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
BANF
Bancfirst Corp

Financial Services
105
+ 26.12%
$119.95 - $136.48 $12.6K - $14.3K
507 $64K
TTI
Tetra Technologies Inc

Energy
571
+ 13.73%
$3.23 - $5.89 $1.84K - $3.36K
4.73K $27K
ATRO
Astronics Corp

Industrials
55
+ 6.15%
$30.01 - $45.61 $1.65K - $2.51K
949 $43K
FHN
First Horizon Corp

Financial Services
95
+ 1.16%
$21.16 - $23.23 $2.01K - $2.21K
8.28K $187K
NXPI
Nxp Semiconductors N.V.

Technology
29
+ 3.73%
$205.16 - $239.07 $5.95K - $6.93K
806 $183K
AIZ
Assurant, Inc.

Financial Services
18
+ 3.43%
$184.56 - $218.69 $3.32K - $3.94K
543 $117K
SITM
Sitime Corp

Technology
23
+ 31.08%
$190.16 - $318.05 $4.37K - $7.32K
97 $29K
NJR
New Jersey Resources Corp

Utilities
207
+ 17.21%
$45.05 - $48.15 $9.33K - $9.97K
1.41K $67K
DOCS
Doximity, Inc.

Healthcare
114
+ 21.8%
$57.33 - $75.12 $6.54K - $8.56K
637 $46K
ICLR
Icon PLC

Healthcare
61
+ 68.54%
$139.63 - $195.01 $8.52K - $11.9K
150 $26K
CWEN
Clearway Energy, Inc.

Utilities
615
+ 80.81%
$27.89 - $32.98 $17.2K - $20.3K
1.38K $38K
MHO
M/I Homes, Inc.

Consumer Cyclical
33
+ 11.62%
$111.91 - $157.22 $3.69K - $5.19K
317 $45K
XLU
Utilities Sector Spdr

ETFs
19
+ 0.85%
$81.14 - $87.32 $1.54K - $1.66K
2.25K $195K
CCJ
Cameco Corp

Energy
92
+ 15.18%
$70.47 - $86.89 $6.48K - $7.99K
698 $58K
LYV
Live Nation Entertainment, Inc.

Communication Services
23
+ 2.88%
$143.56 - $174.06 $3.3K - $4K
821 $134K
RACE
Ferrari N.V.

Consumer Cyclical
36
+ 5.14%
$436.24 - $517.65 $15.7K - $18.6K
736 $357K
SPNS
Sapiens International Corp N V

Technology
227
+ 82.85%
$26.49 - $43.05 $6.01K - $9.77K
501 $21K
XPO
Xpo Logistics, Inc.

Industrials
95
+ 28.44%
$118.79 - $138.31 $11.3K - $13.1K
429 $55K
ANF
Abercrombie & Fitch CO

Consumer Cyclical
134
+ 18.77%
$84.77 - $103.36 $11.4K - $13.9K
848 $72K
AMPY
Amplify Energy Corp.

Energy
286
+ 5.49%
$3.18 - $6.07 $909 - $1.74K
5.49K $29K
ICF
Ishares Tr

ETFs
203
+ 220.65%
$59.57 - $62.89 $12.1K - $12.8K
295 $18K
HCC
Warrior Met Coal, Inc.

Basic Materials
10
+ 1.47%
$44.39 - $64.22 $444 - $642
692 $44K
AAT
American Assets Trust, Inc.

Real Estate
585
+ 34.33%
$18.7 - $21.32 $10.9K - $12.5K
2.29K $46K
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
92
+ 47.18%
$118.33 - $128.54 $10.9K - $11.8K
287 $36K
PNM
Pnm Resources Inc

Utilities
311
+ 20.35%
N/A
1.84K $76K
ALHC
Alignment Healthcare, Inc.

Healthcare
585
+ 66.03%
$11.64 - $17.53 $6.81K - $10.3K
1.47K $25K
MOFG
Mid West One Financial Group, Inc.

Financial Services
456
+ 113.43%
$26.73 - $30.69 $12.2K - $14K
858 $24K
IAG
Iamgold Corp

Basic Materials
518
+ 45.52%
$6.74 - $12.93 $3.49K - $6.7K
1.66K $21K
DFAR
Dimensional ETF Tr Dimensional

ETFs
517
+ 81.16%
$22.9 - $24.1 $11.8K - $12.5K
1.15K $27K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
230
+ 10.66%
$30.8 - $37.14 $7.08K - $8.54K
2.39K $81K
GRFS
Grifols Sa

Healthcare
565
+ 6.87%
$8.87 - $10.85 $5.01K - $6.13K
8.78K $87K
NRZ
New Residential Investment Corp.

Real Estate
1.82K
+ 27.34%
N/A
8.47K $61K
BTG
B2 Gold Corp

Basic Materials
1.68K
+ 48.89%
$3.32 - $4.96 $5.57K - $8.33K
5.11K $25K
RNST
Renasant Corp

Financial Services
349
+ 68.7%
$35.52 - $39.77 $12.4K - $13.9K
857 $31K
IPGP
Ipg Photonics Corp

Technology
65
+ 8.74%
$71.05 - $84.98 $4.62K - $5.52K
809 $64K
ARDX
Ardelyx, Inc.

Healthcare
1.02K
+ 21.28%
$3.92 - $6.64 $3.98K - $6.75K
5.79K $31K
TBK
Triumph Bancorp, Inc.

Financial Services
209
+ 66.77%
N/A
522 $33K
MC
Moelis & CO

Financial Services
111
+ 18.59%
$64.0 - $77.75 $7.1K - $8.63K
708 $50K
TRN
Trinity Industries Inc

Industrials
353
+ 16.74%
$23.3 - $29.03 $8.22K - $10.2K
2.46K $69K
ENR
Energizer Holdings, Inc.

Industrials
405
+ 61.46%
$21.07 - $29.86 $8.53K - $12.1K
1.06K $26K
UEC
Uranium Energy Corp

Energy
547
+ 65.9%
$5.92 - $13.89 $3.24K - $7.6K
1.38K $18K
TD
Toronto Dominion Bank

Financial Services
119
+ 18.98%
$72.55 - $79.95 $8.63K - $9.51K
746 $59K
SQ
Block, Inc.

Technology
196
+ 59.04%
N/A
528 $30K
DLX
Deluxe Corp

Communication Services
418
+ 34.57%
$15.59 - $20.08 $6.52K - $8.39K
1.63K $31K
OIS
Oil States International, Inc

Energy
1.14K
+ 16.54%
$4.88 - $6.33 $5.55K - $7.2K
8.01K $48K
FBK
Fb Financial Corp

Financial Services
54
+ 6.25%
$46.72 - $56.0 $2.52K - $3.02K
918 $51K
VRRM
Verra Mobility Corp

Industrials
526
+ 35.21%
$23.49 - $25.65 $12.4K - $13.5K
2.02K $49K
GTES
Gates Industrial Corp PLC

Industrials
282
+ 9.49%
$23.38 - $26.14 $6.59K - $7.37K
3.25K $80K
GSG
I Shares S&P Gsci Commodity Indexed Trust

ETFs
509
+ 2313.64%
$22.06 - $23.31 $11.2K - $11.9K
531 $12K
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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