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
ALGN
Align Technology Inc

Healthcare
225
+ 42.37%
$124.88 - $207.19 $28.1K - $46.6K
756 $94K
CSL
Carlisle Companies Inc

Industrials
11
+ 5.31%
$327.52 - $435.11 $3.6K - $4.79K
218 $71K
FIP
Ftai Infrastructure LLC
124
+ 3.62%
$4.0 - $7.18 $496 - $890
3.55K $15K
NOMD
Nomad Foods LTD

Consumer Defensive
43
+ 2.25%
$12.91 - $18.18 $555 - $782
1.95K $25K
PRU
Prudential Financial Inc

Financial Services
12
+ 0.52%
$100.68 - $109.89 $1.21K - $1.32K
2.33K $241K
NSP
Insperity, Inc.

Industrials
535
+ 16.92%
$45.07 - $62.06 $24.1K - $33.2K
3.7K $181K
OKTA
Okta, Inc.

Technology
51
+ 3.15%
$88.51 - $101.1 $4.51K - $5.16K
1.67K $153K
EQH
Equitable Holdings, Inc.

Financial Services
9
+ 0.5%
$50.09 - $55.88 $451 - $503
1.79K $91K
TMDX
Trans Medics Group, Inc.

Healthcare
9
+ 1.86%
$103.61 - $132.04 $932 - $1.19K
494 $55K
CTRA
Coterra Energy Inc.

Energy
41
+ 0.74%
$23.09 - $25.45 $947 - $1.04K
5.58K $131K
CRBG
Corebridge Financial, Inc.

Financial Services
168
+ 3.69%
$31.36 - $35.94 $5.27K - $6.04K
4.73K $151K
MAR
Marriott International Inc

Consumer Cyclical
16
+ 1.31%
$255.35 - $282.87 $4.09K - $4.53K
1.23K $321K
FLR
Fluor Corp

Industrials
178
+ 8.61%
$39.99 - $56.77 $7.12K - $10.1K
2.25K $94K
ON
On Semiconductor Corp

Technology
3
+ 0.08%
$46.98 - $62.45 $141 - $187
3.87K $191K
APD
Air Products & Chemicals, Inc.

Basic Materials
7
+ 0.44%
$265.78 - $299.3 $1.86K - $2.1K
1.6K $436K
DOX
Amdocs LTD

Technology
21
+ 1.27%
$81.2 - $92.62 $1.71K - $1.95K
1.68K $137K
KUKE
Kuke Music Holding LTD

Communication Services
974
+ 15.42%
$0.59 - $3.07 $575 - $2.99K
7.29K $4K
FDS
Factset Research Systems Inc

Financial Services
20
+ 14.49%
$283.86 - $450.3 $5.68K - $9.01K
158 $45K
YPF
Ypf Sociedad Anonima

Energy
6
+ 0.24%
$23.87 - $36.2 $143 - $217
2.47K $60K
ROP
Roper Technologies Inc

Industrials
151
+ 11.03%
$495.03 - $573.0 $74.7K - $86.5K
1.52K $758K
BAX
Baxter International Inc

Healthcare
686
+ 14.41%
$21.71 - $31.23 $14.9K - $21.4K
5.45K $124K
VRSK
Verisk Analytics, Inc.

Industrials
248
+ 17.48%
$242.3 - $312.95 $60.1K - $77.6K
1.67K $419K
ALC
Alcon Inc

Healthcare
15
+ 0.88%
$73.24 - $92.22 $1.1K - $1.38K
1.73K $128K
WCN
Waste Connections, Inc.

Industrials
13
+ 0.53%
$171.32 - $191.84 $2.23K - $2.49K
2.45K $431K
SBUX
Starbucks Corp

Consumer Cyclical
40
+ 0.98%
$81.9 - $96.86 $3.28K - $3.87K
4.12K $348K
KMPR
Kemper Corp

Financial Services
277
+ 9.23%
$48.42 - $64.74 $13.4K - $17.9K
3.28K $168K
ARES
Ares Management Corp

Financial Services
18
+ 0.85%
$159.89 - $192.76 $2.88K - $3.47K
2.15K $343K
WEN
Wendy'S CO

Consumer Cyclical
286
+ 2.22%
$9.09 - $11.88 $2.6K - $3.4K
13.2K $120K
CHD
Church & Dwight CO Inc

Consumer Defensive
150
+ 3.19%
$85.84 - $99.09 $12.9K - $14.9K
4.86K $425K
INTU
Intuit Inc

Technology
156
+ 12.14%
$646.03 - $807.39 $101K - $126K
1.44K $984K
AXON
Axon Enterprise, Inc.

Industrials
3
+ 0.66%
$698.02 - $870.97 $2.09K - $2.61K
456 $327K
HDB
Hdfc Bank LTD

Financial Services
3.1K
+ 85.37%
$34.14 - $78.94 $106K - $245K
6.73K $229K
FCX
Freeport Mcmoran Inc

Basic Materials
600
+ 3.33%
$35.34 - $47.21 $21.2K - $28.3K
18.6K $729K
FSK
Fs Kkr Capital Corp

Financial Services
8
+ 0.09%
$14.93 - $22.48 $119 - $180
9.41K $140K
STZ
Constellation Brands, Inc.

Consumer Defensive
490
+ 11.31%
$131.78 - $176.09 $64.6K - $86.3K
4.82K $649K
SAP
Sap Se

Technology
78
+ 3.25%
$252.42 - $311.93 $19.7K - $24.3K
2.48K $662K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
137
+ 2.33%
$196.15 - $217.83 $26.9K - $29.8K
6.02K $1.21M
ACN
Accenture PLC

Technology
326
+ 11.02%
$232.56 - $304.78 $75.8K - $99.4K
3.28K $809K
NOW
Service Now, Inc.

Technology
82
+ 5.82%
$850.86 - $1044.69 $69.8K - $85.7K
1.49K $1.37M
TZA
Direxion Shs ETF Tr Direxion D

ETFs
11
+ 0.05%
$7.96 - $11.97 $87.6 - $132
21K $172K
KO
Coca Cola CO

Consumer Defensive
66
+ 0.25%
$65.67 - $71.67 $4.33K - $4.73K
26.1K $1.73M
PNFP
Pinnacle Financial Partners Inc

Financial Services
1.59K
+ 8.49%
$86.13 - $119.63 $137K - $190K
20.3K $1.91M
CRM
Salesforce, Inc.

Technology
609
+ 6.94%
$231.66 - $273.65 $141K - $167K
9.39K $2.22M
KKR
Kkr & Co. Inc.

Financial Services
900
+ 0.9%
$129.95 - $152.16 $117K - $137K
101K $13.2M
CRWD
Crowd Strike Holdings, Inc.

Technology
91
+ 0.56%
$412.46 - $514.1 $37.5K - $46.8K
16.4K $8.06M
KEX
Kirby Corp

Industrials
5.19K
+ 11.41%
$82.64 - $120.83 $429K - $627K
50.7K $4.23M
PGR
Progressive Corp

Financial Services
1.32K
+ 1.98%
$238.61 - $264.3 $315K - $349K
68.1K $16.8M
MSTR
Microstrategy Inc

Technology
2.65K
+ 8.09%
$300.7 - $455.9 $795K - $1.21M
35.3K $11.4M
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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