
+ 52.68%
$56.48 - $65.45 $17.7K - $20.6K
910 $56K
LITE
Lumentum Holdings Inc.

Technology
131
+ 363.89%
$90.44 - $171.5 $11.8K - $22.5K
167 $27K
IEX
Idex Corp

Industrials
225
+ 21.57%
$157.53 - $185.69 $35.4K - $41.8K
1.27K $206K
PTGX
Protagonist Therapeutics, Inc

Healthcare
314
+ 138.94%
$49.7 - $67.42 $15.6K - $21.2K
540 $35K
CELH
Celsius Holdings, Inc.

Consumer Defensive
174
+ 15.55%
$42.74 - $62.88 $7.44K - $10.9K
1.29K $74K
COMM
Comm Scope Holding Company, Inc.

Technology
356
+ 15.01%
$7.29 - $16.99 $2.6K - $6.05K
2.73K $42K
GMAB
Genmab A/S

Healthcare
64
+ 3.03%
$20.3 - $30.67 $1.3K - $1.96K
2.18K $66K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
364
+ 69.07%
N/A
891 $57K
FRSH
Freshworks Inc.

Technology
3.13K
+ 69.95%
$11.77 - $15.36 $36.9K - $48.1K
7.61K $89K
ESLT
Elbit Systems LTD

Industrials
18
+ 7.76%
$429.99 - $509.8 $7.74K - $9.18K
250 $127K
CYTK
Cytokinetics Inc

Healthcare
123
+ 16.06%
$33.23 - $54.96 $4.09K - $6.76K
889 $48K
MTD
Mettler Toledo International Inc

Healthcare
7
+ 2.44%
$1166.48 - $1324.06 $8.17K - $9.27K
294 $360K
AEIS
Advanced Energy Industries Inc

Industrials
62
+ 19.87%
$133.59 - $176.59 $8.28K - $10.9K
374 $63K
ASX
Ase Technology Holding Co., Ltd.

Technology
460
+ 2.03%
$9.5 - $11.71 $4.37K - $5.39K
23.2K $256K
DDOG
Datadog, Inc.

Technology
19
+ 0.79%
$124.52 - $155.15 $2.37K - $2.95K
2.42K $345K
AVUS
American Centy ETF Tr Avantis

ETFs
177
+ 49.44%
$101.2 - $109.16 $17.9K - $19.3K
535 $58K
LAD
Lithia Motors Inc

Consumer Cyclical
126
+ 15.35%
$284.47 - $356.6 $35.8K - $44.9K
947 $299K
NIC
Nicolet Bankshares Inc

Financial Services
145
+ 71.78%
$125.31 - $140.41 $18.2K - $20.4K
347 $46K
XPEV
Xpeng Inc.

Consumer Cyclical
389
+ 16.88%
$17.4 - $24.33 $6.77K - $9.46K
2.69K $63K
GRAB
Grab Holdings LTD

Technology
1.77K
+ 14.99%
$4.77 - $6.45 $8.43K - $11.4K
13.6K $81K
BLFY
Blue Foundry Bancorp

Financial Services
2.48K
+ 248000.0%
$8.39 - $9.87 $20.8K - $24.5K
2.48K $22K
OPCH
Option Care Health, Inc.

Healthcare
1.04K
+ 73.92%
$26.82 - $31.95 $27.9K - $33.2K
2.45K $67K
BURL
Burlington Stores, Inc.

Consumer Cyclical
25
+ 3.58%
$237.02 - $301.35 $5.93K - $7.53K
723 $184K
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
460
+ 107.73%
$45.54 - $48.43 $20.9K - $22.3K
887 $41K
FHI
Federated Hermes, Inc.

Financial Services
186
+ 11.87%
$44.78 - $54.1 $8.33K - $10.1K
1.75K $91K
MTG
Mgic Investment Corp

Financial Services
524
+ 3.92%
$25.06 - $28.92 $13.1K - $15.2K
13.9K $394K
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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