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
INFA
Informatica Inc.

Technology
705
+ 81.13%
$24.21 - $24.95 $17.1K - $17.6K
1.57K $39K
MATV
Schweitzer Mauduit International Inc

Basic Materials
873
+ 50.06%
$6.26 - $12.74 $5.46K - $11.1K
2.62K $29K
PCTY
Paylocity Holding Corp

Technology
181
+ 38.92%
$159.27 - $190.36 $28.8K - $34.5K
646 $102K
CRL
Charles River Laboratories International, Inc.

Healthcare
104
+ 50.98%
$145.57 - $178.99 $15.1K - $18.6K
308 $48K
GIII
G Iii Apparel Group LTD

Consumer Cyclical
591
+ 105.16%
$23.08 - $27.63 $13.6K - $16.3K
1.15K $30K
CABO
Cable One, Inc.

Communication Services
90
+ 180.0%
$119.56 - $177.68 $10.8K - $16K
140 $24K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
1.27K
+ 31.18%
$12.9 - $13.59 $16.4K - $17.2K
5.34K $71K
RPM
Rpm International Inc

Basic Materials
108
+ 21.22%
$110.07 - $128.23 $11.9K - $13.8K
617 $72K
HOG
Harley Davidson, Inc.

Consumer Cyclical
549
+ 138.99%
$22.95 - $31.03 $12.6K - $17K
944 $26K
AER
Aer Cap Holdings N.V.

Industrials
99
+ 8.66%
$107.25 - $124.42 $10.6K - $12.3K
1.24K $150K
BCE
Bce Inc

Communication Services
480
+ 11.11%
$22.63 - $25.74 $10.9K - $12.4K
4.8K $112K
MOB
Mobilicom LTD

Technology
21
+ 0.88%
$2.6 - $10.2 $54.6 - $214
2.4K $22K
OC
Owens Corning

Industrials
91
+ 7.15%
$136.56 - $157.69 $12.4K - $14.3K
1.36K $192K
GTLS
Chart Industries Inc

Industrials
71
+ 95.95%
$162.6 - $200.28 $11.5K - $14.2K
145 $29K
BEN
Franklin Resources Inc

Financial Services
740
+ 129.14%
$23.13 - $26.03 $17.1K - $19.3K
1.31K $30K
SKM
Sk Telecom CO LTD

Communication Services
1.22K
+ 21.28%
$21.47 - $23.79 $26.2K - $29K
6.95K $150K
BKE
Buckle Inc

Consumer Cyclical
75
+ 7.84%
$46.95 - $61.58 $3.52K - $4.62K
1.03K $60K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
293
+ 3.98%
$50.85 - $51.35 $14.9K - $15K
7.66K $392K
SIMO
Silicon Motion Technology Corp

Technology
47
+ 8.08%
$71.17 - $95.06 $3.34K - $4.47K
629 $59K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
480
+ 59.78%
$24.02 - $27.91 $11.5K - $13.4K
1.28K $35K
BY
Byline Bancorp, Inc.

Financial Services
546
+ 99.45%
$25.49 - $29.44 $13.9K - $16.1K
1.1K $30K
CNQ
Canadian Natural Resources LTD

Energy
426
+ 9.44%
$29.31 - $32.93 $12.5K - $14K
4.94K $157K
GLDM
World Gold Trust

ETFs
145
+ 34.61%
$64.73 - $76.45 $9.39K - $11.1K
564 $43K
BXP
Boston Properties Inc

Real Estate
116
+ 10.36%
$62.11 - $78.93 $7.2K - $9.16K
1.24K $91K
KRC
Kilroy Realty Corp

Real Estate
10
+ 0.53%
$34.55 - $44.44 $346 - $444
1.9K $80K
GSL
Global Ship Lease, Inc.

Industrials
431
+ 77.24%
$26.17 - $33.06 $11.3K - $14.2K
989 $30K
CNO
Cno Financial Group, Inc.

Financial Services
377
+ 32.06%
$35.49 - $40.41 $13.4K - $15.2K
1.55K $61K
KELYA
Kelly Services Inc

Industrials
1.14K
+ 128.98%
$12.07 - $14.64 $13.7K - $16.6K
2.02K $26K
UNF
Unifirst Corp

Industrials
115
+ 75.16%
$165.27 - $190.41 $19K - $21.9K
268 $44K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
1.31K
+ 18.58%
$9.62 - $11.02 $12.6K - $14.4K
8.35K $84K
AAON
Aaon, Inc.

Industrials
101
+ 30.24%
$72.08 - $94.26 $7.28K - $9.52K
435 $40K
CMPR
Cimpress PLC

Communication Services
118
+ 22.65%
$43.33 - $63.47 $5.11K - $7.49K
639 $40K
COLM
Columbia Sportswear CO

Consumer Cyclical
411
+ 60.18%
$49.3 - $64.28 $20.3K - $26.4K
1.09K $57K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
289
+ 545.28%
$52.12 - $55.33 $15.1K - $16K
342 $18K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
3.5K
+ 33.33%
$5.25 - $5.71 $18.4K - $20K
14K $74K
SKYW
Skywest Inc

Industrials
165
+ 26.4%
$100.62 - $123.72 $16.6K - $20.4K
790 $79K
H
Hyatt Hotels Corp

Consumer Cyclical
107
+ 98.17%
$135.01 - $152.25 $14.4K - $16.3K
216 $30K
FITB
Fifth Third Bancorp

Financial Services
145
+ 5.97%
$40.91 - $46.28 $5.93K - $6.71K
2.57K $114K
PPL
Ppl Corp

Utilities
7
+ 0.15%
$33.54 - $37.24 $235 - $261
4.7K $174K
MTRN
Materion Corp

Basic Materials
4
+ 1.15%
$80.72 - $122.12 $323 - $488
352 $42K
VLY
Valley National Bancorp

Financial Services
453
+ 7.7%
$9.18 - $11.1 $4.16K - $5.03K
6.34K $67K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1K
+ 20.0%
$12.41 - $13.11 $12.4K - $13.1K
6K $78K
SJW
Sjw Group

Utilities
289
+ 54.12%
N/A
823 $42K
ZGN
Ermenegildo Zegna N.V.

Consumer Cyclical
1.57K
+ 319.27%
$7.71 - $9.68 $12.1K - $15.2K
2.07K $19K
WPC
W. P. Carey Inc.

Real Estate
17
+ 0.65%
$61.29 - $68.7 $1.04K - $1.17K
2.63K $177K
WDFC
Wd 40 CO

Basic Materials
99
+ 63.06%
$195.27 - $233.16 $19.3K - $23.1K
256 $50K
NTRS
Northern Trust Corp

Financial Services
32
+ 2.37%
$123.6 - $134.6 $3.96K - $4.31K
1.38K $186K
RMD
Resmed Inc

Healthcare
10
+ 1.33%
$252.01 - $293.73 $2.52K - $2.94K
760 $208K
JBLU
Jetblue Airways Corp

Industrials
2.73K
+ 152.29%
$4.23 - $5.49 $11.5K - $15K
4.52K $22K
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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